Kaito Ecosystem Project Assessment: Who are the Potential Stars and Who are the Risky Projects?

With the rapid development of the Kaito ecosystem, various projects have emerged like mushrooms after rain, making it difficult to keep up. Among these numerous projects, which ones are truly undervalued, and which ones harbor risks? This article will classify and evaluate these projects based on core indicators such as project fundamentals, community incentives, and market prospects, categorizing them into three levels: "Great Potential", "Unclear Prospects", and "Higher Risks", providing readers with a clear investment reference guide.

Huge Potential

INFINIT: This project has a solid foundation and practical products, bringing DeFAI to new heights. Currently, 0.5% of its token supply has been allocated to users who actively participate in community activities.

Lombard: As a leader in the BTCfi field, its core indicators show exponential growth. The project team has set up a reward pool ranging from $1 million to $5 million, which is planned to be fully distributed by the end of the year.

Infinex: This is a leading DeFi integrated application platform, focusing on chain abstraction and providing a user experience similar to centralized exchanges. Approximately $6 million in rewards has been allocated to active users.

Caldera: One of the most active practitioners in the Rollup space, with a current total locked value exceeding $1 billion. Related reward activities are expected to be launched soon.

Openledger: As a leading AI network, it is committed to promoting community collaboration in creating data and AI models. The project has allocated $2 million worth of tokens for community incentives.

Uncertain Future

Hana: Although the project vision is good, the actual execution progress is relatively slow. However, a 1.5% user allocation ratio is quite considerable, and the current market competition is not intense.

Mitosis: Focused on the liquidity sector, but the market is already quite crowded. Whether the project can stand out largely depends on the team's execution capabilities. Currently, it has not joined any relevant reward programs.

Mira: Committed to building a trust layer for AI, but the field is highly competitive and the market is becoming saturated. The project team allocated 0.5% of the token supply to active users.

0G Labs: Currently the largest decentralized AI ecosystem, the project's fundamentals are very strong. However, due to excessive hype, competition is exceptionally fierce, making it difficult for new users to participate. In addition, the project has not yet launched any related reward activities.

Camp Network: The project vision and products are good, but it also faces issues of overcrowding and excessive exploitation. It is allocating 0.25% of the token supply and a monthly reward of $40,000 to active users.

High Risk

MemeX: Holds a pessimistic view on meme coins and their issuing platforms, believing that this narrative is outdated.

Puffpaw: The fundamentals are weak, user value and distribution channels are limited, essentially just an "e-cigarette store".

Lumiterra: The GameFi sector is currently still in a sluggish state, underdeveloped, with a low potential return on investment.

Monad: This is currently one of the most attention-grabbing projects, with high expectations from the market. However, the outcome of this project is likely to be either the next failure case or a success case, with a tendency towards the latter.

Overall, there are indeed some highly promising projects within the Kaito ecosystem, but there are also quite a few projects that carry higher risks or uncertain prospects. Investors need to carefully evaluate the fundamentals of each project, the team's execution capability, and the market outlook to make informed investment decisions.