delivery (@delivery) • Hey
delivery.lens
Publications
- rETH将会登陆aave的emode,这是一个非常bullish的事情,让人们可以通过循环杠杆借贷来增加staking的杠杆和预期收益率,同时只要rETH的价值和ETH是挂钩的,这种风险就会相对较小,同时可以快速增加rETH的存量。
人们将会通过emode把杠杆循环加到最大,如果最后质押率是95%,那么理论上就可以去到20倍的杠杆。atlas升级完成之后,现在rocketpool 有足够的容量容纳更多的rETH。
在我看来,rpl的价值来源于更多的rETH,因为这意味着更多的费用创造。让rocketpool真正成为创造大量真实收入的协议。
https://twitter.com/lemiscate/status/1654418931199750144?s=20
- Music NFT is definitely a very promising content form on the lens in the future, because music has very good token gated characteristics. After collecting, you can have a specific NFT, and then you can have the permanent playback right of this music based on this NFT. I also started to see music projects in the lens ecology.
https://twitter.com/Riffappxyz/status/1643820987132280832?s=20
- 音乐NFT绝对是未来lens上面非常有前景的内容形式,因为音乐具有非常好的token gated的特性,collect之后就可以有一个特定的nft,然后根据这个nft就可以拥有这个音乐的永久播放权。也开始在lens生态看到音乐类项目了。
https://twitter.com/Riffappxyz/status/1643820987132280832?s=20
- yup
- Ballet Wallet Real Series: Does it pass the test?
Does Ballet Wallet pass the basic bs test?
~~~~~~~
To purchase a Ballet wallet visit https://www.ballet.com/
Follow Ballet at https://twitter.com/BalletCrypto
The BIP38 technology behind the Ballet wallet: https://blog.balletcrypto.com/2021/04/12/bip38-an-in-depth-look-at-the-technological-cornerstone-of-ballet-wallets/
Our Two Factor Key Generation process: https://www.balletcrypto.com/en/2FKG-graphic/
Our open source decryption/verification website tool (recommended to use while disconnected from the internet): https://www.balletcrypto.org/
#wallet #balletwallet #web3bbs #doesitpassthemomtest #green #cryptocurrency #crypto #bitcoin #ethereum
- made it to the penthouse 🥂 what’s happening tonight?
- How crazy was the TikTok CEO congressional hearing?
- Congressmen want to "protect the kids" from TikTok but don't do anything about gun control. Make it make sense.
- Moon Boots is back with a bang! His latest album 'Ride Away' is a dazzling blend of infectious disco and soulful house, guaranteed to get you moving and grooving. We're thrilled to have partnered with AnjunaDeep to help build awareness around this album's release 🌙👢🕺
- Happy Pooly🦜Sound on! 🦜
Happy Pooly birbs 🦜
Sound on! 🔊
- BTC社区之所以让人难以喜欢就是,他们唯一可以做的工作就是宣传法币世界的失败,然后BTC就是诺亚方舟,你们这些人要快点买入BTC,登上诺亚方舟才能得救。一句话,就是买买买,以后BTC会很快达到100万美金,到时候你哭都来不及。说实话,这种文化让人很难喜欢。
- 空投是很有意思的,之前不经意的使用行为,在未来竟然会成为天降馅饼的条件。所以很多人就会想方设法去使用各种产品,成为早期的种子用户,但是这种种子用户的质量是堪忧的,但总比没有用户强。
- AL3C - Sunday Solo #06
This week's sunday solo brought to you by corn and Campfire 🏕️🔥🌽
10 available to collect for 5 WMATIC (10% referral)
AL3C - Sunday Solo #06 - March 19th, 2023
- Hafex - Bas Harfi Ben (Official Music Video)
Stream : https://fanlink.to/HafexBasHarfiBen
#Lenstube
- I'm kind of annoyed it worked though
- GM! MDMS 5/365
- Try sea moss with me
- https://assets.ctfassets.net/c5bd0wqjc7v0/37LaXLBCdgLHa7GE4TPnmw/7824df367e12f4136951db794a5df63d/Staking_Comment_Letter_3-20-2023_FINAL.pdf
coinbase发表了一篇关于质押不是证券的评论文章,这个论点是非常重要的,staking是不是证券的界定,对整个staking as a servise,或者说整个LSD行业的影响是非常大的。
- lens最重要的功能是collect和mirror功能,对应内容变现和内容分发的使用场景,这将会让lens成为未来web3最大的一张社交图谱。
- 📍Zomaland, BLR 🫶🏽✨
- stakwise v3启动了atlantic测试网,这是v3走向主网的关键一步,期待看到更多的更新。
- 二月份的lens月活lens profile数量是4.9万个,但是发布的帖子数量高达40.8万个,转发数量26.6万次,评论数量达到12.2万次。二月份因为有空投的传言,所以使得交互活跃度比之前高得多。
- lens推出公共数据集是一件非常重要的里程碑事件,对于生态开发者而言,这意味着基础设施的进一步完善,可以基于公共数据集开发出更多的应用场景和应用程序。即便在API速率受到限制的当下,生态应用的数量仍然超过了100个,那么推出Gigquery之后,生态应用的数量应该会大幅增长。
- 今天可以构建的各种应用程序受到 API 功能的限制。尽管有这些限制,我们的社区已经开发了 100 多个不同类别的应用程序。随着此数据集的发布,开发人员现在可以在他们构建的应用程序中探索更多样化的可能性。我们很高兴看到开发人员可以构建什么,因为他们可以访问完整的镜头数据集。
- 开发人员无需花费**数天时间**从 API 中提取数据,而是可以通过 SQL 查询在**几秒钟内获得他们想要的所有数据。**以前,抓取所有需要的数据是一项耗时的任务。由于为防止 DDOS 攻击而设置的 API 的速率限制,检索每一位数据可能需要 1-2 天。使用 BigQuery,您可以在几秒钟内检索数百万行。这大大提高了开发人员构建功能和发布 ML 及其他代码的速度。
- Lens 为开发者提供了一个易于使用的 GraphQL API,用于快速查询 Lens 数据。这使得无需复杂的基础设施设置即可以传统的 web2 速度进行查询,我们的开发社区在 Polygon 主网上不到 300 天就构建了一些令人惊叹的产品。但是,API 有其局限性:很难访问整个数据集,而这对于数据密集型任务(例如训练机器学习模型或执行综合数据分析)来说是必需的。
- 今天lens开放了BigQuery 公共数据集,借助 BigQuery,开发人员可以使用 SQL 快速查询大量 Lens 数据,从而为在 Lens Protocol 上构建的内容开启新的可能性。
- Lens BigQuery Public Dataset is Live 🔍
Read more about unlocking new possibilities in our blog
https://mirror.xyz/lensprotocol.eth/L-VyE549sOOdi4nBgos6XNAUgf3H1oErfkAtndU6RHY
Learn how it works in our developer docs
https://docs.lens.xyz/docs/public-big-query
- Let's build the future of web3 social at Eth Denver, with $25K in prizes up for grabs!
Register here https://app.buidlbox.io/guidl/lens-protocol
**Our bounties:**
***Best Lens Apps***
🥇 1st Prize - $7,000
🥈 2nd Prize - $5,000
🥉 3rd Prize - $3,000
***Integrations***
🏆 10 best Lens integrations - null,000 each
🤿 Dive into the Lens Social Graph with the new BigQuery public dataset, and think about creating a machine learning or data analytics tool for devs and creators to better understand their audience https://docs.lens.xyz/docs/public-big-query
🤍 Build new social experiences with mental health in mind, increase self-awareness of social media consumption, or improve the experience of collecting content.
🎶 Think how Token-gated drops on social media could help to empower both fans and artists, you could create a music experience helping collectors find new music.
🌆 Think about events and how people could network at conferences through Lens, consider the value of a person's attendance history, and imagine a world where tickets can be collected posts.
🎨 Explore ways to make content creation seamless for the Lens community. Build tools that empower content creators, and offer them unique features to take their content to the next level
🤝 Noodle on the idea of more brands entering web3, and think about ways to create a loyalty program for them on Lens and enable purchasing with a crypto wallet.
🫡 With more and more DAOs being created, explore how they could integrate token-gated voting or delegate profile actions to other wallets
Explore our new Lens Widgets, and integrate follow, share, and sign-in with Lens into your project or existing web3 front-end. https://github.com/lens-protocol/lens-widgets
Dev Docs https://docs.lens.xyz/docs
Hackathon Guide https://lens.xyz/hackathons
Keep this Lens integrations doc handy as it has some useful tutorials featured to help https://docs.lens.xyz/docs/integrating-lens
👩💻 Lens SDK details here 👉 https://github.com/lens-protocol/lens-sdk
📱 React Native Lens UI Kit (for mobile devs) https://github.com/lens-protocol/react-native-lens-ui-kit
🤝 Join our Lens Discord community to meet others building on Lens https://discord.gg/lensprotocol
Good luck, the team will be at our booth in MetaLand. Come show us what you are building to get some rare swag!
- 在web3世界,tokenomics的设计是非常有讲究的。它绝对不是标准化的,同样的协议,不同的tokenomics代表了不同的基本面。tokenomics的设计目的是要和协议的成功相辅相成,紧密连接。
- 这种设计符合了协议的整体利益,以内rocketpool协议要成功的关键在于要有足够多的node operator。而更多的RPL被质押又会减少市场流通的RPL,推动其价格上升,又提升了成为node operator的吸引力。这种机制设计显然更加web3,而采用费用捕获机制的$SWISE,显得更加web2的思维。
- $RPL的模型是通过质押RPL成为保险金,承担slash风险,然后获得每年通胀奖励(3.5%通胀率),也就是说,即便全部RPL都质押了,这些RPL的年华收益率仍然有3.5%(假设token价格不涨不跌)。这个模型的逻辑是通过稀释非node operator的份额来补贴node operator。最后使得绝大部分RPL持有者都成为node operator。
- $SWISE的价值捕获是通过质押到保险库里面,承担相应的slash风险,然后获得较高比例的协议收入,这个模型总体问题不大,但是缺少炒作的空间。因为很容易通过市值/收入来衡量估值是否合理,而质押协议收入一般都不会很多。
- stakewise v3能够创建一个真正的社区呢?其实感觉很难,因为node operator没有投资金进去,也没有收到$SWISE token的奖励,这让社区成员和项目的连接不够紧密,所以很难塑造类似于rocketpool这样的社区。
- 要想创建一个良好氛围的社区必须是产品和社区成员的强连接,最强的连接是经济和精神层面的。rocketpool社区之所以很活跃,很重要的原因是node operators都投了大量资金在里面,同时也是一群非常重视去中心化理念的人。
- 11月至今伴随恒生指数回升,股价回升到当前的1.2港元左右,最高曾到1.39港元。
- 10月17日,公司公告计划回购可转债,10月25日公告已回购6.14亿港元本金的可转债,转股价为6.68港元,远高于现价;
- 7月-10月,伴随着恒生指数屡创新低,股价最低下跌到0.76港元;
- 6月伴随恒生指数回升,股价最高回升到1.4港元左右;
- 此后股价继续阴跌,跌到0.95港币;
- 4月29日公布中期业绩,之后第一个交易日是5月3日,当日下跌13.7%,中报不派股息,且收入增长只有4.7%,利润显示同比下跌(经营利润实际是上涨),股价跌到1.2港元;
- 1月24日公告股东大会表决结果,其中一项是通过了增发20%股份的授权,同时还通过了扩大处置回购股票的授权,市场认为是老千操作,且25日公司补充公告表决有效,维持不变,市场惊慌,连跌四日,跌8.3%,10.8%,15.2%,6%。股价最低跌到1.54港元;
- 11月30日公告半年度业绩,一次性减值计提k9资产,市场震动,三天连续下跌11%,9%,9%,股价跌到3元,此后不断阴跌。2022年1月,公司补充公告说明了一次性减值计提的原因,市场当天下跌11.3%;
- 宇华教育2021年10月27日公告配售2.2亿股,相当于扩股6.12%,价格是4.19港元,折价15%发售。市场认为是低价配股,当天下跌20%,次日又下跌10%;
- Who is going to design the Lenster 2.0 UI mockup in Figma?
**💰 $1000** bounty for good design
Drop your Figma links in the comment 🚀
- 📢 Wooohooo!!!
Now you can choose your profile interests in @lenster.lens 🌸
https://lenster.xyz/settings/interests
- 相较于宇华教育,碧桂园服务翻倍的可能性会更高吗?
我觉得不会,很明显宇华教育可能性更高。
而且宇华教育目前了解到的市场风险远没有碧桂园服务那么大,
它是一个稳定的市场,稳定的商业模式,稳定的现金流和利润。
- **🌿 Rooting in Web3 — day 12 Introducing @TroopFinance**
**What is Troop?**
@TroopFinance official intro:
Create and manage a portfolio together with your frens. Collaborate on your investments while earning rewards and reputation. They are one of the grant winners from @LensProtocol , which we believe will integrate Lens in the future!
**Our opinion about** [**@TroopFinance**](https://twitter.com/TroopFinance) **(NOT FINANCIAL ADVICE):**
Troop is going to innovate how investment is done in such a way that it is practiced in the form of a "troop" or a group of your friends in a fun and engaging way.
The key highlight of Troop is "Join an investment portfolio with friends" So how does it work? 🤔 Let me walk you through it.
There are 3 important components: **
•** Rewards & Reputation **
•** Hive mind **
•** Exclusivity
More details about "How community portfolios work" in the pictures of this post.
Finally, there is a demo from [@TroopFinance,](https://twitter.com/TroopFinance) regarding how to create/join a troop:
<https://twitter.com/teapartylife/status/1555431172510851072>
**Again, not financial advice!**
If you would like to know more about [@TroopFinance](https://twitter.com/TroopFinance) project, please DYOR:
🌐 <https://troop.finance>
💬 <https://t.me/troopfinance>
- 💚💚💚
Dear all, our "Rooting in Web3" theme party has come to an end! I hope you all enjoy our 12-day party with [@LensProtocol! 🌿🌿🌿](https://twitter.com/LensProtocol)
See you guys at the next party soon! (most likely Sept)
**Stay tuned!**
- 💚💚💚
Dear all, our "Rooting in Web3" theme party has come to an end! I hope you all enjoy our 12-day party with [@LensProtocol! 🌿🌿🌿](https://twitter.com/LensProtocol)
See you guys at the next party soon! (most likely Sept)
**Stay tuned!**