timoye611◱ ◱ (@86444) • Hey
aixuexi
Publications
- I just voted "Yes" on "A.P.D. - mETH Request" https://snapshot.org/#/stgdao.eth/proposal/0x808c1dc3ea8086552e764f7a4b2763cbc1aace2492c51c8a94c65e5e71cd35d0 #Snapshot
- OrddSFN8MziiIEp5tb4FWrpDcEYCL3o_aidy7GWgidXB4lW8-tU-a6S5jJ9foeWSAWZB-gaVN5Tbc4Z1iuRlwoC5nvmCBsZWOjRj9hNqLvwLZopNxhUjVrBjigJiniasQHe31sWJMALRjdLjFDRnyGXbwsd4oRkloHdRf71HGTgfN4nCDCdAtcqk5z876KuCYyicv3pMmGze9dBtZ709wULUUnDZYlqbIZUEtn6MWy4RHReIl6vg3zAmS5cDf_QAFXFbPCh6shWMSTeSXxEKay6b95oo18MYLFjbt5pxKUE=
- I just voted "For" on "[CP-1] CYBER Multichain Liquidity Balance" https://snapshot.org/#/cybergov.eth/proposal/0xb356f9a8bd8aa3210b5cfb7c8c34c950aada63c1d9dc72916730e214e7d380b8 #Snapshot
- Hopr4CntQh6ViP3tzU7UVXDjOB5UxBST_QPkJvtvqHNNOSKnv5yJwS2xkfUvVKs6XEQCerL3jqjbgjg2EzvJ1pxIfFyAguvr-I4rXIjG1rrx0vQaHEKgVAXy0Df3uJLaKWZHyEMjJnL9RhwO_NxRJv8VY7_kWCi1dMjb5g6D3_b3JShZwEN4wdrzzu6fsJJ3YvExw41fvWT8HWwTBgGyM1Pc_2Tk8HrpBi8_qKIAJtyXQ3n3C3pJ-fp9sD43RMF-
- Ob6OkCIJgKC3TJzM_ngFSWo8M2yEn-J6nNakfAntbZnhxwZI0o67XFBjODjCFMHL8TxOLFCHsZ9mzht7kXJe7Akhu4Y-5qPGZiLUzRCs9FsUGTdLFJ2k_0jAh7EjavgmLCNJa5f65OUotW-tQ9dGldC2QCddzcIOrtFI6F-7kSZc9WnAupnP568hwf1qTfcplX8i3-k4ljfdVPUEFx1Zozna-vGAaGEODQGxtLH2-RjsubHch2VrEUExrnlWyv-9
- Sharing your Lens post directly on Twitter
- What did you collect recently?
- gm **4/20** 👋
- What do we all think about #hashtags in social media? honest opinions, and from the standpoint that they don't help algos anymore these days (no algo or discovery utility)
- Everyone has a dream in a colorful world.
- Look deep enough
- Lens is growing with the help of its users. If there is anyone that you would like to invite from your network to Lens during the beta before the flood gates open, shoot me a DM. Prioritizing folks that create content or discussions.
- I have completed the process for Sui Network.
I'm starting to wait now.
- Lens Hackathon presentations happening now at @ethglobal.lens Tokyo!
- The best pancake I ever had
- In ETH we believe
- 昨天第一次缺席
- Dear Lens fam, what is the Future of Social for you?
At t2, we believe the future social networks should revolve around our values, not just what grabs our attention. We want to foster meaningful connections with others, share what helps us achieve our goals, and enjoy articles that empower us.
We have witnessed how the Lens community celebrates genuine creativity and friendship. We believe our values and mission align closely with those of the Lens community. So, we are excited to bring a new type of writing and reading platform to @lensprotocol, starting with our manifesto. manifesto.t2.world
⏳ If you are on board with this vision, **sign the Manifesto** with your value propositions and complete all steps. You will receive a personalised card to showcase your values and **early access to the t2 alpha product**.
**If you are a writer, follow us and comment below with your favourite piece of writing by you. We will follow back!**
- gm
- Met the gigabrain from @uniswap.lens 🦄epic team and nice brainstorming session on future of france 👻
- Proof of Argentinian 🇦🇷
- Teemo of our family.
- Life is a bottle.
- It's dated.
- No matter how gloomy the day is, it is also temporary.
- A warm home is a harbor.
- Our mobile engineer, Spencer, shows us his favorite wallet features, which include swapping/sending tokens on any chain and the explore wallet function.
What are your favorite wallet features so far? 👀
- 🇹🇷 Phaver Türkiye ailesi olarak 18 Mart Çanakkale Zaferi ve Şehitleri Anma Gününüzü kutlarız!
Today is so important day for Turkey!
[Phaver Türkiye (🦄,🌿) Twitter'da](https://twitter.com/phaverappTR/status/1636970690011332609)
“🇹🇷 Phaver Türkiye ailesi olarak 18 Mart Çanakkale Zaferi ve Şehitleri Anma Gününüzü kutlarız!”
- Sample this, cold rainy Friday in Nola
- $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
- Bank of mom and dad always works
- 3
- 3
- We are excited to announce that the Mainnet launch of our @lensgardennft.lens collection will take place on Thursday 23-03-2023 on Polygon. Join us for a unique and immersive NFT experience that connects your activity on the Lens Protocol ecosystem to your NFT, enhancing its value.
Our bots have meticulously created and curated the Lens Garden collection to ensure that each plant is uniquely fashioned for every community member. Lens Garden is the first dynamic NFT collection within the entire ecosystem, and we can't wait for you to explore it.
Lens Garden is a significant milestone in the Lens ecosystem, and we're excited to invite you to participate in this new NFT experience. The collection is a digital asset that evolves and grows with your activity on the Lens Protocol.
Thank you for your continued support of Lens Garden NFT collection. We can't wait to see you at the launch and for you to level up your NFT with Lens Protocol. Stay tuned for more updates and information on this exciting new addition to the NFT space.
- I need the new @lenstaxyz.lens testflight
- Phaver will be presenting on Shard Dubai demo day! 🦄
- Friday, 17th March
- DIFC Innovation Hub, Dubai
- Online livestream available
[Phaver (🦄,🌿) Twitter'da](https://twitter.com/phaverapp/status/1636453348416135169)
“Phaver will be presenting on Shard Dubai demo day! 🦄
- Friday, 17th March
- DIFC Innovation Hub, Dubai
- Online livestream available
Come find us at the event tomorrow
👉 https://t.co/xCpaS34BMh”
- Imagine if you could store your gho balance on this card
- GMGM!!! 😆
Recently Japan has been getting warmer and I saw cherry blossom buds vigorously opening their petals and getting ready for full bloom.🌸
When I see something like this, I am reminded that life is wonderful.
An early morning walk is a nice thing to do❣️
#sakura #spring #cherryblossom #photo
- Recently I have been unfollowing vs following mainly to improve my feed. I really want to ensure I have content I care about on my feed. For new accounts if its content that I appreciate and seen it three times, I usually follow.
- Who was walking yesterday with Lens cap in LA?
- How would you explain Lens to someone who is not in web3?
- Ice and snow melt! It's time to run!
- Take the lead in art
- Facaimao
- Lens BigQuery Public Dataset is Live 🔍
Read more about unlocking new possibilities in our blog
https://mirror.xyz/lensprotocol.eth/L-VyE549sOOdi4nBgos6XNAUgf3H1oErfkAtndU6RHY
Learn how it works in our developer docs
https://docs.lens.xyz/docs/public-big-query
- Head to our booth at Eth Denver📍regenlandia, claim a POAP, and leave with more Lens knowledge and rare swag 🔥
- “Lens is a flexible tech stack. You can secure your profile, followers, and content on-chain and make it into a collectible. Or you can keep some data off-chain. You decide." @stani.lens 📍Eth Denver
Lens 🤝 @gitcoin.lens watch this space.
- “I would love to see entrepreneurs building small use cases and iterating. Many ideas will fail but the point is to build fast, keep iterating and learning. Lens makes it easier and less risky to experiment.” @stani.lens at #ETHDenver
- Making web3 social user-friendly #EthDenver @stani.lens