刚挖到一个关于 Kindred 的重磅细节,之前几乎没人公开聊过
他们的种子轮里有一笔 830 万美元,由 @SeiNetwork Foundation 悄悄领投。到现在,Kindred 官方没提过一个字,Sei 那边也完全没官宣。这种双双闭口不提的情况,在一级市场基本只有一种解释,这不是普通的财务投资,而是链方把 Kindred 当成生态里最顶级的战略资产,还没到可以公开的时机
再看整个资方阵容,干净得有点夸张,专注 AI 的头部基金、深耕内容和 IP 的机构、基础设施玩家、还有 Techstars,完全没有短期套利型的基金。这种资本结构,一看就是奔着长期产品和长期价值去的
Kindred 真正对标的方向,也根本不是 Web3 那套 FDV 玩法,它做的是 AI 驱动的全球情感 IP,估值逻辑更接近迪士尼、漫威、三丽鸥、宝可梦,用文化渗透率和生命周期来衡量,而不是流通市值
更重要的是,真实需求已经完全起飞:
• 等待名单超过 400 万
• 还没 TGE,就已经冲进 Sei 链活跃度前列
• Klara 从 free mint 直接拉到接近 1 ETH,全是自然增长
这不是营销堆出来的数字,是产品自己长出来的
把这些点连起来看,现在的 Kindred 只是露出了一小部分。那笔被故意隐藏的投资、极度克制的对外节奏、纯粹靠产品驱动的增长,都在说明一件事,它不是一个普通的 Web3 AI 项目,而是一个正在悄悄落地的时代级产品。真正的故事,可能才刚要开始
#KaitoYap @KaitoAI @Kindred_AI #Yap @metamaxxmoon $KIN

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