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Two mindshare machines are building on top of @KaitoAI • @stayloudio by @0x_ultra --> trade volume = tokenized attention --> rewards for KOLs earn $LOUD • @noise_xyz by @lucacseth @notgabo --> trade narratives like perps Same thesis: attention is capital but different execution - - - - - Loud is a pure attention flywheel • Users yap about $LOUD • Kaito measures their mindshare • The top 25 weekly yappers earn SOL from trading fees of the token • Speculators trade the token --> this funds the payouts • Bringing back our beloved 3,3 between KOLs and traders • Attention is the goal --> "Who can drive the most hype?" Noise takes another route • Kaito streams real-time trend indices • Users long/short the trend like they would a perp position • Mindshare now becomes a tradable, directional market • Attention is the underlying asset --> "Can you trade the hype/trend before it breaks out?" - - - - - InfoFi is growing from protocol to ecosystem Kaito is no longer viewed as just a data layer --> it’s an oracle powering new markets and lego blocks for interesting primitives What Uniswap did for liquidity, Kaito is now doing for attention Let’s see who wins the mindshare war

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they crypto banter curse :(

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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. - - - - - - 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 - - - - - - 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.

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.@bonk_fun coins I think has legs Useless - As absurd as fartcoin ("just a useless coin") - "I cant believe this useless coin went to $100m" is like akin fartcoin ripping - Orginial lore/meta - Letsbonk team incentivized to pump it + BonkGuy shilling it (main character arc) @letsbonkdotai - AI/MCP exposure + working terminal with a prompt - Easy narrative: ai16z of Bonk eco - Intuitive chat interface + agent-managed wallet

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Another day another buzzword Remember PayFi and restaking Now its “Internet Capital Markets” Emerging meme and narrative tied to Believe (@believeapp) —> platform that enables internet-native fundraising and token launches. TLDR • Decentralized fundraising and liquidity directly from internet-native companies/communities, without the need for VCs • Launching tokens instantly via social platforms (like how projects are now launching on Believe with one click) • A cultural shift where meme, momentum, and distribution > pitch decks and months of VC calls Could spark the formation of a new asset class or market structure if traction picks up —> crypto-native, internet-native capital formation is now fast, public, and memetic.

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