[KOL Index] The community urges the release of Token quotas... The project party's reliability has sparked controversy.

The KOL Index is a series of reports based on community analysis techniques from TokenPost and DataMaxiPlus, analyzing the content that receives high investor reactions and attention within Telegram. This index diagnoses market investment sentiment and trends through the topics that were most focused on in the KOL community the previous day. [Editor’s Note]

The KOL community's demand for project transparency was particularly strong the previous day. With the spread of the controversy over the GAIB airdrop distribution errors and marketing agents selling off early, relevant on-chain data analysis results were also publicly shared. At the same time, the release of major employment indicators in the U.S. and the CMC Fear and Greed Index hitting a new annual low highlighted the market's uncertainty.

Project community quota execution and response to call diffusion

Criticism of the delay in the issuance of activity quotas for specific projects on the Korean Telegram within the community continues to spread due to insufficient communication. As Edward Park's pointed questions are widely shared, the accountability of the project team's response has become the focus, with discussions emerging about apologies for delays in feedback caused by time zone differences, triggering ongoing discussions about the project's credibility. Consequently, investors have strengthened their demands for clear schedule announcements and a rapid community response system.

The GAIB airdrop error and the issue of early selling have sparked structural verification disputes.

GAIB has officially acknowledged the existence of errors in the airdrop checks and stated that the issue has been resolved. However, community analysis has discovered that certain new wallet clusters are experiencing excessive token allocation, raising discussions on the necessity of redistribution. Additionally, it has been revealed that the marketing agency did not sell the community activity quota in advance as agreed, and GAIB is advancing the repurchase of the relevant quota as a key measure to quell the controversy. To alleviate concerns, the project party has announced that it will publicly disclose transparency information and implement a full compensation plan on the 21st.

The release of macro indicators and the deterioration of market sentiment

The U.S. non-farm payroll data exceeded expectations, but the unemployment rate rose simultaneously, presenting a chaotic situation. The U.S. dollar index, on the other hand, fell, and risk assets saw a slight rebound. Meanwhile, the CMC Fear and Greed Index dropped to “15,” creating a new annual low and entering the extreme fear range. Although there is discussion about the possibility of a short-term rebound, the mainstream opinion in the community still emphasizes the need to simultaneously observe on-chain indicators and capital flows.

On the same day, the top content of the KOL community focused on structural issues such as regulatory risks, institutional-level cooperation, and the expansion of on-chain practical applications, rather than price fluctuations. Investors show a higher level of attention to the analysis of the impact of projects and policy changes on the market, and the comprehensive judgment of trends in technology, regulation, and capital flows is increasingly strengthening. This content is based on information collected from Telegram through DataMaxiPlus community analysis technology.