Yinan 以南
分享关于Web3的最新动态、实用教程、项目案例分析和行业前沿洞察。Twitter：@Yinan_on | Vx：yinan_cycle
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Dos 56 acordos com receita mensal superior a 1 milhão de dólares, 17 não emitiram tokens!
Desde que haja fluxo de caixa suficiente, não há necessidade de emitir tokens.
Tether → Sem token
Circle → Sem token
Axiom → Sem token
Phantom → Sem token
Photon → Sem token
EdgeX → Sem token
Meteora → Sem token
Trojan → Sem token
Coinbase wallet → Sem token
Base → Sem token
GMGM → Sem token
Uniderp → Sem token
Maestro → Sem token
Bloom → Sem token
BullX → Sem token
DEXScreener → Sem token
BonkBot → Sem token
Desde que haja fluxo de caixa suficiente, não há necessidade de emitir tokens.
Tether → Sem token
Circle → Sem token
Axiom → Sem token
Phantom → Sem token
Photon → Sem token
EdgeX → Sem token
Meteora → Sem token
Trojan → Sem token
Coinbase wallet → Sem token
Base → Sem token
GMGM → Sem token
Uniderp → Sem token
Maestro → Sem token
Bloom → Sem token
BullX → Sem token
DEXScreener → Sem token
BonkBot → Sem token
On-chain #ALPHA 🔥 Data (8/5)
Total number of people scoring on the 4th: 64,660; compared to the 3rd: 64,554, an increase of 106 people
The most scored rank yesterday was 15 points, followed by 14 points
The most traded token now is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
Total number of people scoring on the 4th: 64,660; compared to the 3rd: 64,554, an increase of 106 people
The most scored rank yesterday was 15 points, followed by 14 points
The most traded token now is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
On-chain #ALPHA 🔥 Data (7/29)
Total number of participants on the 28th: 82,069; compared to the 27th: 83,637, a decrease of 1,568 people
The most common score brushed yesterday was 15 points, followed by 14 points
The most brushed token now is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
Total number of participants on the 28th: 82,069; compared to the 27th: 83,637, a decrease of 1,568 people
The most common score brushed yesterday was 15 points, followed by 14 points
The most brushed token now is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
Da 'Ar' ao 'Fluxo de Caixa': A Ascensão dos Tokens de Utilidade Após a Explosão da Bolha de VC
No início de 2025, com a liquidez do mercado secundário se contraindo, muitas altcoins impulsionadas por 'histórias + airdrops' foram impiedosamente desinflacionadas.
Incontáveis altcoins continuam a cair, atingindo novos mínimos — enquanto isso, a participação de mercado do Bitcoin subiu para 62,1%, o maior nível em cinco anos, e o índice da temporada de altcoins chegou a um mínimo histórico de 4 pontos em maio de 2023.
No entanto, tokens 'de utilidade' como Uniswap (UNI), Aave (AAVE), Pendle (PENDLE) e Hyperliquid (HYPE) estão atraindo capital em contracorrente, com preços e receitas on-chain subindo simultaneamente.
Eles têm uma característica comum: fluxo de caixa de protocolo real e auditável, que retorna valor aos detentores de tokens através de recompra, divisão de lucros ou staking.
Incontáveis altcoins continuam a cair, atingindo novos mínimos — enquanto isso, a participação de mercado do Bitcoin subiu para 62,1%, o maior nível em cinco anos, e o índice da temporada de altcoins chegou a um mínimo histórico de 4 pontos em maio de 2023.
No entanto, tokens 'de utilidade' como Uniswap (UNI), Aave (AAVE), Pendle (PENDLE) e Hyperliquid (HYPE) estão atraindo capital em contracorrente, com preços e receitas on-chain subindo simultaneamente.
Eles têm uma característica comum: fluxo de caixa de protocolo real e auditável, que retorna valor aos detentores de tokens através de recompra, divisão de lucros ou staking.
$BR Once again, the number of participants has plummeted after the net was cast~
Today's #ALPHA🔥 data (7/23)
On the 22nd, the total number of participants was 133,671; compared to 168,702 on the 21st, there are 35,301 fewer participants
Yesterday, the most common score was 15 points, followed by 14 points
Currently, the most traded token is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
Today's #ALPHA🔥 data (7/23)
On the 22nd, the total number of participants was 133,671; compared to 168,702 on the 21st, there are 35,301 fewer participants
Yesterday, the most common score was 15 points, followed by 14 points
Currently, the most traded token is $KOGE, followed by $BR
#币安Alpha #BinanceAlpha Data source @ethan714
4年前的今天，胖企鹅 @pudgypenguins 以0.03 E公平发射。
当时的ETH 2000 U出头，1张大企鹅成本60 U，后续还空投了小企鹅和鱼竿。
如今，大企鹅地板15.5 E，小企鹅1.67 E，鱼竿0.6 E，三者共计17.77 E，折合6.66万U。
在企鹅TGE时，单组NFT（大、小企鹅+鱼竿）大约空投200万枚 $PENGU ，目前价值8.4万U。
在不考虑外部项目（DYM、ZK、L0等）空投的情况下，假如你在4年前投入60U，如今已经手握15万U，折合人民币100多万，投资回报率高达2500倍。
同期的BTC涨幅为268%，ETH涨幅仅有82%。 从60U到15万U，你只需上车并坚定持有。
当时的ETH 2000 U出头，1张大企鹅成本60 U，后续还空投了小企鹅和鱼竿。
如今，大企鹅地板15.5 E，小企鹅1.67 E，鱼竿0.6 E，三者共计17.77 E，折合6.66万U。
在企鹅TGE时，单组NFT（大、小企鹅+鱼竿）大约空投200万枚 $PENGU ，目前价值8.4万U。
在不考虑外部项目（DYM、ZK、L0等）空投的情况下，假如你在4年前投入60U，如今已经手握15万U，折合人民币100多万，投资回报率高达2500倍。
同期的BTC涨幅为268%，ETH涨幅仅有82%。 从60U到15万U，你只需上车并坚定持有。
总量是10亿，写错了，不好意思~
.@Aspecta Protocol $ASP 一会在自己平台盘前TGE，可以关注一下！
▪️ 白名单轮：7：00-7：15
▪️ 公开论：7：15至 7月24号结束
------
▪️ 项目代币总量：10B
▪️ 自己平台TGE：0.7%
▪️ OKX 直通车：0.1%
▪️ 币安 Alpha：未知
------
▪️TGE FDV：3000万
▪️融资：350万以及币安未披露部分
▪️初始流通：不清楚，预计 20%左右
----
▪️团队：华人团队
▪️项目性质：盘前交易市场，launchpad类型
-------
开盘以3000万市值FDV买进去基本是赚的。
如果按20%的初始流通计算，也就是600万的初始流通市值，下限参考 Binance Alpha 我觉得1000万的初始流通是没啥问题的；上限的话，我们需要有一些参考的标的
以前的launchpad龙头项目 @daomaker 和 @polkastarter 分别为3500万和2100万的FDV，虽然市场情况还有周期还有热度不一样了，新项目有热度情绪效应，所以我觉得还是可以把$ASP初始流通和这两个项目的FDV作为上限参考。
------
1Key=12 $ASP =0.36U =3000万FDV
假设20%初始流通，MC为2100万，则FDV为1.05亿此时Key的价格=1.26U
也就是说我的 $ASP 价格参考范围为0.36-1.26，价格越靠近下限越好，越靠近上限就越没性价比了！
如果我预期是获得翻倍的收益，那么KEY的价格就需要1key 低于 $0.63，具体看情况参与
以上就是我对这个项目的一些想法，如果你有不一样的看法，欢迎评论区交流~
#BinanceAlpha #ALPHA
▪️ 白名单轮：7：00-7：15
▪️ 公开论：7：15至 7月24号结束
------
▪️ 项目代币总量：10B
▪️ 自己平台TGE：0.7%
▪️ OKX 直通车：0.1%
▪️ 币安 Alpha：未知
------
▪️TGE FDV：3000万
▪️融资：350万以及币安未披露部分
▪️初始流通：不清楚，预计 20%左右
----
▪️团队：华人团队
▪️项目性质：盘前交易市场，launchpad类型
-------
开盘以3000万市值FDV买进去基本是赚的。
如果按20%的初始流通计算，也就是600万的初始流通市值，下限参考 Binance Alpha 我觉得1000万的初始流通是没啥问题的；上限的话，我们需要有一些参考的标的
以前的launchpad龙头项目 @daomaker 和 @polkastarter 分别为3500万和2100万的FDV，虽然市场情况还有周期还有热度不一样了，新项目有热度情绪效应，所以我觉得还是可以把$ASP初始流通和这两个项目的FDV作为上限参考。
------
1Key=12 $ASP =0.36U =3000万FDV
假设20%初始流通，MC为2100万，则FDV为1.05亿此时Key的价格=1.26U
也就是说我的 $ASP 价格参考范围为0.36-1.26，价格越靠近下限越好，越靠近上限就越没性价比了！
如果我预期是获得翻倍的收益，那么KEY的价格就需要1key 低于 $0.63，具体看情况参与
以上就是我对这个项目的一些想法，如果你有不一样的看法，欢迎评论区交流~
#BinanceAlpha #ALPHA
.@Aspecta Protocol $ASP 一会在自己平台盘前TGE，可以关注一下！
▪️ 白名单轮：7：00-7：15
▪️ 公开论：7：15至 7月24号结束
------
▪️ 项目代币总量：10B
▪️ 自己平台TGE：0.7%
▪️ OKX 直通车：0.1%
▪️ 币安 Alpha：未知
------
▪️TGE FDV：3000万
▪️融资：350万以及币安未披露部分
▪️初始流通：不清楚，预计 20%左右
----
▪️团队：华人团队
▪️项目性质：盘前交易市场，launchpad类型
-------
开盘以3000万市值FDV买进去基本是赚的。
如果按20%的初始流通计算，也就是600万的初始流通市值，下限参考 Binance Alpha 我觉得1000万的初始流通是没啥问题的；上限的话，我们需要有一些参考的标的
以前的launchpad龙头项目 @daomaker 和 @polkastarter 分别为3500万和2100万的FDV，虽然市场情况还有周期还有热度不一样了，新项目有热度情绪效应，所以我觉得还是可以把$ASP初始流通和这两个项目的FDV作为上限参考。
------
1Key=12 $ASP =0.36U =3000万FDV
假设20%初始流通，MC为2100万，则FDV为1.05亿此时Key的价格=1.26U
也就是说我的 $ASP 价格参考范围为0.36-1.26，价格越靠近下限越好，越靠近上限就越没性价比了！
如果我预期是获得翻倍的收益，那么KEY的价格就需要1key 低于 $0.63，具体看情况参与
以上就是我对这个项目的一些想法，如果你有不一样的看法，欢迎评论区交流~
#BinanceAlpha #ALPHA
▪️ 白名单轮：7：00-7：15
▪️ 公开论：7：15至 7月24号结束
------
▪️ 项目代币总量：10B
▪️ 自己平台TGE：0.7%
▪️ OKX 直通车：0.1%
▪️ 币安 Alpha：未知
------
▪️TGE FDV：3000万
▪️融资：350万以及币安未披露部分
▪️初始流通：不清楚，预计 20%左右
----
▪️团队：华人团队
▪️项目性质：盘前交易市场，launchpad类型
-------
开盘以3000万市值FDV买进去基本是赚的。
如果按20%的初始流通计算，也就是600万的初始流通市值，下限参考 Binance Alpha 我觉得1000万的初始流通是没啥问题的；上限的话，我们需要有一些参考的标的
以前的launchpad龙头项目 @daomaker 和 @polkastarter 分别为3500万和2100万的FDV，虽然市场情况还有周期还有热度不一样了，新项目有热度情绪效应，所以我觉得还是可以把$ASP初始流通和这两个项目的FDV作为上限参考。
------
1Key=12 $ASP =0.36U =3000万FDV
假设20%初始流通，MC为2100万，则FDV为1.05亿此时Key的价格=1.26U
也就是说我的 $ASP 价格参考范围为0.36-1.26，价格越靠近下限越好，越靠近上限就越没性价比了！
如果我预期是获得翻倍的收益，那么KEY的价格就需要1key 低于 $0.63，具体看情况参与
以上就是我对这个项目的一些想法，如果你有不一样的看法，欢迎评论区交流~
#BinanceAlpha #ALPHA
Today #ALPHA Data (7/20)
The total number of people who scored on the 18th is 173,548; compared to the 17th's 173,577, there are 29 fewer people
The most common score yesterday was 15 points, followed by 14 points
The most used token now is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
The total number of people who scored on the 18th is 173,548; compared to the 17th's 173,577, there are 29 fewer people
The most common score yesterday was 15 points, followed by 14 points
The most used token now is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
The number of people has increased again?
Today #ALPHA data (7/20)
On the 18th, the total number of people刷分 was 173,577; compared to 171,911 on the 17th, an increase of 1,666 people
Yesterday, the most刷分 rank was 15 points, followed by 14 points
Now the most刷分 token is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
Today #ALPHA data (7/20)
On the 18th, the total number of people刷分 was 173,577; compared to 171,911 on the 17th, an increase of 1,666 people
Yesterday, the most刷分 rank was 15 points, followed by 14 points
Now the most刷分 token is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
Brothers, it's a bit difficult to grab now!!!
Today's #ALPHA data (7/19)
On the 18th, the total number of people who brushed points was 171,911; compared to the 17th's 171,399, there were 512 more people
The most common score brushed yesterday was 15 points, followed by 14 points
The most brushed token now is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
Today's #ALPHA data (7/19)
On the 18th, the total number of people who brushed points was 171,911; compared to the 17th's 171,399, there were 512 more people
The most common score brushed yesterday was 15 points, followed by 14 points
The most brushed token now is still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
🗓️Yesterday I bought some @TakerProtocol Key on the @aspecta_ai platform for $4.8, now it’s $6.89. The project is launching at 6 PM today #BinanceAlpha
💡Why did I buy it? My thoughts are as follows👇
1️⃣Project fundamentals
▪️BTC ecosystem project, currently the BTC ecosystem is not very active
▪️Chinese team, the project itself is generally okay
▪️Upcoming exchanges: MEXC, Gate, Binance Alpha
2️⃣Project valuation
▪️At this time, the Key price is about $4.8 based on public token economics (if parameters remain unchanged) ➡️ Initial circulation ≈ 17 %
▪️Estimation of initial circulating market value is about $10 M+
3️⃣Historical comparison (10+ period Binance Alpha direct airdrop projects)
▪️Although most have obvious pullbacks, currently circulating market value < $10 M only $TALE $RCADE
▪️Only $TALE opened below $10 M
✍️Conclusion
▪️Buying @TakerProtocol at $4.8, estimated loss probability is relatively small;
4️⃣Another estimation approach
Wait for @BinanceWallet to announce the airdrop quantity, then use "each airdrop ≈ $X" to roughly calculate the token price as a reference. (At the time of writing, Binance has not yet announced the details)
📌The general thought process is as above. Feel free to share more interesting projects in the comments, let’s learn together!🚀 #alpha上新 #ALPHA
💡Why did I buy it? My thoughts are as follows👇
1️⃣Project fundamentals
▪️BTC ecosystem project, currently the BTC ecosystem is not very active
▪️Chinese team, the project itself is generally okay
▪️Upcoming exchanges: MEXC, Gate, Binance Alpha
2️⃣Project valuation
▪️At this time, the Key price is about $4.8 based on public token economics (if parameters remain unchanged) ➡️ Initial circulation ≈ 17 %
▪️Estimation of initial circulating market value is about $10 M+
3️⃣Historical comparison (10+ period Binance Alpha direct airdrop projects)
▪️Although most have obvious pullbacks, currently circulating market value < $10 M only $TALE $RCADE
▪️Only $TALE opened below $10 M
✍️Conclusion
▪️Buying @TakerProtocol at $4.8, estimated loss probability is relatively small;
4️⃣Another estimation approach
Wait for @BinanceWallet to announce the airdrop quantity, then use "each airdrop ≈ $X" to roughly calculate the token price as a reference. (At the time of writing, Binance has not yet announced the details)
📌The general thought process is as above. Feel free to share more interesting projects in the comments, let’s learn together!🚀 #alpha上新 #ALPHA
Bought some $iris @UndercoverIRIS
Share your thoughts, do not follow:
First: $ETH has surged, attention will shift to quality coins or meme coins in the ETH ecosystem
Second: The AI sector is rising, with $AIXBT gaining; coincidentally, Musk has also been promoting the Grok AI companion these days, such as $ani
Third: This coin project has a luxurious background, with good hype, the first AI-AGENT on ETH
Fourth: Since the opening, it has been falling all the way, limited downside, set a stop loss, good risk-reward ratio
Disadvantages: Currently, there is basically no volume, and not many people are promoting this project and token.
Share your thoughts, do not follow:
First: $ETH has surged, attention will shift to quality coins or meme coins in the ETH ecosystem
Second: The AI sector is rising, with $AIXBT gaining; coincidentally, Musk has also been promoting the Grok AI companion these days, such as $ani
Third: This coin project has a luxurious background, with good hype, the first AI-AGENT on ETH
Fourth: Since the opening, it has been falling all the way, limited downside, set a stop loss, good risk-reward ratio
Disadvantages: Currently, there is basically no volume, and not many people are promoting this project and token.
ALPHA采用Bonding Curve TGE方式
这一波，兄弟们怎么看？
今日#ALPHA 数据（7/16）
15号刷分总人数168,954；比14号169,198，多了4183人
昨天刷的挡位最多的为15分，其次是14分
现在刷的代币最多的还是$BR，其次是$KOGE
#币安Alpha #BinanceAlpha 数据来源@ethan714
这一波，兄弟们怎么看？
今日#ALPHA 数据（7/16）
15号刷分总人数168,954；比14号169,198，多了4183人
昨天刷的挡位最多的为15分，其次是14分
现在刷的代币最多的还是$BR，其次是$KOGE
#币安Alpha #BinanceAlpha 数据来源@ethan714
Today #ALPHA data (7/14)
On the 14th, the total number of people who brushed points was 169,198; an increase of 4,183 compared to 165,015 on the 13th
Yesterday, the most frequent score was 15 points, followed by 14 points
Currently, the most brushed tokens are still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
On the 14th, the total number of people who brushed points was 169,198; an increase of 4,183 compared to 165,015 on the 13th
Yesterday, the most frequent score was 15 points, followed by 14 points
Currently, the most brushed tokens are still $BR, followed by $KOGE
#币安Alpha #BinanceAlpha Data source @ethan714
Hoje #ALPHA dados (7/14)
Total de pessoas que aumentaram a pontuação no dia 13: 165,015; em comparação com o dia 12: 162,513, um aumento de 2502 pessoas
O nível mais alto de pontuação aumentada ontem foi 15 pontos, seguido por 14 pontos
Atualmente, o token mais utilizado ainda é o $BR, seguido por $KOGE
#币安Alpha #BinanceAlpha fonte dos dados @ethan714
Total de pessoas que aumentaram a pontuação no dia 13: 165,015; em comparação com o dia 12: 162,513, um aumento de 2502 pessoas
O nível mais alto de pontuação aumentada ontem foi 15 pontos, seguido por 14 pontos
Atualmente, o token mais utilizado ainda é o $BR, seguido por $KOGE
#币安Alpha #BinanceAlpha fonte dos dados @ethan714
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