$KAITO $VIRTUAL
Currently, Kaito and Virtual are at a crossroads.
Their common points are:
- Both have a higher value in "yapping" than in "the value of staking."
- Early stakers are in a minting situation, allowing for free selling of future income.
- Late stakers have a very low possibility of minting.
These are all points that require structural improvement.
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The AI agents that are being overused in Virtual are more of a means of generating profit than functionality, and the market has recognized this, leading to continuous dumping.
Kaito still has many decent projects, but the staking returns are too low.
Unless these issues are resolved, there are no medium to long-term upward factors, except for short-term pumping.
Since it is a flywheel that can only sustain itself with external wind, if the wind is lost as it is now, it won't roll.
This is a point I have pointed out since last time... I sincerely hope that staking is done cautiously.
I pray for a change in structure, but I have concluded that it is better to exit and observe rather than just wait while praying.
So, I gathered all the points in Virtual and exited,
And I also released the staking amount in Kaito to buy a cute Yapi instead. (Of course, Yapi too... 😭)
If I expect any improvement, I think the possibility is higher with Kaito than with Virtual.
——
As I mentioned in yesterday's pinned tweet, leading the trend of AI agents and the actual era of AI agents we use are two different things.
@MagicNewton I hope Magic Newton becomes the vanguard of the practical use of AI agents. :)
Anyway, the Virtual and Kaito tokens... may have a chance for a short-term rebound, but so far, they are in the negative in terms of sustainability.
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