There was a time when crypto chased blockspace, then liquidity, then incentives. Today, it's chasing something deeper: cognition itself. Welcome to the InfoFi Supercycle — where information is no longer just a byproduct of crypto activity, but the product.

And as YU HU, founder of Kaito, hinted in a tweet : “InfoFi supercycle”

Let’s break down this paradigm shift, and why InfoFi is becoming the most important frontier in Web3.

InfoFi is short for Information Finance — a new category in crypto where information is:

• Quantified (turned into onchain signals or metrics)

• Tokenized (used for rewards, access, or governance)

• Mobilized (drives decision-making, liquidity, and coordination)

In a world where narratives move markets and attention determines valuation, InfoFi protocols treat information as an onchain primitive: verifiable, ownable, and valuable.

This is a step beyond the content economy. This is the cognitive economy.

Let’s break down the builders leading the charge:

• Uses AI to measure and reward attention via Yaps

• Tracks quality discourse, not just virality

• Projects compete for cognitive bandwidth, not ad spend

In InfoFi, creating signal matters more than just farming hype.

• AI agents co-trade truth with tokens

• Information becomes deployable capital

• The trading engine becomes a conversation

• AI agents manage onchain tasks: liquidity, risk, yield

• Think: swarms auto-managing DeFi portfolios

• Abstracts away DeFi friction to open AI-native capital flows

• Matrix Vaults match capital with intention (not noise)

• Cross-chain yield routing via agentic design

• Zootosis rewards LPs who contribute to sustainable ecosystems, not just mercenary flows

• Tokenizing access to analytics and intelligence

• Onchain alpha becomes a marketplace

• Users earn by surfacing, curating, and acting on data

• Prediction markets turn beliefs into tradable info

• Truth is verified through betting behavior

• Every forecast is an oracle in disguise

• Builds verifiable compute layers that can prove info processing

• Leverages privacy-preserving cryptography to coordinate AI

• Aims to become the "settlement layer" for intelligent agents acting on chain

Ritual makes InfoFi provable. Without secure compute and inference, the entire premise of info-driven liquidity collapses.

Crypto was born to create open markets. But without open information, those markets become noise machines.

InfoFi introduces:

• Skin in the game for curators (via yaps, ratings, wagers)

• Incentives for intelligence (not just compute or capital)

• Protocols that listen back (via agents, feedback, and adaptive systems)

This isn’t just about alpha. It’s about agency.

When your tweet can earn you tokens... When your question powers a trading agent... When your bet becomes a governance signal...

...you’re no longer a user. You’re liquidity.

In this new world:

• Signal = currency

• Attention = infrastructure

• Narrative = capital routing logic

Protocols like Kaito, Theoriq, Ritual, and Mitosis aren’t building isolated tools. They’re building an interconnected nervous system for crypto—where agents talk, users shape flows, and information finally takes its place as the most valuable asset.

Welcome to the InfoFi Supercycle.

There was a time when crypto chased blockspace, then liquidity, then incentives. Today, it's chasing something deeper: cognition itself. Welcome to the InfoFi Supercycle — where information is no longer just a byproduct of crypto activity, but the product.

And as YU HU, founder of Kaito, hinted in a tweet : “InfoFi supercycle”

Let’s break down this paradigm shift, and why InfoFi is becoming the most important frontier in Web3.

InfoFi is short for Information Finance — a new category in crypto where information is:

• Quantified (turned into onchain signals or metrics)

• Tokenized (used for rewards, access, or governance)

• Mobilized (drives decision-making, liquidity, and coordination)

In a world where narratives move markets and attention determines valuation, InfoFi protocols treat information as an onchain primitive: verifiable, ownable, and valuable.

This is a step beyond the content economy. This is the cognitive economy.

Let’s break down the builders leading the charge:

• Uses AI to measure and reward attention via Yaps

• Tracks quality discourse, not just virality

• Projects compete for cognitive bandwidth, not ad spend

In InfoFi, creating signal matters more than just farming hype.

• AI agents co-trade truth with tokens

• Information becomes deployable capital

• The trading engine becomes a conversation

• AI agents manage onchain tasks: liquidity, risk, yield

• Think: swarms auto-managing DeFi portfolios

• Abstracts away DeFi friction to open AI-native capital flows

• Matrix Vaults match capital with intention (not noise)

• Cross-chain yield routing via agentic design

• Zootosis rewards LPs who contribute to sustainable ecosystems, not just mercenary flows

• Tokenizing access to analytics and intelligence

• Onchain alpha becomes a marketplace

• Users earn by surfacing, curating, and acting on data

• Prediction markets turn beliefs into tradable info

• Truth is verified through betting behavior

• Every forecast is an oracle in disguise

• Builds verifiable compute layers that can prove info processing

• Leverages privacy-preserving cryptography to coordinate AI

• Aims to become the "settlement layer" for intelligent agents acting on chain

Ritual makes InfoFi provable. Without secure compute and inference, the entire premise of info-driven liquidity collapses.

Crypto was born to create open markets. But without open information, those markets become noise machines.

InfoFi introduces:

• Skin in the game for curators (via yaps, ratings, wagers)

• Incentives for intelligence (not just compute or capital)

• Protocols that listen back (via agents, feedback, and adaptive systems)

This isn’t just about alpha. It’s about agency.

When your tweet can earn you tokens... When your question powers a trading agent... When your bet becomes a governance signal...

...you’re no longer a user. You’re liquidity.

In this new world:

• Signal = currency

• Attention = infrastructure

• Narrative = capital routing logic

Protocols like Kaito, Theoriq, Ritual, and Mitosis aren’t building isolated tools. They’re building an interconnected nervous system for crypto—where agents talk, users shape flows, and information finally takes its place as the most valuable asset.

Welcome to the InfoFi Supercycle.