最近观察两条线:@KaitoAI 的InfoFi生态与 @Infinit_Labs 的Agent策略引擎。Kaito降门槛后,小号更容易进榜,话题心智分布更真实;Sentient、Arbitrum等榜单的数据回流,让“发现→验证”的效率明显提升。Infinit这边,V2已跑出546,500+钱包、590,000+代理交易,跨 ETH/Arb/OP 执行,部分策略实测年化约40%,Electric Capital、Hashed加码,Plasma底层把稳定币与Agent执行衔接,策略库与自动化在扩容
┈┈➤组合拳
Kaito做前端情绪与叙事筛选、智能提醒;Infinit承接一键执行,少跨桥少滑点,把“嘴→手”的摩擦降到最低
┈┈➤风险与节奏
1) 看回撤与资金利用率,不只看APY峰值
2) 授权与风控分仓,尽量用稳定币分层
3) $IN 当前二级在0.1上方,若后续上新推进,0.2预期存在但别重仓梭哈,跟随产出与里程碑走
写在最后:发现与执行合一才是下一轮效率红利。现在就用Kaito找题材,用Infinit跑策略,别让心智停在点赞里 #InfoFi
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