1️⃣@infinex

｜The ambition of 'on-chain Binance'
Directly selling NFTs for funding, cutting VC but not users, raised nearly $70 million, and Peter Thiel also invested
You think it's DeFi? No, it looks like a centralized exchange (that Binance UI), but operates on-chain
Supports multiple chains: Solana, Arbitrum, Base... everything you can think of is bundled
No mnemonic phrases, no signatures, you can trade with just an account password (but you manage your assets yourself, don't panic)

💡 Target Audience: A boon for newbies, but experienced users can also use it as a main trading platform
🎯 Critique: Right now, there's nothing, the UI looks good but the product hasn't launched; the 'decentralization' aspect is controversial
💬 Comments:
“If the UI looks like this, I don't even want to go back to CEX”
“Isn't this just the on-chain version of Bitget? Just without KYC”
🔥 Timing Suggestion: Watch for ecosystem explosion, early bird points system is live, may offer generous airdrops

2️⃣@Backpack

｜Solana's most competitive wallet player
You think it's just a wallet, but it also includes an exchange, NFT interactions, chatting, xNFT mini-games... turning the wallet into an operating system
Just secured $17 million in Series A funding, even Phantom is calling it competitive
With NFTs, you can run games and open DApps, using the wallet like the App Store
Their Mad Lads NFT series has gone crazy, hype + gameplay maxed out

🎁 Airdrop expectations: There is a points system! Many people are already boosting their trading volume
💡 Target Audience: Heavy Solana players, NFT players, and airdrop hunters
🎯 Critique: Too many features, opening it for the first time feels like walking into a maze; inexperienced users may be discouraged
💬 Comments:
“I thought I was using a wallet, but then it started chatting with me…”
“Compared to Phantom, it's like comparing WeChat to QQ Mail”
🥇 Speculation Suggestion: Engage in points, activity rankings, and community interactions; if airdrops are done right, they might be hidden here

3️⃣@AbstractChain｜Pudgy Penguins launched an L2
🐧 Yes, you read that right, Pudgy Penguins is also on-chain, and they just raised $11 million right off the bat, with the Thiel family investing again
The technical architecture uses zkSync's ZK Stack + EigenDA, all high-end goods
Pudgy Penguins' toys are selling like hotcakes at Walmart, buy them and you can go on-chain to claim NFTs
🛠 Project Positioning: Not competing in DeFi, not playing the security card, just building a chain for 'consumer-grade applications'—covering NFTs, e-commerce, and games
💡 Target Audience: NFT/Trendy toy/IP enthusiasts + users with a nose for new chain benefits
🎯 Critique: Currently, the ecosystem basically relies on itself, Pudgy Penguins is the dominant player; no news on tokens, airdrop expectations are low
💬 Comments:
“Pudgy Penguins built themselves a LEGO park, and casually fixed the chain too”
“Looks like the Disney of the chain, experiencing the full package, don't close the wallet yet”
📍 Suggestion: If you have Pudgy Penguins, you can grab the first batch of ecosystem benefits, don't miss it if you're an IP fan

4️⃣@Polymarket

｜“Decentralized gossip hub”
In simple terms, it's a 'betting platform' on the chain: Who will win the US election, who will go to Mars, and even where Taylor Swift will perform next can be wagered
In the latest funding round, they raised $70 million, even Vitalik personally invested
The hype is comparable to memes: Trading volume once surged to $70 million/day, trending on hot search, and the community is crazily spreading news about the token airdrop on the way, with traders more active than voters
💡 Target Audience: FOMO party members, onlookers, and speculators wanting to grab airdrops
🎯 Critique: US users can't use it (but you know, VPNs are great); some say this platform is being spammed by trading bots
💬 Comments: “If Vitalik is betting on the president, I'm not going to pretend, ALL IN YES”
“More fun than prediction markets, more decentralized than regular betting”
💣 Suggestion: Boost some trading volume, share promotion, and wait for it to launch (the airdrop has been talked about for two years, maybe it really will come)

5️⃣@Novastro_xyz

｜RWA+AI+L3, a one-stop concept harvesting machine
Project Goal: Bringing real-world assets on-chain, in simple terms, it's about 'moving houses, bonds, and gold onto the blockchain for sale'
Claims to have added AI and created a RUSD stablecoin, it's a complete package
Secured $100 million from Web3Port for market support, not bragging, real money has been invested
🎁 Recent tasks/airdrops, encouraging testing, following, and interaction
💡 Target Audience: Users focusing on the RWA track, wanting to seize new L3 benefits, and grab airdrops
🎯 Critique: Sounds grand, but operations are quite complex, newcomers may get lost; the actual assets on the ground are still few
💬 Comments:
“AI + RWA + L3 + Move, this project's keywords are more than just clickbait”
“If it really takes off, this will be the on-chain Nasdaq; if it doesn't, it's just a white paper generated by GPT”
🎯 Suggestion: Don't miss out on airdrop tasks, do a round and wait for it to truly launch, the project is new and the valuation is light

📦 In summary:
These projects are either talking about the future or genuinely making moves, but there are not many that are 'loud in speech and steady in action':
👑 Strongest airdrop expectations: Polymarket / Backpack / Infinex
💡 Most interesting innovative gameplay: Abstract / Infinex
🏦 Track with the greatest potential: Novastro (if RWA can succeed, this is a big market opportunity)
📉 Easiest to get started: Backpack (after using it for a while, it's really smooth)

💬

Which one do you want to grab the most? Give a score in the comments, whether we rush together or step on a landmine, it's still worth it.