Crabzer ◱ ◱ (@crabzer) • Hey
Investor and nft collector
Publications
- Two weeks progress ⚒️
- Created custom design with @frenly.lens logo in Animal Crossing 👀 ✨
Also prepared 3 looks: for (crypto) farming, for glamping and for active hanging out with frens 😁
Use my custom design, share your looks and drop a comment which one of my looks is your favorite!
#lens #lenster #LMCC #ACNH #AnimalCrossing #AnimalCrossingNewHorizons #NintendoSwitch
- Two weeks progress ⚒️
- Grass touching artefact 1: Psephellus dealbatus
Free mint for all forever 🌱🌸🌱
- Grass touching artefact 1: Psephellus dealbatus
Free mint for all forever 🌱🌸🌱
- I'm Just Ken
piano cover by defispartan
- I'm Just Ken
piano cover by defispartan
- It’s the season of growth 🌿
Growth doesn’t start on the surface. It starts from the seeds that are sown and a foundation of roots.
Lens Protocol is a new type of seed in the digital forest, an onchain social graph.
Lens is about to enter a phase of growth that is only possible due to the cultural and technical foundations that have been built over the last 2 years.
The future of ownership is onchain. Lens will continue to grow because owning identity, content, connections, and commercial agreements onchain is the natural progression of social media.
Let's build and grow together.
- These are really valuable insights @lens/eduardmsmr @lens/jamesfinnerty
@lens/punkess shared this concern as well in an LIP (https://github.com/lens-protocol/LIPs/pull/44)
Lens has the potential to be a powerful distribution layer for content by allowing mirrors, frontends, algorithms, etc. to have monetization built-in. With Lens collects, it’s important that the content is formatted properly so it can be universally displayed and interacted with.
In my opinion I think there are 3 ways to improve content distribution on Lens:
1.) Improve Lens collect metadata. This is the area that I’m least familiar with so I’d defer to @lens/wagmi @lens/cesare to give more insights into how this could be improved at the app and protocol level based on the feedback from James, Alice, and others.
2.) Create better tools to view and interact with Lens collects on a secondary markets. There is a lot of potential to integrate secondary markets for collectd directly into Lens feeds and I believe @lens/ipaulpro is working on a module related to this.
3.) Allow minting and purchasing NFTs from other collections (including on other chains) directly from Lens feed. This is something I’m personally working on and I just recently posted GitHub links of the work in progress.
Overall I think it’s great to have these discussions in public so creators and devs can bounce ideas off each other.
- **Pay What You Want**
What if you could Collect using any token, and name your own price? Now that’s actually possible, thanks to a new *Collect Module* that I just deployed!
I’ve been interested in the PWYW pricing strategy since Radiohead released one of the greatest albums of all time, In Rainbows, direct-to-consumer using this model back in 2007. It’s also popular on software distribution platforms like Gumroad and Humble Bundle.
It’s already live, and in fact, you can name your own token and price for this post right now (where supported)!
Want to see this feature on Hey? Leave a comment on this issue to let them know: <https://github.com/heyxyz/hey/issues/4865>
- People who go back often cannot go far.
- Cheers
- tis neat and smooth
- Full orbingtons
- Full orbingtons
- Full orbingtons
- I want to start afresh and make myself different.
- new explorations
- NGE: The Hedgehog Dilemma
This is my first video essay, so I wanted to share with you one of my special interests:
💚 Neon Genesis Evangelion 💜
In this video, I briefly discuss the meaning of the hedgehog's dilemma proposed by the philosopher Schopenhauer and how this dilemma is reflected in the work of Hideaki Anno 🧐
1WATIC | 50% Referral | One Day Open Edition
(only for followers)
- One last edition available :D
- Take a look at this cool “getting started “ guide w/ my artwork featured!
I am sooo happy about ✨
- wishing you a world of happiness and love as all your dreams come true.
- Changing a handle will be possible in V2 👀
- In honor of @lensprotocol's 1st B-Day
Our second collectable Permissionless poster...
Edition 02 – @stani.lens and the Lensters
- Lenscan (Lens Analytics) Live Tutorial in 120 Seconds
Lenscan (Lens Analytics) Live Tutorial in 120 Seconds
In this tutorial I'll show you how to explore @lensprotocol analytics from https://lenscan.io/
- See through our Lens
- Embrace the darkness and let Aave guide you on a journey into the unknown with our latest haunting masterpiece of graphic design. 👻
Price: 10 WMATIC 💎
20% Referral reward 🔥
Only 5 Collects 🔒
#Aave #Gho #lensprotocol
@aavegotchi.lens @aaveaave.lens @gho.lens
@lensprotocol.lens @stani.lens @nader.lens
- No matter where you go, I'm in your corner and I always will be.
- @bradorbradley talks Collects
- 不开心😒
- “Wes Anderson style zoom” #SummerOfLens
- Grass for thought #SummerOfLens
- @bradorbradley.lens the squirrel whisperer #SummerOfLens
- **Debt Switch** — seamlessly switch borrow positions. A purr-fect ending awaits 🐱
- 經過一夏的燥熱，秋涼顯得格外清爽
- We're heading to @ethglobal.lens New York and we've brought bounties 👻
**Best Aave Integrations:** Demonstrate innovative financial use cases by integrating Aave Protocol V3.
🥇 $3,000 USDC
🥈 $2,000 USDC
**Best Uses of** @gho.lens**:** Dream of a future where GHO functions as the efficient online payment layer.
🥇 $3,000 USDC
🥈 $2,000 USDC
- I want to start afresh and make myself different.
- ugliest man alive #music #peace #lens 💕
- Gm from Taiwan
- post show vibes. long island railroad ☮️
- fuc it ☮️
- big gig tmw 💕 collect this 5 editions n show me wut the f you got. going to start doing irl perks for holders i promise 🙏🏼
- Whole row to yourself nice
- Spork frens holding an Eth Denver pass #1,854 are now eligible to claim a Lens profile at https://claim.lens.xyz
Once you have your profile...
- Check out the apps at http://lens.xyz
- Try @orbapp , @lenster , @buttrfly , and @lenstube
- Set up your profile and add a profile picture
- Make genesis post
- Find friends from Twitter in Lens https://inlens.xyz
- How Web3 Enables A New Era Of User-Generated Content
I'm so excited to reveal my first Podcast NFT drop, exclusive to the Lens ecosystem.
- I just published a new article "OPEC+减产，拜登政府面临更大通胀压力".
https://mirror.xyz/0xceEDB64C456d51F84b84d1bc96fCcd1826B43e04/f_YxhQhxPmSrxsPa8gpvHS7pLOqjhZwxT80G5NxVhCM
- 具有中国背景的数字平台Shein和Temu已经成为美国政府最新的目标。此前一份官方报告提出了对其数字风险和其他商业行为的担忧。
据《南华早报》报道，美中经济与安全审查委员会（USCC）周五发布了一份报告，指责这两个流行的app和其他类似的中国平台可能存在的数据风险、知识产权侵权和违反数据来源规定等问题。
在短视频平台TikTok被美国联邦设备以数据安全为由所禁止后，这是对中国企业最新的政治反对。周五，蒙大拿州成为美国第一个通过法案的州，该法案规定在该州下载该应用程序是非法的。
USCC报告主要关注的是Shein，该公司成立于中国，目前的总部位于新加坡。报告称，Shein的应用程序「要求用户从其他应用程序（包括社交媒体）分享他们的数据和活动，以换取Shein产品的折扣和特价」。
该报告提到，Shein「一直在努力保护用户数据」，并提到去年纽约州因其母公司Zoetop对信用卡和其他个人信息处理不当而对其处以190万美元的罚款。
此外，根据彭博社11月份的一项调查，报告称Shein还从中国的新疆地区采购服装，但未能证明其不是强制劳动的产品，而这是「维吾尔强制劳动防范法」要求的一项规定。
报告同时指出了其他问题，包括抄袭其他品牌的设计和造成环境影响。
<https://www.scmp.com/tech/tech-war/article/3217179/us-accuses-shein-temu-data-risks-latest-action-targeting-chinese-backed-apps>
- I just published a new article "美国指责Shein和Temu存在数据风险".
https://mirror.xyz/0xceEDB64C456d51F84b84d1bc96fCcd1826B43e04/9Ogx9Tx-TpRCz3MsBiLV5Hv7xxLxUMZ1HqwEqiWa11w
- 4月19日美股盘后，电动汽车厂商特斯拉（Tesla）公布了2023年第一季度财报。
财报显示，特斯拉2023年Q1营收233.29亿美元，同比增长24%，去年同期为187.56亿美元。公司一季度GAAP净利润为25亿美元，这一数字低于市场预期。非GAAP净利润29亿美元。
此外，特斯拉第一季度营业利润率为11.4%，第一季度GAAP营业利润为27亿美元，第一季度GAAP净利润为25亿美元，
现金方面，特斯拉营运现金流为25亿美元，第一季度自由现金流为4亿美元，第一季度的现金及投资增长2亿美元，至224亿美元。
受财报不及预期以及SpaceX发射「星舰」火箭解体等因素影响，截至21日美股收盘，特斯拉收报165.08美元，本周跌超10%。仅在20日当天，特斯拉就大跌9.75%，创1月4日以来最大跌幅，市值蒸发超550亿美元。
### 特斯拉毛利率再创新低
特斯拉汽车业务利润率表现不佳，公司公布了新低的毛利率。
一季度，特斯拉整体毛利率为19.3%，该数字低于去年一季度的29.1%和去年四季度的23.8%。汽车业务毛利为42.08亿美元，低于市场预期的47.92亿美元。汽车业务毛利率为21.1%，低于2022年第一季度的32.9%。
投资者通常会密切关注特斯拉的汽车业务毛利率指标。显而易见的是，特斯拉频繁的降价措施致使公司毛利率受到拖累。这一数字低于市场预期打击了市场信心，导致近期的股价下跌。
值得一提的是，特斯拉首席财务官Zachary Kirkhorn曾在1月份承诺，特斯拉不会低于20%的汽车毛利率和47000美元的平均售价。
分析师表示，这家电动汽车制造商可能需要进一步降价，因为受到价格战的压力，尤其是在中国。
尽管如此，特斯拉的毛利率仍领先于竞争对手，马斯克和特斯拉也乐观地看待相关问题。马斯克在电话会议中提到：「特斯拉依然会继续调整车辆价格，追求销量而不是利润。」
特斯拉称：「在当前宏观经济环境下，我们认为对特斯拉来说今年是一个独特的机遇。」该公司指出，许多汽车制造商正在应对其电动车项目的单车经济效益挑战，而成本方面的领先地位将大大助益自己。
在特斯拉看来，随着奥斯汀和柏林工厂产量的增加，公司生产效率上升，物流成本降低，以及目前大宗商品价格的下降，尤其是锂价的暴跌，多重因素未来或使特斯拉利润率触底反弹。
### 特斯拉不断在美国等主要市场大幅降价
在本次财报发布前，特斯拉宣布在美国下调其部分Model Y和Model 3汽车的价格，这已是特斯拉今年的第六次降价举措。特斯拉官网显示，Model Y长续航版和高性能版均下调3000美元。调整后的价格分别为49990美元和53990美元。而Model 3后驱版最低售价跌破4万美元。
今年以来，特斯拉Model 3在美国的销售价格已下调了11%，Model Y降价约20%。
根据本次财报内容，特斯拉一季度全球共计交付电动车超42.2万辆，同比增长36%。其中，Model Y正在加速成为全球最畅销车型。在欧洲，Model Y是第一季度最畅销车型；在美国，Model Y登顶第一季度最畅销车型（除去皮卡车型）。
马斯克在财报会上表示：「当前我们的订单已经超过产量，如果一切顺利的话，我们今年的销量有机会达到200万辆。目前我们对180万辆感到满意，期待今年的实际表现。」
至于特斯拉的未来定价策略，马斯克回应说：「这里不好向大家披露，我只能告诉大家特斯拉会结合生产规模、当时的宏观经济环境等影响因素，综合考量后再做出决定。」
近期，中国国内也有特斯拉将要降价的流言。特斯拉回应称：「网上流传的降价信息，为不实消息」。截至目前，特斯拉中国没有跟进美国地区的降价措施。
### 投资者质疑马斯克对特斯拉的投入
提到马斯克，就会涉及他所领导的企业，特斯拉仅仅是其中一个，还有像SpaceX、The Boring Company以及去年收购的Twitter等。
例如，前不久SpaceX的新一代重型运载火箭「星舰」完成首次试射，尽管在升空3分钟后就爆炸损毁。马斯克在Twitter上称，通过此次任务为几个月后的下一次测试发射吸取了教训。
就在近日，一群特斯拉的投资者呼吁限制马斯克的权力，称该公司的首席执行官因致力于其它公司（如Twitter）的承诺而分心。
据Business Insider报道，17名特斯拉股东致信特斯拉董事会主席Robyn Denholm和董事Ira Ehrenpreis，要求该电动汽车制造商的董事会在5月25日前召开会议并寻求解决方案。
原因是他们希望有一位「把足够的时间和注意力都专注于公司的首席执行官」。
「在公司面临重大挑战的时候，董事会允许首席执行官过度承诺。」他们在信中表示，「如果首席执行官显得分心或过度专注于其他事业，企业董事会可以并应该进行干预。」
这些都侧面反映了特斯拉所面临的严峻现状，不仅仅是市场竞争所带来的压力，还有公司治理、投资者不满的问题。
- I just published a new article "不断降价的特斯拉，遭受质疑的马斯克".
https://mirror.xyz/0xceEDB64C456d51F84b84d1bc96fCcd1826B43e04/nH2iILhT9tSTPdLiz4cWopciH9NvmZC9xMvdwJEC2bA