The recent surge of 21.92% followed by a sharp drop of the Kaia token is the result of a complex interplay of multiple "explosive factors":

​​🔥Reasons for the surge:​​

​​New explosive benefits from South Korea's crypto policy​​: President Lee Jae-myung approved on June 3 that the National Pension (worth $884 billion) can allocate crypto assets, leading to an influx of funds and directly igniting the market. Kaia, as a merger project of major players in South Korea and Japan, is seen as the biggest beneficiary of this policy dividend.

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Institutional buying in the dark market​​:

On-chain data shows that 500 new addresses with holdings of over $100,000 were created within 30 days, and there was a significant transfer of $15 million into Binance's cold wallet, suspected to be institutional accumulation.

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AI + blockchain explosive combination​​:

The Kaia Agent Kit launched on June 10 allows AI agents to autonomously execute on-chain transactions, directly stimulating the market's fervent imagination for "AI-driven DeFi".

​​💥Triggers for the drop:​​

Mainnet upgrade disaster​​: The v2.0.1 version released on June 10 urgently patched a real-time pruning vulnerability, exposing coordination issues within the technical team, raising investor concerns about the risk of collaboration between the South Korean and Japanese development teams.

​​Policy implementation delays​​:

Opponents have targeted the South Korean won stablecoin plan citing the collapse of Terra, hindering Lee Jae-myung's policy advancement, and some short-term capital took profits.

​​Precision harvesting by big players​​: Technical indicators showed that during the surge, the RSI reached 85.11 (extremely overbought), and the shortening of the MACD histogram indicated a depletion of momentum, suggesting that major players were offloading based on favorable news.

​​Explosive insider news​​:

Insiders revealed that a certain South Korean consortium originally planned to announce a $1 billion Kaia ecosystem fund on June 11, but it was temporarily halted due to the technical vulnerability incident, triggering panic selling. The current price fluctuations are truly a life-and-death speed of policy dividends versus technical risks, institutional games versus retail following!

#市场动态 $KAIA

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