TatThang

Curious Case in InfoFi: Volume ≠ Mindshare

This week on X:
• Yapyo ~592,000 posts
• Infinex ~89,000 posts

But check Kaito’s Pre-TGE Mindshare leaderboard (7D):
• Infinex = Top 3
• Yapyo = Not even in the Top 50

Even on @cookiedotfun, Yapyo ranks #15 despite having 8x more posts than:
• Openledger (ranked #9)
• Newton (ranked #5)

Same ecosystem. Same timeline.
Totally different outcomes.

So… what’s really being measured?

Is it about raw volume or trust, signal, and alignment?

Would love to hear how the community interprets this.

Tip kiếm Yaps và Smart Followers nhanh nhất 👇🏻

GM everyone

Got something exciting to share:
I’m officially a Creator at @ChimpersNFT Dojo

Been a longtime fan of the project. Not just for the art or vibes but for how consistently they build, experiment, and expand the Chimpverse with real purpose.

From storytelling to products to cross-chain innovation, Chimpers is one of the few projects that truly get what Web3 IP can be.

I’m beyond excited to contribute, learn from the incredible team and creators, and help grow this universe with content that actually matters.

Let’s build something that lasts 🫡
@TimpersHD @NFT1nsight @craigdoesweb3

!Chimp

Ethos is quietly becoming the trust layer for the entire ecosystem.

Here’s how it could plug into everything from crypto portfolios to meme feeds and change how Web3 works forever:

1/ Ethos x Everything

• Ethos x Cerebro: Reputation x Portfolio Management
• Ethos x Xeet: Signal > Noise
• Ethos x Abstract: Reputation-Powered Consumer Crypto
• Ethos x Kaito: InfoFi meets ReputationFi

These aren’t just “partnerships.”
They’re early signals of a deeper shift: Trust as infrastructure.

2/ Every Web3 app needs trust mechanisms

Ethos provides the pipes.

- Like OAuth for authentication.
- Like Stripe for payments.
- Like Ethos for trust.

3/ And the flywheel is spinning:

• More integrations → Higher Ethos score value
• Higher value → More people invest in their credibility
• More credible users → Better data
• Better data → More accurate scoring
• More accuracy → More integrations

4/ The Ethos thesis:

✅ Trust is measurable
✅ Trust is portable
✅ Trust will power every app that touches users
Think of it like Google PageRank — but for humans.

5/ What’s coming next?
→ Lending protocols will check your Ethos score
→ DAOs will filter voters based on credibility
→ Airdrops will reward zero-farm contributors
→ Social apps will boost trusted users
→ Builders will use Ethos to surface real signal

5/ The endgame?

A Web3 where trust is earned, not farmed.
Where good actors rise and bad ones get filtered out.

The future isn’t just on-chain.
It’s on-trust.

The community is waking up

Week 2 Yaprun Ss 1:

- 17 Infinex team members in top 250
- 9 of them holding down the top 20

Week 6 Yaprun Ss 1:

- 14 Infinex team members in top 250
- Only 6 left in the top 20

The math is simple. The community is starting to outpace the team that built the damn thing.

While the Infinex team was busy shipping features and fixing bugs, the community was busy yaprunning.

This is what happens when you give real creators real rewards for real work. The best yappers aren't the ones getting paid to yap - they're the ones who choose to yap because they see what's coming.

$900K in Season 1 rewards. The leaderboard doesn't lie.

The builders built it. Now the community owns it.

I just analyzed the Farming Scores of the Top 100 most credible users on Ethos.

What I found will completely change how you think about trust in Web3.

There’s an invisible war going on inside crypto reputation systems…

And this one chart might redefine how we measure trust 🧵

InfoFi is either the next big thing in crypto, or the fastest way to destroy your feed. Maybe both.

Here’s the truth: turning attention into money isn’t new. But tracking and tokenizing it? That’s what InfoFi does.

You don’t farm liquidity anymore.
You farm mindshare.

Projects like Kaito are rewarding people just for talking. Yap about a token? Get points. Do it early and well? Get airdropped. Sometimes 5–6 figures worth.

No wallet. No upfront capital. Just a voice.

Sounds great until everyone starts shouting.

We’re now deep into the side effects:
• Copy-paste content
• Ragebait threads
• AI-generated slop
• “Check out this 100x gem 💎” 200 times a day

But that’s not a Kaito problem. It’s not even an InfoFi problem.

It’s an incentive problem.

Tell the internet it’ll get paid to talk and it’ll never shut up.

Still, if you zoom out, InfoFi is just another tool. Like any tool, it can be abused or it can unlock something valuable.

If we build better filters, reward real signal, and stop rewarding noise…

Then InfoFi might be the most powerful creator economy primitive we’ve seen yet.

GM

Some days you charge forward.

Other days you just stand tall and let the light find you.

Chimpers had ONE VIDEO hit 53M views on TikTok in just 1 month

Let me break down why this single video performance is actually insane:

TikTok gets over 1 billion views every single day. That's 41.67 million views per hour. With 16,000 videos uploaded every minute, getting noticed is basically impossible for most crypto projects.

But Chimpers? One video pulled 1.77 million views per day for 30 straight days.

Think about it:

- 53M people saw one video
- Most of them probably don't even know what an NFT is
- But they're getting exposed to the Chimpers brand anyway
- All from a single piece of content

This is how you build real value. Not through Discord raids or CT spaces that only crypto people watch. You go where the eyeballs actually are.

The scary part for other projects?

Chimpers is now positioned to monetize this in ways most crypto projects can't even imagine:

- Brand deals with actual companies
- Merch that people will actually buy
- Direct fan monetization that doesn't depend on token prices

They're not playing the Web3 game anymore. They're playing the media game. And they're beating VC-backed "IP studios" that have millions in funding.

If you're running a project and you're not thinking about content like this, you're already behind.

The future belongs to projects that can build real audiences, not just holder counts.

Chimpers just showed everyone how it's done.

Metaplanet just secured ¥558M ($3.8M) from EVO FUND 🔥

Not through hype.

But through strategic stock acquisition rights — Series 20–22, officially completed today.

Over time, money will flow from TradFi into crypto not all at once, but wave by wave.

And it will always start with Bitcoin.

We saw the early signals with MicroStrategy. The first to prove Bitcoin could be a corporate treasury asset.

Now Metaplanet is following that playbook — stacking 10,000 BTC and becoming the 9th largest public BTC holder globally, even surpassing Coinbase.

But here's the evolution: this isn't just about holding BTC on balance sheets anymore.

We're entering a new phase. Bitcoin-native companies building from the blockchain up.

Companies like @MicroStrategy, @Metaplanet_JP, and more recently @MemeStrategy aren't just adopting crypto.
They ARE Crypto.

They're building the infrastructure, owning the culture, and bridging traditional capital directly into the onchain world. All in formats Wall Street understands.

Bitcoin isn't just a store of value anymore.

It's becoming the financial operating system for the next generation of corporations.

From MicroStrategy (the pioneer) → Metaplanet (the global expansion) → Memestrategy (the cultural bridge)...

This is the domino effect of crypto-native conviction.

And we're still early.

A typical day of a CT farmer in 2025

- Posts "GM" (with project-specific variations)
- Takes multiple screenshots of leaderboards
- Celebrates with “follow-for-follow” for every leaderboard position
- Posts daily bullish updates about products they've never used or have expertise in
- Shares only AI-generated content without original insights
- Replies with AI-generated comments
- Appears suddenly with a timeline full of the above activities
- Uses groups to boost each other's posts
- Fake Yaps and X Monetization
- Farms Ethos score through 3,3 and vouch-for-vouch tactics

Am I missing something?

In just 36 hours:

Xeet went from 0 → 68K followers
Recorded 255,000+ posts
And in just 8 hours, it hijacked the entire timeline.

Were you boosting or being watched?

A topic outside the scope of Crypto, but I think what is happening in the world is really worrying.

I have spent 6 years here and have seen a lot of panic selling, but if the scenario in the coming days is an all-out war between major countries including the US, I dare not think about what my bag will be like then.

I will still be here as usual, but probably have to be prepared for any situation and not FOMO into anything at the moment.

Looks like LOUD has taken a snapshot of week 3, and we are now entering week 4.

Time flies, and I still remember how crazy CT has been with "loudio" for the past 3 weeks.

What will the next weeks be like?

Who else is still staying loudio?

Another copy-paste version of Loud.

Yapyo just dropped their Top 1000 Leaderboard but here’s what’s missing:

> They’ve never been officially announced as “Powered by Kaito & Cookie.”
> Not by Kaito. Not by Cookie. Not even a quote tweet.
> Zero public confirmation. Zero infrastructure alignment.

And yet, here they are mimicking the format, slapping on buzzwords, and running leaderboard campaigns with engagement that looks like 90% clones and bots.

They’re not even showing up on Kaito’s mindshare leaderboard

Remember The P33L?
That was the wake-up call.
Copying mechanics without understanding the infrastructure or earning the trust behind it only leads one way: collapse.

InfoFi isn’t a gimmick.
It’s a new coordination layer built on trust, transparency, and signal.

I support InfoFI.
I support founders who get it:
→ That it’s not just about yaps.
→ That you can’t fake mindshare.
→ That integrity compounds more than hype ever will.

But projects like Yapyo?
- They don’t innovate.
- They imitate.
And that’s not how you earn a spot in the next era of onchain reputation.

Powered by Kaito is not a sticker. It’s a system.
Earn it or don’t pretend.

There is something I just realized. Any founder who has a project that is interested in CT will immediately receive a wave of positive reviews on Ethos.

I have noticed this in a few cases and the most obvious recently is Ultra and Pons I have not tracked the number of reviews Ultra received after launching Loud but for Pons it is 33+ positive reviews in the last 24 hours.

Of course I have no problem with that but I find it an interesting behavior of the community. When they pay attention to someone they will immediately find a place to talk about them

Maybe Ethos isn’t just a place to rate people. It’s where CT turns attention into reputation in real time.

Reputation here isn’t built slowly anymore. It spikes when attention does.

Kaito airdrop 2 in 59 days? Here’s What You Should Know 👇

On August 20, Kaito will unlock 16.67M tokens (~$23M) about 1.67% of total supply, and 6.9% of circulating market cap.

This marks the first vesting unlock since TGE, and includes:

> Ecosystem & Network Growth: +7.15M
> Foundation: +1.19M
> Creator Incentives: +8.33M

This unlock kicks off multi-year vesting schedules for these categories:

- 41 months for Ecosystem & Foundation (linear monthly vesting)
- 24 months for Creator Incentives (11.1% every 3 months)

So why are people calling it “airdrop 2”?

Because these tokens may fund new user incentives, creator campaigns, or ecosystem rewards similar to how airdrop 1 catalyzed growth.

Also important:

- 1M users milestone was confirmed recently
- Team is pivoting focus from creators → to platform-wide users
- A potential new investor round appears to be in motion (based on recent Kaito IG story)

This is not a price call.

It’s a key date for anyone watching token supply, unlock dynamics, and platform direction.

Watch August 20. It’s Kaito’s first unlock under the new era.

It’s been about a month of locking in on InfoFi and going deeper into Web3.

I didn’t go viral. I didn’t make crazy numbers.
But I showed up every day.

It’s not much compared to the big accounts, but for me, it’s real growth in both content and confidence. Every tweet, every reply, every late-night draft is a step forward.

I’m not just farming. I’m learning how to think sharper, write better, and contribute to the signal not just add to the noise.

Let’s keep building. One block at a time

My Theory: Xeet’s “Signal > Noise” Strategy Wasn’t a Contradiction. It Was a Trap (and a Genius One)

Disclaimer: This is just my personal hypothesis. I have no inside info from Xeet, just connecting dots.

Xeet’s bio says “Signal > Noise.”
Then they launched with one of the noisiest ref games
Confusing, right?

But maybe that was the point.

I don’t think the ref campaign was just for growth. I think it was a behavioral test.
Give everyone the same link and same rules. See how they play.

Some added context, explained the product, shared real excitement.
Others just spammed copy-paste refs with zero signal.

Same game. Different behavior. Clear data on who’s who.

Now Xeet knows:
- Who boosts with real influence, not botted numbers
- Who kept their rep, even when incentivized to farm
- Who added value vs. who chased engagement

Instead of starting clean and hoping to filter for quality later, they launched messy and used the chaos to surface the real signal.

It’s like Proof-of-Signal.
Not math puzzles, but social behavior.

And now that Phase 1 is done?
I think the real Xeet will emerge shaped by the people who passed the hidden test.

If I’m right, this was one of the smartest SocialFi launches we’ve seen.

What do you think?

Genius play or overread?

Is this the Loud endgame?

$LOUD is down 12% today. Leaderboard fatigue is setting in. And let’s be honest…

It’s hard to keep yelling when no one knows where it’s going.

Are we still going to stay loudio? @0x_ultra @Slayed_eth