0xSleepinRain
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$BID updates
From a higher timeframe perspective, $BID is performing well, with the bottom consistently rising, so I will be a bit more optimistic. Moreover, there’s no need to consider the overall market conditions; its fluctuations are basically unrelated to the market.
Yesterday, @CreatorBid released the Launchpad v2 participation guide, and I'll summarize it briefly ⬇️ (I initially thought it would be launched in June, but it was dragged to July)
1. How to increase BID LEVEL?
- Stake $BID (50%) — Time-weighted
- Stake Agent tokens (20%) — Calculated by USD value
- Purchase Agent tokens (15%) — Amount bought within seven days
- Social Yap (15%) — Requires staking at least 2500 $BID
The higher the BID LEVEL, the more the quota (as I understand it).
2. Penalty
Simply put, as long as you are a paper hand, you will receive a penalty. Holding the stake or selling after holding for 30 days will not reduce your BID LEVEL. If your level is reduced to level 0, you will need a 7-day cooldown period to restart.
Essentially, I believe the core of CreatorBid aims to make the Agent launch (3,3), where you don’t sell and I don’t sell; even after the Agent rises, you cannot sell — you can only sell after 30 days. However, the direct impact of this design is that it is difficult for users to taste the benefits when initially participating in the ecosystem. If incentives are insufficient, participation stickiness will not be high.
In other words, the penalties are too strict. Here I suggest @philism_ to rethink this model.
3. Launchpad Agent Tokenomics
- Team/Treasury = 30% (locked for 90 days)
- Conviction Vault = 20% (for diamond hands who stake + marketing activities, 100% distributed to the community)
- BID LEVEL rounds = 37.5% (sold at a fixed price weighted by level)
- LP = 12.5% (LP locked)
Previously mentioned that the punishment mechanism for participants in BID Launchpad v2 is too harsh, but it has many rewards for diamond hands. 20% of the tokens will be distributed to diamond hands and users participating in marketing activities.
I find it hard to clearly say whether this matter is good or bad. Frankly, if $BID Launchpad v2 is taking a premium route, I would be more bullish.
So the core here still depends on the good project reserves of CreatorBid after the launch (essentially, it’s about whether they pitch good projects to launch assets on their Launchpad).
The ideal situation is that these Agent projects get listed on Binance Alpha and Binance contracts after issuance (this depends on Binance's support for CreatorBid and the quality of these Agent projects).
From a higher timeframe perspective, $BID is performing well, with the bottom consistently rising, so I will be a bit more optimistic. Moreover, there’s no need to consider the overall market conditions; its fluctuations are basically unrelated to the market.
Yesterday, @CreatorBid released the Launchpad v2 participation guide, and I'll summarize it briefly ⬇️ (I initially thought it would be launched in June, but it was dragged to July)
1. How to increase BID LEVEL?
- Stake $BID (50%) — Time-weighted
- Stake Agent tokens (20%) — Calculated by USD value
- Purchase Agent tokens (15%) — Amount bought within seven days
- Social Yap (15%) — Requires staking at least 2500 $BID
The higher the BID LEVEL, the more the quota (as I understand it).
2. Penalty
Simply put, as long as you are a paper hand, you will receive a penalty. Holding the stake or selling after holding for 30 days will not reduce your BID LEVEL. If your level is reduced to level 0, you will need a 7-day cooldown period to restart.
Essentially, I believe the core of CreatorBid aims to make the Agent launch (3,3), where you don’t sell and I don’t sell; even after the Agent rises, you cannot sell — you can only sell after 30 days. However, the direct impact of this design is that it is difficult for users to taste the benefits when initially participating in the ecosystem. If incentives are insufficient, participation stickiness will not be high.
In other words, the penalties are too strict. Here I suggest @philism_ to rethink this model.
3. Launchpad Agent Tokenomics
- Team/Treasury = 30% (locked for 90 days)
- Conviction Vault = 20% (for diamond hands who stake + marketing activities, 100% distributed to the community)
- BID LEVEL rounds = 37.5% (sold at a fixed price weighted by level)
- LP = 12.5% (LP locked)
Previously mentioned that the punishment mechanism for participants in BID Launchpad v2 is too harsh, but it has many rewards for diamond hands. 20% of the tokens will be distributed to diamond hands and users participating in marketing activities.
I find it hard to clearly say whether this matter is good or bad. Frankly, if $BID Launchpad v2 is taking a premium route, I would be more bullish.
So the core here still depends on the good project reserves of CreatorBid after the launch (essentially, it’s about whether they pitch good projects to launch assets on their Launchpad).
The ideal situation is that these Agent projects get listed on Binance Alpha and Binance contracts after issuance (this depends on Binance's support for CreatorBid and the quality of these Agent projects).
See original
$BID updates
From a higher time frame perspective, $BID is doing well, with the bottom continually rising, so I will be a bit more optimistic. Since it doesn't require considering the overall market situation, its ups and downs are basically unrelated to the market.
Yesterday, @CreatorBid released the Launchpad v2 participation guide, and I'll summarize it briefly ⬇️ (originally thought it would be launched in June, but it was delayed to July)
1. How to increase BID LEVEL?
- Stake $BID (50%) — Time-weighted
- Stake Agent tokens (20%) — Calculated based on USD value
- Purchase Agent tokens (15%) — Amount bought within seven days
- Social Yap (15%) — Requires staking at least 2500 $BID
The higher the BID LEVEL, the more the quota (this is my understanding).
2. Penalties
In simple terms, as long as you are a paper hand, you will receive penalties. Holding and selling after staking or holding for 30 days will not reduce your BID LEVEL. If your level is reduced to level 0, there will be a 7-day cooling period before you can start again.
Essentially, I think the core of CreatorBid is to make the Agent launch (3,3), where neither you nor I sell, and cannot sell after Agent skyrockets — you can only sell after 30 days. But the direct impact of this design is that it is difficult to let users taste the benefits when initially participating in the ecosystem. If the incentives are insufficient, participation stickiness will be low.
In other words, the penalties are too strict. Here, I suggest @philism_ reconsider this model.
3. Launchpad Agent Tokenomics
- Team/Treasury = 30% (locked for 90 days)
- Conviction Vault = 20% (allocated to stakers who are diamond hands + marketing activities, 100% distributed to the community)
- BID LEVEL round = 37.5% (sold at a fixed price weighted by level)
- LP = 12.5% (LP locked)
Previously mentioned that the punishment mechanism for users participating in BID Launchpad v2 is too harsh, but it does offer considerable rewards for diamond hands. 20% of the tokens will be distributed to diamond hands and users participating in marketing activities.
I find it hard to clearly say whether this is good or bad. Frankly speaking, if $BID Launchpad v2 takes a boutique route, I would be more bullish.
So the core here still depends on the quality project reserves after CreatorBid opens (essentially seeing if they have pitched good projects to launch assets on their Launchpad).
The ideal situation is that these Agent projects get listed on Binance Alpha and Binance contracts after issuance (this depends on Binance's support for CreatorBid and the quality of these Agent projects).
From a higher time frame perspective, $BID is doing well, with the bottom continually rising, so I will be a bit more optimistic. Since it doesn't require considering the overall market situation, its ups and downs are basically unrelated to the market.
Yesterday, @CreatorBid released the Launchpad v2 participation guide, and I'll summarize it briefly ⬇️ (originally thought it would be launched in June, but it was delayed to July)
1. How to increase BID LEVEL?
- Stake $BID (50%) — Time-weighted
- Stake Agent tokens (20%) — Calculated based on USD value
- Purchase Agent tokens (15%) — Amount bought within seven days
- Social Yap (15%) — Requires staking at least 2500 $BID
The higher the BID LEVEL, the more the quota (this is my understanding).
2. Penalties
In simple terms, as long as you are a paper hand, you will receive penalties. Holding and selling after staking or holding for 30 days will not reduce your BID LEVEL. If your level is reduced to level 0, there will be a 7-day cooling period before you can start again.
Essentially, I think the core of CreatorBid is to make the Agent launch (3,3), where neither you nor I sell, and cannot sell after Agent skyrockets — you can only sell after 30 days. But the direct impact of this design is that it is difficult to let users taste the benefits when initially participating in the ecosystem. If the incentives are insufficient, participation stickiness will be low.
In other words, the penalties are too strict. Here, I suggest @philism_ reconsider this model.
3. Launchpad Agent Tokenomics
- Team/Treasury = 30% (locked for 90 days)
- Conviction Vault = 20% (allocated to stakers who are diamond hands + marketing activities, 100% distributed to the community)
- BID LEVEL round = 37.5% (sold at a fixed price weighted by level)
- LP = 12.5% (LP locked)
Previously mentioned that the punishment mechanism for users participating in BID Launchpad v2 is too harsh, but it does offer considerable rewards for diamond hands. 20% of the tokens will be distributed to diamond hands and users participating in marketing activities.
I find it hard to clearly say whether this is good or bad. Frankly speaking, if $BID Launchpad v2 takes a boutique route, I would be more bullish.
So the core here still depends on the quality project reserves after CreatorBid opens (essentially seeing if they have pitched good projects to launch assets on their Launchpad).
The ideal situation is that these Agent projects get listed on Binance Alpha and Binance contracts after issuance (this depends on Binance's support for CreatorBid and the quality of these Agent projects).
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Sahara is going live today, quickly connecting to all major exchanges. The current on-chain value is $0.1448, which means the market's valuation before its TGE is $1.45 billion. The initial circulation is about 20%, which is around a market cap of $290 million. Compared to recent projects with TGE, Sahara's valuation and market cap are among the highest—only $NXPC can compare with it.
This also reflects the capabilities of the Sahara team ⬇️
1. Funding and Resources: "Quickly connecting to all major exchanges" proves that this team is strong in terms of both funding and resources. Additionally, they have taken retail investors into consideration by implementing IDO in the TGE issuance rules, allowing retail investors to benefit.
2. Narrative Control: Sahara's IDO this time adopted USD1 fundraising, which effectively rides on the narrative of Trump WLFI stablecoin, further enhancing the market's valuation due to the previous retail investors' preference for USD1 narrative (the subsequent quick connections to major exchanges further increased the market's valuation).
However, since we are discussing Sahara, it's necessary to talk about what this project is actually doing.
Overall, Sahara is a comprehensive decentralized AI platform that supports AI developers in deploying and training AI models. It has a decentralized AI marketplace that supports trading of abstract assets such as computing power, models, and datasets. They have also introduced a Knowledge Agent, aimed at consumers (which allows users to ask the Knowledge Agent questions; it summarizes answers for you after reviewing various materials, understanding and remembering knowledge, and using it to perform certain operations).
However, in my opinion, these are not the main points. The core product of Sahara is actually in data labeling. This is also a sector I have frequently mentioned in previous tweets. The @TensorplexLabs invested by Yzi Labs is also a product in the same space.
Simply put, the concept of data labeling is: AI training requires data, but the data quality varies; there is both high-quality and low-quality data. Data labeling involves filtering the data and classifying and summarizing it based on different types.
The key to this type of work is incentives—if you don’t offer rewards, users have no motivation to do this. Tensorplex's method is to provide incentives to users through registering for the BIttensor subnet. Sahara is more direct this time, with airdrop expectations before the token launch and using $SAHARA for incentives after the token launch.
We can directly envision the future development path of the Sahara ecosystem: Sahara incentivizes users to label data through tokens —> dataset uploads —> B-end clients purchase data through the AI marketplace and use it for AI training. If the project isn’t just a one-off (though I think a $1.5 billion valuation is a bit high), Sahara will also need to attract more people to participate in data labeling by increasing token prices, providing B-end clients with richer dataset options, and earning profits from it (essentially operating as a cash flow income platform). This is basically the play.
This approach is likely the final path for all Crypto AI infrastructure projects—providing services to Web2 AI giants at a lower price through token incentives (Web3 crowdsourcing). Another major category of Crypto AI projects, AI Agents, represents a different Ponzi scheme.
Of course, Sahara is a large platform, and in the future, besides data labeling, there are many product lines that can be developed. This will depend on the team's ideas and execution.
This also reflects the capabilities of the Sahara team ⬇️
1. Funding and Resources: "Quickly connecting to all major exchanges" proves that this team is strong in terms of both funding and resources. Additionally, they have taken retail investors into consideration by implementing IDO in the TGE issuance rules, allowing retail investors to benefit.
2. Narrative Control: Sahara's IDO this time adopted USD1 fundraising, which effectively rides on the narrative of Trump WLFI stablecoin, further enhancing the market's valuation due to the previous retail investors' preference for USD1 narrative (the subsequent quick connections to major exchanges further increased the market's valuation).
However, since we are discussing Sahara, it's necessary to talk about what this project is actually doing.
Overall, Sahara is a comprehensive decentralized AI platform that supports AI developers in deploying and training AI models. It has a decentralized AI marketplace that supports trading of abstract assets such as computing power, models, and datasets. They have also introduced a Knowledge Agent, aimed at consumers (which allows users to ask the Knowledge Agent questions; it summarizes answers for you after reviewing various materials, understanding and remembering knowledge, and using it to perform certain operations).
However, in my opinion, these are not the main points. The core product of Sahara is actually in data labeling. This is also a sector I have frequently mentioned in previous tweets. The @TensorplexLabs invested by Yzi Labs is also a product in the same space.
Simply put, the concept of data labeling is: AI training requires data, but the data quality varies; there is both high-quality and low-quality data. Data labeling involves filtering the data and classifying and summarizing it based on different types.
The key to this type of work is incentives—if you don’t offer rewards, users have no motivation to do this. Tensorplex's method is to provide incentives to users through registering for the BIttensor subnet. Sahara is more direct this time, with airdrop expectations before the token launch and using $SAHARA for incentives after the token launch.
We can directly envision the future development path of the Sahara ecosystem: Sahara incentivizes users to label data through tokens —> dataset uploads —> B-end clients purchase data through the AI marketplace and use it for AI training. If the project isn’t just a one-off (though I think a $1.5 billion valuation is a bit high), Sahara will also need to attract more people to participate in data labeling by increasing token prices, providing B-end clients with richer dataset options, and earning profits from it (essentially operating as a cash flow income platform). This is basically the play.
This approach is likely the final path for all Crypto AI infrastructure projects—providing services to Web2 AI giants at a lower price through token incentives (Web3 crowdsourcing). Another major category of Crypto AI projects, AI Agents, represents a different Ponzi scheme.
Of course, Sahara is a large platform, and in the future, besides data labeling, there are many product lines that can be developed. This will depend on the team's ideas and execution.
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This little figure evokes all my memories of GameFi from 2021😂
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$PEAQ has also collaborated with Kaito, and it is estimated that they will be doing some activities soon. From the perspective of their partnership and fundamentals, it is still relatively bullish.
Whether to buy or sell the token will need to be observed further.
Whether to buy or sell the token will need to be observed further.
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How to obtain Nansen points?
There are mainly three ways:
1. Explore Nansen products based on task prompts
The points here are generally small, with each task only giving 20 points, but the task content is also very simple. Doing too many will feel cumbersome.
2. Subscribe to Nansen's paid products
$1 spent = 10 points, most of my points come from this. You can also invite others to pay, which can also earn points. You are also welcome to use my link to purchase Nansen services: https://t.co/i8OYu1P2SE
3. Staking
Nansen also hopes to promote the growth of its operational nodes through the points program—besides its own smart money and AI Signals products, it also wants to do public chain staking nodes. The core purpose of this points launch is to attract token staking for its nodes in the form of point PUA (which is essentially to expand a new revenue channel). Staking $1,000 will immediately earn you 900 points, staking over $20K will give you a 2x points boost, and staking over $100K will give you a 3x points boost.
For the staking part, I only recommend: staking $HYPE $TRX $SOL.
The fair value of Nansen points should be 10 points = $1. Combined with the dilution of other points activities, the future airdrop value represented by 1 point should be less than $0.1. I predict that the points from staking will account for 75% of the total points, so my airdrop expectation is 1 point = $0.025.
There are mainly three ways:
1. Explore Nansen products based on task prompts
The points here are generally small, with each task only giving 20 points, but the task content is also very simple. Doing too many will feel cumbersome.
2. Subscribe to Nansen's paid products
$1 spent = 10 points, most of my points come from this. You can also invite others to pay, which can also earn points. You are also welcome to use my link to purchase Nansen services: https://t.co/i8OYu1P2SE
3. Staking
Nansen also hopes to promote the growth of its operational nodes through the points program—besides its own smart money and AI Signals products, it also wants to do public chain staking nodes. The core purpose of this points launch is to attract token staking for its nodes in the form of point PUA (which is essentially to expand a new revenue channel). Staking $1,000 will immediately earn you 900 points, staking over $20K will give you a 2x points boost, and staking over $100K will give you a 3x points boost.
For the staking part, I only recommend: staking $HYPE $TRX $SOL.
The fair value of Nansen points should be 10 points = $1. Combined with the dilution of other points activities, the future airdrop value represented by 1 point should be less than $0.1. I predict that the points from staking will account for 75% of the total points, so my airdrop expectation is 1 point = $0.025.
See original
How to obtain Nansen points?
Mainly divided into three ways:
1. Explore Nansen products based on task prompts
The points here are basically small, with a task only giving 20 points, but the task content is also very simple. Doing too many will feel cumbersome.
2. Subscribe to Nansen's paid products
$1 spending = 10 points, most of my points come from this. You can also invite others to pay, which will also earn points. You are also welcome to use my link to purchase Nansen services: https://t.co/i8OYu1P2SE
3. Staking
Nansen also hopes to promote the growth of its operation nodes through the points program - in addition to its own smart money and AI Signals products, it also wants to establish public chain staking nodes. The core purpose of this points launch is to attract token staking for its nodes in the form of points PUA (which is actually expanding a new revenue channel). Staking $1,000 can immediately earn 900 points, staking over $20K can earn a 2x points boost, and staking over $100K can earn a 3x points boost.
For staking, I only recommend: staking $HYPE $TRX $SOL.
The fair value of Nansen points should be 10 points = $1. Combined with the dilution of other points activities, and future Nansen airdrops, the airdrop value represented by 1 point should be less than $0.1. I predict that the points from staking will account for 75% of the total points, so my airdrop expectation is 1 point = $0.025.
Mainly divided into three ways:
1. Explore Nansen products based on task prompts
The points here are basically small, with a task only giving 20 points, but the task content is also very simple. Doing too many will feel cumbersome.
2. Subscribe to Nansen's paid products
$1 spending = 10 points, most of my points come from this. You can also invite others to pay, which will also earn points. You are also welcome to use my link to purchase Nansen services: https://t.co/i8OYu1P2SE
3. Staking
Nansen also hopes to promote the growth of its operation nodes through the points program - in addition to its own smart money and AI Signals products, it also wants to establish public chain staking nodes. The core purpose of this points launch is to attract token staking for its nodes in the form of points PUA (which is actually expanding a new revenue channel). Staking $1,000 can immediately earn 900 points, staking over $20K can earn a 2x points boost, and staking over $100K can earn a 3x points boost.
For staking, I only recommend: staking $HYPE $TRX $SOL.
The fair value of Nansen points should be 10 points = $1. Combined with the dilution of other points activities, and future Nansen airdrops, the airdrop value represented by 1 point should be less than $0.1. I predict that the points from staking will account for 75% of the total points, so my airdrop expectation is 1 point = $0.025.
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Nansen has opened its points system, and it is estimated that the token launch is not far off. I have been using two Nansen accounts, with approximately 39,000 points. I just used ICE benefits to redeem a 90-day Bybit VIP3 benefit. Other rewards are still being explored.
I primarily use Nansen to see the flow of smart money (to see what smart money is buying and what actions they are taking) and AI Signals (to help filter on-chain movements). Data such as on-chain chip distribution has other free alternatives.
Feel free to register for Nansen using my link:
I primarily use Nansen to see the flow of smart money (to see what smart money is buying and what actions they are taking) and AI Signals (to help filter on-chain movements). Data such as on-chain chip distribution has other free alternatives.
Feel free to register for Nansen using my link:
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$BID does not follow the market at all; it is completely controlled by the main players using contracts to manipulate the K-line. After doing N swing trades, this feeling has become increasingly strong.
So if you want to trade $BID, you can directly look at the data from the contracts, which is available on Coinank.
So if you want to trade $BID, you can directly look at the data from the contracts, which is available on Coinank.
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$MAMO SM Starts Bottom Fishing
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With so many perpdex, can users really keep up? Most people should be using two different perpdex to hedge positions and earn points.
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TG Channel synchronized its short position in $BID on 87.
There will be more entry opportunities ahead.
There will be more entry opportunities ahead.
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Why not consider buying some $BID stake to participate in the new issue? It only requires a few hundred U in cost.
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Chain abstraction is too expensive...
The current thought is that I would rather be a bit troubled, putting money on all chains or withdrawing money across chains, and I wouldn't really want to use products related to chain abstraction.
High transaction fees are actually discouraging users.
The current thought is that I would rather be a bit troubled, putting money on all chains or withdrawing money across chains, and I wouldn't really want to use products related to chain abstraction.
High transaction fees are actually discouraging users.
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If we regard $BID Launchpad v2 as a simple positive news, then it should indeed be sell the news. However, if we see $BID as the engine of the future AI ecosystem on BSC, then 63M FDV and 16M MC are indeed undervalued.
There are two expectations: one is to get listed on Binance, and the other is for the Launchpad to continuously create wealth effects to attract people to stake and participate in new offerings.
There are two expectations: one is to get listed on Binance, and the other is for the Launchpad to continuously create wealth effects to attract people to stake and participate in new offerings.
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