我不是暴龙啊
早期Alpha支持者 | web3链上撸毛 |广场内容创作者
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Is Binance Alpha still profitable?
Let me show you the most intuitive comparison
The lychee blogger brushing Alpha is one of the best individual operators I think has been rolled out
Let's take a look at her income comparison for the three months from September to November
▪️Total income for September: 30318u
▪️Total income for October: 10715u
▪️Total income for November: 3475u
Starting from the peak in September, with the surge in users and the bear market, the decrease in airdrop quantity has been declining at a rate of 3 times per month
Whether it will improve later is unknown to anyone, but as it stands, the profit-making effect is getting more difficult, just like the entire token farming market
Let me show you the most intuitive comparison
The lychee blogger brushing Alpha is one of the best individual operators I think has been rolled out
Let's take a look at her income comparison for the three months from September to November
▪️Total income for September: 30318u
▪️Total income for October: 10715u
▪️Total income for November: 3475u
Starting from the peak in September, with the surge in users and the bear market, the decrease in airdrop quantity has been declining at a rate of 3 times per month
Whether it will improve later is unknown to anyone, but as it stands, the profit-making effect is getting more difficult, just like the entire token farming market
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At 11 PM, there will be a THQ airdrop raid, everyone get ready
Tomorrow there will be TGE again, still 3 BNB, it's been 45 days since the IDO, is this really a bull market?
Announcement! #Binance Wallet exclusive TGE is back! Issue 42 will be launched @InfraredFinance (IR)
⏰ Subscription time: December 17, 2025, from 4 PM to 6 PM (UTC+8)
📜 Subscription eligibility: Qualified users must use Binance Alpha points to participate
Tomorrow there will be TGE again, still 3 BNB, it's been 45 days since the IDO, is this really a bull market?
Announcement! #Binance Wallet exclusive TGE is back! Issue 42 will be launched @InfraredFinance (IR)
⏰ Subscription time: December 17, 2025, from 4 PM to 6 PM (UTC+8)
📜 Subscription eligibility: Qualified users must use Binance Alpha points to participate
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Falcon Finance: When returns are amplified and risks are ignored, it chooses to push 'system resilience' to the limit.
You will find a very ironic phenomenon:
The better the market conditions, the less people care about risks;
The more intense the fluctuations, the less people believe in returns.
This is the norm in the crypto world—
Cognition is always squeezed repeatedly by emotions until someone starts to think about what is truly important.
And Falcon Finance is one of the few protocols during this time that makes me feel 'it is not catering to users, but correcting the industry.'
All its designs seem to be answering a question:
To what extent must the return system be stable to be called infrastructure?
The better the market conditions, the less people care about risks;
The more intense the fluctuations, the less people believe in returns.
This is the norm in the crypto world—
Cognition is always squeezed repeatedly by emotions until someone starts to think about what is truly important.
And Falcon Finance is one of the few protocols during this time that makes me feel 'it is not catering to users, but correcting the industry.'
All its designs seem to be answering a question:
To what extent must the return system be stable to be called infrastructure?
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Before the explosion of the AI economy, what needs to be upgraded first is not the model, but the 'financial common sense of the intelligent agent' — Kite is filling this gap.
I have recently become more and more convinced of one judgment:
The intelligence growth of AI has far outpaced its 'financial cognitive ability.'
It can summarize papers, write complex code, and operate systems, but as soon as it has to pay a bill of a few cents, it suddenly behaves like a primary school student.
It’s not because it can’t do it, but because the world hasn’t yet prepared it with the 'rules of spending.'
You will find that all the pain points of AI today are not about computing power, nor about reasoning, but about —
It lacks financial common sense.
It also lacks financial boundaries.
It has even less of a financial responsibility system.
The intelligence growth of AI has far outpaced its 'financial cognitive ability.'
It can summarize papers, write complex code, and operate systems, but as soon as it has to pay a bill of a few cents, it suddenly behaves like a primary school student.
It’s not because it can’t do it, but because the world hasn’t yet prepared it with the 'rules of spending.'
You will find that all the pain points of AI today are not about computing power, nor about reasoning, but about —
It lacks financial common sense.
It also lacks financial boundaries.
It has even less of a financial responsibility system.
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When the market no longer rewards impulse, structure will reveal its value: discussing the underlying logic of the Lorenzo Protocol
In the crypto market, a change is quietly happening.
It is not reflected in a sudden surge on a particular day, nor in a new narrative going viral, but rather in the increasing number of old players beginning to 'slow down.' They no longer chase hot topics every day, no longer frequently change positions, and no longer feel their heart race with every market rally. It's not that they no longer want to make money, but rather they realize: what truly determines long-term outcomes has never been speed, but structure.
In the early stages of the market, sentiment is the best fuel.
Stories, slogans, and consensus can push prices to any height in a short time.
It is not reflected in a sudden surge on a particular day, nor in a new narrative going viral, but rather in the increasing number of old players beginning to 'slow down.' They no longer chase hot topics every day, no longer frequently change positions, and no longer feel their heart race with every market rally. It's not that they no longer want to make money, but rather they realize: what truly determines long-term outcomes has never been speed, but structure.
In the early stages of the market, sentiment is the best fuel.
Stories, slogans, and consensus can push prices to any height in a short time.
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Yield Guild Games: When 'Players' Long-Term Patience' Becomes a Scarce Asset, Blockchain Games Truly Break Free from Short-Cycle Traps
If you break down the reasons for the failure of most blockchain games in the past few years to the core, you'll find a common point:
It's not that the technology is inadequate, nor the art, nor the gameplay.
It's that the system needs time, while players lack patience.
Blockchain games are a system of slow variable accumulation.
Economic cycles need time to calibrate.
Player behavior needs time to settle.
Market depth takes time to accumulate.
Incentive effects need time to validate.
But the reality is that most players only give three days.
Three days without earnings, and I'm out;
Three days without stimulation, and you get cursed;
Three days without an increase, just clear the warehouse.
It's not that the technology is inadequate, nor the art, nor the gameplay.
It's that the system needs time, while players lack patience.
Blockchain games are a system of slow variable accumulation.
Economic cycles need time to calibrate.
Player behavior needs time to settle.
Market depth takes time to accumulate.
Incentive effects need time to validate.
But the reality is that most players only give three days.
Three days without earnings, and I'm out;
Three days without stimulation, and you get cursed;
Three days without an increase, just clear the warehouse.
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When Oracles Are No Longer Just 'Price Feeding Tools': Why I Am Reassessing the Underlying Value of APRO
After spending a long time in the on-chain world, you'll discover a very real problem:
What really determines whether a DeFi, RWA, or GameFi project can survive is often not how elaborately the white paper is written, but whether the data is reliable.
Are the prices correct? Is the liquidation accurate? Is the randomness genuine?
The answers to these questions almost all point to the same infrastructure—oracles.
When many people mention oracles, their first reaction is 'feeding prices.' But if you are still stuck at this level of understanding, you are likely underestimating what APRO is doing.
What really determines whether a DeFi, RWA, or GameFi project can survive is often not how elaborately the white paper is written, but whether the data is reliable.
Are the prices correct? Is the liquidation accurate? Is the randomness genuine?
The answers to these questions almost all point to the same infrastructure—oracles.
When many people mention oracles, their first reaction is 'feeding prices.' But if you are still stuck at this level of understanding, you are likely underestimating what APRO is doing.
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Yield Guild Games: When the 'players' implicit governance ability' starts to take effect, blockchain games finally no longer rely solely on rules to maintain order.
Many people talk about blockchain game governance, and the first reaction is DAO, voting, parameter modification, on-chain proposals. But if you have really participated in the life cycle of multiple blockchain games, you will find a real issue:
The vast majority of systems are not governed by rules, but are in fact governed by player behavior.
Rules are just boundaries,
What truly determines the direction of the ecosystem is how players collectively act within the boundaries.
The long-term value of YGG is reflected in a capability that is rarely explicitly stated but truly exists—
Players' implicit governance ability.
This is not the governance written in the contract,
The vast majority of systems are not governed by rules, but are in fact governed by player behavior.
Rules are just boundaries,
What truly determines the direction of the ecosystem is how players collectively act within the boundaries.
The long-term value of YGG is reflected in a capability that is rarely explicitly stated but truly exists—
Players' implicit governance ability.
This is not the governance written in the contract,
See original
The 21-point airdrop seems to be $AIOT
I don't know how many old coins will be issued this time, is it still 30u? $AIOT
I don't know how many old coins will be issued this time, is it still 30u? $AIOT
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The future AI will not ask 'Can I perform this task?', but rather 'Am I allowed to spend this money?' — Kite is building this judgment system.
In my opinion, the true turning point of the AI economy is not the emergence of AGI, not the freedom of computing power, nor the model's size in parameters, but a more realistic and fundamental question:
Before executing tasks, the agent actively checks 'Am I allowed to spend this money?'.
It sounds simple, but this is the key step for AI to transition from 'automation tool' to 'economic agent'.
For AI to possess such judgment, it must have three things:
Permission boundaries, budget frameworks, and liquidation rules.
But today's AI has none of these.
Before executing tasks, the agent actively checks 'Am I allowed to spend this money?'.
It sounds simple, but this is the key step for AI to transition from 'automation tool' to 'economic agent'.
For AI to possess such judgment, it must have three things:
Permission boundaries, budget frameworks, and liquidation rules.
But today's AI has none of these.
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The Myth of Getting Rich from Ethereum's 'Curve War' and the Imminent 'Liquidity War' Triggered by Lorenzo Protocol
In the long history of cryptocurrency, if there is a battle worth being repeatedly written into textbooks, it must be the 'Curve War' that erupted on Ethereum in 2021.
It was a war without gunpowder, yet filled with the scent of money. Major stablecoin projects (such as FRAX, UST, DAI) began to frantically purchase CRV tokens and lock them (veCRV) for voting, in order to achieve higher yield in their pools on Curve and attract more liquidity. Subsequently, the emergence of the 'nested doll' protocol Convex further pushed this battle to a climax.
It was a war without gunpowder, yet filled with the scent of money. Major stablecoin projects (such as FRAX, UST, DAI) began to frantically purchase CRV tokens and lock them (veCRV) for voting, in order to achieve higher yield in their pools on Curve and attract more liquidity. Subsequently, the emergence of the 'nested doll' protocol Convex further pushed this battle to a climax.
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Falcon Finance: Profit is not its selling point, 'sustainability' is its real ace.
I increasingly feel that the greatest value of Falcon Finance has never been the visible aspects, but rather those things that are overlooked by most protocols, yet truly determine longevity.
You will find that it does not revolve around the most favored metric in the industry - APY.
It revolves around three other more decisive words:
Structure, stability, sustainability.
In this market, the value of these three aspects far exceeds that of any short-term profits.
In this article, I want to present a deeper but more authentic perspective:
Falcon does not create a 'system that generates profits', but rather a 'system that can continue to generate profits after bearing risks'.
You will find that it does not revolve around the most favored metric in the industry - APY.
It revolves around three other more decisive words:
Structure, stability, sustainability.
In this market, the value of these three aspects far exceeds that of any short-term profits.
In this article, I want to present a deeper but more authentic perspective:
Falcon does not create a 'system that generates profits', but rather a 'system that can continue to generate profits after bearing risks'.
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When the on-chain world needs 'trustworthy facts': why I take APRO, this oracle, seriously
After spending a long time in the crypto market, you will slowly realize one thing:
Many projects do not fail due to code issues or consensus problems, but rather because of 'untrustworthy data.'
If the price is wrong, the liquidation will be wrong;
If the timestamp is slow, arbitrage will be consumed;
If the random number is manipulated, GameFi will only have the dealer left.
Oracles sound like an outdated track, but there aren't many projects that truly treat it as 'infrastructure.' APRO is one that I have been studying seriously recently.
@APRO Oracle is not a project that relies on slogans or jumps on the AI bandwagon; its logic is very engineering-oriented and embodies an 'engineer mindset': first solve why the data is untrustworthy, then talk about how to scale.
Many projects do not fail due to code issues or consensus problems, but rather because of 'untrustworthy data.'
If the price is wrong, the liquidation will be wrong;
If the timestamp is slow, arbitrage will be consumed;
If the random number is manipulated, GameFi will only have the dealer left.
Oracles sound like an outdated track, but there aren't many projects that truly treat it as 'infrastructure.' APRO is one that I have been studying seriously recently.
@APRO Oracle is not a project that relies on slogans or jumps on the AI bandwagon; its logic is very engineering-oriented and embodies an 'engineer mindset': first solve why the data is untrustworthy, then talk about how to scale.
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Don't be that pig gambling on luck at the windfall: How YGG Play became the ultimate winner in Web3 gaming through a platform strategy
In the investment circle, there is an old saying: When the gold rush comes, don't go dig for gold, go sell water, go sell jeans. This saying has been repeated so much, but very few can truly understand and execute it.
In the Web3 gaming track of 2025, this logic is still the golden rule.
We see countless new chain games launching every day, some focus on graphics, some focus on storyline, and some focus on high returns. Retail investors are like headless flies, rushing to this meme coin today, and that imitation tomorrow, and in the end, most of the funds are exhausted in frequent switching and being cut down. This is the cost of gambling on luck because the lifecycle of a single game is too short, short enough that before you can recoup your investment, the project team might have already run away.
In the Web3 gaming track of 2025, this logic is still the golden rule.
We see countless new chain games launching every day, some focus on graphics, some focus on storyline, and some focus on high returns. Retail investors are like headless flies, rushing to this meme coin today, and that imitation tomorrow, and in the end, most of the funds are exhausted in frequent switching and being cut down. This is the cost of gambling on luck because the lifecycle of a single game is too short, short enough that before you can recoup your investment, the project team might have already run away.
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No surprise this weekend, nor any announcement. Tomorrow is Monday, there should be an alpha airdrop, right?
#alpha
#alpha
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When Oracles Are No Longer Just 'Price Feeders': Why I Reassessed the Value Logic of APRO
In the perception of most traders, oracles are a low-profile infrastructure that, once something goes wrong, can lead to 'total loss'.
You usually don't care about it, but as soon as the price is manipulated once and the clearing logic goes awry once, the account will remind you with real money: the oracle has never been a minor character.
It is precisely because of this that the oracle sector has been evolving in 'slow variables' over the years. It lacks the explosive stimulation of memes, yet determines whether narratives like DeFi, RWA, and Prediction Market can truly take off.
Recently, I spent time re-examining APRO, a project positioned as an AI-enhanced Oracle. The more I dismantle the logic, the more I realize what it aims to solve is not actually 'faster pricing', but a more fundamental question: in the era of multi-chain + RWA + AI, whose data should we trust?
You usually don't care about it, but as soon as the price is manipulated once and the clearing logic goes awry once, the account will remind you with real money: the oracle has never been a minor character.
It is precisely because of this that the oracle sector has been evolving in 'slow variables' over the years. It lacks the explosive stimulation of memes, yet determines whether narratives like DeFi, RWA, and Prediction Market can truly take off.
Recently, I spent time re-examining APRO, a project positioned as an AI-enhanced Oracle. The more I dismantle the logic, the more I realize what it aims to solve is not actually 'faster pricing', but a more fundamental question: in the era of multi-chain + RWA + AI, whose data should we trust?
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Have you experienced the Ethereum DeFi Summer? Don't miss this round of the Bitcoin ecosystem's 'wealth creation express'.
As an old investor who has gone through three rounds of bull and bear markets, I often review late at night: why were we able to make more money in the summer of 2020, the so-called 'DeFi Summer', than we could ever spend in our lifetime?
Is it because we are smart? No. Is it because we are diligent? Also no. It is because even when we buy with our eyes closed, we hit a huge track that is about to explode.
That year, the assets on Ethereum were awakened by 'smart contracts', and liquidity surged like a flood, creating myths like Uniswap, Aave, and Curve.
Is it because we are smart? No. Is it because we are diligent? Also no. It is because even when we buy with our eyes closed, we hit a huge track that is about to explode.
That year, the assets on Ethereum were awakened by 'smart contracts', and liquidity surged like a flood, creating myths like Uniswap, Aave, and Curve.
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Falcon Finance: It is not about 'increasing returns', but about 'reducing the stupid risks you have to bear'
To be honest, after staying in this market for a long time, you will discover a harsh reality:
Most of the losses are not due to wrong judgments, but due to structural errors.
Direction can be wrong once, structure can be wrong once, and positions can be uprooted.
It is precisely because of this that I have come to increasingly understand the value of Falcon Finance during this period:
It is not about teaching you 'how to earn more', but about minimizing your exposure to unnecessary, uncontrollable, and invisible risks as much as possible.
Such protocols are never prominent during bull markets, but their importance will be infinitely magnified as the entire industry matures.
Most of the losses are not due to wrong judgments, but due to structural errors.
Direction can be wrong once, structure can be wrong once, and positions can be uprooted.
It is precisely because of this that I have come to increasingly understand the value of Falcon Finance during this period:
It is not about teaching you 'how to earn more', but about minimizing your exposure to unnecessary, uncontrollable, and invisible risks as much as possible.
Such protocols are never prominent during bull markets, but their importance will be infinitely magnified as the entire industry matures.
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How YGG Play Became a Super Publisher in the Web3 Consumer Era
In the past cycle, we have heard too many stories about infrastructure.
Every public chain boasts about how high its TPS is, and every Layer 2 talks about how low its gas fees are. Capital is frantically pouring into the infrastructure track, making the current Web3 seem like a deserted city filled with highways and skyscrapers. The roads are wide, the buildings are tall, but there are no people.
As a trader who has been watching the market for many years, I keenly sensed the shift in direction. The year 2025 will mark the year when the 'Fat Protocol' theory fails and value migrates en masse to the 'Application Layer'. We no longer need more roads; what we need are the cars running on the roads, which we commonly refer to as 'Consumer Crypto'.
Every public chain boasts about how high its TPS is, and every Layer 2 talks about how low its gas fees are. Capital is frantically pouring into the infrastructure track, making the current Web3 seem like a deserted city filled with highways and skyscrapers. The roads are wide, the buildings are tall, but there are no people.
As a trader who has been watching the market for many years, I keenly sensed the shift in direction. The year 2025 will mark the year when the 'Fat Protocol' theory fails and value migrates en masse to the 'Application Layer'. We no longer need more roads; what we need are the cars running on the roads, which we commonly refer to as 'Consumer Crypto'.
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Is it true that Binance Alpha is closing? What about many people's livelihoods? I can't go a day without checking it; if I don't, I feel empty inside.
I don't think it will close!
I don't think it will close!
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