The infoFi narrative seems to have reached its breaking point. Projects like Kaito and Wallchain, once riding the wave of hype around AI-powered on-chain insights, are struggling to maintain momentum. The initial promise of democratizing financial intelligence through decentralized protocols hasn't translated into sustainable adoption or genuine utility.

What looked promising on paper—combining AI agents with blockchain transparency—has hit the reality check. Token velocity isn't there, user engagement is cooling off, and the competitive pressure from established centralized solutions keeps intensifying. The market's moving on to the next narrative while these projects are left scrambling to prove long-term viability.