#KAITO @KaitoAI #Crypto @EdgenTech
To be honest, I’m already fed up with the AI+DeFi space. Every month, dozens of projects pop up claiming to be the "market brain," but what’s the result? Most of them just package a ChatGPT API to raise money. However, this Edgen is indeed a bit interesting, which made me unable to resist digging a little deeper.
Let's start with the conclusion: what the hell is this?
Edgen is essentially an AI-driven market intelligence aggregator. You can think of it as a Web3 modified version of the Bloomberg terminal, using multiple AI agents to simultaneously analyze the stock and crypto markets, providing retail investors with "one-stop" investment decision support.
Sounds impressive, right? But the problem is that there are plenty of such tools on the market. What makes Edgen claim that it is different?
Technical level: The multi-agent system really has something.
Their core is the so-called EDGM (Efficient Decision Guidance Model), which simply means breaking down a complex query and distributing it to different AI experts: the fundamental agent handles financial data, the technical agent looks at candlestick charts, the social agent scans Twitter sentiment, and the momentum agent follows price trends.
This design is indeed smarter than a single model. Traditional AI tools either only look at technical indicators or only analyze fundamentals, while Edgen allows these "experts" to work simultaneously and then collectively debate to reach a conclusion. In terms of efficiency, they claim to be 10 times faster than a single LLM and 5 times cheaper.
But to put it bluntly, this is just an engineering optimization problem. The technical threshold is not high, and large companies can replicate it at any time.
Data performance: Indeed captured a few opportunities.
It must be admitted that Edgen's predictions in October indeed hit the mark several times:
After the market crash on October 11, their Zcash thread interactions surged, capturing the "privacy + perpetual" rebound signal in advance. The narrative of Synthetix's mainnet restart was also marked by them ahead of time. These predictions had the community exclaiming "amazing."
But there is a problem here: in such a volatile market, any prediction tool can occasionally get it right a few times. The key is the long-term accuracy and risk control, and this data has not been made public yet.
From the perspective of user growth, X has over 100,000 fans, with posts averaging over 2,000 likes, and the Zcash thread has 50,000 reads. These numbers are considered decent in AI tools, but they are far from being phenomenal.
Business Model: The Aura Points System is quite interesting.
Edgen did not issue tokens, but instead created an Aura points system. The higher the accuracy of user predictions, the greater their contribution, and the more points they earn. Users ranked higher can obtain Expert seats and enjoy access to paid tool privileges.
This design is indeed clever: it not only incentivizes user participation but also establishes a credibility system. The leaderboard in collaboration with Kaito has directly gamified the "proof of intelligence".
But the question is, how long can this points system last? Without token incentives, it's hard to retain users purely based on a sense of honor. Moreover, once TGE happens, how to convert the points is also a big issue.
Competitive Landscape: Where is the moat?
To be honest, Edgen has a lot of competitors. Nansen and Messari are more specialized in data analysis, Dune is stronger in on-chain queries, and TradingView is more mature in technical analysis.
Edgen's differentiation lies in "stock + crypto integration" and "multi-agent collaboration." But how long can this differentiation last? Once big players enter the market, this advantage will quickly be erased.
The endorsements from Framework Ventures and North Island Ventures are certainly a plus, but the seed round valuation and financing details have not been disclosed, making it difficult to assess the true attitude of the capital market.
Risk Warning: AI predictions are essentially still a form of metaphysics.
The biggest risk is the unpredictability of AI predictions. No matter how advanced the algorithm, it cannot predict black swan events, and the cryptocurrency market is full of black swans.
Once the predictions are inaccurate, user trust will rapidly decline. Moreover, now that market sentiment has improved, expectations for AI tools are very high. If these expectations are not met, the backlash could be severe.
In addition, while multi-agent systems may seem advanced, they also have higher complexity. System stability, cost control, and latency optimization are all potential issues.
My judgment: worth paying attention to, but don't go all in.
Edgen has indeed captured the current market pain points: information overload and decision-making difficulties. The design of the multi-agent system is also somewhat innovative. In the current AI narrative boom, it certainly has a chance to get a share of the pie.
But at the end of the day, this is still a tool-based product. The value of a tool lies in its continuous accuracy and user experience, not in conceptual packaging.
Suggestion: You can try their free features to see the accuracy of the predictions. If it really works, you might consider the paid version. But never treat it as an investment holy grail; the market is always more cunning than any AI.
Remember one thing: the market is not lacking money, but rather lacks charming scammers. Whether Edgen is genuine or a beautifully packaged scam will be answered by time.
![]()
