Kaito Airdrop：鯨魚丟棄其分配，因為令牌失去了其價值的90％

Mindshare Heatmap生產商Kaito（Kaito）終於推出了其本土代幣，隨後是即時清單。 Kaito分配與社交媒體的存在或“ YAPS”相關，並與數月的排行榜競爭有關。

Kaito (KAITO) finally launched its native token, aiming to introduce a fun friend-tech experience on Base. The airdrop was hyped up, with high-profile crypto influencers set to receive a bulk of the airdrop. However, many recipients quickly sold their KAITO holdings.

Kaito（Kaito）終於推出了其本土代幣，旨在在基礎上引入有趣的Friend-Tech體驗。氣盤被大肆宣傳，備受矚目的加密影響者將獲得大部分的空投。但是，許多接收者很快出售了他們的Kaito Holdings。

The KAITO airdrop was specifically designed to target high-profile accounts, rewarding them with tokens based on their ‘yaps’ or social media activity. This aimed to revive friend-tech or social media tokenization. After the airdrop, KAITO could also be staked for additional incentives.

Kaito Airdrop是專門設計的，目的是針對備受矚目的帳戶，並根據其“ YAPS”或社交媒體活動以代幣獎勵它們。這旨在復興朋友 - 技術或社交媒體令牌化。在空能器之後，還可以將Kaito放置在以獲取其他激勵措施。

Unfortunately, just hours after KAITO started trading and gained listings, the early whale recipients immediately started selling their allocations.

不幸的是，在Kaito開始交易並獲得上市數小時後，早期的鯨魚收件人立即開始出售其分配。

Top crypto influencer Anthony Sassano quickly topped the leaderboard, selling 166,397 KAITO. This came shortly after KAITO started trading on Kraken, its largest listing on an established centralized exchange.

頂級加密影響者安東尼·薩薩諾（Anthony Sassano）迅速在排行榜上排名第一，售出了166,397 Kaito。這是在Kaito開始交易Kraken之後不久，Kraken是其在既定的集中交易所中最大的上市。

Other top vanity addresses, like icobeast.eth, also sold their KAITO holdings, as did several notable Farcaster users. KAITO deliberately targeted top accounts, putting AIXBT, the AI agent X handle, at the top. In one case, icobeast.eth sold all 159,296.93 KAITO just an hour after the allocation through several transactions and swaps on Uniswap V4.

其他頂級虛榮地址，例如Icobeast.eth，也出售了他們的Kaito Holdings，以及幾位著名的Farcaster用戶。 Kaito故意針對頂級帳戶，將AIXBT（AI Agent X Hander）放在頂部。在一個案例中，iCobeast.eth在分配幾個小時後通過幾筆交易和UNISWAP V4交易出售了所有159,296.93 Kaito。

One whale sold the entire KAITO allocation through Uniswap V4. | Source: Basescan

一隻鯨魚通過uniswap v4出售了整個Kaito分配。 |資料來源：Basescan

KAITO launched on Base, hoping to tap the low-fee network for a fun friend-tech experience. Instead, the airdrop turned into another chance to offload tokens. KAITO had a total of 29,969 token holders within the first day of the airdrop.

凱托（Kaito）在基地上推出，希望利用低價網絡獲得有趣的朋友 - 技術體驗。取而代之的是，氣盤變成了另一個卸載令牌的機會。 Kaito在氣盤的第一天內總共有29,969個令牌持有人。

Some may have to pay an unlocking fee of around $4 to gain access to their tokens. Early whales, however, were faster and were able to swap KAITO through decentralized markets immediately. KAITO is being swapped on DEX pairs, though with limited liquidity under $500K.

有些人可能需要支付4美元左右的解鎖費用才能獲得其令牌。但是，早期的鯨魚更快，能夠立即通過分散的市場交換Kaito。凱托（Kaito）被換成DEX Pairs，儘管流動性有限低於50萬美元。

Airdrops have sold in the first days, though KAITO was expected to have a cult status and bring together other crypto influencers. Some have decided to hold in exchange for badges, but the initial reaction for many recipients was to lock in gains first, then gauge the new market conditions for long-term KAITO holding.

氣盤在第一天就賣出了，儘管預計Kaito將具有崇拜地位並將其他加密影響者召集在一起。有些人決定持有徽章，但許多接收者的最初反應是首先鎖定收益，然後衡量長期Kaito Holding的新市場條件。

KAITO allocations were overhyped

Kaito分配被誇大了

By its initial design, the KAITO airdrop and the preceding campaign were targeting high-profile Key Opinion Leaders (KOLs). The market was skeptical even before the launch, as KOLs often sold the tokens they shilled with little concern for long-term performance.

通過最初的設計，Kaito Airdrop和先前的運動是針對備受矚目的關鍵輿論領導者（KOLS）。即使在推出之前，市場也持懷疑態度，因為KOLS經常出售它們所懸浮的代幣，而對長期性能幾乎沒有關注。

Before the airdrop, expectations were set for a dollar value of $100 per ‘yap’ point. This led to outsized allocations for top accounts. The leading influencers and crypto handles were expecting allocations in the millions.

在氣盤之前，預期的價值為每'YAP'點100美元。這導致了頂級帳戶的大型分配。領先的影響者和加密貨幣手柄期望在數百萬人中分配。

Upadate on $KAITOStill a decent stimmy for those who got it. But waaay below those silly influencer/KOL valuations 😂

為那些得到它的人來說，在$ kaitostill上添加了不錯的刺激。但是在那些愚蠢的影響者/KOL估值之下waaay😂

And yes, they are dumping it like no man's business 🤣 https://t.co/iEGxrnqhEq pic.twitter.com/GFFVlhTuoj

是的，他們像沒有男人的業務一樣傾倒它🤣https://t.co/iegxrnqheq pic.twitter.com/gffvlhtuoj

— FT (@FTPager) February 20, 2025

- ft（@ftpager）2025年2月20日

The biggest concern was that KOLs would use other traders as exit liquidity to maximize their initial airdrop.

最大的擔憂是，KOLS會使用其他交易者作為退出流動性來最大程度地發射其最初的空投。

The current estimate was that KOLs and all other eligible users received around $21 per ‘yap’ point. This translated into a price equivalent of $1.40 for KAITO soon after the launch.

當前的估計是，KOLS和所有其他合格的用戶每'YAP'點獲得約21美元。發布後不久，Kaito的價格相當於1.40美元。

KAITO immediately gained a Binance listing, with Kraken following soon after. However, the high-profile exchanges did not manage to preserve KAITO’s positions. The token started sliding in the initial trading hours, sinking to $0.92.

Kaito立即獲得了Binance上市，不久之後Kraken關注了。但是，備受矚目的交流並未設法保留Kaito的立場。令牌開始在最初的交易小時開始滑動，下降至0.92美元。

The Kaito Genesis NFT collection, which was one of the avenues of KAITO token allocations, also lost 90% of its value.

Kaito Genesis NFT收集是Kaito代幣分配的途徑之一，也損失了其價值的90％。

Kaito NFT lost 90% of its floor price just after the airdrop. | Source: NFTPriceFloor

凱托NFT在空調後損失了90％的地板價格。 |資料來源：NFTPRICEFLOOR

The collection had a price floor at 11.90 ETH just days before the airdrop, but went on to slide to 1.62 ETH.

該系列的價格為11.90 ETH的價格，在空調前幾天，但繼續滑到1.62 ETH。

KAITO was the first token allocation belonging to an off-chain, tokenless project that mostly dealt with crypto data and analytics. Alongside Kaito, similar airdrops are expected from Bubblemaps, Arkham, and even Nansen. In the early stages, the airdrop increases engagement with other products and data while also targeting influencers.

Kaito是第一個屬於鍊鍊，無象徵性項目的代幣分配，主要涉及加密數據和分析。與Kaito一起，Bubblemaps，Arkham甚至Nansen都可以通過類似的空調。在早期階段，空調增加了與其他產品和數據的參與，同時也針對有影響力的人。

The current KAITO airdrop leaves 10% of the tokens for the Kaito Foundation, along with a significant allocation for business development.

當前的Kaito Airdrop為Kaito Foundation留下了10％的令牌，並為業務開發提供了重大分配。

As KAITO started trading with a valuation above $1B, the airdrop also worked as a source of liquidity and funding. The Kaito service thus managed to find financing while avoiding VC-

當Kaito開始以高於1B美元的估值交易時，Airdrop也是流動性和資金的來源。因此，Kaito服務設法找到了融資，同時避免了VC-