Binance's new token offerings (Launchpad/Web3 wallet participation) and Alpha airdrop mechanisms serve as core strategies for its ecosystem expansion and user retention. In the short term, bonuses are unlikely to completely disappear, but factors such as rule adjustments, changes in market environment, and fluctuations in project quality will lead to a continuous evolution in participation thresholds and return models. The following is a comprehensive analysis combining market dynamics and Binance's strategies:
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One, Binance's New Token Offerings: Opportunities Reconstruction Under Rule Iteration
1. Rule Tightening and Return Reversion
Early new token offerings attracted a large number of studios to participate in bulk due to the lack of thresholds, leading to diluted returns (for example, single returns once fell to dozens of dollars). Binance introduced asset holding time requirements (such as wallets needing to hold $100 in assets for 7 days) and trading thresholds in the Alpha zone to filter out speculators, allowing single returns to rebound to over $100. This adjustment is essentially about 'removing the opportunists' and freeing up higher profit space for compliant users.
2. Strategy Upgrades to Address Volatility Risks
Users should combine staking and lending (such as mortgaging BTC to borrow BNB for new token offerings) or long-short hedging (buying BNB in the spot market while opening a contract short position) to mitigate price volatility risks. For example, web page 5 mentions that some users profited over 5% within 24 hours through arbitrage strategies, but they need to deal with slippage and execution speed challenges.
3. Predictions and Recommendations for Future Thresholds
Users speculate that future requirements may include 3-5 monthly trades or holding Alpha tokens, with single trade amounts not less than $100. In practice, Binance may continue to strengthen on-chain behavior verification (such as address activity) or community contribution (such as participation in governance voting) as selection criteria.
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Two, Alpha Airdrops: From 'Spraying Money' to Refined Operations
1. Purpose and Sustainability of Airdrops
The core of Alpha airdrops is to enhance platform activity and cultivate user loyalty. For example, the ZORA airdrop requires users to accumulate over $50 in trading in the Alpha zone, while the GM airdrop is tied to purchasing records in the Alpha zone. As a leading exchange, Binance still needs to attract new users and solidify its existing market through such activities; therefore, airdrops are likely to continue but in more complex forms.
2. Controversies on Allocation Mechanisms and Fairness
Recent issues exposed in airdrops include internal biases (such as overly high team allocation ratios) and opaque rules (such as temporary adjustment ratios). For example, the Redstone airdrop sparked controversy due to the reduction of community allocation ratios, while the KAITO project was reported to have tilted tokens towards influencers, resulting in selling pressure. In the future, Binance may introduce on-chain monitoring tools (such as witch attack recognition) and human verification (Proof-of-Humanity) to enhance fairness.
3. Risks and Opportunities Coexist
Some airdrop projects (such as BalanceWeb3) have been exposed as scams, harvesting users through false promises and lock-up mechanisms. Users should be wary of short-term high-yield traps and prioritize projects with clear roadmaps and transparent token distributions (such as Hyperliquid).
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Three, The Core Logic of Bonus Persistence
1. Binance's Demand for Ecosystem Expansion
Binance binds user assets (such as BNB staking) through new token offerings and airdrops, increases TVL (BNB Chain TVL is expected to grow by 62% to $5.7 billion in 2024), and drives the Alpha zone to become a testing ground for innovative projects. As long as there is a demand for ecosystem expansion, the bonuses will not disappear.
2. Market Cycles and Changes in User Behavior
Currently, the crypto market is in a valuation reconstruction phase (VC coins' FDV shrinking, Meme coins' market value halved), and users are more inclined towards low-risk arbitrage (such as dual currency investment hedging). Binance needs to maintain liquidity through high-frequency listings (such as the 'four coins released simultaneously' strategy) and airdrops, creating continuous opportunities for new token offerings and airdrops.
3. The Necessity of Dynamic Rule Adjustments
- Binance needs to balance decentralized governance and commercial interests. For instance, the voting mechanism for listing tokens empowers the community while also raising concerns about vote manipulation and rigging. Future rules may place more emphasis on long-term contributions (such as weighting based on holding time) rather than short-term trading volume.
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Four, User Response Strategy Recommendations
1. New Token Offerings: Professionalization and Risk Control First
- Prioritize using hedging tools (such as contract short positions) to lock in BNB price risks.
- Focus on staking derivatives (such as ETH staking + ALT airdrops) to achieve yield stacking.
2. Airdrops: Focus on High-Quality Projects
- Filter retrospective airdrops (rewarding historical behavior) and participatory airdrops (requiring task completion) to avoid 'claiming for the sake of claiming'.
- Be wary of flaws in the lock-up mechanism and token economic models (such as high inflation or lack of real use cases).
3. Long-Term Layout: Ecosystem Participation
- Participate in community governance voting (such as Binance Vote to List) to accumulate on-chain reputation.
- Utilize zero-threshold programs like Learn & Earn to bind platform rights.
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Conclusion: Transformation of Bonuses, Not Disappearance
The bonuses from Binance's new token offerings and Alpha airdrops are shifting from a rough money-spraying approach to refined operations, with changes in rules essentially filtering high-quality users and enhancing ecosystem health. For ordinary investors, it is necessary to adapt to the shift from 'mindless profit-taking' to 'strategic participation' by leveraging data monitoring (such as TVL, on-chain activity), risk hedging, and long-term ecosystem binding to seize opportunities. In the short term, bonuses still exist, but the differentiation in returns will intensify — only users who deeply engage and flexibly respond to rules can continue to profit.
