congrats (@congrats) • Hey
wish u luck
Publications
- lenster的数据：
👥 226k Monthly Active Users (MAU)
🤝 90k Weekly Active Users (WAU)
💻 25k Daily Active Users (DAU)
日活用户竟然高达25k，要知道lens profile的总量只有11万左右。
- The daily content on lens is continuously enriched, and this data is public and can be called through big query, allowing developers to build more application scenarios on it. I think this database is very valuable. Especially as time goes by, the user's tags become more concrete and perfect, which will be able to paint a rich user portrait.
- lens上面每天的内容都在持续丰富的过程中，而且这个数据是公开的，可以通过big query来进行调用，让开发者在上面构建更多应用场景，我想这个数据库是非常有价值的。尤其是随着时间的推移，用户的标签更加具象和完善，将可以描绘丰富的用户画像出来。
- web3 social关键在于用户规模、活跃度和留存率等指标，如果在这个平台上可以看到高质量的内容，并且可以赚取收益，用户就会倾向于活跃并且留存。
- lens未来的价值捕获能力会很强吗？很可能会比较弱，如果光从GMV中抽成的话，价值捕获能力是有限的。比如GMV达到1000万，从中抽取20%好了，但是这20%需要在各种dapps中间进行分配，比如dapps分走其中的60%，那么剩下的就是相当于8%，GMV的8%分配到DAO，那就是80万美金。好像也还行。
- AI时代让所有人都要成为自我学习者，终生学习者，这样才能够在某种程度上跟上世界发展的步伐。
- 如果未来的社交媒体上99%都是AIGC的内容，那么人类所吸收的信息绝大多数都来自于AI，那么，我们人类是不是其实就是AI所塑造的东西了？
- excited to welcome @glassxyz.lens to Lens
some serious alpha in their genesis post: https://lenster.xyz/posts/0x01bff3-0x02
and sign the manifesto + share to lens that you have!! https://glass.xyz/manifesto
- 现在这个阶段web3 social还不具备爆发的前提条件，但lens是最有可能跑出来的web3 social
- veVELO 持有者将受部分稀释保护，当每周增发 VELO 时，veVELO 将获得一定比例的 rebase 奖励。
每周 rebase 金额=(veVELO.totalSupply ÷ VELO.totalsupply)³ × 0.5 × 排放量
锁定的 VELO 比例越高，rebase 的占比也将越高，上限为当期排放量的 50%。
这些机制的设计，目的就是让更多人不要简单持有VELO，而是去锁仓，锁仓越久越好，这样相当于通过区别对待的利益倾斜机制，让人们去质押VELO，形成某种程度的共谋。
- veVELO 是一种 NFT，根据质押的 VELO 数量及锁定时间产生不同的 NFT，加总得到 veNFT 余额。Velodrome 计划在 2023 年 Q1 上线 veNFT 的 trade、lending 功能，届时 veVELO 将被赋予流动性，用户将会有更多的投资选择，这点是相对 Curve 的最大创新。将veVELO进行NFT化，是对curve的机制的优化，对于短期投资者是友好的，至少有流动性的选项。但是这个创新并不是巨大的，因为在curve生态中也可以通过convex来实现流动性。
- 相较于curve，veVELO的收益率更高，而这个收益率是以牺牲VELO代币持有人利益为代价的。同时，其是veVELO的持有人也承担了通胀的稀释风险，只是他有收益端进行对冲而已。
- Velodrome 的LP获得的是VELO代币的增发奖励，veVELO持有人获得的是全部交易费用收入，veVELO代表了投票权，决定了每个交易池子的VELO奖励数量多少。本质上这是curve的ve机制，只不过它把所有交易费用都给了veVELO持有人。这会让VELO的增发更加严重，同时veVELO持有人获得的利益更多，意图就是驱动更多人去锁仓VELO，而不是去交易。
- Stop spending money on contract audits. Auditing the Aave v3 contracts cost null.6 million when they could have thrown them into GPT-4 free of charge.
https://twitter.com/jconorgrogan/status/1635695064692273161?s=20
- **Velodrome 核心采用了 AC 提出的 ve(3,3) 机制，该机制主要激励用户锁仓 token，认为当大家都质押 token 而非卖出时，所有人的收益都将更高。**
- Across all Lens clients comments are ranked based on a ML score that improves overtime 🔥
- 用户的粘性到底是什么原因导致的？用户的忠诚度到底意味着什么？我想这是非常有价值的问题。
- 如果我们把时间放在了没有粘性的项目上面，我们终将面临有一天需要做出卖出的决策，但是如果是有粘性的项目，那么我们可以持续长期投资，甚至永不卖出。
- I'm so grateful to everyone vibing here with me, and it only feels right to give my first 1,111 Lens frens something special 🌱
I'm minting my first full-length, Lens exclusive #musicNFT via @beatsapp.lens directly to all of you. This is a deeply personal song from my first music release back in 2018 before I rebranded to AL3C 🎶
Airdrops will continue as I hit milestones 2,500, 5,000 and 10,000 🎁
- As we are gearing up for the Youni X Lens SXSW event, we are recruiting a few core YouniDAO members to help with content roll out! Shout out to @igobylc.lens & @vakws.lens. Give them a follow! they are both very talented musicians who have a great vision for the future of web3 music.
We are thankful to have them as a part of the Youni team. You can see our full list of members on the tellie site here: https://tell.ie/youniDAO/XErRPXakH3eU
- a snippet of my upcoming drop on sound.xyz, 'MINE'!
Public sale goes live March 8th! https://www.sound.xyz/saraphillips/mine
So excited to be performing at the Troubadour in Los Angeles on April 4th - tickets on sale while they last here: https://wl.seetickets.us/event/Sound-CollectivePresents/534865?afflky=TheTroubadour
- restaking从原理上也会给以太坊带来攻击风险，比如从构建在EigenLayer的项目开始，触发恶意slash，使得大量restake的node被恶意slash而退出在L1的验证。因此，EigenLayer引入了风险委员会的机制，但这又是引入了人这个变量，通过委员会的主观判断来进行评判是否应该进行slash，这存在中心化的风险。
- 虽然欧美通胀见顶回落，但是未来大概率仍将保持相对偏高的通胀水平。在通货膨胀的世界，ETH以长期通缩的表现傲视群雄，将会成为真正的价值存储的载体，用一个通缩的体系对抗通胀的体系。况且在通缩的背景下，ETH还是生产性工具。
- 从零启动一个信任网络是很重的活，占用很多精力，也是非常难的。因为需要别人拿真正的钱进来购买你的token，然后去运行节点。它之所以难是因为很难获得别人的真正认可，但是EigenLayer把这个工作都干了，它直接把以太坊的信任网络“租”给了这些项目，让这些项目把时间精力放在其他工作上去。这不就是亚马逊云的类似物么？
- 对于社交媒体而言，用户的短期增长并不重要，关键是用户的长期活跃和留存，用户在平台之上进行持续互动，建立强链接，那才是真正的价值。
- 以太坊的rollup路线本身就是开放平台的表现，如果以太坊走由以太坊基金会主导的单线演化路线，那么以太坊生态的发展将会非常缓慢，那是传统公司的发展逻辑，而不是平台发展逻辑。这种开放性，解锁了庞大的创新力量，各种rollups和zkEVM项目层出不穷。
- 在区块链领域进行投资，平台类的赔率是远高于项目类的，因此我们投资的时候要对平台类的项目着重关注。
- 有谁比较了解the graph的，科普一下呗。
- 有谁比较了解the graph的，科普一下呗。
- Love this engagement ux from Orb
- The goal of holding RPL is to outperform ETH, otherwise there is no need to hold it. It will be interesting to observe the performance of RPL relative to ETH before and after the Shanghai upgrade.
- 观察上海升级前后的RPL相对于ETH的表现是一件有意思的事情。
- 持有RPL的目标是跑赢ETH，不然就没有必要持有它。
- There is a big problem with the hardness of Huobi’s assets. The combined proportion of HT and TRX is as high as 48.2%. If the funds continue to be transferred out, Huobi is likely to be thundered!
30.6% $HT
20.9% $USDT
17.6% $TRX
13.5% $BTC
5.4% $ETH
and others
- 火币的资产硬度存在很大的问题，HT和TRX合计占比竟然高达48.2%，资金如果继续转出，火币很可能会暴雷！
30.6% $HT
20.9% $USDT
17.6% $TRX
13.5% $BTC
5.4% $ETH
and others
- At present, there are not many apps that can be used in the lens ecosystem. There are three main ones: lenser/orb/phaver. Expect to see more apps coming online in 2023.
- 现在lens生态中真正能用的app还不是很多，主要有三个：lenster/orb/phaver。期待在2023年看到更多的app出来。
- Private higher education has been very strong recently. It seems that the market has reassessed the policy risks of higher education.
- 民办高等教育最近表现很强势，看来市场对于高等教育阶段的政策风险已经重新评估了。
- ETH is obviously reflexive. In a bear market, the gas fee is low and Ethereum’s revenue-generating ability is reduced, driving the price of ETH to continue to fall; in a bull market, the gas fee is high and the ability to generate income is strong, pushing the price of ETH to continue to rise. At the same time, the application of leverage also strengthens the scope of reflexivity.
- ETH具有明显的反身性，熊市时，gas费低，以太坊创收能力降低，推动ETH价格继续下跌；牛市时，gas费高，创收能力强，推动ETH价格继续上涨。同时，杠杆的应用也让反身性幅度更加强。
- In the future, lens will allow users to entrust their own lens profile to others to operate. The composability of web3 social is very powerful, which gives institutional users a very good user experience. Institutional wallets or multi-signature wallets can have a lens profile, but daily operations can be entrusted to their own employees or other trusted people.
未来lens将允许用户把自己的lens profile委托给别人运营，web3 social的可组合性威力十分强大，这给了机构用户非常好的用户体验。机构钱包或者是多签钱包可以拥有lens profile，但是日常运营可以委托给自己的员工或者其它信任的人。
- Hullo! Vitalik here.
Proof it's me:
https://vitalik.ca/files/misc_files/socials.txt
- My new socials page:
https://vitalik.ca/files/misc_files/socials.txt
I'm eagerly trying out Mastodon, Farcaster, Lens and others, and I'll bow to Lord Elon and pay his $8/month too... but only when it's available on a non-iOS platform.
Let the best socials win! *
* there will be multiple winners
- I have been reading a bit about network states and I feel that the more I read about it, the more I see network states less attractive. For example, with network states, the idea is to create "nations" on-chain that govern themselves and maybe in a future point could have territory as well.
I see more value by trying to fade away of the idea of thinking in living in nations and actually build more communities where people can relate with each other regarless of geographic locations.
There is more value in creating smaller communities, making them somewhat permissionless and share a social contract that define values and ideas.
Would love to hear other folks opinions as well
Also Vitalik's take here https://vitalik.ca/general/2022/07/13/networkstates.html
- Children are the best gift God has given us
He made our lives full of change
- We laugh and worry
But we've never been sad
- To read is to communicate with the author across time and space
- lens is iterating fast