Tier List of Kaito Pre-TGE Projects 🧵 S: @base: Top performing L2 with real users, fees, and distribution. Could be one of the biggest cooks for 2026. @Polymarket: Category leader in prediction markets with real volume/retention; token unlikely, product A+. @monad: Parallelized EVM with sub-second finality and massive TPS. Could become THE place to build high-throughput EVM apps @SentientAGI: Decentralized AI with strong tech and a disruptive AI model. A leading AI project with utility + traction. A: @farcaster_xyz: Strongest crypto social graph, durable network & atomic effects already confimed & visible. @AlloraNetwork: Decentralized inference/“collectives”; integrations forming, mainnet usage is the near catalyst. @cysic_xyz: ZK hardware/prover acceleration. Potential good paying infra niche if delivery timelines hold. @zama_fhe: FHE tooling leader with deep cryptography + early integrations, gud tek and real demand. @megaeth_labs: High-performance Ethereum L2 with near-instant blocks and tiny fees. Great tech and community support so far. B: @brevis_zk: ZK co-processor for verifiable data access, growing traction across L2s. Still too niche and overhyped IMO. @gensynai: Decentralized AI compute marketplace with top partners + huge TAM. Still operates in an overcrowded market. @zkPass: ZK proofs for off-chain credentials; clear need, UX/partner fit still uneven. @billions_ntwk: Consumer social/trading network. Hot narrative, must show retention + liquidity post-launch. @Theo_Network: Interesting AI/data angle, but limited public traction, will be waiting on users and demos. C: @MMTFinance: Attention > adoption right now. Needs a clear PMF and real usage; traction has been minimal despite huge social attention. @GoKiteAI: Early AI/agent/dev-tooling story; differentiation and metrics TBD. @vooi_io: The derivatives landscape is crowded. It requires deep liquidity or a goated USP to capture more market share. D: @vultisig: Huge attention spike with thin product traction. Skeptical of such hype waves backed by speculation. @Kalshi: CFTC-regulated prediction market, token & airdrop unlikely. Don't waste time trading on the FED platform.