I feel that everyone is a bit hateful to everyone, because blast and blur have the same founder, so blur is also criticized. In fact, regardless of the founder's character, blur is a very successful project. The innovative bid model solves the liquidity problem of NFT to a certain extent. The airdrop model of opening treasure chests with points is also a good token incentive mechanism. The total amount of blur is 3 billion, and the current circulation is 63%, and the total fdv is only 600 million US dollars.
The whole crypto market is not good, especially the NFT field has reached a freezing point. However, the NFT field will not disappear, and there will still be people who continue to innovate. Once a new model appears, the whole field will rise again.
Blur, as the first platform for NFT transactions, still has opportunities in the long run, especially the trading platform has a strong network effect. Once users are used to it, liquidity is increasingly concentrated, and blur's position is difficult to shake.
In the end, I still look forward to major innovations in the field of NFT and ERC721.
The biggest innovation of blast may be the airdrop mode. At the same time, it also makes good use of the token incentive characteristics in the crypto field. 50% of the tokens are distributed to the community, the cycle is extended, and users are allowed to directly gamble through some complex methods. Isn't this in line with Bitcoin's POW mining mechanism? I have always believed that the biggest feature of the crypto field is to change the production relationship, and how to change it is to make everyone a shareholder of this project through the distribution of tokens. However, it is a pity that so many crypto projects claim to be the first in the community. In fact, the token has only one governance function, and the distribution of this token is also extremely centralized. The right to interpret the airdrop belongs to the project party, and the right to distribute grants belongs to the foundation. Only blast clarifies the rules, and you can try to see your own points.
But apart from this point, blast is useless. As a layer2, it does not even have basic technical guarantees. How can it operate for a long time?
Binance web3 wallet revealed that Megadrop has blocked 297 main accounts, all of which bought kyc to get the airdrop of Megadrop. The highest account actually had 9,000 kyc accounts. According to the previous megadrop minimum guarantee number of around 70u, this person actually got 630,000u, but they were all blocked. But it seems that if he does not collect, can he escape the risk control?
The airdrop of blast has made some happy while others sad. The interesting thing is that when Blast was released, most people would have thought that it was a nesting doll released by themselves to eliminate the bubble of blur, but everyone would still flock to it to get the points. The PVP market is like this. Everyone thinks that as long as they are not the last one to take over, it's fine.
Almost 99% of the project parties are like this. If you think about it carefully, it is also human nature. Web3 is still a weakly regulated industry. Issuing coins is equivalent to listing financing. Before, entrepreneurs had to go through rounds a, b, c, and look at financial reports. They would only go public if they had profits and development prospects. In Web3, this is not necessary. With a white paper, a team with a good background, and a well-known investment institution as an endorsement, coins can be issued for circulation and trading. The valuation is often 1 billion US dollars. A little bit of insider trading can make a lot of money. How can they continue to make products and attract users?
DEX Screener also launched a token issuance platform Moonshot, with a fixed supply of 1 billion. When the market value reaches 500 SOL, all remaining tokens and liquidity will be migrated to Raydium. Isn't it a bit late? The heat of pump has passed? ?
AI Arena, which raised $11 million, held a TGE on Bybit. The current price is 0.07u, and the total FDV of 1 billion is only $70 million.
After carefully looking at the token economic model of $NRN, it is quite interesting.
The institution will not start unlocking until one year later. The initial circulation and release are only 80 million airdrops and 80 million released in subsequent activities.
$NRN token consumption scenarios
1) Players can bet $NRN to participate in ranking competitions, use $NRN to buy batteries to charge NFTs, and pledge $NRN to the fusion pool to increase the probability of obtaining NFTs.
2) Researchers also need to pledge $NRN to participate in research competitions (AI algorithm models)
Now let's talk about where the interesting part is
1. The institution will unlock the token after one year. There are only a handful of chain games that can survive for more than one year after the official launch. The institutions that invested in AI Arena should be the top intellectual representatives. They agreed to do this, Ai Arena must have something outstanding and is a long-term project
2. In such a bear market, the timing of TGE is very interesting. Users should sell the coins as soon as they get them, so why go online at this time, unless it is beneficial for the project for users to hand over their chips at a low price.
3. The first round of AI Arena's lead investor was Paradigm, which always has some genius ideas and showmanship in economic model design. Such as http://Friend.tech, Art gobblers, blur, etc. The token economic model of $NRN should also be supported by Paradigm. The consumption scenario of $NRN tokens is speculated to be limited in the early stage, and it should gradually enter deflation, and the system economy will take an upward spiral growth path.
So, at the current price, you can take the airdrop!
The so-called era of airdrops is over, but the return from airdrops used to be 10,000 times, with a gas fee of tens of cents for a return of hundreds of dollars, but now it is 10 times the return, with a gas fee of tens of dollars plus various fees for a return of hundreds of dollars. The same is true for cryptocurrency speculation, it used to be easy to get a 100-fold return, but now people blame the project owner for not pulling the market and cutting the leeks if it only rises a few times!
$lista seems to be responsible for the resurgence of bnbchain. The airdrop and megadrop performed well this time. In short, it is MakerDAO on bnbchain. Since Binance has not listed many projects on bnbchain, we rarely hear about any new and interesting projects on bsc. At present, TVL can only rely on Pancake and Venus, which support 70% of TVL. I don’t know if this is a signal that Binance will pay attention to bsc again.
It's quite interesting. When the market is good, the leeks will focus on the projects invested by big VCs. When they communicate with the outside world, they will say that a certain project is valued at xx billion and invested by a certain big VC. Hurry up and rush. When the market falls sharply, they blame these big VCs for raising the valuation and cutting the leeks. Maybe they don't understand at all that the early VC rounds of regular projects are unlocked after 1 year of teg. So, who is being cut?
Nostra, the first project of Starknet ecosystem with FDV of 10 billion, is currently LBP. This lending project, which bears 70% of Starknet’s TVL, has put out 12% of its tokens for sale. Currently, FDV is only about 15 million, and only 8% has been completed. There are still 36 hours left. I wonder what will happen in the end? Is the story of layer2 over?
The airdrop standard of zksync token zk is 21 billion in total, accounting for 17.5% of the total, of which 89% is for users on the chain, and 695,232 wallets meet the standard. 11% is for community contributors. The snapshot time is March 24, 2024.
The quantity standard is based on the number and length of time of assets. Those who own native tokens and nft, have used smart contract wallets, and have received other airdrops and active wallets on the eth main network can get bonuses.
Simply put, the more assets you interact with, the earlier you get the more you get. The minimum for a single wallet is 450zk and the maximum is 100,000zk.
In general, a single boutique account gets more, and I don’t know how the batch account will get. At least from the total of 6 million addresses, only 1/10 gets airdrops. The witch’s investigation is indeed a bit ruthless!
There are 67 projects on zkysnc that have received airdrops. The largest AAVE has 8.3 million zk, and the smallest has 810,000 zk. Familiar projects include CURVE, ETHERFI, IZUMI, etc. You can check this list to see if you have used it. Maybe there will be airdrops to users later.
The more familiar I am with these web3 game projects, the more disappointed I am with current web3 games! People who are familiar with us know that we have a lot of connections in the web2 game circle, so as long as it is a Chinese web3 game team, I can learn about the background and actual situation of this team through many aspects. Yesterday, I met a game producer in Shanghai to chat about web3 games. He told me that several teams had asked him to be a producer before, and some of them were projects that had already been listed on the launchpool of a certain head exchange. The core reason why he didn’t go was that from the perspective of game design and team, he used the word "garbage" to describe it. Judging from the current several projects that have issued coins, this is indeed the case. The game has made no progress. Normal game operations are at least a small version every two weeks, a large version every month, and various in-game operational activities. What are these current projects doing besides sending various strategic cooperation posters every day?
Memecoin is a field I have never been accustomed to, but seeing the ups and downs of meme waves, it has become a new hot track. As a science man who likes to study logic, I decided to spend some time to force a set of logic for its existence and its surge and plunge.
In summary, a successful memecoin should meet 3 points:
1. It must have a unique cultural attribute, such as Dogecoin represents the reward culture of Europe and the United States, and Pepe carries the Internet culture of the millennial generation. It can be spread like a doctrine, and a large number of people hold it;
2. There must be a founder, leader, spiritual leader, Musk of Dogecoin, etc. who can make things happen;
3. There must be a community of true faith, and a group of people are willing to pass on this culture, not just for buying and selling speculation, and raising shipments.
Only those who truly meet the requirements can survive for a long time, otherwise, most of them are disguised zjp, and the popularity will not exceed one week.
It seems that the ton ecosystem is finally going to explode this time, and not is on Binance launchpool.
notcoin is a ton ecosystem mini-game platform. It initially accumulated 30 million users through viral mining and released 78% of the tokens. The total amount is 100 billion, 3% of which is Binance launchpool, and the remaining 17.75% is the foundation and community incentives.
At present, the notcoin platform actually has nothing to play, and it is still unknown how much of the 30 million brought by viral mining can be retained.
At present, there are already points that can be traded. In order to be able to exchange not at 1000:1, according to the current price, 1not is about 0.001u, and FDV is already 1 billion US dollars
How much do you think it will be worth after it is listed on Binance?
The total computing power of Bitcoin has dropped from the peak of 720E to the current 568E. The difficulty will also drop by 5.88% next time, so miners should have a better life.
friend.tech V2 version + coin issuance made the social concept popular again. The overall coin issuance performance was indeed beyond expectations. A bunch of fud people calculated and found that they could still make a small profit, and some even made a lot of money. What did V2 do to make the price of tokens increase by 3 times after the airdrop? In summary, there are 3 aspects.
1. The focus of the new function of v2 is club, which can only be traded through $friend, similar to interest groups, without such strong personal attributes. At the same time, the creator can set to buy multiple keys at the beginning, which solves the problem that the v1 version is always arbitraged by robots. It is equivalent to that each club owner is a project party;
2. lp mining mode, group friend/eth lp for 3 mining, 1.5% of the token transaction fee, 1.5% of all club transaction fees, plus the linear release of 12 million friend tokens, making the highest apr reach 2000%, and currently there is 500%, and the token liquidity is as high as 50 million US dollars;
3. Social fission is achieved through key transactions. Every kol becomes a project party, which is very web3 spirit. There are currently 100,000 clubs, and this small circle form has a strong long-tail effect. At present, overseas users are still more active. Focus on whether this high apr and the activity of the club can continue.
http://friend.tech's lp mining has an annualized return of more than 2000%, which should be the main reason for the recent price increase. lp mining can share 1.5% of the token transaction fee, 1.5% of the club key transaction fee, and 12 million friend tokens will be released within 1 year. It depends on how long it can last. Generally, it is normal for tokens to be frequently traded when they are first launched, and it is good if they can last for a week.
Recently, a short drama about the cryptocurrency industry has become popular, but what is interesting is that many people don’t understand that there are actually two web dramas, called "Reborn as a Big Boss in the Crypto Industry" and "Back to the Future: I am the King of Bitcoin", which are two different projects TShow2008 and BitRealms. One is good at event marketing, and the other has been filmed and is broadcasting 4 episodes a day and has token airdrops. Both use the same strategy, imitating cryptocurrency celebrities, and the actors try to be as similar to these celebrities from their names to their looks, and the stories are naturally about various stories of getting rich by speculating in cryptocurrency. Let’s review the popularity this time, which can be used as a reference for other project parties;
First of all, the origin of the popularity came from a video of the opening ceremony of a project in "Reborn as a Big Boss in the Cryptocurrency Circle", which used a joke of Satoshi Nakamoto, "Chinese people are smart", and quickly spread in major groups;
At this time, "Back to the Future: I am the King of Bitcoin" has actually been launched for 10 episodes, and airdropping "popcorn nft" to early users through the community can accelerate the number of WatchToEarn's iboss token airdrops;
So the short drama videos that were spread were all "Back to the Future: I am the King of Bitcoin", but everyone mistakenly thought it was "Reborn as a Big Boss in the Cryptocurrency Circle", which made bitcoin The LMS project had to leave a message on various Twitter accounts to correct the mistake, which led to a surge in the traffic of Bitrealms, which quickly reached 500,000 users.
Then "Reborn: I'm a Big Boss in the Cryptocurrency Circle" began to leave messages on various Twitter accounts to remind them that they were different projects, because the short drama had not yet been filmed, and there was even news that the financial contract had exploded, causing the project to fail, so they could only occasionally post some stills.
In the end, it was discovered that the producer of "Reborn: I'm a Big Boss in the Cryptocurrency Circle" was actually Li Erchai Si. Only old Internet people would have an impression of him. He was also considered the first generation of Internet promoters in China, but his reputation was not very good. Among the Internet celebrities he promoted were Guo Meimei and Gan Lulu, etc. You can search for these two people. This person is indeed well versed in the G-spots of netizens and is good at hype. He started hyping the drama as soon as it was launched.
The project of "Back to the Future: I am the King of Bitcoin" is relatively low-key, but judging from the content of the web series, it should be a veteran in the cryptocurrency circle, but he is not good at marketing and just works hard. He only started promoting and launching the series after it was finished, which led to a small number of users in the early stage. Instead, it was helped by peers. The bitrealms platform seems to be very ambitious. There are already several web series online, and games are about to be launched.
Whether the web3 online drama platform can be successful depends on the development of these two projects.