InfoFi · 35

Analyst says Kaito faces huge unlocking, suggests watching after October

Comparing news, crypto analyst Cryptopainter wrote that Kaito's related address base: 0x98d0baa52B2d063e780de12f615f963fe8537553 will unlock 18.53 million tokens on August 20, followed by 6.58 million tokens from September 16 to 17. It believes that the recent act of favoring and shipping is price manipulation, and explains that although they were optimistic about Kaito, their current attitude has changed to criticism. The analyst said that the observation logic for Kaito has been simplified to test whether the new product ecosystem can actually be implemented and generate social popularity and scale close to the 2025 level. Even if it returns to 50%, it can prove that it is still the leader in InfoFi, and it will be more certain that it will re-enter the relevant positions at that time. If product delivery falls short of expectations and ecological participation is average, re-pledge will not be considered for the time being. It further claims that most of these huge unlocks have already been hedged and closed, and the spot supply has not yet been fully released. The actual signal should be that the spot price is far lower than futures, the capital rate is positively high, and the price volume is falling. There is no incentive to participate until these signals are seen, and investors are advised to wait at least until October before observing, while reminding those who have recently re-bought due to a fall in currency prices to be cautious.

4d ago

Crypto KOL Survival Guide

Source: @Eli5defi编译及整理: BitPushNews If you woke up today to find your timeline unusually quiet (or chaotic, depending on that mysterious algorithm), it's not your illusion. The “InfoFi” ban is officially in effect. X (originally Twitter) has revoked API access to the “post-to-earn” (post-to-earn) apps we know (and some people love and hate), including Kaito, Cookie, Wallchain, Xet, etc. Well, the “easy mode” is over. The harvest period is over. We need to talk about Goodhart's Law: when an indicator becomes a goal, it's no longer a good indicator. We turned “response” into a goal, and by doing so, we turned our timeline into a Turing test where everyone was left out. But what now? Why did the bubble burst? Let's be honest: the “attention economy” is suffering from hyperinflation. Apps like Kaito, Cookie, and Wallchain are trying to financialize attention. In theory, it motivates activity. In practice, it creates a distorted incentive structure where “engagement” is decoupled from “value.” We're not building a community; we're carrying out a distributed, human-driven DDoS attack on the notification bar. X eventually realized that if they let a third-party app consume X users' dopamine, they would lose control of their ad inventory, and more importantly, lose real interactions and content on X. This is a battle for platform sovereignty. Advantages (and why this is a good thing for real creators) A cleaner timeline and a better user experience: No more endless AI spam, “gm” farms, or bot responses that clog up every post's response area. Real conversations can be breathed out again. Focus on quality over quantity: Projects and creators that rely on paid spam must now focus on real value. This creates a level playing field for real sound (less noise = more visibility for thoughtful content). Forcing Web3 marketing to maturity: the “publish and earn” model is a short-term hack that makes quick money but burns communities and hurts long-term trust. This is driving us towards a more sustainable model. Community relief: Many OGs and veteran users are celebrating (ZachXBT called it a “fact-based decision,” and even some creators saw it as a reset of Crypto Twitter). The downside (painful reality) An immediate economic blow: Tokens such as $KAITO, $COOKIE, and related NFTs plummeted by more than 15-20% overnight. Many creators (particularly in emerging markets) lost a real source of revenue because leaderboard rewards or campaigns came to an abrupt end with no possible compensation. Disrupting growth strategies: Web3 projects love to use InfoFi for cheap viral distribution. Now without automated farming, it's harder to sell. The reach rate of cryptocurrency topics is likely to decline further. Platform risk exposure: X can change the rules overnight (happen again). It reminds us that we are building a house on rented land. One policy update and your entire strategy falls apart. Short-term chaos: The project side is shutting down features, activities are being suspended, and some creators are mourning the “gold rush” era that allowed them to earn rent through everyday posts. What do we need to do now X The InfoFi ban has stirred up the situation, but it's opening a more structured and professional path for Web3 content creation. I see this as a driving force towards a true project/agency collaboration and a close-knit community of creators. Many creators have begun to move in this direction, agencies are preparing to fill this gap, set up select networks, and the creator community is becoming a new hub for transactions and collaboration. Here's the full updated walkthrough, with detailed steps for each point: 1. Double down on high-quality, high-signal content to focus on deep analysis, threads, visual content, and real insights (which is what brought me to where I am today). If the content is human-created and valuable, X will still reward high-quality interactions. Detailed steps: Audit your posts over the past 30 days: keep only posts with > 5% engagement or meaningful responses; delete or archive the rest. Plan 3-5 highlights each week: (e.g....

65d agoWendy#InfoFi #KOL #X

ZachXBT posted an article questioning the illegal operation of Kraken's listing on M

Comparing the news, on-chain detective ZachXBT posted on social media questioning Kraken's previous launch of M (Memecore) spot trading on July 3, 2025. ZachXBT said the suspicious funds worth $7.9 million were withdrawn from Kraken to 18 newly built addresses, which currently hold a total of 11.7 million M's (worth $39.8 million at current prices). Insiders have manipulated the price to a market capitalization of $60 billion (fully diluted valuation of $180 billion), and Kraken is one of the few platforms that support M spot trading. In a recent announcement, the team's only shared achievement was the total trading volume of $66 million on its Launchpad and the thousands of users claimed from its motivational InfoFi campaign.

123d ago

X's “killer weapon” against crypto scams: the first tweet will be automatically locked, and identity verification is required to unlock

Author: Shenchao TechFlow Shenchao Guide: Nikita Bier, product leader of the X platform, announced that the platform is deploying a new mechanism: any account that first posts crypto-related content will be automatically locked and require identity verification, saying that this move will “eliminate 99% of the motives for misconduct.” The policy directly points to the most rampant fraud model: hackers steal accounts through phishing emails and then use the trust of their fans to promote fake tokens. Crypto fraud has become the X Platform's most persistent security scourge, and the platform is preparing to offer the most aggressive product-level response to date. According to Crypto Briefing on April 2, X product leader Nikita Bier announced on April 1 when responding to a phishing attack on the X platform that X is deploying an automatic locking mechanism: when any account posts crypto-related content for the first time in its history, the system will automatically lock the account and require completion of authentication, and can only continue to post after passing the verification. Bier wrote in the original post: “This should kill 99% of the incentive, especially since Google hasn't done it to stop the phishing.” He also pointed the finger at Google, criticizing its failure to effectively block phishing emails at the Gmail level, saying that X's automatic lock is essentially a remedy for Google's lack of security. Phishing attacks became the main vehicle for crypto fraud, and the stolen account was turned into a “coin push tool” that triggered Bier's statement. It was a personal experience of Benjamin White, founder of the predictive market platform Predictfully. According to TheStreet, White detailed how his account was hacked on the X platform on April 1: the attackers tricked him into clicking on a fake login page with a phishing email disguised as a notice of copyright infringement, stole login credentials including two-factor authentication codes, then locked down his account and used the account to promote fake cryptographic projects. To go even further, the hacker even asked him for an “account ransom” of $4,000. This attack model is now highly industrialized. The typical operation process for hackers is to send phishing emails disguised as official notices (copyright warnings, security reminders, etc.), trick users into entering credentials on carefully imitated login pages, post false token promotions or phishing links immediately after stealing the account, and use the original account's fan trust base to quickly cash out. Since cryptocurrency transactions are irreversible, once a victim is fooled, the funds cannot be recovered. According to Chainalysis' annual crypto crime report released this year, on-chain fraud inflows reached at least $14 billion in 2025, a significant increase from $9.9 billion in 2024. According to CertiK data, in January 2026 alone, phishing attacks caused more than US$311 million in losses, with a single victim losing US$284 million due to social engineering attacks. Bier's strategy to turn stolen accounts into “scrapped” points directly to a key link in this chain of interest: making stolen accounts completely devoid of value at the level of crypto promotion. The specific mechanism is as follows: if an account that has never posted encrypted content suddenly starts promoting tokens, the system will automatically trigger the locking and authentication process. According to Bitget quoting Bier's further explanation, he specifically named a typical scenario: “If you have more than 10,000 fans, but have never had any history of crypto-related activities, and suddenly start promoting a meme coin, then this is 100% a scam. We have detected this behavior and requested verification of account ownership to reduce hijacking.” The core logic of this mechanism is at the economic level: the primary purpose of a hacker stealing an account is to use its fan base to promote false tokens. If the stolen account is locked as soon as the encrypted content is posted, then the input-output ratio of the entire piracy will deteriorate dramatically, breaking down the motive for evil at the source. X's anti-fraud combo automatically locking down the first encrypted post is just one part of X's anti-fraud strategy. According to TheStreet, some users reported in Bier's post that fraudulent accounts often spam 50 users at once with @标记. Bier responded that this kind of batch tagging “should have been blocked,” but it is still being used...

141d agoburnking#X #token #scams

Chaingame Genome revealed that it is facing shutdown due to market changes, and the team is looking for the possibility of survival

Comparing news, the online gaming platform Genome issued an announcement stating that the project is facing closure due to changes in market sentiment, the decline of the InfoFi circuit, and changes in external conditions, and the team is evaluating whether it can continue to advance. The announcement revealed that in the past 8-10 months, Genome raised a total of about 600,000 US dollars through NFT sales and public fundraising, while individual core team members invested about 500,000 US dollars, and other members chose to delay receiving salaries in exchange for token distribution, with a total investment of about 95-1 million US dollars. The team completed development of several core products and infrastructure during this time, including the Splice platform, but the project was unsustainable due to X API changes. The announcement details the team composition and monthly costs, covering engineering positions such as front-end, back-end, smart contracts, machine learning, etc., as well as functions such as product, operation, and design. Operating costs include cloud infrastructure, development tools, third-party APIs, etc. The funds raised are initially stored in exchange wallets and later used for development, infrastructure, and operating expenses. The team said it is exploring the possibility of financing, acquisition or cooperation, but there are currently no definitive results, and no tokens have been issued for the project.

164d ago

Cookie DAO will transform into a prediction market platform

Compared to Twitter, Cookie DAO posted an article on the X platform announcing that it will transform into a predictive market platform and bet on the fastest growing circuit in the crypto sector. Earlier, Cookie DAO announced that it would stop operating Snaps due to X revoking API access to the InfoFi app.

198d ago

Tiger Research: Next round of bull market, waiting for the wind

Source: Tiger Research Author: Ryan Yoon Original title: Is This a Crypto Winter? Post-Regulation Market Shift compilation means sorting: BitPushNew As the market enters a downward cycle, doubts about the crypto market are increasing day by day. The core question now is: Have we entered a “crypto bear market”? Core idea The evolutionary path of the cryptographic winter: major events → collapse of trust → brain drain. The peculiarity of this cycle: the past winter was caused by internal problems; the current surge and fall are driven by external factors. Currently, it is neither a “cold winter” nor a “warm spring.” The three-tier market structure after regulation: the market has been split into compliance zones, non-compliance zones, and shared infrastructure; the “trickle-down effect” of the past has disappeared. The limitations of ETF funds: The funds stay within Bitcoin and do not flow outside of the compliance zone. The premise for the next round of bull market: the birth of “killer apps” is needed, plus a favorable macroeconomic environment. 1. How have the previous crypto winters evolved? The first cold winter occurred in 2014. At the time Mt. The Gox exchange handles 70% of the world's Bitcoin trading volume. Due to the hacker attack, around 850,000 BTC disappeared out of thin air, and market trust completely collapsed. Subsequently, various new exchanges with internal control and audit functions began to emerge, and trust was slowly repaired. At the same time, Ethereum was born through an ICO (initial coin offering), showing the industry a new vision and funding method. This ICO model is the fuel for the next bull market. The 2017 frenzy was ignited when anyone was able to issue tokens and raise capital. There are endless projects that can raise tens of billions of dollars with just one white paper, but most of them have no substance. In 2018, South Korea, China, and the US successively introduced strict regulatory measures. The bubble burst, and a second cold winter hit. This cold winter continued until 2020. After the COVID-19 pandemic, liquidity began to pour in, and DeFi protocols such as Uniswap, Compound, and Aave received attention, and funds returned. The third winter was the worst. The 2022 Terra-Luna crash triggered successive closures of Celsius, Three Arrows Capital, and FTX. This is not just a simple drop in prices, but the structure of the entire industry has been shaken. It wasn't until January 2024 that the US Securities Regulatory Commission (SEC) approved a Bitcoin spot ETF, and then with Bitcoin halving and Trump's pro-cryptocurrency policies, funds began to flow in again. 2. The pattern of the crypto winter: major event → collapse of trust → brain drain The first three winters all followed the same evolutionary logic: a major negative event triggered the collapse of the trust system, and eventually led to a large-scale loss of talent. It started with a major event: Whether it was the hacking of Mt. Gox, the ICO regulatory crackdown, or the Terra-Luna crash and subsequent FTX bankruptcy, the results were the same — the entire market was in shock and panic. It spread to the collapse of trust: the shock quickly turned into a crisis of trust. People who have discussed “what to build next” are beginning to question whether cryptography actually has any real value. The collaborative atmosphere among the builders disappeared and was replaced by mutual accusations. Trigger brain drain: Doubts about the future lead to the withdrawal of talent. The builders that have created momentum in the blockchain space are mired in pessimism. In 2014, they moved to fintech and big companies; in 2018, they moved to traditional institutions and AI. They left here and went to places that seemed more certain. 3. Is it crypto winter now? On the face of it, some signs of the past crypto winter are still clearly visible today: A major event: Trump memecoin (Trump memecoin): The market capitalization reached $27 billion in one day, then plummeted 90%. “10.10” Liquidation Incident: The US announced 100% tariffs on China, triggering the largest wave of liquidation in Binance's history ($19 billion). Trust collapsed: Skepticism spread within the industry, and the focus of discussions changed from “construction” to “throwing the pot.” Brain drain pressure: The AI industry is growing rapidly, providing more than cryptocurrencies...

198d agoWendy#DeFi #crypto market #Bitcoin #BEARISH #Bull market #Market #Market topics #viewpoints

Community users called on X product leaders to step up the clean-up of fraudulent accounts, and the relevant team has already intervened to deal with them

Compared to Twitter, community users called on Nikita Bier, the X product leader and Solana consultant, to focus more on cleaning up fraudulent accounts on the platform rather than focusing on niche communities such as encryption or InfoFi. Allegedly, there are currently about 22,600 newly registered fake X accounts, which frequently pull in users through Space real-time voice tags and include fraudulent pre-sale phishing links. The scale is already difficult to resolve by manual reporting or blocking. It is also recommended that a face scan login mechanism may significantly reduce the number of malicious actors. In response, Nikita Bier said that the issue has been noticed and the team is currently working to resolve it.

210d ago

6 major updates to the X platform in 10 days that will have a profound impact on the crypto community

According to Twitter news, the X platform recently released a series of updates that have had a significant impact on the crypto community under the leadership of Nikita Bier, the new product leader. The summary is as follows: · Nikita Bier wrote on the 11th that encrypted tweets died by suicide, and that crypto-themed tweets had been demoted from the platform, causing strong dissatisfaction in the crypto community. Musk then announced the open source platform algorithm (officially announced on the 20th). · The X platform announced that it is developing an intelligent asset tag, and users can directly trade financial assets on this platform in the future. The V1 version of the smart asset tag is expected to be launched within the next month. Furthermore, Nikita Bier revealed that the API used by X's smart asset tag will be able to process almost any content minted on the chain in real time, and some small-market capitalization crypto assets that have not yet been listed on mainstream trading platforms can also be queried without switching to DEX. · On January 15, Nikita Bier said that X is revising the developer API policy: apps that reward users for posting on X (also known as InfoFi) will no longer be allowed. Such mechanisms are already creating a large amount of low-quality AI content and reply-like spam on the platform. Affected by this, the prices of the related projects Kaito and Cookie have plummeted for a short period of time, and major changes will also be made in the development direction of the project. ·On the 19th, in response to the revenue controversy caused by X user DAN KOE's long-post traffic exceeding 100 million, Nikita Bier clarified that X creators' revenue is only based on the number of page timeline views, and replies are not included in the revenue calculation. · On the 21st, X launched a new tool called the Starter Pack, designed to help new users find the accounts that best match their interests. The tool summarizes leading accounts in various industries and regions based on past traffic performance. Crypto industry CZ, Vitalik, and Justin Sun are on the list. · A new meme section category has been added to the X platform's global trends page. Global netizens can post all kinds of interesting internet infographics, funny videos, etc. in this section. Users can also use this page to learn about current mainstream meme trends on the internet. Some analysts point out that some meme coins may rely on this feature for distribution and dissemination in the future.

212d ago

X Product Owner: X creators' revenue is only based on homepage timeline views, and replies are no longer included in revenue calculation

Comparing the news, X product leader and Solana ecosystem consultant Nikita Bier said in response to a user that X's own creator incentive system had destroyed the quality of replies to popular tweets, but blamed the InfoFi platform for issues with bots and spam, saying that's wrong. Replies are no longer included in the creator's revenue calculation. Only the number of visits to the Home Timeline (Home Timeline) will be calculated.

215d ago