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One of the long -term complaints against Big Tech is that they “exploit” user data for their own benefits.
In some sense, I think this is true. I have used Twitter over the years, and one percent was never paid to give any information about its demographics and interests.
But is that “exploitation?”
Sure, my data is valuable In a hurdleBut in Cloud Infrastructure and Data Analytics, billions of dollars were to be invested to convert it into something financially valuable who want to buy the abolition.
Infofi is small for “Information Finance”, Crypto has a niche region that is looking to do something similar.
Is infofi an investment category? Consider the leading Kito in this space.
Kito has two main products. Both these products generate sufficient $ 33 million in annual revenue, on the basis of which Dune,
The first is its data analytics platform, which offers the structured, emotion analysis of public information. It is packed as a monthly $ 833 membership service that is sold to traders, AI agent companies and funds, whose business depends on accurate spirit tracking.
The second is a B2B service for crypto companies that are marketing. dozens of Major projects Use Kito for this purpose today.
There is some idea: Companies want to marketing. Instead of traditional top-down methods to sponsor events, media or paid affected, Kito offers an alternative way to encourage below-up and organic material marketing.
Anyone can register on Kito, start tweeting about a listed project on Twitter, and can earn a part of these awards. For example, Dydx is Do $ 50k month in tokens for such an expedition with Kaito.
Certainly, the problem is that it opens the door to all types of trolls and low quality materials.
This is the place where the ownership of Kito comes to AI Tech. It is believed that it is actually filtering slopes from thoughtful materials. So if you are only posting “gmdydx” or “bullish dydx”, you will probably qualify for almost no award.
In short, what the Kito is really doing, the use of blockchain is to keep the market price on attention, clot, social capital, or whatever you want to call it. Therefore, “Infoi.”
Based on partnership with companies like Story, Eagenlair, Berachain and more, Kito has helped distribute $ 72.3 million For yappers (this except for Kito’s own aircraft).
Kito token is not just a governance token, either. Can be token Stake For an 11% APY, and the team has committed to purchase – so far approximately $ 3.9 million cumulatively.
Today on a circulating market cap of $ 502 million, Kito is trading in ~ 15.8 p/s ratio. If you are ready to compile the Kito for traditional mother -in -law (~ 20x), it suggests that Kaito has not been evaluated.
Certainly, the difficult thing is that no one really knows what are the “correct” multiplier for a crypto company, walk alone in a niche sub -region.
I think Kito is actually taking advantage of token innovation to do something innovative. It has been partnered with major crypto teams such as Egentarer, Berachain and more.
Its success has attracted some emerging contestants. One of them is cookie Dow, a data analytics platform that increased prominently during the AI ​​token craze earlier this year. As far as I can tell, Cookies Dao are almost similar. Instead of yaps you have PhotographsInstead of yappers, they are called snapper. you get the idea.
The question raises how strong the Kato gap is.
Anyone can earn public social media data. Switching cost is also quite low. In principle, it would be easy for Kito’s customers to switch to another emotion analysis on stage.
Where its edge lies, I think, its AI is in the tool, and how well it scores the user-borne material and filters for high quality materials. This is important because it determines what kind of marketing is rewarded, which in turn determines continuous use.
Satan in description.
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