dorcel (@dorcel) • Hey
all in
Publications
- 必须要刻舟的话,等个回踩确认就可以上车了, $grt
现在这个行情,只有蠢一点才能赚钱
聪明的都在像我之前那样还在看空
- 有两个已经发空投了,并且毛不小!
接下来选择3个你认为的大毛,一起冲一下!
我的预测是 #zksync 和 #LayerZero 已经选不出来第三个了,太卷啦!
- I just voted "Against" on "Accelerating Arbitrum - leveraging Camelot as an ecosystem hub to support native builders" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x6b001068a3aa7f58e0e334a1f717be2145eb4c7b3f3af479cd827020aa2993a6 #Snapshot
- 半年不到花了50多万
有几个叼毛说我这小地方怎么可能花的了这么多
妈的,以前朋友接待烧烤啤酒小龙虾就行
现在在web3接待,还得踏马茅台喝起来,扔子摸起来,德州打起来,屁股扭起来!
照这形式,下半年50万怕还不够
现在一听有人要来找我玩
我腿都吓得只打哆嗦
真的,别来兄弟们
缺钱
- onekey这波更新真的猛,这个钱包的设计思路,隔绝了卡,建立了管理资金池,以后可以独立承接各种底层卡商及资金流动,还可以为自身提供金融服务及资金流动收益,挺聪明的做法。
昨天试了下,山姆App也支持,又多一个渠道,基本生活各途径都解决了。
- 接下来,本着技术和商业逻辑视角,一起探讨下UniswapX
由于链上环境受公链性能拥堵(gas不稳定)、矿工打包顺序可操控(易MEV)、AMM价格机制容易受市场波动影响(滑点磨损大)等原生特性影响。
使得当下的DeFi繁荣盛景停滞不前了,在吸引入场资金、催生挖矿创新,做市商友好度等方面,很难媲美CEX的交易体验。
UniswapX的出现,正是要解决这些问题
如何解决呢?UniswapX引入了一套链下节点供应商体系(Relay Network),这些节点可收集用户订单建立本地订单薄,与其他节点共享,最终打包上链完成订单的状态转换。
UniswapX此役第一炮瞄准了矿工节点,倒逼矿工节点规则改革。因为至少60%链上TXS都是交易属性,矿工不想流动性流失,大概率会拥抱.
有了这套链下Order撮合服务商,用户发起交易后,先在链下环境过一道,用户的0 gas交易、分批次打包、按最优价格撮合、抗MEV等体验都得依赖此链下服务环节补充。
基于此背景,我把此次UniswapX的核心功能,提炼成三个Highlights:
1)用户0gas准入门槛,准确说UniswapX设计了一套用户gas费由Pool流动性提供商LP承担,最终靠UniswapX补贴以手续费让利补贴给LP的商业内循环。
此举为了降低用户入场成本,吸引更多用户来DEX交易,唯一的担忧是LP承担的gas成本能不能从平台补贴中抵扣。
如果算上批量打包的gas节省,应该可以cover。
2)抗MEV,UniswapX在链下订单匹配阶段引入了一些特性,包括不完全按价格顺序排序,执行限价订单,本地账本消化价格差等,最终使得呈现在Mempool中的交易变得很难预测,压榨掉MEV的Arbitrage空间。
MEV之所以存在就在于矿工按gas高低优先打包的机械机制,有了链下账本的调控,MEV确实会改善不少。
3)荷兰拍式Aggregator,UniswapX这次涉足了聚合器领域,通过荷兰拍式来选择第三方交易routing,这一举动很卷,会优化pool之间的价格交易Slippage,颇有带头大哥出面规范聚合器江湖的韵味。
Uniswap的虹吸效应会抢夺其他聚合器的蛋糕,但其规范聚合器市场,防止router作恶的机制长期看会做大蛋糕。
至于其他限价订单、止盈止损订单、引入权重费用、定制化滑点、算法优化以及监控工具等服务都可以归纳为以上三大核心功能的一部分。
总体看下来,你会发现UniswapX的体验越来越接近中心化交易所了。对,这正是UniswapX的最终战略意图,正面叫板CEX。
首当其中会抢夺CEX的用户群体,因为一旦用户0 gas的内循环机制被跑通,MEV的不公平、作恶Aggregator的危险等去中心化不可控风险被抹除后,用户使用DEX拥有了CEX一样的体验,自然会涌向DEX。
其次会催生一批链上做市商,新的链下账本机制可给足做市商空间,带动主流流动性涌进链上环境。
至于庞大用户群和流动性涌入,能不能催生下一波DeFi市场繁荣,我持观察态度。
因为治理代币挖矿掀起的DeFi Summer,多少带非理性因素,比如夸张的APY,层出的组合玩法等。
UniswapX大方向是规范市场资源,精细化存量市场流动性分配的初衷。链下节点提供商以及聚合器会不会滋生新玩法,有待观瞻。
整体来说,我认为UniswapX的推出称得上一次范式创新。有很多细节,比如链下节点服务商如何激励,Pool Oracle价格如何规范,荷兰拍aggregator机制如何,旧矿工节点和新链下节点如何博弈等等。
当DEX市场蛋糕整体被做大的话,这些未知变量,都得靠市场进一步描绘。
期待会,卷出新生机!
- 币安 @BinanceLabs 投资了 @XterioGames 1500万,加上之前的有5500万融资了!
https://xter.io/xsoul 之前的微章别忘领!
- 接着奏乐,接着舞
KOL没有任何价值,无需关注
信息都是透明的,大家都能找到
没有8848还有8858
没有何币,还有二币
没有三一,还有五一
同志们,取关我们这些所谓的KOL,关注别人
- http://mint.fun 一周年纪念 NFT,有足够积分(好像是2000分)可免费mint一个,不够的话需要花费0.0006e,24小时
- 今天我们来讨论一下大家都比较关心的话题:20cm和30分钟,到底哪个更重要?
说起来,其实这两个方面都重要,但是也都没有那么重要。要说非要比较的话呢,其实持续的时间可能更重要一点。
首先来说说大小方面。 X生活的质量和DD的长度之间没有直接的关系。虽然长度可能影响X行为的某些方面,例如深度和角度,但是这并不是X生活质量的唯一因素。
X生活质量受到多种因素的影响,例如技巧、情感联系和身体健康状况。因此,即使DD长度较短,仍然可以通过其他方法来提高生活的质量。
X生活的质量就像一道美味的菜肴,DD长度只是其中的一种材料。虽然这个材料可能会影响到这道菜肴的口感,但是它并不是唯一决定菜肴美味程度的因素。你可以有非常美味的菜肴,即使没有某些特定的材料。所以同样地,你可以拥有非常满意的X生活,即使长度不是最重要的因素。
X生活的关键是要互相尊重、沟通和享受其中的乐趣。 所以说,这个方面只要正常大小即可,不是说非要到18公分、20公分才行。
其次再来说说时间方面。 事实上,X生活的时间因人而异,没有一个标准的时间可以定义为正常。一般来说,大部分人的X生活时间在几分钟到20分钟之间,但也有些人可能持续更久或更短。所以说,X生活时间的长短也不是衡量性生活质量的唯一标准。
重要的是,X生活的持续时间应该是双方都感到舒适和满意的时间。如果你和你的伴侣都感到愉悦和满足,那么你的性生活就是正常的。但是如果是说 X生活的时间还不足3分钟,则一般是存在早些的情况,这是比较严重的,需要及时的干预和治疗。
要注意的是,X生活时间不应该成为一种负担或压力,而应该是一种享受和放松的体验。如果你或你的伴侣感到焦虑或紧张,这可能会影响你们的X生活质量。因此,要放松心情,享受其中的乐趣,这是提高X生活质量的关键。
- Ever seen a sunrise through the periscope of a submarine? Welcome to Simon's Town.
Our final stop at the Cape brought us to Simon's Town, a coastal retreat that's a world apart from Downtown Cape Town and Noordhoek. Here, the day begins with a mesmerising spectacle as the sun climbs over the horizon of False Bay, bathing the tranquil town in a golden glow.
The calm water of the bay is shared by an array of vessels, each with a story to tell. Submarines and warships from South Africa's largest naval base glide majestically alongside small fishing boats and canoes, their day-to-day operations a contrast of purpose yet harmonious in coexistence.
Simon's Town, with its naval history and serene seaside ambiance, is a unique blend of military grandeur and tranquil simplicity, reminding us that beauty and strength often reside in the same place.
---
📍 Simon's Town, RSA
🖼️ Free Collect
- 另外从转移到交易所的BTC抛压来看,**这才是今天的重点数据**,转移到交易所的抛压再次出现了较大规模的上升,如果按照抛压来测量用户恐慌情绪的话,现在的恐慌情绪已经和SEC起诉Coinbase的时候相差无几,大量的筹码转移除了会加重市场的负担以外,还有可能是并不看好币市接下来的走势,只是希望可以逢高离场。
甚至是因为FUD和夸大了听证会对于Binance的影响,所以目前的恐慌还是维持在较高的水平,截止到今天早晨八点有将近36,000枚BTC转移到交易所中,而提现的数量也维持在较高的位置,超过了提量100余枚BTC,这种情况下就需要冷静分辨出市场的上的信息。
而从细节数据来看,虽然短期持有的BTC仍然是抛压的主力。但明显能看到和昨天相比亏损筹码的离场的幅度不但没有继续降低反而还有微量上升的趋势,这也是情绪带动了市场的恐慌情绪,更多的亏损筹码在寻求离场,想来如果不是有今天晚上的CPI,并且大家都知道CPI的数据会不错,更多的筹码是等待拉升后在离场,否则估计现在会有更多的亏损筹码形成了抛压,而且相信随着听证会的结束也会有更多的FUD出现。
而从URPD的数据就不多说了,和昨天没有什么区别,主要就是看今天晚上的CPI后对于市场情绪的提振能有多少,以及到了周四凌晨公布了美联储的货币政策以及鲍威尔讲话后再看看形势吧,从目前的数据来看当前的价格还算是较为安全,下方仍然有一定的阻力,而且如果是最大痛点控制的话,也不会希望跌太多,多了就偏离了。
- A Break from the Circuit
Emerging from the hollow symphony of panel discussions, a detour through an overlooked street reveals an unexpected sanctuary. The underground collector's shop, a wellspring of creativity and potential, stands in stark contrast to the sterile chatter left behind.
- 空投在路上了,明早起来看看!
- I just voted "Yes ser 🙌" on "Do you like the Snapshot integration with Lenster?" https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718 #snapshotlabs
- Relate to each other and follow each other, comment and leave messages together to increase your followers and reciprocate! Back off at the first time!
- The decentralized contract exchange that Binance Labs invests in, the V2 version can be understood as GMX on BSC, ALP protocol pledge users provide platform liquidity, share 30% of the platform's transaction fees, and there are additional pledge rewards.
- If "going to the sea" can be counted as the "outlet" in the wave of laid-offs that swept through the system back then,
Then "Web3" will be the "only way out" for ordinary people who have no background and no relationship in the current downturn.
- Most people's accounts consist of several consecutive small profits plus a sharp loss.
If you want to make most of the money, do it the other way around.
Let your account consist of countless small losses and one big profit.
- Did you find out that most of the currencies we share are currencies that have not experienced a bull market, and belong to the currencies with better fundamentals in the sector. The purpose of this is to let everyone avoid detours in the mixed market.
- Only after losing money, the remorse in my heart will suddenly wake me up, "Fuck, so the mother can still play like this!"
- In the evening, I learned about a protocol called stamp that just appeared a few days ago. It is very similar to Ordinals. It can also engrave data on the BTC chain and confirm the right
- ✨ Split ✨ Revenue ✨
- Let's go there!!😆🐾
- Hey frens 💚
Which month were you born in? Ours is @yup_io.lens 🌿
Let's tag the Lens project that corresponds to your birthday in the comments 🤩 👇🏻
📍 @lensgardennft.lens @phaver.lens @lenster.lens @fanstastic.lens @buttrfly.lens @oohlala.lens @theshr.lens @orbapp.lens @lenstaxyz.lens @pinsta.lens @socllyofficial.lens
- Anyone building in the Aptos ecosystem? how do you feel about building in non-solidity environment?
- gm folks! I've built something today ⚒️ 🌿
You can now check who's in your inner circles at https://circles.inlens.xyz
---
Consider collecting this post to support the InLens ecosystem ❤️
Mirror for 25% share rewards 🙌
- Attention all social media marketers! Say goodbye to paying platforms like Twitter and LinkedIn to promote your posts. Our revolutionary product empowers YOU to promote content you believe in while earning money!!!!
How much does a "share" cost on Twitter or LinkedIn? 🤔 Is it worth more than paying for 1,000,000 views? Let's talk about the value of engagement for your brand! 💪
- A very good morning to you all
- Day 2 of Beat Snippets from Heno. as a FREE COLLECT to my growing community for the month of April. Will also make songs from the ones that get the most engagement. Collect today!
Much love to @beatsapp.lens & @lensprotocol.lens!
(The OG name for this was "Timing Right")
- I just voted "yes" on "Proposal to Bootstrap liquidity for Stargate USDT pools on Pendle" https://snapshot.org/#/stgdao.eth/proposal/0xb89734985fddc3bc70404eaa6d62100ddeeea26c54c0ea55f66a089f79dde3ca #snapshotlabs
- Christina Beltramini: 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.
**Format**
24 hr open edition, 1 $WMATIC, 10% referral fee.
**About the episode**
Mint Season 7 Episode 15 welcomes Christina Beltramini, Head of Growth and Chief Scheming Officer at Lens Protocol, to discuss the ever-growing world of web3 social. Throughout our discussion, we cover topics such as online identity, her article highlighting the next era of user-generated content, and Lens Protocol’s plan to empower a wider class of creators and curators. Christina also shares her aspirations for building a better internet, an overview of Lens’ developer ecosystem, and the lessons learned while working at TikTok that she’s applying while building the Lens ecosystem. Furthermore, we dive into the importance of content remixing, the latest developments in the Lens ecosystem, and how creators can monetize their work using Lens.
I hope you enjoy our conversation.
Time Stamps
00:00 – Intro
06:13 – Opportunities for Creators in Web3 to Address Web2’s Failures
09:28 – User Control Over Online Identity
15:13 – Empowering Fans for Monetization Through UGC 2.0
18:14 – Lens’ Plan to Empower a Wider Class of Curators
19:37 – Getting Started as a Curator on Lens
20:45 – Barriers to Entry for Web2 vs Web3 Native Creators
26:14 – Christina’s Aspirations for Lens and Web3
29:36 – Overview of Lens’ Developer Ecosystem
34:08 – Bringing Web3 Native Creators’ Audience to Lens
35:54 – Lessons from TikTok for Building a New Era of Social Media on Lens
37:18 – Content Remixes in Web3
40:25 – New Experiences and Interactions in the Lens Ecosystem
42:38 – Understanding Currencies’ Role in Growing a Creator’s Community and Monetizing Their Work
45:06 – Creating Content Worth Collecting
46:53 – Outro
- What an experience to meet all the builders at Stanford and San Francisco last week!
- 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
-
This week on Lens!
We released Splits for Collects. This feature can be used by creators on @buttrfly , @lenster & @lenstube https://lenster.xyz/posts/0x01-0x0188
🎶 @oohlala adds a Direct Mint feature for Lens Music.
https://lenster.xyz/posts/0x0102fa-0x9f
🥟 You can now use keyboard shortcuts to navigate @dumpling
https://lenster.xyz/posts/0x018d04-0x30
📬 @mailchain enables the use of your .lens domain to send web3 native comms.
https://twitter.com/Mailchain_xyz/status/1631051734713004032?s=20
We loved meeting all the builders at Eth Denver
https://twitter.com/LensProtocol/status/1631739294036660225?s=20
Apoorv Lathey launched an extension to help move your Tweets to Lens https://twitter.com/apoorvlathey/status/1623782881154985984?s=20
Talent Layer is allowing Lens users to go claim a handle on their protocol https://twitter.com/kirstenrpomales/status/1631058530831572993?s=20
@orbapp created an ETH Denver community area in Orb, which now boasts a whopping 15k members! https://lenster.xyz/posts/0xbbb9-0x01e9. If you are building on Lens to help communities at future events we would love to see your work!
The Eth Denver Hackathon Winners were announced, watch this space for these innovative projects built on Lens https://lenster.xyz/posts/0x01-0x0186
@defidad got the scoop on scaling with ZK rollups from @Stani.lens https://lenster.xyz/posts/0x2e09-0xc2
@nader shared the origins and the ecosystem of Lens at Eth Denver and gave a live demo of a Lens app built in five mins https://youtu.be/GkogXPCIn5E?t=58
telliesite created some cool tutorials on how to integrate Lens Share and Follow buttons. https://tell.ie/learn/lens
Ready to build your own video app? Check out Suhail Kakar's tutorial on building with Lens!
https://twitter.com/SuhailKakar/status/1630956913096572930?s=20
Lens & Frens SF meetup https://twitter.com/Thehouseofweb3/status/1633666296851369990?s=20
If you attended Eth Denver and hold the general access pass #1,854, you are now eligible to claim a Lens profile https://lenster.xyz/posts/0x01-0x018b
For all our NFT Paris frens that scanned the Lens POAP at our gallery, you can now claim your Lens profile. https://twitter.com/LensProtocol/status/1630573876165083136?s=20
Discover more of what's being built in the Lensverse https://lens.xyz/apps @nader and @fabri are here to help!
- This is Lenny
- ICYMI
- Create funny and dank Lens memes. We’ll mirror and highlight our favorites.
We are running a competition on @memester-xyz.lens! Go to https://memester.xyz to submit your entry!
- Our friend Alex got an invite to a big event we were all excited about.
You were there too!
Do you remember who Alex met that was so special?
- 今年山寨太难了 连续赌输六次 doge,马斯克喊不动了,想赚点大饼,没想到汇率腰斩了 猴卡,囤了一堆,没想到遇到nft大熊市 chess,市值低,刚买进去,整个lsd板块就熄火了 ustc,币安支持lunc升级,以为要一波炒挂钩,没想到没人炒,一直跌 vgx,收购案一直拖,跌回原地 arb,庄家拉不动
- 我有三个朋友,之前一直在http://sun.io上挖矿,前几天忽然发现没法解除LP了,惊慌失措,电报群问没人理。幸好还能通过合约取回。 但自从他们取完了LP,合约再也没人调用过,网站问题也没人修复。 其他的LP大概都是孙哥自己提供的吧。 真有趣,三个人挖了一个由三个人和孙哥组成的矿。
- 6 小时前,有鲸鱼使用 2,191 $ETH 买入 52,159 $GMX ,均价 $71.8。 这只鲸鱼最近一直在买入 GMX:3/13 从 #Binance 提出 5,300 GMX;3/21 买入 21,143 $GMX。 目前该鲸鱼已累计花费 $580 万资金买入了 78,612 GMX,综合成本 $73.9。 为什么大户都偏爱 GMX?
- 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!)
- 今天的利空消息好像挺多的,又是孙哥被锤,又是币安被漏洞刷币,总之市场是跌了,根据我的经验,每次行情不好的时候都会有一些奇奇怪怪的利空消息,这些利空消息从逻辑上来说只是短期的,一弄好按理来说应该原地拉回去,毕竟问题完美解决了,但每次都回不去,逻辑根本说不通,可能这就是市场吧
- arb to the moon @lensbank.lens
- The Lens community in Bogotá has blown us away. Hackathon projects being built on Lens are 🔥, drop any links to projects being built below for the community to explore and enjoy. Looking forward to making frens this week 🌿 and letting loose at @letsraave.lens
- We Will Drop Our Final Phase Post Today , Make Sure You Complete The Task , If You Already Received $BEATS Still You Can Participate And If You Didn't Received $BEATS You Can Participate Too
Event Goes Live Today And Ends In 48hrs 🌿💚🎵 After That There Will Be No $BEATS Airdrop From Treasury , All Rewards And $BEATS Will Go Into Development And Platform Rewards
Thank You For Your Overwhelming Support And Love , We Are Looking Forward For Mainnet Launch And Discord Launch Today
- The Lens community in Bogotá has blown us away. Hackathon projects being built on Lens are 🔥, drop any links to projects being built below for the community to explore and enjoy. Looking forward to making frens this week 🌿 and letting loose at @letsraave.lens