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InfoFi Trinity "Mouth-Looting" Guide: Kaito, Cookie, and Galxe
Over the past week, the cryptocurrency market has been sluggish, but "mouth-looting" has gained attention as a new way to participate. This article focuses on the three major "mouth-looting" projects: Kaito, Cookie, and Galxe. In the past week, the market has been in a tug-of-war, with the overall cryptocurrency market falling into a slump. Both price performance and community discussion热度 have been as stagnant as a dead pool. However, in this silence, a new way of participation has increasin...
The Quiet End of an Era: How Wallets Lost the Battle for Traffic to CEXs
An era has quietly come to an end. Wallets, as standalone products, seem to have reached their twilight. Struggling with profitability, they are increasingly being acquired or integrated by centralized exchanges (CEXs) or traditional fintech giants, becoming mere components of larger ecosystems—such as stablecoin payments—rather than the focal point of industry development.The Decline of Standalone WalletsFor entrepreneurs in the space, persistence has become a virtue in itself. The goal? Sur...
The Most “Correct” Direction, the Heaviest Shackles
I. RWA: The Golden Handcuffs of Real-World Compliance Tokenising real-world assets (RWA) is the industry’s most self-evident narrative: put equity, debt, real estate or infrastructure cash-flows on-chain, embrace regulation, serve the real economy. Ant Group’s pilot that turned EV-charging revenue into tokens was hailed as proof that blockchain could slash financing costs. Yet the promise of “real value” is exactly what rivets on the first pair of shackles. A tokenised deed is not a deed in c...
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Crypto Escape Hatch: 3 Flashing Red Lights That Scream “Sell Now”
InfoFi Trinity "Mouth-Looting" Guide: Kaito, Cookie, and Galxe
Over the past week, the cryptocurrency market has been sluggish, but "mouth-looting" has gained attention as a new way to participate. This article focuses on the three major "mouth-looting" projects: Kaito, Cookie, and Galxe. In the past week, the market has been in a tug-of-war, with the overall cryptocurrency market falling into a slump. Both price performance and community discussion热度 have been as stagnant as a dead pool. However, in this silence, a new way of participation has increasin...
The Quiet End of an Era: How Wallets Lost the Battle for Traffic to CEXs
An era has quietly come to an end. Wallets, as standalone products, seem to have reached their twilight. Struggling with profitability, they are increasingly being acquired or integrated by centralized exchanges (CEXs) or traditional fintech giants, becoming mere components of larger ecosystems—such as stablecoin payments—rather than the focal point of industry development.The Decline of Standalone WalletsFor entrepreneurs in the space, persistence has become a virtue in itself. The goal? Sur...
The Most “Correct” Direction, the Heaviest Shackles
I. RWA: The Golden Handcuffs of Real-World Compliance Tokenising real-world assets (RWA) is the industry’s most self-evident narrative: put equity, debt, real estate or infrastructure cash-flows on-chain, embrace regulation, serve the real economy. Ant Group’s pilot that turned EV-charging revenue into tokens was hailed as proof that blockchain could slash financing costs. Yet the promise of “real value” is exactly what rivets on the first pair of shackles. A tokenised deed is not a deed in c...
Light #1 – The Team Won’t Stop Trash-Talking
Remember Do Kwon’s 2022 tweet:
“I will personally destroy DAI.”
UST imploded weeks later; DAI is still alive and well.
Arrogance is the canary in the coal-mine.
Protocols that spend more energy attacking rivals than fixing bugs usually have bugs they can’t fix.
Healthy founders ship, not sling mud.
If the CEO’s timeline reads like a wrestling promo, your money is already on the ropes.
Light #2 – Founders Turn Into Lifestyle Influencers
Dubai yacht today, Monaco casino tomorrow, French villa next week.
When the Twitter feed becomes “look at my watch” instead of “look at our repo”, code velocity falls off a cliff.
Quick scent test:
Are commits slowing while champagne pics accelerate?
Did the last roadmap update come from a beach club geo-tag?
Success is a relaxant; liquidity is what they relax on. Your exit is their vacation photo.
Light #3 – White-Papers Written in Word-Salad
If you need three re-reads and still don’t know what the protocol does, it’s not you—it’s them.
Real products fit in a tweet:
Uniswap: “AMM that lets anyone trade any ERC-20.”
Aave: “Borrow/lend with over-collateralised pools.”
Buzz-word bingo (“modular interoperable zk-data availability layer”) is camouflage for empty GitHub folders.
If the vision isn’t clear in five minutes, the only thing they’re scaling is your confusion—and probably your losses.
Bottom Line
Humility > hubris, shipping > flexing, clarity > jargon.
When any of these three lights start flashing, stop averaging down and start running.
Light #1 – The Team Won’t Stop Trash-Talking
Remember Do Kwon’s 2022 tweet:
“I will personally destroy DAI.”
UST imploded weeks later; DAI is still alive and well.
Arrogance is the canary in the coal-mine.
Protocols that spend more energy attacking rivals than fixing bugs usually have bugs they can’t fix.
Healthy founders ship, not sling mud.
If the CEO’s timeline reads like a wrestling promo, your money is already on the ropes.
Light #2 – Founders Turn Into Lifestyle Influencers
Dubai yacht today, Monaco casino tomorrow, French villa next week.
When the Twitter feed becomes “look at my watch” instead of “look at our repo”, code velocity falls off a cliff.
Quick scent test:
Are commits slowing while champagne pics accelerate?
Did the last roadmap update come from a beach club geo-tag?
Success is a relaxant; liquidity is what they relax on. Your exit is their vacation photo.
Light #3 – White-Papers Written in Word-Salad
If you need three re-reads and still don’t know what the protocol does, it’s not you—it’s them.
Real products fit in a tweet:
Uniswap: “AMM that lets anyone trade any ERC-20.”
Aave: “Borrow/lend with over-collateralised pools.”
Buzz-word bingo (“modular interoperable zk-data availability layer”) is camouflage for empty GitHub folders.
If the vision isn’t clear in five minutes, the only thing they’re scaling is your confusion—and probably your losses.
Bottom Line
Humility > hubris, shipping > flexing, clarity > jargon.
When any of these three lights start flashing, stop averaging down and start running.
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