Finally, it's here, the chatter is over: InfoFi is going through a cruel but necessary recalculation | a watershed between content, brand, and coin price! Last night, X revoked API access permissions for the 'InfoFi' application—— X believes that the model of "posting=taking money" has been deemed by the platform to disrupt user experience, so it is determined to eliminate the "content production system that exists for incentives" without hesitation. Within 24 hours of message fermentation: KAITO fell more than 15% COOKIE drops by over 14% Kaito founder Yu Hu @ Punk9277 responded by stating that "Kaito will gradually discontinue YAPS and motivational leaderboards and launch Kaito Studio. '' The exact gameplay of Kaito Studio has not been announced yet. With Yaps dead, whether Studio can survive depends on two things: real conversion ability and whether the token becomes a must-have, otherwise the coin price will be awkward. one ️⃣ I personally think this reform is a good thing, No matter whether you do InfoFi or not, no one really wants their timeline to be filled with advertisements, template posts, and AI replays. So in the future, the content of our timeline should be visibly clean, coupled with X's bonus incentives, the relative weight of true opinions, true experiences, and true information should increase. This is beneficial for content consumers, It is also a late but necessary clean-up for true creators. two ️⃣ InfoFi is not dead, but the 1.0 model has ended! Starting today, in order for the concept of InfoFi to survive, or to survive on X: ❌ Open incentives driven by airdrops; ❌ Ranking list+post mining; ❌ Brush presence=quantifiable value. These will gradually become ineffective. The only feasible solution must shift from "airdrop driven open incentives" to "brand driven controllable advertising". That is to say, the budget comes from real brands, the advertising has clear goals, the content must deliver results, and the creators need to be "selected" rather than "everyone can mine". So the weight of Agency is increasing, and the weight of good brand KOLs is increasing. three ️⃣ The long-term impact on KOLs who cherish feathers is a structural benefit! Behind this incident, it actually reinforces a trend: the brand influence leverage of individual creators/KOLs is increasing. So the brand effect of KOLs will become increasingly valuable, and people with clean feathers will become more valuable. So I have always encouraged everyone to do the right thing, cherish their feathers, and cherish their brand. Mouth sucking may have been efficient in the past, but in the long run, it has never been a moat. four ️⃣ From the perspective of currency price, this is a "valuation system recalculation": The reason why the market crashed in the first place was not due to excessive emotions, but a fact: the implicit premise of many InfoFi tokens' valuations was that "the incentive scale can continue to expand". When this premise is officially denied by X, the price will naturally go to foam quickly. In the coming period, you are likely to see a significant increase in the volatility of InfoFi related tokens, a shift in the market from "storytelling" to "focusing on data/landing", and frequent expressions related to Studio, Enterprise, and B2B. If a project: Unable to establish a genuine brand partnership for a long time; The token does not have a clear consumption or settlement scenario. Its coin price is likely to enter a "slow but sustained downward valuation", so it can only be said that the pressure is on Kaito and Cookie!