Yinan 以南
分享关于Web3的最新动态、实用教程、项目案例分析和行业前沿洞察。Twitter：@Yinan_on | Vx：yinan_cycle
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Among the 56 agreements with a monthly income exceeding 1 million USD, 17 have not issued tokens!
As long as there is enough cash flow, there is no need to issue tokens.
Tether → No token
Circle → No token
Axiom → No token
Phantom → No token
Photon → No token
EdgeX → No token
Meteora → No token
Trojan → No token
Coinbase wallet → No token
Base → No token
GMGM → No token
Uniderp → No token
Maestro → No token
Bloom → No token
BullX → No token
DEXScreener → No token
BonkBot → No token
As long as there is enough cash flow, there is no need to issue tokens.
Tether → No token
Circle → No token
Axiom → No token
Phantom → No token
Photon → No token
EdgeX → No token
Meteora → No token
Trojan → No token
Coinbase wallet → No token
Base → No token
GMGM → No token
Uniderp → No token
Maestro → No token
Bloom → No token
BullX → No token
DEXScreener → No token
BonkBot → No token
See original
On-chain #ALPHA 🔥 Data (8/5)
Total number of participants for the 4th round is 64,660; compared to the 3rd round's 64,554, that's an increase of 106 people.
The most common score achieved yesterday was 15 points, followed by 14 points.
The most traded token currently is $KOGE, followed by $BR.
#币安Alpha #BinanceAlpha Data source @ethan714
Total number of participants for the 4th round is 64,660; compared to the 3rd round's 64,554, that's an increase of 106 people.
The most common score achieved yesterday was 15 points, followed by 14 points.
The most traded token currently is $KOGE, followed by $BR.
#币安Alpha #BinanceAlpha Data source @ethan714
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On-chain #ALPHA 🔥 Data (7/29)
The total number of people who participated in the score brushing on the 28th is 82,069; compared to 83,637 on the 27th, there are 1,568 fewer people.
The most frequent score brushed yesterday was 15 points, followed by 14 points.
The most brushed token now is $KOGE, followed by $BR.
#币安Alpha #BinanceAlpha Data source @ethan714
The total number of people who participated in the score brushing on the 28th is 82,069; compared to 83,637 on the 27th, there are 1,568 fewer people.
The most frequent score brushed yesterday was 15 points, followed by 14 points.
The most brushed token now is $KOGE, followed by $BR.
#币安Alpha #BinanceAlpha Data source @ethan714
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From 'Air' to 'Cash Flow': The Rise of Utility Tokens After the VC Bubble Burst
At the beginning of 2025, as secondary market liquidity tightened, many altcoins driven by 'story + airdrop' had their bubbles ruthlessly popped.
Countless altcoins have continued to decline to new lows—while during the same period, Bitcoin's market cap share rose to 62.1%, a five-year high, and the Altcoin Season Index even reached a record low of 4 points in May 2023.
However, 'utility tokens' like Uniswap (UNI), Aave (AAVE), Pendle (PENDLE), and Hyperliquid (HYPE) attract funds flowing upstream, with prices and on-chain income rising simultaneously.
They share a common feature: real, auditable protocol cash flow, which returns value to token holders through buybacks, profit sharing, or staking.
Countless altcoins have continued to decline to new lows—while during the same period, Bitcoin's market cap share rose to 62.1%, a five-year high, and the Altcoin Season Index even reached a record low of 4 points in May 2023.
However, 'utility tokens' like Uniswap (UNI), Aave (AAVE), Pendle (PENDLE), and Hyperliquid (HYPE) attract funds flowing upstream, with prices and on-chain income rising simultaneously.
They share a common feature: real, auditable protocol cash flow, which returns value to token holders through buybacks, profit sharing, or staking.
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$BR Once again after the net is cast, the number of participants has plummeted~
Today's #ALPHA🔥 data (7/23)
On the 22nd, the total number of participants was 133,671; down from 168,702 on the 21st, a decrease of 35,301 people
Yesterday, the most common score was 15 points, followed by 14 points
Currently, the most traded token is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
Today's #ALPHA🔥 data (7/23)
On the 22nd, the total number of participants was 133,671; down from 168,702 on the 21st, a decrease of 35,301 people
Yesterday, the most common score was 15 points, followed by 14 points
Currently, the most traded token is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
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Four years ago today, Fat Penguin @pudgypenguins launched fairly at 0.03 E.
At that time, ETH was just over 2000 U, and the cost of one Big Penguin was 60 U, followed by airdrops of Little Penguins and fishing rods.
Now, the floor price for Big Penguins is 15.5 E, Little Penguins 1.67 E, and fishing rods 0.6 E, totaling 17.77 E, equivalent to 66,600 U.
During the Penguin TGE, a single group of NFTs (Big, Little Penguins + fishing rod) airdropped about 2 million $PENGU, currently valued at 84,000 U.
Without considering external project airdrops (DYM, ZK, L0, etc.), if you invested 60 U four years ago, you would now hold 150,000 U, equivalent to over 1 million RMB, with an astonishing return on investment of 2500 times.
During the same period, the increase in BTC was 268%, while ETH's increase was only 82%. From 60 U to 150,000 U, you just needed to get in and hold firmly.
At that time, ETH was just over 2000 U, and the cost of one Big Penguin was 60 U, followed by airdrops of Little Penguins and fishing rods.
Now, the floor price for Big Penguins is 15.5 E, Little Penguins 1.67 E, and fishing rods 0.6 E, totaling 17.77 E, equivalent to 66,600 U.
During the Penguin TGE, a single group of NFTs (Big, Little Penguins + fishing rod) airdropped about 2 million $PENGU, currently valued at 84,000 U.
Without considering external project airdrops (DYM, ZK, L0, etc.), if you invested 60 U four years ago, you would now hold 150,000 U, equivalent to over 1 million RMB, with an astonishing return on investment of 2500 times.
During the same period, the increase in BTC was 268%, while ETH's increase was only 82%. From 60 U to 150,000 U, you just needed to get in and hold firmly.
See original
The total is 1B, I wrote it wrong, sorry~
.@Aspecta Protocol $ASP will have its TGE on its own platform before trading, you may want to pay attention!
▪️ Whitelist Round: 7:00-7:15
▪️ Public Round: 7:15 until July 24
------
▪️ Total Supply of Project Token: 10B
▪️ TGE on Own Platform: 0.7%
▪️ OKX Direct Access: 0.1%
▪️ Binance Alpha: Unknown
------
▪️ TGE FDV: 30 million
▪️ Funding: 3.5 million plus undisclosed portion from Binance
▪️ Initial Circulation: Unclear, estimated at around 20%
----
▪️ Team: Chinese team
▪️ Project Nature: Pre-trading market, launchpad type
-------
Buying in at a 30 million market cap FDV at opening is basically a profit.
If we calculate based on 20% initial circulation, that means 6 million initial circulation market cap, the lower limit reference for Binance Alpha suggests that 10 million initial circulation should not be a problem; for the upper limit, we need some reference benchmarks.
Previous leading launchpad projects @daomaker and @polkastarter had FDVs of 35 million and 21 million respectively. Although market conditions and cycles are different now, along with varying levels of enthusiasm for new projects, I still think we can use the initial circulation of $ASP and the FDVs of these two projects as upper limit references.
------
1Key=12 $ASP =0.36U =30 million FDV
Assuming 20% initial circulation, with an MC of 21 million, the FDV would be 105 million, at this time Key’s price = 1.26U.
That means my $ASP price reference range is 0.36-1.26; the closer the price is to the lower limit, the better; the closer to the upper limit, the less cost-effective it becomes!
If I expect to achieve double returns, then KEY's price needs to be 1 key below $0.63, specific participation depends on the situation.
These are some of my thoughts on this project; if you have different opinions, feel free to discuss in the comments~
#BinanceAlpha #ALPHA
▪️ Whitelist Round: 7:00-7:15
▪️ Public Round: 7:15 until July 24
------
▪️ Total Supply of Project Token: 10B
▪️ TGE on Own Platform: 0.7%
▪️ OKX Direct Access: 0.1%
▪️ Binance Alpha: Unknown
------
▪️ TGE FDV: 30 million
▪️ Funding: 3.5 million plus undisclosed portion from Binance
▪️ Initial Circulation: Unclear, estimated at around 20%
----
▪️ Team: Chinese team
▪️ Project Nature: Pre-trading market, launchpad type
-------
Buying in at a 30 million market cap FDV at opening is basically a profit.
If we calculate based on 20% initial circulation, that means 6 million initial circulation market cap, the lower limit reference for Binance Alpha suggests that 10 million initial circulation should not be a problem; for the upper limit, we need some reference benchmarks.
Previous leading launchpad projects @daomaker and @polkastarter had FDVs of 35 million and 21 million respectively. Although market conditions and cycles are different now, along with varying levels of enthusiasm for new projects, I still think we can use the initial circulation of $ASP and the FDVs of these two projects as upper limit references.
------
1Key=12 $ASP =0.36U =30 million FDV
Assuming 20% initial circulation, with an MC of 21 million, the FDV would be 105 million, at this time Key’s price = 1.26U.
That means my $ASP price reference range is 0.36-1.26; the closer the price is to the lower limit, the better; the closer to the upper limit, the less cost-effective it becomes!
If I expect to achieve double returns, then KEY's price needs to be 1 key below $0.63, specific participation depends on the situation.
These are some of my thoughts on this project; if you have different opinions, feel free to discuss in the comments~
#BinanceAlpha #ALPHA
See original
.@Aspecta Protocol $ASP will have its TGE on its own platform before trading, you may want to pay attention!
▪️ Whitelist Round: 7:00-7:15
▪️ Public Round: 7:15 until July 24
------
▪️ Total Supply of Project Token: 10B
▪️ TGE on Own Platform: 0.7%
▪️ OKX Direct Access: 0.1%
▪️ Binance Alpha: Unknown
------
▪️ TGE FDV: 30 million
▪️ Funding: 3.5 million plus undisclosed portion from Binance
▪️ Initial Circulation: Unclear, estimated at around 20%
----
▪️ Team: Chinese team
▪️ Project Nature: Pre-trading market, launchpad type
-------
Buying in at a 30 million market cap FDV at opening is basically a profit.
If we calculate based on 20% initial circulation, that means 6 million initial circulation market cap, the lower limit reference for Binance Alpha suggests that 10 million initial circulation should not be a problem; for the upper limit, we need some reference benchmarks.
Previous leading launchpad projects @daomaker and @polkastarter had FDVs of 35 million and 21 million respectively. Although market conditions and cycles are different now, along with varying levels of enthusiasm for new projects, I still think we can use the initial circulation of $ASP and the FDVs of these two projects as upper limit references.
------
1Key=12 $ASP =0.36U =30 million FDV
Assuming 20% initial circulation, with an MC of 21 million, the FDV would be 105 million, at this time Key’s price = 1.26U.
That means my $ASP price reference range is 0.36-1.26; the closer the price is to the lower limit, the better; the closer to the upper limit, the less cost-effective it becomes!
If I expect to achieve double returns, then KEY's price needs to be 1 key below $0.63, specific participation depends on the situation.
These are some of my thoughts on this project; if you have different opinions, feel free to discuss in the comments~
#BinanceAlpha #ALPHA
▪️ Whitelist Round: 7:00-7:15
▪️ Public Round: 7:15 until July 24
------
▪️ Total Supply of Project Token: 10B
▪️ TGE on Own Platform: 0.7%
▪️ OKX Direct Access: 0.1%
▪️ Binance Alpha: Unknown
------
▪️ TGE FDV: 30 million
▪️ Funding: 3.5 million plus undisclosed portion from Binance
▪️ Initial Circulation: Unclear, estimated at around 20%
----
▪️ Team: Chinese team
▪️ Project Nature: Pre-trading market, launchpad type
-------
Buying in at a 30 million market cap FDV at opening is basically a profit.
If we calculate based on 20% initial circulation, that means 6 million initial circulation market cap, the lower limit reference for Binance Alpha suggests that 10 million initial circulation should not be a problem; for the upper limit, we need some reference benchmarks.
Previous leading launchpad projects @daomaker and @polkastarter had FDVs of 35 million and 21 million respectively. Although market conditions and cycles are different now, along with varying levels of enthusiasm for new projects, I still think we can use the initial circulation of $ASP and the FDVs of these two projects as upper limit references.
------
1Key=12 $ASP =0.36U =30 million FDV
Assuming 20% initial circulation, with an MC of 21 million, the FDV would be 105 million, at this time Key’s price = 1.26U.
That means my $ASP price reference range is 0.36-1.26; the closer the price is to the lower limit, the better; the closer to the upper limit, the less cost-effective it becomes!
If I expect to achieve double returns, then KEY's price needs to be 1 key below $0.63, specific participation depends on the situation.
These are some of my thoughts on this project; if you have different opinions, feel free to discuss in the comments~
#BinanceAlpha #ALPHA
See original
Today's #ALPHA Data (7/20)
The total number of people who scored on the 18th is 173,548; 29 fewer than the 17th's 173,577
The most commonly scored rank yesterday was 15 points, followed by 14 points
The most traded token now is still $BR, followed by $KOGE
Data source #币安Alpha #BinanceAlpha @ethan714
The total number of people who scored on the 18th is 173,548; 29 fewer than the 17th's 173,577
The most commonly scored rank yesterday was 15 points, followed by 14 points
The most traded token now is still $BR, followed by $KOGE
Data source #币安Alpha #BinanceAlpha @ethan714
See original
The number of people has increased again?
Today's #ALPHA data (7/20)
On the 18th, the total number of people who scored was 173,577; compared to 171,911 on the 17th, an increase of 1,666 people
Yesterday, the most common score was 15 points, followed by 14 points
The most traded token now is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
Today's #ALPHA data (7/20)
On the 18th, the total number of people who scored was 173,577; compared to 171,911 on the 17th, an increase of 1,666 people
Yesterday, the most common score was 15 points, followed by 14 points
The most traded token now is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
See original
Brothers, it's a bit difficult to grab now!!!
Today's #ALPHA data (7/19)
The total number of people who brushed points on the 18th is 171,911; compared to 171,399 on the 17th, an increase of 512 people
The most common score brushed yesterday was 15 points, followed by 14 points
The most brushed tokens now are still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
Today's #ALPHA data (7/19)
The total number of people who brushed points on the 18th is 171,911; compared to 171,399 on the 17th, an increase of 512 people
The most common score brushed yesterday was 15 points, followed by 14 points
The most brushed tokens now are still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
See original
Once again, #ALPHA family members enjoyed delicious food
One fish, four ways to eat, can you handle this?
#BinanceAlpha #币安Alpha
One fish, four ways to eat, can you handle this?
#BinanceAlpha #币安Alpha
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🗓️Yesterday I bought some @TakerProtocol Keys on the @aspecta_ai platform for $4.8, now $6.89. The project will launch at 6 PM today #BinanceAlpha
💡Why did I buy? My thoughts are as follows👇
1️⃣Project Fundamentals
▪️BTC ecosystem project, currently the BTC ecosystem is not very hot
▪️Chinese team, the project's communication is generally okay
▪️Upcoming launches: MEXC, Gate, Binance Alpha
2️⃣Project Valuation
▪️At this time, the Key price is about $4.8 according to public token economics (if parameters remain unchanged) ➡️ Initial circulation ≈ 17 %
▪️Estimated initial circulating market cap is about $10 M+
3️⃣Historical Comparison (10+ period Binance Alpha direct airdrop projects)
▪️Although most have obvious pullbacks, currently circulating market cap < $10 M only $TALE $RCADE
▪️Only $TALE opened below $10 M
✍️Conclusion
▪️Buying @TakerProtocol at $4.8 has a relatively low estimated probability of loss;
4️⃣Another estimation approach
Waiting for @BinanceWallet to announce the airdrop quantity, then using "each airdrop ≈$X" to roughly estimate the token price as a reference. (At the time of writing, Binance has not yet announced the details)
📌The general thought process is as above. Feel free to share more interesting projects in the comments, let's learn together!🚀 #alpha上新 #ALPHA
💡Why did I buy? My thoughts are as follows👇
1️⃣Project Fundamentals
▪️BTC ecosystem project, currently the BTC ecosystem is not very hot
▪️Chinese team, the project's communication is generally okay
▪️Upcoming launches: MEXC, Gate, Binance Alpha
2️⃣Project Valuation
▪️At this time, the Key price is about $4.8 according to public token economics (if parameters remain unchanged) ➡️ Initial circulation ≈ 17 %
▪️Estimated initial circulating market cap is about $10 M+
3️⃣Historical Comparison (10+ period Binance Alpha direct airdrop projects)
▪️Although most have obvious pullbacks, currently circulating market cap < $10 M only $TALE $RCADE
▪️Only $TALE opened below $10 M
✍️Conclusion
▪️Buying @TakerProtocol at $4.8 has a relatively low estimated probability of loss;
4️⃣Another estimation approach
Waiting for @BinanceWallet to announce the airdrop quantity, then using "each airdrop ≈$X" to roughly estimate the token price as a reference. (At the time of writing, Binance has not yet announced the details)
📌The general thought process is as above. Feel free to share more interesting projects in the comments, let's learn together!🚀 #alpha上新 #ALPHA
See original
Bought some $iris @UndercoverIRIS
Share your thoughts, do not follow:
First: $ETH surged, attention will shift to quality coins or meme coins in the ETH ecosystem
Second: The AI sector is rising, $AIXBT is climbing, etc.; just as Musk has been promoting the Grok AI companion these days, like $ani
Third: The project team of this coin has a luxurious background, and it’s well-promoted, the first AI-AGENT on ETH
Fourth: Since the opening, it has been declining all the way, limited downside, set stop-loss properly, good risk-reward ratio
Disadvantages: Currently there is basically no volume, and not many people are promoting this project and token
Share your thoughts, do not follow:
First: $ETH surged, attention will shift to quality coins or meme coins in the ETH ecosystem
Second: The AI sector is rising, $AIXBT is climbing, etc.; just as Musk has been promoting the Grok AI companion these days, like $ani
Third: The project team of this coin has a luxurious background, and it’s well-promoted, the first AI-AGENT on ETH
Fourth: Since the opening, it has been declining all the way, limited downside, set stop-loss properly, good risk-reward ratio
Disadvantages: Currently there is basically no volume, and not many people are promoting this project and token
See original
#BinanceAlpha New TGE Project $BAS
How much return can you get for participating?
You can refer to the chart to see how many times it has been oversubscribed
and take a quick look at the opening FDV market value
#ALPHA #alpha上新
How much return can you get for participating?
You can refer to the chart to see how many times it has been oversubscribed
and take a quick look at the opening FDV market value
#ALPHA #alpha上新
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ALPHA adopts Bonding Curve TGE method
What do you brothers think about this wave?
Today's #ALPHA data (7/16)
On the 15th, the total number of participants was 168,954; an increase of 4,183 from the 14th's 169,198
Yesterday, the most common score was 15 points, followed by 14 points
Currently, the most traded token is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
What do you brothers think about this wave?
Today's #ALPHA data (7/16)
On the 15th, the total number of participants was 168,954; an increase of 4,183 from the 14th's 169,198
Yesterday, the most common score was 15 points, followed by 14 points
Currently, the most traded token is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
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Today #ALPHA Data (7/14)
On the 14th, the total number of people who scored was 169,198; an increase of 4,183 from 165,015 on the 13th
The most scored yesterday was 15 points, followed by 14 points
The most used tokens currently are still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
On the 14th, the total number of people who scored was 169,198; an increase of 4,183 from 165,015 on the 13th
The most scored yesterday was 15 points, followed by 14 points
The most used tokens currently are still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
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Today #ALPHA Data (7/14)
The total number of people who scored on the 13th is 165,015; an increase of 2,502 from the 12th's 162,513
The most common score yesterday was 15 points, followed by 14 points
The most traded token currently remains $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
The total number of people who scored on the 13th is 165,015; an increase of 2,502 from the 12th's 162,513
The most common score yesterday was 15 points, followed by 14 points
The most traded token currently remains $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
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