ahboyash

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

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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?"

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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

they crypto banter curse :(

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.

we love green

@Tether_to
@virtuals_io
@KaitoAI
@cookiedotfun
@HyperliquidX
@mementoresearch