duangduangduang, #ALPHA Monthly yield analysis is here. We all know that October was terrible, and November is even worse. Let's see just how bad it is.

First, let's look at the summary version.

  1. The total airdrop yield for the entire November was around 1100u, with the average score threshold reaching 239 points, and the average yield being 34U, meaning each account can receive 4 times, which is 102U per account. Tears are flowing here. 😭

  2. The alpha army has surpassed 550,000 people. As profits approach zero, the number of participants has gradually stabilized at 300,000, which is nearly double the number in August and September.

  3. With a pessimistic market environment, project parties are reluctant to launch at this time. Therefore, Binance has taken measures to control average yields, limiting the emergence of large amounts. For a whole month, there were 0 cases over 100U, and only 3 cases over 50U, while the rest were small amounts around 30U, barely maintaining the wear and tear of score grinding.

  4. There hasn't been a single TGE this month, so there are no statistics by category.

  5. The returns from spot trading with alpha are still higher than just using alpha alone. If the claiming time is similar, one can wait for spot trading.

Supplement:

There has been almost no project research and analysis this month, as whether to research or not, it's all 30U.

Sub-item analysis

  1. Airdrop occurrences were 32 times, 13 times less than in October. Big sum 0, with those under 50U accounting for 90%.

  2. Total amount 1108U, down 61% compared to October.

    1. A single account received about 102U, wear and tear 1.8*30 = 54U, about a month's return of 48U. I believe my brothers are not missing out; if you take advantage once, you can brush through a whole month.

    2. The average points threshold has risen from 214 to 239, meaning if it's 2+15, one can receive 2 per cycle, and up to 4 in a month.

  3. Looking at the monthly return curve, compared to the dismal October, November's returns have again decreased by 61%, quite pitiful.

  4. Let's take a look at the daily returns and points trend.

    1. Returns are almost maintained around 30U, with the highest returns only reaching 70.

    2. The points threshold has reached 240 points, and in the latter half of the month, there have been no less than 240.

  5. The highest return $GUA 70.6U, the lowest return $BOB 17.7U, with the highest points requirement at 256 points and the lowest at 220 points.

  6. The number of participants in the event, as can be seen from $ALLO, could have been a large sum but was divided into nearly 300,000 parts, turning a big sum into a small sum. This shows Binance's helplessness; the number of participants is just too many.

  7. Comparison of spot and contract labels. The returns from spot trading on the same day are still a bit more, but there are only 2 in a month, slightly more than those using only alpha and contracts.

There has been almost no project research and analysis this month, as whether to research or not, it's all 30U.