0xgem (@0xgem) • Hey
加密圣杯
Publications
- Another case in point. What has everyone collected my post about bots for?! At a point where this gets loads of collects and an otherwise-unreleased Calibre song that @sameold.lens offers us only gets a few, something's gone a bit wrong.
OK, granted you can collect that post of mine for free, but it speaks to how Lens needs to get past people hoarding NFTs via collect for no apparent reason. I assume the reason may be people/bots trying to inflate engagement thinking an airdrop is imminent. If that is the case though that's a real shame, because this platform could be an incredible space for conversation and culture. The potential here is astronomical, but I can't go to our label or artist clients and show them this as a place to invest time and money right now. They won't look and see all the possibilities; they'll just see weak, low quality engagement, and move on. That's a massive shame, as in our view Lens could play a HUGE part in the future of music.
- There's currently 10 votes open on Snapshot for the Aave DAO.
Feel free to participate!
- Whats the most interesting innovation since the disco ball?
- ZM
- This is Lenny
- 这类投资最大的风险是
币圈不想发展自己的美联储,不想把eth变成10年美债,不想把eth变得过于金融化
那我觉得这个路径很性感,我就先上了
这个叙事够大,够新,够强,够割我了哈哈
其次的风险是
流动性继续流出,市场冷清,持续阴跌
这种属于市场本身的风险,我觉得还好,看个人的投资风格和头寸
- 老实说,这三块的协议,如果自身发展没啥问题
那么短期被套我是不慌的
但是新协议,前期低流通的要注意风险
还有那种前提透支涨幅的也是要注意
- 其实这个环境里主要三块
1. 贿选获得流动性。这是稳定币必要一环,也是提高质押以太坊利率的一个解决方案。所以贿选相关协议,可以看看
2. 基于质押以太坊的稳定币,可以看看
3. 基于质押以太坊的生息资产类defi协议,可以看看
- 大资金直接购买以太坊国债,国债诞生的币圈美元流通市场,通过调节以太坊质押率(类似于现在贿选cvx/crv这样)控制稳定币流通
币圈联储正式形成,币圈出现脱离美元运转的契机
基本上就这么些了,这大概是币圈最大的叙事
个人感觉比公链叙事大
剩下的就是选择标的了
- 还有没说完的逻辑
1、以太坊质押提高,以太坊流通变少;且,以太坊已经通缩
2、以太坊衍生品解放大量购买力,市场上活钱变多
3、以太坊进入类luna螺旋旁氏,但最大的区别是,以太坊是有基础价值的
- 4、基于有息资产可以衍生很多品种,类似于美国的国债市场和衍生品市场
5、币圈还有独立的衍生品,叫做稳定币
这就是上面推特的逻辑
- 让我们回到牛市引擎的第一步来看
所谓牛市,就是人和钱大量涌入,投资者情绪高昂,看到啥都想买
具体来说,币圈自己也要有东西能接得住这些钱,很多很多的钱
就像当年defi作为牛市发动机
其实不需要很多人,一两个巨鲸,就能带来10亿以上美金
钱多了,市场就活了
- 那么接下来一个,我觉得币圈自身最大的储水器
显然还是以太坊,准确说是质押的以太坊,以及其衍生品
我们盘一下逻辑
1、pos质押率是安全保证,必须提高质押率,这是政治正确
2、提高的过程必然要质押(正确的废话)
3、质押有利息收入
- 以太坊上海升级后,币圈新的最大叙事就要开始了
假如明天就是牛市,或者你问我,下一轮牛市的推动器是什么
那么我会非常肯定的告诉你,是基于质押eth的衍生品
也就是lsd-fi
这是个很大的赛道,有很多项目方创业机会,也有很多投资机会,从0开始跑出一个市值排名前30(2b+)的项目,我绝不意外
- 你就天天盯着你那交易所那点币吧
整天啥也别干了
睡醒先打开手机看看涨了没
每天幻想着子虚乌有的空投
你说你焦虑 我看你有暴富妄想症罢了
你脱离了正常人的生活轨迹
每天彻夜难眠 防止错过半夜的消息
就这样 你成为了一个不折不扣的废人
到头来 你什么都没有获得
没有存款 没有朋友 没有对象
- 你就天天盯着你那交易所那点币吧
整天啥也别干了
睡醒先打开手机看看涨了没
每天幻想着子虚乌有的空投
你说你焦虑 我看你有暴富妄想症罢了
你脱离了正常人的生活轨迹
每天彻夜难眠 防止错过半夜的消息
就这样 你成为了一个不折不扣的废人
到头来 你什么都没有获得
没有存款 没有朋友 没有对象
- Improvisation
Improvised the other day...felt a bit gloomy but then felt so much better after playing piano :)
Does this happen to anybody? Music can be so therapeutic!
#music #piano #pianomusic #improvisation #originalmusic
- Uploading a video on @orbapp.lens of the ORB team showing the app at #ETHDenver ✨
- 👋 Lens Frens!
Turn your Lens profile into an Apple or Google Wallet pass by using lens.ethpass.xyz.
Share your Lens profile by having others scan your QR code.
- We need more gamers into Lens, urgent need to know latest exciting games
- March is here! The world's biggest annual #AI & #Metaverse conference #NVIDIA GTC 2023 is near!
The founder of $RNDR Jules will be giving two presentations on #AI, #Rendering, and #HolographicDisplays. Hopefully hear more #Apple ecosystem integrations too!👀
- All swaps done on zksync 1.0 in @argentHQ wallet are done via @ZigZagExchange under the hood.
So if you have been constantly swapping tokens their you have probably received the following email.
Congrats, $ZZ airdrop incoming for you.
- 测试代币如此珍贵储备着用吧,有 ENS 域名的去领0.25 个值钱的 Goerli ETH 代币
alpha.ens.domains
- 今年上半年最值得期待的大毛——$lens。几个理由:1. Defi巨头AAVE亲儿子,背景强=上币安轻松;2. 社交赛道龙头,必须支棱;3. 总数才十万,不卷;4. 空投标准不明朗,潜力高。总体来说,$lens目前都上了Coinbase,其他交易所是稳的,币安也基本预定,赛道热,背景强,绝对是单号5000刀级别大毛!!!
- Everything you need to know about recent updates from the Lensverse is at your fingertips!
🎙️We hosted our second Lens community call with 4.6K live listeners tuning in covering alpha leaks, exciting partnerships, and guest creators. A big thanks to all our special guests: Sandeep from Polygon, @nilesh.lens , @rehash.lens , @thesmurfssociety.lens , @dradaku.lens
Didn’t make it? We got you covered: 💚
https://twitter.com/LensProtocol/status/1621119376895377408?s=20&t=RUW7OAEPb3tFNFXzxR6vtw
**Here's an overview of recent updates from the Lensverse!**
Our friends at @orbapp.lens launched a massive update full of features and surprises including DM's! 📩 powered by @xmtp_.lens https://lenster.xyz/posts/0xbbb9-0x010a
Mobile app @buttrfly.lens released flexible and customizable push notifications with many settings for the community to play with https://twitter.com/buttrfly_app/status/1617969106845831168?s=20&t=mbPmhzZST17gyfStbLVckw
Mobile app @lenstaxyz.lens lead the way as the first app to allow you to monetize content on mobile.
https://twitter.com/lenstaxyz/status/1617844971360653314?s=20&t=mbPmhzZST17gyfStbLVckw
For our creators and web3 social managers, @postter.lens is now enabling “Plan now, post later” on Lens https://lenster.xyz/posts/0x01a303-0x03
Communication protocol @push_.lens saw Lens notification opt-in cross 1,000 users.
https://twitter.com/pushprotocol/status/1618246294816051201?s=20&t=IbTXQD7KaN9F6Yi0kWIdOQ
**Our head of Developer Relations @nader.lens launched New Dev Tutorials 🎥 on Lenstube**
How to integrate a Share to Lens button into your web application https://lenstube.xyz/watch/0x28a2-0x047a
How to integrate a Follow on Lens button into your web application https://lenstube.xyz/watch/0x28a2-0x04a1
He also made one of these 3D Lens Fren 🤗
https://twitter.com/dabit3/status/1621232553679110144?s=20&t=AxBFyI1afvWPxhWFJCmvPw
Explore the Lensverse https://www.lens.xyz/apps & help to contribute to the community by listing your fave projects and features in the comments below.
If you want to get more involved, integrate, or build using Lens, @nader.lens and @fabri.lens are here to help you get started.
- Something is steaming...🥟 @dumpling.lens
- Let's GHOOOOOOO! We are live on Testnet! 👻 gho.xyz
Stay up to date on all things GHO here (and grab the genesis edition collect!)