RGT_TheCrypto (@cryptohunter) • Hey
Be yourself จงเป็นตัวเอง
Publications
- What happining for SUI. I'm wait for the open Market or not apein.
- Lens Hackathon presentations happening now at @ethglobal.lens Tokyo!
- Very hot for my sky. Don't let your temper blow out.🥵
- Overview of Daniel Allan's Artist Seed Round Raise
I wanted to upload the full podcast to Lenstube today, but 'm having difficulty uploading the whole thing because the file is so huge and it'sdifficult to upload to Arweave and I had to bridge some MATIC and my Brave wallet kept disconnecting during the upload blah blah blah
SO anyway, here's a clip of Daniel Allan giving an overview of what investors are buying into with his recent raise
- Break the sky.
- **Improvements in this release**
🛠️ Simplified integration for React web apps. Install and import from `@lens-protocol/react-web` with less configuration.
🔐 Token-gated support: You can now create encrypted posts and comments which can only be read by users that match the criteria you define.
🪪 Active profile is automatically wired as the Observer ID of all relevant queries. Doing so the Lens SDK provides a cohesive view of the data that is relevant to the eye of the Active Profile.
**What's new?**
- New `@lens-protocol/react-web` package for a simplified React web apps integration
- Token-gated posts and comments
- Cohesive data fetching using Active Profile as Observer ID
- Enhanced fields for `ProfileStats` and `PublicationStats`
- Added `appId` to LensConfig. Allows you to identify posts created by your app. You can then use the `sources` to filter posts by the same App ID
- Added `useProfilesOwnedByMe`
- Added `useProfilePublicationsForSale`
- Brendan at PoolyCon - The PoolTogether Hyperstructure
The next PoolTogether is real! PoolTogether Co-Founder & CTO @asselstine.lens takes a look at the concept of Hyperstructures in general before revealing the next version of PoolTogether as "forever software".
Timestamps:
00:10 Intro
01:20 Software that runs forever
0:35 What are Hyperstructures?
07:15 Hyperstructures are Scalable
07:55 Not Every Protocol is a Hyperstructure
08:20 PoolTogether Thus Far
10:25 The PoolTogether Hyperstructure
12:42 How does it work?
16:18 User Experience // Just start winning
16:45 Is PoolTogether Really a Hyperstructure?
17:50 PoolTogether as Infrastructure for Prize Savings
19:35 Rethinking Risk
20:20 Next Steps (Launch Timeline)
- **Improvements in this release**
🛠️ Simplified integration for React web apps. Install and import from `@lens-protocol/react-web` with less configuration.
🔐 Token-gated support: You can now create encrypted posts and comments which can only be read by users that match the criteria you define.
🪪 Active profile is automatically wired as the Observer ID of all relevant queries. Doing so the Lens SDK provides a cohesive view of the data that is relevant to the eye of the Active Profile.
**What's new?**
- New `@lens-protocol/react-web` package for a simplified React web apps integration
- Token-gated posts and comments
- Cohesive data fetching using Active Profile as Observer ID
- Enhanced fields for `ProfileStats` and `PublicationStats`
- Added `appId` to LensConfig. Allows you to identify posts created by your app. You can then use the `sources` to filter posts by the same App ID
- Added `useProfilesOwnedByMe`
- Added `useProfilePublicationsForSale`
- Brendan at PoolyCon - The PoolTogether Hyperstructure
The next PoolTogether is real! PoolTogether Co-Founder & CTO @asselstine.lens takes a look at the concept of Hyperstructures in general before revealing the next version of PoolTogether as "forever software".
Timestamps:
00:10 Intro
01:20 Software that runs forever
0:35 What are Hyperstructures?
07:15 Hyperstructures are Scalable
07:55 Not Every Protocol is a Hyperstructure
08:20 PoolTogether Thus Far
10:25 The PoolTogether Hyperstructure
12:42 How does it work?
16:18 User Experience // Just start winning
16:45 Is PoolTogether Really a Hyperstructure?
17:50 PoolTogether as Infrastructure for Prize Savings
19:35 Rethinking Risk
20:20 Next Steps (Launch Timeline)
- Red day.
- Old ugly English furniture is actually quite nice
- GM. The day of future.
- Bank of mom and dad always works
- Green or Red? Wish bull soon.
- This is Lenny
- ICYMI
- $ARB PRICE SCENARIOS 🦅🔵
Investor price* → Market Cap 85M - ARB $0.07
Pessimistic → Market Cap 360M - ARB $0.30
Moderate → Market Cap 780M - ARB $0.65
Optimistic → Market Cap 1.4B - ARB null.20
Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50
@Arbitrum Thread 🧵 - Let's estimate 🧠
$ARB is launching in 6 days
Snapshot Date: Feb 6th 2023
Many active DeFi got this airdrop (12% of the total supply)
How much could $ARB be worth a few days after launch?
1/18
Arbitrum One is the biggest Ethereum Layer2 blockchain in the space, by TVL and market share
• Market share: 55%
• TVL: $3.7B
2/18
Today we will roughly try to estimate $ARB price valuation a few days after launch - after the dust settles. By using:
• Total & initial circulating supply
• Market Benchmarks
• Percentage airdropped
3/18
TOKENOMICS
• Team & Advisors: 26.94%
• Investors: 17.53%
• Treasury: 42.78%
• Airdrop to users: 11.62%
• Airdrop to Arbitrum DAOs: 1.13%
4/18
TOKEN SUPPLY
• Total supply: 10B tokens (10,000,000,000)
• Circulating supply on 1st day: roughly 1.2B (1,200,000,000)
~12% of total supply
User airdrop is immediately unlocked. It's safe to assume that Airdrop to Arbitrum DAOs will not enter the market right away
5/18
AIRDROP CRITERIA
• Conducting transactions during 2-9 distinct months
• Transaction frequency & interaction (4-100)
• Arbitrum Nova activity: 3-10 transactions
• Bridging to Arbitrum & Arbitrum Nova
• Transaction value: $10k-$250k
• Providing liquidity: $10k-$250k
6/18
🔗 Check your eligibility here: arbitrum.foundation
🚨 Careful with scam links, always get your link from @Arbitrum twitter
Now, let's try to make scenarios for $ARB's price 👇
7/18
FDV AND MARKET CAP MEANING
• Fully Diluted Valuation (FDV) = total supply * token price
• Market cap = circulating supply * token price
With $ARB numbers:
FDV = 10B * token price
Market cap = 1.2B * token price
Token price = ❓
8/18
SPECULATING INVESTOR'S PRICE
According to Crunchbase, Offchain Labs raised 120M.
Investors are getting ~17% of the token supply, which is around 1.7B tokens.
If they bought 1.7B tokens for $120M, then that's around $0.07 per ARB. Pure speculation 👀
9/18
The best benchmarks for $ARB are Optimism and Polygon, but we can also work with other chains. Let's compare:
• Polygon $MATIC
• Optimism $OP
• Fantom $FTM
• Solana $SOL
10/18
Optimism $OP - the 2nd biggest Ethereum L2
• TVL: $950 million (DefiLlama)
• FDV: $10.8 billion
• Market cap: $800 million
If $ARB had this FDV, its price would be ~null.08
11/18
Polygon $MATIC
• TVL: null.05 billion
• FDV: $11.8 billion
• Market cap: $10.7 billion
If $ARB had this FDV, its price would be ~null.18
12/18
Fantom $FTM
• TVL: $445 million
• FDV: null.4 billion
• Market cap: null.2 billion
If $ARB had this FDV, its price would be ~$0.14
13/18
Solana $SOL
• TVL: $245 million
• Market cap: $7.7 billion
• FDV: $10.9 billion
If $ARB had this FDV, its price would be ~null.09
14/18
Summarizing:
• $ARB with the FDV of $OP: null.08
• $ARB with the FDV of $MATIC: null.18
• $ARB with the FDV of $FTM: $0.14
• $ARB with the FDV of $SOL: null.09
15/18
If the market prices ARB at the same level as OP and MATIC (~10B FDV) then token price could be ~null.00
In contrast, for ARB price to be $3.00, its FDV needs to be 3 times the size of OP's.
Yes, Arbitrum has two times Optimism's TVL, but I don't know if that is enough.
16/18
PRICE SCENARIOS
Pessimistic → Market Cap 360M - ARB $0.30
Moderate → Market Cap 780M - ARB $0.65
Optimistic → Market Cap 1.4B - ARB null.20
Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50
17/18
The first hours of trading will probably be a mess, so expect volatility.
These numbers are just a price iteration and comparison to what's already out there. I don't expect them to make sense the first day of trading.
18/18
LIQUIDITY
Remember Optimism partnered with Wintermute for liquidity on $OP launch; we should wait to see how Arbitrum does it. I think they will surely take care of initial liquidity.
At which price would you sell $ARB?
⚡️ Join me on Telegram for lightning-fast alpha notifications: https://t.me/OlimpioAlpha
👥 Also, lots of DeFi and Airdrop talk is going on inside Earndrop's server, join here: https://earndrop.io/discord
- Love it, green day. Don't you?
- Finally, Abritrum.
- Healthy not for sale. Happy with Apetimism Community. Strong together.
#Apetimism #Apexercise #VirtualStep
- For Health.
- GM, Web3 fam.
- My day off. Let Goooooo!
- Good Day. Time to work. >_<
- Good Day. Time to work. >_<
- Time to eat.
- Time to eat.
- Love the boy. Be happy the day.
- Steady growth. Be optimistic.
- Be srong, The world not ending now. Support you all.
- GM have a good weekend. Be Positive.
- Let's GHOOOOOOO! We are live on Testnet! 👻 gho.xyz
Stay up to date on all things GHO here (and grab the genesis edition collect!)
- Ome thing that you never forget. Family.
- Have a good fam.
- GM lens fam.
- GM fam.
- gm lens frens 🌿
we are excited to announce **bloomer** role on our Discord. collect our genesis post as an **NFT** and help us spread the word about our community to get bloomer role. you'll get a chance to test out new exciting features before the release.
https://guild.xyz/wagmi-fund
- gm lens frens 👋
Today I have made an important decision in my life 📢
I quit my job today and going to focus full-time on maintaining the first-ever open-source frontend @lenster.lens 🌸 powered by @lensprotocol 🌿.
Building social media was my dream since 10th grade, I built more than 4 social media in public but all failed, Lenster is my 5th one and it’s going crazy ⚡️.
I believe building in public is key 🔑 to the success of a product.
We have a lot of items queued up in the roadmap, be excited about it 🕺
**Collect this post for 2 WMATIC and support Lenster’s development 🙏**
- Run with fam.
- Have a good day. Crypto fam.
- The market!
- With my kid.
- GM Monday.🥲
- I just deposited $2.00 into my @pooltogether.lens prize savings account! Join me and thousands of others saving $40,760,366.93 and winning 683 prizes daily. #PoolTogether
https://app.pooltogether.com?utm_campaign=in-app-share&utm_source=app&utm_medium=lenster&utm_content=deposit
- GM
- Finally, weekend.
- Love is all around. My kid.
- It so hard to start! Exercise.😅
- GM raining day.
- Good morning.