Tiger Research: If I Were the Founder of Kaito, How Would I Make Decisions in the Face of InfoFi's Upheaval?
Tiger Research analyzes the collapse of the InfoFi ecosystem following X platform's abrupt API policy change, which banned apps incentivizing posts with rewards. Within three days, major projects like Kaito faced existential threats, revealing the structural vulnerability of Web3 projects over-reliant on centralized platforms.
The report outlines five potential survival strategies for InfoFi projects: 1) Shutting down entirely; 2) Pivoting to a bounty-based funding platform with manual review (e.g., Scribble); 3) Adopting a Korean-style sponsored blog model with pre-selected creators; 4) Expanding to multiple platforms (e.g., YouTube, TikTok) to diversify risk; or 5) Evolving into a data-driven MCN-style management agency for KOLs.
The future of the sector, termed InfoFi 2.0, is predicted to be smaller, more controlled, and quality-focused, shifting from permissionless scaling to curated, professional networks. However, fundamental challenges remain: designing fair incentive structures to prevent low-quality content and proving the intrinsic value of InfoFi tokens beyond speculative narratives. The path forward requires aligning project sustainability with tokenholder利益.
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