1 天前
S-tier read ngl
@base & @monad combo feels like the real EVM evolution arc
@SentientAGI creeping in w/ AI utility is wild too
2026 cooks gonna be insane if these fire on mainnet
2 天前
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.
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