businesses (@businesses) • Hey
businesses.lens
Publications
- 应不应该择时交易？长期来说，择时交易可能存在卖飞优质标的的风险，当然也有可能增加了更多筹码。长期来说，rpl/ETH的ratio 肯定是上升的。在这中间有必要做波段操作吗？关键问题是我有能力做波段操作吗？
- 和朋友交流，总是可以获得一些新的信息和灵感，做一个倾听者的收获是最大的，而不是一个阐述者。
- In this sense, projects that can really form a long-term moat, projects that make others want to compete but are unable to compete, are projects with deep competition barriers. Generally speaking, they are those with strong network effects and ecological prosperity project.
- 从这个意义上讲，真正能够形成长期护城河的项目，让别人想竞争但是又无法竞争的项目，是那种拥有很深竞争壁垒的项目，一般而言，都是网络效应极强，生态繁荣的项目。
- If our investment target is something that is difficult to compete through fork code, then we will not face a situation similar to rocketpool. For example, lens, can you compete through the code of fork lens? Obviously not, because the strength of lens lies in its rich ecology.
- 如果我们的投资标的是某种难以通过fork代码来进行竞争的，那么我们就不会面临类似于rocketpool这样的状况。比如lens，你可以通过fork lens的代码来竞争吗？显然是不行的，因为lens强大之处在于丰富的生态。
- Stader directly copied rocketpool's code, highlighting how fierce and easy the competition in the crypto field is now. I don't condemn it morally because even if there is no stader, there will be atader, btader
- stader直接抄袭rocketpool的代码，凸显了现在crypto领域的竞争之激烈以及容易程度。我不会在道德层面上去谴责它，因为即便没有stader，也会有atader，btader
- 我们越是超越市场进行思考，就越容易获得真正的alpha。我们经常是知道自己要找什么，然后我们就会找到什么。所以我们应该先看到未来，这样我们就拥有了上帝视角。
- 几个小时，rocketpool新增的13k的rETH容量就用完了，表明了对于rETH的需求量很大。也预示着未来atlas升级后rETH的快速增长必然性。
- rETH在atlas升级后肯定会快速上涨
- 银行的失败会导致比特币的暴涨吗？法币的严重通货膨胀会导致比特币的暴涨吗？放水会导致流动性泛滥就会导致数字货币的价格泡沫。但问题在于，美联储绝对不会允许流动性长期泛滥。
- Hola amigos, I’m incredibly excited to share with you that I am launching the introductory episode of Last Mile DeFi - a 10(ish)-part podcast that will explore the challenges, opportunities, and frontiers of DeFi in Latin America.
After over 400 conversations with thought-leaders, builders, entrepreneurs, policymakers, academics, last-mile communities in Guatemala, and more - Last Mile DeFi is accompanying piece to the report I am working on where we will highlight the voices of leading projects and builders who are pushing the envelope of adoption of DeFi in the region.
The podcast will cover the role of decentralized social in driving mass adoption, explore the models of some of the region’s leading DeFi-powered projects, speak with those at the vanguard of regulatory developments in the region, those facilitating crypto payments, discuss the importance of wallets in onboarding the masses, and explore how we can make undercollateralized lending a reality, among other subjects.
Read more: https://marcus.mirror.xyz/0gugVgzHBKBomC-PTwJ1c3WdTBJQ8vhs21QPwqMgZCA
- 目前livepeer的每周收入仍然没有大幅上升，说明web3 social还没有起色
- 没有助记词的钱包，就把助记词这个攻击向量消除了，保存助记词对于绝大多数人来说都是一种沉重的负担。
- 在crypto，钱包安全是第一位的，argent钱包目前貌似还没有出现过资产丢失的情况。
- lens会成为web3 social的扛把子吗？
- Put Me in Self Custody
What do Britney Spears and web3 have in common? A shared desire for sovereignty: the state of being independent, autonomous, or self-governing.
https://zine.boysclup.vip/selfcustody
via @boysclub.lens
- Meet the 13 people shaping the future of the new internet, from degens to designers to THE DeFi Daddy, @stani.lens
Tomorrow is the last day of the open mint!
zine.boysclub.vip/itlist/
- Bank of mom and dad always works
- It turned out to be a wrong choice to sell China Kepei in a panic before. It was sold at such a low price because of lack of confidence in switching to for-profit schools. In essence, it was a lack of continuous follow-up understanding of the education industry.
- 之前慌乱之下卖掉中国科培现在证明是错误的选择，在如此低的价格下出售，是因为对转营利性学校的信心不足，本质上是对教育行业没有持续跟进了解。
- Recently, the diplomatic work between China and Southeast Asian countries has made frequent progress, first with Vietnam, and then with the Philippines. These are very good phenomena.
- 最近中国和东南亚国家的外交工作频频取得进展，先是和越南，然后是菲律宾，这些都是非常好的现象。
- Although the number of Amazon layoffs has reached 18,000, which seems a lot, but you can see that the proportion is only 1%, which is simply negligible. Amazon has too many employees worldwide.
- 虽然亚马逊裁员数量达到1.8万人，看上去很多，但是你看比例只占1%，那简直可以忽略不计，亚马逊全球员工数量太多了。
- The U.S. economic recession is more caused by the Fed’s interest rate hike, rather than the long-term trend of U.S. economic recession. Therefore, for long-term investors, the next period of time may be the best investment period if they control their positions and increase their holdings.
- If quality stocks fall because of US inflation and possible recession, it will be a good investment opportunity, why? Because the Fed has enough policy tools to suppress inflation, it just needs to trade time for space.
- 如果因为美国通胀和可能的衰退导致优质股票下跌，那将会是很好的投资机会，为什么？因为美联储有足够的政策工具压制通胀，只是需要用时间换空间。美国经济衰退更多是由于美联储加息导致的，并非美国经济的长期趋势性衰退。所以，对于长期投资者而言，控制好仓位和增持的节奏，未来一段时间也许就是最好的投资期。
- Yuhua Education has not yet announced the final result of the negotiations with the creditors of the convertible bonds, which has in fact constituted a breach of contract. The two sides are still in the game, and the company will definitely not accept the plan proposed by the creditor, but in the end it will inevitably reach a compromise plan for extension or share conversion under certain conditions, and the minority shareholders can only wait.
- 宇华教育现在还没有公告最终和可转债债权人谈判的结果，已经事实上构成违约。双方还在博弈过程中，债权人提出的方案公司肯定不可能接受，但是最终必然会在某个条件下达成展期或转股的妥协方案，小股东也就只有等待了。
- If Lenster does not launch the mobile terminal as soon as possible, its first-mover advantage in the market will be exhausted by orb and phaver. Now is the era of mobile Internet.
- lenster如果不尽快推出移动端，其市场先发优势将会被orb和phaver消耗殆尽，现在是移动互联网时代。
- The withdrawal in March is just around the corner, but the market has only reacted to the narrative of LSD in the last week. In fact, if we follow closely, we know that the withdrawal is about to be deployed, so we will have a cognitive advantage and surpass the market's perception .
- 三月份withdraw在即，但是市场其实最近一个星期才对LSD的叙事有所反应，其实如果跟得紧的话，我们很清楚知道withdraw即将部署，所以我们就会有认知的优势，超越市场的认知。
- In less than half a year, the cumulative transaction volume of lens profile on Opensea is close to 400ETH, which should be much more active than when ENS was first launched.
- Since each minpool is added, the node operator of rocketpool needs to pay at least 16+1.6ETH of funds, and this can only mint16 rETH. Therefore, the current rocketpool is a staking platform with heavy capital, which limits its further expansion. The next step is to reduce from 16+1.6 ETH to 8+2.4, and 4+x in the future, only in this way can the rapid growth of rETH be achieved .
- hello