Alpha快讯

22号 币安Alpha 钱包打新$BTW
积分门槛：216分 参加扣除15分
打新时间：下午4-6点

打新代币不能马上交易，会进入项目方设定的锁定期

December 19th 7 PM Alpha Airdrop $ZKP
Points threshold: 233 points, first come first served, redeeming costs 15 points,
Number of tokens per person: 200
Eligible slots: 25,000
Estimated earnings: 40U
Total airdrop tokens: 5,000,000 (0.5%)
Token contract: 0xd89B7dD376E671c124352267516BEF1C2cc231a3

December 19th 7 PM Alpha Airdrop $RTX
Points Threshold: 226 points, first come first served, redeeming costs 15 points,
Tokens per number: 25
Eligible Quota: 40,000
Estimated Earnings: 30-40U
Airdrop Token Amount: 1,000,000 (1%)
Token Contract: 0x4829a1d1fb6ded1f81d26868ab8976648baf9893

December 19th Binance Alpha $RTX Project Analysis:

1. Project Introduction:
@RateX_Dex is a DEX on Solana, focusing on high-leverage trading and yield speculation and hedging with YT.
2. Token Model:
Total Token Supply: 100 million
Initial Circulation: 16.66 million (16.66%)
Launch Time: December 19th 16:00
Project Financing: $10.4 million
Naruto Rating: ★ ★ ★ ☆ ☆ [Comprehensive feeling, non-authoritative rating]
SOL Contract: J1wnHdKvP34fg7TtYdX63UPJMTdXNzJGEqfNJB22vKjU
BSC Contract: 0x4829a1d1fb6ded1f81d26868ab8976648baf9893

3. Token Economics:
▶︎ Ecosystem and Community: 44.18% (TGE 11.66%, remaining 27 months linear release; of which airdrop, activities, and market making account for 6.66%)
▶︎ Team: 20% (TGE 0%, unlocking starts in the 12th month, fully released in 36 months)
▶︎ Treasury: 20% (TGE 5%, remaining 36 months linear release)
▶︎ Institutions: 15.82% (TGE 0%, unlocking in the 12th month, first unlock 20%, remaining 18 months linear release)

4. Chip Analysis:
* 16:00 Binance Alpha expected 1%
* The 6.66% TGE of the airdrop only unlocks 20%, which is an initial selling pressure of 1.332%. Airdrop time not disclosed, airdrop tokens can be received on BSC and SOL.

5. Financing Details:
* Two rounds totaling $10.4 million, distributing 15.82% tokens, cost approximately 0.44U

6. Revenue Estimate:
* Pre-market price and pool price 1.2U, corresponding circulating market value 20 million, FDV 120 million

* Binance Alpha expected to be first come first served

7. Supplement
* Binance Alpha supports SOL, but as a SOL DEX, it surprisingly places its main pool on BSC, where there are 5% of the tokens, and it is advised that users receiving airdrops go to BSC, which is not very understandable.

* Project perception is average, trading volume is also average, no significant advantages, pre-market valuation is normal, neither high nor low, pay attention at the opening.

December 19th Binance Alpha $ZKP Project Analysis:

1. Project Introduction:
@zkPass is a privacy oracle protocol based on zkTLS technology, capable of converting users' private web data into verifiable zero-knowledge proofs and securely on-chain, without exposing sensitive information.
2. Token Model:
Total Token Supply: 1 billion
Initial Circulation: 201.6 million (20.16%)
Launch Time: December 19th 19:00
Project Financing: 18 million USD
Naruto Rating: ★ ★ ★ ☆ ☆ [Overall Impression, Non-Authoritative Rating]
ETH Contract: 0xe1be424f442d0687129128c6c38aace44f8c8dbc
BASE Contract: 0xc6c1be6c6d828f9cea70f1b8351879510fbf0065
BSC Contract: 0xd89B7dD376E671c124352267516BEF1C2cc231a3

3. Token Economics:
▶︎ Community: 48.5% (TGE Unlock 15%, first 3 months linear release 6%, remaining 30% released monthly over the next 5 years)
▶︎ Institutions: 22.5% (TGE Unlock 0%, 12 months locked, remaining linear unlocking over 18 months)
▶︎ Team: 14% (TGE Unlock 0%, 24 months locked, remaining linear unlocking over 24 months)
▶︎ Treasury: 10% (TGE Unlock 0.169%, then linear release over 5 years)
▶︎ Liquidity: 5% (TGE Fully Unlocked)

4. Chip Analysis:
* 19:00 Binance Alpha expected 1%
* 20:00 Kaito presale 2%, TGE unlock 1%, remaining 50% unlocked within three months, receiving network is ETH
* The community airdrop ratio and receiving time have not been disclosed, but looking at DC and Twitter, the ratio should not be large, and the airdrop is also on the ETH chain.

5. Financing Details:
* Seed Round 2.5 million, Round A 12.5 million, totaling 15 million, distributing 22.5% of tokens, cost approximately 0.0667 USD

6. Revenue Estimate:
* Pre-market price and pool price 0.175 USD, corresponding circulating market value 35 million, FDV 175 million

* Binance Alpha is expected to be first come, first served

7. Supplement
* This is an old project that has been delayed until now, YZI, OK, and Sequoia have all invested, with known initial selling pressure of 2%. The community airdrop ratio must be monitored through community and official Twitter for updates.

* Pay attention to the trend at the opening, this type of contract is certain, but given the current market conditions, the pre-market circulating market value also feels normal, with no significant room for operation.

December 5th Binance Alpha $LISA
Total Token Supply: 1 billion
Initial Circulation: 216.2 million (21.62%)
Launch Time: December 18th 18:00
Airdrop Tokens: 10 million (1%)
Points Threshold: 235 points first come first served
Each Token: 230 tokens
Qualified Quotas: 43,478 tokens
Estimated Earnings: Approximately 40 U/token
Token Contract: 0x0AA9D742A1e3C4Ad2947eBbf268aFA15D7c9bFBd

December 18th Binance Alpha $VOOI Project Analysis:

1. Project Introduction:
@vooi_io is a non-custodial DeFi application and cross-chain abstract perpetual DEX aggregator.

2. Token Model:
Total Supply: 1 billion
Initial Circulation: 244 million (24.42%)
Launch Time: December 18th 19:00
Project Financing: Known public + pre-sale $2.75 million
Naruto Rating: ★ ★ ★ ☆ ☆ [Comprehensive feeling, non-authoritative rating]
ETH Contract: 0xb31561F0e2aaC72406103b1926356D756F07A481
BSC Contract: 0x876cEcb73c9ED1B1526F8e35C6a5a51a31BCF341

3. Token Economics:
▶︎ Community Growth Marketing: 27.82% (TGE partial unlock, the rest linear release after different lock periods, used for incentives and marketing activities)
▶︎ Foundation: 31% (TGE 0%, linear release over 36 months, supporting long-term development of the protocol)
▶︎ Team: 17% (TGE 0%, linear release after lock period)
▶︎ Institutions: 13.65% (TGE 0%, linear release after lock period)
▶︎ Airdrop and Sales: 10.53% (TGE partial unlock, the rest gradually unlocks linearly over 0-6 months)

4. Chip Analysis:
* 19:00 Binance Alpha expected 1%
* 20:00 Pre-sale 1.11%, can be claimed 100%,
* 20:00 Airdrop about 7.5% can be claimed, 50% released, remaining 50% linearly released within 6 months, about 3% of the airdrop goes directly to VOOI account.

5. Financing Details:
* Seed round financed by YZi Labs, financing amount not disclosed,
* Pre-sale financing about $125, cost about 0.11U

6. Revenue Estimate:
* Pre-market price 0.11U, pool price 0.1U, corresponding circulating market value 24 million, FDV 100 million

* Binance Alpha expected first come, first served

7. Supplement
* The project is good, focusing on a multi-chain abstract aggregator perpetual contract with no GAS fees, total trading volume since launch is about $27 billion, daily trading volume is about $200 million.

* Although YZi Labs has invested, there is selling pressure from pre-sale and airdrop, the pre-market/pool price is consistent with the pre-sale price, it is recommended to first observe the trend, see if the pre-sale breaks the issue before considering whether to intervene.

#VOOI

December 18th Binance Alpha $LISA Project Analysis:

I. Project Introduction:
@AgentLISA_ai is an AI-driven smart contract security auditing platform that uses LLM technology to detect business logic vulnerabilities missed by traditional tools, supports multiple chains, and has protected over $10 billion in assets.

II. Token Model:
Total Supply: 1 billion
Initial Circulation: 216.2 million (21.62%)
Launch Time: December 18th 18:00
Project Financing: $12 million
Naruto Rating: ★ ★ ★ ☆ ☆ [Overall impression, not an authoritative rating]
BSC Contract: 0x0AA9D742A1e3C4Ad2947eBbf268aFA15D7c9bFBd

III. Token Economics:
▶︎ Ecosystem: 36% (TGE 0%, 3 locks, 24 months linear release)
▶︎ Community and Airdrop: 18.77% (Mixed release mechanism, including 7.77% Binance Alpha and other CEX marketing, 11% community incentives distributed over 24 months)
▶︎ Foundation: 10% (TGE 0%, 12 months linear release)
▶︎ Protocol Development: 6.23% (TGE 0%, 12 months linear release)
▶︎ Investors: 15% (TGE 0%, 12 months lock, 18 months linear release)
▶︎ Team: 8% (TGE 0%, 12 months lock, 36 months linear release)
▶︎ Advisors: 2% (TGE 0%, 12 months lock, 24 months linear release)
▶︎ Liquidity: 4% (TGE fully unlocked)

IV. Chip Analysis:
* 18:00 Binance Alpha expected 1%
* Currently, aside from Alpha, there are no public airdrop information available, high control at the opening.

V. Financing Details:
* $12 million, allocating 15% tokens, cost approximately $0.08U

VI. Revenue Estimate:
* No pre-market price
* Pool price $0.1U, corresponding circulating market value $21.6 million, FDV $100 million

* Binance Alpha expected first come first served

VII. Supplement
* I have a good impression of the project, the token economics and chip allocation are clearly written. If there are no other airdrop shares, then the opening will only have the Alpha portion, and whether one can enter near the pool price at the opening.

Today's sentiment for Binance Alpha is still good,

$MAGMA buy at 0.125, sell at 0.18, profit about 50% and left without being greedy.

When the sentiment is good, it's best to buy on-chain at the opening.

Try not to buy on ALPHA, as FOMO at the opening can easily lead to buying at the top.

December 16th Binance Alpha $MAGMA
Total token supply: 1 billion
Initial circulation: 190 million (19%)
Launch time: December 16th 18:00
Airdrop tokens: 10 million (1%)
Point threshold: 226 points first come first served
Each token: 250 pieces
Qualified slots: 40,000 pieces
Estimated earnings: about 30U/token
Token contract: 0x9f854b3ad20f8161ec0886f15f4a1752bf75d22261556f14cc8d3a1c5d50e529::magma::MAGMA

December 16th Binance Alpha $MAGMA Project Analysis:

1. Project Introduction:
@Magma_Finance is a ve(3,3) model DEX on SUI, addressing liquidity fragmentation and capital efficiency issues through AI-driven ALMM and concentrated liquidity models.

2. Token Model:
Total Token Supply: 1 billion
Initial Circulation: 190 million (19%)
Launch Time: December 16th, Expected 18:00 (20:00 bitget launch)
Project Financing: 6 million USD
Naruto Rating: ★ ★ ★ ☆ ☆ [Comprehensive feeling, non-authoritative rating]
SUI Contract: 0x9f854b3ad20f8161ec0886f15f4a1752bf75d22261556f14cc8d3a1c5d50e529::magma::MAGMA

3. Token Economics:
▶︎ Ecosystem: 51% (TGE 0%, gradually linear release)
▶︎ Team: 15% (TGE 0%, locked in December, then linear release)
▶︎ Institutions: 15% (TGE 0%, locked in December, then linear release)
▶︎ Airdrop: 10% (TGE 100%)
▶︎ Marketing: 7% (TGE 100%)
▶︎ Liquidity: 2% (TGE 100%)

4. Chip Analysis:
* 18:00 Binance Alpha expected 1%
* Airdrop 10%, collection time and details are undecided, currently known that the Magma Points system consists of Swap/LP/transaction volume on the protocol, Galxe tasks/community activities, etc.

5. Financing Details:
* Announced this month on December 8th with financing of 6 million, participating institutions include HashKey Capital, the date is close but this can’t be fake.

6. Revenue Estimate:
* Pre-market price and pool price are both 0.1U, corresponding circulating market value of 19 million, FDV 100 million

* Binance Alpha expected to be first come, first served

7. Supplement
* The project has been online for 10 months since its launch in February. TVL ranks fourth among SUI chain DEXs. To give the brothers a baseline, I have organized the situations of the top 4 DEXs as follows:
** First: Cetus Current TVL: 49 million Circulating Market Value: 24 million, FDV: 27 million
** Second: BLUE Current TVL: 46 million Circulating Market Value: 11 million, FDV: 32 million
** Third: MMT Current TVL: 37 million Circulating Market Value: 42 million, FDV: 200 million
** Fourth: MAGMA Current TVL: 27 million Pre-market Circulating Market Value: 19 million, FDV: 100 million

* Need to pay attention to the official Twitter details of the 10% airdrop notification, considering recent new coin sentiment + pre-market high control, the current pre-market circulating market value of 19 million is barely acceptable, the opening can be appropriately opportunistic, in the long term, refer to the top 3 DEX projects, the current market value has no advantage.

The past couple of days I was taken to be a best man, drinking and vomiting, and I also missed $RAVE

Alpha has been penetrated in position G this month, and was pushed to short-term squirting by $Rave

The next project will attract more funding attention, but it is also more likely to be a watershed moment marking the end of the climax.

In the evening, I scrolled through Twitter for a while, and it was all about the discussion that Alpha will end its new listings and be taken over by Aster.

If that's the case, it would be a normal layout for Binance, and fortunately, besides the airdropped coins, $Aster is also continuously investing.

Regardless, I will quietly wait for the latest news, hoping Binance can once again lead the market to explore a new version and new effects.

December 11th Binance Alpha $btx
Total Token Supply: 1.5 billion
Initial Circulation: 225 million (15%)
Launch Time: December 11th 18:00
Airdrop Tokens: 15 million (1%)
Points Threshold: 241 points first come first served
Each Token: 1200 units
Eligible Quotas: 12,500 units
Estimated Earnings: 40U/token
Token Contract: 0xAa242a47F4cC074E59cbC7D65309B1F21202AaA3
Pool Price: 0.037U

December 11th Binance Alpha $btx
Total Token Supply: 1.5 billion
Initial Circulation: 225 million (15%)
Launch Time: December 11th 18:00
Airdropped Tokens: 15 million (1%)
Point Threshold: 241 points first come first served
Per Token: 1200 pieces
Eligible Quota: 12,500
Estimated Earnings: 40U/token
Token Contract: 0xAa242a47F4cC074E59cbC7D65309B1F21202AaA3
Pool Price: 0.037U

December 11th Binance Alpha $cys
Total token supply: 1 billion
Initial circulation: 160 million (16.08%)
Launch time: December 11th 16:00
Airdrop tokens: 120 million (0.5%)
Points threshold: 226 points first come first served
Each token: 200 pieces
Qualified slots: 50,000
Estimated earnings: 40-80 U/token
Token contract: 0x0C69199C1562233640e0Db5Ce2c399A88eB507C7
Pool price: 0.2 U

December 11th Binance Alpha $CYS Project Analysis:

1. Project Introduction:
@cysic_xyz is a full-stack decentralized computing network that transforms physical hardware such as GPUs, ASICs, and servers into programmable, verifiable, and liquid yield assets, supporting ZK proof generation, AI inference, and cryptographic computing.

2. Token Model:
Total Token Supply: 1 billion
Initial Circulation: 160 million (16.08%)
Launch Time: December 11th, expected at 16:00 (18:00 launch ASTER)
Project Financing: 18 million USD
Naruto Rating: ★ ★ ★ ★ ☆[Comprehensive feeling, non-authoritative rating]
BSC Contract: 0x0C69199C1562233640e0Db5Ce2c399A88eB507C7
BASE Contract: 0x19e8d59ff3D7A31289e0Dc04Db48d43b02c7ffa6

3. Token Economics:
▶︎ Ecology: 40.19% (TGE 0%, 10-year emission curve gradually released)
▶︎ Institutions: 23.62% (TGE 0%, 12 months locked, then 12 months linear unlock)
▶︎ Airdrop and Liquidity: 16.08% (TGE 100% unlocked)
▶︎ Team: 12.11% (TGE 0%, 12 months fully locked, then 36 months linear unlock)
▶︎ Foundation: 8.00% (TGE 0%, 12 months fully locked, then 24 months linear unlock)

4. Chip Analysis:
* 16:00 Binance Alpha expected 1%
* 16.08% airdrop part is as follows:
* Testnet 8.04% + NFT 4.824% + Yapper 1.608% + Liquidity LP 1.608%
* Airdrop claiming time has not been announced yet, currently understood that the 16.08% is fully unlocked

5. Financing Details:
* Seed round 6 million, Series A 12 million USD, allocating 23.62% tokens, cost around 0.076U,

6. Revenue Estimate:
* Pool price 0.2U, corresponding circulating market value 32 million, FDV 200 million,
* Pre-market price 0.5U (few transactions for reference), corresponding circulating market value 80 million, FDV 500 million.

* Binance Alpha may be heavily oversubscribed on a first-come, first-served basis

7. Supplement
* ZK + AI + DePIN tripartite popular project, with self-developed ASIC chips and its own physical devices generating profits. Strong investment institutions, with HashKey, OK, and Polychain all involved in financing.

* This project is a cooperative project of the ASTER Phase III trading competition. Airdrop claiming time and details will be announced on the official Twitter. It is certain that such projects will be listed on Binance contracts, and the probability of spot trading is very high. Keep an eye out for the opening.

December 11th Binance Alpha $US Project Analysis:

1. Project Introduction:
@Talus_Labs is an AI agent infrastructure platform based on Sui, enabling developers to deploy verifiable, autonomous AI agents on-chain to achieve automated workflows, competition, and revenue generation.

2. Token Model:
Total Token Supply: 10 billion
Initial Circulation: 2.2 billion (22%)
Launch Time: December 11th 19:00
Project Financing: 10 million USD
Naruto Rating: ★ ★ ★ ☆ ☆ [Comprehensive feeling, non-authoritative rating]
SUI Contract: 0xee962a61432231c2ede6946515beb02290cb516ad087bb06a731e922b2a5f57a::us::US

3. Token Economics:
▶︎ Community and Ecology: 30% (TGE partially unlocked, remaining linear release over 48 months)
▶︎ Team: 22% (TGE unlock 0%, 12 months locked, 36 months linear release)
▶︎ Institutions: 20.5% (TGE unlock about 0%, locked for 6-12 months, 24 months linear release)
▶︎ Foundation: 20% (TGE partially unlocked, 48 months linear release)
▶︎ Airdrop and Early Incentives: 7.5% (TGE fully unlocked)

4. Chip Analysis:
* 19:00 Binance Alpha expects 1%
* 21:00 Airdrop available for collection, including testnet/NFT/Kaito/LRP loyalty/other activities. Among them, Kaito can receive 20% locked 80%, LRP has re-staking benefits,
* The actual TGE airdrop expected to circulate is about 3-5%

5. Financing Details:
* Seed round 3 million, strategic round two rounds totaling 7 million, allocating 20.5% tokens, cost about 0.0048U,

6. Revenue Estimate:
* No pre-market and pool price available for reference

* Binance Alpha first come, first served

7. Supplement
* The quality of recently selected new coins is quite good, financing institutions background Sui Foundation/Walrus have strategic support, the Sui team publicly claims it to be an AI flagship product, there is a community atmosphere in Korea, and it is expected to be listed on the Korean exchange. Currently, there is not much price data available, so pay attention to the situation when it opens.

Many people are blindly shorting $NIGHT, but they haven't clarified their positions and have been deceived by the high circulating market cap displayed on the front end.

This is an official ADA project, and the lack of VC financing indicates that there is no shortage of funds.

The initial circulation on CMC is 16.6B, accounting for 69.19%. The exchanges listed this as well because it first confirmed the circulation amount and then released it in phases, which led to the front-end circulating market cap showing a high figure of over 600 million...

As of December 11th at 6 PM, the actual circulation is about 1 billion, accounting for approximately 4.2%. The current circulating market cap is around 45 million.

However, this circulation is still being released slowly in phases, so currently, it is only about 500 million, accounting for roughly 2%. The current circulating market cap is around 22 million.

The specific details of the positions are as follows:
Binance Alpha: 120 million (fully circulated)
OK Flash Earn: 400 million (withdrawable any time, ends at 4 PM on December 11)
OK DEX: 120 million (ends at 6 PM on December 11, all released at that time, important!!!)
Bybit: 320 million (withdrawable any time, current progress is about 20%, ends on December 23)
Other second-tier exchanges: about 40 million (withdrawable any time, small amount may be ignored)
Community airdrop part: A total of 1.14 billion in the first and second phases, randomly withdrawable within 60 days, with the actual circulation expected to be less than 100 million.

The upcoming operational time points are:
For those looking to earn in the short term, wait for the collective release of positions to open orders in advance, with two time points:
1. OK DEX at 6 PM on December 11, releasing 120 million at once (consider shorting in advance)
2. Announcement of Binance contract launch (will rise temporarily)
3. Announcement of Binance spot launch (estimated for Binance holders similar to OK Flash Earn, about 400 million, released before the opening)

December 9th Binance Alpha $NIGHT
Total Token Supply: 24 billion
Initial Circulation: 120 million (0.5%) only counting the ALPHA part
Launch Time: December 9th 17:00
Airdrop Tokens: 120 million (0.5%)
Point Threshold: 230 points first come first served
Tokens per Number: 600
Eligible Quotas: 200,000
Estimated Earnings: Guaranteed 60U/number
Token Contract: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

Before 6 o'clock when the spot market opens, there are only 0.5% of tokens circulating for ALPHA,
Pool Price: 0.1U

December 9th Binance Alpha $NIGHT Project Analysis:

I. Project Introduction:
@MidnightNtwrk is a privacy-preserving Layer-1 blockchain based on zero-knowledge proof technology, providing programmable privacy and compliant data disclosure as a partner chain to Cardano ($ADA).

II. Token Model:
Total Token Supply: 24 billion
Initial Circulation: Phased Release
Launch Time: December 9th 16:00
Project Financing: None
Naruto Rating: ★ ★ ★ ★ ☆[Comprehensive feelings, non-authoritative rating]
ADA Contract: 0691b2fecca1ac4f53cb6dfb00b7013e561d1f34403b957cbb5af1fa4e49474854
BSC Contract undisclosed

III. Token Economics:
▶︎Glacier Drop Airdrop Phase One: 14.8% (TGE 0%, 450-day thawing period, unlock 25% every 90 days)
▶︎Scavenger Mine Airdrop Phase Two: 4.2% (TGE 0%, 450-day thawing period, unlock 25% every 90 days)
▶︎Lost-and-Found Airdrop Phase Three: 1.1% (TGE 0%, 450-day thawing period)
▶︎Foundation: 35% (Unlock mechanism undisclosed)
▶︎Exchange Distribution: 15.3% (Some instant, some according to community rules)
▶︎Block Reward Reserve: 25% (For validator reward distribution)
▶︎Ecosystem Fund: 4.8% (Distributed through governance)

IV. Chip Analysis:
* 16:00 Binance Alpha quantity unknown
* December 10th 08:00 25% of the first two phases of community airdrop will be released, with a total circulation of 4.75% (1.14 billion tokens)
* Other activities for second-tier tokens such as GATE/BYBIT/HTX/MEXC can be checked for release times by yourself, it is correct that they are not on TGE day.

Supplement
* Currently, at TGE there is only the share of Binance ALPHA, with the main selling pressure on the community airdrop portion at 8 AM tomorrow. The token quantity information for Binance ALPHA is still unknown, making it difficult to estimate market value and returns.

* A very special token model, no VC financing solely relying on airdrops, the first phase of community airdrop gives 170,000 addresses airdrop.
The second phase gives 8 million addresses airdrop, and after TGE you can check with your address on this official website, midnight.gd

* Assuming you are eligible for airdrop, but each person's thawing date is randomly different, A may have 1 day, B may have 10 days, greatly reducing collective selling pressure.