association.lens (@association) • Hey
association.lens
Publications
- 硬件钱包的私钥并不是不能发送出去，硬件钱包厂家是有能力通过升级固件来提取用户钱包私钥。ledger/gridplus/onekey都是如此表达过了。
https://twitter.com/evilcos/status/1659724906609909761?s=20
- 以太坊成功进行了上海升级，可以说rocketpool的节点运营商是最开心的一个群体了。
- Few people will compete with you for a good opportunity of more than five years. The core of this point of view is to judge the opportunities in five years ahead of the market. This way of thinking is rarely adopted. Because it is too long, there is no timely feedback. Or it means that you are looking for early investment opportunities, and it is very difficult to identify early investment opportunities, so few people compete with you.
https://twitter.com/Svwang1/status/1646241481433415684
- 五年以上的好机会，很少人和你抢。这个观点讲的核心是要提前市场去判断五年后的机会，这种思维方式很少人采用。因为过于长期，没有及时的反馈。或者意味着你要寻找早期投资的机会，而识别早期投资机会的难度是很高的，所以很少人和你抢。
https://twitter.com/Svwang1/status/1646241481433415684
- Lens will be the focus at the Tokyo ETH summit. By recruiting developers from all over the world to develop various applications based on the lens, the lens will undoubtedly create a very rich ecology. It seems that lens is a set of smart contracts, but in fact what it does is very similar to the public chain. In the future, lens will represent a new species called super application ecology.
https://twitter.com/LensProtocol/status/1646294369471991810?s=20
- lens在东京ETH峰会上将会成为焦点。通过在世界各地笼络开发者基于lens来开发各种各样的应用，lens毫无疑问将会创造一个非常丰富的生态。看上去lens是一组智能合约，但实际上它做的事情和公链是非常类似的。未来lens将会代表一个新的物种，叫做超级应用生态。
https://twitter.com/LensProtocol/status/1646294369471991810?s=20
- Hi my butterflies ✌️❤️🦋
I'm a fan of highlighters 😂
- @simi_brunner doing his thing
- What is a zkEVM?
- CFTC sues Binance and its CEO, CZ
#bytes
- Nature is calling part 2
In part 1 we explored the earth side of nature and in part 2 we will dive deeper to explore the unexplored untapped potential of the ocean
- Taking the above factors into consideration, Tencent is currently our main position.
- Tencent has a strong ability to generate cash, and with the normalization of anti-monopoly, after its investment pace slows down, Tencent will return a large amount of cash to shareholders through buybacks and dividends
- At the same time, the effects of cost reduction and efficiency enhancement measures will continue to be realized in 2023, as well as the continued growth and commercialization of video accounts. We look forward to seeing Tencent achieve performance that exceeds market expectations in 2023.
- As economic activities return to normal, Tencent's advertising business and financial services business will resume rapid growth. The game business will also resume growth with the normalization of version number distribution and the completion of minor protection rectification.
- 腾讯拥有强大的创造现金的能力，而随着反垄断的常态化，其投资节奏放缓之后，腾讯将会把大量现金通过回购和股息等方式回馈股东。
- 同时考虑降本增效措施的效果将在2023年继续兑现，以及视频号的持续增长和商业化。我们期待看到腾讯在2023年实现超越市场预期的业绩。
- 企业基本面方面。随着经济活动恢复正常，腾讯的广告业务和金融服务业务都将恢复快速增长态势，游戏业务也将随着版号发放正常化和未成年人保护整改结束而恢复增长。
- In terms of the general environment, these two fields will be suppressed by regulation in 2022, but policies have cycles. In 2023, the pendulum of the regulatory cycle has begun to turn.
- In 2023, we will sum up our experience and lessons and start again. Our current investment portfolio is highly concentrated in Internet platforms (Tencent, Meituan, etc.) and private higher education (Yuhua Education).
- 大环境方面，2022年这两个领域都是受到监管打压的领域，但政策有周期，2023年，监管周期的钟摆已经开始转向。
- 2023年，我们总结经验教训，重新出发。我们目前的投资组合高度集中在互联网平台（腾讯、美团等）和民办高等教育领域（宇华教育）。
- Any investment decision should be made on the premise of underestimation, otherwise it will be an invalid allocation of capital.
- We mainly invest in the Hong Kong stock market. In 2022, we will encounter the most extreme market conditions since the 2008 financial crisis. However, the poor performance of the fund was mainly due to my misjudgment of the overall situation of China’s real estate adjustment. I bought shells at a high point before and failed to stop losses in time after the market turned. This caused significant investment losses and dragged down the overall performance of the fund.
- 我们主要投资港股市场，2022年遭遇自2008年金融危机以来最极端市场行情。但基金表现不佳，主要原因在于我误判了中国房地产调整的整体形势，此前在高点买入贝壳，市场转向后没有及时止损，造成了显著的投资亏损，拖累了基金整体表现。任何投资决策都应该建立在低估的前提下做出，不然就是资本的无效配置。
- The rumor of WETH decoupling that emerged today shows that the market sentiment is like a frightened bird. At the same time, the Chinese media reprinted the report indiscriminately without verification, which shows that its level is low.
- Our life may be meaningful or meaningless, but at least we have to live a free life, and freedom itself is value.
- @stani.lens Thank you for the warm welcome to Lens Protocol.
If any #lensfrens will be coming to Miami Art Basel, join us on Friday Dec. 2nd!
https://link.dice.fm/c5e8f5db4a20
#mwnft
- Set a reminder for my upcoming Space to learn from @connectthecoast on how he went viral on Lens and built a metaverse night club to promote his music brand! Listen live here :https://twitter.com/i/spaces/1OwGWwyNvBwGQ tomorrow Monday Nov. 28 at 9 pm EST (6pm PST) can’t wait for this one…
- When I grow up, I want to be a content collector.
- As I said before, due to the inherent disadvantage of centralization, decentralization must be a trend in the long run. I believe that decentralized staking will definitely channel centralized staking in the future and become the mainstream of the industry. Due to its decentralized nature and first-mover advantage, rocket pool will gain a higher market share in the future.