I sorted out all the Binance#launchpad +#Launchpool+#megadropproject, found a lot of interesting things
These rules caught me$arkm 10 times the coin,$EDU Double it,$NOT
, many opportunities for meme and cyber
#MegadropLista #Launchpool #Launchpad
Comprehensive view
From a comprehensive perspective, in 2023+2024, Binance has launched 29 projects in three categories (including Lista), covering various types of tracks. The most are 6 layer1, 5 defi, 2 heavy pledge (separately classified, not included in defi), 3 ai, 5 games, and there are not many social, domain name, and BTC ecology, with one each, which also shows its focus.
Launchpad Projects
Let’s start with Launchpad. Binance only launched three Launchpad projects in 2023, and none in 2024.
It can be seen from this that the quality of Launchpad projects is better than that of Launchpool, the chips are more valuable, and the track is more long-term and innovative (Arkm was asked by many KOLs to call him an idiot.edu, education is a new track)
Launchpool
From May 2023 to May 2024, there were 17 months in total, with a total of 23 Launchpool projects, an average of 1.35 projects per month.
Among them, there are 13 this year, an average of 2.6 per month. Last year, there were 10, an average of 0.83 per month. This year, the speed of listing coins has obviously increased.
There are many kinds of projects, such as Manta, which has waited for many years and finally saw the moon, and there are also old coins for new coins (aevo), and various market hot projects (sui). There are also high-quality projects, such as Ethfi and Sei.
The returns are also varied, with some making 7 times the profit and some making only a few dozen points. Of course, Binance Launchpool is intensive and frequent, and the secondary trading time is short, so this return is only of reference value. The subsequent bull market changes are more worth looking forward to.
But if we look at the market value, Launchpool projects basically have more than 100 million in circulation, and more than 800 million dilutes the market value. If it is less than 100 million, it is basically undervalued. The same is true for Launchpad and Mega.
In 2023-2024, the number of Launchpool projects was 7.6 times that of Launchpad projects. There are many reasons for this:
The first is that Launchpool has another advantage of sending money to bnb holders. Stabilizing the mentality of bnb holders and secondary prices
The second one also reflects that scarcity makes things valuable, Launchpad is better
Megadrop
bb is the first BTC ecosystem to be listed on Binance in this way. At the same time, the market value at the opening is low, which facilitates the subsequent pull-up and improves the project expectations. bb's timing of pulling up is very good, which in disguise improves the expectations of Lista.
lista, Binance’s own child, can get Binance investment even after being stolen.
Subsequent megadrops are expected to become a place for everyone to discover low-income security + alpha returns.
The money I made in it
1、$arkm
1) Since the end of last year, the Launchpool projects on Binance have been launched one after another with a circulating market value of 400-500 million, and the comprehensive market value is heading for 2-5 billion, but Arkm's market value is very low, with a circulating market value of only about 100 million. It is obviously underestimated.
2) It is indeed good to be on the AI track. Arkm also has a place in Binance’s AI track project.
3) Investment in Ultraman is indeed a good investment.
4) I was lucky enough to catch a 10x wave of AI and Ultraman
2. $edu: This is mainly for how long you will get it
1) Market value logic is the same as above
2) New track, education track
3) @cz_binance boss is very optimistic about the#web3education track. Currently, apart from @GiggleAcademy which has not yet been launched, Opencampus is the undisputed leader.
What's more, the prison term should be over soon. After cz boss comes out, there is no reason why education shouldn't take off!
4) Animoca Another $moca is coming soon, let’s fly together
3、 $cyber
1) I am optimistic about the social track
2) The project is listed on Upbit. Currently, there are only a handful of projects that are listed on both Binance and Upbit.
3) The project will make money through fancy ways, and I can’t say much about this.
4、$ethfi
1) If you are optimistic about the future of ETH, then you should make ETH’s alpha profit.
2) The first project to heavily stake on Binance, with the expectation of Eigenlayer later
3) Binance has invested in multiple heavy-collateral projects and attaches great importance to this track
5、 $nfp
1) The first one to be listed on Binance, among the more AI-based projects, Arkm is not included. It is obviously the favorite of Binance.
2) Be generous with airdrops, which can win users
6、 $not
1) The only and currently the only project listed on Binance spot
2) 100% circulation
3) Counted as ton ecology + game + meme multiple buffs
4) Currently, TON’s circulating market value is 22 billion, and its total market value is 32 billion. Its market value has already reached the top 9, and the gap between the market value of the leader and the second is too big.
7、 $bb
1) Binance has only listed two BTC ecosystem projects, Ordi and Sats. BB is the third one, but it was listed through a new megadrop.
2) The market value at the opening is relatively low, only about 100 million US dollars. Megadrop may become the mainstream way to buy medium-sized projects in the future, so you can definitely buy it. Otherwise, if the first project is not good, no one will come up with a megadrop in the future.
8、 $meme
This is first-level money-making. Meme was holding a fire sale at the time. I think the reason why it was listed on Binance at that time was that Binance's investment and listing of coins were obviously inclined towards web2 users, and they hoped to import web2 users on a large scale (web3 traffic has basically been drained by Binance).
9gas has too many web2 users and backgrounds, and even a slight conversion rate would bring too many new additions to Binance.
in conclusion
1. Continue to pay attention to megadrop in the future. It is expected to become a place for users to earn income from minimum living allowance + alpha projects. Lista must participate
2. If there is a Launchpad project, you should directly participate. Launchpad projects are more precious and have long-term value, which shows Binance’s long-term vision.
3. Launchpool projects have always been a benefit for bnb holders. However, the quality of the projects is generally good, and everyone can participate in the mid-term
4. From Launchpad to Launchpool to megadrop, Binance has created multiple paths including long-term build + bull market hot spots + user minimum living allowance (alpha income), covering all user groups.
From the perspective of user time cycle, it covers short-term, medium-term and long-term users.
From the perspective of income comparison, it covers the minimum living allowance, stability, and opportunities to get rich quickly.
From the user's perspective, it covers build, hotspot, and alpha
If you build, buy Launchpad
You come to make money, you participate in Launchpool
If you come to chase the minimum living allowance or alpha, you will do a megadrop
5. Binance’s oligopoly effect is indeed getting stronger. Other exchanges are in a completely different world from Binance. If you want to go all in, you should look to Binance.
, at least in this bull market
6. Look forward to Binance discovering more high-quality projects for everyone, support Binance
7. At the end of the article, I made a table for you to take a look at (I don’t care about details, I only care about efficiency, please forgive me if it’s not beautiful)
