万联welinkBTC

Brothers

Is everyone's alpha still mining?

Alpha hasn't issued an airdrop for the weekend

Mainly due to the project scarcity

The market is gradually warming up

Let's take a look at the major projects that will have TGE in December and January

1️⃣ Solana Mobile seeker
Expected TGE time: early January 2026,
Mobile DePIN track,
Supported by the Solana ecosystem,
Web3 smartphone, hardware wallet Seed Vault, over 150,000 devices

2️⃣ zama
Star project, raised 130 million USD just in funding, valuation starting at 1 billion
Privacy infrastructure track,
Fully Homomorphic Encryption (FHE), cross-chain privacy layer, post-quantum security
Public offering is about to start, TGE possibly from January 12-15, 2026

3️⃣ stable
Stablecoin L1 developed by Tether, the parent company of USDT,
Already listed on Binance with a 30 billion FDV, initial circulation very limited
🔸 TGE: December 8, 21:00,
Officially announced by By, Bit, Gate, Matcha and other second-tier exchanges

4️⃣ Warden Protocol
Expected TGE time: January 22, 2026
AI Layer-1 track,
Verifiable AI execution layer, SPEX proof, full-chain interoperability
No VC support, community-driven

5️⃣ cysic_xyz
ZK hardware computing power, raised 18 million USD,
TGE possibly within 1-2 weeks

6️⃣ TheoriqAI
Doing AI agents, high expectations,
But the time taken is a bit long.
TGE possibly in December

7️⃣ infinex
TGE January 18,
Valuation 500 million - 1 billion, initial circulation very low
A powerful one-stop on-chain application, plugins, wallets, SWAP, cross-chain, DeFi, Perps, it has it all,
The goal is to create a "Binance on-chain"✨
https://app.infinex.xyz/

8️⃣ billions_ntk
On-chain digital identity, Polygon, Coinbase led with 30 million
Also a project that has been around for a while
Can continue to check in
https://signup.billions.network?rc=AYELZKHQ

For more airdrop activities, contact #welinkBTC
Focusing on Web3, blockchain games, AI, AirDrop investment opportunities 🫙 Monitoring 100 crypto influencers across the network🔥 Let's traverse the bull and bear market $BNB
{future}(BNBUSDT)

Just saw an interesting argument:

No one cares if Hyperliquid is L1,
no one cares if Lighter is L2,
no one cares if Var is RFQ,
no one cares what Aster is.
They are all pretty much the same, just use them.

Let me teach you the differences among these:

1. Why is HL (Hyperliquid) L1?

Technical meaning: It does not rely on Arbitrum or OP; it is an independent blockchain created specifically for trading.

Restaurant analogy: A self-built farmhouse. The owner thinks the rent in the outside mall (public chain) is expensive and crowded, so they buy land, build a building, and generate power.

Advantages: Extremely fast, no need to look at the landlord (Ethereum), can change things as desired.

Disadvantages: Have to build their own roads (cross-chain bridges); if customers want this meal, they have to make a special trip.

2. Why is Lighter L2?

Technical meaning: An order book built on Ethereum's second layer (Rollup).

Restaurant analogy: A boutique fast food place in the mall. It is located in the bustling "Ethereum shopping mall." It utilizes the mall's security and foot traffic, but to serve meals quickly, it has set up an ultra-fast independent assembly line in the restaurant.

Advantages: It has the security of the mall, and serves faster than ordinary restaurants.

Positioning: It is an elevated bridge (Layer 2) that is dependent on the main road.

3. Why is Var (Variational) RFQ?

Technical meaning: Here RFQ refers to the "Request for Quote" model.

Restaurant analogy: Finding a private chef or wholesaler. You are not ordering from a menu (order book), nor are you casually picking items from a self-service area (AMM).
You call the manager: "I want 1000 jin of beef, give me a price."
The manager tells you after calculating: "5000 yuan, deal or not?"
You say: "Deal." Transaction completed.

Advantages: Designed specifically for large clients, what you see is what you get, no slippage.

4. What exactly is Aster?

Aster follows the route of "mixed bag" and "strong operation."
It has both an order book and high-leverage models, and supports multiple chains.

Restaurant analogy: A super-popular chain self-service city.
A loudspeaker at the entrance shouts: The owner has money, and meals come with gold bars.

Although no one knows if its kitchen has a gas stove or an induction cooker, because there are many activities, it is popular, and has a strong background (Binance system), everyone rushes in.

#加密市场观察 $BNB @阿熊11Elevenbear $ASTER

{future}(ASTERUSDT)
{future}(BNBUSDT)