In-depth analysis of community views: Should Kaito airdrop be sold?

On February 20, Kaito airdrop officially launched, a AI-powered crypto project supported by top VCs and valuation of up to $1.7 billion has attracted widespread attention from the global community. As a representative of the "Yap-to-Earn" model, Kaito rewards users through social media interaction, trying to push the InfoFi concept to new heights.

According to information released by Kaito, the core mechanism of this airdrop revolves around "Yap Points". Token Economics shows that 10% of tokens are initially allocated to the community (56.67% of the total supply is planned for community and ecology, 19.5% for long-term incentives), and the rest is allocated to teams (35%) and early investors (8.3 %). The official emphasizes support for long-term holders and incentivizes users through "HODLer badge" and Genesis NFT bonuses.

After KAITO was launched, the market performance was relatively stable. According to market data, compared with some airdrop projects that fell by more than 50% on the first day, the price fluctuations of Kaito airdrop on the day were controlled at around 30%.

However, the community has mixed reviews of Kaito airdrops, including recognition of the project's generous and potential, as well as strong dissatisfaction with the expected gap and distribution rules. BlockBeats summarizes the positive and negative reviews of Kaito airdrop based on user feedback on the X platform.

What do you think of the community?

For many users, the biggest attraction of Kaito airdrops is its "zero cost and high return" feature. X user @celiawan2 mentioned, "Most users get 4-6-digit airdrops for nothing without spending a penny", so I feel that the Kaito project party is more sincere. Especially for ordinary retail investors and mid-middle users, the rewards of hundreds to thousands of dollars exceed many people's expectations for "zero-fighting" projects. Some people even think that "the team must be praised for its courage in other projects." This view resonates with the community, especially among users who have not previously had high expectations for airdrops.

In addition, some users expressed their recognition of Kaito's value and believed that Kaito's optimization of information through AI has core value. @BroLeonAus believes that "as a protocol that can generate profits and effectively changes the behavioral patterns of a certain part of the industry ecosystem, this seems much more meaningful to me than most ghost chains that recreate wheels." Perhaps Kaito is not as good as everyone imagined before, but it should not be as bad as many people criticized tonight." @bee926cn said in a tweet that although the airdrop caused controversy, he was "optimistic about Kaito's future" and had experienced it Product Kaito Pro.

On the other hand, there are also a lot of negative feedback on Kaito airdrops. The main arguments focus on "expected management" and "distribution rules".

Many users said they were hotly discussed by the community before the airdrop to push up expectations. @Route2FI said it had expected that the airdrop would get $50 to $120, and although it might be possible to buy it back soon, it eventually sold the KAITO airdrop first.

@Cary_Zz mentioned that "the value of USD 100 per Yap point or the share of Genesis NFT holders received excess returns" circulated before the official token economics was announced. However, the actual result is about $21 per Yap, with an overall 10% airdrop ratio, which is much lower than expected, disappointing the expectant community.

In response, @zijingNFT said that Kaito's expectations were too high, and many participating KOLs were involved in yap social mining, "but now the currency price is too different from the ideal, and FUD is inevitable." @BroLeonAus also has a similar one. Views, he pointed out in his tweet, "more criticism comes from the expected gap", a sentiment that runs through almost all negative comments and becomes the focus of community discussion.

Not only did the profits fall short of expectations, but the "value considerations" set by the project party in the allocation rules of this airdrop have even caused dissatisfaction.

First, Andre Cronje, founder of Sonic Labs, posted on social media, saying, "Coinbase has refused to go online for 8 years because I refuse to do anything on Base. At the same time, I cannot claim Kaito airdrop because I refuse to do anything on Base."

@hellosuoha pointed out, "Consistent values ​​are a very interesting behavior. Anyway, only you know whether it is consistent or not. In the end, people with more proportions are not satisfied, and those with fewer people are even more dissatisfied. Only those who have just registered and have airdrops are satisfied. "A netizen even joked in his comment section: "Why didn't I expect that values ​​can also be played with."

It is not just a matter of values, but the specific allocation ratio of airdrops also makes the community dissatisfied.

@yuyue_chris posted a post saying, "The two-level differentiation of the trend of KOLs on the head and waist and tail is quite obvious: the head is basically not very satisfied;

The waist and tail are grateful for $KAITO big hair. "@mdzzi also has a similar view, "The victory of the mid-waist KOL, the influence of the top KOLs was harvested", believing that the returns between the top contributors and new users were not equal.

In response to this, there are KOLs that list their own data. @0xBreadguy mentioned, "What's a bit outrageous is that I have to pledge $120,000 worth of $KAITO to get the same badge as someone who pledges $5."

@0x0funky guessed, "Yaps score is not comparable to Kaito given by him." His Yaps score is about 7.5Kaito, and many 20 points are converted to 20Kaito, "It should be a minimum living allowance and then add it based on the Yaps score. of."

@CyberPhilos combines the values ​​of Kaito project parties with the same proportion and gives a speculation, "If you flatter Kaito, yap: kaito is 1:20 or even higher; if you are neutral, yap: kaito is 1:10; Those who criticized Kaito, yap: kaito is 1:2.

In addition, the rapid sell-off of major airdrop investors (on-chain data shows that 7 out of the top 12 people cleared their positions) and the no-lockdown design also made the community worry that the project was trapped in a short-term speculative cycle of "hype-surge-selling".

How does AI data tools perform when issuing coins?

While the community was having a heated discussion about Kaito airdrop, another AI data tool that issued coins posted a KOL on the 21st to receive Kaito airdrop amount and the KOL selling ratio analyzed using its own AI tools. In fact, this is not the first time that data tools have issued coins. Previously, Binance launched the Launchpad project Crypto data analysis platform Arkham (ARKM), which is also an on-chain data intelligence analysis platform. It associates blockchain addresses with real-world entities through AI (Ultra engine) to provide insights and analysis of transaction behavior.

Similar to Kaito, Arkham is also classified as an AI data tool, with the goal of analyzing the fragmentation of information in the encrypted world through technical means and providing users with "alpha opportunities". The difference is that Kaito is more inclined to social data, while Arkham focuses on data on the chain. So what is the current situation of Arkham, the first to issue coins to a data tool? In terms of price, according to market data, the current price of $ARKM is US$0.71, with its historical high of US$3.12 on March 10, 2024. The current price is nearly 80% lower than that, showing a large volatility. Perhaps because it is classified as an AI project, prices have fluctuated with the rise and fall of the entire AI sector.

In the current environment where the AI ​​sector in the market is mediocre, can TVL after Kaito issued coins break the silence of various AI projects and return the market popularity? Or follow the old path of Arkham and keep up and down with the entire sector? Or are you fighting for a niche that is the same AI tool with Arkham? All of this will be waiting and seen.