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Yu Hu ๐ŸŒŠ
@Punk9277
Founder @KaitoAI. Building things people use | ex @citadel veteran
4.8K Following    63.8K Followers
new stakedrop mechanism out tomorrow should be a fairer and more rewarding way for stakers to participate in all upcoming partner drops
so many brands to come to kaito studio and we haven't announced the new thing yet stay tuned
turns out it was the signal indeed
sentiment has hit the worst point ever for $SKHY is this the signal?
sentiment has hit the worst point ever for $SKHY is this the signal?
20 projects have submitted the form in the past two hours and counting!
Introducing Kaito Katalyst, a new reward layer for creator campaigns, where projects pay for what creators actually drive. This is the closest thing yet to the model many of you have been asking for, rebuilt with a better mechanism underneath and in line with platform rules. Built on Kaito's latest intelligence infrastructure, projects can attribute rewards using a flexible set of criteria, including mindshare, clicks, sign-ups, deposits, in-platform activity, and more. It is powered by our broader data agreement with X, our verification architecture with @Brevis_zk, and proprietary attribution infrastructure built in-house. We have spent the past two months piloting Kaito Katalyst with AI labs, consumer AI apps, smart hardware companies, and businesses across crypto and finance. Several are already in test mode, with some launching imminently. For TGE projects, we are also introducing a dedicated format with no service fee. Instead, projects put up a refundable deposit alongside the reward pool, so creators know the funds are committed before they post. Each campaign publishes its token allocation pool and vesting terms upfront, so creators know exactly what they are earning and when. 80% of each token pool goes to the creators who drove the results, while the remaining 20% goes to $KAITO stakers and YT-sKAITO holders on @pendle_fi. Long-term holders and Yapybara holders earn a multiplier for their commitment. This brings back the Stakedrop mechanism we have run since 2025, accruing significant value to the broader Kaito ecosystem - equivalent to a ~136% annualized return. The market structure may look different from the last cycle, though our biggest opportunities have always come from experimental breakout projects - the very teams this format is best suited for. It allows promising projects to get bootstrapped without an upfront cost, gives more creators access to real opportunities, and enables those backing Kaito to share the upside. The same structure can also extend beyond traditional token launches to tokenized equity projects willing to use tokens or equity to accelerate their growth. If this sounds relevant to your project, reach out to our team today. Much more on the way.
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in short: - a new tge campaign format with better alignment: no upfront cost for brands and stronger protection for creators - bringing back direct drops to sKAITO and YT holders (time-based loyalty and yapybara as multiplier) - a full attribution engine - opportunities beyond crypto we march on
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everything eventually goes back to first principles - why it existed in the first place what problem it was trying to solve what wasn't working has the problem been solved now? and how can there be a better system?
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the fact that people can trade CXMT on hyperliquid is a truly generational event witnessing history here
stocks are live on pro! many of us may have noticed how much X and global retail (incl China/Korea), now have an outsized impact on stock market flows at the same time, markets are entering a phase where a growing share of flows is narrative-driven as a result, weโ€™ve been getting increasing requests for better ways to track stock-related information and sentiment, including: - tracking tweets from high-signal accounts to compare theses and analyze whatโ€™s priced in - tracking sentiment to identify retail social regimes for each stock, whether itโ€™s fear, fomo, consensus building, inflection points, etc over the past few months, weโ€™ve been working on this coverage, primarily by building a completely new social graph to identify top stock traders globally, as well as a new knowledge graph covering thousands of stocks around the world the good news: this is now live on pro. starting today, you can access tweet thesis and sentiment analysis for 3,000+ stocks globally, available both on the portal and via our mcp/api weโ€™ll continue building additional stock-related features - stay tuned!
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Stocks are now live on Kaito Pro. You can now track over 3,000 global stocks: sentiment, price, thesis, and more, all in one place. See how each stock's social regime is moving, and which ones are inflecting. This is just the start, with more verticals on the way.
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spent the last two weeks on the road in sf and beijing a new paradigm for the world a new paradigm for Kaito can't wait
data is only as powerful as what it enables it grounds us in reality it quantifies what used to be abstract it creates feedback loops for those putting in the work and it opens doors to anyone with the spirit to try
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Proof we're evolving as an industry @KaitoAI added pre- and post-IPO mindshare dashboards We spent years obsessing over attention, narratives, and mindshare. For all its flaws, that's one area where it's been ahead of tradfi. good ideas don't have to stay in crypto.
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the recommended way to share your card - copy link - copy image - post link then it'd accumulate
every corner of the internet has its own voices that matter in stocks, in AI, in robotics, in crypto the next era of the internet is one where individual expertise, reputation, and distribution become core economic primitives today, we kick off with the new social card, expanding into frontier tech and broader finance over the next few months, weโ€™ll roll out a series of products bringing new opportunities, new economies, and new currencies into new fields thatโ€™s what today is about: a new era for Kaito, with a much bigger scope stay tuned
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Influence used to belong to a few. Not anymore. We started by mapping influence in one vertical and grew it to 1M users. Today, we're taking it further.
Influence used to belong to a few. Not anymore. We started by mapping influence in one vertical and grew it to 1M users. Today, we're taking it further.
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track four groups of marginal buyers for $SPCX over the next month: - active funds: ARK of the world. track position build - index funds: time-based. track calendar. mostly Russell, MSCI, nasdaq. net of frontrunning - short covering: track short interest & days to cover - fomo retail buyers: track sentiment and leverage
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saylor bought 4% of btc tom lee bought 4% of eth PURR bought 10% of hype index funds are buying 20% of spcx
prediction: CT is going to trade SPCX better than 99% of the retail
seen some takes on "i'd buy SPCX in 3 months at a lower price" sure - but that's on a fundamentally different thesis the thesis at open should be entirely based on flow - val doesn't matter because you have a stock that has - 4.2% float - o/w only 20% to retail -> this means 0.8% possible sell pressure (rest to long-only) - o/w >50% won't sell given flipping policy / natural hodler -> 0.4% possible sell pressure while index funds are expected to buy 20bn / 1% 1% >> 0.4% it's like elon launches at coin with 99.6% control while a DAT is coming in 2 weeks. insanity
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seen some takes on "i'd buy SPCX in 3 months at a lower price" sure - but that's on a fundamentally different thesis the thesis at open should be entirely based on flow - val doesn't matter because you have a stock that has - 4.2% float - o/w only 20% to retail -> this means 0.8% possible sell pressure (rest to long-only) - o/w >50% won't sell given flipping policy / natural hodler -> 0.4% possible sell pressure while index funds are expected to buy 20bn / 1% 1% >> 0.4% it's like elon launches at coin with 99.6% control while a DAT is coming in 2 weeks. insanity
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