Yesterday, Binance Alpha only announced 4 projects, so I won’t make a separate chart.

There was a small episode when it was announced, which was the repeated announcement of Magpie (MGP). No wonder some people said it was 5 and some said it was 4 yesterday.

Since Alpha was launched, many memes have been launched, so I have temporarily divided this Alpha into two categories: meme and non-meme.

Regarding these 4 projects, they are all non-meme. Here I will briefly introduce them.

(1) ZEREBRO/AI agent

This is a target in the AI ​​agent track. Like many AI agents, it is also The driver is deployed on the social platform, but it is not only deployed on X, but also runs on Warpcast, Telegram and Instagram

And the content published on different platforms is also different

Among the created content assets, zerobro created a set of NFT series and issued them on Polygon

Therefore, the NFT asset attribute is also a market differentiation of ZEROBRO in the AI ​​agent track

Its current market value is about 320 million

(2) COOKIE/DAO

The business scope of this project is a bit abstract and non-mainstream, and the market value is also hundreds of millions

According to the description of the official document, $COOKIE is a DAO ecological token focusing on the marketing field

Its main product is an AI-driven data analysis tool, and its business direction can be understood as an intelligent marketing platform that empowers KOLs (using tokens to incentivize KOLs to post ads)

There is also a strategic product related to AI agents, which is a real-time data panel that shows the AI ​​agent track

(3) WHALES/OTC trading

This is an OTC market in the Solana ecosystem. I forgot which friend recommended it to me, that is, a project T Trading market before GE

However, with the entry of major CEXs, it has become very difficult to build a moat for this model. I think the business model still needs to be changed.

For example, the pre-market zone of a certain on-chain CEX has a market value of less than 20 million. For this business model, it is neither high nor low.

(4) ORDER/DeFi

It is difficult to introduce this solution in brief. If I have to describe it simply, it is an infrastructure with a strategic direction of unifying the liquidity of the entire chain on its chain.

It has a bit of chain abstraction. I just received their airdropped peripherals, so I am going to write another tweet to introduce it.

Current market value: 230 million