yali◱ ◱ (@99878) • Hey
Do what you can and leave the rest to the time
Publications
- Mirror this post via app.amplicata.xyz and receive rewards! #amplicata
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via @amplicata
- 迎接所有美好
- Lens Hackathon presentations happening now at @ethglobal.lens Tokyo!
- gm
- The thoughts and statistics presented by Balaji regarding the fiat crisis kept the audience fully engaged and on the edge of their seats.
Do you think there will be a peaceful transition from fiat to DeFi?
- 美
- 梦想成真
- 开启新的一天
- 可爱😊
- 最高水位
- 春天的故事
- 食材清单
- 木瓜撞奶
- 走进春天，欣赏樱花
- https://twitter.com/yali0652/status/1641425538735837184?s=20
- Ronnie uses Collateral Swaps.
Available across all V3 markets on app.aave.com. Powered by ParaSwap.
- 万物随风醒，美好皆可期
- get memeing⚡️ 🚀
[Phaver (🦄,🌿) on Twitter](https://twitter.com/phaverapp/status/1640727957944647681)
“GMGM Phaver Fam⭐️
Join in the fun and enter the Phaver Meme Competition on the @memester_xyz platform.
Create your meme’s here 🥂
👉https://t.co/FBuYmqKIlX
🗓28th March - 2nd April
Details to follow👇”
- I just mint my Twitter Passport from @kleoverse . You'll only pay gas fee. @klvrs.lens 💚💜 @phaver.lens
Here you can mint! 👇🏻
https://kleoverse.com/badge/identity/twitter-passport
I also suggest you should mint the limited number of OATs that will be available at 2 pm UTC after minting badge. https://galxe.com/kleoverse/campaign/GCHzqUVRD7
[Badge: Twitter Passport](https://kleoverse.com/identity/twitter-passport)
Prove your Twitter account ownership by claiming this badge
- Global cryptocurrency exchange @LBank_Exchange announced their support for zkSync Era.
- Got nice JPEGs? 🔥
Connect them and see if you can join the TOP 10 NFT ranks on the Phaver app✨
We will be taking periodic snapshots of the NFT Whale leaderboard on Phaver - probably nothing 😉
[Phaver (🦄,🌿) on Twitter](https://twitter.com/phaverapp/status/1635999520570986498)
“🚨NFT Whale Alert:🚨
Congrats to @Mocapoohchan - one of the Top 10 NFT Whales on Phaver in our most recent snapshot ⚡️🐳
Think you can be in the Top 10 too?
1. Connect up 👉 https://t.co/Dp2HNo1JjE
2. Use @eternalproxy to keep NFTs safe 👉 https://t.co/BvytMLgq2k
LFG 💸”
- 新的一天加油！
- Hello @zksync family, get one step ahead and be the first to know all about the zkSync Name Service by joining @star_protocol Community!
- To all my Persian homies and girlies
- 纯天然好吃的不要不要滴
- After Arb, some of them will comeing, are you redy？？！！！
准备好了吗？这些大毛也要来了！
- Let's GHOOOOOOO! We are live on Testnet! 👻 gho.xyz
Stay up to date on all things GHO here (and grab the genesis edition collect!)
- 今日任务
1）Pyme 超级任务 #superquest 重启，10xp（0.95u）顺手做下：https://pyme.id/pyme/quests/controlling-allowances-with-revoke-cash
2）pyme 5xp随意领：https://pyme.id/pyme/quests/check-your-arb-token-eligibility
3）suiswap做任务,sui主网上了积分能换代币 https://crew3.xyz/c/suiswap-app/invite/FHGZIYCl-UYD0mzwhTgzN
- 干旱使湖水都见底了😂
- 春意盎然
- @SlingshotCrypto 弹弓的首个OAT
- BTC生态(图)
- $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
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- This is Lenny
- Morning thought 🌄
THE LESS YOU FEAR THE MORE POWER YOU WILL HAVE
- 注册 waitlist
https://app.cryptogpt.org/referral?code=WJO6AMW
- https://twitter.com/ConsenSys/status/1629938052318609408?t=cOgIuH-76sYWLymjrDvmWQ&s=19
[ConsenSys on Twitter](https://twitter.com/ConsenSys/status/1629938052318609408)
“As always, the energy at #ETHDenver 2023 is electrifying #ForTheBuilders ⚡⚡⚡
Come build with @MetaMaskDev @infura_io @ConsenSysAudits and @trufflesuite during #BUIDLWeek at #BUIDLHub!
Bring it @EthereumDenver 😮👇”
- Across all Lens clients comments are ranked based on a ML score that improves overtime 🔥
- Making web3 social user-friendly #EthDenver @stani.lens
- SF Lens Frens!
Register for our San Francisco meet-up at The House of Web3.
Wednesday, March 8th:
🎟️ lu.ma/r3d7a2hp
- I just deposited $50.00 into my @pooltogether.lens prize savings account! Join me and thousands of others saving $45,950,845.15 and winning 126 prizes daily. #PoolTogether
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- Just voted for my favorite project DegenReborn in #Connected2023, a Web3 Social hackathon by @CyberConnectHQ the social graph protocol & @BNBCHAIN Join me to vote for a better social and win $50,000-$100,000 prizes! http://connected.cc.me sig:WpT4cV
- Follow ✅ 🚀
Mirror ✅ 🚀
Collect this beautiful art 🎨 to get free matic ( Must follow for free matic )✅ 🚀
- https://twitter.com/yali0652/status/1629133692722634754?s=20
- 银河狗儿钱包任务，引推就可以了
https://galxe.com/taho/campaign/GCr72U4a3d
- sui测试的质押游戏结束，没有拿到奖励