📍If the Yap trend isn't dead, can Cookie catch up with Kaito? 🔶Cookiefun has a public InfoFi interface, allowing the community to access impact data, rankings, evaluation logic, without hiding algorithms like Kaito. 🔶The $COOKIE token is currently used for: - Rewarding SNAPS for users who contribute content. - Staking, receiving airdrops based on interaction levels. - Future governance of the DAO. 🔶The core difference between Cookiefun and KaitoAI lies in their building philosophy: KaitoAI pursues a model focused on maximizing profit from data, by charging high fees, hiding algorithms, and only providing analytical information to paying users. This mindset creates a "black-box" system where only those with sufficient financial means can access information, while promoting data exploitation behavior rather than community contribution. 🔶In contrast, Cookiefun is transparent about the entire ranking logic, publicly shares the impact evaluation mechanism, and encourages community participation through SNAPS and Badges rewards. Not only major KOLs can be followed, but every account has the opportunity to be recognized for its impact, creating a fairer playing field and reducing Yap-Farming rates. -> Kaito has been criticized by the community for its opaque mindshare by only displaying data to paying users. Part of the community has reacted by turning to other protocols like Cookiefun. The data has proven this: + Total DEX volume reached ~$700M, staking and liquidity rates have increased again after the launch of Cookiefun. + The number of users interacting with Cookiefun is rapidly increasing over time, with consistent growth each week since the launch of v1.0 Alpha (end of May). Clearly, SNAPS & Badges are working effectively. + The volume of SNAPS minted daily is maintained and shows no signs of decline. + The number of wallets staking or trading $COOKIE hasn't exploded but is still increasing over time, proving the token's utility. 🔶It cannot yet be said that Cookiefun is superior to KaitoAI as both have their strengths and distinct user bases; one could liken KaitoAI to a tech coin with real revenue, while Cookiefun is a memecoin with community benefits. If Cookiefun can release stronger updates, perhaps the story of catching up with KaitoAI is entirely possible.
📍Kaito - the project that brings InfoFi from theory to adoption From the early days of crypto, data in crypto was merely price feeds fed into smart contracts, and oracles were not highly regarded at that time. But as DeFi expands into AI, RWA, credit, social data... one thing becomes clear: Data needs not only to be accurate – but also to be valued, controlled, charged, and generate cash flow. InfoFi ≠ Oracle. - InfoFi (Information Finance) emerges to meet that need. It is not an oracle. - Oracles bring data onto the chain. -> InfoFi transforms data into a type of capital with cash flow, a market, and extraction strategies. 🧠 Kaito – The one who pulls InfoFi out of theory While most projects are still "drawing the InfoFi model" on whitepapers, Kaito has brought this concept into the real market, with real users, and real money. - 400,000+ real users, searching for and interacting with hundreds of crypto data sources - ARR ~ $33M/year with revenue from products like Kaito Pro, Yaps, Connect - Yaps: the first platform to tokenize "attention", turning social data into stakeable insights, rankings, and rewards - Multi-layered products: from AI search (Kaito AI) to B2B API (Kaito Connect), independent of any app -> Kaito does not create an oracle, nor does it build a separate oracle. But it is the first project to solve the problem of data value, attention scarcity, and information cash flow – precisely what InfoFi demands. InfoFi is not a buzzword. It is a natural response of a market entering a phase of financializing everything, from user behavior, market sentiment to credit and AI data. And Kaito is proving this with products, not pitch slides. The InfoFi trend could even explode further if retail cash flow is not too weak in this bull run. But the story still lies in the future.
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