Kaito: Pioneering the Age of InformationFi

Introduction

Crypto prices move on two forces: fundamentals and attention. Fundamentals cover metrics like revenue and traction. Attention captures narratives and sentiment, often driving valuations far above intrinsic value. In a market where narratives shift faster than fundamentals, measuring and monetizing attention is critical. Kaito positions itself as the Bloomberg Terminal of InfoFi. It tracks mindshare, maps narrative flows, and converts social data into investable signals.

Overview of Kaito’s Product Lines

Kaito Pro 

Kaito’s first product is an information terminal that tracks token, protocol, and narrative mindshare on X using proprietary NLP models for volume and sentiment analysis. Priced at ~$10K/year for a single seat, Kaito Pro has 700+ subscribers, implying ~$7M in ARR. Initially, this revenue flowed to equity holders, but in our conversation with the founder he confirmed that all revenues will now accrue to token holders.

Yaps & the Yapper Leaderboard

Building on the success of the terminal, Kaito launched Yaps, a social signal aggregation engine that gamifies high-quality content creation. The Yapper Leaderboard ranks creators by their influence, letting projects identify and reward their most impactful advocates. Projects pay $150K upfront per year to host a leaderboard. With 92 leaderboards currently live, this implies $13.8M in ARR. With 2–3 new projects launching a leaderboard weekly, Kaito generates approximately $300K–$450K per week, positioning this product line as a high-value, recurring revenue driver.