2026-01-15 20:23:54

The collapse of InfoFi-focused crypto projects like Kaito AI sends a stark reminder about platform risk. When X announced it would stop rewarding users for posting activity, these projects that built entire business models around that incentive structure came crashing down hard.

It's almost amusing—these teams built elaborate ecosystems betting on permanent X policies that never got locked in. No contingency plans. No pivot strategies. Just pure assumption that the gravy train would keep rolling.

The real lesson? Crypto projects relying too heavily on external platform mechanics are walking on thin ice. Platform policies shift. Incentive structures evaporate. And when they do, projects without sustainable fundamentals tend to vanish overnight. This wasn't unpredictable—it was inevitable.

KAITO-21,73%

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BackrowObserver

· 6h ago

Really, this wave is so funny, a project supported solely by rewards from a platform has no foundation at all... One policy change and it blows up, how fragile is that? Do people in crypto not understand risk management? The incentives for gambling x are always the same. There’s clearly a big problem, just taking advantage of dividends, has anyone thought about Plan B... Kaito is a textbook example of a bad case, how much hype was there, and what’s the result? Still the same saying, a project without self-sustaining ability will die sooner or later, either now or in the future. One decision and everyone dies, isn’t that just contract risk? Watching others fall into the trap is also pretty satisfying haha. Mindless piling on complexity, and in the end, risk management gets a zero... it should have blown up long ago.

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PonziWhisperer

· 11h ago

Another big show, relying on the platform is like gambling with your life. Kaito really pulled it off this time. Do you really think X's boobs can attract people forever? Build an ecosystem, just build an ecosystem. Don't put all your eggs in one basket... Wake up, everyone. Projects without a Plan B are doomed from the start, that's nothing new. All foreseeable risks haven't been prevented, and yet you still dare to say you're doing it deeply? One word from X can ruin your entire dream, this is the current state of Web3. It's all just for fun. Watching their panic really makes it hard to hold back.

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AirdropworkerZhang

· 11h ago

Haha, waking up to find another project gone. Really need to learn to see clearly these things built on sand. X changed a policy and so many people suddenly died, indicating that no one takes the risk seriously. Gambling X's forever-unchanged policy... how naive is that? You get what you deserve. Previously, they swore that the ecosystem was stable, but once the policy changed, their true colors were exposed. It made me laugh. Projects without a plan B should have already failed. This time, we should learn the lesson. Relying on a single platform's incentive model was always a false demand. Now it's finally been validated. Are there still people thinking about how to squeeze X's wool? Have you learned, brothers? Now I understand what "plans written on paper are no match for the harsh reality." Honestly, no one wants to seriously work on the fundamentals; everyone is just betting on policy dividends. Who will be the next to explode? I bet five cents.

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LiquidationWizard

· 11h ago

Ha, you're so right. The mentality of chasing quick money is deadly. Really, will the gambling X policy never change? How naive... Another round of explosions, this time it's InfoFi's turn. LOL Relying on a single platform for a project is basically a castle in the air. Serves them right. Kaito's incident has taught everyone a lesson, but unfortunately many are still learning... Projects without a Plan B are bound to die sooner or later. That's nothing new. The cheese train analogy is perfect. Just waiting for the moment it stops. Who cares about sustainability? Anyway, after taking the profits, they run. One platform, one dream. Wake up and it's gone.

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DefiPlaybook

· 11h ago

According to on-chain data, the TVL of Kaito AI and its related projects dropped by over 67% within 7 days after X stopped incentives. This reflects a systemic issue—the risk model design of the entire InfoFi sector is fundamentally flawed. The analysis is conducted from three dimensions: first, projects that rely excessively on a single external platform mechanism are essentially building false demand; second, the lack of a coherent economic model design means the sustainability of APY has never been rigorously validated; third, these projects' smart contracts often lack risk prevention and control mechanisms. It is worth noting that this collapse is not a black swan event—it is a white swan, an absurd drama that should have been seen through long ago.

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CoffeeNFTrader

· 11h ago

Another wave of "Cheese Train" crashes, did they learn their lesson this time? --- Kaito, this is really ironic. Relying on X to make a living, only to be cut down by X. --- Honestly, who would have thought that platform-incentivized projects would be so fragile... No, actually, nobody probably expected that. --- Wait, do they really have no Plan B? How naive can they be? --- Another fantasy story of "If the platform never changes," but reality has taught them a lesson. --- There is no real value backing it up; everything is built on sand. --- That's why I never go all-in on platform-dependent projects. --- Oh my God, once X changes its policy, the entire ecosystem collapses. It's so funny. --- Sustainability seems really not to be a concept for these teams. --- What the story of InfoFi has taught us: next time we see projects like this, just pass.

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IfIWereOnChain

· 11h ago

Haha, another good show. These projects really treat X as their big sponsor. Relying on the platform to make a living will eventually lead to starvation. Who's to blame? Kaito's recent actions are a classic case of self-sabotage. Not having a plan B is truly reckless.

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