Hello everyone, I am Penny.

Today, Binance announced that Talus Network (US) will open trading on Binance Alpha at 20:00 (UTC+8) on 2025/12/11, and will simultaneously launch a US token airdrop, with an initial threshold of 236 points. As a pioneer in new offerings, Penny has looked into this US project and found it to be of good caliber, so the Pan family can pay attention to it. For details, please refer to the information and analysis that Penny has compiled below.

Based on the currently disclosed information, $US has several obvious characteristics:

1️⃣ Binance Alpha heavy resource position = project level is not low

There are usually several types of projects that launch under Alpha:

1. Potential tech projects that Binance R&D is focusing on

2. Important ecosystem partners
3. Native tokens of new chains/new protocols

4. Future potential reserve projects for Launchpool/listing

This time US is treated as an Alpha independent asset + allocated independent airdrop, indicating its internal priority within Binance is not low.

In simple terms: this is Binance's standard action to test the popularity of new projects.

2️⃣ Airdrop threshold 236 → automatic adjustment downwards, is a typical 'drain high-quality users model'

Starting from 236 points actually means:

  • Alpha wants to attract highly active, high-level users

  • The project itself is not positioned as 'garbage investment,' but has certain thresholds and screening

The threshold automatically decreases every 5 minutes, which is typical:

  • Let high-point users grab first

  • Let mid to low users gradually participate

  • Locking Alpha liquidity and activity

  • This indicates that Binance wants to test the real value of the point system through US, rather than simply airdropping.

3️⃣ US is likely to be the 'base utility token' of the Talus ecosystem

Based on the previous project patterns of Alpha (like SAGA, BounceBit, Ethena in the early testing phase), US tokens may serve the following functions:

  • Network fees / Gas

  • Ecosystem governance

  • Node rewards / security incentives

  • On-chain application usage rights

Talus Network itself is more like focused on:

  • Lightweight chain

  • Scalable ecosystem

  • High-performance DApp infrastructure

  • The tokens of these projects usually correspond to 'ecosystem base coins.'

In other words: US may not be purely a meme, but rather a token with infrastructure attributes.

4️⃣ Binance will not casually promote a 'vaporware project'; US at least has a core narrative

Currently, there seem to be several most likely directions:

✔ New chain / new infrastructure direction (highest probability)

Because Binance Alpha has recently strongly promoted 'chain-level assets,' US's structure conforms.

✔ Ecosystem integration tokens / cross-application utility tokens

Somewhat similar to early BNB: first airdrop → then expand the ecosystem.

✔ New toolchain / modular direction (if linked to AI, DePIN, or gaming, then high growth rate)

No matter which type, they all have a common point: growth relies on ecosystem expansion, not speculation.

5️⃣ Significance to Alpha users

The launch of US means:

  • Alpha may enter a complete model of 'points → airdrop → listing'

  • User point value has been officially verified

  • Subsequent projects will reuse this mechanism

Based on historical experience:

  • $ETHFI

  • $PORTAL

  • $SAGA

  • $MANTA

  • These early tests appearing in the Binance system ultimately move towards high liquidity markets.

US may become Binance's next testing subject.

📌 Final judgment: US belongs to 'high-priority infrastructure-type new projects'

From the rules, launch methods, and Binance's operation rhythm, it can almost be confirmed:

US is not a vaporware coin, nor is it purely a meme.
It is more like a 'seed project for ecosystem-level base assets' cultivated by Binance.

Short-term outlook:

  • High airdrop enthusiasm

  • There may be preemptive volatility after trading starts

Long-term outlook:

  • Need to look at Talus Network's ecosystem expansion, partners, on-chain metrics

  • But the starting point is much higher than most small projects

For new projects, Penny only recommends short-term trading; the long-term direction depends on the project itself and market conditions, with many influencing factors.

📌 Short-term strategy: Suitable for operations within the same day or 48 hours

Common rhythm for the launch of new Alpha coins:

  1. First 5–15 minutes: Super volatility

  2. 15–60 minutes: Airdropped users concentrate on dumping

  3. 1–24 hours: Repricing to form a real support level

    Therefore, short-term strategies mainly revolve around 'not chasing highs + holding back on dips.'

Short-term profit-taking range (gradually taking profits)

🎯 +20%: Sell 30%-50%

🎯 +35%～50%: Sell until 20% remaining

🎯 +80%～120% (emotional eruption): All out

This is a common second wave of FOMO emotions for Alpha projects.

Short-term stop-loss mechanism

Consider stop-loss under the following conditions:

  • Dropped below the opening price -55%

  • And with no quick recovery (market shows no one is taking orders)

Otherwise, 'false breakdowns' are very common.