Vanar Ecological Airdrop Speculation: Why It May Target 'Real Users' Rather Than 'Wool Party'?
Conflict of Interest Disclosure: I do not hold $VANRY and have no cooperation with the @vanar team. The following is an independent analysis.
Airdrop season has arrived, but the potential airdrop logic of Vanar may be different from what you think. It is not serving those of us who are old hands in the blockchain, but rather traditional entertainment users who have not yet used a wallet.
Currently, most airdrop rewards are based on 'interactive behavior', but the core of Vanar's business model is to attract real consumer users into its entertainment ecosystem. Therefore, any future user incentives are more likely to anchor on consumption and retention data within the ecosystem applications, rather than simple on-chain exchanges. Its value realization node lies in: whether it can convert a large number of Web2 users into on-chain identities through cooperative games or brands.
Risk Exposure: If the partner's application itself lacks attractiveness, the airdrop will not bring lasting ecological vitality, leading to sunk incentive costs.
Key Observation Indicators: It is necessary to track the retention rate and interaction diversity of active addresses within its ecosystem (whether it goes beyond claiming airdrops). For example, the growth of NFT asset holders in its partner Sugar Rush’s game is a harder indicator than the number of on-chain transactions.
Engaging with the Vanar ecosystem, the mindset should shift from 'brushing interactions' to 'finding and deeply participating in its first blockbuster cooperative application'. The real value of the airdrop may lie in helping complete 'user education' among the early true participants.
Which form of traditional entertainment do you think will bring Vanar its first million real users? Is it games or music? Feel free to discuss.
