ahboyash
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InfoFi Landscape Report
Narratives move faster than capital
Enter InfoFi --> the primitive that lets you bet on both
TLDR
InfoFi focuses on monetising attention, influence, and info, probably one of the more compelling narratives in crypto now.
Below I compare a few protocols: @KaitoAI, @cookiedotfun, @ethos_network, and @elfa_ai, each approaching the financialisation of digital mindshare from different angles.
These are platforms that structure and index high-signal info with an emphasis on measurable influence, data provenance, and actionable insights.
- - - - - -
1. Kaito ($KAITO)
• The Bloomberg Terminal for crypto narratives, using AI to process thousands of CT, Reddit, and Telegram posts into searchable summaries ("Yaps")
• Leaderboard system identifies top-performing accounts/wallets based on alpha calls
• Creates a powerful social filter for crypto research
2. Cookie ($COOKIE)
• Modular data layer for the agentic economy --> https://t.co/FVmBL8fOCG, tracks 1,500+ AI agents and their performance, powered by a backend called the Cookie DataSwarm.
• This infra feeds into Agent Cookie, a super-agent providing social + on-chain intelligence
3. Ethos
• Introduces a reputation graph for crypto, based on: Review, Vouch, Slash, and Influence.
• Aim is to create a social trust layer that DAOs, protocols, and community mods can use to filter credible contributors or defend against Sybil attacks
4. Elfa
• Sentiment engine indexing token mentions, KOL shills, and project/community updates in real time
• Token mindshare is tracked hourly and Smart Accounts are analysed which is filtered by alpha potential
- - - - - -
Personal Take
• Kaito dominates structured research workflows and integrations with projects
• Cookie leads in infra for AI agents
• Ethos builds foundational social trust infra for Web3 (reputation)
• Elfa captures narrative volatility and CT pulse
Same with DEXes/L1s/L2s, all will have competition as protocols imitate and try to one up each other.
Narratives move faster than capital
Enter InfoFi --> the primitive that lets you bet on both
TLDR
InfoFi focuses on monetising attention, influence, and info, probably one of the more compelling narratives in crypto now.
Below I compare a few protocols: @KaitoAI, @cookiedotfun, @ethos_network, and @elfa_ai, each approaching the financialisation of digital mindshare from different angles.
These are platforms that structure and index high-signal info with an emphasis on measurable influence, data provenance, and actionable insights.
- - - - - -
1. Kaito ($KAITO)
• The Bloomberg Terminal for crypto narratives, using AI to process thousands of CT, Reddit, and Telegram posts into searchable summaries ("Yaps")
• Leaderboard system identifies top-performing accounts/wallets based on alpha calls
• Creates a powerful social filter for crypto research
2. Cookie ($COOKIE)
• Modular data layer for the agentic economy --> https://t.co/FVmBL8fOCG, tracks 1,500+ AI agents and their performance, powered by a backend called the Cookie DataSwarm.
• This infra feeds into Agent Cookie, a super-agent providing social + on-chain intelligence
3. Ethos
• Introduces a reputation graph for crypto, based on: Review, Vouch, Slash, and Influence.
• Aim is to create a social trust layer that DAOs, protocols, and community mods can use to filter credible contributors or defend against Sybil attacks
4. Elfa
• Sentiment engine indexing token mentions, KOL shills, and project/community updates in real time
• Token mindshare is tracked hourly and Smart Accounts are analysed which is filtered by alpha potential
- - - - - -
Personal Take
• Kaito dominates structured research workflows and integrations with projects
• Cookie leads in infra for AI agents
• Ethos builds foundational social trust infra for Web3 (reputation)
• Elfa captures narrative volatility and CT pulse
Same with DEXes/L1s/L2s, all will have competition as protocols imitate and try to one up each other.
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