
棋局|Jun 04, 2025 08:48
Alpha's current situation, at this pace of development, is likely to exceed one million participating users next month.
There is actually a certain game between Binance and the project team. If the project team is willing to provide more chips, users will naturally be willing to share the profits; On the contrary, if there are too few chips and the threshold for points is too high, some users will choose to give up. Seemingly just a simple airdrop game, Alpha is actually a large-scale "new user acquisition experiment" by Binance.
Old bloggers are well aware that it is very difficult to attract new members in the current cryptocurrency market. Most of the people who can climb over the wall and use Twitter are old players, and traditional Chinese channels such as Weibo and Xiaohongshu have been banned for a long time, resulting in a shortage of opportunities. In recent years, the market for counterfeit products has remained bleak, which is largely due to this reason.
Platforms like OKX and Binance have actually been registered by domestic users for a long time. Recruiting new customers has become increasingly difficult for them, and they can only constantly try to attract traffic through non cryptocurrency KOLs - but the problem is that this method has inaccurate traffic, low conversion rates, and expensive customer acquisition costs. As for stock bloggers, they are already a high-risk group, and it is bold to indirectly mention them, let alone truly promote them.
At this point, "socializing with acquaintances" has become a helpless but realistic way out. Especially for activities like Alpha, the profits are much higher than regular office wages, and due to limitations such as facial recognition, it is destined to be a model of attracting new acquaintances. After all, users in the cryptocurrency industry generally cherish their words like gold and are unwilling to easily bring their relatives and friends into the market: firstly, there is a high probability of losing money, and secondly, the cost of explanation is high. But as long as the profit effect is achieved, word-of-mouth spread cannot be stopped.
We have seen a trend: some people are pulling relatives to register with their real names and starting to "test the waters" with the airdrop U gifted by the project party; It doesn't matter if you lose, but if you make a profit, you will increase it. Today, Binance has started a strict investigation of robot accounts. Obviously, the head growth has been too rapid, and points have been heavily divided. The "three melons and two dates" given by the project team are no longer enough points. This leads to the platform having to raise the threshold and screen out low activity/multi account users, but these are only temporary symptoms and not the root cause.
The real solution is for the project team to give more chips and more U. If we want user growth to continue, the most direct way is to de VC - the project raises funds directly on the Binance chain, with user crowdfunding participation and feedback airdrops. Only in this way can we unleash greater motivational space and bring in more 'real people'.
Ultimately, Alpha is a structural "redistribution" experiment: allowing "real users" to receive returns far beyond their daily income, driving social fission among acquaintances, and expanding the Binance ecosystem as much as possible before traffic saturates. It's just the beginning now, and the real internal competition is still ahead.
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