InfoFi Ecosystem: From Dependence on Centralized Platforms to Self-Reorganization

Recently, the cryptocurrency analysis ecosystem has undergone a significant adjustment. According to NS3.AI’s report, the root cause of many projects falling into difficulties lies in their over-dependence on centralized platforms. This structural weakness has been fully exposed at certain moments, triggering a chain reaction across the entire ecosystem.

How X Policy Changes Trigger Ecosystem Crisis

The turning point originated from policy changes by X (formerly Twitter). The platform banned content publishing mechanisms based on user rewards. This move seemed minor but actually dealt a fatal blow to projects relying on that channel. Projects like Kaito, which grew within this ecosystem, suddenly lost their core user acquisition and engagement channels due to their high dependence on this centralized platform.

This incident profoundly reveals a problem: when an ecosystem relies excessively on a single centralized platform, any policy change can trigger a domino effect. What once appeared to be a thriving ecosystem quickly shows signs of disintegration under such external shocks.

Not All Projects Will Fall Simultaneously

However, it is worth noting that not all InfoFi-related projects face the same dilemma. NS3.AI’s analysis indicates that projects with strong product-market fit (PMF) demonstrate greater resilience. These projects not only survived the crisis but also began to consider how to reduce dependence on centralized platforms.

Product-market fit refers to the degree of alignment between a project’s core functions and market demand. Projects with this trait have a genuine user base and practical application value, not relying solely on platform traffic for growth.

From Adaptation to Evolution: The Possibility of InfoFi 2.0

In response to this ecosystem crisis, strategic changes have become an inevitable choice for many projects. By reducing dependence on centralized channels while strengthening decentralized user engagement mechanisms, some projects are exploring new development paths. This evolution process is referred to by some analysts as “InfoFi 2.0”—a more independent and robust information financial ecosystem.

The key to this new stage is establishing a self-driven growth mechanism rather than passively relying on external platforms. Projects need to build stronger communities, create more sticky product experiences, and develop sustainable business models—all aimed at breaking dependence on centralized platforms.

Overall, although the crisis in the InfoFi ecosystem has exposed its structural weaknesses, it also provides an opportunity for truly valuable projects to optimize themselves. Those capable of effectively addressing dependence issues and adjusting strategic directions are expected to play leading roles in the new ecosystem landscape.