Kaito

+-----------------------------------------------------------+
|                       KAITO                                |
+-----------------------------------------------------------+
|                                                           |
|   Infrastructure for batch-acquiring broadcast nodes      |
|   veToken model applied to KOL economy                    |
|                                                           |
+-----------------------------------------------------------+

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 influence

Huang 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

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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 ranking

Knows 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 training

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Analysis 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
        ↓
Kaito through dividend points "profits to persuade"
        ↓
Captured the world's largest CT KOL market
        ↓
Mindshare became de facto "operations index"
        ↓
With traffic → listing is valuable → can do bribes
        ↓
Uses project money to provide exit liquidity for YAP points

Sunk 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)
        ↓
Most people don't care about fairness, just whether they can profit
        ↓
Subtly guides KOLs to change output → indirectly controls narrative

Psychological Suggestion

Packages “sunk cost” as “brand influence” building:

Even without Kaito, I should Yap

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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)
        ↓
Project obtains main project payout ratio (CRV/BERA/TABI) through voting
        ↓
Returns = Main project payout - Bribe payout

Collapse condition:
Bribe payout expectation > Project's bribe ratio + Main project payout obtainable

Kaito’s Mutual-Aid Model

Project (pre-TGE) provides bribe payout
        ↓
Exchange for KOL votes (7-day lock)
        ↓
KAITO listing = PoL (Proof of Liquidity) payout
        ↓
Project returns = Ad placement ROI - Bribe payout

Ceiling 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 increases

Kaito’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

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Potential as Split Scheme

YAP either can't be tokenized (only as KOL metric)
Or can be monetized but must have anti-inflation mechanism
        ↓
Assume $KAITO is price-unrelated to YAP
        ↓
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
        ↓
Possible:
├── List via YAP voting
├── $KAITO as whitelist entry ticket
└── Open pools with $KAITO as quote token

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Core 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 OTC

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It’s nice to be with you on this ride, but I never forget what is my ultimate goal