AlphaDog007 (@81115) • Hey
AlphaDog007 (@81115) • Hey
Publications
- 2024 Q1-Q2，Airdrop summer😀
- 又好久没上lenster了，UI都换了
- Hardware wallets are becoming obsolete. Wait. What?
A new technology called the **Hardware Signer** is one of the most underrated features of smart contract wallets.
Deep dive into what a Hardware Signer is and how it will make hardware wallets obsolete 🧵
Hardware Signer technology is possible on #Starknet because this ZK-rollup can handle Smart Contract Wallets natively. With Smart Contract Wallets you can sign transactions with Face ID, use 2FA/3FA, pay gas in other tokens than ETH, and more. Why wasn’t it possible before?
Because traditional cryptographic signature schemes aren't compatible with mobile devices' security chips, limiting user security and innovation in wallet authentication. Starknet's Account Abstraction solves this by enabling the use of Hardware Signers. But how? 🧐
The Hardware Signer utilizes secure subsystems like iPhone's Secure Enclave or Android Phone's Titan HSM, protecting user accounts. Private keys are generated and signed within the secure system, inaccessible to anyone, even the user. This provides **extremely robust security**.
Smart contract-based wallets on Starknet, allow transaction verification using Hardware Signers. This means your mobile device's security module signs the transaction, while the on-chain account contract verifies it. In short: **you can sign transactions in one click with Face ID**.
Biometric authentication adds an extra layer of security. With Braavos, the user approves transactions directly through the secure module, using fingerprint or face identification. No malicious auto-signing here! How about recovery?
It's a crucial part! In Braavos, a user has two public keys: one for the Hardware Signer and another derived from the seed phrase. If you lose your smartphone, you can “Request to remove Hardware Signer” with your seed phrase in hand, and have 4 days to do that.
If your Seed Phrase gets stolen, you will automatically (and repeatedly) get a notification to your mobile device and will be able to cancel the request and keep all of the assets safe.
**In both cases, you are safer with a Hardware Signer and can recover your funds.**
The Hardware Signer offers state-of-the-art security and a smooth user experience. It's like paying with Apple Pay but for crypto transactions. Starknet and Smart Contract Wallets pave the way for a secure and self-custodial future. Download Braavos now: https://braavos.app/download-braavos-wallet/
- 发个言，证明我还在
- Ens发的Poap,领取条件
1）拥有一个 ENS 域名
2）设置主要名称
3）头像 如果之前没有设置头像 领取免gas:https://anniversary.ens.domains/claim
- GM，将近半个月没玩lens了
- 🗣️🎙️ 💙 🎨
We’ll be live tomorrow to talk with Alexandre Assal (Orlinski’s head of digital), Inna Modja (artist &
CodeGreen_nft cofounder) Artcrush Gallery and Ohana Nkulufa (art curator @thesmurfssociety.lens
Why and how artists are jumping into web3
Set the reminder and join us tomorrow 10am EST
👇👇👇
https://twitter.com/SmurfsSociety/status/1643232907215896576?s=20
- Predict Followers with Lens Trends (Tutorial)
Predict Followers with Lens Trends (Live Tutorial)
Check out these cool new cools that all you to predict your follower growth and analyze the words being used on Lens. HUGE shoutout to @rickydata.lens for building these awesome tools!!
—-------
If you liked this content, please consider giving a like, mirror (retweet) and follow this channel at @chriscomrie.lens :) #LMCC
For Top News, Alpha and Highlights from this week in Web3 Social subscribe to my newsletter here: https://chriscomrie.beehiiv.com/subscribe
Looking for investment? Fill out this form: https://forms.gle/YXmhXGpM51uAd6gq8
You can also find me on twitter at @ christafarious
Join Phaver app with my code to access Lens on mobile: https://phaver.app.link/chriscomrie
If you like this video you might also like other popular ones like:
ULTIMATE BEGINNERS GUIDE LENS PROTOCOL https://lenstube.xyz/watch/0x011f55-0x05d7
NEW TREND FOR CREATORS TO 💰 MONETIZE COMMUNITY https://lenstube.xyz/watch/0x011f55-0x0752
MUSEUM OF LENS🌿 - MOLENS- EXPLAINED https://lenstube.xyz/watch/0x011f55-0x04f5
- 有了Lens不知道干嘛？推荐2个新项目玩法： 一、@LensGardenNFT 1）收集https://lenster.xyz/posts/0x01b8fe-0x0117… 2）加入DC：https://discord.gg/Ax8MJknN 完成公会任务:https://guild.xyz/lensgardennft 3)有条件Mint官方20Matic NFT：https://lensgardennft.xyz/garden
- ok buy why is this scary good by @sophiest.lens #Lenstube
https://lenstube.xyz/watch/0x3093-0xc1
- The Lens Show: EP3 Make Mad Money with @madfinance.lens by @dheerajshah.lens #Lenstube
https://lenstube.xyz/watch/0x2e2a-0xda
- Generate a summary of long posts using AI
I think,
The more active your lens account,
The bigger the $LENS airdrop you will get (IF the $LENS airdrop actually happens)
How to be active:
- Get more followers & following (follow for follow)
- Create more posts
- More interacting (comments on other posts)
- Collect more posts
- Mirror more posts
Note : $LENS airdrop is still speculative, unconfirmed, no one knows
- TRANSFERRING a Lens Protocol🌿 PROFILE to a NEW WALLET: What actually happens? 🤔 [VIDEO] by @juampi.lens #Lenstube
https://lenstube.xyz/watch/0xa68c-0x0497
- BLOGGER FAIL NR 1 by @1_cryptoman.lens #Lenstube
https://lenstube.xyz/watch/0x0100c0-0x02b8
- Polygon zkEVM 是一种去中心化的以太坊 2 层可扩展性解决方案，它使用加密零知识证明为链下交易计算（也称为 ZK -Rollup）提供有效性和快速终结性。 更多详情可以查看官方文档 https://wiki.polygon.technology/docs/zkEVM/
- Do you remember this?
- Shardeum @shardeum 基于股权证明和法定人数证明共识机制运行的 L1 区块链.由WazirX 联合创始人兼CEO Nischal Shetty 创立，估值达2.5亿. 代币经济学中也明确有空投激励。 之前做的整理可以参考:
https://mirror.xyz/zflab.eth/Z6QgOhxe5NStcfp6v_vgIzVj2kh8g8EogNnF1V_tNZU
- zkSync Era is living.LFG
- 想拥有Era主网的第一个NFT嘛？
https://twitter.com/zkSync_cn/status/1639266740063334400
- 🌼3.30.23🌼
150 follows left on Lens to be allowlisted for “In Between” presale dropping tomorrow 🫧🌼🌻🫧 Will you be a part of the first 800? 🔑
- 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!
- 下一個天王級空投
https://lenstube.xyz/watch/0x0c97-0x19
- Apparently you can write decent smart contracts with GPT 4.0
- 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!
- 一份给撸毛新手不是指南的指南
https://mirror.xyz/yourairdrop.eth/ASb0dN2pF0rXfsM40GJAFkGK19SDWqPbtjMZIa5qCFc
- Embedded Captchas arriving to Guild to spice up verification requirements
CAPTCHAS:
they’ve been around, we’ve all been using them, we kinda like them, they are still essential.
Guild just made them simpler and more seamless to use in your community strategies by embedding them into the bot.
- Lens collectoooorsss
- 🌩️New dApp launch with Unlocked functions!
🔓OPEN NOW
https://www.z1nkx.app/
MINT WINDOW
To celebrate we will be opening the Z1 MINT WINDOW 🔜48 hours after dApp Launch for a limited time.
Enjoy our functions. More unlocked shortly.
https://www.youtube.com/@Z1PROJEXT
Make sure to follow us, our next post will be a Z1 airdrop used for minting!!
- 下一個天王級空投
https://lenstube.xyz/watch/0x0c97-0x19
- SOCLLY New App Unboxing and First Look! (Web3 Calendly/ Upwork) by @chriscomrie.lens #Lenstube
https://lenstube.xyz/watch/0x011f55-0x0ed8
- $GHO
- gm!
- What to do the next 7 days?
We've got you covered. 🎁
Stay tuned @orbapp.lens 👀
- **❓ Did you know that favorite colors are connected to personality traits?**
Research shows that people's personality traits are subconsciously revealed through their favorite colors 🎨
Read about your favorite color & traits, and don't forget to tell me if it's true in the comments 💭
Here are the colors and personality traits 👇🏻
**Blue**
👩❤️💋👨 Loyal
😎Generous
😇 a good person
**Red**
🫵🏻 Born as a leader
🤩 Extraverted
💃🏼 They like attention
**Pink**
💞 Full of love
🥰 Tender
🤫 Trusted & confidant
**Green**
🧑🏽💻Çalışkan
🧠 Smart
👀 Trust problems & jealousy
**Purple**
😇 Helpful
🎨 Creative
🥲 Sometimes they're hard to get along with
**Black**
🧨 Risk-taker
😑 High willpower
💻 Controller
**White**
🏳 Honest
💅🏻 Self-confident
🧍🏼 Brave but sometimes a bit naive
**Yellow**
😂 Happy
😊 Positive
🥳 Someone who spreads joy
**Orange**
👬 Social
🏄 Popular
⛹️ Self-important & a bit pretentious
**Gray**
👨🏻🎓 Quite mature
😊 Modest
🫤 Sometimes a little timid
- The recent announcement of the #Arbitrum airdrop has generated a lot of noice lately
This airdrop will probably become the largest in the crypto history 🤯
But what about the #Starknet token? 🤔
In this post, I'll provide an update on the #Stark token and its potential #Airdrop
Let's take a look at:
➡️ Stark's tokenomics
➡️ Will Starknet distribute an airdrop ?
➡️ Which criteria can be used for the airdrop?
➡️ The current state
Arbitrum's token launch date (March 23) and eligible users for the airdrop were recently announced: https://arbitrum.foundation
This event is expected to attract many users and airdrop hunters to L2 who don't have tokens like #zkSync, #Scroll, #Taiko, and ofc Starknet
On the Starknet side, the token launch is closer than ever with the upcoming launch of the first phase of the network governance. You can read more about it here: https://twitter.com/Starknet/status/1635977058546520064
💡 STARK tokenomics 💡
The token will be used for the following purposes:
👉Network governance
👉Network security through staking
👉Payment of fees
👉Incentivizing developers, projects, and users
#StarkWare has minted 10 billions tokens, which will be distributed as follows (**picture 2**):
➡️17% for StarkWare's investors (they have raised $282M: https://www.crunchbase.com/organization/starkware-industries-ltd )
➡️32.9% for the core contributors, i.e. the team, advisors, consultants, and partners who help build the network
The remaining 50.1% will be allocated to the foundation and used as follows:
➡️2% will be used for donations, primarily to research institutions such as universities
➡️9% will be allocated towards community provisions
➡️9% for community rebates, which will be used to refund a portion of the fees that users pay to use the network. For example, if a user pays $0.1 per transaction, 50% of that amount will be refunded to them through this 9% supply
➡️12% of the supply is allocated to grant in order to support research that contribute to the growth and security of the network
➡️10% as a strategic reserve to fund ecosystem activity
➡️8.1% has not been allocated and its future use will be decided by the community
This is purely speculative on my part, as there is no information from StarkWare and its team, however, it is possible that one of these following tranches could be used to airdrop end users:
👉Unallocated
👉Community provisions
👉Strategic reserve
💡 Will Starknet distribute an airdrop ? 💡
StarkWare has not hinted at any such plans.
While airdrops are often controversial, I believe that one would be beneficial for the democratization of Starknet.
Even if some users who receive the airdrop will simply sell and move to another network, a significant part will discover the ecosystem this way and stay on it.
In my opinion, airdrops can be a good onboarding and marketing tool, as we have seen with Arbitrum's airdrop and Optimism
However, in the case of Starknet, the timing seems too early.
The network is still too immature and there are too few dApps on the Mainnet at present.
But, as a user, is the perfect time to position yourself in it 😏
💡 If so, which criteria will be used for the airdrop? 💡
The following critera were used for the recent Optimism and Arbitrum airdrops (**pictures 3 and 4**) 👇
In case of Starknet decides to airdrop part of its supply to network users, the following activities should be prioritized:
👉Use the official Starknet bridge : https://starkgate.starknet.io
👉Frequently use applications on Mainnet (not just once) : https://twitter.com/Starknet_OG/status/1626576001538101248
👉Use applications with a minimum amount of funds
👉Provide liquidity on DeFi applications
👉Participate in project DAO (this is not yet possible on Starknet since no project has launched a token)
👉Bonus, regularly use applications on Testnet : https://twitter.com/Starknet_OG/status/1625878738545283074
I plan to write a full article about the Starknet ecosystem to help you :
➡️Where to start
➡️List of all applications divided by sector
➡️List of tools
➡️And much more
So you know what to do 😏
Even if StarkWare decides not to airdrop tokens to the community, using Starknet dApps enables you to explore a new ecosystem, discover new projects, and learn new things.
Trust me, it is worth it.
💡 The current state 💡
It is clear that StarkWare is currently focusing primarily on developers and may be somewhat neglecting users, but this appears to be a strategic choice:
👉The network is not yet optimized enough to accommodate and meet the needs of users
👉Since Starknet is not EVM compatible, they need to attract as many developers as possible to the Cairo language in order to build the infrastructure and environment necessary for developers to best express themselves and build the future of DeFi.
However, users are starting to see progress, especially with the governance phase mentioned above: https://twitter.com/Starknet/status/1635977058546520064
In addition, there are two proposals to incentive end-users, inspired by campaigns like Optimism or Arbitrum, which have been proposed by two Starknet projects:
https://community.starknet.io/t/proposal-incentivizing-the-growth-phase-of-starknet/7301
https://community.starknet.io/t/draft-proposal-growth-and-marketing-alignment-on-starknet/8064
So things are moving in the right direction for users
I aim to provide you with comprehensive sources to help you follow and understand the ecosystem as best as possible as a user 🖖
So feel free to follow me and join our Community Discord, where we provide you with the latest and most important information and alpha about the Starknet ecosystem in real time:
https://discord.gg/4MmAsm5XRq
I hope you enjoyed this post !
If so, don’t hesitate to like and Mirror to support me
And stay tuned for next week. I will publish some sources that will greatly helps you monitor the entire ecosystem.
- The recent announcement of the #Arbitrum airdrop has generated a lot of noice lately
This airdrop will probably become the largest in the crypto history 🤯
But what about the #Starknet token? 🤔
In this post, I'll provide an update on the #Stark token and its potential #Airdrop
Let's take a look at:
➡️ Stark's tokenomics
➡️ Will Starknet distribute an airdrop ?
➡️ Which criteria can be used for the airdrop?
➡️ The current state
Arbitrum's token launch date (March 23) and eligible users for the airdrop were recently announced: https://arbitrum.foundation
This event is expected to attract many users and airdrop hunters to L2 who don't have tokens like #zkSync, #Scroll, #Taiko, and ofc Starknet
On the Starknet side, the token launch is closer than ever with the upcoming launch of the first phase of the network governance. You can read more about it here: https://twitter.com/Starknet/status/1635977058546520064
💡 STARK tokenomics 💡
The token will be used for the following purposes:
👉Network governance
👉Network security through staking
👉Payment of fees
👉Incentivizing developers, projects, and users
#StarkWare has minted 10 billions tokens, which will be distributed as follows (**picture 2**):
➡️17% for StarkWare's investors (they have raised $282M: https://www.crunchbase.com/organization/starkware-industries-ltd )
➡️32.9% for the core contributors, i.e. the team, advisors, consultants, and partners who help build the network
The remaining 50.1% will be allocated to the foundation and used as follows:
➡️2% will be used for donations, primarily to research institutions such as universities
➡️9% will be allocated towards community provisions
➡️9% for community rebates, which will be used to refund a portion of the fees that users pay to use the network. For example, if a user pays $0.1 per transaction, 50% of that amount will be refunded to them through this 9% supply
➡️12% of the supply is allocated to grant in order to support research that contribute to the growth and security of the network
➡️10% as a strategic reserve to fund ecosystem activity
➡️8.1% has not been allocated and its future use will be decided by the community
This is purely speculative on my part, as there is no information from StarkWare and its team, however, it is possible that one of these following tranches could be used to airdrop end users:
👉Unallocated
👉Community provisions
👉Strategic reserve
💡 Will Starknet distribute an airdrop ? 💡
StarkWare has not hinted at any such plans.
While airdrops are often controversial, I believe that one would be beneficial for the democratization of Starknet.
Even if some users who receive the airdrop will simply sell and move to another network, a significant part will discover the ecosystem this way and stay on it.
In my opinion, airdrops can be a good onboarding and marketing tool, as we have seen with Arbitrum's airdrop and Optimism
However, in the case of Starknet, the timing seems too early.
The network is still too immature and there are too few dApps on the Mainnet at present.
But, as a user, is the perfect time to position yourself in it 😏
💡 If so, which criteria will be used for the airdrop? 💡
The following critera were used for the recent Optimism and Arbitrum airdrops (**pictures 3 and 4**) 👇
In case of Starknet decides to airdrop part of its supply to network users, the following activities should be prioritized:
👉Use the official Starknet bridge : https://starkgate.starknet.io
👉Frequently use applications on Mainnet (not just once) : https://twitter.com/Starknet_OG/status/1626576001538101248
👉Use applications with a minimum amount of funds
👉Provide liquidity on DeFi applications
👉Participate in project DAO (this is not yet possible on Starknet since no project has launched a token)
👉Bonus, regularly use applications on Testnet : https://twitter.com/Starknet_OG/status/1625878738545283074
I plan to write a full article about the Starknet ecosystem to help you :
➡️Where to start
➡️List of all applications divided by sector
➡️List of tools
➡️And much more
So you know what to do 😏
Even if StarkWare decides not to airdrop tokens to the community, using Starknet dApps enables you to explore a new ecosystem, discover new projects, and learn new things.
Trust me, it is worth it.
💡 The current state 💡
It is clear that StarkWare is currently focusing primarily on developers and may be somewhat neglecting users, but this appears to be a strategic choice:
👉The network is not yet optimized enough to accommodate and meet the needs of users
👉Since Starknet is not EVM compatible, they need to attract as many developers as possible to the Cairo language in order to build the infrastructure and environment necessary for developers to best express themselves and build the future of DeFi.
However, users are starting to see progress, especially with the governance phase mentioned above: https://twitter.com/Starknet/status/1635977058546520064
In addition, there are two proposals to incentive end-users, inspired by campaigns like Optimism or Arbitrum, which have been proposed by two Starknet projects:
https://community.starknet.io/t/proposal-incentivizing-the-growth-phase-of-starknet/7301
https://community.starknet.io/t/draft-proposal-growth-and-marketing-alignment-on-starknet/8064
So things are moving in the right direction for users
I aim to provide you with comprehensive sources to help you follow and understand the ecosystem as best as possible as a user 🖖
So feel free to follow me and join our Community Discord, where we provide you with the latest and most important information and alpha about the Starknet ecosystem in real time:
https://discord.gg/4MmAsm5XRq
I hope you enjoyed this post !
If so, don’t hesitate to like and Mirror to support me
And stay tuned for next week. I will publish some sources that will greatly helps you monitor the entire ecosystem.
- **validity rollup "Odyssey" | zkSync & StarkNet**
`FIAT -> provide liquidity on StarkNet ✨ in 1 afternoon ;-)`
Inspired by @starknet_digger.lens posts and 2 campaigns by Argent/Ramp/Marker & Braavos/mySwap I decided to have some fun with #StarkNet #DeFi this afternoon.
Step 1: #Argent mobile app (zkSync Lite/1.0) FIAT -> #DAI: Argent x Ramp x Maker launched a 15k DAI give away including DAI purchase without fee (see screenshot attached for give-away conditions).
Step 2: #orbiter 🛸 bridge #DAI from #Argent mobile app -> #Arbitrum (zkSync -> StarkNet didn't work for me ("Odyssey" 🤷♀️))
Step 3: #orbiter 🛸 bridge #DAI from #Arbitrum -> #StarkNet #Braavos wallet : Braavos launched a 10K USDC give-away for providing liquidity to mySwap with Braavos wallet (see screenshot attached for give-away conditions).
Step 4: #mySwap swap <50% #DAI -> #USDC (DAI-USDC is the liquidity pool I intended to add liquidity to.
Step 5: #mySwap add liquidity to the DAI-USDC liquidity pool.
Step 6: done 🎇 (there are some extra steps for the Braavos x mySwap give-away.)
**Please be aware**
(A) the Odyssey takes some time AND quite some (transaction) fees - depending on the transferred amount, but even the base amount is worth considering.
(B) the Odyssey uses beta stage and not yet audited projects.
- Lfgroooooowwwwwwww
Credit @pedrovilela.lens
- One for the @dumpling.lens
- With my partner in crime, the guy behind @lenster.lens tech, strategy, data and grants.
I feel always thrilled to work with @sagargowda.lens everyday that’s why his tees says CTO 😜
We speak about Lenster day, night and weekends 🌸
- **GM guys**
埋伏钱包赛道，等待下一个牛市的大空投（上）
**https://mirror.xyz/yourairdrop.eth/9p51t3JD0Ga2_1Ka-hFruvmiMGexy3fmc5SQLmLgoLA**
- Our next work in progress is a Smurf who is hell-bent on planting bad ideas in your head 👿
I hear he's been telling people to sell their 💎 to him at 0,03 ETH 👀
What do you think? Will you sell, or hodl? 🤔
- $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?
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- 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
- The Best-Reviewed Video Games of 2023 so far: https://t.co/BK9S75v09P
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- What's going on？
- Nexus Mutual V2 is live on Ethereum mainnnet 🥳
"Businesses can now build on top of the Nexus Mutual protocol to share any risk–not just crypto-related risks. To me, this is what DeFi is all about–providing access to those who truly need it." - Hugh Karp
- gotenks.lens 🌿
- Great job, we found the spell! ✨
Now we can start gathering all the ingredients and begin preparing! 👨🍳
Hmmm... It looks like Papa added an extra layer of security 🛡️ to the spell to make sure it didn’t fall into the wrong hands.
The final step has been encrypted! 👨💻
It looks like some kind of pattern 👀
Study the spell to figure out what the final step of the resmurf spell is! ✨
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