Actually, what’s being referred to as the “Data agreement” is probably just a commercial data licensing deal: Kaito pays X, and X opens up a certain range of data to Kaito.
In other words, Kaito may simply have transitioned from being an early, unreliable data scraper into X’s official data customer. Kaito unilaterally announcing that it has signed a data agreement with X doesn’t mean both sides jointly announced a strategic partnership. As for the so-called “century reconciliation” in the market, I think it’s somewhat over-interpreted.
So there are a few points to keep in mind:
1️⃣
If X allows Kaito to use data, that doesn’t mean it has re-authorized reposting to earn coins. The old Yaps and the post-scanning/automation (scraping) style on X likely won’t return exactly as before.
2️⃣
Kaito is still constrained by X’s data pricing, the scope of permissions, and platform policies. If, in the future, X adjusts the contract or restricts how the data can be used, similar risks may arise again.
3️⃣
There’s currently no clear buyback, destruction, or revenue-sharing mechanism. Even if Kaito’s product starts making money, these revenues don’t necessarily flow directly to the $KAITO token holders.
4️⃣
Currently, about 56.3% of KAITO is still waiting to be released. Previously, roughly 17 million tokens were unlocked per month; in August, long-term creator incentives may also stack on top, resulting in a single release of about 27 million to 33 million tokens—roughly 11%–14% of the current circulating supply. To be precise, August is one of the largest known unlock-pressure windows over the coming months.
So it’s not impossible that this news about purchasing X data is just a positive “smokescreen” released under the name of so-called “cooperation,” intended to cushion potential sell pressure from large unlocks in advance.
At least until the specific terms and the token value capture mechanism are made public, I don’t think this can constitute any substantial positive for KAITO.
In other words, Kaito may simply have transitioned from being an early, unreliable data scraper into X’s official data customer. Kaito unilaterally announcing that it has signed a data agreement with X doesn’t mean both sides jointly announced a strategic partnership. As for the so-called “century reconciliation” in the market, I think it’s somewhat over-interpreted.
So there are a few points to keep in mind:
1️⃣
If X allows Kaito to use data, that doesn’t mean it has re-authorized reposting to earn coins. The old Yaps and the post-scanning/automation (scraping) style on X likely won’t return exactly as before.
2️⃣
Kaito is still constrained by X’s data pricing, the scope of permissions, and platform policies. If, in the future, X adjusts the contract or restricts how the data can be used, similar risks may arise again.
3️⃣
There’s currently no clear buyback, destruction, or revenue-sharing mechanism. Even if Kaito’s product starts making money, these revenues don’t necessarily flow directly to the $KAITO token holders.
4️⃣
Currently, about 56.3% of KAITO is still waiting to be released. Previously, roughly 17 million tokens were unlocked per month; in August, long-term creator incentives may also stack on top, resulting in a single release of about 27 million to 33 million tokens—roughly 11%–14% of the current circulating supply. To be precise, August is one of the largest known unlock-pressure windows over the coming months.
So it’s not impossible that this news about purchasing X data is just a positive “smokescreen” released under the name of so-called “cooperation,” intended to cushion potential sell pressure from large unlocks in advance.
At least until the specific terms and the token value capture mechanism are made public, I don’t think this can constitute any substantial positive for KAITO.