Kaito Ecosystem Project Analysis: Finding Potential Stocks and Avoiding Traps

With the vigorous development of the Kaito ecosystem, a large number of new projects have emerged, making it hard to keep up. In this complex ocean of projects, how can one identify real value opportunities and avoid potential risks? This article will categorize and evaluate some projects within the current Kaito ecosystem based on key indicators such as project fundamentals, community incentives, and market prospects, aiming to provide investors with a reference guide.

Projects with Huge Potential

INFINIT

INFINIT has demonstrated strong capabilities in the DeFAI field, not only possessing highly practical products but also actively promoting industry innovation. Currently, the project has allocated 0.5% of the IN tokens to active users in the community, highlighting its commitment to community building.

Lombard

As a leader in the BTCfi field, Lombard's core indicators have shown explosive growth. The project team plans to distribute rewards of up to $5 million before the end of the year, reflecting its strong financial strength and long-term development plan.

Infinex

Infinex is committed to creating a DeFi super application, with a focus on chain abstraction technology and optimizing user experience. The project has provided approximately $6 million in generous rewards to community contributors, demonstrating a significant investment in ecological construction.

Caldera

In the field of Rollup technology, Caldera is one of the most active practitioners. Its Total Value Locked (TVL) has surpassed the $1 billion mark, and a community reward program is expected to be launched soon to further promote ecological development.

Openledger

As a pioneer of AI networks, Openledger is committed to promoting community co-creation of data and AI models. The project team has allocated 2 million USD in OPEN tokens for community incentives, highlighting its emphasis on ecological development.

Projects with Uncertain Prospects

Hana

Although Hana's project vision is promising, its execution progress seems somewhat lagging. However, the 1.5% allocation ratio of community tokens is quite considerable, and with the current market competition relatively relaxed, there is still room for development.

Mitosis

Mitosis focuses on the liquidity sector, but the competition in this market has become fierce. Whether the project can stand out largely depends on the team's execution capability. Currently, the project has not yet participated in the community incentive program.

Mira

Mira is committed to building a trust layer for AI, but faces fierce market competition and increasingly saturated demand. The project has allocated 0.5% of the token supply to actively engaged users in the community.

0G Labs

As the largest decentralized AI ecosystem currently, the fundamentals of 0G Labs are very strong. However, due to excessive hype leading to intense competition, the entry barrier for new users is relatively high. In addition, the project has not yet initiated community reward activities.

Camp Network

Camp Network has performed well in terms of vision and products, but also faces the challenge of an overcrowded market. Currently, it is allocating 0.25% of the CAMP token supply and $40,000 monthly rewards to community contributors.

High-risk projects

MemeX

There is a pessimistic attitude towards projects focused on memecoins and their issuance platforms, believing that the narratives of such projects are already difficult to sustain.

Puffpaw

The project's fundamentals are relatively weak, with limited user value and distribution channels, essentially just an application related to electronic cigarettes.

Lumiterra

The GameFi sector is currently underperforming as a whole, the market has yet to be fully developed, and the return on investment may be low.

Monad

As one of the most关注 projects currently, Monad carries extremely high expectations from the market. However, overly high expectations may put immense pressure on the project, and its future development path remains uncertain.