Kaito Airdrop：鲸鱼丢弃其分配，因为令牌失去了其价值的90％

Mindshare Heatmap生产商Kaito（Kaito）终于推出了其本土代币，随后是即时清单。 Kaito分配与社交媒体的存在或“ YAPS”相关，并与数月的排行榜竞争有关。

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）终于推出了其本土代币，旨在在基础上引入有趣的Friend-Tech体验。气盘被大肆宣传，备受瞩目的加密影响者将获得大部分的空投。但是，许多接收者很快出售了他们的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是专门设计的，目的是针对备受瞩目的帐户，并根据其“ YAPS”或社交媒体活动以代币奖励它们。这旨在复兴朋友 - 技术或社交媒体令牌化。在空能器之后，还可以将Kaito放置在以获取其他激励措施。

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开始交易并获得上市数小时后，早期的鲸鱼收件人立即开始出售其分配。

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.

顶级加密影响者安东尼·萨萨诺（Anthony Sassano）迅速在排行榜上排名第一，售出了166,397 Kaito。这是在Kaito开始交易Kraken之后不久，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.

其他顶级虚荣地址，例如Icobeast.eth，也出售了他们的Kaito Holdings，以及几位著名的Farcaster用户。 Kaito故意针对顶级帐户，将AIXBT（AI Agent X Hander）放在顶部。在一个案例中，iCobeast.eth在分配几个小时后通过几笔交易和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

一只鲸鱼通过uniswap v4出售了整个Kaito分配。 |资料来源：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.

凯托（Kaito）在基地上推出，希望利用低价网络获得有趣的朋友 - 技术体验。取而代之的是，气盘变成了另一个卸载令牌的机会。 Kaito在气盘的第一天内总共有29,969个令牌持有人。

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.

有些人可能必须支付4美元左右的解锁费用才能获得其令牌。但是，早期的鲸鱼更快，能够立即通过分散的市场交换Kaito。凯托（Kaito）被换成DEX Pairs，尽管流动性有限低于50万美元。

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.

气盘在第一天就卖出了，尽管预计Kaito将具有崇拜地位并将其他加密影响者召集在一起。有些人决定持有徽章，但许多接收者的最初反应是首先锁定收益，然后衡量长期Kaito Holding的新市场条件。

KAITO allocations were overhyped

Kaito分配被夸大了

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.

通过最初的设计，Kaito Airdrop和先前的运动是针对备受瞩目的关键舆论领导者（KOLS）。即使在推出之前，市场也持怀疑态度，因为KOLS经常出售它们所悬浮的代币，而对长期性能几乎没有关注。

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.

在气盘之前，预期的价值为每'YAP'点100美元。这导致了顶级帐户的大型分配。领先的影响者和加密货币手柄期望在数百万人中分配。

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

为那些得到它的人来说，在$ kaitostill上添加了不错的刺激。但是在那些愚蠢的影响者/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，他们像没有男人的业务一样倾倒它🤣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.

最大的担忧是，KOLS会使用其他交易者作为退出流动性来最大程度地发射其最初的空投。

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.

当前的估计是，KOLS和所有其他合格的用户每'YAP'点获得约21美元。发布后不久，Kaito的价格相当于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立即获得了Binance上市，不久之后Kraken关注了。但是，备受瞩目的交流并未设法保留Kaito的立场。令牌开始在最初的交易小时开始滑动，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代币分配的途径之一，也损失了其价值的90％。

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

凯托NFT在空调后损失了90％的地板价格。 |资料来源：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.

该系列的价格为11.90 ETH的价格，在空调前几天，但继续滑到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是第一个属于链链，无象征性项目的代币分配，主要涉及加密数据和分析。与Kaito一起，Bubblemaps，Arkham甚至Nansen都可以通过类似的空调。在早期阶段，空调增加了与其他产品和数据的参与，同时也针对有影响力的人。

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

当前的Kaito Airdrop为Kaito Foundation留下了10％的令牌，并为业务开发提供了重大分配。

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-

当Kaito开始以高于1B美元的估值交易时，Airdrop也是流动性和资金的来源。因此，Kaito服务设法找到了融资，同时避免了VC-