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.

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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

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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.