1. Threshold point prediction: I believe the threshold points will fluctuate around 239. The basis is the balance between trading volume points and wear and tear costs:
◦ Trading volume points 32768 correspond to 16 points, with a wear and tear of about 98U over 15 days; if the level is raised, the wear and tear increases, leaving no profit space.
◦ 16 points (trading volume) + 15 points (deposit of 100U) = 255 points, can receive 2 airdrops (assuming 100U each), studio profit in 15 days is about 100U, leaving operational space.
2. Analysis of the studio profit model:
◦ Studios can cooperate with groups such as delivery personnel to complete KYC, receiving airdrops at a profit-sharing rate of 100U per session, operating 4 times a month, with a monthly profit of about 1000 RMB per account, achieving scale profit through 'account number expansion' (10-1000 accounts).
Two, my specific suggestions to eliminate studio operations (core strategy)
1. Cancel the 100U deposit reward points: Eliminate the profit point for grassroots studios (100U profit disappears), eliminating 90% of profit takers (normal users can bear deposits below 1000U, increasing studio capital costs and risks).
2. Adjust the 1000U deposit level points: Set points to 1 point, increase studio costs (7200 RMB deposit), reduce profits (monthly earning 1000 RMB but assuming financial risks), dissuading high-level studios.
3. Add a 5000U deposit level (2 points):
◦ Small individual investors can meet the standard (5000U ≈ 36,000 RMB), receiving airdrops 6 times a month, with annual profits of about 34,500 after removing wear and tear, resulting in an annual interest rate of nearly 100%, attracting real users.
4. Add a 10000U deposit level (4 points): Stimulate small accounts to increase deposits, bringing more capital to the exchange, increasing trading volume, forming a virtuous cycle.
5. Deposit levels above 100,000U (6 points): Reward large accounts (contributing high transaction fees), ensuring long-term profits for the exchange and maintaining activity sustainability.
Three, the core logic of my strategy and the derivation of the virtuous cycle
1. Core objective: By adjusting the deposit point rules, raise the operational threshold for studios, focusing rewards on 'real deposit users', rather than studios that profit from mass accounts.
2. Virtuous cycle mechanism:
◦ Increase in real users → Increase in exchange traffic and trading volume → Project parties are more willing to list on Binance for airdrops → Airdrop profit pool expands → Sustainable user profits → Long-term benefits for exchanges and project parties.
Four, my conclusion on the benefits to multiple parties
1. Benefits to users: After eliminating studios, real users can obtain airdrop profits in the long term (though a higher deposit is required, it avoids being squeezed by profit takers).
2. Benefits to the exchange: Attract more effective users, enhance activity and capital volume, strengthen market competitiveness.
3. Benefits to the project parties: Obtain more traffic and trading volume, beneficial for the long-term development and promotion of the currency, promoting the prosperity of the Binance Chain ecosystem.
Five, my appeal and summary
• I always emphasize 'no free lunch', encouraging users to participate in competition through reasonable investment (rather than complaints), and support rule adjustments to eliminate studios, achieving 'positive internal competition'.
• Final goal: To make activities sustainable, allowing all parties to profit in healthy competition, rather than being drained of resources by studios in the short term.
Summarize and refine
I analyzed the current situation of studios exploiting low-threshold rules for mass profit taking around the ALPHA airdrop mechanism, proposing to adjust deposit point levels and increase studio capital costs to direct rewards towards real deposit users, achieving a win-win situation and healthy ecological cycle for exchanges, users, and project parties. The core lies in optimizing rules to balance short-term profits and long-term sustainability.