Pocky

Understand @Chainbase ( $C) TGE Value at a Glance

Index Rating: ★★★★☆ (4/5)
Price Prediction: Unknown

This project can only be described as high potential, but it also comes with high risks, making it more suitable for investors with a long-term perspective and a high risk tolerance.

Advantages:
1. Endorsement from Universe-Level Investors:
The project completed a $15 million Series A financing in the fourth quarter of 2023. The names Tencent Investment and Matrix Partners China are prominently featured on the investor list.
In the Web3 circle, these two may not be very familiar: Matrix Partners has invested in XPeng Motors, Li Auto, Haichun Energy, Chehaoduo Group, and Ele.me.
Tencent Investment has been involved with Meituan, Pinduoduo, Huya, Douyu, NIO, and Bilibili, among others.
They are not only top-tier strategic investors globally but have also secured board seats in the transaction, meaning they will deeply participate in project governance and development, which is much more impressive than just providing funding.

2. “Generationally Leading” Technical Architecture Strategy:
Chainbase has not chosen to be a “better The Graph,” but instead aims for a “generational leap” over existing solutions by adopting a dual-chain architecture, customizing CVM, and introducing Eigenlayer's re-staking for security. Its core objective is not merely data querying but verifiable, decentralized on-chain data computation, directly addressing the pain points of AI and future advanced DeFi applications.

Disadvantages:
1. Exceptionally Fierce Competition in the Sector:
The Web3 data sector already has an absolute king—@graphprotocol. GRT, with its first-mover advantage and strong network effects, has deeply integrated into thousands of dApps. For Chainbase as a newcomer, trying to seize market share from GRT is akin to seizing food from a tiger's mouth.

2. The “Sword of Damocles” from Top VCs:
The structure of Chainbase's Series A financing is “equity + token warrants.” This means that top institutions like Tencent and Matrix Partners can obtain a large number of $C tokens at a very low, undisclosed predetermined price in the future. While this represents a long-term deep binding, it also means that these early investors have a very low cost. Of course, I’m not particularly worried as these two rarely dump for cash.

A rare high-quality project, hoping for more opportunities to benefit.

Understanding @giantsprotocol ( $G) TGE Value at a Glance

Claim Index: ☆☆☆☆☆ (0/5)
Price Prediction: Unknown

Honestly, I wasn't really planning to write this thing, it's just too trashy.
But then I thought it's been a while since I criticized someone, so I wrote it for fun.

Disadvantages:
1. A project that gave up halfway:
First of all, the @giantsprotocol team initially started in the U.S. with DePIN, claiming to tokenize bandwidth. Later, they transformed into the Giants Planet platform run by 2mr Labs in Singapore, focusing on the Bitcoin ecosystem’s “BTCFi + RWA + AI” package.
They even pretended to launch a BRC420 protocol NFT with a total supply of 9999, which is now worth 0.
Now they’ve created a DeFAI protocol. I won't even comment on what happened before; just saying the current website is so rudimentary that it only has one page and barely functions, probably because they’ve run out of the initial funding and need to collect something from the market, otherwise they can’t even pay salaries.

2. Weak community foundation:
The community is dead, and the X data is fabricated. After sifting through two months of tweets, the likes are around 250, which is way too stable for natural traffic.

3. Core token economics are “not to be disclosed”:
I’ve scoured all the materials, and there is not a single word about the total supply of $G tokens, how much the team and investors hold, how it’s distributed, how long it’s locked, or when the dump starts... Not a single word! Pure blind box, playing a game of labubu, right?

4. The roadmap is pure nonsense:
By Q2 2025, they aim for a community of 600k, and by the end of the year, they want to reach 1M.
This is not something that even a pie-in-the-sky dream could draw.

New age of giants, haha
The flag has been raised, and when I have enough money, I’ll start the next project.

Understanding @EchoProtocol_ ( $ECHO) Airdrop at a Glance
Airdrop Index: ★★☆☆☆ (2/5)

Price Prediction: $0.05 - $0.3
Based on its competitors and Echo Protocol's current TVL of approximately $878 million and an initial airdrop circulation of $150 million, I personally predict its initial circulating market cap could be between $34 million and $100 million.

Since @babylonlabs_io broke my heart, I have no hopes for BTCFi anymore; of course, that doesn't stop me from venting for a while.

Disadvantages:
1. Serious security issues:
On June 14, Echo's official X account was hacked, taking a whole day to recover. Meanwhile, rumors began circulating online that the official wallet containing 2,515.65 uBTC was stolen, valued at approximately $266 million, causing its collateral rate to drop to only 20% blah blah blah. I wanted to see what the community FUD looked like, but it turned out to be a complete silence.

2. Airdrop selling pressure and unlocking risks:
As much as 15% of tokens will be used for the airdrop, with about half expected to be from Binance alpha. Honest early participants who staked had their shares linearly unlocked over 3 months; isn't this bullying honest people? Complaints in the community are rampant, sentiment is negative, and the possibility of selling the airdrop is increasing.
Currently, it seems that besides Binance and @kucoincom, there is no other first-tier exchange confirmed to list.

3. The BTCFi sector is challenging:
BTCFi is a joke, I won't dig up each one to criticize.
Whoever looks forward to it is foolish.

Advantages:
1. Endorsement from top-tier investors:
Investors in @EchoProtocol_ are quite luxurious: led by @TheSpartanGroup, with backing from @ABCDELabs Capital, @CryptoHayes's @MaelstromFund, and other top VCs.
However, a funny thing to note is that @BSquaredNetwork and @movementlabsxyz also invested in echo; I wonder if that counts as a debuff.

2. Top flow on Aptos:
TVL is close to $900 million, occupying about 70% of the BTC asset share in the Aptos ecosystem, firmly holding the top position in the ecosystem's TVL rankings.
That said, Aptos only has this one BTCFi.....

Understanding @Moonveil ( $MORE) Airdrop in One Article: Is It Worth Participating?

Claim Index: ★★★★☆ (4/5)
Price Prediction: $0.08 - $0.12
Based on fundamentals and past competitor valuations, the estimated FDV is between $100 million and $300 million.

I am just a fool who bought 5 nodes, and it turns out it takes 4 years for them to unlock...
If the criticism is too harsh, it's all out of love.

Disadvantages:
1. Self-destructive path:
To be honest, GameFi has already been definitively debunked from my perspective.
Not to mention that you want to spend money to create a gaming L2 chain,
Let alone that it is built using the half-dead @0xPolygon's CDK.
You seem to think you haven't set enough flags and aren't dying quickly enough, haha.

2. Huge selling pressure in the early stages:
At the beginning of the launch, there will be airdrops (accounting for 6% of total supply) and node rewards (accounting for 5% of total supply) that will be unlocked in large quantities at TGE. These zero-cost or low-cost chips are likely to be cashed out immediately after the opening, creating immense selling pressure, and it is highly discouraged to chase high prices right away.

3. The game is really not fun:
It is said that team members come from top gaming companies like Riot, Tencent, and NetEase, and have participated in the development of blockbuster games such as 'League of Legends' and 'Valorant'.
Let's just say, your flagship game @AstrArk_World has less than 700,000 users in over a year. The other two equally positioned games, @Bushwhack_World and Flaming Pets, have not even been heard of.
How did you manage to create this pile of stuff????

Advantages:
1. Backed by top capital, treated as Polygon's 'favorite child':
The project has raised over $11 million in cumulative funding, with investors including @TheSpartanGroup, @HashKey_Capital, @AnimocaVentures, and other top VCs.
More importantly, it has received investment and official technical support from @0xPolygon Ventures (using Polygon CDK to build L2) and plans to integrate with AggLayer, which holds a highly strategic position.

2. High community engagement:
In addition to the $11 million raised from VCs over two rounds, Moonveil has raised nearly $11.38 million from node sales; its own L2 test net has been online for only 4 months with around 1 million active users, even without a large number of KOLs promoting it on X.
This indirectly confirms that the project still has many loyal community users.

Understanding whether the DeLorean ($DMC) airdrop is worth participating in

Participation Index: ★★★★☆ (4/5)
Price Prediction: $0.015 - $0.03
Based on an initial valuation of approximately $77 million

The 4-star rating is purely based on nostalgia; after all, 'Back to the Future' was my introduction to time travel dramas.

Advantages:
1. Unmatched brand power:
'Back to the Future' created the iconic car DeLorean, no need to elaborate; even Doc Brown was brought in for collaboration, which is expected to attract a wave of web2 fans.

2. Top-notch strategic background:
President Evan Kuhn successfully founded and sold Canada’s first regulated exchange, which was later acquired by @wonderfi and is now part of Robinhood. The project itself has formed strategic partnerships with @SuiNetwork and @Mysten_Labs, providing elite-level technical credibility and ecosystem support.

3. Master-level market launch strategy:
Binance contracts will launch simultaneously 2 hours after the launch on Binance Alpha, with a maximum leverage of 50 times. This treatment is comparable to top-tier projects. Bitget's launchpool will also support this project.

Disadvantages:
1. Unknown token unlocking information:
A huge red flag, the project team has completely failed to disclose the unlocking plan for team (12%) and private seed round (16%) tokens. This portion of tokens accounts for 28% of the total supply. In case of a sell-off, the ICO price is around $0.006, which can serve as a reference point for the bottom.

2. Project execution issues:
Come on, are you really making cars?
And planning to deliver the physical electric car Alpha 5 in 2027.
Let’s not mention you haven’t made a car in 40 years; you’re starting by challenging electric vehicles—who’s the king of new energy now? Don’t you have a clue? Have you consulted CATL?

3. Fear of being cut by Web2:
There are too many examples of Web2 brands coming to Web3, harvesting a wave, and then running away. Let’s not criticize well-delivered ones like Maison Margiela for now; brands like Blvck Paris, Dolce & Gabbana, Louis Vuitton, and Emirates have numerous high-priced NFTs that still haven’t been delivered.

To be honest, the token itself isn’t very attractive; if there are truly wealthy individuals wanting to buy a car, it might be better to wait and buy directly.

Understanding @RedbrickLand ($BRIC) Airdrop at a Glance

Claim Index: ★★☆☆☆ (2/5)
Price Prediction: Unknown, but the project's fundamentals are strong.

Today’s project starts with what I personally consider a significant red flag, but aside from that, it’s not bad, so let’s take a look.

Cons:
1. Insufficient core tokenomics information:
As of the time of writing, I have not found any explanation regarding the tokenomics of $BRIC, only that the total supply is 1 billion tokens.
It's hard to imagine that an exchange launch scheduled for the 21st has nothing available; it’s outrageous.
If you search in X, you can only see a screen full of KOLs participating in airdrop lotteries—it's quite the eyesore.

2. Intense market competition:
The metaverse track that Redbrick is in is a battleground, with The Sandbox and Decentraland ahead of it. From a fundamental perspective, Redbrick has no advantage; you could say it's a big pit, as numerous projects come out with grand promises in the metaverse, and many of them end up rug-pulling after spending all the money.

Pros:
1. Top-tier capital endorsement:
The project has completed over $20 million in funding, with investors including @ygent_official Investment.
Yes, it’s the same group that has @BLACKPINK and @YGBABYMONSTER_ under its umbrella.
Additionally, there are F&F Partners and NH Investment & Securities, all top investment banks in South Korea.

2. Impressive user base:
Redbrick has evolved from its years of operation as an educational platform, accumulating over 7.6 million registered users, over 200,000 creators, over 54 million game experiences, and over 78 million on-chain transactions.

3. “Fake” anonymity, “real” elite team:
Initial confusion led people to believe the team was anonymous, but upon deeper investigation, the team’s background is quite reliable. CEO Yeongmo Yang was a core developer at Samsung and has a year of experience at Baidu. He single-handedly founded the predecessor of Redbrick, Wizschool. He has also won awards such as the German Red Dot Design Award and the American Advertising Club’s Communication Award.

This project itself is very ancient, tracing back to 2018 (before I got involved), but being old doesn’t necessarily mean it’s good; opinions may vary.

Understanding Roam ( $ROAM) Binance Alpha Airdrop Worth Claiming

Claim Rating: ★★★★☆ (4/5)
Price Prediction: After a short-term decline, rebound to $0.2-0.25
Potential Profit 80-100U

Advantages:
1. Endorsement by Industry Leaders:
I don't care about other VCs, but the fact that an eSim project has received funding from the Android leader Samsung should tell you its caliber. The authoritative research institution MessariCrypto has also listed it as one of the world's leading DePIN projects.

2. Rapidly Growing Global Network and User Base:
Since its launch in 2021, Roam has deployed millions to tens of millions of WiFi nodes globally, covering over 190 countries and has millions of registered application users. I also tried using it once; after being out for more than half a month, I only spent a few U. For someone like me who has lost countless sim cards, it really is quite convenient.

3. Founder personally clarifies:
Many community members worry about the token price dropping when they learn their token will go on Alpha, and Roam has handled this well. Although it might still face criticism, I believe that since YZ dares to speak, there is a strategy to stabilize the token price.
https://x.com/alphacurve/status/1933512091329233134…

4. Mainstream CEXs have already listed it
Bybit, Gate, Bitget, Kucoin, MEXC, etc. have all listed $roam within a week after TGE, making a strong showing.

Disadvantages:
1. The maturity of the business model still awaits further validation:
Let’s not even mention whether I will buy a 3600 yuan router that is reportedly not very stable for mining at home; just the safety aspect makes me hesitant.
Can’t afford it? No problem, I can lend you the money to buy it, with just a 30% down payment!
I can only say, I'm still skeptical about whether they really have tens of millions of nodes.

2. Token economics is overly complex:
Roam has a total of three exchange pools, corresponding to: regular users, sticker holders, and mining machine holders.
Tokens can be staked, can be locked for empowerment.
Points can be burned into tokens, and tokens can also be burned back into points.......
By the time you figure it all out, you might have already been deeply invested.

Understand @MEET_48 ( $IDOL) TGE value at a glance

Claim Index: ☆☆☆☆☆ (0/5)
Price Prediction: Unknown
Because key information such as $IDOL's total supply, initial circulating amount at TGE, and public sale price has not been fully disclosed.

Since this is my first time giving a score of 0 (of course, if Binance is willing to spend a lot of money to slap me in the face, I have nothing to say), I’ll start with the drawbacks.

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Drawbacks:
1. Insufficient disclosure of core token economics:
I mean, there is no specific distribution ratio regarding $IDOL token's total supply, team holdings, early investor shares, ecological fund, treasury, etc., as well as detailed lock-up and linear unlocking timeframes for these shares,
there is not a single one!
It is impossible to assess the long-term value and initial potential selling pressure of the token.

2. Sustainability of the fan economy:
Although SNH48 has 30 million fans (reportedly), the project's daily active users are astonishing, but it is difficult to assess how many of the actual participants are real fans. Moreover, the project is deeply tied to SNH48, and any decision-making issues with the group will have a huge impact on the token price.
Also, I mean, the contract is not signed by AKB48_staff, but by NH48_Global, the gap between the two is not small at all. SNH48 fans are all locals, which means that while local fans might cut each other, those abroad won't get even a single piece; it's just locals cutting locals.

3. Planning and execution of the Roadmap:
MEET48 has planned a huge ecosystem including the Metaverse, multiple games, AI creative tools, Mars Protocol, etc., the vision is incredibly grand.

4. Low quality of promotion:
I won't even mention how bad the early promotion was, the interactions on X are basically in single digits, and the videos posted seem to be from QQ Dance.
When Binance announced it would be listed on alpha, they also found a bunch of KOLs on X to hold a lottery, trying to pull the last wave of hype, it feels like they are at the end of their rope.

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Advantages:
1. Endorsement by top investors:
Completed a $100 million valuation token round financing in April this year, led by HashKey Capital, Hash Global, with participation from well-known institutions like Animoca Brands.

In the end, while the token does not look promising, the girls are still good-looking and worth a closer look.

Airdrop Diary ——@Mmtfinance

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➡️$100 million valuation
➡️All-Star investors
➡️Provide liquidity, earn money while farming

@Mmtfinance has reached a valuation of $100 million in its latest round of strategic financing.
In addition to traditional veteran VCs @ambergroup_io, @TheSpartanGroup, and its own ecosystem @SuiNetwork, what is more noteworthy is that it has received the favor of the venture capital divisions of the world's top cryptocurrency exchanges, including @OKX_Ventures, @CbVentures, @Gate_Ventures, @KuCoinVentures, and @MVenturesLabs, not to mention the now trending @circle ventures.

1. Deep Interaction Protocol:
Connect your Sui wallet and trade on the Momentum platform. Increasing transaction frequency and volume is key to accumulating points.

2. Provide Liquidity:
Choose trading pairs you are familiar with (like SUI/USDC) and add liquidity within a specific price range. This not only earns trading fees but is also an important way to gain airdrop weight.

3. Complete Galaxy Tasks:
Actively participate in activities released by Momentum on task platforms like Galxe. Completing check-ins, social media tasks, etc., can easily earn extra points.

Momentum Finance is not just another traditional DEX. Its core difference from classic automated market makers like Uniswap V2 is its use of a “concentrated liquidity” model. This innovative design completely changes the game for liquidity providers and traders.

Ultimate capital efficiency: Momentum allows LPs to concentrate funds in custom, most active trading price ranges. This means every penny of LP's capital is “on the edge,” capturing more trading fees and thus generating returns far exceeding those of traditional DEXs.

Lower trading costs: For traders, concentrated liquidity means having very deep depth near the core trading price. This directly results in lower price slippage and efficient trade execution. Whether exchanging between stablecoins or trading volatile assets, Momentum can provide users with lower-cost and better-experience trading services through its tiered fee structure and optimized liquidity.

Airdrop Diary — AsterDEX

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Summary:

➡️ Binance endorsement
➡️ Airdrop expectations can be obtained just from daily trading
➡️ Almost zero cost
➡️ A project strongly recommended by cz, are you in?

AsterDEX, formerly known as Astherus and @APX_Finance. Among them, @APX_Finance is a key incubation project by @yzilabs, which means that the Asterdex team, technical architecture, and market strategy have received resources and guidance from the world's top cryptocurrency exchanges early on. This deep connection not only brings strong brand credibility to Asterdex but also provides natural advantages in technical security, liquidity support, and deep integration with the BNB ecosystem. Currently, the professional version of Asterdex is operational on BNB, Ethereum, and Solana.

1. Earn Rh points from trading
Users can accumulate Rh+Au points by trading on Asterdex Pro Mode. The larger the trading volume, the more Rh points earned, and the larger the share in the upcoming $AST token airdrop.

2. Complete online tasks
Complete specified tasks to earn corresponding RH points https://asterdex.com/en/rewards_hub

3. Team collaboration
Join a battle team; all members can receive up to 1.2 times additional points boost.

4. Mint and hold Aster assets
By minting and holding the platform's native assets, such as Tokens, USDF, and ALP, users can earn Au points and enjoy up to 35 times points multiplier.

5. Stake at @SolvProtocol
Staking solvbtc.bnb at Solv can earn 5 times Astherus points.

On June 4, Circle Internet Group, the issuer of USDC, one of the largest stablecoins in the world, officially announced its IPO pricing—up to $31 per share! This not only far exceeds the previous estimated range of $27-28, but its total market value has also reached nearly $6.8 billion! It is reported that due to extremely strong market demand, the oversubscription has exceeded 25 times! Circle and its original shareholders have decided to increase the issuance scale from 32 million shares to 34 million shares, expecting to raise as much as $1.05 billion!

What does this mean? Since the IPO of Coinbase ($COIN) in 2021, another epic IPO has emerged in the crypto space! As the issuer of the stablecoin USDC, Circle's status in the market is well known. However, looking back at Circle's journey to listing, it has been quite turbulent! From attempting a SPAC merger in 2021 to secretly submitting the S-1 form in January this year, and even rumors of being acquired by Coinbase or Ripple in April, it has finally settled down.

Why is $CRCL considered a game changer?
Because it is almost the best (or even the only?) large-cap stock target for traditional financial investors to directly bet on the "growth of stablecoins" and "blockchain infrastructure," the two golden tracks! The application scenarios of $USDC span global payments, DeFi lending, and trading settlements...

How is this different from the $COIN listing?
$COIN went public through a direct listing (DPO), allowing early investors and insiders to trade their shares without a lock-up period, which led to a rapid halving of $COIN's price within a month after its listing. In contrast, $CRCL is a traditional IPO, where insiders must lock up their shares for 180 days according to the rules! What does this mean? Less early selling pressure and a more stable price expectation!
Is the "Summer of Stablecoins" really coming?!
The strong performance of $CRCL will undoubtedly become a super catalyst for market excitement! If its market value surges to $10 billion or even higher in the short term, the ceiling of the DeFi world will be completely lifted! Those DeFi projects deeply tied to stablecoins and with ample cash flow will also be revalued.

Chain reactions from the $CRCL listing:
New valuation anchor: Establishing a new benchmark for other stablecoins and DeFi projects
TradFi flood: More traditional capital will flow into the crypto world through $CRCL!
Regulatory benchmark: Compliant listings are the best endorsement for the industry
Ecosystem boom: Trading volumes for $PENDLE, $AAVE, and others surge.

U.S. Treasury says the "Primary use case for Bitcoin seems to be a store of value aka digital gold."

No more excuse stop you buying in #Bitcoin

Airdrop Season still continues
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The @NexusLabs, which has raised $27.2 Million from @Lightspeedvp, @PanteraCapital, @Dragonfly_xyz, @FactionVC and some other major VCs, will finally release their testnet tomorrow.

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https://beta.nexus.xyz
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Simply press the "Connect" button and keep the site open, thats all

Important Notes:
The testnet opening period is only 4 days
December 9-13.
No need to connect the wallet but still, stay safe.