Recently, there has been much discussion about Binance Wallet IDO and Alpha, with various opinions and mixed reviews.

It is undeniable that a series of actions by Binance Wallet has indeed brought vitality and heat to the recently sluggish crypto market.

As the crypto market gradually escapes the bubble narrative and returns to value construction, what value reflections does the rise of Binance Wallet bring us?



Market Background and TGE Model Evolution

Currently, the Web3 market is in an adjustment period of liquidity contraction and insufficient investor confidence.

The TGE model has evolved from early low-valuation issuances to mid-stage high-valuation arbitrage, and now to the current low-valuation initiation phase.

This evolution reflects the market's increasing focus on project fundamentals and sustainability.



Traffic Effects and Challenges of Binance Wallet IDO

The Binance Wallet IDO model attracts a large number of startup projects and community attention due to its low threshold and high popularity.

Data shows that the average number of participants is 80,965, with fundraising between 60,000 and 443,000 BNB, and oversubscription rates ranging from 6,900% to 36,500%.

This model also exposes changes in the new coin market structure, valuation system, and project logic, requiring projects to find a balance between traffic effects and long-term operation.



Token Economic Design and Market Performance

Analysis shows that the token release ratio for Binance Wallet IDO projects is generally low, with the circulating ratio during the first issuance phase usually between 20% and 30%, and fully diluted valuations between 10 million and 30 million USD.

This design aims to ensure that initial market liquidity is not overly diluted, but it also raises higher demands for the project's subsequent development.



Trading Platform Launch Status

Although Binance Wallet IDO provides projects with an opportunity to enter the Binance ecosystem, it does not equate to a direct listing on the Binance spot market.

Only about 40% of projects successfully listed on the Binance spot market, while approximately 90% of projects landed on the Binance Futures market.

Projects entering the mainstream market through Binance Wallet IDO's trial operation phase still need to gain broader market recognition through subsequent data performance and user feedback.



Price Trends and Operating Strategies

Most Binance Wallet IDO projects performed excellently on their first day of listing, with impressive returns on investment (ROI).

Mid to long-term performance relies more on sustained operational capabilities, market management strategies, and clear long-term development plans.

Project parties need to plan the control rhythm of the secondary market and investor relationship management in advance to achieve a steady release of long-term value.



Conclusion

The Binance Wallet IDO model provides projects with a low-cost window to validate product vision and test market mechanisms under the current market environment.

It is suitable for teams with clear stories, defined rhythms, and a willingness for long-term construction.

At the same time, project parties also need to realize that short-term traffic effects cannot replace long-term operational capabilities and market management strategies.

In the context of the market returning to its value origins, the project's sustainable development capability will become a key factor in determining whether it can go far.