great efforts yield miracles (burning money to exchange for market share)
This strategy has a universality that spans cycles between Web2 and Web3.
From the WeChat red envelope war back then, Didi and Kuaidi's subsidies,
to the current Binance Alpha airdrops and Tencent Yuanbao distributing money,
the core logic is to quickly occupy users' mindset through direct benefit transfer, building a moat.
compared to Binance Alpha's crazy airdrops,
Looking at how Tencent Yuanbao distributes money to understand how to open up markets.
you think you are just taking advantage,
the giants are interested in your 'biological clock'.
From the 2015 Spring Festival Gala WeChat red envelope to the 2025 Binance Alpha,
The essence of burning money has never changed: whoever controls the flow entrance defines the industry standards.
Since yesterday,
I've already started bombarding various red envelope messages in all the groups I'm in.
Like a skin disease, opening the group dazzles people!
So today we will not criticize this matter at all.
After all, this strategy and plan,
is to regain control over AI through the way of madly throwing money to acquire customers at Tencent,
Still applicable in China and around the world.
Have you been bombarded by various 'yuanbao red envelopes' these days?
Don't rush to treat them as a nuisance.
When you peel away the annoying surface,
You will find that this strategy of violently throwing money to exchange for a moat,
From WeChat in 2015 to Binance in 2025, it has never failed.
Why is 'burning money' the only way for giants?
Time goes back to the 2015 Year of the Sheep Spring Festival Gala
WeChat threw down 500 million cash,
only took 2 days to bind about 200 million bank cards.
What concept?
This is equivalent to the scale that Alipay accumulated in 8-10 years.
Tencent used a Spring Festival red envelope rain,
Directly completed the 'bend overtaking' on the payment battlefield.
This is not just marketing, this is a dimensionality reduction strike.
Looking back at the 2014 'Didi vs Kuaidi' subsidy war
Burning 100 million every day at peak times,
A total of 4 billion burned.
The result? Two companies merge, taking 99% market share, with the remaining 40+ competitors all out.
In the face of absolute market monopoly,
The money burned is just the entry ticket.
As long as the monopoly is established, recouping costs is just a matter of time.
Pinduoduo-style mindset
Why does this trick work every time?
Tencent's yuanbao now,
very similar to the early Pinduoduo viral growth.
Users' mindset is very honest: 'real money > any sentiment'.
when the returns are certain (red envelopes/airdrop),
Users will automatically become your 'salespeople'.
This viral spread that tears open a gap is harder than any advertisement.
Returning the perspective to the crypto world
Why did Binance Alpha succeed?
The essence is the Web3 version of the 'subsidy war'.
It uses certain returns (airdrop expectations),
continuously 'blood-producing' from outside the circle for Binance.
including ok's Booster, the logic is similar.
As long as you are willing to lift a finger,
Giants are willing to pay CAC (customer acquisition cost).
In today's traffic depletion, this is the most efficient means.
Back to the 'anxiety' of Tencent's yuanbao.
I mentioned before, the domestic AI arms race,
The top three slots are already determined, now it's about 'fighting for second place'.
Tencent replicates its former glory,
is to take back control over AI.
Stickiness = monetization ability.
whoever has the largest user base,
whoever defines the future AI monetization model.
whether it's Web2's red envelope rain,
Still the airdrop rain of Web3.
'Wealthy and generous' is always a hard truth in any cycle.
As investors/crypto enthusiasts, we do not need to criticize this strategy.
What we need to do is to grab territory while the giants are 'fighting' and throwing money.
Even if you take a basin to catch, you can still fill it to the brim.
Everything is interconnected, digital is king | For more airdrop activities, pay attention to #welinkBTC
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