In my opinion it is impossible to be bullish on InfoFi and bearish on Kaito at this point.

Even for projects not listed on Kaito Rewards, the majority are using Kaito scores for airdrop distribution.

Kaito has a sort of "2021 Opensea" dominance in the InfoFi vertical, and I don't think it's going to stop anytime soon.

For that reason I think Kaito NFTs and $KAITO are one of the best ways to get exposure to InfoFi in the coming months (aside from yapping).

I still think we're early & this will get bigger, and as Yu teased in his post today, I'm sure there will be massive rewards for ecosystem assets.

Imagine if there were Opensea assets during the NFT run that gave you an upside in all projects that utilize the platform (basically the entire industry).

The most relevant platforms are always the winners of the respective vertical (Opensea for NFTs, Pumpfun for memecoins).

I could be wrong, but if my two assumptions are correct:

- InfoFi is early and will continue to grow massively.

- Kaito continues to ship and maintains its dominance.

Then getting exposure to Kaito is the best InfoFi play you can make