BSC On-Chain Strategy
+-----------------------------------------------------------+| BSC STRATEGY |+-----------------------------------------------------------+| || Ladder-style gaming market structure || || Four.meme -> Alpha -> Futures -> Spot || The ultimate gaming ecosystem || |+-----------------------------------------------------------+1/ Core Competitiveness of On-Chain Gaming
Section titled “1/ Core Competitiveness of On-Chain Gaming”Gaming as an industry has continued for millennia, with growing scale.
Problem: Severe gambling addicts globally only 2%. How to get 98% non-severe addicts to enter?
Why gamble on-chain, not on exchanges?
| Demand Type | Appeal |
|---|---|
| Retail Demand | Small bets for big wins, pursue higher volatility and odds |
| ”Capable Person” Demand | Change rules to gain advantage, from trader to issuer |
Both demands unified on “rule diversity”
2/ Solana On-Chain Deficiency
Section titled “2/ Solana On-Chain Deficiency”Though SOL narrative encompasses everything, 80%+ projects launch through same Pump-style bonding curve:
Same launch mechanism leads to:├── Same volatility characteristics├── Same market cap ceiling├── Same liquidity expansion path└── Same investment strategiesEssentially, entire SOL is just another “trading rule” CEX, lacks rule-level diversity
Two things Solana did wrong:
- Encourage massive launchpads to compete with Pump (same ruleset)
- Bet on XSTOCKS US stocks on-chain (pricing power not on-chain)
3/ Binance’s Liquidity Ladder System
Section titled “3/ Binance’s Liquidity Ladder System”Binance constructs complete gaming ecosystem through multiple market rulesets:
Four.meme Free (0-200K MC) | vFour.meme Fair (transition) | vBinance Alpha (5M-50M MC) | vBinance Futures (50-100M MC) | vBinance Spot (500M+ MC)Each ladder provides “exit liquidity expectation” for next level
4/ Fair Mode Problems
Section titled “4/ Fair Mode Problems”Community complaints:
- Must KYC with Binance to play
- 4x points causes Free same-name tokens to be diverted
- Internal graduation conditions too harsh
- Can’t effectively prevent bots
- Exclusive ticker 72-hour mechanism
Real Problem: Fair and Free are essentially same thing
| Comparison | Fair Mode | Free Mode |
|---|---|---|
| Leverage Efficiency | Peak 45x | Peak 55x |
| Capital Requirement | $54.4K | $19.6K |
| Entry Barrier | Need KYC | Unlimited |
Fair Mode provides worse odds, higher risk, stricter limits, why would users choose?
5/ Improvement Plan: Leaderboard Mechanism
Section titled “5/ Improvement Plan: Leaderboard Mechanism”Fair mode’s real value is MPC entry: Use BSC money-making effect for wallet user growth
Improvement Suggestions:
| Dimension | Plan |
|---|---|
| Entry Reconstruction | Change to top 100 leaderboard, keep scoring system |
| Incentive Mechanism | Higher ranking, higher points multiplier |
| Exit Channel | Alpha/Aster periodically select listings from leaderboard |
6/ Systemic Logic
Section titled “6/ Systemic Logic”Split Model Dimension:└── Free trenches 10,000+ daily, split rate sufficient
ROI Pressure:└── No one gives higher liquidity expectation → Prisoner's dilemma
Listing Constraints:└── Fear can't find leaders, can't give airdrops
Exit Liquidity Expectation:└── Fair leaderboard explicitly hints at possibility of higher markets
Liquidity Concentration:└── Alpha points incentivize users to trade stronger ones
Listing Buffer:└── Binance has time to see if operators have vision7/ BSC Strategic Intent
Section titled “7/ BSC Strategic Intent”Binance forming moat at critical junctures:
| Layer | Control Point |
|---|---|
| Wallet | Binance Wallet/MPC controls user entry |
| Trading | Multiple launchpads, DEX aggregators, on-chain Perp |
| Pricing | On-chain trading denominated in BNB |
Four.meme --> Alpha --> Futures --> Spot \ / \______ Same BNB _________/True ultimate split model and gaming system
8/ From Public Chain to Exchange Perspective
Section titled “8/ From Public Chain to Exchange Perspective”Don’t think of BSC as public chain, should reverse:
Think of all public chains as exchanges
Stand in Binance perspective think how to compete with these “exchanges” with/without KYC advantages, different main directions and continuously lead
Core Formula
Section titled “Core Formula”On-Chain Gaming Competitiveness = Rule Diversity × Liquidity Ladder Completeness
Solana Problem:└── 80% projects same launch mechanism = Lacks rule diversity
Binance System:├── Four.meme (0-200K)├── Alpha (5-50M)├── Futures (50-100M)└── Spot (500M+)
Fair Mode Improvement:├── From launchpad to leaderboard├── Dynamic points multiplier└── Fill 1-10M market cap gapWhether you’re trader or DEV, need to study hard Shandong learning, fully understand your relative position in system