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【Alpha Mining】Discovering an invisible giant with an annual income of $80M, $KGEN, whose fundamentals are terrifyingly strong
Recently, the market has returned to rationality, and funds are beginning to look for targets with "Real Yield." I dug up $KGEN, and the data is astonishing.
Fundamental Analysis:
Revenue Scale: $80M+ ARR. What does this concept mean? Most public chains with market values in the tens of billions do not have this level of on-chain revenue. $KGEN relies on solid B-side business (game UA + AI data).
User Moat: 48.9M+ verified users. These are not fake accounts with inflated numbers, but real humans verified through the KGeN protocol. In the AI era, "Verified Human Data" is like oil.
AI Narrative Implementation: Many people only see $KGEN as a gaming guild, which is wrong. It is essentially a supplier of AI training data (KAI Engine). It utilizes a massive user base to conduct RLHF (Reinforcement Learning from Human Feedback) and directly sells services to tech giants.
Investment Logic (The Thesis):
The market may currently only value it as a "gaming infrastructure," overlooking its potential as an AI data provider.
The $KGEN token directly captures protocol revenue. With the explosive demand for high-quality real human data by AI models, the revenue ceiling for $KGEN is extremely high.
Conclusion:
There is revenue, AI business, and tens of millions of users.
After the emotional tide recedes, projects with blood-making capabilities like this will be the most resilient and have the strongest potential for explosion.
This is good, everyone is not competitive, whoever competes will be squeezed out.
Naccy小妹
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📣📣Today at 4:00 PM Wallet TGE New Token Launch📣📣
Woke up early, brushing Alpha points, in order to participate in today's new token launch, got squeezed for 23 dollars. Babes, what have you been brushing these past two days? How's the wear and tear? I've been squeezed every day, it hurts 😓😓
Stop Paying for 'Air': Let's Talk About KGeN and the $80 Million Truth Behind It
After spending a long time in this circle, people become increasingly 'snobbish'. After countless rounds of PvP mutual slicing, I now only ask one very common question when looking at projects: 'Are you making money or not?' Recently discovered KGeN, its data at first glance made me think if it was a mistake—$80M+ annual recurring revenue (ARR). In most protocols where even server fees can't be covered in Web3, this is simply a dimensionality reduction blow. Here is my in-depth breakdown of it: 1. Core Data: Breaking the 'Air Currency' Spell Unlike those projects that rely on VC blood transfusions, KGeN comes with its own blood-making ability upon entry:
ETF Inflows: A Signal of New Demand and Bullish Impact on Bitcoin
BTC
ETF spot Bitcoin in the United States recorded net inflows of $471.3 million on January 4, 2026, marking the largest daily inflow since November 11, 2025. This surge reaffirms the renewed institutional interest in the world's largest cryptocurrency. BlackRock, through its iShares Bitcoin Trust (IBIT) product, led the way with inflows reaching $524 million throughout Q4 2025, demonstrating strong dominance in the Bitcoin ETF market.
The return of institutional capital holds significant meaning. After a period of large-scale selling in Q4 aimed at reducing tax burdens, selling pressure has now eased. This has helped stabilize Bitcoin's base price and created space for healthier price movements. Data also shows a direct correlation between ETF inflows and short-term price dynamics. For example, the slowdown in ETF demand in October 2025 triggered a massive $19 billion liquidation, underscoring how sensitive the market is to capital flows in this instrument.
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Polymarket is out of our reach, but this 'favorite son' prediction market on BNB Chain? We absolutely must position ourselves early!
You don't need me to explain how hot the prediction market sector has been lately, right? Polymarket is indeed impressive, but that's for big whales who haven't even launched their tokens yet—small investors like us can only be the denominator if we jump in now.
But after digging into the competitors on BNB Chain these past few days, I noticed the logic has changed. CZ clearly stated in the AMA that prediction markets aren't a 'horse race,' but an 'open garden.' What does that mean? It means Binance won't just bet on one project—it will cast a wide net.
Among these 'early contenders,' Predict.fun is undoubtedly the most 'authentic' standout player. Why is it a must-watch right now? Several solid reasons:
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At 7 PM, GAIN airdrop, first come first served for 210 points, you can receive 800 tokens Estimated profit of around 60U
Everyone can follow, if you want to reserve points to take advantage of tomorrow's big earnings, you can consider whether to grab after checking the earnings situation, usually circulation starts about 5 minutes before going online, I will update the coin price situation in real-time, make sure to join the Binance chat room to avoid missing the news!!!
At 7 PM, GAIN airdrop, first come first served for 210 points, you can receive 800 tokens Estimated profit of around 60U
Everyone can follow, if you want to reserve points to take advantage of tomorrow's big earnings, you can consider whether to grab after checking the earnings situation, usually circulation starts about 5 minutes before going online, I will update the coin price situation in real-time, make sure to join the Binance chat room to avoid missing the news!!!
#BNB突破1000 9 On the 18th of the month, BNB broke through the $1000 mark, with a market capitalization rising to $139.78 billion, surpassing companies such as BHP Billiton ($136.91 billion), Pfizer ($115.09 billion), and BYD ($138.15 billion), ranking 155th in the global asset market capitalization. The BNB breakthrough of $1000 is a landmark event, reflecting not only the continued expansion of the Binance ecosystem but also confirming the unique value capture capability of platform tokens in the crypto economy. Observing its price trajectory, it can be seen that BNB broke through $500 at the beginning of 2024 and experienced a period of steady upward movement, frequently setting historical highs amidst fluctuations, such as in June 2024, December, and the third quarter of 2025. Binance founder Zhao Changpeng reflected on BNB's growth journey in a social media post, specifically re-sharing an article written 3000 days ago, when Binance completed its ICO on July 2, 2017, achieving a 10,000-fold increase within 3000 days. Zhao summarized this journey with the words 'perseverance.' Currently, in my view, BNB is not just a 'flash in the pan' altcoin, but a true financial infrastructure asset: deeply integrated with Binance's global ecosystem, it has a strong deflationary mechanism and real income supporting millions of users on-chain and thousands of dApps, gradually being adopted by institutions and enterprises. In this bull market, BNB might be the most worthwhile platform token to hold long-term. As Binance's territory continues to expand, the value of BNB is also continually accumulating. #BNBATH