1. Kaia Project Background and Positioning
Kaia was inspired by Telegram's TON public chain and may be the only public chain in the entire network that can match TON. Kaia aims to become the first blockchain in Asia. It is formed by the merger of Klaytn and Finschia blockchains, integrating Kakaotalk and LINE, with more than 250 million users, and is invested by DWF, IDG and other institutions.
2. Comparison of Kaia and TON data
Number of Web2 users
TON has 900 million users, Kaia (KLAY) has 250 million users, and the number of Kaia users is about 28% of TON. If the circulating market value of TON is 20.1 billion, the reasonable market value of Kaia is about 5.628 billion according to this ratio.
Market value
TON's circulating market value is 20.1 billion, and Kaia's (KLAY) circulating market value is 461 million. Kaia's circulating market value is only about 2.3% of TON's. From many aspects, Kaia's market value may be underestimated, and its reasonable market value should be between 5 billion and 6 billion.
TVL (Total Value Locked)
TON's TVL is 434 million, and Kaia (KLAY)'s TVL is 40 million. TON's DeFi ecosystem is more mature, and its TVL is about 10 times that of Kaia. If Kaia develops its DeFi ecosystem, its market value may rise.
3. Project Track and Prospects
Social Chain Track
I named this track Social Chain, which may be the main driving force of the bull market and can reduce the educational cost of Web2 users entering Web3. I predict that this bull market will be a "traffic bull market", and more traffic will attract developers to innovate. Kaia and TON have traffic advantages, and as long as some technical problems are solved, the ecosystem and user growth will not be a problem.
Comparison of the current status of public chain development
Currently, Web3 faces liquidity and user issues. Many public chains are rarely used after airdrops. However, Kaia, TON and other social chains are different. They have natural traffic and can develop in the long term. In the next five years, I am most optimistic about the social chain track represented by TON and Kaia.
4. Kaia Chinese Naming
As a self-media, I gave Kaia the Chinese name "凯亚". "凯" means victory and triumph, and "亚" means Asia, which is in line with its vision.
5. Kaia’s Opportunities and Activities
Retail opportunities
For retail investors, both spot and Alpha in the ecosystem can be deployed in advance. Although TON's valuation is high, there are many opportunities in the early stages of the protocol in the ecosystem, and I will pay attention and share information.
Kaia's portal activity
The Kaia portal activity was launched on September 26th. It was the first activity after the merger. The first phase lasted for 3 months, with a total of 50 million Kaia incentives, currently worth 7 million US dollars. The main point of the activity is to provide Kaia liquidity to obtain points, and the points can be exchanged for Kaia after the activity ends.
Activity link: https://portal.kaia.io/?ref=c5a34d2c,
Invitation code: c5a34d2c (use it to get 10% points bonus).
6. Kaia related resources
Kaia Official Address
Official website: https://kaia.io;
Browser: https://kaiascan.io;
White paper: https://docs.kaia.io/kaiatech/kaia-white-paper/;
Official documentation: https://docs.kaia.io;
Official SWAP: https://portal.kaia.io/swap;
Official cross-chain bridge: https://portal.kaia.io/bridge;
Official Twitter: @KaiaChain.
Kaia Ecosystem
Kaiaswap: @KaiaSwap (Kaia DEX developed by izumi);
DragonSwap: https://dgswap.io (officially supported SWAP);
capybara: https://capybara.exchange (Kaia’s first mini-game + DEX + launchpad app);
ALLmeme: https://all.meme (Kaia’s meme launch pad).
Kaia Community
Kaia Bird Community (obtain first-hand Alpha information about Kaia ecosystem),
TG Group: https://t.me/kaiadao,
LINE group: add kaiachain.
TON Ecological Community Account
TON Bird Community: https://t.me/ton_bbs;
TON Bird channel: https://t.me/Toncncn;
TON Bird Community X: https://x.com/TONchinese.
7. Kaia Interaction Steps
First prepare KAIA as gas fee and interaction cost.
KAIA (KLAY) can be purchased through the following exchanges and withdrawn to EVM wallets
Binance: https://www.suitechsui.cc/activity/referral-entry/CPA/together-v3?hl=zh-CN&ref=CPA_00GK47EQWT
OKX：https://okx.com/join/2662818
Bitget：https://partner.bitget.fit/bg/WNPXY3
Gate：https://www.gateex.cc/referral/invite/XgBFVgg_0_103
2. Switch your wallet to the KAIA mainnet: https://chainlist.org/?search=kaia
3. Enter the Kaia Portal activity page,
Link wallet and enter invitation code: c5a34d2c;
Activity link: https://portal.kaia.io/?ref=c5a34d2c,
Invitation code: c5a34d2c (using the invitation code will get a 10% bonus on points)
4. Complete the Capybara mission;
5. Complete the Dragonswap task;
6. Complete Kaiaswap tasks;
7. KAIA Galaxy Mission, which can be completed selectively; https://app.galxe.com/quest/KaiaFoundation…
To sum up, if Kaia public chain can continue to innovate at the technical level, take a multi-pronged approach in ecosystem construction, and actively optimize its development path, it will surely open up a broader development prospect in the increasingly competitive public chain market, attract more users, developers and partners, and gradually realize its grand goal of becoming the first blockchain in Asia.
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