Meng

Shibuya belongs to @pudgypenguins. Japan takeover is now live. 🇯🇵

💥2025首个Alpha：胖企鹅即将发布一款手机游戏，它将打破有史以来所有加密游戏记录。 利好 $PENGU ，请珍惜0.1以下的机会。 @pudgypenguins @PudgyCN @LucaNetz

✍️写在BIO上线币安之前：犹豫就会败北 几天前，币安宣布新一期Lanchpool项目为 @bioprotocol 。虽在意料之中，但内心还是五味杂陈。 早在币安官宣投资BIO之前，我其实已经在关注DeSci，当时预感这个赛道很有潜力，但需要几年才会爆发，因此一直在观望。 那段时间，查阅了很多DeSci文章，意识到BIO有机会成为龙头，因为他们在打造 “链上科学版的Y Combinator”，叙事足够性感。 于是在10月底，我将BIO拍卖的消息分享给群友，结果无人知晓BIO为何物，最终的结果是集体踏空，真是起个大早赶个晚集。 后来，币安官宣投资BIO，这货一下子被推到公众面前，再加上URO和RIF横空出世，DeSci赛道一夜之间火了。还好在相当早期阶段埋伏了这俩Meme，不然真的要哭死。 复盘BIO，得出的结论是：当某个赛道还非常早期时，不要犹豫，先冲进去，然后做时间的朋友；Meme有望成为新兴赛道的练兵场，虽然风险较大，但散户有机会吃肉。 至于BIO，踏空已成事实。在上线币安前夕，不妨再看看这货有啥过人之处吧。 1. “链上科学版Y Combinator” YC是全球知名的科技创业孵化器，先后孵化了一堆牛逼的科技公司。反观BIO，其实是用Web3的方式打造另一个YC，利用区块链技术进行科学研究和资助： 孵化功能：像YC孵化科技创业公司一样，为科研项目提供各种资源 资金支持：通过区块链技术，BIO能够更容易地为科研项目筹集资金 社区参与：允许全球的科学家、患者和投资者共同参与和支持研究项目 加速发展：帮助科研项目快速成长，类似于YC加速创业公司的发展 创新模式：引入新的科研资助和商业化模式，打破传统科研资助的局限 2. 4大核心组件 BIO的本质是DeSci领域的策展和流动性协议，最核心的是BioDAO，即通过代币销售筹集资金，以此支持和开发与其使命相关的生物技术项目，同时在成员之间共享知识产权。 据BIO官网显示，目前已经有7个子DAO成功推出，累计融资3030万美元，部署研究资金720万美元。 点此查看：app.bio.xyz/launchpad 此外，策展系统、IP化和流动性、激励机制也是BIO的核心组件，通过多轮拍卖和空投计划构建多元化、参与度高的社区，为去中心化生物医学研究网络奠定基础。 参考文章：techflowpost.com/article/det… 3. 币安为最大“推手” BIO的爆火离不开币安的助力，主要体现在以下三点： ①cz助攻 早在上半年，cz就在致法官的一封信中提到：“我觉得目前的医学研究太多太受利益驱动...我想帮助资助小型研究实验室。在过去的几年中，我已经与该领域的许多生物技术初创公司进行了交谈”。 后来，cz多次提及DeSci并参加相关会议，已然成为DeSci赛道的灵魂人物，这多多少少会影响币安Labs的投资决策，为后来投资BIO埋下伏笔。 ②币安Labs注资 币安Labs是BIO的唯一机构投资方，这也是币安首涉DeSci投资，背后的意义非常大。 也正是因为币安的加入，BIO才真正走到舞台中央，成为市公认的DeSci龙头。 ③币安Lanchpool打新 从官宣获得币安投资到上线Lanchpool，BIO仅用了一个多月的时间，印象中属于头一次。 有意思的是，本次Lanchpool挖矿时间高达10天，释放 $BIO 代币总量的3%，还剩不到6天，记得把BNB或FDUSD塞进去：s.binance.com/BSXVmq3A #BIO #DeSci #Crypto #Airdrop @binance @binancezh @_kaitoai A few days ago, Binance announced the new Lanchpool project as @bioprotocol. Although it was expected, I still feel mixed emotions. Long before Binance officially announced its investment in BIO, I had actually been paying attention to DeSci. At that time, I felt that this track had great potential, but it would take a few years to explode, so I had been watching from the sidelines. During that time, I read a lot of DeSci articles and realized that BIO had the opportunity to become a leader because they were building a "chain science version of Y Combinator" and the narrative was sexy enough. So at the end of October, I shared the news of the BIO auction with my group friends, but no one knew what BIO was. The end result was that everyone missed the opportunity. It was really a case of getting up early and arriving late. Later, Binance officially announced its investment in BIO, and this product was suddenly pushed to the public. Coupled with the emergence of URO and RIF, the DeSci track became popular overnight. Fortunately, I ambushed these two memes at a fairly early stage, otherwise I would have cried my heart out. After reviewing BIO, the conclusion is: when a track is still in its early stages, don’t hesitate, rush in first, and then be friends with time; Meme is expected to become a training ground for emerging tracks. Although the risk is relatively high, retail investors A chance to eat meat. As for BIO, missing out is a fact, so let's take a look at what's so special about this product. 1. “Y Combinator for Science on the Chain” YC is a world-renowned technology startup incubator that has incubated a number of awesome technology companies. On the other hand, BIO is actually using Web3 to create another YC, using blockchain technology for scientific research and funding: Incubation function: Like YC incubates technology startups, it provides various resources for scientific research projects. Funding support: Through blockchain technology, BIO can more easily raise funds for scientific research projects Community Engagement: Allowing scientists, patients and investors around the world to participate in and support research projects Accelerate development: Help scientific research projects grow rapidly, similar to YC accelerating the development of startups Innovative model: Introducing new scientific research funding and commercialization models to break the limitations of traditional scientific research funding 2. Four core components The essence of BIO is the curation and liquidity protocol in the DeSci field. The core is BioDAO, which raises funds through token sales to support and develop biotechnology projects related to its mission while sharing intellectual property among members. According to BIO’s official website, seven sub-DAOs have been successfully launched, with a total financing of US$30.3 million and US$7.2 million deployed in research funds. Click here to view: app.bio.xyz/launchpad In addition, the curation system, IPization and liquidity, and incentive mechanism are also core components of BIO. Through multiple rounds of auctions and airdrop plans, a diverse and highly engaged community is built, laying the foundation for a decentralized biomedical research network. Reference article: techflowpost.com/article/det… 3. Binance is the biggest “promoter” BIO's popularity is inseparable from the support of Binance, which is mainly reflected in the following three points: ①cz assists As early as the first half of the year, CZ mentioned in a letter to the judge: "I feel that too much of the current medical research is too driven by profit... I want to help fund small research laboratories. In the past few years, I have spoken to many biotech startups in this space”. Later, cz mentioned DeSci many times and participated in related meetings. He has become the soul of the DeSci track, which will greatly affect Binance Labs' investment decisions. ②Binance Labs capital injection Binance Labs is the only institutional investor in BIO. This is also Binance’s first investment in DeSci, and the significance behind it is very significant. It is precisely because of the participation of Binance that BIO has truly stepped to the center of the stage and become the recognized DeSci leader in the market. ③ Launched on Binance Lanchpool It took BIO just over a month from the official announcement of Binance’s investment to its launch on Lanchpool, which is the first time in my memory. Interestingly, the mining time of this Lanchpool is up to 10 days, releasing 3% of the total $BIO tokens. There are less than 6 days left, so remember to put BNB or FDUSD in: s.binance.com/BSXVmq3A