May (@btcoin) • Hey
0x996dao.eth
Publications
- 按头！0撸tg小游戏@CatizenAI 空投教程
Catizen是一款以猫为主题的合成tg小游戏，可以通过游戏获得金币，后面可以拿到代币空投。
6月19号完成了种子融资，金额未披露。
今天玩了一下，挺上头。
上链接:https://t.me/catizenbot/gameapp?startapp=r_979_24260987
https://t.me/catizenbot/gameapp?startapp=r_979_24260987
- 按头！0撸tg小游戏@CatizenAI 空投教程
Catizen是一款以猫为主题的合成tg小游戏，可以通过游戏获得金币，后面可以拿到代币空投。
6月19号完成了种子融资，金额未披露。
今天玩了一下，挺上头。
上链接:https://t.me/catizenbot/gameapp?startapp=r_979_24260987
https://t.me/catizenbot/gameapp?startapp=r_979_24260987
- gogogo
- 价值是什么？
对于短期投机者来说，短平快就是核心竞争力，眼光好，速度快，看好时机，见好就收，同时接受投机思维带来的风险，不可持续，一个短平快的交易机会就是价值。
对于长期布局者来说，长期坚守、坚持用时间换空间，坚持长期做难而正确的事情，在长期要素上长期做功，可积累可持续的长期行为就是价值。
有些人眼前没有路，而有些人眼前路很多，却又无法抉择，不断切换路径而又离终点越来越远，核心原因都是自己人生选择不够清晰，这种混乱的状态会让人在短期得失和长期价值中反复纠结徘徊。
- 价值是什么？
对于短期投机者来说，短平快就是核心竞争力，眼光好，速度快，看好时机，见好就收，同时接受投机思维带来的风险，不可持续，一个短平快的交易机会就是价值。
对于长期布局者来说，长期坚守、坚持用时间换空间，坚持长期做难而正确的事情，在长期要素上长期做功，可积累可持续的长期行为就是价值。
有些人眼前没有路，而有些人眼前路很多，却又无法抉择，不断切换路径而又离终点越来越远，核心原因都是自己人生选择不够清晰，这种混乱的状态会让人在短期得失和长期价值中反复纠结徘徊。
- 针对目前的撸毛赛道，我会怎么做 ？
一、成为专业赛车手
我喜欢玩赛车，不仅仅喜欢速度给我带来的肾上腺素飙升的体验，更是喜欢不断刷圈超越自己的成就感，赛车比赛是分组别的，大家的车都会被控制在同一个水平线里，你没有办法在赛车上占据很大的优势，你只能通过长期不断的训练、不断的刷圈，不断的优化线路和刹车点，最后形成肌肉记忆，保证自己不犯错，最终可能还是登不上领奖台，因为众多竞争对手跟你一样，不犯错只是基本要求。
任何一个行业，也是一样的，社会规律一定是先进代替落后，专业代替业余。在如今的大变革时期中，大家都在抱怨机会变少了，甚至有人说行业到头了，但是我认为这是最坏的时代，也是最好的时代，因为行业洗牌会创造更多的机会，行业红利不存在的时候，蓝海变红海，大量的机会、资源其实不再平均化，而是加速向更少一部分手里倾斜，像目前的二级市场一样，市场割裂，资金分流，btc、eth还在高位，山寨却已跌成屎，强者恒强。
所以，打铁还得自身硬，我们都得思考，如何提升自己，如何精进自己、如何做好战略规划、如何持续发展、如何将自己训练成专业的赛手？如何提高自己的视野和格局？如何才能保持长期思维？这些我认为才是当午之急。
二、顺势而为
“势”不是“运”，势 是集合所有信息、能力、资源后对未来做出的选择，成与败、高与低、结果的大与小，基本都隐藏在你对势的选择和把控中，全部都是你未来发展成果埋下的因，很多时候，结果的巨大差距，很多变量就出现在“势”的把控中。
Dovey 说“有人告诉你选择大于努力，但没有人告诉你选择比努力更难”，是啊，作为行业里的底层韭菜，所见之处都是高楼、烟雾弹、大坑、不说如何做出选择了，更多的时候其实根本是无路可选，一旦找错方向、错失良机、踩错节拍....都可能让自己坠入万丈深渊。
逆势而动，事倍功半，顺势而为，事半功倍，所以应该不断学习如何顺应趋势、寻找机会、把好方向盘是第二件需要深度思考的问题，并且这个问题需要长期思考，不断拉长思考未来趋势的时间跨度，因为你思考一个月时间跨度的趋势和思考未来3年、5年甚至10年趋势的时间跨度最终的结果一定是天差万别的。
三、战略打法
找到方向后，如何到达目标彼岸，条条大路通罗马，但是有的道路要3年，有的道路可能只要3个月，所以走什么样的路径就很重要了。不同的人选择不同，有的人选择随波逐流，跟着大部队走，别人做什么，就跟着做什么，基本在行业红利期中，只要勤奋，踏实，基本不会太差，但在红利消失后，行业开始从蓝海到红海，这种就很难继续获得成功。
- 针对目前的撸毛赛道，我会怎么做 ？
一、成为专业赛车手
我喜欢玩赛车，不仅仅喜欢速度给我带来的肾上腺素飙升的体验，更是喜欢不断刷圈超越自己的成就感，赛车比赛是分组别的，大家的车都会被控制在同一个水平线里，你没有办法在赛车上占据很大的优势，你只能通过长期不断的训练、不断的刷圈，不断的优化线路和刹车点，最后形成肌肉记忆，保证自己不犯错，最终可能还是登不上领奖台，因为众多竞争对手跟你一样，不犯错只是基本要求。
任何一个行业，也是一样的，社会规律一定是先进代替落后，专业代替业余。在如今的大变革时期中，大家都在抱怨机会变少了，甚至有人说行业到头了，但是我认为这是最坏的时代，也是最好的时代，因为行业洗牌会创造更多的机会，行业红利不存在的时候，蓝海变红海，大量的机会、资源其实不再平均化，而是加速向更少一部分手里倾斜，像目前的二级市场一样，市场割裂，资金分流，btc、eth还在高位，山寨却已跌成屎，强者恒强。
所以，打铁还得自身硬，我们都得思考，如何提升自己，如何精进自己、如何做好战略规划、如何持续发展、如何将自己训练成专业的赛手？如何提高自己的视野和格局？如何才能保持长期思维？这些我认为才是当午之急。
二、顺势而为
“势”不是“运”，势 是集合所有信息、能力、资源后对未来做出的选择，成与败、高与低、结果的大与小，基本都隐藏在你对势的选择和把控中，全部都是你未来发展成果埋下的因，很多时候，结果的巨大差距，很多变量就出现在“势”的把控中。
Dovey 说“有人告诉你选择大于努力，但没有人告诉你选择比努力更难”，是啊，作为行业里的底层韭菜，所见之处都是高楼、烟雾弹、大坑、不说如何做出选择了，更多的时候其实根本是无路可选，一旦找错方向、错失良机、踩错节拍....都可能让自己坠入万丈深渊。
逆势而动，事倍功半，顺势而为，事半功倍，所以应该不断学习如何顺应趋势、寻找机会、把好方向盘是第二件需要深度思考的问题，并且这个问题需要长期思考，不断拉长思考未来趋势的时间跨度，因为你思考一个月时间跨度的趋势和思考未来3年、5年甚至10年趋势的时间跨度最终的结果一定是天差万别的。
三、战略打法
找到方向后，如何到达目标彼岸，条条大路通罗马，但是有的道路要3年，有的道路可能只要3个月，所以走什么样的路径就很重要了。不同的人选择不同，有的人选择随波逐流，跟着大部队走，别人做什么，就跟着做什么，基本在行业红利期中，只要勤奋，踏实，基本不会太差，但在红利消失后，行业开始从蓝海到红海，这种就很难继续获得成功。
- 如果空投红利消失了，你该如何应对？
这两天大家都在讨论 $zk 老鼠仓的问题，前一阵我也写过一篇华人团队的项目基本没有毛了，其实这两年肉眼可见的欧美系的项目女巫和pua功力进步飞快，这也意味着撸空投的难度系数在逐渐加大。
1.空投不再是以小博大的游戏，一两年前，几笔tx,10ugas就可以博上千u的空投，上百倍回报,但现在我们不能再以这种视角去理解空投了，现在已经变成了撸毛人的博弈，不仅要精品号策略还要各种资金沉淀，逐渐的变成了资金实力大比拼。
2.老鼠仓永存，其实老鼠仓这个东西永远不可能消失，相对华人的项目来说，欧美的项目即使有老鼠仓，其实也是足够良心了，很多华人项目是自己全吃了，是一点都不留给撸毛的。
3.撸毛人的博弈，撸毛人的竞争趋势一定是会变成大资金博弈，因为一旦在空投上拿过正反馈，基本上就会持续的去投入下一个，甚至把它做成商业模式，一直卷到被持续反撸，空投门槛逐渐提高，这样才会逼退一些工作室，形成周期性的循环。
4.撸毛人与项目方的博弈，记得三年前撸白名单的时候，很多欧美的项目方真的非常单纯，但后来被中国撸子撸怕了以后，开始请中国mod来治中国人，然后就开始不断地斗智斗勇，直到后来很多个人都退出白名单市场。空投板块的项目方发展史也是一样，都是女巫策略越来越多，这样下来以后的撸毛难度就会越来越大，这个趋势不会变。
5.1%以后都是落后，这一次 $zk 把本来低保号的100W个地址取消了，一个赛道开始卷的标志就是开始存量竞争，前两年是前30%就可以赢，后来是前10%才可以赢，未来可能是前1%才可以赢，所以所有的红利都是有时间窗口，当已经开始出现1%才可以赢的时候，也就意味着需要看其他的机会了。
6.赛道不会消失，撸毛的这个赛道不会消失，只是不同的发展阶段获取筹码的方式会不停的变化，因为行业目前还没有到类似于移动互联网下半场那样完全不缺用户的阶段，这个红利会一直存在，但获取难度会逐渐加大。
7.个体如何应对：如果是个体作战，尽量要让自己成长为超级个体，要至少在一个板块做到头部，同时要积累自己的影响力，因为积累自己的专长和使用影响力杠杆对于个体来说是长期最有效的策略，这样即使以后撸毛越来越难，也会有更多灵活的选择。
8.工作室如何应对：对工作室来说尽量可以做到轻资产运作，避免因为撸到一个大空投就盲目扩张，增加运营成本会让自己变的很脆弱，保持在一个可进可退的迭代状态。提高除了撸空投以外的现金流收入，降低空投板块在总收入中的占比，比如目前有资源的团队开始布局1级市场。
- 如果空投红利消失了，你该如何应对？
这两天大家都在讨论 $zk 老鼠仓的问题，前一阵我也写过一篇华人团队的项目基本没有毛了，其实这两年肉眼可见的欧美系的项目女巫和pua功力进步飞快，这也意味着撸空投的难度系数在逐渐加大。
1.空投不再是以小博大的游戏，一两年前，几笔tx,10ugas就可以博上千u的空投，上百倍回报,但现在我们不能再以这种视角去理解空投了，现在已经变成了撸毛人的博弈，不仅要精品号策略还要各种资金沉淀，逐渐的变成了资金实力大比拼。
2.老鼠仓永存，其实老鼠仓这个东西永远不可能消失，相对华人的项目来说，欧美的项目即使有老鼠仓，其实也是足够良心了，很多华人项目是自己全吃了，是一点都不留给撸毛的。
3.撸毛人的博弈，撸毛人的竞争趋势一定是会变成大资金博弈，因为一旦在空投上拿过正反馈，基本上就会持续的去投入下一个，甚至把它做成商业模式，一直卷到被持续反撸，空投门槛逐渐提高，这样才会逼退一些工作室，形成周期性的循环。
4.撸毛人与项目方的博弈，记得三年前撸白名单的时候，很多欧美的项目方真的非常单纯，但后来被中国撸子撸怕了以后，开始请中国mod来治中国人，然后就开始不断地斗智斗勇，直到后来很多个人都退出白名单市场。空投板块的项目方发展史也是一样，都是女巫策略越来越多，这样下来以后的撸毛难度就会越来越大，这个趋势不会变。
5.1%以后都是落后，这一次 $zk 把本来低保号的100W个地址取消了，一个赛道开始卷的标志就是开始存量竞争，前两年是前30%就可以赢，后来是前10%才可以赢，未来可能是前1%才可以赢，所以所有的红利都是有时间窗口，当已经开始出现1%才可以赢的时候，也就意味着需要看其他的机会了。
6.赛道不会消失，撸毛的这个赛道不会消失，只是不同的发展阶段获取筹码的方式会不停的变化，因为行业目前还没有到类似于移动互联网下半场那样完全不缺用户的阶段，这个红利会一直存在，但获取难度会逐渐加大。
7.个体如何应对：如果是个体作战，尽量要让自己成长为超级个体，要至少在一个板块做到头部，同时要积累自己的影响力，因为积累自己的专长和使用影响力杠杆对于个体来说是长期最有效的策略，这样即使以后撸毛越来越难，也会有更多灵活的选择。
8.工作室如何应对：对工作室来说尽量可以做到轻资产运作，避免因为撸到一个大空投就盲目扩张，增加运营成本会让自己变的很脆弱，保持在一个可进可退的迭代状态。提高除了撸空投以外的现金流收入，降低空投板块在总收入中的占比，比如目前有资源的团队开始布局1级市场。
- Good!
- 还有机会的，需要大家好好把握！
- 加油吧兄弟们！
- 这个行业不会变，我们只能换位置
今天何一发文说到用2017年的ico，21年的ieo、甚至23年的撸毛策略都已经不适应当下这个市场了，她作为吹哨人也是提醒大家过去的赚钱逻辑是时候该变一变了，这说明这个市场真的到了一个转折点。
1.撸毛不会消失：撸毛的定义本身就是很宽泛，它不仅仅是简单的批量上号拿筹码，而它也是一种思维方式，是持续在这个市场里寻找套利机会、找到新资产发行机会去规模化的思维方式。获取早期筹码的方式只会变化，不会消失，只是过去那种简单粗暴无脑上号的时代一去不复返了。
2.不变的是什么：大家都在关心未来会怎么变，其实不如多想一想行业未来五年，哪些参数是不会变的，然后我们只需要持续打磨好这些不变的参数，当新机会出现时就可以拥有先发优势。比如撸毛赛道的四要素，投研--资金--技术--人力，无论这个赛道如何变，都离不开这四要素。
3.越来越效应：除了这四要素以外，还有比如影响力、生态位、圈子、专长、判断力等等，未来不变的就是你影响力越大，资源分发权越高，稀缺资源越会向你倾斜。你的生态位越高，离信息源点就更近，同样的机会你的胜率就是比别人高。你的圈子质量越高，你的成长速度，获取到的资源就越来越好。
4.向内求：在德扑游戏中也是一样，我们应该更多的关注不是在一场牌局的输赢，而是在决策质量。只要加上时间这把武器，不断的优化我们的决策质量，决策的因足够的充分，胜率比别人高哪怕几个点，长期下来结果千差万别，核心逻辑还是向内求，不要关注我们控制不了的参数。
5.演化路径不会变：如果我们去观察互联网发展史，就会发现过去20年，阶层固化的趋势不会改变，2%的人会拥有98%的资源分配权，比如腾讯，即使是同一个人，05年后、10年后与18年后加入是完全不同的结果，这不会你以个人意志为转移。
6.我们这个行业也是一样会走这样的路径，而且阶级固化的形势已经逐渐显现，对我们个人来说可以做什么，如果不想以后作为底层一直被剥削，就要关注自己的成长速度，成长速度要远超行业平均水平，要积累自身影响力、专业能力、所处的生态位，因为以后的趋势都是组织化，确定性的长期性利润都会被专业性组织吃完。
7.当下我的应对策略：轻资产运作，要符合反脆弱模型。当下阶段属于撸毛赛道的转折点，也是行业的转折点，在转折点的时间窗口我会采用比较轻的方式去经营团队，降低运营成本。当新的“右侧突破”点出现时，我会继续规模化的去经营。这就是在德扑中比较难打的阶段，怎么都翻不中你的范围，这时候就要学会等待，有耐心的等待属于你的范围，但在这个时间点到来之前，避免消耗更多的gas，最重要的就是不要下牌桌。
- 关于这个牛市的思考🤔🤔
- 💰一、综合
不炒币只做币圈生意，95后们的撸毛生意经 🔥
https://s.followin.io/s/Cp4r9W4CCs
个人操作：要走保守化了
https://x.com/kiki520_eth/status/1803333413266661505
GameFi的叙事正在重构
https://x.com/iamsixsix_eth/status/1804091351795220785
何一：大跌不是币安上币的关系🔥
https://x.com/heyibinance/status/1804104226114515348
涨不上去，不是币安吸血
https://x.com/sun_xinjin/status/1804164503468413135
分清主要和次要矛盾：不是币安差，是流动性差
https://x.com/BTW0205/status/1804178538595258608
多想想自己怎么赚钱，少喷市场
https://x.com/Phyrex_Ni/status/1804175602230137056
💎二、项目
Magic Tickets燃烧换「钻石」，市场如何为其估值定价？
https://s.followin.io/s/2EBYgcVxEC
VC对TON的加大注码
https://x.com/Ed_x0101/status/1803853703587434909
📚三、深度
市场流动性仍然干涸，“上升潮”何时来？
https://s.followin.io/s/FDG2EUjuDN
Arthur Hayes：日本银行抛售美债，加密货币有望迎来新一轮牛市
https://s.followin.io/s/uSYqLrqGFs
为什么交易所不喜欢你的币？
https://x.com/Daji_357/status/1804306576226029604
🏆四、成长
人最好不要all in做任何事情？不🔥
https://x.com/monkeyjiang/status/1804000741482467744
现代人生活方式严重损害健康
https://x.com/Svwang1/status/1804227859374051822
https://s.followin.io/s/Cp4r9W4CCs
- 兄弟们谁知道这个链接钱包一直转圈怎么搞呀，我想链接币安钱包。
- 可惜我没有呜呜呜呜呜
- Week 8 Caldwra . Please do soon
- 666888
- Lo空投大家都有吗，好难呀现在！
- 五月，好事将近！！！
- This country is about to sink in this century https://vm.tiktok.com/ZGeQETMbW/
- Whats your feedback on the Swap Open Action? What do you like it or don't like about it? How it could be improved?
- First bidding war on Lens with Bonsai
- LIPs (modelled after Aave Improvement Proposals and Ethereum Improvement Proposals) are an amazing community coordination tool for Lens.
LIPs ensure Lens Protocol (and ecosystem around it) is build based on what the users and the community wants. It's a direct community-to-protocol feedback channel.
- Lets make frens
- ***`wow`***
- 2023.7.23
- This isn’t the next Facebook.
This is a social operating system.
Every existing app and platform can already benefit from becoming Lens-compatible. When developers “port” their apps over it’s positive-sum for everyone. More Data + More Users = More Value.
To those building natively here:
There is room for apps of all scales and purposes, similar to a desktop or mobile operating system. Some apps here will become giants akin to Microsoft Office, Google Chrome, or Adobe Photoshop—universal platforms that become integral to the user's experience. These 'giant' apps are used by virtually everyone because of their broad utility and the network effects that come with widespread adoption.
Meanwhile, other apps will carve out their own niches, much like CCleaner, Notepad++, VLC, or WinZip. These are the 'utility' apps that perform specific tasks exceptionally well. They may not be universally known but they garner loyal user bases because they fill a need, solve a problem, or simply do their job better than any other app out there.
I encourage every dev right now to take a moment and look at the apps installed on their device. Lens has the capacity to host a similar diversity of applications, each contributing to the overall “Social Operating System” experience in its own unique way. Rather than compete with Facebook I would recommend building with the “Operating System” framework in mind and trying to solve your own niche problem/task first.
Not everything has to compete with Facebook’s scale!
////////////////////////////////////////////////////
A fun brainstorming game to play
////////////////////////////////////////////////////
Find an App or System Setting in your device’s OS and then ask ChatGPT for the Social OS equivalent.
Use this prompt:
I'm building apps on Lens (a new social networking protocol) and I'm told to think of it not as a Facebook competitor but as a new Social Operating System. They say there's room for apps at all levels, the same as a desktop or mobile operating system. So in that context, what would be the “Google Maps” of this OS?
* Social Network Navigation App: This app would map out the social connections between users, helping them navigate through their relationships. It could provide insights into how different users are connected, recommend potential new connections based on shared interests or mutual friends, and suggest paths for reaching out to new people.
* Event Discovery and Navigation App: This app could help users find and navigate to events within the social network. Just as Google Maps can help you find physical events and navigate to them, this app could help you find online events happening within the social network and guide you on how to participate.
* Content Discovery and Navigation App: This app would guide users through the vast amount of content available in the network. It could use algorithms to recommend content based on users' preferences and behavior, help users explore new types of content, and provide tools to navigate through different content categories.
* Trend Mapping App: This app could track and visualize trends within the social network. It could show what topics are currently popular, how trends evolve over time, and how they spread across the network.
What would be the Logic Pro?
* Social Media Music Studio: This app would allow users to create, edit, and mix music or audio tracks directly within the social OS. Users could then share their creations on their social profiles or collaborate with others. Features might include various sound samples, mixing tools, and the ability to record directly into the app.
* Podcast Creation App: This app would provide all the tools necessary to record, edit, and publish podcasts. It could also integrate with various social platforms to promote episodes, engage with listeners, and gather analytics.
* Audio Storytelling App: This app could provide a platform for users to create and share audio stories or spoken word content. It could offer tools for adding sound effects, music, and other audio enhancements.
* Collaborative Music App: This app would allow users to collaborate on music projects, providing a shared space where they can contribute tracks, mix together, and share their creations.
What would be the utility apps?
* Privacy Management App
* Content Scheduling App
* Analytics App
* Curation App
* Identity Verification App
* Anti-Harassment App
* Cross-Platform Search App
There’s a ton of opportunity here to build social apps which can sustain your lifestyle without needing to reach 1 billion users.
- nice
- Time for Lens highlights ✨
___
Quoting @punkess.lens :
`this week on lens.` edition 5 🎨
gm gm ☀️ please share your #lens highlights of calendar week 25 in the comments :-).
#thisWeekOnLens
- Very cool
___
Quoting @whale_code.lens :
AAVE Town 👻
Welcome to AAVE Town 👻
a place where the spirit of AAVE comes to life 🔥
Watch this video and immerse yourself in the world of crypto with incredible graphics and a mesmerizing soundtr ...
- Prepare Yourself For The Crypto Bull Run | The Edge Podcast
Austin Barack is a Partner in Venture & Liquid Investments at CoinFund.
In this episode of The Edge Podcast, we interview a crypto veteran and full-time investor about all the emerging sectors in DeFi and Web3 you need to know about next crypto bull run including Ethereum L2s, ETH LSTs, LSTfi, the ETH burn (EIP-1559 and its impact on the future ETH supply), Bitcoin DeFi, and the intersection of crypto and AI.
Having begun investing at the age of 10 back in 2001, Austin is a rare breed who has lived through multiple crypto bull/bear cycles, with a background in traditional finance, and lots of lessons for investors wondering when the next crypto bull run will come and how to prepare!
------
🎙️ If you prefer a podcast player, subscribe and listen to The Edge Podcast here: https://podcasters.spotify.com/pod/show/edgepod
THIS IS NOT A RECOMMENDATION OR ENDORSEMENT TO BUY ANY TOKEN(S) RELATED TO ANY PLATFORM(S) DISCUSSED.
------
🌲 LINKTREE FOR THE EDGE PODCAST: https://linktr.ee/edge_pod
🔎 DISCOVER DEFI & WEB3 BLOG POSTS, PODCASTS, TUTORIALS: http://defidad.com/
✅ FOLLOW DEFI DAD ON LENS: https://lenster.xyz/u/defidad
✅ FOLLOW NOMATIC ON TWITTER: https://twitter.com/Nomaticcap
✅ FOLLOW 4RC ON LENS: https://lenster.xyz/u/4rcapital
------
The Edge Podcast Sponsor Resources
🏗️ MANTLE | HIGH-PERFORMANCE ETHEREUM L2 WITH MODULAR DESIGN, LOW FEES, AND HIGH SECURITY
https://linktr.ee/mantle.xyz
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https://gains.trade/
🥑 INSTADAPP | CHECK OUT THE NEW AVOCADO SMART CONTRACT WALLET
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🌊 STADER | MULTICHAIN LIQUID STAKING
https://staderlabs.com/
🚀 LIQUITY | UNSTOPPABLE ETH-BACKED STABLECOINS AND LEVERAGE
https://www.liquity.org/
🙋♀️ Interested to sponsor The Edge Podcast? Fill this out:
https://hl6pu9d99u5.typeform.com/to/E3NY5Mqn
------
Topics Covered
00:00 - Intro
04:15 - Austin's background
09:19 - Investing since age 10
10:16 - Where are we in this crypto cycle
12:51 - Macro conditions to impact crypto
14:54 - When markets stop dumping on bad news
16:16 - Most exciting verticals for next crypto bull run
18:05 - Investment theses for LSTs
22:47 - ETH LST as a base token for DeFi
29:27 - LSTfi and Stablecoins
30:50 - LST value accrual vs competing on fees
35:40 - Alt-L1s next bull cycle
39:34 - L2s next bull cycle
46:25 - The return of mass bullishness
48:38 - The ETH burn
52:34 - The bull case for ETH due to utility and burn
54:24 - Opportunity for "Bitcoin DeFi"
59:10 - Opportunity vs risk in future changes to Bitcoin
1:06:21 - Crypto x AI synergies
1:08:46 - Outlook on crypto regulation in the US
1:16:10 - Growth in DeFi derivatives markets
1:17:45 - Growth in RWAs on-chain
1:19:11 - Closing
------
Guest Links
Austin Barack on Twitter
https://twitter.com/AustinBarack
Learn about CoinFund
https://www.coinfund.io/
Follow CoinFund on Twitter
https://twitter.com/coinfund_io
------
🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research.
- Ever seen a sunrise through the periscope of a submarine? Welcome to Simon's Town.
Our final stop at the Cape brought us to Simon's Town, a coastal retreat that's a world apart from Downtown Cape Town and Noordhoek. Here, the day begins with a mesmerising spectacle as the sun climbs over the horizon of False Bay, bathing the tranquil town in a golden glow.
The calm water of the bay is shared by an array of vessels, each with a story to tell. Submarines and warships from South Africa's largest naval base glide majestically alongside small fishing boats and canoes, their day-to-day operations a contrast of purpose yet harmonious in coexistence.
Simon's Town, with its naval history and serene seaside ambiance, is a unique blend of military grandeur and tranquil simplicity, reminding us that beauty and strength often reside in the same place.
---
📍 Simon's Town, RSA
🖼️ Free Collect
- When you were growing up, did you get any education on how to manage your finances in school?
- Exploring the beautiful Pacific Northwest this week.
- Some thoughts how Lens ecosystem could evolve. First there should be a baseline out of the box features and algos available to all apps/use-cases to rely upon. This helps to mitigate cold start issue for all the new experiences and apps. Second, the apps could build their own algorithms and curate their audiences. The most exciting experience would be when you can login with Lens to all the appa but each app curates experiences and content based on their community and audience meaning that you get completely different experience on Orb, Buttrfly, Phaver etc even when everyone is using the same shared network. This direction would bring some diversity for the apps and builds awesome communities. Especially when Lens becoming fully accessible, the bebefits would be amplified 🌿
- in short, decentralized social gives more choice and freedom to the user
- Looking forward to a good news!
- Looking forward to a good news!
- But do good, don't ask about your future!
- DeFi community should celebrate exploits and bugs. Its not great when a protocol might get drained and affecting its users, but for the longer term attack vectors that are fixed in DeFi will create a more resilient financial system that we all can rely on in the future.
There are plenty of examples of celebrating failures. Supercell celebrates with funerals for games that don't succeed. SpaceX celebrates even rocket launches that don't reach the orbit. In both cases millions or tens of millions of losses are incurred if not more.
Building DeFi is hard enough especially for contributors that are building safely and for adoption. The space needs to appreciate failures as well and incentivise risk taking to achieve a better overal outcome.
- Introducing Orb's Creator Revenue Analytics 💸
See an overview of any Lens account's:
◆ Revenue
◆ Top Supporters
◆ Highest-performing posts
- @ethglobal.lens Lisbon booth visitors and @letsraave.lens attendees have been allow-listed 🌿
- 2023.5.23
- Free collects, now with limits.
Set limits on the quantity and/or limit the time window to 24 hours.
Check out how some creators are already using limited free collects:
@jessyjeanne.lens: https://lenster.xyz/posts/0x73b1-0x2259
@grams.lens: https://lenster.xyz/posts/0x326c-0x09d0
@arterlioz.lens: https://lenster.xyz/posts/0xaeea-0x046d
@lufoart.lens: https://lenster.xyz/posts/0xd3a4-0x0601
@elliepritts.lens: https://lenster.xyz/posts/0x019a20-0xaa
@evanmann.lens: https://lenster.xyz/posts/0x01a5b6-0x9f
- Today marks our 1 Year Anniversary of making friends onchain 🎂!
Thank you to everyone who has made the first year of Lens Protocol so special and groundbreaking. Lens has brought together builders, creators, communities, and friends, all while in beta.
There's so much planned for the second year ahead, and we can't wait to continue to grow with all of you.
Who did you become frens with on Lens?
🎨 by @nftsushi.lens and all collect proceeds go directly to the artist.
- Very nice a day!
- 🌿 Momoka Memes From LensFrens 🌿
Our fun-loving LensFrens shared some hilarious memes about Momoka on LensVerse! 🤩
Thanks, frens 💚 @rahulkr.lens & @jessyjeanne.lens
Check out a few ones that caught our eye below 👇
- MUSIC IS SOCIAL 🎉🎧
We're SUPER thrilled to announce that we've integrated Music NFTs across (apps here); all built on @lensprotocol . This super-combo quickens Music Discovery within the Lens Ecosystem; collectors, we want YOU to know about this, so let's dive in 🏊♂️
Riff(@beatsapp.lens) is a Music Social dApp that connects you with your favorite artists on Web3. Built for discovery, Riff makes sharing and exploring songs with your Lens frens easy! You can also check out "Featured Drops" & "Community Panel" on Riff.
@buttrfly.lens is a Web3 social explorer built on @lensprotocol . From the Audio tab on the Explore page, you can listen to Music NFTs from Lens Protocol & mint your Music or video collection with “collect settings”. Additionally, you can explore "Curated Profiles” on Buttrfly🦋
@lenster.lens is a composable, decentralized, and permissionless social media dApp. Artists can upload tracks directly on Lenster and modulate their Music NFT catalog easy-peasy with the ‘Collect settings’. Artists like @rac.lens have gathered 2k collects on their Music NFT via Lenster
@lenstubelogs.lens is a decentralized, open-source, video-sharing social media platform built on @lensprotocol. You can upload your Music, live shows, or acoustic sessions to Lenstube, as well as video podcasts to reach a wider audience in Web3.
@amnisiac.lens is a decentralized Music Streaming app built on the Lens protocol. With amnisiac, you can smoothly view a list of all Music NFTs from the Lens ecosystem and also 'Like, Mirror, Collect' Music NFTs.
Music is social! 🌿 @LensProtocol is super-powering the Music NFT ecosystem with their emphasis on social. We suggest getting a Lens profile ASAP! Connect with artists on Lens Protocol, and start collecting their music NFTs on Oohlala! #mixtape #lensfrens
https://www.oohlala.xyz/discover/tracks?tags=PLATFORM%3ALENS&sortField=firstMintedAt&sortDirection=desc