Haotian
Haotian|Jan 16, 2026 01:06
Finally, @ KaitoAI was killed by Elon. Kaito never imagined that one day it would be killed by the "AI Crown" that it was proud of. Where do we start? Just yesterday, the product manager of X, @ nikitabier, officially announced the complete ban on the use of InfoFi protocol APIs that create AI spam for the purpose of earning points. And isn't this heavy blow directly harming KAITO, which many people dare to be angry but not speak out about and started with infoFi? 1) Success is parasitic, failure is parasitic Kaito's original core narrative was very sexy, using AI to organize data on X, tokenize it (Yaps), and embed an incentive mechanism. In this way, the X platform has become a mining ground for many mouth slapping players, with unparalleled glory for a time. But Kaito's logic has a fatal bug: its underlying 'data' assets do not belong to it. Simply put, Kaito's current Yaps integration system is essentially a "parasitic" protocol built on top of the centralized data source X. At the beginning of the early stages of AI, X's own Grok also had to feed data and commercialize it. @ elonmusk turned a blind eye to AI protocols like Kaito that used their own data, water, and electricity to issue coins for nothing. But when Gemini was fully integrated into Gmail Drive, Elon couldn't sit still. How could others sleep soundly on the side of the bed? 2) Grok's source of contamination We must see a fact, we must see a fact: X is no longer just a social media platform, but the core "private data mining farm" for training Grok models with xAI. In the arms race with AI giants such as Google and OpenAI, X's only moat is "the world's most real-time and vivid human real thinking". However, InfoFi protocols such as Kaito with incentive mechanisms (Yaps) have objectively become the "pollution source" of the X ecosystem. In order to earn points, a large number of bots and studios use AI to generate generic spam comments and false interactions. How can Elon allow it? Grok's backyard is filled with AI generated "synthetic data" and garbage noise, and this falsehood has made many "real people" unwilling to interact. Undoubtedly, in order to preserve X's valuable data production environment, Elon must eradicate these "parasitic protocols" that create false prosperity. 3) Will the gold content of Yaps increase? In the short term, Kaito has lost the "God's perspective" of automatically capturing the whole network data, and will certainly move towards the death spiral, but in the long term, this may be a forced "de foam" upgrade? This forces Kaito to establish a screening mechanism for anti witch values. Kaito ultimately had to choose to shift Yaps incentives towards real users and high-quality content, which were already its values. It is currently unclear what kind of manual replacement solution it will be, perhaps through users actively backing up and submitting content, and verifying it through community DAO? Wait. Seemingly increasing the threshold and cost of review and rewards, but as a leading infoFi project with a market value of $500 million to $600 million, it is time to make a bold reform to match its character. The above. In my opinion, Elon did not intend to target Crypto. X does not allow Grok to be defenseless in the grand narrative of challenging Google's AI dominance, and any third-party protocol that interferes with data purity and creates false prosperity is destined to become a sacrifice. For the entire InfoFi track, Kaito's experience is just the beginning. Any protocol built on top of Web2 data "freeloading" must figure out where Plan B is.
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