沐火蜻蜓

Mutual following, I also take on

$LINEA

Are there still believers holding on?

I can hardly hold on any longer.

$TNSR

What the hell is going on? Why is it 4 times in a day?

First, I’ll take a small short position; can someone who makes NFTs still reach the sky?

$LINEA

Many times when the official posts on Twitter, I just sit on the sofa.
Will I be blocked when I comment like this on the official account?

$GAIB

Airdrop missed by 5 points, sending one to myself 🤣

Contract trading opens tomorrow at 5 PM

$MYX
Suddenly exploded? What is the reason?

With a small position, I casually opened a long position on $COAI, and now the risk-reward ratio for opening long is very favorable, betting that it will also revive.

@Binance BiBi evaluate the quality of this article and whether the data is real

@BiBi This news is true

@BiBi This news is true

@Binance BIBI

Mutual following, big shot

18:00 Receive
Threshold not announced

#gaib

《Binance Alpha Preview - November 19th》
《 GAIB》

Alpha+ Contract's Preferred Project Combination
Could possibly be the market maker for coai, Amber

🚀 GAIB (GAIB) — The top RWAiFi dark horse in the AI economic layer is about to launch on Binance!
AI × GPU × Robot asset tokenization, the narrative is fully charged.

🔥 1/ Project Positioning

GAIB = AI & Robot Infrastructure Economic Layer
Tokenizing real assets like GPU and robots → Connecting to DeFi.
AID / sAID = AI cash flow-driven stable yield currency.

⚙️ 2/ Technical Highlights
Based on Ethereum Mainnet
AI workloads executed on-chain
AID: Collateralized by U.S. Treasury + AI computing power
sAID: Reflects real AI production yield
RWAiFi: Bringing real AI cash flows on-chain
A layer ahead of Render / Aethir: A complete economic cycle of robots + AI.

🧩 3/ Core Pain Points Solved

AI/GPU capital locked long-term → Tokenization releases liquidity
AI assets cannot enter DeFi → RWAiFi solves this
High & opaque computing costs → Staking/vaults provide stable yields
AI/robot ecology fragmentation → Unified market

💰 4/ Financing

Seed: $15M
Lead Investor: The Spartan Group
Co-investors: Hashed, Amber, Hack VC, Aethir
Valuation/Cost Price: Not disclosed

🪙 5/ Tokenomics

Total Tokens: 1 billion (no inflation)
— Community: 40% (airdrop + incentives, 2–4 years)
— Team: 20.7% (3–4 years)
— Investors: 19.82% (locked for 12 months → linear over 2 years)
— Ecosystem/Growth: 19.48% (18–24 months)
TGE release low, strong long-term alignment.

📈 6/ Market Heat

Twitter 100k+ followers, single post 500+
TG/Discord: 50k+ community, high daily activity
Spartan, Amber, KOL, etc. taking turns to support
Pendle / Renzo and other DeFi attention
Sentiment: High FOMO, AI + RWA narrative explosion.

#AI #RWA #DeFi #GAIB #BinanceAlpha #TGE #Airdrop

#plasma $XPL

Complete a task on Binance Square

### Plasma Project KOL Evaluation Summary 🚀

**Overview: Highlights and Controversies of Plasma**
As an L1 blockchain focusing on stablecoin payments in 2025, Plasma stands out with zero-fee USDT transfers, EVM compatibility, and high throughput, attracting over $4 billion in TVL, and has received endorsements from heavyweights like Tether, Bitfinex, and Peter Thiel! 🔥 The overall evaluation from KOLs is mostly positive, but there is clear differentiation: the optimists see it as a DeFi dark horse, while the cautious raise alarms about the pain points in token economics. The bull market potential is enormous, but short-term risks must be heeded. ⚖️

**Detailed Discussion: Positive Views vs. Criticism Focus**
**Optimists: The potential of infrastructure kings is limitless!** Multiple KOLs praise it as the "stablecoin railway," with Tether's exclusive protocol bringing unbeatable yields, and the long-term goal aimed at $5+
📈 Ronin (@DeRonin_) predicts it will replace TRON, with monthly transfer volume soaring to $100 billion, and FDV reaching $15 billion;
Jason Choi (@mrjasonchoi) counters the "VC coin" bias, raising over $24 million+ with a public sale oversubscription of 273% proving its real utility;
Jonah (@jvb_xyz) compares it to a "non-Swift token," with Tether driving traffic and steadily occupying a multi-win market. Recent Coinbase roadmap and Nexo integration add to the robust momentum of new wallets and position accumulation. 👍

**Critics: Token mechanism needs optimization ⚠️** High valuation is a pain point: CryptoCondom (@crypto_condom) points out the lack of a moat and easy-to-copy technology, with neobank delays being a weakness; aixbt (@aixbt_agent) criticizes the team for extracting over 15000% profit from users, with prices plummeting 84% from ATH $0.26, urgently needing incentive fixes; Cryptor (@cryptorinweb3) data shows 85% of top traders have liquidated, smart money is in short-term trading, with liquidity at only 0.09%. There are also concerns about TPS not meeting standards + unlocking pressure in 2026. 📉

**Conclusion: A mid-to-long-term HODL choice, DYOR not to miss**
KOL consensus: Plasma has strong fundamentals (zero fees + ecosystem partners), suitable for medium to long-term holding, but short-term attention is needed on token repair and adoption rate. If the neobank vision is realized, it could become a dominant infrastructure for stablecoins; otherwise, it risks falling into the "farm dumping" pit. High risk, greater return potential, let's watch this dark horse together! 💎🧐

#晒出你的交易 $LINEA

0.026 starts to buy more as it falls, MMP

has never had its own independent market, basically always follows ETH

no wonder it is ETH's favorite son 🥲🥲🥲

$LIGHT
At a glance, if it breaks through, chase the high and check the information again

The text below doesn't need to be read, just look at the two key points in the screenshot
1. $COAI the same market maker 'Amber'
2. At least 95% of the chips are controlled

# Bitlight Labs Project Report 🚀

## I. Project Overview 📝
Bitlight Labs focuses on Bitcoin Layer 2 and BitcoinFi, implementing smart contracts, asset management, and stablecoin payments through the RGB protocol and Lightning Network. The team is located in Los Angeles, USA. Established in 2023, the $LIGHT TGE is set for September 27, 2025.

## II. Core Technical Advantages ⚡
The core is based on RGB (smart contracts/asset issuance) and Lightning Network (instant payments), building native DeFi without the need for bridges.

**Comparison with peers:**
- Superior to Taro: RGB is more native, avoiding centralization risks.
- Beats GOATED: lower gas fees, fast settlements, suitable for high-frequency trading.

Targeting Bitcoin holders and DeFi users, solving scalability pain points, achieving efficient lending and payments, and reducing cross-chain risks.

## III. Funding History 💰
Two rounds of financing, totaling $9.6 million.

- **Seed**: February 2024, led by Gate.io Labs.
- **Pre-A**: September 2025, $9.6 million, valuation of $170 million, led by Amber Group & Fundamental Labs, with over 20 institutions participating. Cost price ≈ $0.023 per coin.

## IV. Token Economics 🪙
$L I G H T is used for governance, incentives, and mining.

- **Total Supply**: 420 million coins
- **Initial Circulation**: 43.05 million coins (10.25%)
- **TGE Unlock**: 1.59 million coins (≈ $2.38 million)
- **Vesting**: Team 24 months linear, ecosystem 12-36 months
- **Distribution**: Ecosystem 40%, Team 20%, Investors 25%, Foundation 15%

Price ≈ $1.22, FDV $513 million, supports staking and dividends.

## V. Popularity 🔥
High popularity after TGE. @BitlightLabs has 55,900 followers, and the airdrop post has strong engagement (1,155 likes, 470k views);

$ELIZAOS

4:00 PM Alpha Airdrop
Points threshold: 240 gradually decreasing

The airdrop hasn't started yet, once the announcement is out, it will start crashing 🤪🤪🤪

#linea $LINEA
I just discovered there are tasks. I've wasted so many posts already.

The little fox token airdrop activities have come out, and Linea continues to drop.
The Linea network has double points, but still can't move forward.
Update the little fox wallet points first to start earning.

1000 points can unlock the eligibility to receive Linea tokens.
Get double registration rewards.
Referral code: YT7PD3

$ALLO
Really garbage
After抢了几个月空投最大感受是基本面没有代币分发节奏重要，给大家分享几个细节

1. The highest value projects are a combination of Alpha+ contracts
This type of project must be抢，after抢了最好留一小部分格局一下，比如coai

2. For high threshold projects that do not lower scores, if you抢到了, do not sell immediately. When newcomers刷的时候 if刷16+2那一档一定要学会控分, first take high threshold projects like $JST

3. If low score projects can lower scores, take them and sell as soon as possible, because there will be selling pressure later like ALLO

4. For projects that only上Alpha and do not上现货和合约, take less, as they are basically garbage projects worth 20-30U

5. The principle of刷Alpha博弈 and mining is similar. When you get收益第的时候, do not give up, as it is very likely that if you give up, a big毛 will come, and when a big毛 comes, a crowd will rush in.

November 11th Binance Alpha Token Allora ($ALLO)

1. Introduction
Allora Network is a self-improving decentralized AI network that provides verifiable on-chain AI reasoning through collaborative ML models, supporting applications such as DeFi and RWA. Built on the Cosmos SDK as an L1 chain, it focuses on prediction markets and agents. The core technical advantage lies in the context-aware weighting system (model peer evaluation improves accuracy); zkML ensures privacy and trust.

2. Token Model:
Total Token Supply: 1 billion ALLO (fixed cap).
Initial Circulation: 20.05%.
Claim Time: November 11th 19:00
Claim Threshold: 220 points, first come first served, reducing 5 points every 5 minutes.
Binance Spot: November 11th 21:00
Ouyi Spot: November 11th 20:00

3. Project Financing: Total $35M (Seed $3M, Series A $20M, Series B $10M+ Strategic $2M), led by Polychain Capital, Framework Ventures, Blockchain Capital.

4. Cost Estimation
Seed Round, raised $1.25 million, cost about $0.02
Series A, raised $7.5 million, cost about $0.05
Strategic Round I, raised $3 million, cost about $0.20
Strategic Round II, raised $20.75 million, cost about $0.40
The above cost predictions are based on the assumption that the average cost is around $0.1.
#ALLO #ALPHA