
加密韋馱|Crypto V🇹🇭|Jun 05, 2025 11:07
I have already seen many great scholars debating @ Humanityprot's case. My timeline is filled with extensive research and investment on the studio's digital life challenge of Binance Alpha and "live blockchain", to the point where Binance officials have issued red headed documents stating that they will severely crack down on the behavior of "script score brushing" that disrupts market order
It can be seen that the power of Humanity, before TGE, has already destroyed many people's jobs, and its impact on Shenzhen's GDP within 2 days is second only to the US tariffs
So, what are the chances of Humanity achieving big results?
I first found out about this thing in March of 2024 when a friend from Chain Village sent it to me. The summary is that the project team has a big brother, a strong institutional lineup, Pantera, and Jump framework
I tried it myself, and its entire logic is as follows
1. Request an invitation code to register
2. Linking a bunch of social media accounts
3. Download the app to verify palm prints
4. Check in daily to earn points
Do you feel familiar with playing Avive, Paicoin, or scanning Worldcoin's attention? Because they all have the same zero roll logic, the difference is that Humanity requires daily palm print verification of real people from the beginning, unlike Worldcoin which only verifies once, and not Pi which has a smelly and lengthy KYC process afterwards. So theoretically, Humanity is currently the project with the highest real-life rate.
The logic behind this type of zero roll up market has been discussed in the three rounds: obtaining liquidity benefits after listing (shipment+per+OTC) - obtaining total user costs=project side benefits.
That is to say, Humanity profits by bringing real users to the exchange as a token
There are several benefits to doing this:
1. No matter how the listing standards change, bringing real users will always be the highest priority KPI
2. Verification of real people+KYC compliance is very easy to do (Pi is OKX, which means there are no flaws in compliance)
3. Projects like Humanity are already easy to generate data, and similar projects have a very large user base
There is an interesting game point here:
Humanity is unlikely to turn against witches afterwards, otherwise his entire narrative would be in vain. At present, it is reported that the number of real users is 8 million, distributed in 150 countries. On the one hand, it is very attractive to the exchange, but on the other hand, with a large number of users and an expected increase in airdrop volume, what about controlling the market?
There is actually a solution to this problem, which is to use strict KYC and territorial verification when claiming, and even use NOTCOIN, which is only available for exchange accounts to claim
That is to say, it may not be possible to really send out much through a pure zero sum approach, as the cost of receiving both ends may really exceed the studio's cost by a lot
Another point of the game is that the final round valuation that Humanity can track is 1.1 Bn, which is a bit high for the current Binance strategy based on experience
Based on the above, to summarize:
-Humanity is likely to adopt a TGE approach similar to Walrus' previous approach of CB or Han Suo
-Pay close attention to the logic behind its airdrop distribution to zero roll users. If the card is dead and there is no direct Binance spot, then there is a chance for the second level, so don't empty it randomly
-The most likely way to participate in the current victory is to kiss Kaito
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