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- 随着以太坊的持续扩容，以太坊能够处理的交易量和可以容纳的用户量持续提升，使得以太坊可以持续收取大量的gas费用。这些gas费用本质上就是收取的以太税，人们理论上可以离开以太坊去到其他区块链生态，但是问题在于人们为什么要离开以太坊生态和离开的成本的问题。
我想随着交易费用的下降，尤其是layer2费用的下降，以太坊未来将会变得更加用户友好。随着随着用户的增加，layer2的交易费用也会上升，但是扩容本身也是一个持续的过程，而不是一次性的动作。
所在区块的价格将会随着供需双方的变化而调整。最后整个以太坊生态将会构成一个庞大的区块链世界，在这里有很多的应用程序和用户，每天都有大量的交易在发生。人们的资产/数据都沉淀在这里，使得离开越来越没有必要，越来越成本高昂。
最后eth成为了整个以太坊世界的美元，是统一的支付媒介。人们在以太坊世界中活跃是为了赚取更多的eth，正如人们在现实世界中努力工作为了赚取更多的美元或者人民币等法币那样。
到那时，我们会更加清晰看到eth的长期价值所在，它是拥有自由现金流支撑，共识支撑和货币议价的货币。
- 美国针对中国的封锁和竞争是全方位的，这相当于半个冷战的水平，在高技术领域直接相当于质子锁死，中国未来走的道路只能是依靠自主开发的路线，但是也不能够放弃全球化和开放的路线。
- SOCLLY New App Unboxing and First Look! (Web3 Calendly/ Upwork)
SOCLLY New App Unboxing and First Look! (Web3 Calendly/ Upwork)
Want to win a 30 minute call with me? (Valued at $50!) Like, mirror, comment and Collect this video to be entered.
Soclly is a new app you can login with Lens to find and book calls with people. You can even charge for a consulting call if you like! Check it out at https://www.soclly.com/
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MUSEUM OF LENS🌿 - MOLENS- EXPLAINED https://lenstube.xyz/watch/0x011f55-0x04f5
- Built on @memester-xyz.lens
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- Mac Miller - Surf Acoustic Cover (5/9/2020)
Surf has been one of my favorite Mac Miller songs since it came out 🌊
Originally posted on May 9th 2020, this cover is one of the most popular videos on my YouTube channel 🎶
Free collect for subscribers 🌱
- Why are you a blockchain #developer? And which tech in web3 fascinates you the most? Lmk in the comments! #bytes #ethdenver #entrepreneur #engineer
- Embedded Captchas arriving to Guild to spice up verification requirements
CAPTCHAS:
they’ve been around, we’ve all been using them, we kinda like them, they are still essential.
Guild just made them simpler and more seamless to use in your community strategies by embedding them into the bot.
- arb发了空投了，那么问题来了，怎么交互zksync和starknet？
- Get to Know Me, Felice LaZae: The Entertainment Maverick and Web3 Innovator
Hey, I'm Felice LaZae! In this genesis video, I'm just introducing myself and sharing my background in the entertainment industry. As a producer, musician, and performer, I've worked with some of the biggest names in entertainment, including The Killers and Pink, and global brands like Airbnb, Avid, IK Multimedia, and Logitech.
I'm also super passionate about Web3 and using blockchain tech to create immersive, interactive experiences.
My latest release, Prologue: A Web3 Visual Album In Dolby Atmos, is a digital collectible that lets you experience music in a whole new way. You can start the experience here: https://felicelazae.xyz/mint-prologue
And if you're a content creator, you should check out my Audiophyles Toolkit, a complete solution to all your audio problems when it comes to creating content on social media and audio platforms. Learn more here: https://www.shop.audiophyles.io
Come join me on this journey to explore the intersection of entertainment and technology. Let's connect!
- gm 🌿☀️
- 奖励早期用户是crypto的普遍做法，一般都是通过空投的方式实现的。空投还可以实现代币的足够分散，是非常好的分配代币的方式。lens应该也会奖励早期的真实用户，但是预计不会给予特别大的奖励，未来的奖励可能是通过给生态项目奖励代币的方式，对用户和项目方进行奖励，可以扶持更多的项目基于lens进行开发。
- Proof of Argentinian 🇦🇷
- Need some help with baby names, share below your most favourite (boy n girl) 👇🏼
- 在回顾了自己这么多年的投资生涯之后，你会发现拉长时间周期看，短期的波动真的是不算什么了。因为长期而言，可能我们都很难赚到超额的收益。
- 只有代币捕获收入的增长速度远高于ETH，才会有投资于这种代币的理论基础。不然就还不如购买ETH性价比更高。这里所说的收入是针对于协议代币所捕获的真实收入，而不是给到国库的协议收入。
- ETH的质押收益率虽然很大一部分是来自于增发奖励，但是因为ETH同样有很多的费用被燃烧，从EIP1559到现在已经累计燃烧了295万个ETH，如果这些费用不燃烧，那么质押收益率会高得多。
- 现在ETH的质押收益率达到6%左右，这是非常高的收益率，上海升级之后必然会有大量的ETH被质押进系统，把质押收益率降下来，随着美国降息的周期推进，美国国债收益率下降，也将会推动ETH的质押率往上走。所以，美国降息周期来临的时候，LSD的增长将会加速。
- 如果一个代币的费用捕获能力不如ETH，那么我为什么要去投资它呢？唯一的原因在于它的预期收入将会大幅上涨，且远超过ETH的费用增长率。因为价格对价值的边际变化是比较敏感的，尤其是对于可持续的收入而言。
- Zerion coming with transaction safety checks, live from Poolycon
- 🥳🥳
- Finally have my Lens profile on my Apple Wallet 👌
- 很高兴看到中国经济数据持续向好！无论国际风云如何变幻，国内经济发展是定海神针。
- 👋 Lens Frens!
Turn your Lens profile into an Apple or Google Wallet pass by using lens.ethpass.xyz.
Share your Lens profile by having others scan your QR code.
- What are you looking to build on Lens?
- 发现关注了太多账号之后，推特的推文质量就达不到自己的预期了，并且会有很多自己并不关心的内容推送过来，感觉最近的推荐算法还是有点问题。
- 所以推特对于我而言是非常重要的，每天都在高频使用，对于研究各种crypto项目至关重要。如果没有推特，那将会是两眼一抹黑。
- 推特是获取信息的主要渠道，除此之外就是discord和youtube，相较而言，推特和discord的信息是最及时的，youtube的信息更多是二手信息整合成视频。
- We need more gamers into Lens, urgent need to know latest exciting games
- 在这个黄金增长时期，谁能够获取最大的增量市场份额，谁就能获取最大价值，并且很可能会形成长期稳定格局。
- 目前大概13.6%ETH被质押进信标链，我想3年后可能达到60%，加上ETH价格的增长，假设价格增长4-5倍，从质押金额来计算，也许会从现在增长15-20倍。当然这得看质押率和ETH的价格，但这是可以展望的未来，如果这样看的话，staking正处在黄金增长时期，绝对是增长预期最为明确的赛道。
- 以补贴吸引流量无可厚非，但是如果吸引到的流量并没有粘性，那就是无效开支，不可持续。
- Farcaster现在仍然采取邀请制，限制了大多数人的进入，可能还处在内测阶段，和lens那样。
- 马斯克说准备和创作者分享在thread回复中的广告收入，但问题是推特的广告基本上都在首页而不在回复页面，也就是说这种收入分成很可能是个噱头，并没有可观的收入。这个判断未必准确，拭目以待。
- 加上之前分析的stakewise v3存在的osETH的minter需要承担slash风险的问题，v3冷启动的问题的确比较明显。综合判断是这样的：虽然v3降低了节点运营商的门槛，但是是以牺牲osETH的minter的资本效率和slash风险承担不对等所带来的，其机制设计没有rocketpool那么合理，虽然rocketpool也并不完美。
- 另外一个问题是：osETH的minter只能获得大概90%的VLT（ETH）的流动性，我理解这是所谓超额质押（os）的来源，但是这会导致几个问题：1、osETH的质押apr会显得畸形偏高一点，但实际上并不是真正偏高，这会误导人们。2、只有90%的质押ETH获得了相对应的流动性代币，是有折扣的，降低了节点运营商的资本门槛，但是同时也降低了staker的资本效率，尤其是那些采用循环杠杆质押的用户大概率不会选择stakewise v3进行质押操作。
- 细想一下，stakewise v3的设计重点在于降低node operator的进入资本门槛，可以不投入资金进行节点运行，那么这里的问题是：slash的风险完全由osETH的minter承担显然有失公允，因为节点运行得怎么样取决于节点运营商而不是osETH的minter。
- I am educating myself every day. I am very happy that my personality is like thinking. At the same time, through my own efforts, I can work at home instead of selling my time to the boss every day to do work that I don’t want to do.
- We want to avoid those stocks that are particularly popular. Hotness represents a certain imbalance in the supply and demand of stocks. Although we may miss the next Google, it is more likely to fall into the trap of various false narratives and high valuations. After all, there is only one Google in decades, and various false narratives emerge in endlessly.
- Whats the most hardest part you faced when building products?
- Which Zk ecosystem are you following the most actively atm?
- One of the friction points I run into with a Sign-In with Ethereum product (like lens/lenster) is that my superphiz.eth ENS name is too valuable to operate without a hardware wallet, so I'm continually having to press buttons on an external device to access it. Same with the phone, I can't log into mobile easily because of wallet risks. What am I doing wrong?
- #Lens random handle giveaway
What to do?
- Follow me
- Like, mirror & collect this post
The winner will be announced next week.
Thanks everyone for supporting the art of Deidara. Promise to bring more explosions in the future. 💥💥
- 🌿 **Rooting in Web3 — day 7 Introducing Orb**\
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**What is Orb?**
Orb is the best place to network with web3 working professionals! Decentralized professional social media app with an end-to-end on-chain credibility system; connecting companies, projects, and people; built with Lens protocol on the Polygon chain.\
\
**Our opinion about Orb:** \
Undoubtedly, [Orb](https://twitter.com/orbwagmi) is going to revolutionize how recruiter going to hire and job seekers curate their "profile" to get hired in the future!\
It is an interesting angle from Orb, imagine we don't need a CV to find a job anymore in the future! 🤯\
\
**Key features:**\
• Decentralized Professional Profile\
• Hangout with web3 community\
• Learn & get NFTs\
• Explore web3 Jobs\
\
**Interested to know more about** [**Orb**](https://twitter.com/orbwagmi)**?** \
Recently they opened early access for users to use their dApp, do check them out more below: \
🌐 **Website**: <https://orb.ac> \
💬 **Discord**: <https://discord.com/invite/mpeFuy4Bh7>
- **🌿 Rooting in Web3 — day 8 Introducing** [**@madfinance.lens**](https://twitter.com/madfiprotocol)
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**What is Mad Finance?**\
@madfinance.lens is the ad protocol for web3 social! 💸 \
What does this really mean? 🤔 Let us walk you through it.\
\
First, we need to understand that, today, how Twitter and Facebook are free for all of us to use because the feed space is already being paid for by advertisers. But there is a little catch here, the biggest asset to these social media is actually the USERS! 🤯\
\
Why? Because imagine if no users use Facebook and Twitter, there will be no advertisers willing to place their ads on their platforms. But because they're operated in Web2, these social media control how the profits are generated and everything is going into their pocket. 😭\
\
Thus, similar to us, together with @madfinance.lens, we're committed to change this. Instead of giving all the profits generated from users to these big social media, we're connecting the profits back to users!\
\
In @madfinance.lens, they are building a suite of products in the form of Lens modules, tools for campaign creation + distribution, and payouts via Superfluid money streams. This is real innovation! 🤯\
\
If any of you are brands and creators, do join them today! \
Their first product will be carrying the idea of Lens Follow NFTs to the next level - allowing influencers and brands to utilize them as marketing campaigns! \
\
🌐 <https://madfinance.xyz> \
🐦 <https://twitter.com/madfiprotocol>
- **The wait is finally over!**\
Let the "Rooting in Web3" party starts! \
We're ready for Tea Party on [@LensProtocol](https://twitter.com/LensProtocol)! 🌿🍵\
\
💚 **Details about this update** 💚: \
1\. How to brew and collect [$TEA](https://twitter.com/search?q=%24TEA&src=cashtag_click) \
<https://twitter.com/teapartylife/status/1551239773443960832>\
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2\. How to boost your content on Lens Protocol \
<https://twitter.com/teapartylife/status/1551239842310197249>\
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3\. How to earn [$TEA](https://twitter.com/search?q=%24TEA&src=cashtag_click) with Mirror, Collect & Follow\
<https://twitter.com/teapartylife/status/1551239915400089600>