55655◱ ◱ (@55655) • Hey
ggggo
Publications
- hihi~
- Chufa
- Hello
- Check out this campaign on Coinvise ✨ Claim it here →
https://coinvise.co/claim/a559f798-6241-4544-b47c-27789421ba67
- 无花果
- Nice
- Concert
- weekend is coming~~
- I just voted on "Stargate x Galxe: Optimism Ecosystem Growth Grant" https://snapshot.org/#/stgdao.eth/proposal/0xda01dacad76bf6559fcd16cf947f23dd4ee3459e1d08aa6325b17a573733d039 #snapshotlabs
- I just voted "Yes" on "Create a Secure UniswapV3 Oracle for STG with Arrakis PALM" https://snapshot.org/#/stgdao.eth/proposal/0x9b511ccf8bd097176255da63725877de9f80caeea8a28256ff50dfad10a3820d #snapshotlabs
- Little river
- Good night
- Delicious
- welcome, @galverse.lens, to the orb community!
as a holder, you now have access to an exclusive space on the orb app.
come hang out with us!
https://orb.ac/community/64296330b9f657e2ffe31643
- 🔥 Twitter Space 预告
🎙 LENS CHINA ONLINE MEETUP
🗓 2023/04/04 20:00-21:00 GMT+8
Host: @lensprotocol_cn.lens
Co-Host: Alice
Guest:
@letsrally.lens
@phaver.lens
@wav3s.lens
@lenstaxyz.lens
🔗 Space link: https://twitter.com/i/spaces/1MnGnpeRpvexO?s=20
🎁 前一千名 Mirror 转发此贴可获得 0.1 $WMATIC （需要先 Follow @lensprotocol_cn.lens ）
#lens #lensverse
- Catch me wearing @lensprotocol merch everywhere 😂 Got the opportunity to go surfing with Red Bull athletes at Kelly Slater's wave pool last week✌🏻 dropping a vlog about it on lens soon
- my latest lenshead, a bit more cosmic, a bit more me...
- Miinassko - Down (Official Music Video)
Stream : https://millionrecords.fanlink.to/Down
#Lenstube
- Cloudy
- I just voted "No" on "Make Velodrome the STG Hub on Optimism" https://snapshot.org/#/stgdao.eth/proposal/0xd78c441994d140edde34131051113479651c593ab83badebc537a347ba86b705 #snapshotlabs
- ✨ 🏅 ✨ 🏅 ✨ 🏅 ✨ 🏅 ✨
Introducing the Buttrfly Loyalty Badge
Loyalty is based on recent interactions from Buttrfly. Increase your loyalty to gain early access to features, a cool badge on your profile, and more perks and rewards in the future. You can track your progress towards getting the badge from the Profile Stats screen.
- I'm saying my piece in the #futureofsocial by signing the @t2world.lens manifesto. Which values do you support?
https://manifesto-app.t2.world/share/clg053tfx9242321fmcylqadnhx
- I'm saying my piece in the #futureofsocial by signing the @t2world.lens manifesto. Which values do you support?
https://manifesto-app.t2.world/share/clg053tfx9242321fmcylqadnhx
- Lovely
- The countdown begin ⏰
We can't wait to share with you the most sophisticated app, if you signed up for waitlist, you might be able to try the app (check your email) Or else drop your @lensprotocol handle and you might get a chance to join the early version
- What is the next？ And have you interact All of them？ Don't miss Anyone of name, maybe they are all big airdrops.
都刷了吗,老铁们?不知道下一个空投的是谁，赶上这波小牛发空投是好事，要不然可能又得等一年喽。别忘了继续交互。
坚持，一定要坚持。
- . @lenstaxyz.lens food photo contest.
100 WMATIC PRIZEPOOL
Rules and more details in the poster.
- Are you ready for ARB's Second airdrop？ Don't forget to keep on using ARB， Maybe the second airdrop it is much bigger than The first one！
ARB的二次空投，大概率不会少于第1次。
一定要持续交互当中的一些协议，还有投票等等。今天有一个投票，别忘了！
- zkEVM summer coming?
- Just checking drill rap popularity
- Number of times the word **`lenster`** used in posts daily 📈, very bullish 👀
- The countdown begin ⏰
We can't wait to share with you the most sophisticated app, if you signed up for waitlist, you might be able to try the app (check your email) Or else drop your @lensprotocol handle and you might get a chance to join the early version
- Gm Monday
- Rain is coming
- Cool weather
- Good night
- LENSTA VERIFICATION STEPS
1. Collect one of the 🥇🥈🥉 publications
GOLD: https://lenster.xyz/posts/0xee76-0x0210
SILVER: https://lenster.xyz/posts/0x019086-0x2e
BRONZE: https://lenster.xyz/posts/0x019086-0x2d
2. Join the Lensta @guild.lens: https://guild.xyz/lensta
3. Join the Lensta Discord: https://discord.gg/vPUpkY5Sqh
4. YOU'RE IN AND YOU'RE IN EARLY
- $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
- 1.StarkNet空投终极指南：https://mirror.xyz/cointoearn.eth/6q_oFntD-aTBGW_H0l4diVqAX6yQodaq39p76t9qK8c…
2.ZetaChain激励测试网开放申请：https://metaform.xyz/user/64107568a64e4b8d805296dc… 3.ZkSync主网交互教程：https://mirror.xyz/allengege.eth/ce2RMsgiaQVJ8xUzWlwkZ5uJd8wIcZzYaCyHPnKv6U0… 4.ZkSync Era 测试网交互教程：https://mirror.xyz/allengege.eth/0ImCseIxlnmvJ-KleQ7RclyMKYErFq46FFFlweJ3ofw…
5.领域猎人创世钥匙：https://freenft.com/whitelist/realm-hunter…
6.GPT4教程https://mirror.xyz/0xCD0e394639B2D0b159B41F9dBe0583C33d85e874/cnr-zHTzQTjS4YF270Lz9G_SGVsVexj8RkxKuJgQt0Y
- 19 Exploring Web3 Collectives with Folklore — Rafa
Rafa is a web3 creator, writer, and operations specialist. Crafting lore and exploring web3 collectives, combining org design theory with community building. Most recently he worked at Mirror as their Community and Growth Lead.
He's the founder of Folklore, a community exploring long-form articles related to belonging, lorecraft, human relationships, and digital realms.
Co-Founder of Local, working with artisans in Puerto Rico on a project that offers a space to collect NFT art that’s redeemable for high quality artisanal craft, experimenting with a more sustainable model enabled by NFTs.
Soon after the launch of UFO in September, Rafa has been in the loop as a creative thinker. Someone to jam with about ideas on strategy and community formation as we experiment. He helped with the launch of the UFO Genesis Pass with a subscribe to mint on Mirror in November which had 7800+ NFT mints in 3 days.
In this episode, we go right into these topics of content, media and internet communities. About the web3 creator playbook and NFTs as unlocks, including the ability to earn ownership in protocols and DAOs through participation rather than only financial means.
listen — https://ufo.mirror.xyz/BAo8fVVqnu44DdV2BNGWsWE2n7v_iNSUQhlyIEoT_pg
sponsors — @LensProtocol + @zerion + @yup_io.lens
- Night
- Uniqlo
- Uniswap is now live on BNB CHAIN🔶
Start swapping your fave BNB tokens on the Uniswap web app today!
https://app.uniswap.org/#/swap
- Delicious
- This is Lenny
- GN Lens Frens 💛💛
- #Yasai I try to learn more about Philand
- From Aave with love 🤍
- hello everybody~~~