Binance launched Scroll and opened pre-market trading, marking the first post-holiday launch of Web3.
My first reaction to this news was: I have worked hard for more than two years and finally I will see the return of money. However, when I saw the token model officially announced by Scroll, I was a little angry. I will talk about the specific reasons later.
I specifically looked up the DC records. I joined DC on the evening of April 21, 2022, and sent my first sentence at 0:00 on the 22nd. Since then, I have hardly missed any official activities. Now witnessing this product being listed on Binance, I feel the same as a farmer harvesting.
Now, in retrospect, the reason why we ambush Scroll and persist in doing so is mainly based on two points:
① Large financing
In April 2022, Scroll announced the completion of a $30 million Series A financing round, led by Polychain Capital, with participation from Bain Capital Crypto, Robot Ventures, and Geometry DAO. In addition, Ying Tong and Carlos Aria from the Ethereum Foundation and Ethereum community members such as Anthony Sassal, Ryan Adams, and Santiago Santos also joined this round of financing.
The following year, Scorll completed a $50 million financing at a valuation of $1.8 billion. Investors included Polychain Capital, Sequoia China, Bain Capital Crypto, Moore Capital Management, Variant Fund, Newman Capital, IOSG Ventures, OKX Ventures and Qiming Venture Partners.
So far, Scroll has raised a total of $83 million. This amount is irresistible to any fan of Pokemon Go. The only thing they can do is add a plus sign.
② Grand Narrative
Scroll is an Ethereum Layer2 scaling solution based on ZK-rollup, which aims to solve Ethereum's scalability problems, increase transaction speed and reduce transaction costs.
As we all know, ZK-rollup and OP-rollup are the two most popular L2 routes in Ethereum. Among them, OP-rollup has run $OP and $ARB . The airdrops of these two brothers are simple, crude and valuable, and they are the ceiling now.
Compared with OP-rollup, ZK-rollup is more difficult to implement and is also a direction that Vitalik Buterin is very optimistic about. Representative projects include zksync and Starknet.
To sum up, Scroll can be directly compared with ZK and STARK. Although these two are not as good as OP and ARB in terms of airdrops, a lean camel is bigger than a horse, and a few people still make a lot of money by airdrops.
If the story goes as described above, Scroll's listing on Binance would be a huge boon, and all the money-grabbing parties would celebrate. However, the reality is cruel, and the token model officially announced by Scroll is far from everyone's expectations, mainly reflected in two points:
First, the airdrop ratio: the first round of airdrop ratio is 7%, which also includes community contributors, which means that the actual proportion distributed to on-chain users is less than 7%, while Binance Lanchpool has divided up 5.5% in 2 days of mining. The comparison between the before and after makes many community users unhappy. This wave of Binance big players really won;
The second is the snapshot time: Binance Lanchpool mining ended on October 10, and pre-market trading opened on October 11, but the Scroll snapshot and airdrop collection time was October 19, which means that up to 5.5% of the chips were already freely circulated before the airdrop was issued, and large investors could make a temporary raid and obtain a large number of points in a short period of time, diluting the points that early users had worked hard to accumulate.
Community members have been giving feedback on the above two points, and Twitter is full of questioning voices. Under pressure, Scroll co-founder @sandyzkp said that he plans to arrange some AMAs on Thursday to clarify the facts to the community.
Personally, I think that in the era of mass airdrops, no airdrop plan can satisfy the community 100%. The key lies in whether the team values the community and is willing to listen to the community’s voice. Judging from Lianchuang’s statement, the Scroll team is at least willing to communicate with the community. We might as well be more patient and see if there will be some reversals in the plot. After all, we all hope that the price of $SCR can be stronger.
Before the dust settles, I would like to remind you of two things:
①Heavy positions on Binance Lanchpool
The proportion of Scroll allocated to Binance Lanchpool this time is as high as 5.5%, supporting $BNB and FDUSD staking mining, with less than 24 hours remaining.
Personally, I predict that the yield of this Lanchpool will most likely hit a recent high, so hurry up and put the idle funds on and off the chain into it. The final mining income may exceed the value of the airdrop.
Participation link: https://launchpad.binance.com/zh-CN/launchpool/SCR_BNB
After Lanchpool ends, mining funds can continue to be transferred to the chain to mine points and wait for snapshots. This is called reasonable utilization of rules.
② Subsidize monthly activity for low-income households
The snapshot time announced by Scroll is October 19th, and how to attack before that is what we need to consider.
If your capital is not large, I really do not recommend earning points by saving money. The cost-effectiveness is not high at all, because you can neither compete with early users who have saved money for several months, nor can you compete with giant whales like Sun Ge.
If your wallet has had interaction records before, it is recommended to make up for the monthly activity in October. Because Scroll itself is still L2, monthly activity is always an important factor. You might as well bet that there will be a low-security number or monthly activity will be weighted. If you win the bet, everyone is happy, and if you lose the bet, there is no loss.
I have been waiting for Scroll since April 2022, and have participated in almost all activities, big and small. I will make up for the monthly activity of all addresses in the near future. As for the rest, we will wait and see.
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