2026-01-15 21:20:33

The InfoFi narrative just hit a reality check after Nikita restricted API access. What was once a frictionless reward mechanism suddenly dried up overnight.

The impact was immediate and brutal. KAITO shed around 40% of its value, while COOKIE fell roughly 20%. Beyond these two, most other InfoFi projects in the pipeline are facing serious headwinds.

This wasn't just market noise—it was a structural shift. The easy money loops that fueled the sector's growth collapsed. Gone are the days of indiscriminate yield farming and low-friction token appreciation.

The lesson here? InfoFi's golden era required open infrastructure. Now that access has tightened, the market has to recalibrate. Projects built on unsustainable mechanics are getting weeded out. What survives will need actual utility and fundamentals backing them up, not just clever tokenomics.

KAITO-20.6%

COOKIE-14%

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SchrödingersNode

· 4h ago

Nah, it's been obvious for a long time that this kind of model is just a castle in the air. --- KAITO dropping 40% is truly incredible; this is what reality looks like. --- Wait, Nikita's API and other InfoFi projects all collapsed after one round? What does that indicate? There was no foundation to begin with. --- The good days of yield farming are indeed over; everyone needs to wake up. --- So, in the end, only those with real substance will survive; tokenomics alone won't fool people for long.

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MemeKingNFT

· 4h ago

Oh no, this is the rise and fall of the mainland... Once the API is shut down, the entire storyline collapses. It's another scam to harvest users, promising frictionless profits, but turning into an endless pit. KAITO was directly cut off, and COOKIE didn't escape either... I knew it, projects built on sand will eventually crash.

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GateUser-6bc33122

· 4h ago

I've long seen through it; this trick of relying on information asymmetry to fleece retail investors has now been exposed. --- KAITO dropping 40% is nothing; I was mentally prepared... It's just a pity for the newcomers who were fooled by tokenomics. --- Oh my God, Nikita's decision has completely collapsed everything. And they still dare to call it infrastructure. --- Wait, so InfoFi has never had real demand? Always just an illusion? --- Serves them right. I've seen too many projects like this. Without practical use, they'll fail sooner or later. --- The problem is, where's the next trap... Can't everyone just stay calm? --- This is the most awkward part of Web3: if one API shuts down, the entire ecosystem dies. --- A true filtering mechanism—survival of the fittest. --- It's laughable that some people are only now realizing that this is unsustainable.

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NFTArchaeologist

· 4h ago

Haha... another story of cutting leeks. When the API shuts down, it crashes immediately. This is the daily life of Web3.

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