Binance HODLer Airdrop 60th Project - Brevis (BREV) Investment Mining and Price Analysis—— Binance HODLer airdrops are generally an important signal of market recovery, As the first Hodler airdrop project of the year, the emergence of Brevis BREV has attracted much attention; I have been following Brevis @ brevis_zk for a long time: Brevis is essentially a ZK coprocessor or computing network, whose core innovation is to enable complex data processing work to be completed off chain, only returning verified proofs to the blockchain, thereby reducing the workload of the blockchain. V God once publicly praised Brevis' Pico Prism technology, saying that in the technology industry, this represents "orthodoxy". one ️⃣ So what exactly is Brevis doing? If we only say one sentence: it is truly productizing the concept of 'unlimited computing power off chain+verifiability on chain'. The "verifiable computing" paradigm proposed by Brevis is essentially solving an old problem: on chain computing is expensive, slow, and repetitive; But many DeFi/incentive/data judgments must also be trustworthy. Brevis' solution is to place the computation off chain and then use zero knowledge proof (ZK) to bring back "I got it right" to the chain. The contract only undergoes millisecond level validation and is not executed repeatedly. This is not a new concept, but Brevis is one of the few teams that has already reached a "production scale": Pico zkVM, ZK Data Coprocessor, ProverNet decentralized proof market. These have been used in real life by PancakeSwap, Uniswap, Linea, MetaMask, and others. two ️⃣ Pulling the perspective away: Is the privacy+ZK line really over? I see that many people in the project message section say that the privacy+ZK route is actually dead end, but if you stretch the time dimension, you will find one thing: ZK has never disappeared, it is just waiting for the infrastructure to mature. Privacy, verifiable computing, and off chain collaborative processing are inherent requirements of Web3, whether it is BNB Chain's layout for the medium to long term ecosystem or a16z's judgment on the next-generation blockchain architecture, ZK has been repeatedly mentioned, but its form is changing: Coincidentally, Brevis happened to be standing at this turning point from the 'Rollup exclusive tool' to the 'universal computing and validation layer'. It's not betting on a single chain, but on betting that in the future, more and more on chain behavior will require 'verifiable but not on chain completion'. three ️⃣ The design of Airdrop itself is a form of filtering. What Brevis wants to talk about here is that this airdrop is likely to be successful. Firstly, it has a wide coverage, and secondly, the returns are also good. Many people did not initially have high expectations for this airdrop—— After receiving it, I started to look: What is this project really doing? This is where I think Brevis is quite "smart" in that it did not attempt to create FOMO through scarcity airdrops, but instead distributed tokens to as many real users as possible In a way that does not excessively stimulate prices, let the market digest, understand, and price this project on its own The result is that many people first obtain BREV before truly reading its product logic. In the long run, this path is much healthier than 'airdrop and discard'. four ️⃣ Market situation and price strategy (personal rhythm, not recommended) Don't talk about predictions, just talk about rhythm. My first impression of Brevis' market performance from TGE to now is that it is quite stable. There was no exaggerated upward trend, and after Binance went live on Upbit, the price rebounded slightly without emotional selling pressure. The price movement seemed to be completed within a relatively reasonable range of turnover. This usually means one thing: the team is not in a hurry to exchange price for attention, so I have currently set some prices for this project. From the K-line perspective, the BREV wave is a typical post TGE "surge fall sideways secondary pullback" structure: At one point, it surged to around $0.55, then fell all the way back and formed a bottom sideways trend between $0.32-0.34. Recently, this pullback seems more like the "first leg lift after changing hands at the bottom". Circulation: 250M/1B (25%), the chips are not extremely tight, but it is not the kind of full circulation smash structure. 1) Market value: $85.8M, FDV: $343M; 2) Key price range (the line I will keep an eye on): Support zone: $0.32 (nearest bottom box), further down is $0.30 (psychological level/stronger defense line); Pressure zone: $0.36 (first resistance for pullback), $0.40 (front center/intensive trading), $0.45 (challenge only if it continues to strengthen); 3) Short term strategy: Suitable for small positions in trading bands, don't chase after price increases. More inclined to retrace around $0.32-0.33 to observe the continuation, and if it falls below $0.30, it will be considered a weak structure and withdraw first. If you can maintain a steady position of $0.36 with a large volume, it will be considered as a "successful second draw", and there will be room to continue to touch $0.40 above. 4) Mid line observation: Focus on two things: 1) Can we "sideways" form a higher box above $0.34 after this draw; 2) After the transaction volume drops, can the price still stabilize (volume reduction without falling is the true strength). five ️⃣ Final words Brevis is a project that many people only spend time researching after receiving the airdrop. And this' reverse order 'path is actually more likely to leave true long-term participants. The ZK line is not over, it's just changing form; Verifiable computing may not immediately become the protagonist, but once it becomes the "default ability", the value release will be non-linear; Brevis has at least taken the step from concept to production level implementation. As for price, it is a matter of rhythm in the short term, data in the medium term, and direction in the long term. I would rather wait for it to be used more realistically and slowly answer these questions. Looking forward to better performance in the future!