The bridge from infra to onboarding real users → @KaiaChain The Kaia thesis • Unique distribution angle → Asia’s largest messaging app, LINE • Backed by a billion dollar publicly listed company • Embedded distribution to 250+ million users • Mini dApps → Onboard more DeFi infra and consumer dApps onto familiar interfaces • 3rd largest EVM chain with $481 ARPPUs across top 3 Dapps • $KAIA is a fully vested token with no upcoming unlocks With the backing from @LINE_Global and strategic funds across Asia, Kaia is definitely positioned to become a leading (consumer) chain to solve the onboarding problem in crypto. IMO, the main challenges are LINE’s limited global penetration beyond Asia and regulatory complexities surrounding public companies interfacing with crypto. They not only leverage the messaging app for distribution, but have various developer initiatives and support framework which makes it enticing for teams to come onto the eco and build engaging consumer apps/games.
Kaia: Asia’s Best Bet for Mass Adoption Crypto’s next wave of users will be onboarded inside the super-apps they already trust and use on a daily basis. Many chains have good mindshare in crypto but fail to have a unique distribution angle. Enter @KaiaChain, an L1 ecosystem that has a mobile-first strategy through Asia’s largest messaging app, Line, and is building a suite of products (wallets, gaming, DeFi and payments) directly into 200m+ LINE and users’ daily routines. A summarised overview of the ecosystem and platform, read the full report in the link in the next tweet. - - - - - 1. Distribution Leverage • Exclusive Web3 mini-dApp SDK in LINE (200m+ users in Japan and SEA) and native wallet flow in KakaoTalk (50m+ users in Korea) • 35.2 M total wallets and 6.25 M daily transactions so far (data taken April 2025) • Currently the 3rd largest EVM chain by active wallets (behind Ethereum and BNB chain) - - - - - 2. High-Performance Chain • 1s block times with near instant finality • Up to 4k TPS; gas fees roughly 1/100 of Ethereum • Full EVM equivalence via Kaia Virtual Machine (KVM) with additional precompiled contracts → optimised for a mobile-first usage - - - - - 3. Developer-First Tech Stack • Solidity support for devs, comprehensive toolkit including Unity WebGL compatibility • JavaScript/TypeScript/Rust SDKs, embedded wallet components • “Ignite on Kaia” → an onboarding programme supported by 150+ infrastructure partners - - - - - 4. Ecosystem Growth • 35.2m cumulative Mini Dapp wallet users, 3rd largest EVM chain • Strong monetization: $4M in on-chain purchases with 13% paying user ratio • $481 Average Revenue Per Paying User (ARPPU) across top 3 Dapps • DeFi infrastructure in place, 42 live Mini Dapps (e.g. @KyuzosFriends, @fatewarofficial and @KeitoKunyarn) and native USDT integration and upcoming RWA integrations Four initiatives that offers multi-layered support: • Kaia Ecosystem Fund (KEF): Developer engagement and service development • Kaia Infrastructure Fund (KIF): Core blockchain infra and technical R&D • Ignite on Kaia (IOK): Builder onboarding with technical and GTM support • Kaia Wave: Consumer adoption initiative with LINE NEXT - - - - - 5. Tokenomics and Funding Model • The $KAIA token is used to secure the network and is used to pay for on-chain transactions • Block reward split: 50% to validators/stakers, 25% to the Ecosystem Fund (KEF) and 25% to the Infrastructure Fund (KIF) • Grants, hackathons and the “Kaia Wave” campaign have driven roughly USD $36m on-chain GMV since February 2025 - - - - - 6. 2025 Plans • Integrate fiat on/off-ramps for users through LINE Pay and Kakao Pay → payments thesis • Expansion of RWA verticals for more yield sources • Mobile-first gaming growth through Unity SDK and the mini-dApp portal In short, Kaia = unique distribution angle + good support for devs + amplified reach through Mini Dapps with healthy DAUs and ARPUs
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