herra (@56333) • Hey
boshhhhh
Publications
- god candle
- Can everyone do a favour before we go permissionless. Start now unfollowing users that are spammy, low signal etc that you don't personally like. It would improve your reputation score (which is public on BigQuery, since it was released) and create better baseline for all activity on Lens. 🧹
The reputation score is public so feel free to lean onto it and build new algos, anon.
- 484 Lens Finis minted https://opensea.io/collection/lensfini ✨
- lens bounties lookin GOOD
- No more selling
- hello world, hey.xyz bigger than twitter wen?
- gm
- Zora minting directly though @lenster.lens is sick
- 🎉 Exciting News! 🎉
Now you can mint **Zora NFTs** directly through @lenster.lens 🟣 by just sharing the Zora link on your post, Dive into the seamless experience of showcasing your unique digital art and share what you got 💬
You can mint the below NFT to celebrate this moment 🎉
https://zora.co/collect/zora:0xeb0851f650150fec6b80ed894d95d152e7166a5b
- Gm
- lens isn't rate limited.. probably nothing
- BOSHHHH
- Sharing this first on Lens! We did this interview with renowned artist Sara Ludy on her latest AI-assisted drop with Refraction —Daance Dange Daice! Is a series of 225 surreal party pics from beyond imagination.
https://www.refractionfestival.com/editorial/material-potential-sara-ludy
What do you think of Creative AI as an artistic tool?
- There's a new trend happening with social media platforms closing and restricting API and data access.
- Twitter arbitrarily shutting down APIs and jacking up API prices forcing apps to shut down.
- Reddit drastically increasing API prices without notice, apps and companies had to shut down.
- Twitter is now by default closing unauthenticated access.
With these updates you can be charged tens of thousands to millions of dollars for API access.
With machine learning using this public data, more and more apps will be doing this.
The value proposition and narrative of web3 - open data built on public and permissionless infrastructure has ever been more important than it is now.
If you're here, you're early.
- Polygon Labs and Warner Music have launched a new web3 music accelerator. You can apply here! https://airtable.com/shrtN3jYTctZcS2EI
- sunday night chinese boshhhh
- Proof of Run 🏃♂️ 🇵🇹
- How was your Sunday lens friends?
- Living not far from the beach is actually nice ✨️
🧁Xx
- Testing some abstract AI animations using Stablediffusion.
Anyone here on lens an expert on that?
- JUNE
- nice bit of plumbing this morning
- This shows how desperate people are for get-rich-quick schemes.
I’m sorry but you all deserve to get rekt to learn a good lesson the hard way.
- Daily doodle 858.
#dailydoodle #everydays #art #digitalart #krita
- not much
- Experience Iceland in 2 Minutes - A Short Film
A place made of land, water, ice, and fire, quite literally. I was lucky to visit this dreamy land this August and while I can't truly describe the experience, I attempted to squeeze that in a couple-minute film.
Hope you enjoy it.
Subscribe for more on LensTube: lenstube.xyz/channel/chaoticmonk.lens
Foto A Day Series on Lenster: https://lenster.xyz/u/chaoticmonk.lens
Limited Collect - 3
Price - 20 WMATIC
Referral - 50%
- If you interacted with @NFTfi contracts before April 13th 2023, you’re eligible to earn untransferable OG points 👀
To secure the points, users need to start an eligible loan as borrower or lender before May 15th 2023 or it will expire.
*Reward points are not redeemable at the moment but could (and probably will) be redeemable for tokens at a later stage.*
To check your amount of points, go to https://app.nfti.com/account/ then connect your wallet & sign the message.
Read the full announcement: https://twitter.com/NFTfi/status/1650847633819197448?s=20
- How to donate on the @gitcoin.lens Beta Round. #GitcoinBeta #PublicGoods #Gitcoin
- Building a Custom Module with Lens Protocol from Scratch
Modules allow developers to program (and users to leverage) unique, custom functionality on follow, collect and reference (i.e. mirrors and comments). Thi opens the door to exciting new community-created features that greatly expand on the basic Lens Protocol social graph.
In this video, you'll learn how to build and deploy a custom module that only allows someone to follow another user if they know their secret code.
By the end of the video you should have a basic grasp of how custom modules work and how to start building and testing with them.
- Imagine a full Lens app as a Chrome extension, right next to MetaMask! 🪶
- super fking bullish on lens
- Number of times the word **`lenster`** used in posts daily 📈, very bullish 👀
- Our announcement post for LensPort's new design and new features just sold out!
Check out secondary sales:
https://lensport.io/p/30736_155
Floor is currently 9 MATIC
- Ronnie uses Collateral Swaps.
Available across all V3 markets on app.aave.com. Powered by ParaSwap.
- Create funny and dank Lens memes. We’ll mirror and highlight our favorites.
We are running a competition on @memester-xyz.lens! Go to https://memester.xyz to submit your entry!
- Apparently we Finns are happy, yet again https://lenster.xyz/posts/0x019807-0x02a2
- **The Housing Trilemma**
Homes can only have two of three properties:
**- Cost**: affordability of your monthly rent/mortgage
**- Location**: proximity to things that you care about (e.g., the water, the office, friends, bars, restaurants, parks)
**- Quality of Home**: desirable characteristics and features of your shelter (e.g., natural light, patio, space, amenities, modern appliances)
A perfect equilibrium that assures you’re hating some part of your life.
**Hate being at home**
This is the bucket that most New Yorkers find themselves in. Given a fixed housing budget, people are left with the choice of solving for location or for home quality.
Of course, most young people are going to solve for location. Close to the subway, close to friends, close to all their favorite local haunts. Who cares if the apartment doesn’t get any natural light? They are out-and-about, living their best life.
**Hate where you are**
Whether its the commute or your safety, if you solve for cost and home quality, you’ll going to be skimping on location.
That null,500 1,200 square foot 2-bedroom 2-bath with a backyard in Canarsie looked awesome in theory, but then you start to regret the 40-minute ride on the L train to go climbing with your friends at Vital. God forbid, you have to go into their office for an in-person meeting. That’s 2-hours round trip with 3 transfers, and you are *not* a podcast person. Add in the fact that any Uber from Manhattan after midnight is $40+ without surge, and the price tag starts to slowly climb up.
**Hate your bank account statements**
OK, fuck it. You only live once. Time to get a place that you not only love but is also close to the things that you love as well.
Newly anointed as the most expensive city in the world, New York makes everyone absolutely and utterly broke. If you’re already broke, what’s being a little more broke to you?
Until you splurge on a new construction penthouse in Brooklyn Heights and realize that your net worth was higher post-undergrad than it is now.
Forget maxing out your IRA, we ball.
**In conclusion**
While the examples I listed were neighborhods specific to New York, you can not only extrapolate this to any other city, but also zoom out into a more macro scale. Post-covid life and remote work has shifted the housing trilemma to include cities, regions, and even countries in the scope of decision making.
Should you live in Cleveland, Ohio? How about Mexico City (please don’t)? Or should you move back in with your parents for maximum savings?
No matter what you pick, you’ll always end up being unhappy with some facet of it. That’s the trilemma, baby.
- whats goin on fellas
- $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
- 3 Random TIPS / FACTs about Lens Apps
If you are new here, few things that you probably don't know:
- You can't edit videos / posts - So, make it right in the first place
- Mobile applications don't support PAID collects, so if you are putting paid posts out there know that everyone on Orb / Phaver won't be able to collect.
- Don't activate the Super Follow on Lenster or Membership on Lenstube (they are the same)
At first we all thing that it is an option, but in fact if it is activated, people won't be able to follow you, unless they pay.
(And well, pay to follow isn't a trend yet - there are other strategies to monetise)
- If you want to learn more about #lens, make sure to check @molens.lens
> Of course: NFA (not financial advice)
> Referral Percentage 70%
#Lens #bytes #Lenstube #LMCC #pehh #Web3
- Kevin Rose on DeFi
Why is DeFi inevitable?
Just ask Kevin Rose👇👇
#bytes
- 📢 Wooohooo!!!
Now you can choose your profile interests in @lenster.lens 🌸
https://lenster.xyz/settings/interests