Ice_Frog666666

《Port3 Airdrop Fraud, Token Mystery, Binance Alpha Screening Mechanism is a Farce?》

Port3 - a project with fraudulent financing data, broken airdrop promises, and a murky token flow, can it really appear on Binance Alpha with such audacity?

Is this truly Binance's "strict selection of quality projects", or another stage of interest exchange where "whoever can pay the protection fee gets on the list"?

Let's first review what Port3 has done:

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1. Financing Amount Fraud: Is it tens of millions of dollars or just a few million?

Port3 claimed early on to have "completed financing of tens of millions of dollars", which was a key point in their external promotion. Strangely, recent third-party databases show their actual financing amount to be only a few million dollars (see the comparison in the image below).

Theoretically, the financing data from third-party platforms should also come from the project party. So the question arises:

Either they exaggerated from the beginning, or there were withdrawals during the financing process, and they never actively disclosed this change.

Whichever it is, it means the project party intentionally "packaged" or even "deceived" the market. More ironically, did Binance Alpha really have no awareness of this basic information issue?

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2. Four Months of Airdrop "System Upgrade"? Or Token Substitution?

Port3's airdrop has almost no integrity, severely backstabbing the community. From the initial promise of "all airdrops released in the first quarter, users can claim immediately", to users later discovering they couldn't claim at all, to the "second quarter airdrop distribution in December" being postponed to January, and finally just throwing out a "system upgrade" to gloss over everything (see the timeline in the image below).

Image 1: Team members claimed it could be claimed by the end of 2024

Image 2: In January 2025, users discovered they couldn't claim

Image 3: In February 2025, announced system upgrade

Since January 15, 2025, the first-quarter airdrop claiming has completely stagnated, dragging on for over four months without announcements, explanations, compensations, or even the most basic respect.

Is it your system upgrade, or are you secretly transferring tokens? This is evidenced by the contract address from which the airdrop was to be claimed.

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3. 70 Million Airdrop Promise Only Half Received? Where Did the Rest Go?

Port3 once promised a total airdrop amount of 3.5% of the total supply, which is 70 million tokens. However, to date, only half, 35 million tokens, have entered the airdrop contract address.

So, where did the other half go?

The contract address is as follows: https://t.co/bVMCoKzFhL

Is it reserved for the team and insiders’ hidden profits?

Or is it used for "settling relationships"?

If this is a genuine "community incentive airdrop", why does the amount in the airdrop contract not match?

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4. You stare into the abyss, and the abyss stares back at you - what is the trust bottom line of Binance Alpha?

A series of actions by Port3 is not just a simple incident of backlash; it feels more like a naked probe:

How much wrongdoing can the community tolerate? In this context, there are only two possibilities:

1. The project and Binance wallet engage in interest exchange and collude to harvest?

2. The project acts maliciously while Binance does not investigate at all?

Whichever it is, it is chilling. More seriously: if even a project like Port3 can easily make the list, has Binance Alpha's screening mechanism completely devolved into a performance?

In today's rapid expansion of Alpha and intensifying competition within the points system, users are not just being guided to participate in distribution, but are also voting for the platform's "credibility".

We call for Binance to immediately review and explain the issues of Port3's fraudulent financing, airdrop fraud, and unclear token whereabouts.

No one will refuse Binance Alpha providing benefits to everyone, but that does not mean the community should be backstabbed, deceived, and have their trust trampled repeatedly.

Listing can have no threshold, but the platform cannot have no bottom line!

《Why Does Ice Frog Want to Advertise?》

Not everyone likes watching ads, but I quite enjoy them, especially large-scale advertisements.

I can often glean a lot from these ads, the most obvious being the project's operational rhythm, which KOLs they have chosen for promotion, what the budget looks like, and the content of the promotion can indicate recent activities or the importance and status of a certain product within the project. The most valuable insight might be the clues to infer or identify the TGE timing.

I believe that the TGE timing is the most important factor in all investment research elements. Why? I keep emphasizing the value of investment research. I was the first to mention calculating airdrop odds in the circle. All my yield farming investments are based on odds calculations; as long as the odds are high enough, I will invest. If the odds are low, even if it is hyped to the sky, I won't engage. I never rush in just because of a large funding round or a good fundamental situation, nor do I abandon research simply because the fundamentals are average.

So how do you calculate the odds? Cake size ÷ number of people sharing the cake ÷ cost incurred = odds. Project narrative, track, funding—these fundamentals only affect the market cap ceiling, which means they only influence the size of the cake. The number of people sharing the cake requires backtracking on-chain and off-chain data, and the odds calculated based on costs are just a volatile range value, which likely decreases over time. If the time span is too long, the odds may drop below 1, meaning one could face losses from reverse farming. Classic examples include Linea, ZKSync, and Staknet; all of them experienced this issue because the time dragged on without an increase in the total cake, while the number of people sharing it continued to rise.

So why do I like watching ads? Because ads are often one of the signals for TGE nodes. The TGE timing is the most important; once the time is determined, the odds can essentially be confirmed. That's why I really like the opportunities before the TGE; the odds can be well established, and I can estimate a rough snapshot time based on the activity cycle. With odds, you can dive right in and achieve real short and swift results.

Ads are also a part of my information model. My advertising fees are relatively high; there are really not many KOLs more expensive than me. However, I have never changed my price; the price for 40k followers is the same as for 130k followers now because I don’t focus on volume, only screening projects. I believe that only high thresholds can achieve the goal of filtering projects, so the ones I can negotiate with are typically those with solid fundamentals and ample budgets.

As for advertising, I explain narratives, technology, and industry tracks in a straightforward manner. This is part of the fundamentals, which affect the market cap ceiling, and this is one of the elements of investment research, which I believe is also very important, but it is definitely not yield farming investment advice! I also usually state at the end of my articles that real yield farming investment opportunities need to combine fundamental research with on-chain and off-chain data, TGE timing, and odds calculations for a comprehensive judgment.

I don’t like people engaged in pyramid schemes participating in yield farming investments; this is similar to my disinclination to tout a certain cryptocurrency. Such investment advice carries significant risks, and I am unwilling to partake in it. Even if some yield farming doesn’t require investment funds and is just zero-sum, it still requires time and effort. I believe that time and effort are scarce resources in this circle, so I am also reluctant to “sell risks” in this manner.

Lastly, I need to obtain the information I want from the project parties. I require some non-public information to enhance my judgment about the project. It’s like playing Texas Hold'em; I secretly get to see one or several more hole cards. This not only optimizes my judgment of opportunity odds but also gives me the confidence to take positions. I often embed the information I obtain in the advertising content I write. This kind of non-disclosable information can only be conveyed in this way, leaving it for those who are truly interested.

《Why Does Ice Frog Advertise?》

Nobody likes to see ads, but I quite enjoy watching them, especially large-scale ads. I can learn a lot from these advertisements, one obvious thing is to see the operational rhythm of the project team, which KOLs they have chosen for promotion, what the budget is, and the content of the promotion can also reveal recent activities or the importance and status of a certain product within the project. The most valuable aspect may be that it can provide clues to speculate or find out the TGE timing.

I believe that the TGE timing is the most important factor among all investment research elements. Why? I have been emphasizing the value of investment research continuously. I was the first to mention calculating airdrop odds in the circle. All my yield farming investments are based on odds calculations. As long as the odds are high enough, I will proceed; if the odds are low, even if they are hyped up, I won’t participate. I never rashly get involved just because the funding is large or the fundamentals are good, nor do I give up research because the fundamentals are average.

So how are the odds calculated? Cake size ÷ number of people sharing the cake ÷ costs incurred = odds. Project narrative, track, and financing will only affect the market value ceiling, meaning they will only affect the cake size. The number of people sharing the cake requires a retrospective analysis of on-chain and off-chain data, and the odds calculated based on costs are merely an unstable range value, which is likely to decrease over time. If the time period is too long, the odds may fall below the value of 1, meaning you risk being liquidated and losing money. Classic examples include Linea, ZkSync, and Staknet, all of which suffered from delays; under the condition that the total cake hasn’t increased, the number of people sharing the cake continues to rise.

So why do I like to watch ads? Because ads are often one of the signals for TGE nodes. The TGE timing is the most crucial; once the timing is determined, the odds can generally be established. Therefore, I really like the opportunities before TGE, where the odds can be clearly defined, and I can estimate the approximate snapshot timing based on the activity cycle. With odds available, I go for it directly, achieving real short and quick returns.

Ads are also part of my information model. My advertising costs are relatively high; there are really not many KOLs who charge more than I do, but I have never changed my price. The price for 40k followers is the same as the price for 130k followers now because I don’t pursue volume, only screening projects. I believe that only high thresholds can achieve the purpose of filtering projects, so in the end, the deals that can be made are essentially projects with relatively high-quality fundamentals and sufficient budgets.

Then for ads, I explain the narrative, technology, and industry track in a way that is easy to understand. This falls under the fundamentals, which influence the market value ceiling, and I consider this an important element of investment research, but it is definitely not a yield farming investment recommendation! I also usually state at the end that real yield farming investment opportunities, besides fundamental research, require a comprehensive judgment that combines on-chain and off-chain data, TGE timing, and odds calculations.

I don’t like pyramid schemes participating in yield farming investments. This is similar to my dislike for shouting out a certain cryptocurrency; such investment advice carries significant risks, and I am unwilling to do this. Even if some yield farming doesn’t require investment funds, only 0 investment, it still requires time and effort. I believe that time and energy are scarce resources in this circle, so I also do not wish to “sell risks” in this way.

Lastly, I need to get the information I want from the project team. I need some non-public information to enhance my judgment about the project, equivalent to me playing Texas Hold'em and secretly looking at one or two more hole cards. This not only optimizes my judgment on opportunity odds but also gives me the confidence to position myself. The information I obtain is often hidden within the content of the ads I write. Such non-disclosable information can only be conveyed this way, left for those who are truly interested.

《Binance Alpha: Bait, Power, and the Ambitions of an Empire》

Some say Binance Alpha aims to take down the ‘Luo Mao Party’?

Others say it is Binance's transformation of its own Launchpool gameplay?

If you take a step back and look at the whole picture from Binance to the industry, you will find that this seemingly simple user growth game has become a key move for Binance to transition from a CEX giant to an on-chain empire.

In this article, I attempt to systematically clarify the essence, game dynamics, winners, and eventual outcomes behind this game.

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1. The Essence of Alpha Points: A Controllable, Coordinated Planned Economy

On the surface, Binance Alpha points seem to be a user incentive system of "trading for points, points for airdrops," but if you look at it from a broader perspective, you will realize that it is not about rewarding users, but about reconstructing the distribution logic of power, resources, and liquidity. Binance has accomplished three things through the points system:

1) Precisely guiding user liquidity. Users' funds, attention, and trading behaviors are systematically directed towards platform-designated projects, with projects competing for traffic and TVL, leading to jokes like: "Luo Mao talents are what make Binance a major market maker."

2) Allowing project parties to “pay tribute” for tickets. Airdrops are no longer welfare for “broadly distributing users,” but a threshold for “project parties to pay protection fees.” Want liquidity, exposure, and cashing out? You must first fork over enough airdrop quotas to feed the points factory.

3) Creating users' anxiety over points and binding behavioral paths. The 15-day cycle + points consumption mechanism means that if you participate today, you are overdrawing your participation capacity for the next 15 days. Every participation is a choice regarding “future opportunities.”

Ultimately, project parties exchange airdrops for liquidity and cash-out channels; users gain airdrop distribution rights through trading and capital accumulation, while Binance firmly controls the initiative in resource allocation.

All of this is merely a planned economic arrangement on the liquidity supply side.

Why is it like this? Because as CEX's discourse power is squeezed by on-chain developments, Binance must consider how to extend its power to DEX and establish control over DEX. The points system is a strategic attempt.

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2. The Choice for Project Parties and Users: Whether to compete is not the question; the question is whether to comply or not.

The greatest ingenuity of the Alpha points mechanism design lies not in how it distributes points, but in how it compels every participant entering the game, whether project parties or users, to “voluntarily” engage in competition.

For project parties, points serve as a compliance test; I set the rules, you can choose not to participate, but if you do, then: you must accept Binance's points gameplay; you must determine the airdrop logic according to Binance's points consumption logic.

For users, the points consumption system constitutes a highly oppressive dynamic game: if you chase airdrops today, you are prepaying for future opportunities. Every decision you make is a bet on future resource allocation rights. Over time, this game will only leave two types of people:

1) The competitive top players, whose points soar to the sky, can participate in any airdrop, mainly consisting of specialized studios that can consistently benefit somewhat, but cannot change the long-term reality of diminishing returns.

2) The expendable cannon fodder, who cannot accumulate enough, miss out on projects, and exit the game; this group mainly consists of retail investors.

In this arrangement, project parties are the farming landowners, meticulously planting but must hand over their harvest; users are the repeatedly driven tenants, doing the hardest work to scramble for the increasingly scarce remaining quotas.

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3. Binance's Ultimate Intent: A Necessary DEX Expedition, A Convenient Cleanup

Through Alpha, the boundary between CEX and DEX under Binance will gradually blur. Importantly, users who score points on which platform, and on which platform projects queue up, determine the direction of incentives and traffic entry; whoever can do this holds the discourse power in the industry.

Points are bait, power is the truth; Binance's true goal has never been a petty strategy of taking down the ‘Luo Mao Party,’ but rather to ensure that project parties, users, liquidity, and attention all operate under the rules of “on-chain but not decentralized.”

Rules must go on-chain, but power cannot.

Fundamentally, Binance aims to move towards decentralization, but first must bring decentralization under its control, especially before it grows to the point of threatening Binance. Obedient decentralization is the only acceptable form of decentralization.

This is both Binance's logic of conquest and the deeper path of power expansion.

Moreover, our opposition has never been against a specific system, but against the power holder behind that system, who pretends to uphold a just order while quietly subsuming everything into its vassalage.

In such a power game, is it about taking down the ‘Luo Mao Party’?

That is merely the market noise that gets conveniently cleaned up during the empire's expansion.

If you see clearly through this game, it does not necessarily mean we must exit this game. In the hellscape of points, the empire never rejects loyalists but will certainly reap the hesitant.

No breaking, no standing; on the road of the empire's expedition, I, Ice Frog, will definitely support the competition to the fullest.

This cycle is one of accelerating competition, and it will certainly lead to the collapse of the Alpha mechanism, allowing the myth of power control to ultimately perish under the logic it mistakenly believes it can control.

《Popular Interpretation of LazAI: The 'Data Revolution' Offered by V God, Your Data Can Turn into Money》

Just after Mother's Day, it seems the Metis project team intends to present this as a gift to V God’s mother. Recently, everyone has been discussing what LazAI actually is, so let me explain it in the simplest terms.

1. Why Do LazAI?

Discussions about AI and projects have noticeably increased recently, and various project teams are racking their brains to find ways to integrate with Web3.

New projects have emerged from the perspectives of data, models, and public blockchain infrastructure. From the perspective of data, it is actually the most obvious pain point and also the most difficult, because from the user’s perception, most of the time when you use AI, you may not even notice that a part of the data you’re using is becoming part of the optimization of a large model, but you don’t receive any share of the value.

As models get stronger, there’s your contribution, but no profit share for you. The better AI gets, the more you are exploited by the AI model and the giant companies behind it, but all of this happens invisibly.

What LazAI wants to solve is this issue, making you aware of it and using technical means to strive for value for you.

In the era of AI, everyone should be a small data center, not just a cold sample; your data, you have the say. This is what LazAI aims to achieve.

In fact, to sum it up in one sentence: LazAI attempts to fundamentally break down who truly owns AI? What gives you the right to participate, and what can you gain? This has never been done in the past because traditional AI systems lack the supporting mechanism. Web3 is precisely that mechanism.

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2. The Core Logic of LazAI's Design: Three Underlying Designs Forming a Closed Loop

1) DAT: Data Anchoring Token

Transform the data you upload into “on-chain assets”, anchoring a unique source, defining usage rights, and allowing ownership to be divided.

Every time your uploaded data/information is accessed, there is a record and profit sharing.

Not an NFT, but a “semi-homogeneous token” with usage records, profit rights, and access control.

To summarize: The data, models, and behaviors you contribute can be monetized, and you can also control authorization.

2) iDAO: Individualized DAO, Aligning Data

Everyone is their own data sovereignty center.

You can decide who uses your data, how it’s used, and how much to pay you after usage.

You are a participant in AI; if the quality of your data contribution is high, you can earn rewards.

The so-called iDAO means, in simple terms, in the AI era, your personal AI sovereignty account, where the data is your asset.

3) Verifiable Computing + TEE: Making Models No Longer a Black Box

Training and inference processes are executed off-chain to avoid high costs;

Results must leave a trace on-chain, verifiable, and challengeable;

The entire process relies on zk, TEE, and OP to achieve the core verification path.

In simple terms: It’s like telling AI to do something; you can check whether it acted correctly and executed your requirements. If it outputs incorrectly, it will trigger a penalty mechanism.

The closed-loop logic lies in the entire design process of contribution—pricing—profit sharing—verification, making rights confirmation and monetization smoother, creating a DeFi-like AI asset system.

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3. Metis x LazAI: What Do They Want to Do? And What Can They Do?

In the DeFi world, we use metrics like TVL, APR, etc., to measure whether a protocol is alive. In AI, the metric may not be how many financial assets you have, but rather whose assets they are, whether they can be priced, traded, incentivized, and how trustworthy they are.

Thus, from this logic, LazAI actually defines the asset logic of the entire AI world using DeFi-like thinking.

Your data TVL (locked AI data assets)

Your interaction behavior APR (output generated by AI inference)

The active AI DAU interacting with humans.

In simple terms: behavior-value-incentive triple path design.

Additionally, LazAI's first proxy framework, Alith, has already gone live. Thus, the entire framework of Metis is relatively complete.

Metis: As the token layer, incentive and profit sharing channel; LazAI: records behavior, verifies data, runs governance; Alith: helps you quickly generate AI proxies.

Simply put, it allows AI in Web3 to be usable, verifiable, and share profits. Ultimately, it’s not just a breakthrough at a single point, but a seizure of pricing power at the entire infrastructure level.

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4. Conclusion

Analyzing this, the logic of LazAI becomes clear. Ultimately, it aims to break the inherent distribution model of the Web2 era where “users provide content, and platforms reap the benefits,” evolving into “users own content and also own the profits.”

The project has proposed many new concepts, technologies, and frameworks, all serving the goal. Thus, LazAI is not just another AI project, not a tool, nor an auxiliary service of some large model; it is building a brand new foundational protocol on the eve of the AI explosion.

Let your data no longer be silent and exploited, let your contributions be clear, and let the value of AI return to every participant.

Additionally, LazAI seems to be planning to issue its own tokens, just for reference!

Note: This article only provides narrative and basic explanations of the project. Whether to participate in airdrop activities needs to be assessed in combination with on-chain and off-chain data, TGE timing, token economics, odds, and other factors. Please conduct your own research, DYOR!

——Love Binance, go mine Alpha; hate Binance, go mine Alpha!

Continue to ramp up efforts to mine Alpha, accelerating this cycle together with Binance, no pain, no gain! Let's finish this together!

If everything goes as expected, with Binance's current determination, Binance Alpha will unify the market within six months, controlling the distribution rights of most VC token airdrops.

At that time, the Binance wallet will directly become the hub for airdrop distribution channels for various project parties. Perhaps in six months, the Binance wallet will become the main channel for participating in airdrop interactions; the tx of Binance Wallet will truly be tx?

Looking back at my judgment from a year ago, I can only say that I, Ice Frog, am still too young and too simple!

Let's give Eclipse a simple score:

Svm concept +2 points.
Funding 65M +5 points.
Has Polychain +2 points.
Has Hack vc +1 point.
Has OKx ventures -2 points.
ETH L2 track -1 point.
Indian project -2 points.
CTO is from Zksync -2 points.
Plagiarized peer Solayer white paper -2 points.
Technical security has "five none" attributes -2 points.
ASC NFT has dropped significantly -1 point.
Batch releasing NFTs -2 points.
Cattle farming is too manipulative -2 points.
Foundation established for four months and still hasn't issued tokens -1 point.
Clear evidence of witch hunting -1 point.
Two externally invested projects have collapsed -2 points.
Promoting ecological scam projects -3 points.
Sexual assault -15 points.
Bribing Polychain -5 points.
Calling community retail investors parasites -10 points.

Total score: -43 points

Any other comments? If not, who will pull down the preparatory rights protection group?

《Deserved Movement, the Binance Worth Applauding》

If I were to say that in this cycle, the project I have fought for the longest and offended the most people is none other than Movement.

From the release of the first battle manifesto in March to Binance banning its market maker accounts; from two consecutive in-depth exposes to Coindesk throwing out more solid evidence, and then to Coinbase announcing delisting, Binance suspending the second round of airdrops and labeling it with an 'observation tag'.

——This journey of defending rights has lasted nearly 2 months, and the process has indeed been a bit arduous, yet it is still not over.

At first, I was hopeful that the project party would stand up and provide an explanation, but what I received were repeated delays and rounds of deceit. They chose silence, chose to shirk responsibility, chose to turn a blind eye, and even tried to let everything 'calm down automatically' with time.

But they forgot, this is not their first lie, nor is it the community's first trust. Today’s Web3 allows project parties to commit wrongdoing, which is destroying the foundation of the industry, and more and more people are awakening to this.

In the face of such an openly untrustworthy project party, anger and criticism can no longer form constraints; only when the trading platform is willing to listen to the community and willing to take action can the problems be truly resolved.

So I passed the pressure to Binance, not to coerce them, but because I believe: Binance carries higher industry expectations than just being a trading platform. If even Binance chooses to stand by, then this industry will have no rules or bottom line.

And today, I must say to Binance — thank you for listening.

Binance's suspension of the airdrop and labeling it with an observation tag is a clear and powerful signal: no longer providing a safety net for the project party's betrayal, nor pretending to be blind to the community’s voice. Such a Binance deserves respect; such a Binance is the one we once trusted and still wish to believe in.

I have always believed that Binance is not just an exchange, but also a beacon of confidence in the industry. In this market where trust frequently collapses, if there are still people willing to take a step further for justice, then this industry still has hope.

Now I only hope that Movement can truly face the community, investors, and exchanges, and fulfill all the promises made in the past. Otherwise, the tower of trust that Movement has built over the years will surely collapse completely, and Movement will not die from the clamor of defending rights, but from itself: greed, deception, trampling on trust, and contempt for rules.

Finally, I want to say that for actions that lack humanity, I will definitely strike back, but when things are done right, I will also support and uphold it. This time, I am willing to wholeheartedly applaud Binance, just like I often say:

Binance was once that dragon-slaying youth, and I still wish to believe that it has not forgotten its original intention.

I hope even more that this is not an isolated case, but a beginning. A true beginning of listening to the community and responding to trust.

Binance pauses the second round of Movement airdrop! This time, we must give Binance a thumbs up!

In the context of the ongoing turmoil surrounding Movement, the project's team remaining silent for a long time, and the core controversies not being addressed directly, Binance has finally pressed the pause button.

Respecting user sentiment, not being a fig leaf for garbage project teams, and standing by the community, is the Binance we know and are willing to trust!

Airdrops have been repeatedly postponed, community issues are being ignored, core controversies are being avoided, and the only thing maintaining a stable launch rhythm is actually the second season of Binance Launchpool.

Does this mean that Movement is already in a semi-paralyzed state of 'only basic operations'?

There are likely only a few operation personnel left within the project who are executing established collaborations, maintaining a facade of activity.

Having come to this point, Movement has no enemies.

Its collapse is not caused by the market, nor is it forced by the community,

but rather the project team has step by step sent itself into the abyss, which can be considered a relatively rare form of 'self-liquidation.'

《Jager: Why is it called the trinity of DeFi + Meme + Airdrop wheel game? How to maximize returns?》

Recently, the Jager project has attracted a lot of attention. At first glance, it seems like a regular Meme project, doing airdrops, encouraging referrals, and rewarding LPs.

However, after reading its official documentation in depth, you will find that it actually builds a sophisticated game system through the trinity mechanism of 'Airdrop + Lockup + Tax Distribution', which is far from as simple as it appears.

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1. Highlights of Jager’s Triple Mechanism

1. Airdrop Game Mechanism: Time for rewards, guiding voluntary lockup

1) Airdrop targets: Selecting wallet addresses with active histories on BNB, SOL, and ETH, accurately incentivizing 'old money' to participate on-chain.

2) Claiming design:

For every 5% of airdrops claimed, the subsequent claiming amount decreases by 20%, creating a clear 'early bird effect'.

Claim immediately: You can only get 65% of the airdrop, with the remaining 35% allocated to those who wait 3 days (40%) + LP reward pool (60%).

Wait 3 days to claim: You can receive 100% of the airdrop and also share in the aforementioned transfer reward pool.

Essentially, this is an 'opportunity cost game': it turns those eager to cash out into 'nurturers' willing to wait, creating voluntary lockup through an involutionary design and enhancing early consensus.

2. Unclaimed airdrops invested into the LP reward pool: releasing the second phase of the game

1) If the airdrop is not claimed within 7 days, 100% will be locked into the LP reward pool, rewarding LP providers.

2) LP lockup period: 14 days, rewards released linearly, with extremely high APY.

A typical 'dual pool flywheel mechanism': forcing incentives for actors, punishing bystanders, guiding users from merely harvesting rewards to participating in the game, establishing a moat of trading depth and liquidity.

3. Tax distribution + lockup rewards: building the DeFi flywheel

1) The transaction tax rate for the first 14 days is 10% (then reduced to 5%), of which:

2) 50% is used for dividends: open only to long-term holders with ≥ 146 billion $JAGER, available every 10 minutes.

3) 50% injected into the LP reward pool, further strengthening the lockup game.

Combining airdrop games, LP incentives, and tax distributions, a complete 'staking equals dividends' closed loop is formed:

Liquidity providers — tax pool grows — dividends attract long-term holding — long-term holding enhances stability — attracts new users to enter — flywheel accelerates.

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2. Analysis of the underlying logic of the project mechanism

Jager is essentially a 'structural DeFi game'; its essence is not Meme, nor Fair Launch, but:

1) Creating a game environment similar to the 'prisoner's dilemma' through the time difference in claiming + reward transfer, causing users to self-suppress and delay claims, thus automatically completing the lockup behavior.

2) A forced decrement mechanism + reward redistribution, creating early scarcity and enhancing the value density of chips.

3) Long-term holding dividends vs. short-term transaction taxes, constructing an interest structure of 'holders vs. speculators', strengthening community cohesion.

4) Invitation commission mechanism (9% direct referral + 3% indirect referral), stimulating viral spread, forming an external network effect of users inviting users.

Behind all these combinations is an experiment of a DeFi flywheel that creates involution through mechanisms, controls pace through games, and stimulates dissemination through Memes. Overall, it is a very impressive set of innovative mechanisms.

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3. How to maximize returns?

Strategy 1: Actively choose to wait three days to claim the airdrop

Waiting 3 days can get 100% of the airdrop and share in the rewards pool transferred by early claimers.
If the claiming rate accelerates (i.e., the risk of decrement increases), consider locking in profits early.

Strategy 2: Participate early in LP provision, taking advantage of the high APR window

In the early LP pool, there is a large amount of confiscated airdrop + transaction tax funds, with extremely high APR.
It is suitable to enter in the first three days, but pay attention to price fluctuations and beware of the 'high APY - low price' trap.

Strategy 3: Increase holding amount to strive for transaction tax dividends

The threshold for tax dividends is 146 billion $JAGER; once met, dividends can be claimed every 10 minutes.
If unable to meet the threshold, try to avoid frequent trading; otherwise, you will just become a 'tax contributor'.

Overall, the project's cold start is very beneficial, as it is all about airdrops, with relatively low and controllable costs. Once the flywheel starts turning, the odds are still very promising.

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4. Challenges and key points of Jager

The biggest highlight of Jager is the structural design of the mechanism itself, rather than the spreadability of Memes. Therefore, whether it can escape the 'involution death spiral' depends on two key points:

1) Can it attract external buying pressure and continuously inject liquidity? Without new relay funds, high APR is also likely to fall into a 'mining withdrawal selling' dead cycle.

2) After the 7-day game window closes, can emotions form a FOMO trigger point?

If the price stabilizes and trading is active three days later, can it trigger the acceleration of the second phase of the flywheel?

_________

5. Conclusion

Jager is not a traditional Meme but an experimental structure driven by 'mechanisms driving games, distribution driving lockup, and transaction taxes driving holdings' of DeFi + airdrop + Meme trinity.

Its success depends not only on the tightness of the mechanism's closed loop but also on community sentiment, dissemination ability, and market reception capacity.

For participants, this is not a simple 'harvesting airdrops'; it mainly tests timing judgment, position allocation, and game selection in a DeFi game.

Special note: The above is merely an analysis summary based on the project's official documentation and is not financial advice. Please research and decide whether to participate on your own.

This boop airdropped me 700,000 coins, with a peak value of 300,000 US dollars, but unfortunately I don't dare to claim it 🤣

Monad interactive address count exceeds 300 million, accounting for 4% of the global population,

Poor airdrop expectation management has foreshadowed the largest scale backlash in the history of web3.

I understand! I've completely understood!
I, Ice Frog, need to learn to speak from Hmm.

Hmm's tweets have completely impressed me.
Hmm says that Sister One's wish pool is a gentleness for the world,
saying that Brother Sun is the light of the Chinese people, and that CZ is the flow center of the crypto world.

Both of us express our positions,
Hmm is literature, poetry, love letters, and the power of empathy.

As for me? I'm hotpot base, heavy in flavor, intoxicating, and easy to choke on, making Binance awkward from time to time.

I used to think that writing was about logic, stating facts, not attacking people, not spreading rumors, and not blackening others' names.

Although I haven't cursed at anyone, haven't labeled anyone, and have provided evidence throughout, to put it bluntly… it's just that while writing articles, I was pressing Binance into the hotpot.

Even if I have reason and evidence, with words that pierce the heart… it still cannot absolve me of the fact that I was 'roasting Binance over the fire,' which is genuinely not elegant and lacks compassion.

So I’ve decided that from now on, I, Ice Frog, will learn to speak from Hmm.

After all, like Hmm, I write not to vent personal grievances, but to advance the industry.

I believe that Sister One and CZ will eventually understand my 'rational anger,' even if my outbursts and pressure sometimes make you and Binance a bit uncomfortable.

I am very sorry, but it is indeed because when weak powers have no way to act, this is the only method.

Sister One's wish pool is a gentleness for the world,
can my little light illuminate the moment Sister One turns back?