Kaito
veToken Model KOL Harvesting Infrastructure - Methodology for batch-acquiring broadcast nodes
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| KAITO |
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| Infrastructure for batch-acquiring broadcast nodes |
| veToken model applied to KOL economy |
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+-----------------------------------------------------------+Core Positioning
For schemes, the most important thing is audience. To capture audience, you need:
| Element | Description |
|---|---|
| Story | Endorsements, TVL, tech shilling → Form conditioned response paths |
| Community leaders | Broadcast nodes that infect more people with "wrong cognition" |
Problems with Traditional Broadcast Node Acquisition
Market share + subsidy model:
├── Money spent before results
├── Broadcast nodes scattered, high negotiation costs
└── Too many grinders, few with real influenceHuang Silang's method works best: Wine and dine, behead, accept as dog
This is what KAITO does - infrastructure for batch-acquiring broadcast nodes, reducing scheme launch costs
Beheading: AI Captures Pricing Power
Quantifying KOL Dimensions
Smart Follower count
Whether inner circle
Tweets about which project/narrative
Bullish or Bearish
Hardcore or fluff
Interaction engagement
Global rankingKnows KOLs better than agencies, grabs pricing power immediately
Dog Training Effect
Forces KOLs to:
├── Use all skills to grind points and ranking
└── Change writing style and output based on Kaito scoring
Million livelihoods at stake = Pavlovian dog trainingAnalysis as Dividend Scheme
Points schemes are basically always dividend schemes. Discuss: sunk cost, payout ratio, external liquidity
Why Do Dividend Scheme
Dividend scheme goal: Build asset/traffic deposits to find exit liquidity
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Kaito through dividend points "profits to persuade"
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Captured the world's largest CT KOL market
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Mindshare became de facto "operations index"
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With traffic → listing is valuable → can do bribes
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Uses project money to provide exit liquidity for YAP pointsSunk Cost Design
| Type | Equivalent |
|---|---|
| Fixed sunk cost | Smart follower count (personal social capital) |
| Variable sunk cost | Connect lockup + external project bribe pricing |
Black Box and AI Training
Black box 1: smart follower definition rights (mining machine cost)
Black box 2: Interaction and content quality judgment (anti-grind)
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Most people don't care about fairness, just whether they can profit
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Subtly guides KOLs to change output → indirectly controls narrativePsychological Suggestion
Packages "sunk cost" as "brand influence" building:
Even without Kaito, I should Yap
Analysis as Mutual-Aid Scheme
YAP's liquidity and pricing is completed by projects through Connect bribes, and veToken bribe models are inherently mutual-aid schemes.
Traditional veToken Model
Project provides bribe payout → LP exchanges for veToken voting rights (lockup)
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Project obtains main project payout ratio (CRV/BERA/TABI) through voting
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Returns = Main project payout - Bribe payout
Collapse condition:
Bribe payout expectation > Project's bribe ratio + Main project payout obtainableKaito's Mutual-Aid Model
Project (pre-TGE) provides bribe payout
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Exchange for KOL votes (7-day lock)
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KAITO listing = PoL (Proof of Liquidity) payout
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Project returns = Ad placement ROI - Bribe payoutCeiling Problem
Twitter ad placement ROI has inherent ceiling:
├── Even with all KOLs shilling daily, market purchasing power is limited
└── Bribe payout will find equilibrium between market demand and ROI
Ad placement ROI also linked to listed project secondary performance:
├── Project collapses/rugs → Reduced trust in Kaito listing
└── Ad placement ROI drops → Bribe payout decreases → Mutual-aid collapse risk increasesKaito's Solutions
| Mechanism | Effect |
|---|---|
| Continuous Launchpad | Keeps market fresh, prevents single project from being sole focus |
| YAP vote 7-day lock | Sets opportunity cost, equivalent to liquidation threshold |
Potential as Split Scheme
YAP either can't be tokenized (only as KOL metric)
Or can be monetized but must have anti-inflation mechanism
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Assume $KAITO is price-unrelated to YAP
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May have split scheme mechanism:
├── Pump mother coin on one hand
└── Issue new assets denominated in mother coin on other
Connect itself is basically a launchpad
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Possible:
├── List via YAP voting
├── $KAITO as whitelist entry ticket
└── Open pools with $KAITO as quote tokenCore Formulas
Kaito essence:
├── veToken mechanism dividend + mutual-aid scheme
├── Core asset is YAP points, not $KAITO token
└── AI quantifies KOL influence, captures broadcast node pricing power
Clever design:
├── Black box points control inflation + influence KOL behavior
├── Connect bribes let external projects give YAP liquidity
└── Zero-payout dividend scheme design
Collapse model:
├── Twitter ad placement ROI has ceiling
├── Systemic debt can't grow infinitely
└── Listed project secondary collapse → Double kill risk
Exit signals:
├── Watch collapse model indicators closely
└── Guide when to cash out YAP OTCIt's nice to be with you on this ride, but I never forget what is my ultimate goal