我不是暴龙啊
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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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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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A truly mature market will inevitably move towards asset management: why I continue to pay attention to the Lorenzo Protocol
The longer you stay in the crypto market, the more impatient you become with the phrase 'explosive growth'. It's not that you don't want to make money, but because you become increasingly aware of one thing: explosive growth addresses emotional issues, not survival issues. What truly determines whether you can stay in the market long-term is not whether you made the right bet once, but whether you have a stable, replicable asset management capability that can withstand cycles.
Many people attribute losses to 'poor market conditions', 'being targeted by big players', or 'bad luck', but to be honest, most failures are not accidental, but structural. Capital is highly concentrated, risks are without buffer, and sources of income are unclear. Such participation methods may be masked in a bull market, but once the market enters a period of oscillation or decline, the problems will be amplified infinitely.
Many people attribute losses to 'poor market conditions', 'being targeted by big players', or 'bad luck', but to be honest, most failures are not accidental, but structural. Capital is highly concentrated, risks are without buffer, and sources of income are unclear. Such participation methods may be masked in a bull market, but once the market enters a period of oscillation or decline, the problems will be amplified infinitely.
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12.13 Unlock I got 43, made 234 issues, how many did you get for completing 4 issues?
PIEVERS可以领取了
PIEVERS可以领取了
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Is the spring of Binance Alpha coming? Yesterday that one is now worth over 200 U, unfortunately, I forgot to grab it because my account didn't have enough points, my thigh is all bruised!
Today is the weekend and there is still no airdrop announcement, let's see if we can have a wave of old coins surprise attack.
Pieverse Boost task reward unlocked worth 28 U, unfortunately, no hedge was placed.
Remember to claim it at 19:00
$PIEVERSE
Today is the weekend and there is still no airdrop announcement, let's see if we can have a wave of old coins surprise attack.
Pieverse Boost task reward unlocked worth 28 U, unfortunately, no hedge was placed.
Remember to claim it at 19:00
$PIEVERSE
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Recently, the Web3 gaming sector has returned to the market spotlight, but there are actually not many projects worth trading.
Many so-called "emotional masterpieces" are more about storytelling: the IP is large, expectations are high, but the FDV is maxed out, unlocks are dense, and the chip structure is extremely unfriendly to retail investors. When the market fluctuates, participants often become the liquidity itself.
This is also why many established games peak upon launch but find it difficult to maintain a sustained trend.
In contrast, Audiera's structure is clearly different.
First, the initial circulation is low, with limited chips available for real trading in the market, making it easier for prices to complete games in actual buy and sell transactions, rather than being led by the rhythm of unlocks.
Second, it adopts a single-token model, with no complex dual-token consumption or inflationary flywheel, making the value capture path clear, and traders find it easier to form long-term expectations.
More importantly, Audiera is not "drawing a pie first, then looking for users."
It already has a real user base and generates continuous revenue, with part of the earnings used for token destruction. This means that the supply of BEAT is actually contracting, rather than relying on narrative promises for the future.
Because of these factors, even in a period of market fluctuations and changing emotions, the trading volume of $BEAT is still gradually increasing.
This is not driven by emotion but rather the market voting with real money.
The market is never foolish.
Assets with cash flow, users, and deflationary logic are the targets that traders are willing to enter and exit repeatedly, rather than just exchanging one story for another.
This is also why, among a bunch of high FDV game projects, $BEAT can continuously stay on the funding radar.
$BEAT #BEAT
Many so-called "emotional masterpieces" are more about storytelling: the IP is large, expectations are high, but the FDV is maxed out, unlocks are dense, and the chip structure is extremely unfriendly to retail investors. When the market fluctuates, participants often become the liquidity itself.
This is also why many established games peak upon launch but find it difficult to maintain a sustained trend.
In contrast, Audiera's structure is clearly different.
First, the initial circulation is low, with limited chips available for real trading in the market, making it easier for prices to complete games in actual buy and sell transactions, rather than being led by the rhythm of unlocks.
Second, it adopts a single-token model, with no complex dual-token consumption or inflationary flywheel, making the value capture path clear, and traders find it easier to form long-term expectations.
More importantly, Audiera is not "drawing a pie first, then looking for users."
It already has a real user base and generates continuous revenue, with part of the earnings used for token destruction. This means that the supply of BEAT is actually contracting, rather than relying on narrative promises for the future.
Because of these factors, even in a period of market fluctuations and changing emotions, the trading volume of $BEAT is still gradually increasing.
This is not driven by emotion but rather the market voting with real money.
The market is never foolish.
Assets with cash flow, users, and deflationary logic are the targets that traders are willing to enter and exit repeatedly, rather than just exchanging one story for another.
This is also why, among a bunch of high FDV game projects, $BEAT can continuously stay on the funding radar.
$BEAT #BEAT
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Decentralized USD: Structural Opportunities After Stablecoins Enter the 'Yield Competition Era'
Every time there is a new fluctuation in the stablecoin market, I reassess my asset allocation, especially when structural changes begin to appear on the yield side. The most obvious trend this year is that 'stablecoins are no longer just stable', but have been drawn into an increasingly aggressive, transparent, and competitive yield narrative. In this wave, Decentralized USD (USDD) is a project that I have recently studied seriously and indeed adjusted my holding strategy.
The reason for bringing USDD back to the forefront is not because it launched the so-called '2.0 upgrade' event, but rather due to the fundamental changes in the stablecoin industry over the past few months: regulation continues to advance, RWA expansion, on-chain capital return, and a significant increase in yield demand, while the interest rates of purely centralized stablecoins cannot keep pace. In other words, the market has given 'yield-bearing over-collateralized stablecoins' a real stage.
The reason for bringing USDD back to the forefront is not because it launched the so-called '2.0 upgrade' event, but rather due to the fundamental changes in the stablecoin industry over the past few months: regulation continues to advance, RWA expansion, on-chain capital return, and a significant increase in yield demand, while the interest rates of purely centralized stablecoins cannot keep pace. In other words, the market has given 'yield-bearing over-collateralized stablecoins' a real stage.
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Rejecting PVP Involution: An In-Depth Analysis of Why YGG Play Launchpad is the Only Positive-Sum Game Opportunity for Retail Investors in This Bull Market
I don't know if everyone has recently felt that, although the market is rising, making money is becoming increasingly difficult.
The crypto market in 2025 has completely turned into a brutal gladiatorial arena. We call it the PVP (Player vs. Player) mode. In the dog coin market, scientists buy in one second and dump in three seconds; in the secondary market, institutions use quantitative robots to harvest the emotions of retail investors. As a retail investor, if you don't have tens of millions in funds and millisecond-level internet speed, surviving in this market of mutual slaughter is as difficult as climbing to the sky.
That's why I've been looking for opportunities in 'asymmetric games' lately. The so-called asymmetry means very low risk (mainly time cost) but potentially high returns.
The crypto market in 2025 has completely turned into a brutal gladiatorial arena. We call it the PVP (Player vs. Player) mode. In the dog coin market, scientists buy in one second and dump in three seconds; in the secondary market, institutions use quantitative robots to harvest the emotions of retail investors. As a retail investor, if you don't have tens of millions in funds and millisecond-level internet speed, surviving in this market of mutual slaughter is as difficult as climbing to the sky.
That's why I've been looking for opportunities in 'asymmetric games' lately. The so-called asymmetry means very low risk (mainly time cost) but potentially high returns.
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When speculation recedes, professionalism begins to become valuable: Lorenzo Protocol is doing something counterintuitive yet correct.
If you've been in the crypto market long enough, you will definitely have a clear feeling: this market is not short of opportunities; what is lacking is the ability to 'retain' those opportunities.
Many people seem to have grasped a lot of hotspots after a round of market trends, but their accounts remain stagnant. The reason is not complicated—often the money earned is quickly lost again at an even faster rate.
This is not about the ineffectiveness of technical analysis, nor is it a lack of information, but rather a more fundamental issue:
Most people have never truly managed 'assets' as assets.
In an emotionally driven market, speculation can mask structural problems;
Many people seem to have grasped a lot of hotspots after a round of market trends, but their accounts remain stagnant. The reason is not complicated—often the money earned is quickly lost again at an even faster rate.
This is not about the ineffectiveness of technical analysis, nor is it a lack of information, but rather a more fundamental issue:
Most people have never truly managed 'assets' as assets.
In an emotionally driven market, speculation can mask structural problems;
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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 those visible aspects, but those often overlooked by most protocols, which truly determine longevity.
You will find that it does not focus on the most favored metric in the industry – APY – from beginning to end.
It focuses on three other more decisive words:
Structure, stability, sustainability.
In this market, the value of these three aspects far exceeds any short-term gains.
In this article, I want to discuss a deeper, yet more authentic perspective:
Falcon is not a "profit-generating system," but rather a "system that can continue to generate profits after bearing risks."
You will find that it does not focus on the most favored metric in the industry – APY – from beginning to end.
It focuses on three other more decisive words:
Structure, stability, sustainability.
In this market, the value of these three aspects far exceeds any short-term gains.
In this article, I want to discuss a deeper, yet more authentic perspective:
Falcon is not a "profit-generating system," but rather a "system that can continue to generate profits after bearing risks."
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APRO's true moat is transforming 'trustworthy execution' from a function into a set of reusable underlying capabilities.
During this period, I increasingly feel a change as I write more:
The competitive focus of the BTC ecosystem is shifting from 'who has the most aggressive scaling solution' to 'who can provide the most stable and trustworthy execution path.'
In other words, the future victory or defeat will not depend on 'how fast the calculations are,' but on 'how accurate the calculations are and whether they can be audited.'
The position of APRO happens to fall on the most critical breakpoint of this future.
Why is this called a breakpoint?
Because it determines whether all upper-layer protocols—AI, RWA, cross-chain, L2, clearing, automated strategies—can truly enter the institutional-level application stage.
The competitive focus of the BTC ecosystem is shifting from 'who has the most aggressive scaling solution' to 'who can provide the most stable and trustworthy execution path.'
In other words, the future victory or defeat will not depend on 'how fast the calculations are,' but on 'how accurate the calculations are and whether they can be audited.'
The position of APRO happens to fall on the most critical breakpoint of this future.
Why is this called a breakpoint?
Because it determines whether all upper-layer protocols—AI, RWA, cross-chain, L2, clearing, automated strategies—can truly enter the institutional-level application stage.
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The critical point of AI economy is not model breakthroughs, but when 'the chain allows agents to independently complete a correct payment'.
Have you noticed a phenomenon:
The top models today can write code, reason, manipulate files, and even manage workflows, but they still cannot complete the most basic economic behavior -
independently and securely complete a payment.
Not because it is not smart, but because the underlying rules are simply not ready for it.
Traditional chains only understand two roles:
Human users, smart contracts.
But AI is not any of these; it lies between 'executor' and 'economic participant'.
It will call frequently, actively trigger operations, initiate task chains, does not need UI, will not wait for human confirmation, has no self-restraint, and has no risk awareness.
The top models today can write code, reason, manipulate files, and even manage workflows, but they still cannot complete the most basic economic behavior -
independently and securely complete a payment.
Not because it is not smart, but because the underlying rules are simply not ready for it.
Traditional chains only understand two roles:
Human users, smart contracts.
But AI is not any of these; it lies between 'executor' and 'economic participant'.
It will call frequently, actively trigger operations, initiate task chains, does not need UI, will not wait for human confirmation, has no self-restraint, and has no risk awareness.
🎙️ 今天你做空了吗？赚麻了吗？
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$RAVE Today's big Mao airdrop, 230 points within 5 minutes can't be claimed
It's already 120 dollars now, have you all claimed it?
I said before that alpha looks promising in the coming week
It's already 120 dollars now, have you all claimed it?
I said before that alpha looks promising in the coming week
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