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活跃于欧易、币安、火币等华语社区，专注空投0撸、链上实战与Web3研报分享。横跨Meme、GameFi、DeFi与NFT，记录每日交易日记，捕捉加密风暴中的每一个机会。
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How to Conduct Investment Research in Web3 in 2025

#Defi质押指南#撸空投详细教程#欧易跟单技巧#Bybit注册流程#DeFi挖矿入门117
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The text discusses the importance of investment research (投研) in the context of participating in airdrops within the cryptocurrency sector. It emphasizes the need for careful project selection and planning before engaging in investments, as not all projects can be pursued. Key points include: 1. **Timing**: Early involvement in projects is crucial to meet airdrop snapshot requirements, as missing out can lead to wasted efforts. 2. **Investment Amount and Team Endorsement**: Projects backed by significant funding and reputable investors (like a16z or Binance) tend to offer more generous airdrops. Strong team support also enhances project credibility. 3. **Market Trends**: Aligning with current market narratives (e.g., L2 solutions, DEXs) can attract investment and community participation. Emerging trends like content mining are expected to gain traction. 4. **Cost Management**: For smaller investors, low-barrier projects that do not require significant capital are preferable. High-risk projects can lead to total losses. The text concludes that as the airdrop landscape evolves, participants must adapt their strategies, focusing on clear objectives and manageable investments. It raises questions about the future of investment strategies in this space.

What is Investment Research?#

Investment research can be understood as the process of thinking and planning before taking action, with the core focus on selecting projects and formulating plans. In simple terms, it is about how to choose projects and decide which to participate in and which not to, as we cannot participate in everything.
For example, why do the projects that other teachers participate in yield high returns, while the ones I participate in yield low returns? Suppose each person can participate in ten projects per week, and the success rate for teachers is 70%, while mine is only 30%? This is the value of investment research.
Nowadays, the airdrop industry is no longer an era of casual participation or blindly following trends. Even if teachers selflessly share all information, we cannot fully keep up. Especially after the rise of content mining, it has become harder to distinguish between true and false information. Therefore, how to filter projects and allocate resources has become a key issue.

1. Timing (Early Stage)#

Getting involved early ensures compliance with airdrop snapshot rules; otherwise, subsequent efforts may not bridge the gap.
"The earlier you participate in all dApps within the ecosystem, the more potential rewards you can obtain."
The early stage is crucial; if missed, I would rather give up on the project, as it is likely to be a waste of effort.

Three Examples:#

  • ① strknet: I got involved relatively late, just a few days away from the airdrop rules, and failed to meet the minimum tier conditions.
  • ② zkbridge: I only entered after the Panda King Odyssey ended, which led to not obtaining the key airdrop standard, the Panda King NFT, and only receiving a small amount of low guarantees.
  • ③ initia: I did not participate in the first phase and could not join later, resulting in zero returns.

2. Investment Amount and Team Endorsement (Market Consensus)#

  • Projects that have raised over ten million yuan and are led by top institutions like a16z and Binance Labs often have more generous airdrops.
  • Projects that involve or are endorsed by key components of public chains (like DEX), such as Jupiter on Solana and Walrus on Sui, also tend to have higher premiums when launching airdrops.
    The investment amount and team must be strong enough (this reflects the primary market's consensus and backing).
  • ① For example, projects that raise over ten million yuan and are led by investors like a16z or Binance are better, as projects invested by Binance are more likely to be listed on Binance, which is a leading trading platform in the crypto market and can provide high premiums and exit liquidity.
  • ② In terms of team support, projects that play a key role in public chains (like DEX being the limbs of public chains) usually have good wealth effects if they receive participation or support from the public chain team. The positions of Jupiter in Solana and Walrus in Sui are examples; such projects often have high premiums during airdrops because the project parties are well-funded and generous with airdrops.

3. Track Imagination (Mainstream + Core)#

  • Aligning with current mainstream narratives (like L2 in 2023 and DEX in 2024) helps attract hot money and community participation.
  • "Content mining" is set to become a hot track in 2025, where everyone can publish articles to earn rewards, thus driving enthusiasm and capital inflow.
    Track imagination (aligning with mainstream and core, also reflecting the current market's profit-making style).
    For example, the L2 narrative in 2023 focuses on Ethereum scalability, the DEX narrative in 2024, and the content mining in 2025 allows everyone to become a KOL, earning rewards through project research and Twitter posts, attracting hot money speculation and capital participation, and enhancing community popularity.

4. Cost Accounting (Difficulty Level)#

  • For small players with limited funds, low-threshold, zero-lockup projects are optimal, as they only lose time and not principal.
  • Over-staking or relying on interaction types like check-ins can lead to total loss from a single contract accident.
    Cost accounting (profit-loss ratio): If a project is great but I cannot participate, it is not a good project. For example, check-in types are unfavorable for those without technical means, and staking types are difficult to manage for small funds in terms of risk control; one might earn interest ten times but lose everything if the project is hacked once. Therefore, I prefer projects with lower costs, where I only lose time and not money.

To achieve results in airdrops, one needs to select projects well in the early stage, persist in execution in the mid-stage, and then reap rewards in the later stage.
As the returns in the airdrop industry decline in 2024, the overall number of participants in 2025 will decrease, with more people exiting this long-cycle, high-investment, time-consuming activity. Survivors will turn to more targeted airdrops (like exchange airdrops) or small investments (like more people becoming KOLs).
For those who persist in airdrop hunting, investment research is no longer just about looking at financing and teams; it requires more strategies. Perhaps after this distribution method fades, a new narrative will take its place, but for now, we can only continue to try; only by participating can we know what works and who is deceiving.
However, methods that are highly certain, low in difficulty, time-saving, and can manually operate hundreds of accounts may no longer exist. Where do we go from here? This is a question worth pondering.

from——@Beijing Teacher

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