cover of episode 全面复盘热门项目 Kaito:产品发展脉络、Yap 飞轮、创业思考

全面复盘热门项目 Kaito:产品发展脉络、Yap 飞轮、创业思考

2025/1/5
logo of podcast 吴说不加密播客

吴说不加密播客

AI Deep Dive AI Insights AI Chapters Transcript
People
A
Alex
通过在《Mac Geek Gab》播客中分享有用的技术提示,特别是关于Apple产品的版本控制。
Topics
Alex: 我长期关注Kaito项目,今天从自身产品开发经验出发,分析其产品策略、市场定位及发展逻辑。Kaito选择Twitter作为主要平台,原因在于Twitter在加密领域拥有最高的流量集中度,且流量获取方式相对单一,主要为分销和裂变。 Kaito的高定价主要源于两方面:一是商用API的高昂成本,二是Twitter的法规限制导致调用量有限,为最大化经济价值,只能提高单价。 Kaito的产品方向经历了演变,最初专注于趋势监测,后转向KOL图谱构建。这与市场需求和商业化策略有关,因为单纯的趋势监测工具难以实现商业化。 Kaito的Yap活动是其战略转型的关键,通过免费的激励机制,吸引大量用户绑定账号,形成数据飞轮效应,最终目标是建立一个类似阿里妈妈巨量引擎的广告平台。 Yap活动不仅有效地提升了Kaito的知名度,也使其在数据获取方面摆脱了对Twitter API的依赖,建立了独特的市场地位。 最后,我分享了自己的创业经验,指出非典型精英背景的创业者在融资方面可能面临挑战,但只要产品足够优秀,仍然有机会获得成功。

Deep Dive

Key Insights

Why did Kaito choose Twitter as its primary platform for data collection?

Twitter was chosen because it is a public domain platform with high social data concentration, making it ideal for data platforms. Unlike private domains like Discord or Telegram, Twitter's social graph is clear, and engagement metrics are visible, which allows for better data weighting and analysis. Additionally, most marketing budgets in the crypto space are spent on Twitter, making it a hub for consensus and activity.

What are the two main reasons for Kaito's high pricing?

Kaito's high pricing is due to the cost of using Twitter's commercial API and regulatory limitations. The API costs increase linearly with usage, and there is a monthly call limit imposed by Twitter, which restricts the volume of data that can be processed. To maximize economic value within these constraints, Kaito focuses on high-value B2B clients.

How does Kaito's Yap activity create a flywheel effect?

Kaito's Yap activity leverages free KOL (Key Opinion Leader) engagement by allowing users to earn Yap points through social interactions. This creates a self-reinforcing cycle where more KOLs and users bind their accounts to Kaito, increasing its data assets. As more users and KOLs join, the platform becomes more attractive to B2B clients, further driving demand and supply in a positive feedback loop.

What challenges did Kaito face in productizing its data tools?

Kaito faced challenges in balancing between creating a profitable product and maintaining its utility. Initially, the focus was on alpha tools for internal use, but this approach limited scalability. Transitioning to a B2B model allowed Kaito to monetize its data effectively, but it required overcoming the limitations of Twitter's API and ensuring data accuracy through rigorous cleaning and weighting processes.

Why is data accuracy critical for Kaito's KOL mapping and marketing strategies?

Data accuracy is crucial because it ensures the reliability of KOL (Key Opinion Leader) rankings and marketing effectiveness. Kaito uses time-stamped data to validate the accuracy of KOL predictions and engagements. By weighting KOLs based on their historical performance, Kaito can provide project sponsors with precise insights into which KOLs are most effective for their campaigns, enhancing marketing ROI.

What strategic advantage does Kaito gain by binding KOL accounts to its platform?

By binding KOL accounts, Kaito gains ownership of valuable social data, reducing its dependency on Twitter's API. This strategic move allows Kaito to build a proprietary dataset, which enhances its market position and creates a competitive moat. Additionally, it enables Kaito to offer more accurate and comprehensive data services to its B2B clients, further solidifying its role as a key player in the crypto data space.

How does Kaito differentiate itself from competitors in the crypto data space?

Kaito differentiates itself through its focus on data accuracy, KOL mapping, and strategic use of Twitter's API. Unlike competitors, Kaito has developed a robust system for cleaning and weighting data, ensuring high reliability. Additionally, its innovative Yap activity and KOL binding strategy create a unique flywheel effect, driving both user engagement and B2B demand.

Chapters
本部分探讨了加密领域流量获取的两种主要模式:投放和裂变。通过对比不同地区用户获取成本和裂变效果,解释了为什么选择 Twitter 作为主要平台。
  • 加密领域流量获取方式主要有投放和裂变两种
  • 不同地区用户获取成本差异巨大,裂变效果也存在显著区别
  • Twitter 和 YouTube 属于公域流量,Telegram 和 Discord 属于私域流量

Shownotes Transcript

本期为 Alex 个人 YouTube 频道内容,围绕 Web3 领域的数据产品 Kaito 展开,深入探讨了其产品策略、市场背景及发展逻辑。通过分析 Kaito 在 Twitter 平台的选择和其在加密社交数据收集、处理及应用上的特点,阐释了其高定价原因及核心优势。此外,对比了类似项目的方向探索,指出 Kaito 如何通过 API 调用优化、KOL 图谱构建以及社交绑定机制来突破传统数据服务的限制,成功完成战略转型并建立了独特的市场地位。同时,分享了相关行业从业者的创业经验与洞见,直指 Web3 产品化与商业化过程中面临的挑战与机会。阅读精选文字版本)

关注 Alex 个人推特) 关注 Alex 个人 Youtube)

加入吴说播客听友群,可添加小助手微信 ipo19841984。关注更多吴说快讯深度等内容渠道:吴说官网)

时间线:

00:00 开场

01:15 Crypto 流量获取方式:投放与裂变模式的区别

02:55 不同地区用户获取成本及裂变效果的对比

04:43 为什么 Kaito 选择 Twitter 作为主要平台

06:38 Kaito 定价高的两大原因:API 成本与法规限制

09:23 Kaito 产品方向的演进与选择

12:16 Kaito 的社区新闻工具探索及其行业潜力

15:57 数据准确性与 KOL 图谱构建在营销中的作用

19:53 Yap 活动背后的战略逻辑与飞轮效应

25:53 创业反思:非典型精英背景的从业者如何突围