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.
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.
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.
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.
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.
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.
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.
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)
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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