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Ce nouveau narratif Crypto est-il Prometteur ? (Infofi)
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We speculate on Bitcoin, we speculate on
altcoins, we speculate on their price.
Except that now we have changed
our economy, we are in an
attention economy. In crypto, it's a
narrative pump, you can be sure that
the cryptobros will give it
a lot of attention. This is what
everyone calls hype feud.
It's just a very violent excess
of attention on something for
a period of time. And whether it's justified or
not, it pushes the catches to
extremes. If we look at what
happened with Trump, with Libra, that's
exactly it. Trump is elected and he launches
his same code on Solana. It received
so much attention that it pushed the market
capitalization to 9 billion in less than
3 days. And that's exactly why
the same coins have so much
hype and capitalization. It's
because the same corners, it's
purely a game of attention and
people want to refer to each other because
now attention has value
because we are in an
attention economy. The problem is that we
are in an attention economy,
but attention is not a commodity
that is easily measurable. It's not
a market cap, it's not a price. We
still don't have a measure of attention.
We have our analysis methods, our
indicators, our on-chain data, but
attention is always this
somewhat diffuse thing, very difficult to
quantify and that's annoying because
it's extremely important to complete
a fundamental or narrative analysis.
Add to that the constant noise of
Twitter, Telegram, Reddit and the like.
And we quickly understand that in 2025,
information is everywhere but
market intelligence is lost in the
crowd. And of course, you know our
cryptobros when we have this kind of
problem. What do we have? A new
narrative. A narrative that could well
change the way we read the market.
This narrative is the infoille.
Info platforms do
not just read on-chain data. Already
the infoille, it starts from the principle of
something that I find extremely true,
that this environment is a lot of
wind and a lot of attention and therefore
attention, we must measure it. And so
these infofaill platforms go
further. They tokenize access to
intelligence, they transform the
reading of market signals into
financial assets and above all they
bring something crazy: they make
tension measurable. She counts it, she
analyzes it, she gives it a price. You have
platforms today that are
able to scan all of Twitter, all
Discord speeches, all
governance votes, chain alerts, and so on,
and then, after
scanning, they can tell you this narrative is starting to
attract attention. These are the
signals, these are the metrics, this is
the analysis. So it can bring in
money and of course we can
buy it, we can resell it, we can
own it. We are moving from a web 2 model
where we were simply subscribed to a
platform, to a web 3 model where this
same information becomes active. So that's
cool, we can share information,
but there's also information that we ca
n't share. And today one
of those pieces of information is
passwords. I don't want to share my
passwords. I don't want my
passwords to become an asset and
be tokenized on a site. So to
protect myself, I obviously use a
password manager, I use
Proton Pass. Where it's powerful is
that I only have to
remember one master password to secure
all of my accounts. And when I
register on a platform, Proton
Pass will automatically generate a
very secure password for me. So I
can also store my bank cards,
my sensitive notes, my
identity documents. Everything is encrypted, everything is
secure. I often emphasize this,
but security is truly one of the
most important aspects of
investing. And with Proton Pass, we
also have the hide my email feature
which prevents all fraudulent emails. In
fact, Proton creates a fake email address for you
, an alias when you register on a
site and this will then
redirect you to your real email address. Except
that if there is a data chain or
spam, then the
personal data of our email addresses are
not compromised since they do not leak.
This works for
newsletter subscriptions, online stores,
media, and so on. You keep your
email address private and therefore
avoid spam. Proton Pass is
always accessible everywhere. It
syncs all iOS,
Android, Mac, Windows devices and everything is
accessible offline. You get up to
60% off with the
registration link. This is a
sponsored operation. He accompanies us on
several of our thank you videos.
So, OK, we can monetize attention.
There's a first platform that saw
this problem and said, "OK, we're
in the middle of a war of attention,
so can't we build a
sort of real market intelligence engine
around this?" It's called Kaito.
Basically, Kaito is a
crypto intelligence platform that will centralize
and analyze all the important information
from Web 3. To do this, they created a
specialized crypto search engine,
the Kato Search Engine, which
constantly scans all
possible sources. Twitter, Discord, Telegram,
governance forums, and so on.
Except that retrieving raw information is
n't really enough today.
So, they also have their own
Dia model, the Kaito Llm. They take all
this raw data and sort it to
extract only what's relevant.
Once they have this information, they
put it into several offers that
include several tools. For example,
the Kaito Pro. So KP Pro, we have Metaarch,
which is a very precise search engine
that will index all
web sources 3. So, you type in a token or a
narrative, you get the
relevant results directly. There are Smart alerts
which are personalized and
targeted alerts. You can configure exactly
what you want to monitor and notify you
when there is an important signal. There are
dashboard and feeds which is a kind of
customizable dashboard where you
can gather all the most
important information in one place. sentiment
tracking which has market sentiment tracking
which will analyze
conversations in real time to know
if the community is boulish or berich
on a token. The very important Mindshare token
which measures the amount
of attention a token receives on the
networks. It's useful to know which
tokens are trendy. The narrative M
share the same on narratives but we
did better on Blo Unity. the Cataly
Calendar which is a very
complete calendar of important events,
logs, launches,
governance votes and so on and a calendar for
their database. I should point out that
this is not sponsored by Keito at all
, it is Just an introduction. OK
? So, in fact, they've managed to create
this attention economy.
With Kaito Yaps, every piece of content that's
posted, every idea that's shared can
be analyzed by the RIA to measure
true influence and, depending on
the impact, the quality of
engagement, the relevance, the
creator earns Yaps, which become
tokenized proof of attention. And
that's where we have Kito Connex. Skyt
Connect is a platform that allows you
to show this attention in a truly
participatory system. Basically, you
connect your wallet, you get the Kito token,
and you can vote, participate in
campaigns, support projects with the
launchpad, and track our progress
. It's a kind of
social network where those who truly bring
value are better rewarded without the
need for an intermediary or
an algorithm. That would be good on
Twitter. It would prevent Twitter from being
Twitter. And so, well, it's very
interesting for everyone.
Brands pay for more
qualitative attention. Users are finally
rewarded for their contribution, and
creators can prove their
value with objective metrics.
It's a kind of new
media model that rewards quality instead
of virality, and it's very good. It's
based on transparency, performance,
and value distribution. And all of
this is powerful because it
revolves around the token, which captures the
value of the ecosystem. To access
premium features, you have to
hold the token. This gives
access to alerts, dashboards, or
the API, but you can also stake it. It
allows you to participate in governance,
including voting and participation.
The question then is, does the
token represent a good
investment opportunity? I'm a bit ambivalent about
that, in the sense that if you look at
Kaito, for example, it was launched
very recently, in March 2025, with
a pretty cool airdrop. The
thing is, there are only a little over 20%
of the tokens. that are in circulation.
There's quite a bit of volume.
It's around 1.50 with a 300 million
market cap. But it's like many
community projects, since it
monetizes attention and use,
the token can quickly find itself
sinking either because we give away a lot
of tokens, or because there's less
use. But that doesn't prevent
it from having potential. In any case,
I put a very small allocation
for science and to test
this narrative a little, especially to have
access to the features too. So that
was Kito. So OK, Keato is a
kind of engine, it scans everything and
serves it to you on a plate. Cookie has
nothing to do with it. Cookie is a market. Here,
it's the users themselves who
will contribute to the platform and the
research will be valued,
monetized and rated. Basically, Cookie
is a decentralized market for
crypto research. Anyone can
propose research, respond to
analysis requests and be paid in
cookies for the quality produced. It's
terrible to say cookie so many times
in a somewhat technical video and all
that thanks to their marketplace cookie.fun,
a kind of boosted forum where each
post can be linked to an
economic value. And for it to be a
marketplace, well, there necessarily needs to be an
offer to meet a demand. So
let's imagine that I'm a freelancer
doing research on my own, I
can post them on the platform via the
Cookie Oracle module and it will serve as a
shared database. But it's
not content thrown around in bulk. Behind it,
there's a real scoring system.
Cookie will use its internal engine
to analyze the relevance,
rarity, and quality of each
distribution. And it's this engine that
manages the rewards. It will be based on
several criteria: originality,
engagement, depth of
analysis, see the frequency of
contributions and everything is partially
automated thanks to AI modules. Not
to generate the information but to
sort it, to classify it. And if I want to
find out more about a subject precise, it can
be interesting if you do your
research. There is the Cookie
request protocol which allows you to ask a question
or order a specific analysis.
Each insight proposed can then be
linked to one of its requests and if the information
is deemed relevant, it is validated
and the person who posted it is paid
in cookies. Except that Cookie is not
just a platform. Let's imagine that I
am an advanced individual or a
user or a company, they
also created the tool called Cookie
Data Swarm which will allow other
projects to connect to Cookie to
integrate its data into their own
product. Cookie will become a sort of
brain in the background to feed
apps with data. For
connoisseurs with greasy hair,
it is an intelligence backend
interconnectable via an API. And
each time a platform
uses its information, it pays a very
small amount in tokens. Half is
burned, this reduces the supply and the other
half is sent to a treasury
which is controlled by the DAO. This
mechanism, It helps fuel the
economic cycle by limiting
token inflation. And if you want to access
even more advanced data, we have what
's called Cookie Deep Research, a
premium analysis base that's
only accessible if you have cookie.
You get the idea. So
to access it, you have to stake
cookie. It also increases the
platform's reputation, and in fact, Cookie has
designed its entire system so that the
incentives are perfectly
aligned. Those who produce value
are rewarded. Those who seek
information pay for quality, and those
who get involved in the ecosystem
gain legitimacy. And as a result, since
everything is regulated by Uneo,
cookie holders can vote on the location
of funds, on
protocol developments, on
scoring improvements. Everything revolves around the cookie.
This sentence makes no sense. It's not just
a reward token, it's a token that
will capture the network's value with each
use. On the other side, those who
contribute, whether via Staking,
ecosystem development analysis,
and so on, are rewarded in
proportion to their actual involvement.
They are scored, measured by the protocol.
And as a result, we have a sort
of circular economy where research
becomes an asset and where
community intelligence is monetized at its true
value. This is another face of
infoille, it's great because it's
really the intelligence and relevance
of the content that becomes an asset. And the
blockchain has made it possible to create an
economy around that. And this is
perhaps the first time that a
Web 3 protocol rewards true
intellectual value. So we have two
projects with value propositions
that are truly useful. There's a real
need behind this. But how does
the market price this? How does
the market value its solutions?
For now, infoille has gained
33% market share in the
global Alcoin market over the last three
months. However, it's still
a very small market share. So if
we want to position, personally,
I'll wait a little longer before deploying
cash. I put a little bit into the
launch of Kaito and play the IROP for
science, but it's still a
very, very early narrative. The narrative can't
really represent too large a
share of the portfolio, the strategy
would be a little shaky. And with
the data we have, I have three
fundamental masters to assess the
liquidity of an asset. It will be
market depth, 24-
hour volume, 24-hour volume on
derivatives. And the result is
that Keito is well ahead. It's
the asset with the best liquidity
in this narrative. Then, we have the
market interest index which measures to what
extent the market has more or less
interest in each token present in
a narrative. It's just an average of the
market shares of three
main masters: the dominance of open
interest, the dominance of the market cap
in the narrative and the dominance of the
market cap in the total
alcoin market. And again once, Kito is the
undisputed leader. We see that Cookie
is also well ahead of the
Bubble Map token, which is also performing
well, and that's nice for a
French project. It would be nice to have a
decent token once in our lives.
And finally, we have a graph that
averages the evolution of the
market shares of the three fundamental metrics
over the last quarter. Since the
last quarter, market interest has been
directed much more towards Cookie than
the others. Translation, to the extent
that we are looking for exposure to this narrative,
Cookie is well positioned and presents itself
as a sort of pioneer in its
AI section, in this new form of
market intelligence that is provided by
information. In reality, these are also projects
that are all very recent, so it's
complicated. I use data that
is not very old, it can
change enormously, pivot, etc.,
but it still allows us to have a
vision. So concretely, it's an
interesting narrative. The
value proposition is good. If we
look Not tokens specifically,
it's good to have new
initiatives. I admit that there aren't
a lot of new initiatives that
really excite me in this market. For
now, infoille
is one of the few that are part of it.
So it's pretty cool. That's why
I'm also talking to you about it to continue
to have some videos that are a little more
taken, a little more blockchain, crypto
geek. Afterwards, in terms
of investment, I think it remains
quite early, extremely speculative, even
if these are interesting narratives which,
thanks to the fact that capitalizes on that,
still capture a lot of attention and
attention remains the master in this type
of market. So, if we want to speculate,
why not? But for my part, I'm going to
wait to see how this narrative
evolves in the future with the
indicators that I develop on Blocity
to already follow the evolution of a
global narrative before
really wanting to position myself a
little more deeply on certain alcohols.
It was the presentation of the infoille.
I'll keep you updated whether it's
here or on Cryptore research. Thank you very much.
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