f.fear ◱ ◱ (@0xthereum) • Hey

Electrical engineer / Crypto Investor

Stats

Publications

YAH
Whats the Lens sentiment these days on Worldcoin?
gm, its 6am on a Monday and we have shipped 🚢 Curated Lens Creators is our attempt at curating lists of creators + their audiences for different types of promotional content. It's a data pipeline that does two things: - who are the top creators on lens based on activity, follows, post engagement, etc? - using the lens profile interests, use an ML/LDA model to infer a creator’s actual interest based on their content Need to promote an NFT Collection? DeFi Protocol upgrade? Music NFT drop? Latest creator tool? We're taking the first step towards offering curated lists as a service for lens clients; suggested follows, for you, promotional offers (cc @stani.lens) Our list is in beta and available for browsing. We're still working on the algo, so tags are not perfect - but if you're on the list, comment with your screenshot! https://creators.madfinance.xyz/creators/curated
In Bulk and On Demand Queries with Lens BigQuery 🔗 Codebase - https://github.com/dabit3/lens-bigquery-with-node.js 🔗 Docs - https://docs.lens.xyz/docs/public-big-query In this video, I'll introduce the Lens BigQuery API, demonstrate its capabilities using the Google Cloud Dashboard, and guide you through building a JavaScript project from scratch to query and store data locally. By the end of this tutorial you should have a good understanding of how to use the API to query all of the available data sets.
Bitcoin Dominance still up, now 48.8%. - +16% since the beginning of the year - Bitcoin Dominance is Bitcoin's share of total cryptocurrency market capitalization
🚨LIVESTREAM🚨 ETH Staking Withdrawals are HERE 🔥 We're joined by: - Justin Drake - Anthony Sassano What does this means for the market & what could it mean for you?? 🫵 Set a reminder to find out! ⏰ Show starts tomorrow (4/12) at 6am PT / 9am ET 👇👇 https://youtube.com/live/3yqTdZpBGF8
Holiday for this year
$ARB PRICE SCENARIOS 🦅🔵 Investor price* → Market Cap 85M - ARB $0.07 Pessimistic → Market Cap 360M - ARB $0.30 Moderate → Market Cap 780M - ARB $0.65 Optimistic → Market Cap 1.4B - ARB null.20 Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50 @Arbitrum Thread 🧵 - Let's estimate 🧠 $ARB is launching in 6 days Snapshot Date: Feb 6th 2023 Many active DeFi got this airdrop (12% of the total supply) How much could $ARB be worth a few days after launch? 1/18 Arbitrum One is the biggest Ethereum Layer2 blockchain in the space, by TVL and market share • Market share: 55% • TVL: $3.7B 2/18 Today we will roughly try to estimate $ARB price valuation a few days after launch - after the dust settles. By using: • Total & initial circulating supply • Market Benchmarks • Percentage airdropped 3/18 TOKENOMICS • Team & Advisors: 26.94% • Investors: 17.53% • Treasury: 42.78% • Airdrop to users: 11.62% • Airdrop to Arbitrum DAOs: 1.13% 4/18 TOKEN SUPPLY • Total supply: 10B tokens (10,000,000,000) • Circulating supply on 1st day: roughly 1.2B (1,200,000,000) ~12% of total supply User airdrop is immediately unlocked. It's safe to assume that Airdrop to Arbitrum DAOs will not enter the market right away 5/18 AIRDROP CRITERIA • Conducting transactions during 2-9 distinct months • Transaction frequency & interaction (4-100) • Arbitrum Nova activity: 3-10 transactions • Bridging to Arbitrum & Arbitrum Nova • Transaction value: $10k-$250k • Providing liquidity: $10k-$250k 6/18 🔗 Check your eligibility here: arbitrum.foundation 🚨 Careful with scam links, always get your link from @Arbitrum twitter Now, let's try to make scenarios for $ARB's price 👇 7/18 FDV AND MARKET CAP MEANING • Fully Diluted Valuation (FDV) = total supply * token price • Market cap = circulating supply * token price With $ARB numbers: FDV = 10B * token price Market cap = 1.2B * token price Token price = ❓ 8/18 SPECULATING INVESTOR'S PRICE According to Crunchbase, Offchain Labs raised 120M. Investors are getting ~17% of the token supply, which is around 1.7B tokens. If they bought 1.7B tokens for $120M, then that's around $0.07 per ARB. Pure speculation 👀 9/18 The best benchmarks for $ARB are Optimism and Polygon, but we can also work with other chains. Let's compare: • Polygon $MATIC • Optimism $OP • Fantom $FTM • Solana $SOL 10/18 Optimism $OP - the 2nd biggest Ethereum L2 • TVL: $950 million (DefiLlama) • FDV: $10.8 billion • Market cap: $800 million If $ARB had this FDV, its price would be ~null.08 11/18 Polygon $MATIC • TVL: null.05 billion • FDV: $11.8 billion • Market cap: $10.7 billion If $ARB had this FDV, its price would be ~null.18 12/18 Fantom $FTM • TVL: $445 million • FDV: null.4 billion • Market cap: null.2 billion If $ARB had this FDV, its price would be ~$0.14 13/18 Solana $SOL • TVL: $245 million • Market cap: $7.7 billion • FDV: $10.9 billion If $ARB had this FDV, its price would be ~null.09 14/18 Summarizing: • $ARB with the FDV of $OP: null.08 • $ARB with the FDV of $MATIC: null.18 • $ARB with the FDV of $FTM: $0.14 • $ARB with the FDV of $SOL: null.09 15/18 If the market prices ARB at the same level as OP and MATIC (~10B FDV) then token price could be ~null.00 In contrast, for ARB price to be $3.00, its FDV needs to be 3 times the size of OP's. Yes, Arbitrum has two times Optimism's TVL, but I don't know if that is enough. 16/18 PRICE SCENARIOS Pessimistic → Market Cap 360M - ARB $0.30 Moderate → Market Cap 780M - ARB $0.65 Optimistic → Market Cap 1.4B - ARB null.20 Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50 17/18 The first hours of trading will probably be a mess, so expect volatility. These numbers are just a price iteration and comparison to what's already out there. I don't expect them to make sense the first day of trading. 18/18 LIQUIDITY Remember Optimism partnered with Wintermute for liquidity on $OP launch; we should wait to see how Arbitrum does it. I think they will surely take care of initial liquidity. At which price would you sell $ARB? ⚡️ Join me on Telegram for lightning-fast alpha notifications: https://t.me/OlimpioAlpha 👥 Also, lots of DeFi and Airdrop talk is going on inside Earndrop's server, join here: https://earndrop.io/discord
This is Lenny
Maldives is coming 🏝️
Time to bed Zz
$ZZ airdrop data 🪂 Today ZigZag released their airdrop information. Over 110,000 addresses qualify to claim $ZZ Airdrop date: on or before Feb 28, that's 4 days from now. Airdrop breakdown how to check if you can claim 🧵👇 1/10 Airdrop information • Total addresses airdropped: after all airdrops around 110,000 addresses • Total ZZ airdropped: after all airdrops around 35,000,000 ZZ (35% of supply) 2/10 Airdrop information There are 7 possible ways to be eligible to this airdrop. 1. Trader airdrop 2. Gitcoin donor 3. Atlendis LP 4. MM bot airdrop 5. Discord Member 6. POAP holder 7. IDO participant Let's break this down: TRADER AIRDROP (1/7) Criteria: • 300 ZZ/address • 1-month activity (1st & last swap 30 days apart) • 4 unique days with swaps Early adopter bonus: • 300+ ZZ if 1st swap before 1 Dec 21 • 100+ ZZ if 1st swap before 1 Jan 22 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/trader_eligible_addresses.csv GITCOIN DONOR (2/7) Criteria: 2 ZZ for every USD donated (3 USD minimum) 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/gitcoin_eligible.csv ATLENDIS LP (3/7) Criteria: 500 ZZ per depositor (5 USD minimum) 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/atlendis_eligible_addresses.csv MM BOT AIRDROP (4/7) * This airdrop was already distributed. It was the first one. Criteria: ZZ based on amount of trades 🔗 search your wallet: https://docs.zigzag.exchange/zigzag-exchange/airdrops/mm-bot-airdrop Check your wallet in https://zkscan.io/, airdrop already distributed. DISCORD MEMBER AIRDROP (5/7) Criteria: ZZ based on Member role (1000 ZZ to Og, 750 ZZ to Senior, 500 ZZ to Member) 🔗 search your wallet: coming soon POAP HOLDERS (6/7) Criteria: 300 ZZ per POAP holder (https://poap.gallery/event/27697) 🔗 search your wallet: https://3059672253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvfgwOIiMma9VlJTwj0yt%2Fuploads%2FC7n2Ct9GFsxFaT4e8yXB%2FZigZag%20Exchange%20Lantern%20Festival%20Trivia.csv?alt=media&token=de2f2e43-5131-4fae-b791-4288ac784e6c IDO PARTICIPANT (7/7) Criteria: 3 ZZ for every ZZ purchased (1 ZZ minimum) 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/ido_eligible.csv 10/10 Airdrop will be claimed on or before February 28th, according to messages in their discord. Full airdrop data: https://docs.zigzag.exchange/zigzag-exchange/airdrops ⚡️
Coinbase is launching its own Layer 2 chain--Base! Why is this the most significant news story in a long while? Find out 👇👇 #bytes
My first Petal Power live stream was a major success!! Excited to share all of the clips from it 💐 here’s one of my favorites!
GO TO THE MOON #Yasai
Weekly Recap: w/ Kyla Scanlon #bytes 👉 SBF pleads not guilty 🤥 👉 Winklevii vs. Barry Silbert 🥊 👉 Jobs report comes in strong 💪 👉 SEC objects to Binance acquisition of Voyager 🚫 👉 Zhu Su and Kyle Davies subpoenaed via Twitter 📄 And much more... ⬇️ ⬇️ ⬇️ ⬇️
Thundercat Bass Solo on Guitar 🚐🌊 🔥 Thundercat himself RT'd this on the bird app so I thought it was worth bringin' over to the Garden 🌿 Big love to everyone who supports and makes this amazing community so wonderful. Enjoy ❤️ (reuploaded to fix thumbnail issue. If you bought this before, check your wallets) #bytes #thundercat #music #guitarsolo #guitar #LMCC #lens
How do you feel when looking at this picture?
I saw this post below on the blue app, and wanted to share some thoughts on it. The collapse of FTX & Alameda is a black eye for crypto and is going to cause a lot of pain for a lot of people. The continued domino fall of these centralized platforms shows the deep need for strong decentralized systems. As Cobie and Ledger live streamed the demise of the latest hero of crypto, I watched as in the next room over, 3 of the greatest contract devs I know furiously debated, as part of an audit of [redacted]. Behind me the @lensapi.lens backend & infra teams were attacking every whiteboard and glass window with expo markers detailing a new architecture that will help scale Lens several orders of magnitude. On Github, @lenster.lens one of the leading Lens applications that came out of our hackathon with @ethglobal.lens was trending. In Telegram, the Polygon Team along with devs across the Lensverse were analyzing the latest block data and working together to optimizing code to keep all apps and experiences running despite a chaotic gas environment. There is going to be a lot of hurt over the next few weeks and months. Many people will lose funds, regulators will use this incident to enact stricter regulation. Yet, even still: @aaveaave.lens, Maker, Compound + DeFi were paid back first and continue to dutifully follow their smart contract code to provide open financial access to all. Uniswap & Seaport are still functioning, swapping tokens and NFTs without fail. ETH, Polygon, Arbitrum, Optimism and more are producing new blocks, filled with unstoppable decentralized computing for devs to utilize. We are not done. Numbers may keep going down, mistakes will happen, more idols will fall. But the movement will continue, the devs will keep building. The decentralized future is coming, anon, like it or not.
Love the top and bottom menu of @orbwagmi.lens great work @nilesh.lens & team getting slight Tumblr vibes 🤙🏼
Airpop The airpop gives you the idea of things
Seafood dinner on Pattaya beach #Fear's Meal
From Thailand , GO GO GO
@0xthereum.lens
Drop your `.lens` handle here, so you won't regret it later 👀
🔊 **POAP** 🌠 for early @lenster.lens bloomers coming soon, it will be distributed in the Snapshot app ⚡️ Followers snapshot will be taken in couple of weeks so make sure to follow @yoginth.lens and @lenster.lens 🌸 to receive your unique POAP 💜