Few thoughts 1.InfoFi is still pretty new Dont think its broken TBH - just getting started eg - tokenising opinions. SocialFi IMO is whats broken + low EV. People still hoping and clinging onto the meta of do a tweet get an airdrop. Why these business models are evolving are both projects and creators are saying it doesnt work + create a death spiral of botted/slop content. 2. Kaito has built an entire creator model on top of X, with some creators now operating their entire business model ( team) around optimising for X + Kaito scoring system No point trying to blow that up vs figure out whats non core for Kaito and how you build alongside/co exist Pro Tip - get on 1:1 calls with creators, ask them what tools would help them grow. 3. Everything gets labelled InfoFi at the moment and thats a problem. Dragging the space down to be low EV. Serpin nailed this on Shive/Wale space last week - most of what we see is just marketing tooling dressed up as InfoFi - ie there is nothing to trade, no FI 4. if you have an actual product get it out fast - then real quick you will see what people think of it, what they think it is, what bucket they want to put you in. Kaito didnt set out with this goal of tokenising attention through Yaps, that happened as their product evolved and they listened to users + switched up the product/marketing 5. if the EV play is creating content that understands the X algo, understands what content is more likely to be shared/trend vs isnt, then one of the major winners inthe next "wave" of InfoFi will involve AI Smarter and more intelligent content < automated content production and distribution = more growth, engagement, revenue. Just like we saw v1 social chatbots rise (and fall), putting my money that one of the biggest creators is going to be an AI version of an established creator who uses AI to speedrun their current content business. Seen @jessepollak tweet about AI Jesse for example, already happening. ( sidenote this is what tokenising time actually looks like, making time limitless with AI version of yourself. No human required)