- Analisado
- 21 de out. de 2026
- Motor
- v5.2.0
- Calculado
- 2026-10-21 12:10 UTC
- Hash de entradas
- dc11eebcbe81
O Lite desbloqueia Kite por completo. Variação, cenário, sinal, fatores de risco, catalisadores.
Pesquisa, não constitui aconselhamento financeiro. Leia os termos.
Evidências dos pilares
Conjunto de dados 21 de out. de 2026. 8 fontes, 12 citações.Em inglês
Sustentabilidade65
Transparência70
Receita20
Inovação75
Comunidade55
Tokenomics30
Fontes
- 1gokite.ai/kite-whitepaperCitado por Sustentabilidade, Inovação
- 2docs.gokite.ai/kite-chain/1-getting-started/network-informationCitado por Sustentabilidade
- 3github.com/gokite-ai/passport-skillsCitado por Transparência, Comunidade
- 4github.com/gokite-ai/developer-docsCitado por Transparência
- 5docs.gokite.ai/passportCitado por Receita, Inovação
- 6github.com/gokite-ai/kite-x402-servicesCitado por Receita, Comunidade
- 7coingecko.com/en/coins/kite-2Citado por Tokenomics
- 8etherscan.io/token/0x904567252d8f48555b7447c67dca23f0372e16beCitado por Tokenomics
Sobre Kite
Análise de 21 de out. de 2026Em inglês Tradução pendente: esta análise é apresentada em inglês.
Kite operates an EVM-compatible Layer-1 blockchain built on an Avalanche Subnet for autonomous artificial intelligence agents. Founded in 2024 as an evolution of Zettablock, the network runs on Chain ID 2366 with block verification on KiteScan.
Visão geral completaMostrar menos
The protocol raised $18 million in Series A funding co-led by PayPal Ventures and General Catalyst, bringing total venture backing to $33 million. Its core product, Kite Passport, rolled out on mainnet in April 2026 using hierarchical BIP-32 wallets and passkey-approved spending sessions.
Developers install the kpass CLI so agents can pay for x402-wrapped HTTP APIs and execute bounded USDC transfers autonomously. Consensus relies on Proof of Attributed Intelligence to track model and data contributions.
As of October 21, 2026, 2.39 billion KITE circulate out of a 10.0 billion maximum supply, equal to 23.9% circulation.
Tese de investimento
The investment thesis for Kite centers on whether autonomous software agents require dedicated blockchain identity and payment infrastructure. Traditional financial rails and API keys are built for human account holders rather than machine-to-machine execution.
Tese completaMostrar menos
Kite addresses this gap through Kite Passport, which rolled out on mainnet in April 2026 on Chain ID 2366. Users approve spending sessions with a passkey, while agents derive hierarchical BIP-32 sub-wallets to pay for x402-wrapped HTTP APIs in USDC.
An $18 million Series A co-led by PayPal Ventures and General Catalyst brought cumulative funding to $33 million, providing multi-year engineering runway. However, severe supply dilution weighs on token valuation.
Only 2.39 billion KITE circulate out of the 10.0 billion maximum supply as of October 2026, leaving 76.1% locked across ecosystem and insider allocations. On-chain gas fees and commercial agent settlements also remain early relative to network valuation.
A CAUTION rating reflects functional agentic payment tooling offset by heavy multi-year unlock overhang.
Pontos fortes
- Passkey-authorized Kite Passport wallets use hierarchical BIP-32 keys and ephemeral session limits to let autonomous agents execute bounded USDC and x402 API payments.
- Cumulative venture funding of $33 million, including an $18 million Series A co-led by PayPal Ventures and General Catalyst, supports multi-year infrastructure development.
- Live EVM-compatible Avalanche Subnet mainnet on Chain ID 2366 integrates LayerZero cross-chain messaging, Goldsky indexing, and the kpass developer CLI.
- Hard-capped 10.0 billion KITE maximum supply eliminates uncapped tail inflation across validator staking, AI service modules, and network governance.
Riscos
- Severe supply dilution persists with only 2.39 billion KITE circulating out of the 10.0 billion maximum supply, leaving 76.1% locked in future allocations.
- Recurring protocol fee capture remains minimal as x402 service catalog usage and commercial machine-to-machine transaction volumes are still in early deployment.
- General-purpose Layer-1 and Layer-2 networks including Solana and Base compete directly for autonomous agent settlement and x402 payment integrations.
- Market and operational risks remain elevated after an August 2026 Upbit maintenance halt and a steep drop from the $0.32 March 2026 peak.
Posição competitiva
Kite competes at the intersection of autonomous AI agent frameworks and stablecoin payment rails. General-purpose networks like Base and Solana already process high-frequency agent transactions and support Coinbase's x402 payment standard.
Posição completaMostrar menos
Decentralized AI protocols such as Artificial Superintelligence Alliance and Virtuals Protocol also offer agent registries and tokenization tooling. The protocol differentiates by running a dedicated Avalanche Subnet on Chain ID 2366 paired with BIP-32 Kite Passport wallets and passkey spending sessions.
Long-term market share depends on whether developers prefer a specialized sovereign chain over established Layer-2 stablecoin rails.
Conclusão
As of October 21, 2026, Kite delivers live Layer-1 infrastructure and passkey-authorized payment tooling for autonomous software agents. Its Avalanche Subnet mainnet on Chain ID 2366, kpass CLI, and x402 API catalog are backed by $33 million in institutional venture funding.
Conclusão completaMostrar menos
However, only 2.39 billion KITE circulate out of the 10.0 billion maximum cap, leaving 76.1% of supply locked in future vesting schedules. Recurring protocol fee generation also remains early.
A CAUTION rating holds until on-chain commercial agent settlement scales to offset multi-year token dilution.
