Muhammad Shahid Khan (@203040) • Hey
Alone but Happy.
Publications
- You might have missed out on $arb, but ...
Don't miss out on DiverseHQ Mainnet!
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- ZkSync Airdrop Strategy #1 🪂
@NexonFi is live on ZkSync 2.0 testnet
They launched their testnet on ZkSync only 15 hours after ZkSync testnet regenesis, it might be a good idea to use it 👀
Let's dive in 👇
Why use the testnet?
After the regenesis, all your transactions have been erased (they probably took a snapshot)
If you interact now, this will be your first transactions on ZkSync testnet after regenesis
Maybe a 2nd snapshot will be taken?
First, you need testnet tokens
• Go to https://portal.zksync.io/faucet and request tokens
Now you can interact with Nexon testnet
• Go to https://testnet.nexon.finance and connect wallet
• Click on "Wrong network" to change it to ZkSync alpha testnet
• Click on "Claim tokens"
• Click on the blue button "Tweet and proceed"
You should now have access to the dapp
• Click on any token (e.g. DAI)
• Turn on "use as collateral button
• Supply some DAI
• Repeat this with USDC and WBTC
• Now click again on any token you've supplied (e.g. USDC)
• Click on SAFE MAX and borrow
• Repeat this with other tokens if you want
• Click again on any token and repay what you borrowed
You are done ✔️✔️
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- **Confirmed airdrops** for @script_network testnet users 🪂
Testnet is **going live this week**, but you can already earn points
🧵 What is Script Network and how to earn points by interacting with the beta 👇
Basically, Script network is a decentralized television/streaming platform that uses blockchain to solve some of the problems of the current video-streaming sector
Script allows you to earn tokens by watching and sharing programs with other people
Script has its own ecosystem
To interact with their testnet, you need to Sign up first 👇
• Go to https://token.script.tv/tv
• Click on Sign in / Sign up
• Choose a way to connect (e.g. Metamask)
• If you want to support my work, please use my referral code: J5pEUiv7Si
Menu: if you scroll down, you can see all channels and programs schedules
• You can select any program and watch it directly (full screen or not)
There are different available categories: IRL, Cultured one, ASMR...
• Go to https://token.script.tv/dashboard
Here, you can see your account analytics, claim your rewards and find your referral code
You will some non-working features on the dApp they are not yet available
How to earn rewards 💸
You are able to earn Script points by:
• Watching TV everyday
• Login everyday
• Invite friends
• Talking on the live chat Script points will be tradeable for $SPAY token when it launches
For now, there are 5 ways to earn Script points
**BearX holders**: this is the same team behind @script_network and @BearX_NFT, so everyone who is a holder of at least 5 BearX NFTs will get an airdrop allocation
By the way, BearX will be the first available NFT collection in the Script Network ecosystem
Crew3: https://crew3.xyz/c/scriptnetwork/questboard…
👉 Your XP will be converted into a $SPAY airdrop when it launches
Guild: https://guild.xyz/script-network
👉 Potential future airdrops for Guild members
Twitter competitions: follow @script_network so you can participate when they launch competitions
👉 Rewards in cash or tokens at launch
Tokenomics 💰
There will be 2 tokens: $SCPT & $SPAY$SCPT is a governance/staking token
Check the full tokenomics here: https://whitepaper.script.tv/script-tokens/scpt/detailed-scpt-tokenomics…
Basically, 10% is allocated for Community + airdrops and there are very strong vesting for the team and early investors/partners
$SPAY is a "reward token"
The biggest part of $SPAY supply will be used for protocol rewards 7.5% is allocated for Airdrop and giveaways
There is definitely a possibility to get cool airdrops Script is also a project that I find quite innovative, I like to see teams exploring this kind of possibilities with blockchain
You are done ✔️✔️
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- ZkSync Airdrop Strategy #4 🪂
OnchainTrade is a perp DEX live on ZkSync Era testnet
It might be a good idea to use this protocol to be active on ZkSync Era testnet before mainnet 👀
Let's dive in 👇
Why use the testnet?
After the regenesis, all your transactions have been erased (they probably took a snapshot)
It is important to interact with Era testnet after regenesis, to show that you are still active
Maybe a 2nd snapshot will be taken?
First, you need testnet tokens
• Go to https://goerli.portal.zksync.io/faucet and request tokens
Now you are ready to interact with the testnet
• Go to https://beta.onchain.trade/trade/ and connect wallet to ZkSync Alpha Testnet
• Click on Test tokens to receive tokens from faucet
• Swap tokens
• Buy $OSD
• Go to https://beta.onchain.trade/pools
• Add liquidity on any several pools
You are done ✔️✔️
Follow me so you don't miss the next thread
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- $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
- Meme of the Day 😂😂
- LISTEN NOW: Jump Crypto President Kanav Kariya unpacks the industry’s broken capital markets
Full episode: https://www.theblock.co/post/203199/jump-crypto-president-unpacks-the-industrys-broken-capital-markets
Preview below 🔊
- Introducing JediSwap
JediSwap is a 100% community-led, fully permissionless and composable AMM on StarkNet.
Watch this vide to learn how to use JediSwap and how to join and become a contributor in JediSwap community.
- Introducing JediSwap
JediSwap is a 100% community-led, fully permissionless and composable AMM on StarkNet.
Watch this vide to learn how to use JediSwap and how to join and become a contributor in JediSwap community.
- Learned about all the web3 lingo on @orbapp.lens app, and also got a NFT. Now I'm certified slang master 🧙
#orb #orbapp #orbsbt
- always love your parants
- great lines
- Another government is trialing central bank digital currencies. Are we seeing the pivot of an era?
https://t.co/prcdVvzrMS
- New York 2 halves
- Wanting to enjoy the great things of life doesn't mean you are greedy, that's God's plan for you of course.
Good morning Frens 🙂
- Learned about basic fundamentals and features of @LensProtocol on the @orbapp.lens app, and got a dope NFT 🌿
#orb #orbapp #orbsbt
- p
- Some projects to look into, which have fall from its IDO price...