Infinex - Kaito

🤖 Reshaping productivity and production relations, AI+Web3 may become the mainstream narrative 🐂 of a new bull market

🤖 The boundaries of AI+Crypto have not yet been touched, and it is worth exploring more technological innovations and real-world use cases.

There have been no updates on the @anoma Testnet for the past two days, and I haven't participated in the Testnet in time, so my ranking must have dropped to the bottom!!! It seems that the hype has already passed, and if the airdrop isn't released soon, it will really be over! Testnet; #KAITO# @KaitoAI Current ranking ⬇️⬇️⬇️ - Rank; 1511 - Score; 2901383

Brothers should still remember the @grass that allowed countless people to make a fortune some time ago. It gained popularity through low barriers to entry and quick airdrops, with its market value once soaring to over $700 million, becoming a star project in the DePIN track. But what I want to talk about today is @theblessnetwork, which is on the same track and will be launched soon. In my opinion, the design of Bless is more promising than Grass in terms of long-term sustainability and network effects. Token model comparison: Bless is more innovative. Grass: Single currency model, fixed supply of 1 billion, users can trade the $GRASS they receive immediately, typical "short-term gains + instant cash out". Bless: Dual Currency Model (TIME + BLESS), with a fixed total supply of 10 billion for $BLESS, while $TIME is generated in real-time as points and ultimately exchanged for BLESS. This effectively embeds a delayed monetization + continuous incentive mechanism in the design. In other words, $Grass is a one-time candy distribution, while $Bless is more like a continuous drip irrigation, allowing users to keep investing. Airdrop and Participation Threshold: Bless focuses more on quality. Grass: 27% airdrop, almost everyone gets a share, but the result is "per capita meager", and the distribution is severely diluted. Bless: 10% airdrop, of which 8.5% of the Genesis pool is directly aimed at early participants, with an anti-witch mechanism in place to ensure real user profits. It can be seen that Grass focuses on speed and breadth, while Bless places more emphasis on quality and long-term community. User retention and incentives: Bless data is healthier Grass: 280,000 daily active users, which seems astonishing, but the retention rate after 30 days is only 62%. Bless: TIME points recipients 160,000, although the scale is small, the retention rate is as high as 78%, which indicates that users are more willing to run nodes long-term. This is also the advantage of the dual currency mechanism: users are not in it for a one-time airdrop, but for long-term benefits and governance rights. Community sentiment: Grass is cautious, Bless is optimistic. Grass: The community is concerned that "the distribution is too dispersed and the returns are too thin." Although the popularity is high, the sentiment is cautious. Bless: The design of the Genesis Pool is considered "generous," with a transparent mechanism. What everyone is more concerned about is when the TGE will start. With the Kaito incentive, the overall atmosphere is "patiently waiting, full of confidence." Final evaluation (represents personal opinion only) Grass represents the classic Web3 airdrop model of "rapid growth + instant incentives." Bless creates a new way of "delayed monetization + continuous incentive" through the TIME-BLESS dual token design, which is more conducive to forming long-term network effects. For a track like DePIN that requires long-term computing power and node support, I believe Bless's model is clearly healthier and more worthy of long-term optimism.

During the weekend, the Crypto Assets market displayed a diverse trend. Bitcoin (BTC) continued the tradition of rising on Sunday, breaking through the $118,000 mark. However, market analysts expect a slight pullback on Monday, advising investors to patiently wait for the potential target of $130,000. Binance Coin (BNB) has shown particularly strong performance, almost reaching an all-time high. Experts point out that towards the end of a bull market, exchange platform coins often experience explosive growth. Additionally, today's token generation event (TGE) for a certain wallet project is expected to further drive up the price of BNB. Ethereum (ETH) showed a good restorative rebound over the weekend, regaining the $4,500 threshold. However, there was a pullback early on Monday. The market is focused on whether it will continue to decline this week and whether the altcoin season will arrive. It is worth noting that several projects will face large-scale token unlocks this week, among which FTN, ZRO, and KAITO are particularly noteworthy. Especially FTN, which is expected to unlock a value of up to $91.4 million. Another notable trend is the Ethereum staking exit. Analysts point out that there are currently over 890,000 ETH waiting to be redeemed, which may exacerbate the selling pressure on ETH. From a technical perspective, Bitcoin shows a downward trend across all time frames (1 hour, 4 hours, 12 hours, and daily). The key intraday resistance level is at $120,500, with support at $114,000. Overall, the Crypto Assets market is at a critical juncture, and investors need to closely monitor various factors, including token unlock events, staking exit dynamics, and overall market sentiment. In this rapidly changing environment, it is crucial to remain vigilant and moderately cautious.