Baby Shark Universe is a Web3 gaming metaverse project based on a globally popular IP (YouTube 11.3 billion views) that has completed $34 million in seed funding and will launch on Binance Alpha with an airdrop on August 9, 2025. The project adopts a dual-chain architecture (Polygon + Immutable zkEVM) and plans to guide mainstream users into the blockchain ecosystem through mobile gaming.

Project overview

Core vision

  • Goal: Build a family-friendly open-world metaverse based on the Baby Shark IP, integrating gaming, DeFi, RWA, and AI elements babysharkuniverse.io

  • User-oriented: Abstract blockchain functionality through API, allowing Web2 users to play without wallet knowledge GitBook 3.2.2

IP applications and products

  • Existing games: Two casual mobile games (Baby Shark Pop) and (Bubble Splash) have been launched, rewarding players with BSU or KAIA tokens x.com

  • Planned products: (Baby Shark Party) open-world metaverse (Q4 2025), sticker NFTs in collaboration with blue-chip IPs like Pudgy Penguins babysharkuniverse.io

Token economics

BSU token basic information

Parameter details Standard BEP-20 (BSC) Maximum supply 850,000,000 BSU Current circulation approximately 100,000,000 (estimated)

Token allocation and unlocking

Distribution categories percentage TGE release unlocking period Ecosystem 35% 6% 48 months linear release Ecosystem reserve 15% 0% 48 months Liquidity/Exchange 8% 8% All liquidity Marketing 4% 4% Immediate release Operations Development 8% 1.76% 11 months locking + 24 months unlocking Team 10% 0% 11 months locking + 24 months unlocking Advisory cooperation 8% 0% 11 months locking + 24 months unlocking Seed round 4% 0% 5 months locking + 12 months unlocking Private placement round 8% 0% 5 months locking + 12 months unlocking

GitBook 4.3

Binance Alpha launch details

Launch timeline

  • Launch date: August 9, 2025 (specific UTC time to be announced)

  • Trading pair: BSU is available for on-chain trading in the Binance Alpha region

  • Airdrop page: Launched simultaneously with trading binance

Airdrop mechanism

  • Entry threshold: Binance Alpha Points (BAP)

  • Distribution method:

    • Phase One: High threshold X point users receive within the protection window

    • Phase Two: Low threshold Y point users on a first-come, first-served basis

  • Claim rules: Each wallet can only claim once, points will be deducted immediately upon claiming and are non-refundable binance FAQ

Comparison with historical Alpha projects

Project first claiming points requirements Airdrop scale First-day return rate Sidekick (K) ≈ 180250K K~$210 Fireverse (FIR) ≈ 1501000 FIR~$165 SatLayer (SLAY) ≈ 200 TBD TBD Baby Shark (BSU) TBD TBD TBD

binance

Technical architecture and cooperation

Dual-chain architecture

  • Polygon PoS: Handles high throughput tokens and DeFi functions, testnet contracts deployed in 2023, mainnet TGE planned for Q4 2025 GitBook 3.2.2

  • Immutable zkEVM: NFT minting/trading and instant game transactions, inheriting Ethereum L1 security GitBook 3.2.3

Strategic cooperation

Partner Cooperation Time Cooperation Content Polygon Q2 2023 Strategic collaboration, smart contract prototype development Burrito Wallet Q3 2023 Wallet integration Immutable zkEVM - Layer-2 solution for NFT and game operations

Financing situation

  • Seed round: Completed on May 13, 2024, with a valuation of $34 million

  • Investment institutions: Animoca Brands, Sui Foundation, Planetarium, Comma3 Ventures, Creditcoin, GM Ventures, etc. cryptorank

Risk and opportunity analysis

Competitive advantage

  • 🎯 Strong IP: Baby Shark YouTube has accumulated 11.3 billion views, with extremely high global recognition babysharkuniverse.io

  • 💰 Capital support: Received investment from well-known institutions such as Animoca Brands cryptorank

  • 🛠 Technical architecture: Dual-chain deployment, accessing mainstream GameFi infrastructure tokenterminal

Major risks

Risk types specific risk impact levels liquidity risk Initial release only on a single exchange, historical price absence high technical risk Low developer contribution, 30-day code submission is 0 medium market risk Web3 game daily active users decreased by 17% year-on-year, financing plummeted by 93% high regulatory risk SEC's new guidelines may classify game tokens as securities

tokenterminal, coindesk

Price prediction (for reference only)

  • Initial circulation: Approximately 100 million, estimated FDV $20-50 million

  • Launch price: $0.20-0.50

  • Short-term (1-3 months): Unlocking pressure decreases to $0.10-0.25

  • Long-term (6-12 months): If the metaverse gains traction, it may rebound to $0.30-0.70 coingabbar

Investment advice framework

Key monitoring indicators

  1. On-chain data: Daily active wallets, NFT minting volume, trading volume

  2. Development activity: GitHub submission frequency, version iterations

  3. Token economics: Circulation ratio, unlocking schedule, market depth

  4. User retention: 7-day/30-day retention rates, payment rates

  5. Regulatory progress: U.S. Clarity Act trajectory, SEC enforcement dynamics

Investment strategy recommendations

  1. Short-term strategy: Participate in airdrop, observe on-chain activity

  2. Risk control: Position control, set stop-loss points

  3. Long-term observation: Consider expanding allocation after verifying user retention and compliance paths

Conclusion

Baby Shark Universe, backed by a super IP and well-known institutions, has brand and capital advantages, but faces challenges such as weak technical delivery metrics, insufficient token liquidity, and an overall elimination period for Web3 games. It is recommended to adopt a "airdrop-observe" strategy and consider deep participation after verifying on-chain activity and compliance paths.