dealer (@dealer) • Hey
dealer.lens
Publications
- When we enter the market with funds to invest, to some extent we are giving our lives to the market, because once we buy, market fluctuations will determine our financial status, especially in the shorter time dimension .
Then we need to allocate our capital very carefully, because these capitals are very important to us. Losing them would have a huge impact on our financial situation.
If we want to play speculation, we must limit the scale of investment, but the problem is that when you get used to the thinking and way of speculation, it will be difficult for you to distinguish whether you are investing or speculating, which are two completely different things in essence. way of thinking.
Don't think about investing and speculating at the same time. This is impossible. In the end, you will only fail to do both things well. Investment is a long-term game, not a short-term game. We need a stable and sustainable profit model. This model is definitely not achieved by speculation, because the unsustainability of speculation has been proved by countless people, and you don’t need to use your own The capital to prove it again.
That's why I don't play dirt dogs, and I don't play meme coins.
- 今天看到blur推出了blend的nft 借贷协议，我理解nft本身是一个流动性非常弱的资产，针对流动性弱的资产推出的借贷协议将会难以真正运作，为什么？因为价格的非连续性变化和波动太容易操控，大户可以通过出借nft的方式实现退出，而小的借款人成为了接盘侠。
https://www.paradigm.xyz/2023/05/blend
- The advertising business model on lens is completely different. Creators and users will get most of the advertising budget, while lens may only get a small part. But web2 social is the other way around.
- How is Lens going to plan the advertising revenue model of web3 social? Will it use third-party applications like wav3s for advertising and promotion, or will Lens make an advertising promotion module at the bottom?
- Could be interesting to have @wav3s.lens and @madfinance.lens to promote follows, but would need to be in a tasteful way and curated
- 这是很明显的，任何对美元构成威胁的东西，都是美国的国家安全威胁。
[Watcher.Guru on Twitter](https://twitter.com/WatcherGuru/status/1643985938832556033)
“JUST IN: 🇺🇸 US Treasury says decentralized #crypto markets threaten national security.”
- 底层区块链是海纳百川的，但是超级应用生态不一定需要是公链，lens不是公链，但是仍然能够建立起超级应用生态。不过后续可能需要建立自己的rollup。
https://twitter.com/Brave2049/status/1643552376031248384?t=bzp9OtI7vCGv_TPasjYoMg&s=19
- RPL现在9亿美金市值，对于一个未来的staking基础设施来说，这个市值不高，但是对于一个只有21万rETH的协议来说高了。那你觉得高不高呢？
- 俄罗斯攻击乌克兰，最终的结局只是让欧洲更加团结一致，并且和美国结成更加友好的同盟。俄罗斯的战略目标到底是什么？
- LUSD厉害的，这种协议属于稀有物种。无治理协议才是真正的去中心化，这种协议没有升级的概念，一出世就是最终版本。有bug也不能升级调整。
https://twitter.com/cry_pto33/status/1643191621784322048?t=bmwjhPBgKSnWxUF5HjZmnw&s=19
- 期待看到中国AI可以做出惊艳的表现。
- 现实情况是，农村正在消亡，城市对农村的虹吸效应现在不是停止，而是加速。随着现在的80年成为社会中坚，再下一代的人几乎都没有农村生活经历，最多就是县城的生活经历，农村生活一去不复返了。
- 从单月数据可以看出，深圳二手房市场情绪明显出现拐点，一线城市的房地产还是很强劲的。好比优质股票资产，在市场情绪回暖的时候是领涨的。
- Eigenlayer相当于给ETH又增加了一个收入来源，并且可以在非EVM领域里面吸收增量价值。
[calvin on Twitter](https://twitter.com/cjliu49/status/1642547891527905282)
““A new value accrual method for ethereum” - thank you to @FinalityCap for this excellent model and analysis of @eigenlayer
Read: https://t.co/N72R3KSJDL”
- token gated的模式，未来用来创建类似于web3 版本的discord是一个很好的方向。
[orb on Twitter](https://twitter.com/orbapp_/status/1642969714153631753)
“welcome, @galverseNFT, to the orb community!
as a holder, you now have access to an exclusive space on the orb app.
come hang out with us!”
- Balaji exposes the plan
He's got a theory. Is he right?
#bytes
- We're going LIVE at 9am PT / 12pm ET TODAY with Frisson and Tommy, our most recent podcast guests, to chat more about creating a content collective, service DAOs, and whatever else people want to talk about!
📺 WATCH: https://youtu.be/rhvJYfXEtJo
👜 MINT: https://app.manifold.xyz/c/S4E5-creating-a-content-collective-frisson-tommy
🥳 JOIN LIVESTREAM: https://koop.xyz/koop/rehash/live/64137d4798a39173d0fa3280
- How crazy was the TikTok CEO congressional hearing?
- I don't remember what life was like before this emoji 🫠
- 我们在币圈投资的收益来源于何处。这是我们在投资之前就要想好的。对我个人而言，我希望赚到的钱是协议成长的钱以及协议真实赚取的收益。如果我可以在协议发展的早期就判断出未来的增长潜力和赚钱能力，在早期介入投资，然后在项目成长的过程中享受收益。这是我的模式。
- 由于大量的crypto协议并不具备长期稳定的盈利能力，所以在币圈谈论长期投资其实是针对非常有限的标的的。绝大多数标的都是各领风骚数个月，所以在这种市场中，绝大多数标的都不适合于长期投资，而适合于趋势或者波段投机。
- 如果一个项目长期经受住了市场的考验，经历多个牛熊转换，这本身就是一种battle test，所以没有经历过较长时间考验的协议需要额外小心。可能在一个牛熊转换中就消失了。
- 很多项目都发生了死亡螺旋，本质原因是协议的设计存在弱点，市场总会找到你的弱点，然后攻击你。协议的设计必须要在各种情况下都能够抵抗住各种程度的攻击。
- 在去中心化世界中，如果你的协议机制设计存在问题和弱点，这个问题和弱点将会被市场放大，所谓的死亡螺旋其本质就是因为你的机制设计中存在着弱点，存在着攻击点，市场会尝试从各个角度来试探你，一旦被市场发现其弱点，就会放大其弱点。这种bank-run模式发生在各种各样的协议中。
- 真正的用户才具有价值，不是真实的用户就是有毒的用户
- 当看到lens把所有东西都做成NFT，然后可以进行交易时，我就知道lens肯定会成功的。因为web3 social区别于web2 social最大的区别或者叫独特价值，如果要总结成一个词的话，不是所有权也不是内容货币化，那就是“交易”，所有都是交易，这就是web3 social的本质。
- web3 social的本质是交易，web2 social的本质是流量变现
- token-gated的内容分发模式有可能成为主流，nft的应用场景正在随着社交媒体更多集成nft将会成为主流。
- After a busy week of work, I wish you lens friends a happy weekend！👐
🎉 First 60 users get 0.2 WMATIC for free
✅ Just need to collect and mirror post
- 通用汽车
@lenster.lens 中文版正式上线 🎉🎉🎉
欢迎朋友们体验，分享所有精彩与美好 #Lensverse
前1000名转帖将获得 0.1 $WMATIC
GM Lens Frens!
🥳 Lenster chinese version is online now.
Come and try the Chinese version made by Lens China Community @lensprotocol_cn.lens .
First 1000 mirrors to share 100 $WMATIC prize pool.
- $ZZ airdrop data 🪂
Today ZigZag released their airdrop information. Over 110,000 addresses qualify to claim $ZZ
Airdrop date: on or before Feb 28, that's 4 days from now.
Airdrop breakdown how to check if you can claim 🧵👇
1/10
Airdrop information
• Total addresses airdropped: after all airdrops around 110,000 addresses
• Total ZZ airdropped: after all airdrops around 35,000,000 ZZ (35% of supply)
2/10
Airdrop information
There are 7 possible ways to be eligible to this airdrop.
1. Trader airdrop
2. Gitcoin donor
3. Atlendis LP
4. MM bot airdrop
5. Discord Member
6. POAP holder
7. IDO participant
Let's break this down:
TRADER AIRDROP (1/7)
Criteria:
• 300 ZZ/address
• 1-month activity (1st & last swap 30 days apart)
• 4 unique days with swaps
Early adopter bonus:
• 300+ ZZ if 1st swap before 1 Dec 21
• 100+ ZZ if 1st swap before 1 Jan 22
🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/trader_eligible_addresses.csv
GITCOIN DONOR (2/7)
Criteria:
2 ZZ for every USD donated (3 USD minimum)
🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/gitcoin_eligible.csv
ATLENDIS LP (3/7)
Criteria:
500 ZZ per depositor (5 USD minimum)
🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/atlendis_eligible_addresses.csv
MM BOT AIRDROP (4/7)
* This airdrop was already distributed. It was the first one.
Criteria:
ZZ based on amount of trades
🔗 search your wallet: https://docs.zigzag.exchange/zigzag-exchange/airdrops/mm-bot-airdrop
Check your wallet in https://zkscan.io/, airdrop already distributed.
DISCORD MEMBER AIRDROP (5/7)
Criteria:
ZZ based on Member role (1000 ZZ to Og, 750 ZZ to Senior, 500 ZZ to Member)
🔗 search your wallet: coming soon
POAP HOLDERS (6/7)
Criteria:
300 ZZ per POAP holder (https://poap.gallery/event/27697)
🔗 search your wallet: https://3059672253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvfgwOIiMma9VlJTwj0yt%2Fuploads%2FC7n2Ct9GFsxFaT4e8yXB%2FZigZag%20Exchange%20Lantern%20Festival%20Trivia.csv?alt=media&token=de2f2e43-5131-4fae-b791-4288ac784e6c
IDO PARTICIPANT (7/7)
Criteria:
3 ZZ for every ZZ purchased (1 ZZ minimum)
🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/ido_eligible.csv
10/10
Airdrop will be claimed on or before February 28th, according to messages in their discord.
Full airdrop data: https://docs.zigzag.exchange/zigzag-exchange/airdrops
⚡️
- So what has happened this week in the Wav3srse ? 👀
▶️ So more than 263 waves have been done this week (+40% vs last week) & more than 1000 WMATIC have been spent on campaigns.
▶️ This week also sets a record for the most WAV3S ever done on a single day: 93 !!!!! Yet to break the 100 wav3s a day mark 👀
▶️In fact, we’ve had so many wav3s that we’ve had some issues with paying these rewards, sometimes taking several hours (Sorry about that!). We’re looking at ways to make the payments as quickly as possible.
▶️ After launching our new wav3s filtering system (by app, by POAP, by ERC-20 token) we are planning on adding netfilter: by previous COLLECTS! Only people who have collected your chosen post can get the mirror reward. Stay tuned for this one to roll out
▶️Also, our fren @matt_ wrote a super cool article about what we do. You can check it out here: https://mirror.xyz/mattmurrs.eth/JGNX7D6wx1wyOFzHqlLecus1T0ugNEJeKxj3xX0EiSU
Some of the TOP wav3rs this week have been:
(wav3r = someone that promotes their content on https://wav3s.app/ for others to surf)
🌊 @lensprotocolcn with 100 WMATIC
🌊 @70607 with 99 WMATIC
🌊 @thesymmetrical with 77
🌊 @kileykslbfn5 50
🌊 @matt 40
🌊 @titannode 35
🌊 @pumbi 23.6
Also some of the TOP surf3rs of the week:
(surf3r = a person that mirrors a wav3s post and hence gets the reward for doing so)
🏄♂️ @gigakyle 17 WMATIC
🏄♂️@ryanzzy 15 WMATIC
🏄♂️@ahdai 13 WM
🏄♂️@ferrum_tentacles 11
🏄♂️@matte 9
Congrats to you all. We are glad to see wav3rs sharing their love with wav3s and surf3rs getting rewarded for sharing the love ❤️
Oh yes, and last but not least, our ENTIRE TEAM is making its wayyv to ETH DENVER this week !!!! Who shall we see when we’re there? Will you be there? DM us, we’ll be very happy to meet some of our wav3rs/surf3rs IRL
#keepwaving 😉
- If someone is building a podcast app on Lens, add a live Q&A section as well for listeners to ask questions and go them through during the pod or after
- My friend @jakubrusiecki kicked my ass so badly in our race to the 1.000 followers, I haven't even get there yet 🤣
He is someone to follow though, high quality content been created and amazing job building @thesymmetrical
Keep building my friend @jakubrusiecki !!!!
- **The Housing Trilemma**
Homes can only have two of three properties:
**- Cost**: affordability of your monthly rent/mortgage
**- Location**: proximity to things that you care about (e.g., the water, the office, friends, bars, restaurants, parks)
**- Quality of Home**: desirable characteristics and features of your shelter (e.g., natural light, patio, space, amenities, modern appliances)
A perfect equilibrium that assures you’re hating some part of your life.
**Hate being at home**
This is the bucket that most New Yorkers find themselves in. Given a fixed housing budget, people are left with the choice of solving for location or for home quality.
Of course, most young people are going to solve for location. Close to the subway, close to friends, close to all their favorite local haunts. Who cares if the apartment doesn’t get any natural light? They are out-and-about, living their best life.
**Hate where you are**
Whether its the commute or your safety, if you solve for cost and home quality, you’ll going to be skimping on location.
That null,500 1,200 square foot 2-bedroom 2-bath with a backyard in Canarsie looked awesome in theory, but then you start to regret the 40-minute ride on the L train to go climbing with your friends at Vital. God forbid, you have to go into their office for an in-person meeting. That’s 2-hours round trip with 3 transfers, and you are *not* a podcast person. Add in the fact that any Uber from Manhattan after midnight is $40+ without surge, and the price tag starts to slowly climb up.
**Hate your bank account statements**
OK, fuck it. You only live once. Time to get a place that you not only love but is also close to the things that you love as well.
Newly anointed as the most expensive city in the world, New York makes everyone absolutely and utterly broke. If you’re already broke, what’s being a little more broke to you?
Until you splurge on a new construction penthouse in Brooklyn Heights and realize that your net worth was higher post-undergrad than it is now.
Forget maxing out your IRA, we ball.
**In conclusion**
While the examples I listed were neighborhods specific to New York, you can not only extrapolate this to any other city, but also zoom out into a more macro scale. Post-covid life and remote work has shifted the housing trilemma to include cities, regions, and even countries in the scope of decision making.
Should you live in Cleveland, Ohio? How about Mexico City (please don’t)? Or should you move back in with your parents for maximum savings?
No matter what you pick, you’ll always end up being unhappy with some facet of it. That’s the trilemma, baby.
- I’ve only been on @lensprotocol.lens since late December and it’s the most refreshing experience I’ve had with social media in years. Still experimenting, but it’s cool to see I can go more in depth with my music like never before. Appreciate anyone that’s been following🙏🏾✨
- 怎么理解FDV？中文意思是完全稀释价值，理解FDV需要结合其解锁和释放的时间表才有价值，同样的FDV，但是不同的解锁时间将会有差异很大的解读。
BTC的完全稀释比特币数量是2100万个，现在只剩下大概180万个没有被挖出来，每四年减半，时间周期没有上限，通胀率不断缩小。
如果突然告诉你BTC剩下的180万个要在明天或明年就解锁，那么对其理解就会完全不一样。
- 如果用单项目去跟整个生态去拼，单项目肯定是没戏的。生态的虹吸效应远超过单项目，所以我认为所有不是基于生态逻辑的单项目web3 social都没有长远的未来。
- 世界需要一个真正开放的社交平台，我觉得这是web3 social一定会有生存空间的原因。
- 看到lens在不断进化着实让人高兴，希望lens可以成为web3 social的绝对龙头项目。
- LENS的空投规则可能是怎样的？AAVE的用户？ENS域名绑定用户？多次交互活跃用户？
- 想象一下，如果lens的用户达到100万，1000万甚至更多的时候，那些优质的lens profile的价值，难以想象。因为lens profile的应用场景和频次远远超越ENS，而你看看现在优质ENS的价格。few
- LENS API速度大幅提升，据说是100倍的提升！而且还有33%的速度提升即将到来。web3 social 必须要解决扩展性的问题，这将关乎用户体验。
- lens似乎在接下来的内测阶段不会再开放lens profile的注册了，现在大概11万个，应该是足够内测了。这也导致lens profile在二级市场价格的水涨船高，只有4%list。
- 关注lens是否会成功主要看是否有大量的开发者进行生态项目开发，看是否出现杀手级的应用，看是否有高质量的内容创作者入驻。如果这两个条件具备，那么lens将会成功。
- After you buy an ENS domain name, you can only put it in your wallet or sell it to someone with a higher bid in opensea, but after you buy a lens profile, you can use it to log in to various lens-based web3 social applications and become a Content curators too.
- **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>\
\
2\. How to boost your content on Lens Protocol \
<https://twitter.com/teapartylife/status/1551239842310197249>\
\
3\. How to earn [$TEA](https://twitter.com/search?q=%24TEA&src=cashtag_click) with Mirror, Collect & Follow\
<https://twitter.com/teapartylife/status/1551239915400089600>
- 🌿 **Rooting in Web3 — day 1 Introducing** [**@LensProtocol**](https://twitter.com/LensProtocol)\
\
**Len's official game-changing intro:** \
Lens Protocol is a composable and decentralized social graph, ready for you to build on so you can focus on creating a great experience, not scaling your users. Not understand? No worry, let us explain!\
\
Our TLDR; Lens Protocol = infinite possibilities on the experience layer for users, yet connected with each other.\
Not convinced? No worry, let us explain!\
\
So what exactly is the experience layer? Lens Protocol, as mentioned a "protocol" that focuses on the protocol layer, which basically provides an open social graph that all social dApps can build upon. This is something never happened before in Web2!\
\
What this really meant is that all the social dApps can still be functioning on their own, yet sharing the same ground (social graph), and this enriches users' experiences from dApps to dApps in the Lensverse! 💚 🌿🌿🌿\
\
"With great power comes great responsibility" The only difference in @LensProtocol is that everyone has the power, and we're all responsible for it.\
\
Again, the infinite possibilities in [@LensProtocol](https://twitter.com/LensProtocol) will be the real game-changer in the social media landscape forever. There will be no single dominated Social Media just as happened in Web2 going to control everything forever in Web3. The future is decentralized.\
\
Today is our first day for our theme party! If you like it? For the following next 11 days, we're going to introduce to you all the awesome dApps in [Lens.](https://twitter.com/LensProtocol)
- **Rooting in Web3 — day 2** \
\
**Introducing @lenster.lens**\
Lenster is the first and very successful dApp that is a pioneer in the [@LensProtocol](https://twitter.com/LensProtocol), which is at the top of our list to be introduced in this theme. \
\
**Its official intro**:\
It is a decentralized, and permissionless social media app built with Lens Protocol 🌿\
\
**Current features** 🙌: \
• 👥 Create user profiles \
• 🌠 Create posts \
• 💬 Comment on a post \
• 🪞 Mirror (sharing) posts \
• 💰 Create crowdfunds \
• 👥 Create communities \
• ➕ Follow profiles \
• 🎨 Publish NFTs \
• 🏞 Collect NFTs \
• 🔔 Notifications \
• 🚀 Launch a DAO\
\
**Roadmap:**\
**2022 Q3** \
General availability of Lenster web app, create bounties and kickstart the development for its mobile app. \
\
**2022 Q4** \
Launch Lenster DAO and make use of Lens follow NFTs as governance tokens to manage its ecosystem, public goods, meta-governance, etc.\
\
**Open Souce and bounties:**\
Recently, @lenster.lens open-sourced their codebase on Github. Make sure to keep an eye on their issues tab, as they will be setting some bounties soon!\
<https://github.com/lensterxyz/lenster>\
\
Do you like this kind of post? \
We have just started our theme party. \
For the next following 10 days, we're going to introduce to you all the awesome dApps in @LensProtocol \
\
👉 Do visit our app: <https://app.teaparty.life> \
💬 Join Discord here: <https://discord.gg/36AKSBMu3w>
- **Introducing @phaver.lens** 🦄
**What is Phaver?**
Phaver is an awesome social platform with one of the key highlight features that enable share-to-earn. It works with whoever curates the most interesting stuff either online or offline can be rewarded.
Pretty amazing right? There's more. 😎
\
**Feature Highlight**
Another important highlight is about creating value. As a user, it is crucial to create value, and Phaver values it, so in turn, contributors who contribute valuable content will get rewarded! 🤯
\
**Daily Staking**
Important to point out, that currently every day if you participate in their dApp, you will be given 5 tokens to stake on the 5 best posts on Phaver. Which in turn will be rewarded in relation to how popular the staked post evolves.
**(Not an financial advice!)**
They did mention there will be a public launch, and every upvote and Phaver points you earned before the launch could be exchanged for their tokens, so better be early if you want to get their tokens for free!\
\
**Do you like this kind of post?**\
We have just started our theme party.\
For the next following 9 days, we're going to introduce to you all the awesome dApps in @LensProtocol\
\
👉 Do visit our app: [**https://app.teaparty.life/**](https://app.teaparty.life/)\
[💬](https://app.teaparty.life>💬) Join Discord here: [**https://discord.gg/36AKSBMu3w**](https://discord.gg/36AKSBMu3w)