InfoFi Track Welcomes a New Player - Cookie.fun

To say a new player is actually not accurate; Cookie is one of the earliest projects to enter the AI track from the social angle, and it also caught the wave of the AI agent boom last year.

Snaps is somewhat like Kaito without the pre-TGE section; the essence of InfoFi is the mapping of GameFi on X:

- Playing games to earn gold corresponds to generating content for points;

- Invitation and expansion correspond to pulling in social relationships;

- High-level heroes correspond to Smart Followers and Inner Circle;

The mechanism design is not complicated; Cookie will issue Snaps points based on content and interaction quality. KOLs will have to become little black workers again.

From an investment perspective, I still have a positive outlook on this track. I explained the investment logic of Kaito at the end of December last year, and I have been Yap-ing and holding Kaito tokens: https://t.co/w7mRafhAwV

Currently, Kaito FDV $525 million, mc $292 million; I expect to see $1 billion, which is not unreasonable for the track leader. Cookie: FDV $97 million, mc $38 million; I see this valuation rising by 30%-50%.

Strategically, prioritize acquiring Kaito, and take a small position in Cookie.

If you need an invitation code to experience it, please DM me; there are 8 left, first come, first served.