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Morning thoughts after the dust settles
Seen too much wreckage lately—projects pivoting away from what made them matter, ecosystems shifting fast. Here's what's shifted:
Kaito moved to traditional marketing channels. Cookie's campaign engine went quiet. Pulse halted payouts. Meanwhile, X is tightening creator verification standards.
These aren't small moves. Each signals a recalibration in how Web3 platforms are approaching growth and sustainability. When multiple projects adjust course simultaneously, it usually means something deeper is reshaping the landscape.