July comes to a close, YT-Kaito options expiration review: Did this operation make a profit or a loss? Time flies, and it's already the last day of July, which is also the expiration date for Kaito options. Reflecting on the investment journey over the past two months, it's truly a mix of emotions. Today is the time to thoroughly review the gains and losses of this YT investment, and I believe many friends are also curious about the result. Old fans should still remember that in May, I was optimistic about Kaito's development prospects and the potential of the InfoFi track, and I resolutely decided to purchase over 6000 YT for more than 800 U, with the deadline set for today (31st). The thought at that time was simple: as a pioneer in information aggregation and social mining, Kaito would undoubtedly attract a large number of quality project parties, and early participants often receive the most generous returns. My friends must be very curious: after investing so much money and going through a two-month holding period, did I ultimately make a profit or a loss? Is the newly launched liquidity pool worth continuing to participate in? Let's carefully calculate this account and see the real returns from this operation. Detailed airdrop earnings review (excluding trivial gains) First, let's take a look at the airdrop earnings provided by Kaito for stakers. This was also one of the main motivations for my initial participation. Three major airdrop projects: ➤Infinex: This decentralized derivatives trading platform provided about 140 U in points rewards. Although it is still in points form, based on the project's development momentum and financing situation, the value should only increase when the official airdrop is realized, conservatively estimated to reach over 200 U. ➤Skate: The airdrop value provided is about 29 U. To be honest, this is relatively small compared to other projects, but better than nothing, and considering that Skate is still in the early stages, there may be additional rewards in the future. ➤Newton: This is the real big one! As an AI interactive agent, it provided about 400 U in airdrop rewards all at once. This amount is quite substantial, covering almost half of my initial investment cost. Newton's generosity also proves Kaito's platform's attractiveness to quality projects. Just from these three airdrop projects, I have already recouped more than half of my investment, not including some smaller airdrops from other projects. Surprising gains from the Virtual ecosystem Next, let's talk about the earnings from the Virtuals ecosystem. As a star project in the AI Agent field, various opportunities within the Virtuals ecosystem are emerging one after another. In these two months, I participated in dozens of new project launches within Virtuals. Although not every time was successful, my luck was relatively good, bringing me about 200 U in earnings. Of course, this process wasn't smooth sailing, and I spent some time in the "little black room," but overall, it was quite worthwhile. In addition to these "big gains," there are also some seemingly insignificant but very important stable incomes: YT interest earnings: Accumulated about 140 U over two months. Although this part of the income isn't spectacular, it is stable, equivalent to an annualized return rate of about 21%, which is already a good level in the current DeFi environment. YT principal recovery: Yesterday, taking advantage of the market sentiment being decent, I liquidated all my YT holdings, recovering 90 U in funds, which is an acceptable result. Now let's summarize the accounts: ➤Income: Infinex airdrop: 140 U (expected to grow further) Newton airdrop: 400 U Skate airdrop: 20 U Virtual ecosystem earnings: 200 U YT interest earnings: 140 U YT sale income: 90 U Total income: 990 U ➤Costs: Initial investment: 800 U+ Net profit: about 200 U, return rate about 25% Smart friends have already calculated that this operation not only successfully recouped the investment but also achieved a net profit of about 200 U, with an overall return rate of about 25%. Although I missed the airdrops of early projects like Huma due to entering the market slightly late and happened to buy YT at a relatively high price, considering that such returns can be achieved in just two months of holding, this result is still quite satisfactory. Based on this successful experience, when a new Kaito liquidity pool appeared on Pendle, I participated immediately. Basic information about the new pool: ➤Expiration date: January next year ➤Current price: Indeed a bit higher than before, around 0.2 U ➤Expected airdrop projects: According to information revealed by Kaito, there will be several major projects airdropped in the coming months, such as Goat Network @GOATRollup, hana @HanaNetwork, etc., which are still very much worth looking forward to. Although the current participation cost is significantly higher than before, considering: ➤Kaito platform's influence is continuously expanding ➤More quality projects are negotiating cooperation ➤The InfoFi track is still in its early stages, with huge growth potential As a leader in the InfoFi field, Kaito is not just a simple information aggregation platform, but an important bridge connecting project parties, investors, KOLs, and ordinary users. Although there has been some discussion due to certain controversial events in the past few days, from an objective perspective, the value that Kaito brings to the entire ecosystem is undeniable: ➤Project exposure enhancement: Through the Kaito platform, many quality projects have gained greater exposure. For example, projects like Huma, Memex, and DefiApp have been better understood and focused on due to their active performance on Kaito. ➤Community building acceleration: Kaito's social mining mechanism incentivizes users to actively share valuable information, which not only improves information quality but also accelerates the construction process of various project communities. ➤Investment decision optimization: Through Kaito's information aggregation and analysis functions, investors can obtain project information more quickly and accurately, allowing them to make wiser investment decisions. Conclusion Overall, this Kaito YT investment experience has given me a lot of insights. In an era of information explosion, platforms that can effectively aggregate, filter, and distribute high-value information will have enormous commercial value. As a pioneer in this field, Kaito still has many areas to improve, but its development potential is undeniable. Opportunities are always reserved for those who are prepared, but risk control is equally important. Let's witness the development of Kaito and the entire InfoFi ecosystem together!