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- 当我们拿着资金进入市场进行投资的时候，某种程度上我们是把身家性命交给了市场，因为一旦买入，市场波动将决定了我们的财务状况，尤其是在较短的时间维度中。
那么我们就需要非常小心谨慎配置我们的资本，因为这些资本对于我们来说非常重要。失去他们对我们的财务状况将影响巨大。
如果我们要玩投机，就必须要限制投入的规模，但是问题在于，当你习惯了投机的思维和方式，你将难以区分自己到底是在投资还是在投机，本质上这是两种截然不同的思考方式。
不要想着既要投资又要投机，这是做不到的，最后只会两件事情都做不好。投资是一个长期游戏，而不是短期游戏，我们需要一个稳定可持续的盈利模式，这种模式绝对不是依靠投机来实现的，因为投机的不可持续性已经被无数人证明了，不需要你用自己的资本再去证明一次。
这就是为什么我不玩土狗，不玩meme coin的原因。
- 从数据上看，arbitrum最近的这波操作并没有对币价形成了太大的负面影响，说明了市场还是看好生态的后续发展的。
- arbitrum的这波操作零分
https://twitter.com/akafish00/status/1642517539040415744
- For my girls and my girls only
#bytes
- Waterfalls are calming
- Going at the speed of sound
- Movie Recommendations
You should check these out.
#Movies
#Lens
#lenstube
#Bytes
- 人链交互是一个什么概念？现在的TPS应该还远远做不到所谓的交互吧，只能是一个个账户发起交互吧。
https://twitter.com/Simon__Liu/status/1642795339446091776?s=20
- 波兰的这个地方好美啊
https://twitter.com/ianbremmer/status/1642559514737090561?s=20
- One micro-song per day for an year 🌟
- So cute 💖🐈
- 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
- Balaji exposes the plan
He's got a theory. Is he right?
#bytes
- PREVIEW: Frank Chaparro interviews Algorand Founder Silvio Micali at PBW2023
Frank Chaparro interviews Algorand Founder Silvio Micali at Paris Blockchain Week 2023.
- Dawn of a New Era for Ethereum: Launching zkSync's zkEVM | The Edge Podcast
Marco Cora is the Head of Business Development at Matter Labs (zkSync).
In this episode of The Edge Podcast, we talk about the imminent launch of zkSync's zkEVM! This Ethereum L2 will significantly increase the throughput of the Ethereum network, reduce transaction costs, and improve overall efficiency.
We talk with Marco about why they believe an EVM-compatible zkRollup-based L2 is better technology for scaling Ethereum long term and why we as users should care. Given the launch of optimistic rollup-based L2s like Arbitrum and Optimism, we were eager to discuss the ongoing process of onboarding DeFi and Web3 teams to zkSync Era, how they will bootstrap liquidity, and if zkSync launches a token, how it will work in decentralizing their L2. Given zkSync is solely run and operated by the zkSync team's servers, it is currently centralized, but this is expected to be transitioned to a decentralized system this year or some time in early 2024. Find out how to get ahead for what is anticipated to be the next biggest L2 launch since Arbitrum!
🎙️ If you prefer a podcast player, subscribe and listen to The Edge Podcast here: https://anchor.fm/edgepod
THIS IS NOT A RECOMMENDATION OR ENDORSEMENT TO BUY ANY TOKEN OR NFT RELATED TO ANY PLATFORMS DISCUSSED.
------
🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
🙋♀️ Interested to sponsor episodes of The Edge? Fill this out:
https://hl6pu9d99u5.typeform.com/to/E3NY5Mqn
------
🌲 LINKTREE FOR THE EDGE PODCAST: https://linktr.ee/edge_pod
🔎 DISCOVER DEFI & WEB3 BLOG POSTS, PODCASTS, TUTORIALS: http://defidad.com/
✅ FOLLOW DEFI DAD ON LENSTER: https://lenster.xyz/u/defidad
✅ FOLLOW NOMATIC ON TWITTER: https://twitter.com/Nomaticcap
------
The Edge Podcast Sponsor Resources
📈 GTRADE | DECENTRALIZED LEVERAGE TRADING ON POLYGON AND ARBITRUM
https://gains.trade/
🌊 STADER | MULTICHAIN LIQUID STAKING
https://staderlabs.com/
🔔 PUSH PROTOCOL | WEB3 COMMUNICATIONS PROTOCOL
https://app.push.org/
🌿 LENS | DECENTRALIZED SOCIAL GRAPH
https://lens.xyz/
⛩️ UTOPIA | PAYROLL AND EXPENSE MANAGEMENT FOR DAOS
https://www.utopialabs.com/
------
Topics Covered
00:00 - Intro
03:25 - History of zkSync & Gitcoin Grants
04:00 - Background on Matter Labs and zkSync
07:25 - Defining a zkRollup and zkEVM
15:50 - What will a zkEVM enable for users
23:15 - zkSync suite of products
29:30 - Hyperchains and Hyperscaling
33:50 - How near is Hyperscaling
37:50 - Why CEXs may opt to run on a zkEVM
41:55 - What do we know about a zkSync token
46:00 - Lessons from other L2 launches
50:15 - Projects to launch on zkSync Era
55:50 - What's least understood about L2s
01:00:10 - Advice for crypto newbies
01:01:30 - Scaling Ethereum security and values
01:03:55 - Closing
------
Guest Links
Marco Cora on Twitter
https://twitter.com/Be1garat
zkSync on Twitter
https://twitter.com/zksync
Learn about zkSync Era
https://zksync.io
Learn about Matter Labs
https://matter-labs.io/
-----
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 4RC invested in the Series B round for zkSync. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research.
- rocketpool社区有不少很聪明的工程师，提供了大量的价值，也使得社区氛围非常好。可以说rocketpool的社区氛围和质量是我所接触的所有crypto项目中最好的，没有之一。
- 对于RPL来说，rETH的增长将带来TVL的增长，同时也带来rocketpool的收入创造规模提升的利好。rETH越多，则能够收取的佣金越多，则代表着RPL的价值越高。这次升级后，佣金率将从之前的15%降为14%，虽然比例上有所下降，但是从节点运营山利润率角度来看，其实是大幅提高了。因为杠杆率提高了。
- rETH的容量增长两倍，节点运营商的16个ETH，在以前只能mint 16个rETH，现在可以mint 48个。意味着现有的节点运营商如果都转换为LEB8，则rETH的容量可以净增加40万个。
- 可以说，这个版本升级是rocketpool主网上线到现在为止最为重大的升级，创建minipool所需的ETH直接从16个降低为8个，这将大幅降低节点运营商的资本门槛，同时提高rETH的容量，非常有利于rocketpool的增长，我在中文推特中基本上没有人谈论这件事情，few
- rocketpool的重大升级版本终于可以在测试网上线了，这次升级支持atlas升级和以太坊shapella升级，在这个版本中，支持LEB8，也就是说只需要8个ETH就可以创建一个minipool（另外28个ETH由staker提供）；存量的16ETH的minipool可以转换为LEB8；solo validators可以直接创建minipool而无需退出。这些都是非常强大的更新和升级，将会帮助rocketpool启动下一阶段的快速增长期。
- Denver has some sick street art
- what’s your favorite science fiction movie of all time?
- If you had 100,000$ what would you invest in?
Leave your answer, there will be a reward for the first 50 follower who mirror&comment this post!!!! LFG
- 🔥🔥🔥 Regarding the logic and specific application of Lens products, this diagram is very intuitive and clear
If web3 social networking is really an opportunity in the future, start entering and exploring now to get more opportunities .
🔥🔥🔥10 WMTICS for first 100 people who collect,mirror,follow me !!!
🔥🔥🔥#socialfi##lens#wav3s#
- Pre talk pose before our panel on why web3 at interop summit
- [ QUEST 📖✨ Chapter VI... Riddle 2! ]
Now, we need to reinforce the structure of the Webs 🕸️💪
It was way too easy for Gargamel to break into the temple and tear everything down 👿
To ensure no one can destroy them again, help Hacker Smurf figure out a way we can strengthen the Webs ✨
- def Denver
- 在lens开放注册之前保持活跃，尽量成为活跃的账号，等大批用户进来的时候就可以收割一波流量红利。
- 从目前的势头来看，lens毫无疑问将会成为最受欢迎的web3 social应用，也许nostr会有一部分受众，但是它的功能显然没有lens那么强大。
- 山寨资产之所以拉长时间跑不赢主流资产，那是因为下跌的时候没有最低只有更低。
- 各个lending platform都会有自己的风险策略，大概率也会参考头部协议的。因此，上海升级后开启循环质押，Lido仍然有很大优势，因其规模、流动性和先发优势。
- 综合来看，针对循环杠杆质押操作而言，stETH的优势还是最明显的，因为其杠杆倍数最高，其他的都远低于它。虽然sfrxETH的apr最高，但是同样受限于杠杆倍数和债务上限，所以短期不会快速放量，rETH债务上限也不高，因此需要后续观察并提高后才能真正放量。
- 在aave的初步讨论议案中，针对rETH和sfrxETH的LTV都只有60%，这限制了未来杠杆倍数。上海升级后会把rETH纳入e-mode，并sfrxETH 的当前成熟度不适合作为 emode 的候选者。并分别对他们设置了20k和5k的供应上限。
- AAVE正在讨论把sfrxETH纳入抵押品范围，可想而知，可以withdraw之后，循环杠杆质押将成为非常有利可图的方式，于是frax因为机制设置导致的较高APR将吸引到大量的ETH质押，ETH-frxETH-sfrxETH-AAVE-ETH，循环往复。使得在frax质押的ETH大量增加。
- 主要是看公司管理层是把分红放在什么优先级。半年报账上现金30亿，年报预计账上现金40亿，扣掉回购可转债后大概剩下35亿，分红如果是5亿的话，对公司不会造成不利影响。
- 宇华教育未来的资本开支已经由此前的配股资金所对应，公司的可转债如果存在大量的回购需求，则可能不会发放红利，这将对股价非常不利。
- document.lens
- @teaparty.lens
- GM APWine citizens!
We're giving away this sleek APWine backpack.
How to get it? The rules are simple:
1. Follow us on Lenster
2. Like & mirror this post
3. Say hi 👋 in the comments so we can reach you when you win!
We'll randomly choose the winner by 12th August '22. Good luck!
P.S. Proof we actually deliver merch to our fans:
https://twitter.com/theblacksea_NFT/status/1500830993812447235
- **🌿 Rooting in Web3 — day 9 Introducing** [**Gummys**](https://twitter.com/Gummys_io)
\
**What is Gummys?** \
Official intro:\
Gummys is a WEB 3.0-powered video and streaming platform with a fully operable product allowing users to generate income by creating, owning, and trading tokenized media content such as NFT, watching videos, and more engaging actions.\
\
**Our opinion about Gummys:** \
Gummys is going to revolutionize how we going to watch TV/video in the future. Why is that case? Because imagine we could sit at home watching TV or any video in the comfort of our home sofas, and yet we can earn income! 🤯\
\
However, it is not clear yet how Gummys is going to integrate Lens Protocol. However, we can only anticipate they will integrate the social elements into their platform, which is gonna be awesome.\
\
**Important highlights about Gummys:** \
Through Gummys privacy measures, users have peace of mind knowing that they do not need to worry about their data being sold to third parties or a data bridge as they only need a blockchain public address to use the platform.\
\
Another important mention that Gummys is a multi-award winner from various protocols! \
Such as:**\
•** 1st Prize winner at Chainlink Hackathon 2022 **\
•** Partnership with Polygon Studios\
**•** Lens/AAVE protocol Cohort 1 "The Saplings"\
\
**Do support them via their socials:**\
🌐 <https://gummys.io>\
🐦 <https://twitter.com/Gummys_io>
- **🌿 Rooting in Web3 — day 11 Introducing SoundIt**
**What is SoundIt?**
Official intro:
[@SoundItWorld](https://twitter.com/SoundItWorld) is an audio-first social decentralized platform (dPlat) focused in disrupting the status-quo audio value chain.
They are one of the grant winners from [@LensProtocol 🌿](https://twitter.com/LensProtocol), which we believe will integrate Lens into their platform in the future!
**Our opinion about SoundIt:**
SoundIt going to revolutionize how the audio industry works in the future. SoundIt positioned in a very unique & interesting angle which to empower creators and fans to interact with each other, plus creating masterpieces together! 🤯
**Let's deep dive to understand more:**
SoundIt enables creators to create a professional studio-like environment and collaborate and generate fan engagement directly on the go.
Important key highlights to mention would be SoundIt's complete suite of tools to empower creators such as "**Blurbs**", "**Feed, Stage & Spotlight**", "**Collab**" and "**Pods**".
Finally, the last important point to cover would be the creator economy & value chain. As for the long-term, [SoundIt](https://twitter.com/SoundItWorld) is going to fix the Creator-Fan-Platform relationship model in the audio sector.
There's more to cover here.
In order to know more about [SoundIt](https://twitter.com/SoundItWorld), please do support them:
🌐 <https://soundit.com>
💬 <https://t.me/SounditWorldOfficial>
- **🌿 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!**
- hello web3 people