In hindsight, I see that $Kaito seems to have won the competition for this new asset class of information asset distribution platforms. What remains is how to quantify and monetize various information.

Content aggregation > Content creation

It feels like, under the acceleration provided by AI, we will quickly fall into the quagmire of information, where we are unable to discern truth from falsehood. Making investment decisions in 6 seconds will lead to increasingly impulsive investments, and having strong critical thinking skills will become a scarce resource, deserving of a higher premium.

On the other hand, sometimes when looking at Applovin's financial reports, I involuntarily associate it with Kaito. Since it can help crypto projects lock in their target audience, it is actually unnecessary to be limited to just crypto projects; in the future, it could achieve horizontal expansion into other fields. The information revolution is occurring simultaneously across many vertical categories.

gKaito