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Kaito's recent statement essentially announced the end of the wild growth era of the InfoFi track.
The news that Twitter cut off API access seems passive, but in essence, it has become a watershed moment for the industry. This is not natural evolution but a brutal survival competition—platforms have taken up the knife, forcing all participants to make a choice.
What was Kaito like in the past? Simply put, it was a decentralized traffic trading marketplace. As long as you had an account, retweets and interactions could earn you airdrop rewards. Under this logic, bots, click farms, and real users were mixed together, creating a false illusion of prosperity. When Twitter changed its algorithm, these piled-up vanity metrics collapsed instantly, leaving only zeros.
Now, Kaito's new direction is to build an "On-Chain 4A Company." In colloquial terms: from zero threshold to an elite system. No longer a savage mode where anyone with an account can participate, but a strict selection of partners. The logic behind this shift is very clear—they want to compete with traditional advertising giants, and the only winning card is to prove the value of genuine conversions. Converting 10 targeted users beats 10,000 zombie accounts' fake interactions.
The core behind this is: only real, verifiable data is valuable. The future of the InfoFi track no longer relies on traffic stacking but on the authenticity of data and conversion rates. What the platform is doing is a thorough cleansing—removing all fake elements and keeping only the parts that can truly generate value.