lllllllemoon

Today Alpha - $K Let’s get to the conclusion first!

✅Highlights
Web3 + Live Streaming + Creator Economy: Intersection of three rapidly growing tracks
Objective user base: 5.3 million active on-chain wallets + 91,000 monthly active creators
Strong collaborative ecosystem: Investments from YZi Labs and partnerships with the SOL Foundation

⚠️Risks
Highly dependent on users and creators
Intense competition in the Web3 live streaming space
Potential selling pressure from token release
——————————————————————————————
The following is a brief introduction about #sidekick , sourced from the official gitbook

📌 One-sentence introduction
A Web3-native one-stop live streaming platform, with the core vision of “LiveFi: Attention is Asset,” aimed at transforming traditional live streaming into an on-chain economic system. The platform allows users to interact with creators in real time, discover potential tokens, obtain market dynamics, and participate in ecosystem building through tips and governance.

📌 Keywords
Web3 + Live Streaming + Creator Economy

📌 Product Introduction
Currently supports live streaming, real-time chat, co-hosting, tipping, and “buying tokens through live sales,” and is about to launch a gamified video leaderboard (Klipp), with future integration of AI.

📌 Token Design
· Purpose
Real-time interactive tipping
Staking / Loyalty Program / Subscriptions
Premium access / Fan Economy: Unlock exclusive content, VIP chat rooms, Alpha meetings, etc.
Creator monetization tools: Initiate live airdrops, promotional support
Content reward mechanism: Reward $K through “proof of creation,” driving content supply
Governance: Proposals and voting
· Allocation
20%—Ecosystem Growth—Strategic Cooperation, Operational Promotion
20%—Community Incentives—Incentives for users and creators
20%—Investors, 16%—Foundation, 15%—Contributors, 5%—Advisors
4%—Liquidity Incentives
· Release
Total supply is 1 billion tokens, with an initial circulation of 11.13%, composed of: Ecosystem Growth 6.88% + Community Incentives 1.5% + Liquidity Incentives 2% + Foundation 0.75%
Tokens for investors, contributors, and advisors will be unlocked linearly on a monthly basis over 24 months after a 12-month lock-up period.

📌 Investment and Cooperation
On August 22, 2024, received investment from YZi Labs, amount undisclosed.
On July 17, 2025, received investment from Fenbushi Capital, amount undisclosed.
Other investors: HashKey Capital, Mirana Ventures, Foresight Ventures, etc.
Other partners: Solana Foundation, Trovo.live, Base, Google Cloud

$FIR +200% 🎉🎉🎉

Today Alpha - $FIR Let's get to the conclusion!

✅Highlights
Combination of AI and music industry, clear copyright confirmation + commercial distribution path, with practical scenarios
"Content interaction + commercial monetization" dual closed-loop model, clear paths for both users and creators
Token usage includes rewards, promotions, copyright purchases, and other real needs, with certain intrinsic value support

⚠️Risks
The AI music generation tool sector is very competitive; whether FIR has core competitiveness still needs observation
The interaction points model may trigger short-term exploitation behavior, user retention is uncertain
Token release pace is relatively fast, early selling pressure needs attention, and private placement ratio is not low (20%)

——————————————————————————————
Next is a brief introduction about #fireverse , sourced from the official white paper

📌 Keywords: AI + music industry + copyright protection + full commercialization chain

📌 Product Introduction
1️⃣ One-click AI music creation tool: generate and edit original music from text or audio prompts
2️⃣ "Listen-Share-Earn Points" interactive platform: users earn points through interaction, guiding deeper participation
3️⃣ Full commercialization chain support: discovering creators - music publishing - promotional distribution

📌 Token Economics
· Usage
Platform token can be used to purchase music copyrights, digital goods, promotional activities, reward creators, etc.
· Distribution
Total supply of 1 billion, staking ecosystem rewards - 30%, private investment - 20%, marketing fund - 11%, ecosystem rewards - 10%, team - 10%, liquidity provision - 8%, advisors - 5% and other remaining
· Release
30% of the marketing fund (i.e., 3.3% of the total) and 5% of liquidity are released at TGE
The remainder has different lock-up periods, with linear releases after 12-48 months

📌 Chinese Background
· Investment Institutions: Nobody (Moonbox Limited) co-led the investment, providing music IP support, along with OKX Ventures, Gate Labs, BingX Labs, Central Research, Chain Capital, etc.
Completed A-round financing on February 13 this year, raising approximately $2.5 million.
· Team Members: AI + Web3 industry experience

Why was there only one red envelope sent this week for @Seraph Official ? Are there other frequently used accounts that send red envelopes? Recommend a few! Seeking red envelopes!

🧩【Alpha New Coin Overview | Is $GAIA an Opportunity or Just Another AI Skin?】

Today, let's briefly talk about the newly launched $GAIA (GaiaNet). I took a quick look at its financing structure and token distribution, and organized a few points for everyone to judge for themselves.

🧠 What is the project about?

In simple terms, GAIA aims to create a decentralized AI network.
Theoretically, it is in the direction of 'personal AI assistants,' integrating narratives of edge computing and data privacy.
It sounds great, but currently, the practical path seems quite idealistic; I haven't seen any particularly impressive demos of the product yet.

💸 Financing Situation

On July 23, it just announced a round of financing totaling 20 million USD: seed round + Series A, each 10 million.
There are quite a few investors, led by ByteTrade Lab, SUSQUEHANNA, MANTLE, Mirana (of Bybit), and they also brought in MoonPay, which is more of a retail entry.
From the financing perspective, the backing is indeed sufficient, and the resources should not be lacking.

📊 Opening & Token Structure

Launched on July 30 on Alpha, Bitget, MEXC, Kraken.
The opening price on Alpha was 0.05, and now it’s around 0.11, more than doubling.

Total Supply: 1 billion
Initial Circulation: 17%, current circulating market cap is about 18.7 million USD.
FDV: Approximately 110 million based on the current token price.
Institutions: 20%
Team: 15% (not clear how long it’s locked)
Mining Incentives: 32%
Community + Ecosystem + Token Pool: Total 17% (of which part is early release)

The initial circulation is quite small, and there aren’t many community airdrops, so the selling pressure is currently not significant, making it easier for the price to rise.

✅ Points I think are good
Strong financing, with resources and connections, there should be further moves ahead.
Controlled airdrops, deployed on the ETH mainnet, indicating that the project team is genuinely investing money.
AI + Infra + Agent + Edge, the narrative is relatively new.

❗ Points I am cautious about
There are too many AI Infra projects now, many are just 'shells + issuing tokens.'
I haven’t seen a particularly clear token empowerment logic; besides incentivizing nodes, there doesn’t seem to be a compelling reason to hold.

🧾 In summary:
It's suitable for players chasing AI narratives and investing in resource tokens, but I do not recommend a 'blind buy' approach.
Currently, the trend is hot, and institutions are involved; the key is to see if there will be substantial products and a token value closed loop in the future. Friends who have actually deployed nodes or tried demos are also welcome to share their experiences.

The South Korean blockchain gaming platform project Delabs Games is about to launch the Binance Wallet TGE! 🔥 (Issue 32)

📅 Time: July 28th, 4 PM - 6 PM (UTC+8)
💡 Subscription: Requires Binance Alpha points, eligible friends don't miss out

I actually played Delabs before, last year I played several of their games (Rumble Racing Star and Boxing Star X) on Telegram, which were quite popular. They climbed the rankings pretty well, but later I might have gotten tired of them and stopped playing 😅

According to the information, they are backed by a South Korean Web3 game studio established in 2021, and they have released 4 games with a decent user base:
📱 Total users over 25 million, over 45 million transactions, and nearly 600 million wallets (though I’m not sure how accurate this data is)

The total token supply is 3 billion, and the community share is decent (community + airdrop 32%), and the VC part seems relatively restrained, not particularly outrageous. They previously raised a total of $9.9M in three rounds, and based on a 20% estimate, the valuation is about $50M. Compared to other Korean blockchain games, like CROSS, which can still pull a wave after a huge investment, this project should also be quite lively.

🚨 There are also 120 million DELABS reserved for future activities, so there may be more participation opportunities later. Interested parties can follow up.

YALA First Round Airdrop: Did You Get It? 😭😭😭

The first phase of the YALA airdrop is about to end, and many people are stuck around the score line of 240, watching themselves get eliminated. It’s not really a matter of “bad luck,” but rather that most of us didn’t understand the underlying logic of this game from the start:
- In the first round, it’s not about "whether you have scored enough," but whether you are the person whose "score just makes it, and is also quick enough"
- Forgetting the time and delaying claiming is actually a misjudgment of the platform's rhythm and priorities
- Too many people only make last-minute claims, resulting in points not being counted, wasting efforts

Later, I realized: the Alpha system essentially simulates a "user hierarchy"—the higher the score, the earlier the claim, the more certainty; the lower the score, the more passive, relying on luck.

However, it’s not completely hopeless:
- The threshold for the second phase will dynamically decrease, keeping an eye on time and system rhythm still presents opportunities
- Now placing limit orders, while the 4x points bonus may not catch up with this round of airdrop, it is accumulating "user identity value" for future airdrops, whitelists, and qualification acquisition
- Temporary point supplementation may not be recorded at the moment, but from a longer-term perspective, it is remedying the structural disadvantage afterwards

Ultimately, Alpha is not about "who temporarily scores the most gets the airdrop," but about who truly continues to participate, contributes behavioral data, and forms behavioral tags.
The airdrop is just the beginning; the rules will only become more refined.
The earlier you participate, the more proactive you are. Waiting to understand before supplementing points is often too late.

#BinanceAlpha #YALAUSDT

Saw the new rule this morning: trading with CEX addresses earns 4x points! I feel like I can revive and grind for another hundred years! But after thinking it over, I decided to switch assets for stability.

AB is too scary, BR is very volatile, so I finally went back to my old buddy $SERAPH, after all, it just recently experienced a pump and support, and the price has been stable in a range.
The trading volume is currently not very prominent, and there shouldn’t be too many people rushing in for now, just secretly coming here to share a bit with the brothers.

If you have any other good ones, feel free to share, hahaha, just saying don’t hang yourself on one tree.

$SERAPH really got brought back by the project team...

That day it dropped to 0.07, I thought it was over, but the project team actually bought it back all the way from the chain and CEX, and today it directly rose by +56%. Looking back, it was simply a bargain!

I was curious and checked the repurchase address they announced, and found out they have indeed been buying, almost always picking up at the lows during sell-offs, along with the buying on CEX, they have bought a total of several million dollars of $SERAPH...

To be honest, at this stage in blockchain gaming, seeing a project really holding the price with real money, while still steadily distributing rewards and making progress in the season, makes you feel like not adding to your position would be a loss.

The S3 reward distribution is about to start, and the 30-day staking is also about to unlock. I personally have continued to increase my position; how far off can the next 2x be?

$BNB Check out my latest trade. Let's see if you can top it!