Insight财经

When I was at $20 for Solana, I compared all the chains and thought this SOL would be the next Ethereum.

However, I didn't expect that almost all popular projects have now moved to Solana, and the Ethereum ecosystem is nearly frozen.

It's no longer a question of whether Solana is the next Ethereum; from the perspective of the prosperity of cryptocurrency projects, SOL has already surpassed ETH.

Bytenova Airdrop (0 Cost to Earn Points)

BytenovaAI (formerly ClustroAI) is a decentralized AI computing platform with a containerized architecture + GPU acceleration + protocol-driven framework⚙️, aimed at providing high-performance, low-latency AI infrastructure.

🪂 The project has launched an airdrop activity, complete tasks to earn points, and confirm airdrop tokens in the future!

🧵 Detailed steps are as follows:

1️⃣ Visit the official website 👉 https://bly.one/bytenova
Connect your BSC wallet (recommended: Metamask)
2️⃣ Open the [Profile] tab and bind social accounts such as Twitter
3️⃣ Generate a unique invitation link to invite friends and boost your ranking
4️⃣ Complete all tasks + daily check-ins ✅
5️⃣ Go to the leaderboard page to check your progress and strive for a high ranking

📌 Notes:
The founding team has not made an appearance, the project is somewhat "three-no" (no name, no person, no content), so approach with caution
The current phase is a zero-cost task, suitable for casual participation
🔍 Similar recommended projects (more stable or more HYPE):

🎯 Beamable (Depin Zero Cost)
https://airdrophunt.xyz/airdrops/depin/f94b4e

💰 Ethereal (Stablecoin Project)
https://airdrophunt.xyz/airdrops/defi/78a28e.html

🔐 Resolv (RWA Track)
https://gostake.io/airdrops/resolv

🧪 Fragmetric (Requires investment in SOL)
https://gostake.io/airdrops/fragmetric

🧠 Summary: #Bytenova Airdrop is easy to operate, zero threshold to earn points, and risk-free participation. Whether it will yield high returns in the future is unknown, but if you can earn, why not earn!

Camp is a social task, and there is no reward, so the score will be relatively high: 90 points.

This score focuses mainly on risk, and the higher the score, the better the security.
https://airdrophunt.xyz/

Ethereal may have strong security and potential returns, which is why this project is currently more popular.

Ethereal: https://bly.one/ethereal

Is the imitation season coming?

Arthur Hayes believes that the imitation season is approaching.

Is the imitation season already here? Arthur Hayes names HYPE, which has surged by 50%.

https://chainalert.me/view/research/b1f9c7

Of course, Hays may be promoting HYPE, as there are currently many decentralized derivatives protocols and numerous projects:

Ranking of decentralized derivatives protocols

https://chainalert.me/data/dd

Similar protocols, such as Ethereal.

The founder of Ethena praised Hyperliquid's model, which led to the launch of the Ethereal protocol, meaning this will be a competing protocol to Hyperliquid.

There are too many similar protocols, and in the end, only one will emerge as the leader. I believe it is very likely that Ethereal will be the leading player among these protocols. After all, it has the support of Ethena and currently has a TVL of $1.1 billion, all in USDe stablecoins.

Of course, last year's biggest airdrop was HYPE, but at that time, HYPE did not have VC backing, so I was hesitant to participate.

Ethereal is a project of Ethena, and Ethereal itself has no VC investment. It seems that Ethereal could be the next HYPE. Therefore, participation can be considered.

Ethereal airdrop:

Ethereal: https://bly.one/ethereal

Ethereal is a two-in-one deal; this protocol has Ethena's points, which can earn ENA, providing a safety net. It is also possible to take a chance on Ethereal's breakout.

The market capitalization of Bitcoin has reached its highest point since data recording began, however, there are still not many signs indicating that the altcoin season is approaching.

Therefore, the market capitalization of Bitcoin will be even higher.

Bitcoin market capitalization ratio:
https://chainalert.me/data/btcd

This website is https://chainalert.me

The non-farm payroll data is out. It exceeded expectations, which gives the Federal Reserve more confidence to delay the interest rate cut.

The adjusted non-farm employment figure for the U.S. in April is 177,000, with an expectation of 130,000.

https://chainalert.me/quick/featured/ab9624

Tether can earn about 5 billion USD a year, and in reality, everyone is holding fake US dollars (USDT), while Tether holds real US Treasury bonds to earn interest.

So, Ripple wanting to acquire USDC for 5 billion dollars is a bit of a pipe dream.

Tether released its Q1 2025 financial report: US Treasury holdings nearing 120 billion dollars, profits exceeding 1 billion.
https://chainalert.me/view/headline/a662fc

Based on the current circulation of USDC at 60 billion USD, in the ideal scenario, holding all government bonds:

In one year, you can earn 600 * 0.04 = 2.4 billion USD in profit. If you were the owner, would you sell Circle (the issuer of USDC) for 5 billion USD?

Ripple once offered 4 to 5 billion USD in an attempt to acquire Circle, but was rejected.

https://chainalert.me/view/headline/c6c594

The formula is principal multiplied by the government bond yield:

USDC issuance data:
https://chainalert.me/data/stable

Government bond yield data:
https://chainalert.me/data/us10yrbond

A single bull market is all it takes to solve all problems.

In fact, if we set aside bull and bear prices, blockchain technology is about to迎来真正的春天, fundamentally changing one aspect of our lives.

I have been in this space for 8 years, and have been involved in entrepreneurship and foundational development for over 6 years. In the past, it was all trial and error, but now the technology has matured, and key applications are also maturing: RWA.

RWA will flourish in the next two to three years, becoming a major means of wealth management.

Moreover, the bank settlement methods may gradually be replaced.

Let's see if RWA can drive the implementation of other applications in the future.

At least, this thing can bring long-term development.

Is it too much to expect another bull market in the future?

Ethena Season 3 Airdrop Claiming is Now Open! 🪂

✅ Claim Address: https://ethena.liquifi.finance

Current ENA Price: $0.33

You will receive the airdrop in staked form (sENA). If you want to sell, you need to unstake first before trading.

Alternatively, you can continue to stake to maintain eligibility for the Season 4 airdrop.

To participate in the Ethena Season 4 airdrop: https://bly.one/ethena

Pay special attention to Ethereal:
https://airdrophunt.xyz/airdrops/defi/78a28e.html

Gata Airdrop, rated 90 points;

Overall evaluation: The ratings from the project team and VC shouldn't be this high. However, considering it's a free airdrop, let's give it a relatively high score.

1️⃣ The team seems to be Asian, with some Europeans as well, so deducting 5 points;
2️⃣ The VC includes YZi labs, and overall, the investment is not top-notch;
3️⃣ The airdrop is free, and participation is relatively easy.

Airdrop tutorial and investment information:
Chinese: https://gostake.io/airdrops/gata
English: https://airdropping.me/airdrops/gata

Beamable Airdrop

Beamable is supported by the Solana Foundation and has received $13.5 million, making it a very promising Depin project.

Beamable has added several new types of activities. Complete these activities to continue earning points to qualify for the project's airdrop.

Here is the airdrop tutorial:
https://airdrophunt.xyz/airdrops/depin/f94b4e

Here are more Depin projects:
https://airdrophunt.xyz/airdrops/depin/

Ethena Season 3 airdrops open today! 🪂

🗓️ Time: May 1, 2025, 4pm UTC

Details and ratings for the Ethena airdrop:
https://airdrophunt.xyz/airdrops/info/30dab2

3.5% of total supply will be distributed this season - about $178.5 million at current prices.

Claiming is easy: no eligibility check required. Simply go to the Ethena platform after it opens and click [Rewards > Claim] to claim, or wait for the official announcement to claim.

Season 4 is now live!

✅ Click here to participate (short link): https://bly.one/ethena

Season 4 will last for 6 months and will distribute at least 3.5% of total supply. Simply stake ENA to obtain sENA and hold it to participate in the airdrop.

However, if you hold USDe, it is recommended to use it to participate in Ethereal ecological mining. When you deposit USDe into Ethereal, your sENA points will also receive a 30x bonus.

If you stake sENA, you need to register with Ethereal and Echelon to receive Ethereal and Echelon airdrops:

Ethereal: https://bly.one/ethereal
Echelon: https://bly.one/echelon

Fraction AI Airdrop News: Mainnet Launch Next Week.
https://x.com/eric_dwj1/status/1917864757060923784

1️⃣ The project is an Indian project, with a score deduction of 15 points for projects in the Asia region, and the founder has already made an appearance;

2️⃣ VC involvement is acceptable, but it is not top-tier VC, with a score deduction of 5 points;

3️⃣ The project is in the testnet phase, and participation can be considered without any cost;

4️⃣ There is a certain level of difficulty in participating in the airdrop, with a deduction of 5 points;

You can participate in the Fraction AI project’s testnet activities since it doesn't cost anything. However, there is no need to participate in the mainnet.

Reference tutorial: https://gostake.io/airdrops/fractionai

FractionAI Rating: https://airdrophunt.xyz/airdrops/info/3ff25f

The following airdrops can be followed up on👇

1️⃣ Stablecoin Airdrops👇
Ethereal Airdrop: https://bly.one/ethereal
Huma Airdrop: https://bly.one/huma

2️⃣ If you are planning to hold SOL long-term, you can consider Fragmetric;
Fragmetric Airdrop: https://bly.one/fragmetric

The FractionAI mainnet will be launched in less than 7 days, and it is still a test task.

Fractals will determine whether you are eligible for the Fraction AI airdrop, collect as many as possible

Click here to collect fractals: https://bly.one/fractionai

As a reminder, the TGE (Token Generation Event) will take place in the third quarter of 2025.