Kaito Data-Driven Insights on "Unlaunched Token" Projects: Analysis Based on User Mindshare

1/ Chinese Language Region Pre-TGE Mindshare Arena

According to Kaito's latest data, @Sidekick_Labs leads the Chinese language region with a user mindshare of 32.8%, demonstrating strong market influence.

What did Sidekick do right? I think it might be:

Accurate product positioning: Sidekick positions itself as "Web3 Douyin."

Capital endorsement: Strategic investment from YZi Labs.

Initial ecosystem formation: By attracting quality KOLs and users to its live streaming platform, Sidekick has formed a self-circulating content ecosystem, with network effects beginning to show.

@defidotapp ranks third in the Chinese region, with a user mindshare of about 8.5%. As a typical Western-backed DeFi project, its Go-To-Market strategy in the Chinese-speaking region has performed excellently, especially ranking high in both Chinese and English bilingual areas, demonstrating strong localization capabilities.

On this point, @yueya_eth has more authority than I do.

2/ English Language Region Pre-TGE Mindshare Arena

The distribution of the leaderboard in the English region is relatively balanced, with small differences in mindshare among top projects:

@AbstractChain: Ranks first with a user mindshare of 9.8%.

@Somnia_Network: Follows closely with a share of 7.48%.

Abstract performs outstandingly in the English region but failed to enter the top 20 in the Chinese region, possibly due to:

Brand influence differences: Fat Penguin has high recognition in overseas markets but limited cultural resonance in the Chinese region.

Lack of market operations: Abstract has not conducted systematic operations targeting the Chinese market, lacking localized content and community building.

Finally, @pumpdotfun and @Polymarket, as representative applications of this cycle, continue to rank high on the leaderboard. However, from a theoretical perspective, the necessity for both to launch tokens is low:

Mature business models: Both have established stable revenue models and do not need to drive growth through token incentives.

Token economic risks: Introducing tokens may complicate incentive mechanisms, increasing regulatory and volatility risks.

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