cancan (@77008) • Hey
HI. Every one. follow me i will follow back soon
Publications
- **买价值币无脑选龙头这个策略,不一定好使,还需要综合考虑赛道的竞争情况和标的是否具备长期竞争力** 再到ARB上面,L2生态之王众所周知,但一件有意思的事是:**ARB的市值在L2里现在和OP、IMX、MNT几乎在同一个梯队的** 关注我之前账号的朋友可能有印象,我说过我们不要在让你感觉到难选的赛道里面去做抉择,哪怕你要真搞价投,要分析同一梯队的多个项目,也会耗散掉你非常多的精力 同时这还只是带给你相似的赔率,因为这几个标的,你细研究会发现做的业务结果是雷同的,各自又有各自的领域差异化,这种差异化还很难做横向比较 而如果你在这个板块抄低市值的,你今天对标完ARB,明天还得继续向上对标其他的,而一个更残酷的事实是:**新晋L2很难再后发竞争过先发的项目,市场跑马圈地已经差不多了** 换到预言机或者粉丝代币赛道的话,你搞价投,完全就是无脑选LINK和CHZ,你抄低市值,也只需要考虑:**我的这个标的能在LINK/CHZ手上抢走多少市场份额?** 本文最后,我想说明一下,上述的这些逻辑只适合经历了一定市场周期的板块,对于新板块新赛道来说,确定性无疑是响应降低而赔率对应提高的 并且在目前流动性分散的行业背景下,新的流动性会选择这些相对成熟的板块可能本就不多,而同一板块里的选择越多,单一标的被稀释的可能性就越大
- LayerZero这波最大的获利者是其实是工作室的打工仔,最佳玩法是举报老板的地址,拿走10%的奖励,这是属于无产阶级的崛起和胜利!
- 大饼涨了📈
- Meet @lens/ellie I feel you two would be on the same creative wavelength
- 一个卖瓷碗的老人挑着扁担在路上走着,突然一个瓷碗掉到地上摔碎了,但是老人头也不回继续向前走。
路人看到很奇怪,便问:“为什么你的碗摔碎了你却不看一下呢?”老人答到:“我再怎么回头看,碗是碎的。”
失去的东西就要学着去接受,学着放下。
很多事并不会因为你的悲伤就会回来,结果就会被改变。
- “12K” - second track of the day! Featuring my friend Andrew on the second verse, we made this song because we were angry at the cops haha, produced by me
Enjoy!
- https://treasure.counterfire.games/home/box=MggfyYFzHE
- Ok now this track got me
- https://treasure.counterfire.games/home/new=oJ8RoZ7K4A
加入,完成简单的步骤,未来有空投
- `this week on lens.` edition 45
gm gm ☀️ please share your #lens highlights of calendar week 15 in the comments :-).
`this week on lens` featuring https://hey.xyz/posts/0x0ab7-0x02a4 by @lens/benalistair .
the revenue of this week's post will go to the lucky winner 🥁🥁🥁 @lens/pedrovilela 🥳
thank you so much for sharing your highlights last week 🤍 @lens/pedrovilela @lens/carstenpoetter @lens/cavernaeremita @lens/alense
#thisWeekOnLens
- this was so bizzare that I had to collect
- 大瀑布😭😭
- https://elys.bonusblock.io?r=n7vdSeEG
- https://www.tabi.lol/
come on for join this airdrop
my code is m4Sbm qdtnZ Pc7zW KJYLQ flsI3f DhBto ulHTE aLeN5 De183 XR6rF RJF4l TRtTX 9PPad tUvwn kLSQi 6TnEK ZUj7w 2F65o ZQk2k UnBe
- 未到比特币减半,钱包已经在减半的路上了🥲
- Hong Kong shopping malls are built different
- a piledriver in your 90s magical-gal anime? it’s more common than you think!
- https://www.youtube.com/watch?v=ZsvLOu4a5aI
- Information All of 🫵🫵
- Who's eligible for the $ALT airdrop 🦸🏼♂️
▶ AltLayer OG Badge NFT holders
▶ Oh Ottier! NFT holders
▶ Participants of Altitude campaigns
▶ EigenLayer restakers
▶ $TIA stakers
A snapshot of all qualified addresses was taken on Jan-17–2024 12:00:11 AM.
You could qualify as an Altitude participant or as a $TIA staker.
Congrats to the qualified ones!
- GM fam 🙌
Are you ready for the last working day of the first week of the year 2024?
Happy Friday and find me on Spotify for more music !
https://sptfy.com/PLZv
- {
"p": "lrc-20",
"op": "mint",
"tick": "lens",
"amt": "1000"
}
- lens这个项目是不是要黄了,磨磨唧唧的,真的是辣鸡啊
- gm ☀️
- The finis are taking their talents to South Beach.
Visit the Lens exhibit at Gateway Miami and mint your own Clem @lens/fini
- https://twitter.com/i/status/1732822027130511393 不得不说,反应迅速
- Check out your new randomized NFT for your Lens Profile
- Last chance at @lens/ethglobal İstanbul to mint your @lens/fini
- Hengifoss Waterfall, Iceland 🇮🇸
#nature #scenery #waterfall
- Hawaii 😍
#nature #scenery
- Lenny is heading to Devconnect and @lens/ethglobal İstanbul
- Looking back at DeFi. We built something empowering, borderless and a democratizing financial system. I hope we forget how hard it was to build DeFi, because its extremely hard. Is it worth it? Yes. Blockchain tech exist to build systems that previously were error prone by the managing people. There are still countries that do not give decent access to banking, yield or even stable currency. Most of the governments still fund their budgets by printing money, meaning diluting value of your savings. It's not a system that is not build for the best interests of the people.
- 好好建设我的lens🤣不要让我失望啊,呜呜呜
- Good morning! I hope you have a wonderful start to your day.🤗
#Gm #sunshine
- Atreyu says Gm❤️🐱
- Norway🇳🇴
#nature #scenery #mountains #forest
- Gm☀️
A wonderful day begins with a smile.🙂😊🤗
#Gm #smile
- Gm 🍁🍄
~ 𝕿𝖍𝖊 𝕱𝖆𝖑𝖑~ 𝕷𝖎𝖒𝖎𝖙𝖊𝖉 𝖈𝖔𝖑𝖑𝖊𝖈𝖙 ~
- Can you hear the cicadas chirping loudly? 🙉🪰
Croatia 🇭🇷online ✌️
- صبح بخیر
GM
- **✅کمپین تموم شد و الان میتونید از لینک زیر NFT خودتون رو روی BSC مینت کنید.**
🟣داخل دیسکورد، روم Pandra ایجاد شده، میتونید عکس NFTتون رو اونجا بفرستید.
🟡درحال حاضر 15 الی 17 دلار داره داخل مارکتپلیس Element معامله میشه.
https://zkbridge.com/pandraking
https://discord.gg/2kRH42ag
https://element.market/collections/legendary-pandra-king
- Love still burns passionately in the torrent of time.
😻😽
- Attention, friends! The latest issue of Lensletter has arrived! 🥳
We are thrilled to present the twelfth issue of Lensletter, a collaboration with @lensgardennft
Lensletter #12 includes:
🌿 The hottest and most important Lens updates
🌿 Lens statistics
🌿 Introduction to the @ensocollective.lens
🌿 Must-try experiences: @lenster.lens Superfluid Subscribe
🌿 Quotes from LensFrens
Click the link to read our newsletter 👇
🔗 https://mirror.xyz/0xb6697e62551C4652552De202A9f0921307195E07/eh4WVLjMYLXwGYBByvAIs3J2gjo2sEsv1-spaIFfc40
🌿 @lensprotocol @cmn__.lens @jessyjeanne.lens @mazemari.lens @zospours.lens
Keep an eye on Lensletter, who knows, maybe you will find yourself in the next ones 🤩
- 'Fusion of Expression' pt. 2 - A Weekly Curated Visual Art Series by Noah Kocher 🌟
Welcome back to another exciting installment of 'Fusion of Expression'! I'm thrilled to introduce you to a fresh batch of artists who are boldly carving their creative paths in their respective mediums. 🎨
👁️🗨️ Dive into their captivating artwork and be sure to hit that 'Follow' button if their creations resonate with you!
Featured artists: @ellabee.lens, @alimo.lens, @catrussell.lens, @harvmcm.lens, @stefan.lens_draws, and @enigmatriz.lens
Don't forget to explore the full collection of artists I've featured on my @bonfire.lens landing page. It's a curated gallery waiting to be discovered! 🖼️
Thank you for joining me on this artistic journey. Your support is truly appreciated as we celebrate the diverse and vibrant world of human expression. 🔥✨
https://www.bonfire.xyz/NoKo_/home
- 👍👍 Potential Airdrop Statatics
Data May be inaccurate or inappropriate
@kingjunaid12.lens
- **A sea of memories.**
Available for 3 days
- Gm ☀️
Do you like blueberries? 🫐
#socialfi #lens #lenster #foodlens
- Just blue...whole blue 💙🕊️
- 📣 Great Announcement 📣
We got 10 WL for our community to experience @lenspostxyz.lens 🌿
All you need to do to earn WL is to collect and mirror this post 👇🏻
Winners will be tagged tomorrow 🥰
- 痛痛快快的跌,多好