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

This article summarizes user feedback on the X platform and summarizes the positive and negative comments of Kaito Airdrop.

On February 20, Kaito Airdrop was officially launched. This AI-driven encryption project supported by top VCs and valued at US$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 interactions, 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 the tokens are initially allocated to communities (56.67% of the total supply is planned for communities and ecosystems, and 19.5% for long-term incentives), with the rest allocated to teams (35%) and early investors (8.3%). Officials emphasize support for long-term holders and encourage 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 items that dropped more than 50% on the first day, the price fluctuation of Kaito airdrop on the day was controlled at around 30%.

深入分析社区观点:Kaito空投要不要卖?

However, the community has mixed praise and disapproval for Kaito airdrops, including affirmation of the project’s generosity and potential, as well as strong dissatisfaction with the expected gap and allocation rules. BlockBeats summarized the positive and negative reviews of Kaito Airdrop based on user feedback on the X platform.

What does the community think?

For many users, the biggest attraction of Kaito airdrop lies in its “zero-cost, high-return” feature. X user@celiawan2 mentioned that “most users pay for 4-6 digit airdrops without spending a penny,” so I feel that the Kaito project party is more sincere. Especially for ordinary retail investors and mid-waist users, rewards of hundreds to thousands of dollars exceed many people’s expectations for the “zero-jerk” project. Some people even think that “when it comes to other projects, we must praise the team’s courage.” This view has resonated with the community, especially among users who had not previously had high expectations for airdrops.

In addition, some users recognize Kaito’s value and believe that Kaito has core value in optimizing information through AI.@ BroLeonAus believes,”As an agreement that already generates benefits and effectively changes the behavioral pattern of a certain part of the industry ecosystem, this seems to me to be much more meaningful than most of the ghost chains of repeating wheel building.” “Maybe Kaito is not as good as everyone thought before, but it should not be as bad as many people criticized tonight.”@ bee 926cn said in a tweet that despite the controversy caused by airdrops, it is “optimistic about Kaito’s future” and has already experienced its product Kaito Pro.

On the other hand, there has been a lot of negative feedback about Kaito airdrops. The main arguments focus on “expectation management” and “allocation rules.”

Many users said expectations were raised by community discussions before the airdrop.@ Route2FI said it expected to get $50 to $120 for airdrops, but although it was possible to buy them back soon, it eventually sold the KAITO airdrops first.

深入分析社区观点:Kaito空投要不要卖?

@Cary_Zz mentioned the rumor that “US$100 per Yap point value or an excess return for Genesis NFT holders” was circulated before the official token economics release. However, the actual result was about US$21 per Yap, and the overall 10% airdrop ratio was far lower than expected, disappointing the expectant community.

In this regard,@zijingNFT said that Kaito is expected to be overhyped, and many participating KOL mining for yap.”But now the currency price is too different from the ideal one, and FUD is inevitable.”@ BroLeonAus shared similar views, pointing out in a tweet that “more criticism comes from the gap in expectations.” This sentiment permeated almost all negative comments and became the focus of community discussions.

Not only did the benefits fall short of expectations, but the “value considerations” set by the project party in the allocation rules for this airdrop caused dissatisfaction.

First, Sonic Labs founder Andre Cronje posted on social media, saying,”Coinbase has refused to launch S for eight years for reasons I will never understand. At the same time, because I refused to do anything on Base, I couldn’t apply for Kaito airdrop.”

深入分析社区观点:Kaito空投要不要卖?

@hellosuoha pointed out,”Consistency in values is a very interesting behavior. Anyway, only you know whether it is consistent or not. In the end, those who received a large proportion were not satisfied, and those who received a small proportion were even less satisfied. Only those who had an airdrop as soon as they registered were satisfied.” Some netizens even joked in his comment area: “Why didn’t I think values could also be played out?”

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

@yuyue_chris posted an article saying,”The two levels of KOL’s reputation differentiation between the head and waist and tail is quite obvious: the basics of the head are not very satisfied;

Waist and tail are very grateful to $KAITO Da Mao.”@ mdzzi also has a similar view,”The victory of mid-waist KOL will mean that the influence of top-level KOL will be harvested.” He believes that the rewards between top contributors and new users are unequal.

In response to this, KOL listed its own data.@ 0xBreadguy mentioned,”It’s a bit outrageous that I have to pledge $120,000 worth of $KAITO to get the same badge as someone who pledged $5 worth of money.”

深入分析社区观点:Kaito空投要不要卖?

@0x0funky speculated that “Yaps scores are not equal to the Kaito given.” His Yaps per point is about 7.5Kaito, and many conversions of 20 points are one to 20Kaito.”It should be the subsistence allowance and then added based on the Yaps score.”

@CyberPhilos combined the consistency and proportion of the values with Kaito’s project parties and speculated,”Those who flatter Kaito, yap: Kaito is 1:20 or even higher; those who are neutral, yap: Kaito is 1:10; those who have criticized Kaito, yap: Kaito is 1:2.”

In addition, the rapid sell-off of large airdrops (online data shows that 7 of the top 12 have cleared their positions) and the open-lock-up period design have also caused the community to worry that the project will fall into a short-term speculative cycle of “hypsion-surge-sell-off.”

深入分析社区观点:Kaito空投要不要卖?

How does the AI data tool perform when issuing coins?

While the community was having a heated discussion around Kaito airdrops, another AI data tool that issued coins posted a picture of the amount KOL received by Kaito in the airdrop on the 21st day and the KOL sales ratio analyzed using its own AI tool. In fact, this is not the first time a data tool has been issued. Binance previously launched the Launchpad project Crypto data analysis platform Arkham (ARKM), which is also an on-chain data intelligence analysis platform. It uses AI (Ultra Engine) to associate blockchain addresses with real-world entities to provide insight and analysis of transaction behavior.

深入分析社区观点:Kaito空投要不要卖?

Similar to Kaito, Arkham is also classified as an AI data tool, with the goal of analyzing information fragmentation problems in the encrypted world through technical means and providing users with “Alpha opportunities.” The difference is that Kaito prefers social data, while Arkham focuses on online data. So what is the current situation of Arkham, who was the first to issue coins to data tools? In terms of price, according to market data, the current price of $ARKM is US$0.71, and its historical high is US$3.12 on March 10, 2024. The current price has dropped by nearly 80% compared with that, showing greater volatility. Perhaps because it is classified as an AI project, prices fluctuate with the rise and fall of the entire AI sector.

深入分析社区观点:Kaito空投要不要卖?

In the current market AI sector’s sluggish performance, can TVL after Kaito’s coin issuance break the current situation of silence in various AI projects and return market popularity? Or follow Arkham’s old path and follow the entire plate up and down? Or compete with Arkham for the niche of AI tools? All this remains for us to wait and see.

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