华尔街之兔
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Let me talk about my current understanding and views on alpha
This activity has been around for almost 5 months, but it’s becoming increasingly difficult… Let me share my thoughts and ideas about the current alpha, and you can discuss it together.
1. The underlying logic of the Alpha ecosystem
1. Project owners’ revenue reconstruction and cost pressure
Although Binance Alpha’s transaction fee revenue has only accumulated over $500,000 since its launch, the project’s core revenue has shifted from short-term transaction fees to long-term value capture:
◦ Traffic premium: Through exposure on the Alpha platform, project tokens can gain traffic from Binance CEX. For example, the Puffer project invested nearly $3 million to launch on Alpha, but was still eligible for listing on the Binance main site.
1. The underlying logic of the Alpha ecosystem
1. Project owners’ revenue reconstruction and cost pressure
Although Binance Alpha’s transaction fee revenue has only accumulated over $500,000 since its launch, the project’s core revenue has shifted from short-term transaction fees to long-term value capture:
◦ Traffic premium: Through exposure on the Alpha platform, project tokens can gain traffic from Binance CEX. For example, the Puffer project invested nearly $3 million to launch on Alpha, but was still eligible for listing on the Binance main site.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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