00075 (@00075) • Hey
00075.lens
Publications
- Lido V2 的Staking Router是一个控制器合约，它为未经许可的节点运营商加入 Lido 的验证器集铺平了道路。目前处于政策讨论阶段，首批模块预计将于年底上线。
- Since using mac, I feel that it was a very wrong choice not to use Apple products before. I have been using non-Apple computers and mobile phones in the past, specifically Lenovo computers and Android phones. Android phones, such as Huawei phones, are actually not bad, and they can be used fairly easily. However, Lenovo computers really greatly reduced their work efficiency, and the losses caused are estimated to have bought n Apple computers.
For eating tools, it must be optimized as much as possible, because this will greatly improve work efficiency and increase work output. These outputs are sufficient to cover the cost of purchasing these hardware.
- 自从用上了mac之后，深感之前没有使用苹果产品是非常错误的选择，我过去一直使用非苹果的电脑和手机，具体而言就是联想电脑和安卓手机。安卓手机，比如华为手机，其实还好，用得还算上手。但是联想电脑真的是让自己的工作效率极大降低，造成的损失估计购买n台苹果电脑了。
对于吃饭的工具，必须要尽可能优化，因为这将极大提升工作效率，提高工作产出。这些产出足以cover购买这些硬件的成本。
- I think the lens team is really restrained, because they recently stated that they would give the advertising business to a third party. This is actually a big cake, but they chose not to do it themselves, but to do it by ecological applications. This is the positioning of a real platform. If you do the main revenue-generating business yourself, then it will compete with ecological projects and it will not be a real platform. Lens chooses to make its own social graph and backend, and any application on the frontend is done by a third party.
- lens团队我觉得真的是很克制的，因为他们最近表态会把广告业务给到第三方来做，这其实是一个很大的蛋糕，但是他们选择不自己做，而是由生态应用来做。这就是真正做平台的定位，如果你把主要创收的业务自己来做，那么就是和生态项目做竞争了，就不是真正的平台了。lens选择自己做社交图谱和后端就好了，前端的任何应用都由第三方来做。
- 我记得00075.lens这个域名我是在十多美金的时候捡漏的，现在lens profile的地板价格都已经是买入价格的十倍了，而其真实的价值将会随着lens生态的发展而不断增长。
- LUSD在USDC depeg期间也是depeg的，但是LUSD的机制使得其具有天生的恢复peg的能力，并且LUSD的持有人还因为拥有套利机制而获利。所以其实是有点反脆弱的感觉，而不是会陷入死亡螺旋。作为去中心化的超额抵押稳定币，我相信在未来它会拥有更广阔的发展空间。
- When you are lying on the hospital bed, you already know that your cancer is terminal, and your values and outlook on life begin to reset. If I had known why today, life suddenly became extremely precious in the face of life and death. At this time, I don’t want anything but health, the existence that I once took for granted.
- 当你躺在病床上，已经知晓自己癌症晚期，价值观人生观开始重置。早知今日何必当初，人生在生死面前忽然变得珍贵无比，这时候什么都不想要，只想要健康，那个曾经认为理所当然的存在。
- Due to fierce competition, the commission rate in the NFT trading market has dropped to 0, and the transaction itself is not differentiated, but standardized, so homogeneous competition is inevitable. So will the follow-up commission rate in the staking field drop to 0?
- 由于激烈的竞争，NFT交易市场领域的佣金率已经下降到0，交易本身并不是差异化的，而是标准化的，所以同质化竞争是不可避免的。那么staking领域后续佣金率会不会下降到0呢？
- Interacting with the lens ecology may be the most valuable investment at the moment, because the long-term value of the lens goes without saying, and the value of ecological applications will also emerge in the future. Early interaction and use will be rewarded in the future. Moreover, it does not cost money to interact with the lens. You said that there is no other good thing in the blockchain except the lens.
- 和lens生态进行交互可能是当下最有价值的投资，因为lens的长期价值自不必说，生态应用的价值将来也会显现出来。及早进行交互和使用，未来都会被奖励。而且和lens进行交互是不需要花钱的，你说区块链里面除了lens就没有第二个有这好事。
- Does rocketpool have network effects? I think there are. The more people join rocketpool to become node operators or stakers, the value of RPL will continue to grow, which is beneficial to existing node operators. At the same time, after joining rocketpool, both node operators and stakers are mostly people who believe in the long-term value of ETH, and their stickiness is relatively strong. RPL is the most critical element to strengthen the network effect of the protocol.
- rocketpool有网络效应吗？我认为是有的，越多人加入rocketpool成为节点运营商或者staker，将会使得RPL的价值持续增长，有利于存量的节点运营商。同时加入rocketpool之后，不管是节点运营商和staker大多都是相信ETH长期价值的人，粘性相对较强。RPL是强化协议网络效应最关键的要素。
- To invest in crypto, you need to look for network effects, value capture, decentralization, and scarcity. This is the underlying logic and methodology of investment. The first three are for protocol tokens, and the last one is for NFT. spoken.
- 在crypto投资，需要寻找的是网络效应、价值捕获、去中心化和稀缺性，这是投资的底层逻辑和方法论，前面三个针对的是协议代币而言的，最后一个是相对于NFT而言的。
- 宇华教育的债务中银行借贷合计7亿元，利率3.9%。占负债大头的可转债公允价值为16亿（面值大概18.7亿元），可转债年利率只有0.9%，是非常便宜的资本。
最近又折价回购了6亿多，现在的实际债务应该大幅下降了。负债总额应该只有大概17亿元左右。
- 宇华教育虽然2021年末期和2022年中期都没有分红，但是通过低价回购可转债，其实是更加有效地利用了资金，剩下的钱直接成为了利润。
- Seeing the ever-increasing lens floor price and average transaction price, I vaguely feel that I have mastered my future. However, I also feel regretful. In the past period of time, I have not really realized how big the opportunities are, and I am not willing to invest more money to get better chips.
- Now my main job every day is to read widely, and there is no clear specific direction, but I am interested in many things. The reading topics during the year include human history, history of science, astronomy, physics, science fiction, international politics, biography, etc. I want to expand the breadth of reading first, and then seek depth. Broaden the boundaries of cognition, deepen the understanding of the world, and strive to become a better investor and a wiser person.
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