On February 20, the Kaito airdrop officially launched, attracting widespread attention from the global community for this AI-driven crypto project, which is supported by top VCs and valued at up to $1.7 billion. As a representative of the "Yap-to-Earn" model, Kaito rewards users through social media interactions, attempting to elevate the InfoFi concept to new heights.

According to the information released by Kaito, the core mechanism of this airdrop revolves around "Yap points." The tokenomics indicate that 10% of the tokens are initially allocated to the community (with 56.67% of the total supply planned for the community and ecosystem, and 19.5% for long-term incentives), while the remainder is allocated to the team (35%) and early investors (8.3%). The official statement emphasizes support for long-term holders, incentivizing users through the "HODLer badge" and Genesis NFT bonuses.

After the launch of KAITO, the market performance remained relatively stable. According to market data, compared to some airdrop projects that saw declines of over 50% on their first day, Kaito's price fluctuations on the day of the airdrop were controlled at around 30%.

However, the community's opinions on the Kaito airdrop are mixed, with some affirming the project's generosity and potential, while others express strong dissatisfaction with the disparity between expectations and the distribution rules. BlockBeats summarized the positive and negative feedback on the Kaito airdrop based on user responses on the X platform.

What does the community think?

For many users, the biggest attraction of the Kaito airdrop lies in its "zero-cost high return" characteristic. X user @celiawan2 mentioned, "Most users got airdrops worth 4-6 figures without spending a dime," which makes them feel that the Kaito project team is quite sincere. Especially for ordinary retail investors and mid-tier users, rewards ranging from hundreds to thousands of dollars exceeded many people's expectations for "zero-cost" projects, with some even believing that "other projects would praise the team for their boldness." This viewpoint resonated within the community, particularly among those who previously had low expectations for the airdrop.

Additionally, some users recognized Kaito's value, believing that Kaito has core value through AI-optimized information. @BroLeonAus stated, "As a protocol that can already generate revenue and effectively change the behavior patterns of a part of the industry ecosystem, this is much more meaningful than most ghost chains that just reinvent the wheel." @bee926cn expressed in a tweet that despite the controversy surrounding the airdrop, he is "optimistic about Kaito's future" and has already experienced its product, Kaito Pro.

On the other hand, there is also considerable negative feedback regarding the Kaito airdrop. The main criticisms focus on "expectation management" and "distribution rules."

Many users indicated that their expectations were raised by the community's heated discussions before the airdrop. @Route2FI stated that he had expected to receive between $50 and $120 from the airdrop, and although he could buy back quickly, he ultimately sold his KAITO airdrop first.

@Cary_Zz mentioned that before the official tokenomics were released, there were rumors that "each Yap point was worth $100 or Genesis NFT holders would receive excess returns." However, the actual result was about $21 per Yap, with an overall airdrop ratio of 10%, far below expectations, leaving the eager community greatly disappointed.

In response, @zijingNFT stated that Kaito's expectations were overly hyped, and many participating KOLs were in it for yap social mining, "but now the coin price is too far from the ideal, and FUD is inevitable." @BroLeonAus shared a similar view, pointing out in a tweet that "more of the criticism comes from the gap in expectations," a sentiment that permeated nearly all negative comments and became a focal point of community discussion.

Not only were the returns below expectations, but the distribution rules set by the project team also sparked dissatisfaction.

First, Sonic Labs founder Andre Cronje posted on social media, "For reasons I can never understand, Coinbase has refused to list S for 8 years. And because I refuse to do anything on Base, I cannot claim the Kaito airdrop."

@hellosuoha pointed out, "Value alignment is a very interesting behavior; only one knows whether it is aligned or not. In the end, those who gained more are dissatisfied, and those who gained less are even more dissatisfied; only those who just registered and received the airdrop are satisfied." One netizen even joked in the comments, "I never thought values could be played with like this."

Not only is there a value alignment issue, but the specific distribution ratios of the airdrop have also left the community unhappy.

@yuyue_chris stated, "The reputation of top, mid-tier, and low-tier KOLs is quite polarized: the top ones are generally not very satisfied; mid-tier and low-tier ones are very grateful for $KAITO." @mdzzi shared a similar opinion, stating, "The victory of mid-tier KOLs, while top KOLs' influence is being harvested," believing that the returns between top contributors and new users are unequal.

In response to this, some KOLs listed their own data. @0xBreadguy mentioned, "It's a bit ridiculous that I have to stake $120,000 worth of $KAITO to get the same badge as someone who staked $5."

@0x0funky speculated, "The Yaps score and the Kaito given are not proportional," noting that one Yap is about 7.5 Kaito, and many 20 points convert to one point giving 20 Kaito, "it should be a basic guarantee and then added based on the Yaps score."

@CyberPhilos combined the alignment of values with the Kaito project team and the ratios, providing a hypothesis: "Those who flatter Kaito, yap: Kaito is 1:20 or even higher; neutral ones, yap: Kaito is 1:10; those who have criticized Kaito before, yap: Kaito is 1:2."

Additionally, the rapid sell-off by large airdrop recipients (on-chain data shows that 7 out of the top 12 cleared their holdings) and the lack of a lock-up period design have also raised community concerns about the project falling into a "hype-surge-sell-off" short-term speculative cycle.

How is the performance of AI data tools issuing tokens?

While the community was engaged in intense discussions about the Kaito airdrop, another AI data tool that issued tokens on the 21st revealed the amount of Kaito airdrop received by KOLs and the sell-off ratio analyzed using its own AI tool. This is not the first time a data tool has issued tokens. Previously, Binance launched the Launchpad project Crypto data analysis platform Arkham (ARKM), which is also a blockchain data intelligence analysis platform that uses AI (Ultra Engine) to associate blockchain addresses with real-world entities, providing insights and analysis of trading behaviors.

Related reading: "What other data tools have not issued tokens after Arkham?"

Similar to Kaito, Arkham is also classified as an AI data tool, both aiming to address the fragmentation of information in the crypto world through technological means, providing users with "Alpha opportunities." The difference is that Kaito leans more towards social data, while Arkham focuses on on-chain data. So how is the current status of Arkham, the first data tool to issue tokens? In terms of price, according to market data, the current price of $ARKM is $0.71, with a historical high of $3.12 on March 10, 2024, showing a nearly 80% decline from its peak, indicating significant volatility. Perhaps due to being categorized as an AI project, its price fluctuates with the rise and fall of the entire AI sector.

In the current market environment where the AI sector is performing mediocrely, will Kaito's TVL after issuing tokens break the silence of various AI projects and bring back market enthusiasm? Or will it follow the old path of Arkham, fluctuating with the entire sector? Or will it compete for the ecological niche of AI tools with Arkham? All of this remains to be seen.

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