"Has Kaito been disproven?"

@stayloudio was lucky enough to be ranked 500th in the first round, and invested 0.2sol and sold 3,000U. Now let's talk about my experience of participating in Kaito this month

📌What is Kaito's moat?

Is it the thousands of Yappers on the list, or the large number of pre-tge projects on Yapper Leaderboards? None of them

The core of Kaito is that it can quantify attention and then build a flywheel through the data side. Although the beginning of the past few months has proved that this flywheel can be rolled up, my brother, your foundation is not unshakable

"Yapper" is currently the easiest role to copy. The project is that project, and you can write to the sky with AI by walking a dog on the side of the road. Almost everyone can produce "mindshare". So this is not a moat, it is a bubble

In other words, this is why Kaito is eager to launch its sub-product Loudio👇

Did you add a mouthful of cookies to your timeline in this short week? The first project spark is on the screen every day, and this data can account for 15%-20% of mindshare on Kaito. Many KOLs are joining Cookie because they think Kaito will not get any points no matter how they post. Joining Cookie will enter the top 100 in seconds. The most obvious is the members of the Bluebird Club, who migrated in batches

I don’t believe that I didn’t realize how low the moat of the infofi track was at the beginning. There is only one platform, and the time is only 24 hours. The user’s usage time is so long. When users pay attention to this project, the other one will be less

Cookie’s violent entry further proves this point. The mindshare system can increase the spread of the project, but: can it really bring buying?

I will make an analogy like this and you will understand it. 0xsun is the ceiling of the domestic front, but he has no appearance on Kaito, and the dog on the roadside has a higher voice than him. But if he can shout loudio, I believe that the top 1 on the list will not have as strong buying power as him

Do you understand? The current list is mainly ranked by "content density". This mechanism makes people who really have the ability to bring goods and have real buying power unable to get out of the circle

You should be able to understand the significance of Loudio's existence here

1. How much buying power can the top 1000 bring? Use data to calculate the efficiency of shouting orders

2. Use the volume of attention as a transmitter, and package the Loudio model again and again

Loudio's first battle is to see if it can pull up a meme purely by attention, and run through the closed loop of primary + secondary + handling fees returned to yapper

First, let's take a look at the data of $loud last night

Phase 1 (white list) raised 194.8 SOL, 0.2 per person for 225,000

Phase 2 (public round, first come first served) raised 205.2 SOL, 0.05 per person for 56,250

The highest opening market value is 30M

White list unlocked can be sold for 3150 u, about 100 times

Public offering unlocked can be sold for 780 u, about 90 times

Loud's transaction fees will allocate 72% to the top 25 on the list

Almost all the people on the list are foreigners, but it is not quite accurate to say that the foreign yapper buying is 30m, because the main force in the second stage is Chinese, which is difficult to estimate

The current market value has slipped to 12m, and the trend of insufficient subsequent buying has begun to deteriorate. It can be seen that attention is a fuel that can take off, but it cannot maintain the market value. Why? Because attention is fluid and extremely easy to be diluted

So what is Loudio testing?

The essence is a test of "issuing coins with voice volume" to see how high the ceiling of the shouting orders of the group of people who have passed the Kaito score screening is. If you only shout loudly but there is no follow-up buying, then these "data" are just paper prosperity and cannot be cashed out. Only when it is loud and attractive can it be proved that this path can be copied, packaged, and sold again

In fact, this is also the self-verification at the beginning, whether data can become an engine

But the problem is that attention is diluted every day. It seems priceless, but it is extremely fragile

This is also the risk of Kaito. It must get rid of the role positioning of "content mining platform" because yapper and attention are virtual and floating. The biggest difference from tokens is that there is no lock-up, no contract, and no vesting

$Loud is a key test because it uses the KOL distribution model of yap index for the coin issuance scenario for the first time. How much attention can be brought in the end -> how much trading volume can be converted -> how much FDV can be supported in the end will determine whether this path is feasible

If the verification is successful, Kaito's flywheel will start again. In the future, more sub-products or external products based on the kaito data public chain will be launched, and Kaito will truly have a moat

Regardless of whether kaito can succeed in the future, at least at this stage, kaito is really awesome

@0xWenMoon @Punk9277 @cryptex8843 @0xfs7 @sandraaleow @0x_ultra