Aura Arc is officially here. A social graph that captures not just what people post, but what they build, trade and back across frontier tech and finance. Built to showcase those who shape conversations, and those who move markets.

hiring a video editor to join @KaitoAI team as we ramp up growth efforts across the board - short-form edits, motion graphics, static graphics - tool stack: after effects, premiere & figma more details: kaitoai.notion.site/kaito-jo…

anthropic crossed 100M ARR in late 2023 they are now at 65bn (650x) the power of exponential growth

Kaito reached out for an open dialogue after my findings tweet, and i was able to review the extension update before the open sourced release full before/after in the image, but the parts worth saying out loud: - a clarification on my original post: the claude, chatgpt and binance verifiers were in the shipped code but never live in the product. which verifiers actually run is decided server-side and those were never switched on. it was a dormant and never running feature. they're now removed from the extension entirely, which is the right call - the fix that mattered most to me is host permissions: 1.0.1 asked read/write perms for every site you visited. 1.0.2 asks for X and Kaito only, then prompts per site when you verify something the reason that matters isn't what the extension does today, it's that a future update could have widened what it reads with no chrome prompt or signal to the user at all (think a rogue employee) - they also fixed one i missed. the full page url was being sent, which on x means your search queries and your dm conversation ids. now stripped to the page type - they're also now inviting public review on future releases, which is the ACTUAL real fix here what didn't change, and shouldn't get lost: - the device fingerprint still uploads with your twitter id attached - the X feed logging, dwell times, clicks and follows are the same - agreeing to all the above is still required to use pulse all three were true before my post and are true now. the difference is the consent screen now says so, instead of listing device fingerprints as something it doesn't collect overall I would consider the extension a lot cleaner, or at least properly scoped kudos to @KaitoAI team: they engaged on every specific instead of going quiet. rarer than it should be in this industry

appreciate the scrutiny here. these are important discussions, and we’d love to be active contributors to the broader conversation around the future of social interoperability and privacy. from the beginning, Pulse was designed around data minimization and user-controlled verification. that’s why we built browser-based verification around zkTLS - so users can prove specific off-platform claims without handing over their credentials or exposing entire account datasets. the post brings together several very different parts of Pulse: privacy-preserving verification, X-native analytics, and anti-abuse infrastructure. we want to clarify how each of them actually works. more importantly, we’ll be open-sourcing Kaito Pulse this week so anyone can inspect the code and verify. a few clarifications: 1. browser-based verification is powered by zkTLS. zkTLS allows Pulse to verify a specific off-platform claim while minimizing the underlying information disclosed to Kaito. when you start a verification, Pulse uses only the account data required to generate a cryptographic attestation. once complete, we receive the resulting attestation, rather than a general copy of your account data or browsing history. 2. ChatGPT, Claude, Binance and other supported verification sites are only used for verification when you explicitly initiate one. these optional, user-initiated verification features will roll out over the coming days and weeks as part of our broader vision to bring verified off-platform activity into the native X experience. no verification is initiated, and no verification data is sent to Kaito, unless you explicitly choose to start one - as our friend Ultra also noted in his reply. once initiated, as described in point 1, the verification flow accesses only the account data required to generate the requested proof. we then receive only the resulting attestation rather than a general copy of your account data or browsing history. 3. Pulse does collect interaction data on X - and we explicitly ask for permission to do so during onboarding. Pulse is an X-native extension. it measures signals such as what content is shown, dwell time, and user interactions. this data is used for functionality, product analytics, and attention measurement within the X experience. Pulse does not send your general browsing activity elsewhere on the web to Kaito. it also does not capture your screen or passwords, or record what you type. this distinction is important: X functionality is native and ongoing while you use X, while off-platform verification is optional, user-triggered, and purpose-specific. 4. some users are seeing a Chrome permission message suggesting that Pulse can read and write data across all websites. to clarify, Pulse’s read/write functionality is used on X, where it is required to integrate features directly into the native X experience – including trading positions on the timeline, Smart Followers, sentiment, and other Pulse features. the permission scope currently shown by Chrome is broader than how Pulse actually uses those permissions. we’re correcting this in the next version so the permissions shown to users more accurately reflect the product’s behavior. 5. device fingerprinting is used solely for anti-abuse. Pulse uses device-level signals to combat farming, Sybil behavior, automated scraping, and other forms of abuse. device- and browser-level signals are commonly used across websites and online services for fraud and abuse prevention. these signals are used solely for anti-abuse purposes and are not used for analytics or other purposes. ============= ultimately, these are exactly the kinds of questions users should ask of any browser extension – especially one trying to build a new layer between social identity and what people do across the internet. our vision for Pulse has always been to make the internet more interoperable, verifiable, and privacy-preserving: allowing people to bring what they build, trade, create, and achieve across platforms into their social identity, without having to hand over more data than necessary. we also believe infrastructure like this should be built in the open. that’s why Kaito Pulse will be open source this week. anyone will be able to inspect what the extension does, challenge our assumptions, suggest improvements, and contribute to the discussion around how this kind of social and verification layer should work. we’re still early, and we’d love for everyone to be part of the conversation as we build it.

immediately kaito pulse will be a requirement for every kaito studio / katalyst campaign as we verify true reach of a creator but it goes far far beyond that social layer for the new internet - watch us build towards that

Kaito pulse is here, along with aura Kaito pulse builds upon our vision of making social media interoperable, authentic and verifiable while every major platform builds its own siloed social network, we believe there’s a unique opportunity to bring everything together your starting aura is largely based on yaps, as we want to recognize the contributions of the OGs who helped build the network, but soon aura will be increasingly driven by new factors with an entirely new mechanism more to come

will do a full dive from the official account but kaito studio soon will have the full product suite, and expanding fast into all adjacent industries. by 2027 we think crypto will be 30% of the business, with 70% being rest of frontier tech and finance 4 different formats available as of august 2026: kaito select - creators quote their own price to be selected. typically brands select 50 out of 1000. kaito invite - offers sent to anyone who matches the desired profile powered by our engine (doesn't have to be people already on kaito studio). this one comes soon kaito partner - curated set of partners where we host performance-based opportunities. bybit, kalshi, etc fall under this category where we work with creators who refer their audience. kaito can offer end-to-end attribution stack from views to clicks to sign-ups kaito katalyst - contest format compaign. works for pre-tge but really also any brands. 5-10x more effective CPM that targets broad participation. flexible reward mechanism which can be a blend of mindshare and conversion in different epochs as campaign goes on. again can use our attribution stack the long-term flywheel kicks in here when we have more people as part of the network, and more first-party data. hence why we are taking a long-term view on what we do and where we grow

new stakedrop mechanism out tomorrow should be a fairer and more rewarding way for stakers to participate in all upcoming partner drops

so many brands to come to kaito studio and we haven't announced the new thing yet stay tuned

turns out it was the signal indeed

sentiment has hit the worst point ever for $SKHY is this the signal?

20 projects have submitted the form in the past two hours and counting!

in short: - a new tge campaign format with better alignment: no upfront cost for brands and stronger protection for creators - bringing back direct drops to sKAITO and YT holders (time-based loyalty and yapybara as multiplier) - a full attribution engine - opportunities beyond crypto we march on

everything eventually goes back to first principles - why it existed in the first place what problem it was trying to solve what wasn't working has the problem been solved now? and how can there be a better system?

the fact that people can trade CXMT on hyperliquid is a truly generational event witnessing history here

stocks are live on pro! many of us may have noticed how much X and global retail (incl China/Korea), now have an outsized impact on stock market flows at the same time, markets are entering a phase where a growing share of flows is narrative-driven as a result, we’ve been getting increasing requests for better ways to track stock-related information and sentiment, including: - tracking tweets from high-signal accounts to compare theses and analyze what’s priced in - tracking sentiment to identify retail social regimes for each stock, whether it’s fear, fomo, consensus building, inflection points, etc over the past few months, we’ve been working on this coverage, primarily by building a completely new social graph to identify top stock traders globally, as well as a new knowledge graph covering thousands of stocks around the world the good news: this is now live on pro. starting today, you can access tweet thesis and sentiment analysis for 3,000+ stocks globally, available both on the portal and via our mcp/api we’ll continue building additional stock-related features - stay tuned!

spent the last two weeks on the road in sf and beijing a new paradigm for the world a new paradigm for Kaito can't wait

data is only as powerful as what it enables it grounds us in reality it quantifies what used to be abstract it creates feedback loops for those putting in the work and it opens doors to anyone with the spirit to try

Proof we're evolving as an industry @KaitoAI added pre- and post-IPO mindshare dashboards We spent years obsessing over attention, narratives, and mindshare. For all its flaws, that's one area where it's been ahead of tradfi. good ideas don't have to stay in crypto.