civil (@civil) • Hey
love you
Publications
- 这是来自eigenlayer 团队关于是否会和rocketpool 进行集成的回应:
Here's the answer from the team:
"We love rocket pool and are close with different members of the ecosystem. It is complex for rocket pool to support restaking directly, though we will accept rETH right off the bat. But we plan to work with the community to enable direct restaking as well, for sure."
- 合理的内容推荐算法是非常必要的，不然的话会有大量有价值的内容创作者得不到流量和曝光，始终无法吸引更多粉丝的关注。这既是用户的损失，也是创作者的损失，更是平台的损失。创造一个或者多个合理的内容推荐算法，让更多人发现更加优质的内容，会增加用户体验。
- 短期价格不值得关注，因为即便关注我们也不会改善投资收益，真正应该关注的是未来一年，三年，甚至五年可能有的大机会。这种思维方式让我们往远处看，高处看。真正做到领先于市场。
- web3 social相对于web2 social，有点类似于新能源车相对于燃油车那样，慢慢地，然后突然地
- 过往最大的投资都是下注最重的投资，也是获利最多的投资。现在我的投资中最大的投资也是目前获利最大的投资。
- 相较于股票投资，我感觉我更加喜欢crypto的投资，为什么？因为crypto的信息更加公开，更加即时。
- 在二级市场买入然后赚到大额的利润，需要各种因素都考虑到，包括介入的时机和成本，卖出的时机和价格。中间的操作是否合理。
- 从一级市场低价介入，然后在二级市场高价卖出，这是最高效的盈利模式。但是这种机会非常少，crypto的撸毛其本质上就是通过一级市场低价拿筹码，然后在二级市场卖出。
- 回过头去看自己之前输出的一些观点，会发现其实逻辑上都是一贯的，虽然表达方式可能有些差异，但是主旨思想并未改变。
- 真正的价值最终一定是以创造增量价值为主的，如果只是体系内的自嗨，那是没有意义的。
- 如果用户的转移成本很低，即便你现在风光无两，但是也难免遭遇竞争对手的釜底抽薪。
- 在crypto，我寻找最具有用户粘性的项目，同时还具有良好的价值创造能力，这样的项目将会最有价值。
- 利用lens进行交互，可以让我不断输出我的思考，并且永远留存下来。
- 由于web3 social的头部项目具有非常强的网络效应，只要有足够多的用户使用，是有很强的变现能力的。所以在项目的早期阶段不应该局限在变现能力和规模上，甚至代币没有价值捕获能力也是ok的。我们需要看到平台的价值。
- 可以和lens集成的项目可以说是无限的，集成越多，则lens越强大。因为lens的社交功能是加密原生的，未来加密世界发生的一切都可以通过社交这个功能沉淀下来。
- Back to the origin of investment logic, what company is the most valuable? Companies that consistently generate significant free cash flow are the most valuable. Sustainability is just as important as the size of free cash flow.
- If you don’t have the determination to keep some cash, it means that you have an absolutely positive view on the future, or you are overconfident in yourself.
- When you find that your investment logic does not match the reality, you must sell it decisively. This is the best way to reduce losses. The cost of admitting mistakes and being out of the game is the lowest, and the cost of deceiving yourself is the highest.
- The investment logic of the higher education industry is now broken, because at this stage shareholders have very weak control over their underlying assets, and the economic benefits created by the underlying assets cannot be transferred to shareholders. In this area, executive power is greater than shareholder power conferred by corporate law.
- This will also greatly limit the adoption of the lens app among Apple users, because the collect function of the lens is essentially selling NFT. If Apple needs to cut 30% of it, it is essentially an Apple tax levied on content creators.
- If Apple needs to charge a 30% commission on all NFT transactions, then this is quite unfriendly to crypto, which greatly limits the expansion of crypto apps to Apple users.
- The success probability of speculation must be less than 50%. If it is greater than 50%, this investment method will earn you unlimited profits. In reality, we cannot see the sustainability of this profit method.
- **Astrology is coming to Lens 🪐**
*Astrace is building an astrological ecosystem of social apps. ✨*
We’re commemorating the start of our Lens journey and predicting an exciting drop to be announced on Lens! Consider this your PSA. 😉
**Astrace Orbit:**
Astrace is building a suite of on-chain astrological apps, featuring social profiles, on-chain daily horoscopes, and an astrocartography (travel) interface.
- Hello lens frens
-
Prompt:
portrait of ultra realistic cyber neon Jesus is king dancing, neon lighting, retro futurism, full body, dancing, hyper photorealistic, crispy quality, digital photography, trending on artstation, cinematic, 4 k ultra hd, unreal engine.
@thegallerydao.lens @nomulabs.lens @futurewave.lens @lensprotocol
Check out https://lyrical.world
- Nowadays, it is often seen in the media that the world has gradually entered the post-epidemic era. According to MasterCard’s data, the current demand for international aviation has increased by 15% compared to the level before the epidemic. Achieved. If the follow-up Russia-Ukraine war can cease in 2023, then 2023 may be a year of recovery. What should we do as investors? thinking.