I've been watching BREV for nearly half a year, and the airdrop process this time is honestly frustrating. As an analyst who has continuously followed this project, I need to break down what happened today.
First, let's discuss why BREV attracts so many people. The Brevis team behind it genuinely has strong expertise in the verifiable computation layer. Their core advantage is solving high-complexity computation problems on the blockchain. The industry recognition is significant too — Ethereum Foundation researchers are using their technology for blockchain verification testing, which itself demonstrates the technical value. From a ZK field technical barrier perspective, long-term holding does have fundamental support.
The problem lies in execution. The official only released 57,000 allocation slots, and then designed an absurdly complex process — binding historical credentials, verifying holdings, multiple verifications... I spent half an hour just understanding the rules. When the actual claiming window finally opened, everything was gone in the first minute. The efficiency is worse than airline ticket scalping during major travel seasons. As a result, script kiddies actually got the rewards. Several friends around me who, like me, seriously researched the project and camped out in advance all ended up with nothing. Half a month of effort went down the drain.
Complaints aside, I should discuss practical operational strategy. I personally set up a 400-unit hedging position in advance, and I'm not planning to unwind it now. The core logic behind this is to manage market uncertainty after the airdrop. Although the claiming phase has now concluded, from a long-term perspective, it will take time for the market to truly digest this supply shock. The hedging position is essentially insurance against this uncertainty.
I've been watching BREV for nearly half a year, and the airdrop process this time is honestly frustrating. As an analyst who has continuously followed this project, I need to break down what happened today.
First, let's discuss why BREV attracts so many people. The Brevis team behind it genuinely has strong expertise in the verifiable computation layer. Their core advantage is solving high-complexity computation problems on the blockchain. The industry recognition is significant too — Ethereum Foundation researchers are using their technology for blockchain verification testing, which itself demonstrates the technical value. From a ZK field technical barrier perspective, long-term holding does have fundamental support.
The problem lies in execution. The official only released 57,000 allocation slots, and then designed an absurdly complex process — binding historical credentials, verifying holdings, multiple verifications... I spent half an hour just understanding the rules. When the actual claiming window finally opened, everything was gone in the first minute. The efficiency is worse than airline ticket scalping during major travel seasons. As a result, script kiddies actually got the rewards. Several friends around me who, like me, seriously researched the project and camped out in advance all ended up with nothing. Half a month of effort went down the drain.
Complaints aside, I should discuss practical operational strategy. I personally set up a 400-unit hedging position in advance, and I'm not planning to unwind it now. The core logic behind this is to manage market uncertainty after the airdrop. Although the claiming phase has now concluded, from a long-term perspective, it will take time for the market to truly digest this supply shock. The hedging position is essentially insurance against this uncertainty.