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The internet's first era meant digitizing all information and putting as much data online as possible.
Now, the goal is to give all that information value through blockchains.
This will positively impact the value of information through tokenization because it's provable and tracked.
The infancy of this however is to start with tokenizing all assets.
The future of all markets is online 24/7, powered by crypto, accessible to anyone.
Rollups as the underlying infra will solve this.
This is Internet Capital Markets.
DeFi and InfoFi are the strongest verticals in crypto right now.
Both have top-tier PMF at the app and user level.
Best examples are Kaito and Hyperliquid.
If people use it daily, it probably matters and has value.
Similarities? They own their stacks end to end - infra + UX.
Love seeing @arbitrum here
Boolish for @KaitoAI and InfoFi
Arbitrum's led with a product-first mindset — build real infra, skip the TL hype
Proves Kaito isn't just noise - it's here to stay
Proud to call Arbitrum one of Caldera’s closest partners: 30+ Orbit rollups strong
A lot misguided hate on Kaito ruining the TL.
Nothings changed, it's just more visible.
And if anything, there's mostly positives.
Evaluating growth campaigns and narrative impact on CT is now possible because of Kaito.
Trying to figure out which KOLs actually move attention for your project? Now you can.
Trying to see if your announcement drove real mindshare? Now you can.
Of course there are farmers, there always have been.
And yes, more accounts are grinding leaderboards - but that comes with a learning curve.
To rank meaningfully for an extended period, you have to know the project and talk about it often.
That means more influential accounts are learning about projects and helping educate and push to their audiences.
Instead of just the same 25 influencers shoving meme coins and PNLs down our throats, now you’ve got thousands of voices talking about all the hot projects and ecosystems.
And just like every other TL wave - memes, hot chains, meta shifts - if a project sucks, the noise fades. Signal survives.
I think in the end this will be a net benefit to the space even if it doesn't seem like it now for some.
Truthfully Kaito has been a vital part of our game plan at @Calderaxyz and has had a massive impact on us as a project.
We've been building for 3+ years, we've got real tech that is widely used across the space, real usage, real value.
But it's not always the sexiest.
So at times pre-Kaito, meme coin Y would flood the TL while real builders sat in silence waiting for it to pass -
even though tons of people were looking for communities and projects that were legit to believe in and engage with beyond something thats just going to last 48 hrs.
Now that opportunity exists for users, and it exists for real projects.
I'm glad to see more ecosystems (notably, recently, Arbitrum as an example) using Kaito to understand the full scope of their narrative and growth - and be able to capture it because of the positive impact they've had on the space.
The noise will still come and go, on Kaito leaderboards and off Kaito.
Low-effort projects will always spike and eventually disappear.
Kaito hasn't changed that.
What it did create is the possibility for the real ones to get the attention they’ve earned.