Yuyue
Yuyue|Apr 25, 2025 08:35
Don't sleep, today's big pork trotter rice is here again. The new round of Binance IDO @ okzoo_app starting at 4pm Beijing time is quite interesting. Let's talk about the new participation mechanism and the project itself in this round. Finally, there are some digressions to discuss possible airdrop design trends in the coming months one ️⃣ Participate in the analysis of new mechanisms in this issue The participation requirement for this issue is: at least 45 points - Binance Alpha Points, This point is based on the user's activity level (such as transactions, participation in activities, etc.) accumulated in Binance Wallet, rather than simply the proportion of balance. P1 is a guide for checking points -P2 briefly introduces the rules for a retail investor to interact and earn points. Image source @ softlipa1018, thank you for organizing This integral mechanism is also being adopted for the first time. For a long time, Binance IDO has become a low-cost way to boost profits, giving many projects the chips to low-cost or even low-cost studios. Moreover, if users participate in IDO fundraising with the endorsement of Binance, rather than because the project itself is of high quality, the result will definitely be a negative spiral immediately after receiving the coins at the opening Although I feel that the projects on Binance IDO are of mixed quality, my previous participation in IDO projects was largely affected by this. After participating, I did not gain any users, nor did I reward the real community. This is a complete waste of resources What are the advantages and disadvantages of the integral mechanism -The advantage is that it can effectively promote the adoption of Binance wallets -The disadvantage is that after the rules are transparent, the studio can target and score points. If the IDO rules remain unchanged, eligibility will be based on points, and the airdrop chips for subsequent projects will enter the situation where the studio will smash the coins after receiving them This is the question that Binance needs to think about. I have always believed that it is Binance's responsibility to develop the industry better. However, the current IDO model is also a double-edged sword. How to balance the "adoption of Binance wallet - Binance's own interests", "distribution of project chips - the interests of project parties", and "rewards for user participation - the interests of real community users" all affect the future development of the industry two ️⃣ The first phase of the points mechanism project @ okzoo_app As an IDO project under the first phase of the points based mechanism, the participation and performance of this project will directly affect the expectations of future projects using the points based mechanism. Therefore, let's take a look at what this project is actually doing -The Most Important Token Economics --In terms of IDO allocation, the IDO portion consists of 20 million AIOTs, accounting for 2% of the total supply -An additional 10000000 AIOT will be used for future market promotion That is to say, based on current public information, the initial circulation is only 3% -What OKZOO project is currently doing: --Originally started as a plugin mini game, it has now transformed into the DePIN project, focusing on AIoT (Artificial Intelligence Internet of Things) and the DePIN track. The token's ticker AIOT is also derived from the English abbreviation for Artificial Intelligence Internet of Things --The project builds a decentralized environmental data network through self-developed P-mini AIoT hardware devices --Product and Progress: V2 Virtual Pet AI Application: Virtual pets driven by real-world environmental data (such as air quality, weather, etc.) have attracted 12 million users and demonstrated strong community appeal --Hardware strength: OKZOO independently produces P-mini hardware, which has significant scale advantages compared to the DePIN project that relies on third-party supply chains The above analysis of the project mainly comes from research reports and public information issued by Rhythm. I have placed the research report link in the comments section. Based on the above judgment, I will squat for the opening after 6 o'clock three ️⃣ The airdrop trend in the coming months This starts with the analysis of OKX wallet and Binance wallet. The advantages and disadvantages of both are very obvious: -The product team of OKX wallet is down-to-earth and understands users' operating habits better, but Binance wallet is still far away from the community, so it is strange to make degen style products -But OKX wallet is too far from the most important aspect of "assets", and Binance wallet directly uses assets to control users There are also some similar interactive activities on OKX, such as cryptopedia, but the biggest difference between doing tasks with Binance IDO is: 1. The satisfaction is too delayed, and the positive feedback mechanism is not fast enough 2. Not close enough to asset allocation, only a small portion of small profits are distributed to users, resulting in a lack of stickiness among users At the same time, the mode of directly completing tasks to obtain IDO qualifications may be more suitable for the current environment. The airdrop mode is obviously outdated in the current market version. Therefore, when designing airdrops, the project team must make the mechanism strongly related to their secondary performance and buying acceptance in order to make TGE performance successful For individual investors, the labor-intensive airdrop farming of the past is probably over. If they want to make money in a bear market, they must take some farming out of their pockets
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