78965 ◱ ◱ (@78965) • Hey

crypto freak 78965 ◱ ◱

Stats

Publications

Who is creating great content? Tag your favorite creator on orb app. The most interesting creator will win an exciting prize.
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!
ARB distribution model was designed by Nansen 🔵 🦅 +2,300,000 addresses bridged to Arbitrum before the snapshot. Online 625,143 were eligible for ARB. Only around 30%! What can we learn from their report? 5 key take-aways so you don't get excluded from airdrops ⚡ 1/5 Eligibility Criteria: - Conducted transactions: number, value, and time thresholds - Arbitrum Nova: bridging & conducted transactions - Dapps and Governance activity - Liquidity providing 💡 Take-away: the more different activities, the better. Be active! 2/5 USD Value. I know this is a given, but it's important to stress out. • The majority of wallets transact on small USD amounts • The majority of wallets got small airdrops (USD value terms) 💡 Take-away: more volume = bigger airdrop. But you didn't need to be a whale to get it! 3/5 The number of transactions • The majority of the wallets made 1-2 transactions (1M+ wallets) • Only 100k wallets made 50-100 transactions Median = 3 Average = 28 💡 Take-away: more transactions = more valuable airdrop. Become a recurring user. 4/5 Sybil wallets: • The Arbitrum Foundation wanted to exclude sybil wallets from getting the $ARB airdrop • Sybil wallets = wallets with similar/fake activity, with the pure intention of hunting for an airdrop • 172k wallets excluded 💡 Take-away: be user, not a "hunter" 5/5 Negative criteria ⚠️ This is a new concept: some actions subtracted points, i.e. they hurt the user's individual points to get ARB. These users got less ARB: • All transactions in a 48h period • Interacted with only 1 smart contract • Low ETH balance in Snapshot day There's a lot more data in their official report. Read the full blog post here: 🔗 nansen.ai/research/an-on-chain-distribution-model-for-the-arbitrum-community Join alpha discord: https://earndrop.io/discord
Built on @memester-xyz.lens
Built on @memester-xyz.lens
Built on @memester-xyz.lens
Built on @memester-xyz.lens
Built on @memester-xyz.lens
field field
We've picked a winner for the first competition, Lost Lens! Congrats to @jmarx.lens who will receive a $50 worth of surprise prize. Please DM us to claim your prize!
meet orbpanda: our not-so-official mascot! we have a challenge for you, who/what can we choose to be our mascot? name them on @orbapp.lens!
you don’t get to see what happened in history, history of who made the first meme. who was “memey”, do you know about him? may the best meme win!
Our friend Alex got an invite to a big event we were all excited about. You were there too! Do you remember who Alex met that was so special?
$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
▓▓▓▓░░ 71% Arbitrum's $ARB is coming this Thursday 🦅 🔵 77% of my audience got this airdrop. Congrats everyone, BTW ⚡️ 26% is holding no matter the price, and 50% is not selling below null.25. What is the purpose of the ARB token? 🧵👇 1/11 ✅ ABOUT PRICE I was thrilled to see that almost 80% of the people who voted in my Twitter poll got this airdrop. It's a huge sample of 7300 people Very happy that so many people are getting their first airdrop, there are 625,143 wallets eligible https://twitter.com/OlimpioCrypto/status/1636357015684481024 2/11 ✅ ABOUT PRICE In my second poll, 26% is holding. Only 22% are selling below null.25. https://twitter.com/OlimpioCrypto/status/1636771668206006272 3/11 ✅ ABOUT PRICE There is also an informal OTC market for ARB, I've seen prices from null to null.50 there today. (image attached) 4/11 ✅ ABOUT PRICE Another speculative price point can be found in protocols like PrePO, where people are betting ARB's FDV on $14.4B (one week after token launch), which is around null.50 per token. (image attached) 5/11 ✅ ABOUT PRICE If you want to have some fun, read this price scenario speculation I posted a few days ago. Don't take it too seriously! https://twitter.com/OlimpioCrypto/status/1636771626560765969 6/11 ✅ TOKENOMICS • Team & Future Team + Advisors: 26.9% • DAOs in the ecosystem: 1.1% • Individual wallets: 11.6% • 42.8%: DAO Treasury • Investors: 17.5% Total supply: 10B tokens 7/11 ✅ VESTING Total Supply schedule • User & DAO airdrops will be available on Thursday • Investor & Team tokens have 4-year lockups (1 year cliff) • First unlock: in one year, then monthly linear unlocks 🔗 Source: https://docs.arbitrum.foundation/airdrop-eligibility-distribution 8/11 ✅ GOVERNANCE • Self-executing governance: This means that DAO votes will have the power to execute autonomously on-chain. No need for a central authority to "process" DAO decisions 9/11 ✅ GOVERNANCE • For emergencies: the Arbitrum Security Council A 12-person multi-sig that will be able quick action in case of emergency. 9/12 votes needed. This could be used, for example, to patch a vulnerability Elections for the Council are held twice annually. 10/11 ✅ GOVERNANCE • $ARB tokens govern both Arbitrum Nova and Nitro • Voting power is determined by the number of $ARB held • You can delegate your voting power to others (like olimpio.eth 😉🏛️) 11/11 ✅ ARBITRUM "ORBIT" Orbit will allow developers to easily and permissionlessly launch their own Layer 3 (L3) blockchain in the Arbitrum ecosystem • L3s can be launched with no DAO approval • New L2s that want to fork Arbitrum will be able to do it after DAO approval Stay tuned, I will keep you updated ⚡️ Join instant alpha telegram Alerts: https://t.me/OlimpioAlpha
What to do the next 7 days? We've got you covered. 🎁 Stay tuned @orbapp.lens 👀
Experience the captivating tales of the Lost Lens! Uncover the secret treasure? Complete the quest at the end of the comic and get a chance to win something exciting!
gn
gm
do you prefer dogs or cats
i like game on sei network
what music do you prefer?
or maybe do you prefer bloddy mary
do you like mohito?
if you flying drones, do you have additional care?
when BTC will cost 100k$? maybe never
im glad to be here
what will you be doing on weekend?
i like mavic 3 classic
do you have 100x gems?
who likes dji drones
Happy Friday, say it back 💚
do we have hossa beginning?
great to be here
weekend time to start
what do you think about eth
lens will be great, i think
is it beggining of hossa
#Yasai whats going on?🙂