The expected impact of the Alpha district on BNB and the entire crypto world
1 Industry reshaping
Reform of Alpha district rules: Project parties need to share profits with retail investors, attracting users to Binance for wealth effects.
Retail-first strategy: Airdrop distribution shifts from 'large holders' to 'user activity', enhancing retail participation.
2 Zhao Changpeng's determination of narrative power in the crypto world
Use liquidity as a weapon to gradually grasp the narrative power of the crypto market and ultimately establish a 'crypto Federal Reserve'.
Current progress and results achieved from subsequent strategies
1 Encourage Alpha users to conduct high-frequency trading in designated Alpha areas through airdrop incentive programs
2 Daily average transactions on the BNB chain can also earn double the trading amount as rewards
3 Free GAS subsidies on the BNB chain
Three major trump cards: BNB chain liquidity has reached an average of $5 billion daily, and it is known that over 80,000 retail investors have participated in Alpha district trading.
Future plans
Plan One: Blood replacement of BNB chips
Weaken the advantages of large holders in BNB airdrops by adding BNB point incentives to the Alpha airdrop plan through specified rules.
Convert Alpha users into 'Alpha retail BNB holders based on holding duration + trading activity'.
This mechanism forces early large holders to exit, providing liquidity and attracting retail investors to hold long-term.
Potential target: Only after large holders exit can the scattered chips raise the price of BNB to $1000-2000.
Plan Two: Reduce large holders' Launchpool returns
Currently known BNB new issuance (APR dropped from 30% to nearly 0%)
Encourage large holders to transition to the BNB chain DeFi ecosystem (such as staking and liquidity mining).
Plan Three: Development of the BNB chain ecosystem
Follow the ETH path to promote the development of 'BNB-Fi' and enhance on-chain utilization of BNB through project collaborations (such as the Fourmeme V2 LP destruction mechanism).
Potential challenges and opportunities
Opportunity: Fragmented chips and retail-friendly mechanisms may enhance community consensus and promote BNB as the core asset on the Web3 chain.
Enhance the DeFi ecosystem to lock more BNB, reduce circulation, and continuously raise the price of BNB.
Challenge: The selling pressure from large holders needs to be balanced through ecological construction. Additionally, after liquidity improves, new BNB chain stories must continually be created to compete with ETH and SOL.