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To be honest, recently in the Binance Alpha circle, everyone's mood has generally been a bit low, and there's even a feeling of entering a "holiday mode" ahead of time.

Do you also feel that the airdrop is visibly decreasing? I used to think that November was the hardest month to endure, but unexpectedly, February has been even more challenging. It's exhausting to earn points; the costs are controlled, but the profits are as thin as paper, and after a month, the net profit might not even reach 100U.

Let's review the previous situation:

ESP is really a bit disappointing. It started circulating at 19:00, and the drop was really harsh; the pre-TGE value is basically unmaintainable. Watching the 4-hour chart stabilize a bit, if it can't hold the 30U level later, this project will really be labeled as "garbage."

The blind box model still needs to be refined. The effect of the first phase blind box yesterday was actually passable; everyone is guessing today whether the next one will be opened in a row. Currently, the value difference of a few coins in this box is not significant, and the rules haven't changed. But I have a feeling that there will be more old coins later, and the probability of brushing Alpha to find quality new coins is likely to be diluted.

Remember to collect your rewards. The rewards for PIEVERSE Booster have been distributed; if you haven't claimed them yet, hurry and check your wallet. Securing them is better than anything else.

To be practical, since the market is stagnant, we need to learn to control costs.

Isn't Binance Wallet starting to charge fees now? Don’t blindly swipe; filling in my invitation code FFFAAA can directly save 30% on the transaction fee, which is the highest rebate across the network. Whether it's brushing Alpha points, on-chain transactions, or contracts, the system automatically refunds. Currently, more than 1,500 people are using it, and the more users there are, the better I can negotiate for a higher rate later.

This is my thought: In such a market, don’t be stubborn; a squeeze might just lead to being taken advantage of in reverse. I advise everyone to lower their expectations and enjoy the New Year well. Instead of exhausting yourself and not making money, it’s better to wait for a big market to rise and flourish, and then be diligent. That’s when you really can’t be lazy!

Lastly, just a word of advice, friends driving home at the end of the year, pay attention to safety; the highways are already congested, drive steadily.

#ALPHA #币安Alpha #空投分享

Big Brother is on air!

Hurry up and get on the bus

I've been wandering on-chain for a long time, and I really feel that gas is anti-human. Every time I just want to move some USDT, I end up opening my wallet and seeing: "Insufficient ETH, unable to transfer." So, I have to go buy gas. Isn’t it as ridiculous as needing to fix the router before getting online? That’s why I’ve been keeping an eye on @Plasma .

I also tolerated the drop of $XPL , I personally checked it out, that zero gas transfer is real – no need to hold ETH as a ticket, just click and it’s done. Web3 is finally looking like a product made by normal people.

Technically, they haven't blown any new concepts, just honestly compatible with EVM, developers don’t need to learn a whole new set, Hardhat works seamlessly, and the ecosystem grows quickly. What’s even better is anchoring the state to Bitcoin, which is akin to leveraging BTC’s security, more reliable than nurturing consensus from scratch. The data doesn’t lie: the mainnet beta just launched, and the TVL skyrocketed to 2 billion dollars, with stablecoin liquidity in the top ten; the Maple Finance SyrupUSDT pool has 1.1 billion institutional funds sitting in it. Rain cards, Oobit, and Visa merchants are all connected, and NEAR’s chain abstraction can also make large settlements across 25 chains, with speeds rivaling CEX. Tether is clearly paving the way for itself, not wanting to be choked by Ethereum and Tron.

But I have to point out the drawbacks. The validating nodes are still those few people, and the team is in a self-indulging phase; the ecosystem, aside from transfer and lending, is as desolate as a ghost town, even finding a meme coin to invest in is hard. XPL is even more awkward; besides staking governance, retail investors can only speculate, with the coin price stuck at 0.08 dollars, halving in a month, and rewards being delayed. On the Ton side, they’re aggressively tapping into Telegram users, Plasma is taking the institutional route, and it's genuinely quiet.

My judgment: it’s unreplicable because it’s backed by Tether’s ambition. There are risks – no matter how good the technology is, if the migration volume doesn’t pick up, it’s all for nothing. But once Tether officially makes a large migration or a major institution opens deposits and withdrawals, this thing will definitely take off.

Now is the off-peak period, so I’m sitting in batches, it’s not betting on technology, it’s betting on the direction of financial infrastructure. Just hold on tight.
#Plasma

Today’s market situation makes people feel uneasy, right?

I just flipped through analyst Brian Reynolds' report, and he has some interesting things to say. He mentioned that Bitcoin (BTC) has been experiencing a recent downtrend that is actually quite “steady.”

This statement sounds a bit frustrating, but upon closer reflection, it’s actually quite troublesome. Because it means we’re not yet at the point where everyone is completely despairing and frantically selling off. In other words, the bottom may not have revealed itself yet, and prices may need to dive deeper.

Looking at the current market, although the volatility has increased a bit, compared to the terrifying swings of 2022 that could give someone a heart attack, it can only be considered as “partying.”

And to be honest, the current leverage levels are still too high.

Is everyone just holding on for dear life? If prices drop further and break that crucial trend line, a series of forced liquidations will likely be triggered. At that point, the situation may not look good, but Reynolds actually thinks that would be a good thing.

He believes that would be the real entry point.

Doing the math, Bitcoin is currently hovering around $66,590, which is almost a halving from last year’s October high of $126,000 that made people feel euphoric. It looks pretty bleak, but I actually feel a bit more at ease.

This is how I see it: at times like this, one must never try to be the hero who goes against the market.

If you still have some bullets left, wait a bit longer. Wait until that “domino effect” has finished, and when there are cheap chips all over the ground, then we can enter to pick them up. This current downtrend is the most grinding, but it also tests one’s resolve.

To be honest, I’m even a bit looking forward to it dropping a bit more; otherwise, this ups and downs are really annoying to look at.

Are we planning to hold the fort, or are we ready with U on standby? What do you think, guys?

#BTC☀️ #比特币行情聚焦 #加密货币 #抄底机会

Forward

#plasma $XPL
Back in the day, the @Plasma plan was indeed bold; it aimed to encompass execution, data, and settlement all in one. The $XPL token is also considered a radical product from that period. It took off-chain processing to the extreme, managing data independently, with users required to prove their innocence. The design is indeed pure, but now focusing solely on the data layer doesn't add up financially.

I guess #plasma may not be an independent chain in the future; it is more likely to become a high-performance state channel protocol within a modular execution environment, perhaps embedded in some Rollup. The value of XPL would need to be completely restructured—from being the fuel of a closed system to becoming the governance token of a universal off-chain protocol. This is somewhat like biological evolution: can XPL transform from an equity ticket in its own ecosystem into a representative protocol for the entire off-chain optimization field? There are many variables, but this might be the only story it can continue to tell.

Let’s talk about the recently popular Paymaster mechanism. Some say it resembles a perpetual motion machine, but it’s not that mystical. However, it does hit the pain point of the Tron network—now transferring TRC20 USDT has an increasingly high fee year after year, and Sun is struggling with rent collection. Plasma’s gas abstraction isn’t truly free; it shifts the cost to the application side or settles using stablecoins. I have interacted a few times, and the experience indeed resembles Web2 Alipay: smooth, but with a hint of centralization.

Compared to Solana’s narrative of high TPS often getting congested, Plasma takes a more pragmatic approach: cheaper than Ethereum and more formal than Tron, which is actually sufficient. But the biggest problem now is the positioning of XPL—if users cannot perceive gas consumption, the demand for the token relies entirely on node staking and governance. There’s no issue locking up positions during a bull market, but it becomes fragile when a bear market hits.

The ecosystem is currently thin; apart from transfers, there isn’t even a decent liquidity pool, resembling a channel rather than a system. If Tether doesn’t direct new USDT into this area, relying solely on a slightly better experience makes it hard to pull users out from their habits on Tron. Having strong technology doesn’t necessarily mean success in the market; Plasma is currently playing chess too elegantly, like a middle-class person in a suit, rather than a wolf snatching meat in the West.

Whether it can succeed in the future depends on whether it can truly carve out a bloody path from its 'technological legacy'.
$XPL

@Jiayi Li Sister Binance Square's first broadcast is here, let's chat with the project side about $USD1 +$WLFI , everyone come and watch! @加一打赏小助 @超人不会飞2020 @钞机八蛋 @周周1688 @最佳第6人 @钻石老三

Binance Alpha Observation: The Era of Blind Boxes Has Arrived, Is It a 'Family Bucket' or a 'Big Minefield'?

Dear friends, today (February 11) the atmosphere of Binance Alpha is a bit subtle. The recent new token offering profits have been criticized by many for being 'thin', and today the planning team has launched a brand new move – the airdrop blind box model. #ALPHA

To be honest, I have watched this episode, but this blind box seems a bit different this time. Let's quickly break down today's key information.

1. Blind Box Model Debut: The draw will be held at 16:00 sharp, and today’s top priority is the blind box experiment that opens from 16:00 to 18:00 this afternoon.

Gameplay Guess: New tokens and old tokens are mixed together, and it is speculated that there are 3 boxes for you to choose one to open.

Profit Bottom Line: The current market expectations are very low, and everyone's bottom line is to be able to stabilize at 30U. If it only opens to 10U, then the plaza is likely to stir up a wave of 'greeting the planner' again.

Alpha Significance: This experiment is very important for the Alpha system, directly determining whether the certain profit opportunities will turn into a pure 'lottery game' relying solely on luck.

2. PIEVERSE Booster: This may be the only comfort today, as the PIEVERSE Booster is quite strong when the market is stagnant.

Claim Rewards: Remember to claim rewards today, as the current market price can sell for 30U+.

Operational Advice: The money in hand is the real money, it is recommended to directly buy more $BNB after harvesting, as new token offerings are the long-term strategy.

3. In the current market, I suggest everyone to 'let themselves off the hook'
Honestly speaking, the performance of yesterday's new token offering has indeed disheartened many people. Originally expected to be 100U, but many people nearly got reversed.

Score Boosting Strategy: Although small amounts of WMTX and STABLE can continue to be brushed (recommended amount 200-500U), the scores are difficult to brush now, and costs are hard to control. #空投大毛

Mindset Advice: When the market is not good, taking more rest is the best approach, and we can fight again after the New Year.

The Binance wallet is now very easy to use. If you haven't opened the code yet, I strongly recommend you first get a 'Get Out of Jail Free Card': Use the invitation code FFFAAA, whether it’s brushing trading competitions, playing dogs, or on-chain contracts, it directly helps you cut 30% off the transaction fees. Since profits are shrinking, we at least need to control the costs tightly.

In summary: At four o'clock in the afternoon, the blind box will be revealed. If you open the big box, give me a kick in the comments section, let me feel a bit sour too! #ALPHA🔥

$XPL Paid the salary, brothers go check how much? Recently, affected by the market crash, I only have over 100 dollars, it's too hard!

Looking at those golden dogs on Solana charging back and forth, I've shifted my attention to Plasma ($XPL ), a target that doesn't have much volume. When flipping through on-chain data, it clearly doesn't intend to play short-term trading with retail investors but is directly aiming at the massive existing market of traditional financial settlements.

@Plasma has a somewhat unique way of handling stablecoins. While others treat USDT as an asset sitting there, it uses stablecoins as 'blood'—zero fees, high throughput, making payments exceptionally smooth. This is completely different from the logic optimized for high-frequency gamblers on Solana; Plasma is more like providing a secure and reliable ledger for institutions. Therefore, it won't have the explosive traffic of meme coins; its value relies entirely on the gradual accumulation from real business scenarios.

The shortcomings are also quite obvious: the cross-chain bridge experience is fragmented, and the cost of assets moving in and out is not low, which contradicts its advertised 'smooth payment'; coupled with its deep ties to Tether and Bitfinex, although it has gained credit endorsement, it has also lost the wildness that characterizes the crypto world. Holding XPL feels a bit like holding a liquid bank stock—no excitement, and one must always be wary of regulatory black swans. For players accustomed to a hundred-fold heartbeat, this kind of 'excess certainty' target indeed feels a bit unsatisfactory.

But on-chain data doesn't lie. With a total of 146 million transactions, TPS stabilizes around 6—many people find this number unremarkable, but it precisely shows that Plasma has successfully transitioned from concept to production environment and has started engaging in real business. The large volume of stablecoin payments indicates that the 'Southeast Asia cash replacement' scenario is genuinely operational. It doesn't rely on high APY to attract liquidity farmers but gradually builds a moat based on real demand. This kind of growth, which is hard-earned, is often more solid than the illusion of abruptly high TPS.

Even more hardcore is the partnership with Maple: through syrupUSDT, a yield-generating stablecoin, institutions can earn sustainable returns of over 10% in the Midas vault. Currently, the bridging volume has exceeded 433 million, making it the largest similar asset on Plasma. The underlying real credit is based on institutions' over-collateralization, combined with DeFi's amplifying cycle, and the returns are transparently verifiable on-chain, devoid of the hidden leverage seen in CeFi. Plasma's zero fees and high throughput also make syrupUSDT frictionless in circulation, allowing institutions to confidently enter in large amounts, while XPL can capture value through this, gradually turning the flywheel. #Plasma