“What's the value of Yap point? A Must-Read If You're yapping”

With the launch of the Connect campaign, @_kaitoai has seen a surge in popularity over the past couple of days, reaching an astonishing level today. In the Pre-TGE Arena, it has already captured 18.8% of the mindshare, more than the combined total of the second, third, and fourth places.

Here are some guesses I’ve made. Whether you hold Yaps or not, reading this may offer insights for your next moves.

1. Kaito’s TGE

Let’s start with this. Why do I say Yaps are phenomenal? Because mindshare not only helps the project establish collaborations with content creators but also allows them to intuitively grasp the project’s progress and make critical timing decisions—such as the TGE launch.

I believe @_kaitoai’s TGE is just around the corner, likely to happen within two weeks after the first Connect campaign ends, i.e., before February 10th.

Why? The current mindshare is at its peak, meaning that a large number of crypto users on platforms ( On Twitter) are already at maximum attention. Launching the token now would undoubtedly yield the best results.

Moreover, early February aligns with the period right after the Chinese Lunar New Year, a time when people in the APAC region are typically more optimistic and more likely to buy into grand narratives. Kaito, at least for me, is one of the very few projects I’m willing to buy into this cycle.

Currently, many retail investors without Yaps are unable to participate in the game. A successful TGE would allow more people to join, potentially pushing the project to new heights—similar to what $HYPE achieved. Delaying further might risk losing momentum, as enthusiasm often wanes over time.

2. Kaito’s Tokenomics

Given that Yaps are at the core of content creator incentives, sustainable, long-term rewards are essential. As @_kaitoai wealth effects emerge, more creators will join, and they too will need incentives. My personal guess is that content mining could last two years or longer, with emissions gradually reducing over time.

Based on my interactions with the team, they seem to have a strategic vision. So, I speculate they might allocate 60% of the tokens for Yappers, which would also include NFT holders.

The first airdrop was a strong start, and it’s reasonable to assume they might allocate 8%-12% of the total tokens to reward Yappers and NFT holders in the first round.

Following standard practices:
• 20% for the team.
• 20% for VC investors, with 1-2% set aside for market-making.

If the team needs to allocate a significant portion of tokens to exchanges for liquidity, it might not be necessary. Many projects do this because they lack real users and rely heavily on bots and artificial narratives. But Kaito is different—it already has a working application and a robust user base.

3. The Value of Yap Point

Yaps actually derive value from two main areas:
1. TGE airdrop value.
2. Voting benefits (not to mention the potential for vote-buying).

To calculate airdrop value, we need several parameters:
• FDV (Fully Diluted Valuation):
I think $1.5B to $2.5B is reasonable for a first-of-its-kind project with real-world use cases. Let’s take $2B as a baseline.

• Airdrop ratio: Assume 10% for simplicity.

• Yaps/NFT weight: Based on Connect’s voting weights, NFTs have been given significant importance, with a 50:50 ratio to Yappers. If this weight carries over to the airdrop, it remains a 1:1 ratio.

• Other weights:
Smart Follower count carries a weight of 1/10 compared to Yappers (based on Connect).
Leaderboard presence is hard to estimate and is excluded here.

• Total Yaps in circulation:
According to a manual estimation by @ZKSgu, the total mined Yaps so far is 1,053,083 (shoutout to the effort in calculating this!).

Using these parameters, here’s the result:

Each Yap’s value:
200M/2/1053083= $ 94.9

Each NFT (total supply of 1,500) value:
00M/2/1500 = 66666 = 20.3 ETH

If NFT airdrop weights are less exaggerated, say 2:1, the numbers adjust as follows:

Each Yap’s value:
200M*0.66/1053083=$125.3

Each NFT’s value:
200M*0.34/1500 = 45333 =13.78 ETH

Adding the voting perks from Connect, where each Yap is worth roughly $3 per vote (based on external crypto influencers), the value becomes even more significant.

Summary
• If you can currently create content to earn Yaps, go all in—every point is essentially money.
• If you can’t yet, consider giving it a try in the next two weeks. I’ll write a guide for beginners in my next post.
• NFTs are already expensive, so weigh the risks before buying.

One thing seems fairly certain: Kaito is a big opportunity.

Haven’t joined yet? Use my referral link:

https://t.co/AWiybFP3nt

I’ll prioritize following and engaging with your tweets to help you boost your scores.
Let’s Yap!

@wals_eth @Lamboland_ @waleswoosh @KevinWSHPod @liam_xbt @eeelistar @crypto_kermit @kickzeth @zaimirii @cryptoleon_xyz @zacxbt @Edward__Park @beast_ico @FFVV1211 @nikmorex @Defi_Maestro @sandraaleow @legendarygainz_ @0xCygaar

For your reference, my Kaito lover frds. Hope you guys enjoy this and follow back.

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