Infinity ($INF)

Kaito Leaderboard Update

> Infinex #9 (Gained monthly LB, but lost spots on Yaprun, I´m using them to swidge my assets on a daily basis, waiting for the Connect feature to update to an browser extension)

> Kaito Native LB #32 (Generally I post about Kaito everyday, news, commentary, but mostly data insights & research)

> Satlayer #48 (Been posting a bit about them to showcase BTC yield)

> Peaq #85 (Getting into DePIN again after fading it for last 2 years, they are essentially leading the movement)

> Theoriq #96 (I´m all in on AI, vibe coding, building agents & they are building an agentic framework for creating swarms, on-chain)

Which projects are you focusing on?

should be a good one, see u there

Introducing Sanctum Gateway: Total Control Over Solana Transactions

Is InfoFi Really Dying?

I’ve been watching InfoFi evolve from the early days when it felt like a new way to connect projects with real users right up to now, where everyone’s asking if it’s basically on its last legs.

So here’s my take, laid out honestly, with all the good and bad.

1/ What Went Right

InfoFi came in hot. It gave projects a way to reach users, made earning in crypto more accessible, and built this whole new layer where people could get paid for their attention, ideas, and engagement.

- Brands loved the hype and onboarding spikes.
- Users loved the rewards and leaderboards.
- Platforms like Kaito made real money (listing fees, token taxes, SaaS).

But lately, if you scroll the timeline or talk to anyone in the trenches, you can feel the energy shift. The system just isn’t working the way it used to.

2/ Why the Old Model Is Breaking

Let’s be real. Extraction is everywhere.

Most “active” users are farming for tokens. They’re not sticking around to use the products or build communities.

Projects shell out massive listing fees and token allocations for campaigns, but when the dust settles, barely any new loyal users remain.

Genuine contributors, builders, and thoughtful KOLs get drowned out by copy-paste threads, AI content, and engagement games.

It’s becoming a grindfest, not a place for real discovery or growth.

3/ Platforms Win But Projects and Users Lose

It’s hard to ignore:

Platforms like Kaito keep raking in listing fees and cut of token taxes even if actual project ROI is flat or negative.

Projects pay $150k or more just to get listed, then hand out huge token allocations that often fuel quick dumps (not long-term communities).

Users especially those looking for deeper involvement get burned out by the endless grind and low-effort content.

4/ Is There Any Silver Lining?

Yeah, InfoFi did offer some fresh opportunities:

- More people got a shot at earning in crypto without needing to code or spend big.
- Some standout projects and users built new followings, learnings, and even jobs out of this system.
- When anti-bot tools, curation, and real-user rewards work, you do see better conversations and longer retention.

But right now, those feel like exceptions, not the rule.

The platform that cracks this shifting from “who farms hardest” to “who brings real value” will own the next chapter of crypto social.

-------------

5/ Final Thoughts

InfoFi blew up for a reason, and it brought a lot of people into the space. But if nothing changes, the cycle of big fees, low impact, endless farming, and mounting fatigue will just keep going till nobody cares anymore.

If you care about the future of crypto community, now’s the time to push for smarter incentives, real voices, and transparency about what works and what doesn’t.

Pivot to @campnetworkxyz, @anoma, @MitosisOrg, @Polkadot, @Infinit_Labs, @Humanityprot, @Mira_Network, @arbitrum, @OpenledgerHQ, @TheoriqAI | Maybe @katana

Select one and start

Introducing Gateway —

The transaction control center that gives teams unrivaled control over Solana transaction execution.

毫无疑问，@InfraredFinance 已是熊链生态的流动性垄断地位。

根据defilama所示，Infrared的TVL熊链第一，且收入6.73M。

有人说熊链都萎了，价格不行，有啥用。

Infrared 官方预估 25 年的净收益能达到 8.5 M，他还有这个信心。

我认为就是源自于垄断地位。

熊链的代币模型设计有点ponzi，BGT（流动性权益代币）、BERA（Gas 应用代币）。

TVL高 -> $BGT 溢价->LP活跃 ->gas 消耗增加 -> 提高TVL和资产流动性。

在Infrared的经济模型中，iBGT是平台捕获和分配BGT发行的核心机制。

根据其运行逻辑，Infrared通过协议层的设计，使绝大多数（约 80%）的BGT发行量被iBGT持有者捕获，占据 24小时平均发行量的大头。

综上，Infrared既获取了熊链的流动性，又因其垄断地位也获取了defi收益，同时也掌握着分配权。

Infrared也是Berachain上最大的投票激励支出方之一。截至目前，Infrared已投入超过 250万美元用于投票激励，以巩固市场份额。

Langerius still on 16 LBs (Only 7 of them will be good):

@IQAICOM, @campnetworkxyz, @Polkadot, @Humanityprot, @arbitrum, @anoma, @MagicNewton, @Somnia_Network, @GOATRollup, @berachain, @MitosisOrg, @infinex, @KaitoAI, @MemeX_MRC20, @Surf_Copilot | Soon @OpenledgerHQ

Wait…I see @vooi_io in the pre-TGE mindshare arena 👀

But they haven’t announced a campaign?

Do projects without a kaito campaign show up there too ?

Or is this an early sign?
Yap early, yap often. Just in case

Italo is one of my favorite solana builders, working tirelessly and earnestly to improve the experience of many apps you love.

I have the privilege of working with him for the Jupiter Validator / JupSol.

What a chad.