Kaito 困局:当空投最终分配权交给项目方,信任何以维系?

链捕手2025-07-09 tarihinde yayınlandı2025-07-09 tarihinde güncellendi

作者:KarenZ,Foresight News

 

作为 InfoFi 平台的 Kaito,凭借 AI 驱动的 Yap 积分机制,激励高质量内容创作,构建良性内容与注意力生态。然而,近期围绕合作项目 Eclipse 和 Humanity 的空投争议,再加上 Kaito 在透明度、公平性及社区信任上的深层困境,将 Kaito 推至风口。这不仅是引发了社区对 Kaito 机制合理性的质疑,更折射出整个加密货币领域在用户激励与社区建设中的深层矛盾。

Kaito 合作项目空投风波和回应

Eclipse 的「死亡笔记」和自建榜单

本月发布空投的以太坊 SVM L2 网络 Eclipse 针对 Kaito 用户的空投引发 KOL 和社区争议。大量社区用户反馈,真正活跃在社区、敢于直言的用户未获空投,这种分配结果引发了对 Kaito 数据有效性的质疑。

面对争议,Eclipse 社区负责人 Alucard 在 7 月 8 日作出回应,披露了空投分配的幕后逻辑:Eclipse 使用 Kaito 数据创建了自己的私有 X 排行榜。其他项目也将效仿并采取同样的做法。希望更多项目能够手动从列表中删除 haters、farm 多个项目的用户和空投账号。每个项目都会效仿我们的死亡笔记模式。」

Kaito 创始人 Yu Hu 对此补充说明,「每个项目都会拿到 Kaito 这边在快照的时候给到的完整的社交数据分析,包括每个用户在可自定义的时间段内的贡献、舆情分析、声量分析、用户历史行为和声誉分析、地域信息、忠诚度分析等。每个项目都会根据数据、自身的项目偏好以及 Kaito 的参考意见进行最终的分配。比如有的项目给早期用户额外加成,有的项目对忠诚度加成,有的项目对地域加成,有的项目不介意黑粉等等。这都是高度可自定义的。在 Eclipse 这里也是同样如此。」

这意味着,Kaito 提供的数据仅作为基础参考,最终分配权完全掌握在项目方手中。

而在此前,据 Eclipse OG @Yangsolana 称,Eclipse 此前在一场 AMA 活动就表示,Eclipse 创建了一份「死亡笔记」(Death Note)黑名单,将其中大概 5 万个钱包排除在空投之外。除此之外,前 1000 个钱包由 Eclipse 团队手动审核。

事实上,Eclipse 团队成员空投之前就多次表明立场,并暗示会奖励真正的社区成员。比如,Eclipse 社区负责人 Alucard 曾犀利表达过下面观点:

「Kaito 只是一个工具,不具备识别用户信念或忠诚度的能力。」

「真正的社区成员会积极参与、贡献力量、怀揣信念,并与生态系统共同成长。他们希望与其他人一起共赢。如果你同时在耕作 30 个项目,等待抛售代币并就此消失,那你根本不算社区成员。」

「Eclipse 在为社区 cooking,而不是 kol」。

「如果你只是为了 farming 和抛售,那么你就是扼杀加密货币的寄生虫。我们需要具有真正的信念的社区。」

这种立场虽赢得部分长期支持者的认同,却也因「人工筛选」的主观性引发了关于公平性的争议。社区质疑:若 Kaito 数据仅为参考,用户的努力是否会被项目方随意否定?

Humanity 增加掌纹验证要求

无独有偶。身份验证网络 Humanity 的空投也陷入「背刺用户」和「极致反撸」的职责。该项目在原有 Kaito 积分基础上增设掌纹验证等生物识别要求,导致大量用户失去领取资格。

Yu Hu 解释称,Humanity 的情况是项目方确实在最早官宣奖励的时候有说所有人需要完成指纹采集等步骤,但因为后续没有持续提示,再加上时间很短,导致很多人因为各种原因没有完成。某些账户尽管是 Yapper/Staker,却没有收到任何分配,原因如下:

  • 所有人都必须在空投检查器之前在 Humanity 网站上完成掌纹验证。
  • 对于质押者来说,他们还需要拥有持有 sKAITO/YT-sKAITO 的关联钱包。
  • 对于 yappers,需要在空投检查器发布后、领取开始前输入领取钱包。
  • Humanity 团队还在最终分配中添加了严格的反女巫机制,主要基于推荐的质量。

Humanity 在空投前就表示,「空投本应奖励早期用户并构建强大的社区,但实际上,空投已经被机器人、女巫和撸毛党劫持,既无法奖励真实用户,又浪费项目资源。因此,Humanity 通过 Fairdrop 验证真实用户,判定是否为真实用户的方式包括他们与人类身份关联的社交凭证数量、他们是否使用应用程序或在任何全球推广活动中扫描过手掌,以及他们是否以真实人类的身份在社区中做出贡献。」

Kaito 机制的深层矛盾

透明度缺失与刷榜恶性循环

Kaito 一直被质疑机制不够透明,尤其是在数据处理、权重算法及代币分发方面。

不管是 Kaito 还是与其合作的项目方,不管是 Kaito 排行榜或项目方自建排行榜,都存在透明度缺失的情况。也因此,积分分配的逻辑成了「暗箱」。

当前大量 AI 生成的同质化内容充斥着 X,真正的优质创作者反而可能被边缘化。更严重的是,这种生态正在形成恶性循环:投机者通过刷榜获利;真实用户因付出与回报不成正比而逐渐流失;项目方为筛选有效用户不得不采取人工审核、额外验证等激进手段,进一步增加了普通用户的参与成本。算法若完全透明又更易被滥用,如何平衡透明与防刷又成为难题。Kaito 试图构建的「高质量内容生态」,可能正在沦为刷榜者的游乐场。

数据提供者的定位困境

面对合作项目引发的争议,Kaito 创始人 Yu Hu 的回应暴露了其核心困境:不参与项目方的最终决策,却要为决策结果承受质疑。这就可能导致用户基于 Kaito 的榜单和积分体系付出时间与精力,却可能因项目方的主观筛选而颗粒无收。

也因此,Yu Hu 表示,「Kaito 作为一个诞生只有 6 个月的平台,目前是单一的切入场景,但很快 Kaito 将切入资本与多方面的场景,所以约束力和影响力都会不断提升。」

争议背后:Crypto 社区建设的共性难题

Kaito 的困境是整个加密货币领域在社区建设中面临的共性问题。在加密货币市场波动剧烈、短期投机盛行的背景下,项目方既希望通过空投吸引用户,又恐惧被撸毛党「薅羊毛」后抛弃,这种矛盾催生了各种严苛的筛选机制。

然而,人工干预和主观判断同样存在风险。Eclipse 的「死亡笔记」虽旨在剔除投机者,却可能因团队的主观偏好排除真正的批评者;Humanity 的掌纹验证虽能过滤机器人,却也将部分隐私敏感用户拒之门外。这种「为了公平而牺牲公平」的做法,凸显了行业在识别「真实贡献」与「长期信念」上的技术与机制局限。

Kaito 的成绩与计划

根据 Dune 数据,Kaito AI 已向各社区发放价值 1.06 亿美元的代币(不包括 Kaito 自己的空投),每月活跃 Yapper 超过 20 万。截至 2025 年第一季度,Kaito 的年化收入为 3300 万美元。

Kaito 创始人 Yu Hu 提到,「过去 6 个月平台已协助发放 1 亿美元奖励,绝大多数的项目都有很强的契约精神,甚至许多项目超额发放了奖励,这也是 Web3 项目与用户共存理念的体现。」

这一成绩说明 InfoFi 模式仍有其价值,但频发的争议也警示:若透明度、信任等问题持续得不到解决,嘴撸用户对 Kaito 的信任将逐渐瓦解。

根据 Yu Hu 以及 Kaito 官方披露,近期的规划或建议包括:

  • 代币分配:Kaito 强烈建议所有团队让 Kaito 负责针对 Yappers 和 Kaito 生态的最终分配。
  • 信号 > 噪音,聚焦高质量内容,改进对真实优质内容的识别,提升生态可持续性。
  • 算法改进:确保真实、高质量的讨论得到优先考虑。
  • 信誉:正在考虑加入链上信誉机制,以帮助进一步过滤掉 AI 垃圾,并奖励高质量的「真实」用户。
  • 结合真实使用:不仅奖励 Yapping,也结合真实使用与所有权。
  • 文化构建:推动社区从「刷分文化」转向长期价值共建。

此外,Kaito 创始人 Yu Hu 在本月初表示,三季度将启动 capital launchpad 和 gkaito,推出 Kaito Connect 新机制。

小结

Kaito 的近期争议反映了 Web3 生态中数据平台与项目方之间关系的复杂性。Eclipse 的「死亡日记」和 Humanity 的额外要求暴露了 Kaito 机制的局限性,而历史上的不透明问题加剧了社区的不满。尽管 Kaito 创始人的回应澄清了部分误解,并展示了 Kaito 在奖励分布上的成绩,但分配过程中的自主性与透明度矛盾仍需解决。

在与项目方的合作模式上,Kaito 或需探索更合理的权责划分。或许可以建立标准化的数据筛选框架,明确哪些维度由平台客观评估,哪些属于项目方可自定义的范围,同时也可以引入第三方审计机制,确保分配过程的公平性。

对于项目方而言,筛选真实用户的手段也需更人性化。在反女巫攻击与保护普通用户权益之间找到平衡,避免因过度严苛的规则将潜在社区成员拒之门外。

Kaito 的争议既是危机,也是重构信任的契机。唯有正视问题、积极变革,才能让 InfoFi 模式回归初心,真正激励有价值的内容创作与社区建设,为加密货币行业的长期发展注入动力。

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