{"id":96918,"date":"2026-05-07T17:59:22","date_gmt":"2026-05-07T14:59:22","guid":{"rendered":"https:\/\/u1f987.com\/en\/?p=96918"},"modified":"2026-05-07T18:01:44","modified_gmt":"2026-05-07T15:01:44","slug":"neither-dead-nor-triumphant","status":"publish","type":"post","link":"https:\/\/u1f987.com\/en\/neither-dead-nor-triumphant\/","title":{"rendered":"Neither dead nor triumphant"},"content":{"rendered":"

The InfoFi<\/span> segment saw a dizzying ascent, accusations of spam and a clampdown from social network X. Projects that promised to monetise information hit a crisis, and their tokens plunged. Yet the narrative of InfoFi\u2019s \u201cdeath\u201d may be premature. ForkLog examines what actually happened to the segment and in what form it may return.<\/p>\n

From a niche idea to a standalone category<\/h2>\n

InfoFi is an approach that turns information into a tradable financial asset. Blockchains ensure transparency of data provenance, and tokenisation<\/a> gives it a market price. Unlike in traditional finance, where information merely informs decisions, here the signal itself becomes the asset: one can tokenise social engagement, analytical reports, prediction outcomes and even an author\u2019s reputation.<\/p>\n

The logic is simple: crypto markets move on narratives, research and timing, but most of the revenue from these flows has traditionally accrued to platforms, insider chats, exchanges and big accounts with distribution. InfoFi was conceived as a mechanism for redistribution: the reward goes to those who generate useful signals, not those who simply own them.<\/p>\n

The Kaito team set out<\/a> an even starker thesis: attention is a scarce resource that is currently allocated by opaque algorithms. Make it measurable and tradable, and capital will flow to quality content automatically.<\/p>\n

What the sector is made of<\/h2>\n

In its mature form, InfoFi rests on several building blocks. First, tokenised data: engagement, authors\u2019 reputations and the results of their forecasts are stored on-chain and can move across protocols. Second, prediction markets<\/a>, which serve as pricing oracles for real-world events. Third, AI agents<\/a> that aggregate disparate signals into structured indices.<\/p>\n

It is this \u201cdata + market + artificial intelligence\u201d triad that sets InfoFi apart from classic social tokens and paywalled subscriptions. Information ceases to be a by-product and becomes a primary asset with an intelligible demand curve.<\/p>\n

Clash with X<\/h2>\n

In January, X updated its rules and banned apps that pay users for posts, mentions or other activity on the platform. Kaito, Cookie DAO, Loudio and several other services building Post-to-Earn<\/span> models on top of X were caught up<\/a> in the change.<\/p>\n

The formal trigger was a post by X\u2019s head of product, Nikita Bier. He argued that financial incentives for posting distort the feed and clog the platform with low-quality content. After his statement, the accounts of key InfoFi projects were restricted<\/a>, and integrations via API<\/span> were revoked.<\/p>\n

\n

We are revising our developer API policies: <\/p>\n

We will no longer allow apps that reward users for posting on X (aka \u201cinfofi\u201d). This has led to a tremendous amount of AI slop & reply spam on the platform.<\/p>\n

We have revoked API access from these apps, so your X experience should\u2026<\/p>\n

\u2014 Nikita Bier (@nikitabier) January 15, 2026<\/a><\/p><\/blockquote>\n