augustine (@augustine) • Hey
web3
Publications
- eip4844的部署，最大的受益者是layer2，尤其是头部的layer2，因为到时候layer2需要支付给layer1的费用会大幅下降，从而使得layer2的创收能力更强，虽然layer2的费用也会下降，但是中间差价大概率会更大。
- In a few hours, Ethereum will undergo a Shanghai upgrade. When I get up next year, the upgrade is probably completed, and the whole Twitter is celebrating the success of the upgrade. I am very much looking forward to seeing how the token price of the lsd track will perform, whether it will rise or fall. I think there is a high probability that it will rise sharply.
- 还有几个小时，以太坊就要进行上海升级了。等明年我起来的时候，估计已经完成升级，整个推特都在庆祝升级成功了吧。非常期待到时候看看，lsd赛道的代币价格会如何表现，是上涨还是下跌呢。我觉得是大概率大幅上涨吧。
- In a few hours, Ethereum will undergo a Shanghai upgrade. When I get up next year, the upgrade is probably completed, and the whole Twitter is celebrating the success of the upgrade. I am very much looking forward to seeing how the token price of the lsd track will perform, whether it will rise or fall. I think there is a high probability that it will rise sharply.
- 还有几个小时，以太坊就要进行上海升级了。等明年我起来的时候，估计已经完成升级，整个推特都在庆祝升级成功了吧。非常期待到时候看看，lsd赛道的代币价格会如何表现，是上涨还是下跌呢。我觉得是大概率大幅上涨吧。
- Writing has helped me a lot, especially in helping me clarify my thoughts and deepen my understanding of certain issues. Many times we are not thinking clearly because we have not written. The act of writing itself can lead us to think actively.
- 写作对我帮助很大，尤其是帮助我理清思路，深化自己对某些特定问题的认知。有很多时候我们都是因为没有进行写作而思路不清晰，写作这个动作本身可以引领我们去主动思考。
- From Aa to Zzz, Episode 35 - March 21, 2023
From Aa to Zzz, Episode 35 - March 21, 2023
From Aa to Zzz: An Aavegotchi Podcast
LIVE Every Tuesday at 7pm EDT (11pm UTC)
YouTube: https://www.youtube.com/channel/UC9kh1xerAZrygeYQWIyBvAg
Twitch: https://www.twitch.tv/zombieshepherd
Twitter: https://twitter.com/ZombieShepherd
Recordings:
Lenstube: https://lenstube.xyz/channel/fromaatozzz.lens
RSS: https://spotifyanchor-web.app.link/e/O2p8PdEvnyb
Follow us on Lens:
https://lenster.xyz/u/fromaatozzz
https://lenster.xyz/u/0xzfi
https://lenster.xyz/u/zombieshepherd
Follow us on Twitter:
https://twitter.com/0xZFi
https://twitter.com/ZombieShepherd
Official Aavegotchi info:
https://www.aavegotchi.com/
https://verse.aavegotchi.com/
https://blog.aavegotchi.com/
https://dao.aavegotchi.com/
@0xzfi.lens @zombieshepherd.lens
- What's going on with the SEC today?
#bytes
- 空投发完了，而且是一次性发完的，然而，arbitrum的交易笔数仍然创下新高，这很能说明问题。
- Are you still using outdated web2 tools like Canva to create content for your social media profiles? Yikes, that's so *normie* of you!
Luckily, LensPost has got you covered! We are a new degen creator tool that will take your Web3 social media game to the next level! Intuitive tool to supercharge User Generated Collectibles, aka. #UGCs
Get ready to turn heads and stand out from the crowd with visually stunning content that's as unique as you are. With LensPost, anyone can make content that's highly collectible! Plus, we put your NFTs to use ;)
Ps: WL for the first 1000 followers on Lens for BETA ACCESS, NFTs/Airdrops/VIP Features and more!
#LMCC #LFG
- 20 Aggregating Web3 Social with @yup_io — Nir Kabessa
Nir Kabessa is the Co-Founder and CEO of Yup, along with Co-Founder Vernon Johnson.
Yup is the best of web3, all in one feed. Aggregating the best content of Lens, Farcaster, Mirror, NFTs, and Crypto Twitter. A new way to curate your own feed and post across platforms.
Nir was President of Blockchain at Columbia from 2018 to 2020. Since 2020 he’s been a Mentor at the Columbia IBM Blockchain Accelerator. He’s a speaker and investor, contributing at publications including Forefront, Hacker Noon and Big Think.
Writing topics include EVM Network Effects, NFTs & the Meme Economy, and Curator Economy: Monetizing Taste in Web3.
In this episode we talk about the EVM as a social network. The rapid evolution, growth and experimentation we’re seeing in web3 social. What it means for DAOs and media networks like UFO. And Nir’s early origins in the crypto space, starting way back in 2014 and amping up from 2017.
listen — https://ufo.mirror.xyz/75AiFLfKQ0385pLwvUDbsk2AdynEN08eiKtEfUyNr7Q
sponsors — @lensprotocol + @zerion + @yup_io
- gm
- ▓▓▓▓▓░ 91%
$ARB is coming TOMORROW 🔵 🦅
A quick guide on how to be prepared:
• how to claim faster
• how to LP
• how to buy/sell/snipe faster
Don't get front-run 🐵 👇
1/12
🐵 CUSTOM RPC
$ARB is launching in Arbitrum One chain.
With the Optimism #1 Airdrop, the network saw a lot of stress and their RPC went down. This could also happen tomorrow.
Solution: create your own RPC endpoint.
2/12
🐵 CUSTOM RPC
In this example, we will be using AlchemyPlatform:
1. Create an Account 🔗 auth.alchemy.com/signup (free plan, skip when asked for credit card details)
2. Go to your Dashboard: dashboard.alchemy.com
3. Click on the "Create app" button at the top right
3/18
🐵 CUSTOM RPC
4. Create an App for Arbitrum
5. Get your RPC https URL from Alchemy
4/18
🐵 CUSTOM RPC
6. Go to MetaMask and add a Custom RPC
7. For the Custom RPC, enter → your Alchemy URL, Chain ID 42161, ETH as currency, and https://arbiscan.io as the block explorer
8. Done ✅
5/18
🐵 ARB PRE-APPROVAL
• How to front-run the opportunity even more?
Pre-approve the contract to take advantage faster and allow @ARB to be traded in exchanges.
This can be done with the most popular protocols (@1inch, @Uniswap)
6/18
🐵 ARB PRE-APPROVAL
• This is $ARB contract: 0x912ce59144191c1204e64559fe8253a0e49e6548 (compare it to 🔗 docs.arbitrum.foundation/deployment-addresses)
• Uniswap V2 & V3 Router:
0x4c60051384bd2d3c01bfc845cf5f4b44bcbe9de5
• 1inch smart contract: 0x1111111254EEB25477B68fb85Ed929f73A960582
7/18
🐵 ARB PRE-APPROVAL
1. Go to ARB smart contract > Write as Proxy: 🔗 https://arbiscan.io/token/0x912ce59144191c1204e64559fe8253a0e49e6548#writeProxyContract
2. Connect your wallet
3. Spender: Uniswap or 1inch
4. Amount: in the example, with 20000000000000000000000 you are approving 20,000 ARB to be traded by that smart contract
8/18
🐵 PREPARE ETH FOR GAS
Don't forget to send some ETH in advance to Arbitrum to cover gas fees when claiming.
Use:
• jumper.exchange
• bungee.exchange
(either bridge has a token yet 👀 🪂 )
💡 Gas tracker: pro.nansen.ai/multichain/arbitrum/gas-tracker
9/18
🐵 WHERE TO TRADE - DEX
I get asked a lot about where to trade certain tokens.
This will be useful for any token, not just $ARB.
There are two great tools that let users monitor every blockchain for pools: GeckoTerminal and DexScreener.
10/18
All you need to do is paste ARB's contract in their search bar:
• @GeckoTerminal: geckoterminal.com
• @dexscreener: dexscreener.com
And the websites will display all pools in DeFi that are trading that specific token, with liquidity and price info. 💥
11/18
🐵 WHERE TO TRADE - CEX
This also applies for general tokens. @Coingecko has a great section dedicated to the token's markets.
Go to CoinGecko's $ARB token page 🔗 coingecko.com/en/coins/arbitrum
Scroll down to the bottom, and check “markets”.
12/18
🐵 WHERE TO TRADE - CEX
Confirmed centralized exchanges that will be listing ARB
✅ Binance
✅ Bitfinex
✅ Kucoin
✅ ByBit
✅ OKX
✅ Gate (don't use this one, it's a piece of sh**)
✅ Bitmart
✅ Huobi
✅ Bitget
✅ Bitrue
✅ MEXC (don't use this one, it's a piece of sh**)
13/18
🐵 LIQUIDITY PROVISION
• Uniswap v3 allows single-sided LP.
You could potentially just LP your $ABR airdrop and not risk your "main funds", but your "airdrop" funds.
Why would you do this? To get interest. Transaction fees and APR in the initial launch hours are huge
14/18
🐵 LIQUIDITY PROVISION
• How does single-side liquidity work in Uniswap v3?
LPs can set the liquidity allocation price higher than the current market price if they provide the more valuable token, or lower than the market price if they provide the less valuable token.
15/18
🐵 LIQUIDITY PROVISION
This allows LPs to sell their position if the asset they provided increases in value, or buy more of the other asset if it continues to fall in price.
LP tokens are being replaced with an NFT (ERC-721).
16/18
🐵 LIQUIDITY PROVISION
There is already almost 4M USD in TVL in Uniswap for the ARB pools.
How do they do it? Users are LPing just USDC or just ETH (single-sided). v3 is more complex than v2, watch this video from @finematics to learn more:
🔗 https://www.youtube.com/watch?v=Ehm-OYBmlPM
17/18
🐵 CLAIMING TIME
• People can claim the airdrop until Sep 23 2023.
• Claiming on the Arbitrum One chain will start when the Ethereum chain reaches block 16890400. That is on Thursday, in around 13 hours:
🔗 https://etherscan.io/block/countdown/16890400
Monitor the link to be ready
18/18
I hope this helps you learn a thing or to, and have an edge against the general market when deciding what to do with your airdrop.
⚡️
- 币圈动则寻找百倍十倍项目，从长期来说，在区块链领域里面投资，可能最后真正赚到钱的人也许也就5%左右。也许有人用1%的仓位赚了100倍，但是剩下99%的仓位亏了99%，结果就是不赔不赚。
- 为什么最近一直在思考治理代币、代币经济学、价值捕获的问题，因为这是在crypto领域投资必须要搞明白的逻辑。这是投资的底层方法论，只有依靠一套在数学上靠得住的逻辑才能够在透过迷雾看到本质，才能够在这个市场中生存和发展。这个问题想清楚，可以节省大量的时间和金钱，避免走很多弯路。
- 长期投资于ROIC很低的公司，投资收益率一定很差；同样道理，长期投资于治理代币，其投资收益率将会比投资于ROIC低的公司还要差。
- 影响公司长期投资收益的核心指标是ROIC和自由现金流等，而影响web3 token的长期投资收益在于代币经济学，这是一个更加综合的概念，而不是单一指标。在代币经济学中最关键的是看是否有价值捕获。
- 所以从这个意义上讲，web3协议没有控制价值。那么如果我不去控制它，而是去获得大比例的投票权（小于50%），然后影响协议投票以满足我的利益呢？这需要根据不同的协议case by case来看。很多治理投票的事项是相对有限的，或者可以影响投票也很难在经济利益上向自己倾斜。这种协议就是既没有控制价值，也没有影响价值。其治理代币的价值就是趋近于零的。长期投资收益肯定是非常差的。
- 所以我们不能够从传统投资的眼光来看待web3的并购问题，传统公司的并购和并表可以控制公司财务和业务，并且可以以有利于控股股东的方式来运作公司。但是web3协议不能够被单一实体控制，拿下51%的投票权只会被人们视为是治理攻击，反而失去了正当性。
- 之前受过治理代币的价值问题，治理代币没有投资价值，但是对于大资金来说具有控制权价值。但是仔细想想，这种所谓的控制权价值也是虚的。因为对于去中心化协议而言，其价值的很大一部分是其去中心化的模式，而如果大部分代币都由单一实体控制，那么其去中心化就是假的。势必会导致社区的异议和离开，导致价值的损毁。
- 房地产如果出现金融危机，那么金融行业就会出现危机。
包括房地产产业链相关贷款。
最可怕的是基于房价的抵押品价值将会不足，从而导致整个金融体系出现风险。
然后将会对整体经济造成核弹级破坏。
这种风险是我们所承受不了的。
- 虽然中央在2016年就提出房住不炒的口号，
但是实际上从2016年到2020年中国的房价仍然是呈现大幅上涨的态势。
2020年下半年推出的三条红线直接进行降杠杆，
让高杠杆的房地产公司直接面临现金流挑战。
- 中央在2016年就提出房住不炒的口号是具有前瞻性的，那时也是李嘉诚撤离中国大陆的时候。
也许，李嘉诚做出这个决策的依据也许是基于对政治风向的审时度势，然后才是商业上的综合考量。
- 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…
- augustine.lens
- i am augustine.lens