Aura Arc is officially here. A social graph that captures not just what people post, but what they build, trade and back across frontier tech and finance. Built to showcase those who shape conversations, and those who move markets.

We’re partnering with @primus_labs to power browser-based verification in Kaito Pulse. Using zkTLS, you can prove specific off-platform activity without sharing your login credentials with Kaito. Primus’s technology generates a cryptographic attestation, so Kaito receives proof of the claim rather than a general copy of your account data. You choose what to verify and when, bringing more of what you do online into your social identity.

We’re excited to partner with @KaitoAI on Kaito Studio. This marks the first major exchange campaign powered by Kaito’s new Katalyst + Partner tools. Starting with the MEXC x Kaito Stock Products Education Contest, with up to $200K in rewards alongside exclusive referral incentives. More details below. 👇

Kaito Pulse now verifies @axisrobotics referrals. If you already referred users through your Axis Hub link, verify that account and those referrals count toward your Axis Katalyst multiplier. This is what a social layer for the internet looks like in practice. Explore other use cases by installing Pulse ↓

Welcoming @MEXC to Kaito Studio, launching a Katalyst and Partner campaign side by side. Up to $200,000 in rewards across the two campaigns, built around MEXC Stock products education and exclusive referral opportunities. Full terms and applications on Kaito Studio ↓

appreciate the scrutiny here. these are important discussions, and we’d love to be active contributors to the broader conversation around the future of social interoperability and privacy. from the beginning, Pulse was designed around data minimization and user-controlled verification. that’s why we built browser-based verification around zkTLS - so users can prove specific off-platform claims without handing over their credentials or exposing entire account datasets. the post brings together several very different parts of Pulse: privacy-preserving verification, X-native analytics, and anti-abuse infrastructure. we want to clarify how each of them actually works. more importantly, we’ll be open-sourcing Kaito Pulse this week so anyone can inspect the code and verify. a few clarifications: 1. browser-based verification is powered by zkTLS. zkTLS allows Pulse to verify a specific off-platform claim while minimizing the underlying information disclosed to Kaito. when you start a verification, Pulse uses only the account data required to generate a cryptographic attestation. once complete, we receive the resulting attestation, rather than a general copy of your account data or browsing history. 2. ChatGPT, Claude, Binance and other supported verification sites are only used for verification when you explicitly initiate one. these optional, user-initiated verification features will roll out over the coming days and weeks as part of our broader vision to bring verified off-platform activity into the native X experience. no verification is initiated, and no verification data is sent to Kaito, unless you explicitly choose to start one - as our friend Ultra also noted in his reply. once initiated, as described in point 1, the verification flow accesses only the account data required to generate the requested proof. we then receive only the resulting attestation rather than a general copy of your account data or browsing history. 3. Pulse does collect interaction data on X - and we explicitly ask for permission to do so during onboarding. Pulse is an X-native extension. it measures signals such as what content is shown, dwell time, and user interactions. this data is used for functionality, product analytics, and attention measurement within the X experience. Pulse does not send your general browsing activity elsewhere on the web to Kaito. it also does not capture your screen or passwords, or record what you type. this distinction is important: X functionality is native and ongoing while you use X, while off-platform verification is optional, user-triggered, and purpose-specific. 4. some users are seeing a Chrome permission message suggesting that Pulse can read and write data across all websites. to clarify, Pulse’s read/write functionality is used on X, where it is required to integrate features directly into the native X experience – including trading positions on the timeline, Smart Followers, sentiment, and other Pulse features. the permission scope currently shown by Chrome is broader than how Pulse actually uses those permissions. we’re correcting this in the next version so the permissions shown to users more accurately reflect the product’s behavior. 5. device fingerprinting is used solely for anti-abuse. Pulse uses device-level signals to combat farming, Sybil behavior, automated scraping, and other forms of abuse. device- and browser-level signals are commonly used across websites and online services for fraud and abuse prevention. these signals are used solely for anti-abuse purposes and are not used for analytics or other purposes. ============= ultimately, these are exactly the kinds of questions users should ask of any browser extension – especially one trying to build a new layer between social identity and what people do across the internet. our vision for Pulse has always been to make the internet more interoperable, verifiable, and privacy-preserving: allowing people to bring what they build, trade, create, and achieve across platforms into their social identity, without having to hand over more data than necessary. we also believe infrastructure like this should be built in the open. that’s why Kaito Pulse will be open source this week. anyone will be able to inspect what the extension does, challenge our assumptions, suggest improvements, and contribute to the discussion around how this kind of social and verification layer should work. we’re still early, and we’d love for everyone to be part of the conversation as we build it.

Introducing Kaito Pulse – a social layer for the internet, starting with X. The internet was built around what people post. It's now increasingly shaped by what people build, trade and back. Most of that never reached the timeline. Until today:

$NBIS mindshare spiked to 8% in the last 24 hours as the stock surged 34% in a single day. Record Q2 revenue of $582M, beating estimates, up 454% YoY with their AI Cloud revenue alone hitting $575M. Nebius expects $9B+ in customer prepayments in 2026 and says demand is strong enough to sell out 2027 capacity right now.

All codes were claimed within 3 hours of launch, so we are gradually adding more in batches from here over the coming days. You can now waitlist for a code. Priority goes to accounts with higher relevance.

Today, we're upgrading Kaito staking. In 2025, it returned $1.64 for every $KAITO staked, a 136% annualized return, letting believers in the network share in the ecosystem's upside. We're introducing three improvements to how rewards reach stakers: 1. Expected 2x more allocation, as we're implementing an eligibility opt-in before allocation is determined. Last year the claim rate among stakers was around 50%, so under the new process all unallocated tokens are reallocated to active stakers before airdrop claims open. 2. Expected 2x more project participation rate. Previously, about half of projects dropped to Kaito stakers. This year we're waiving fees for pre-TGE token campaigns so all of them participate in the drops, making for a cleaner partnership and more rewards flowing to stakers. 3. Long-term stakers get disproportionately more rewards. Each drop now requires staking through the full campaign period. Some participants used to stake shortly before an airdrop, so under the new rule, if a campaign runs from mid-August to mid-November, rewards are distributed among stakers who held for the entire three-month period. All of this grows rewards for active participants who are long-term oriented. In the new year, we'll also be running more initiatives with community-bootstrapped experiments. Some of last year's biggest drops came from experimental projects such as Boop, and we'll continue putting our distribution behind community-bootstrapped teams building something new. The minimum requirement for most drops remains 5,000 sKAITO, with a 10% allocation multiplier for Yapybara NFT holders. This is to ensure the allocation is meaningful for participants in the ecosystem. Smaller stakers looking to participate in the upside can use our Pendle pool for YT-sKAITO. During Pendle pool rollovers, we'll run both pools in parallel so your position carries over without interruption.

Welcome @Kalshi to Kaito Studio. A series of their campaigns is on the way, with the first kicking off today: $150 for every trader you onboard (unlimited cap). Your referrals also become track record for all future brand opportunities in the Kaito ecosystem. Head over to Kaito Studio for the details, and link your email and Telegram to get notified.

$MSFT mindshare spiked to ~7% in the last 24 hours as the stock surges 15% in a single day. It's the single biggest day in 18 years following a record quarter revenue of $90B, up 18% YoY, driven largely by Azure cloud growth and strong AI spending forecasts.

Q2 2026 stock mindshare. $NVDA led 8 of 13 weeks, peaking at 6.68% and closing at 2.46%. $SPCX took 15.93% in week 11, more than the other nine names combined. $MU finished first at 6.24%, having not made the top 10 in week 1. Five of the nine opening names were gone by the quarter's close. Full week-by-week rundown ↓