Duke Lukem (@dukelukem) • Hey

Here for the memes.

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Gm Zerion fam🫡
Temperature Check/ Fever 💿 OUT NOW! STREAM MY ALBUM "FEVER" ON ALL PLATFORMS! Link below! https://feverszn.com/
First meme built on @memester-xyz.lens
🚨LIVESTREAM🚨 ETH Staking Withdrawals are HERE 🔥 We're joined by: - Justin Drake - Anthony Sassano What does this means for the market & what could it mean for you?? 🫵 Set a reminder to find out! ⏰ Show starts tomorrow (4/12) at 6am PT / 9am ET 👇👇 https://youtube.com/live/3yqTdZpBGF8
Ray Dalio "Changing World Order" vibes from Lyn Alden in Will the dollar lose to China? by @bankless.lens #Lenstube https://lenstube.xyz/watch/0x8b61-0xeb
$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
Yo @olimpio.lens I’m looking to bring the quality of my Lens feed up to par with the content on crypto Twitter. Any account you recommend following?
Music Monday 001 The first edition of our new column ⬇️ https://investinmusic.mirror.xyz/wyELafDf-p5RX5jtV2P9ck6_hsqYUcsosMoIfvGfLMU
Proud to announce the @refraction.lens x @lensprotocol Artist Fellowship Collection. For this special drop, we've curated artworks from 8 amazing artists in the web3 space - with a focus on concepts of ownership, narrative and one’s identity on the blockchain. @elliepritts.lens @dannydaze.lens @timsaccenti.lens @lindadounia.lens @fingacode.lens @p1xelfool.lens @jimmyedgar.lens @andrewthomashuang.lens These works are collectible exclusively on @lensprotocol and mark the launch of our creative partnership with Lens on-chain. For this inaugural event, all editions will be accessibly priced for all audiences to enjoy. Anyone with a wallet can participate. Be sure to have some WMATIC ready to go in your wallet to collect! Collect the works here: https://gallery.refractiondrops.com/ Learn more and hear from some of the participating artists on today's conversation at 2 PM EST https://twitter.com/i/spaces/1nAKErnlZWXGL?s=20
Proud to announce the @refraction.lens x @lensprotocol Artist Fellowship Collection. For this special drop, we've curated artworks from 8 amazing artists in the web3 space - with a focus on concepts of ownership, narrative and one’s identity on the blockchain. @elliepritts.lens @dannydaze.lens @timsaccenti.lens @lindadounia.lens @fingacode.lens @p1xelfool.lens @jimmyedgar.lens @andrewthomashuang.lens These works are collectible exclusively on @lensprotocol and mark the launch of our creative partnership with Lens on-chain. For this inaugural event, all editions will be accessibly priced for all audiences to enjoy. Anyone with a wallet can participate. Be sure to have some WMATIC ready to go in your wallet to collect! Collect the works here: https://gallery.refractiondrops.com/ Learn more and hear from some of the participating artists on today's conversation at 2 PM EST https://twitter.com/i/spaces/1nAKErnlZWXGL?s=20
Gitcoin is evolving 🦋 Gitcoin Grants will continue to be a public good on which the web3 ecosystem can rely. Soon, though, we’ll also be launching a concurrent offering: Grants Protocol 🍃 https://go.gitcoin.co/blog/introduction-to-grants-protocol
Bloom into a new era of social 🌿 What will you build?
We’ve teamed up with Lens to provide better social experience and features on Zerion. 🌿 You can now search, follow, and send tokens or NFTs to a Lens profile (ex. stani.lens). To celebrate, we’re giving away amazing prizes each week for our Zerion DNA holders: → 2 Zerion Genesis NFT Card (Common - gives you zero fees until March 26, 2023) → 2 Zerion Genesis NFT Card (Rare - gives you zero fees, forever) → 1 rAAVE tickets for DevCon' 22, Bogota This is a 4-week campaign, so you have multiple chances to win! 🛂 How to participate: 1. Claim your Lens profile: claim.lens.xyz 2. Set your Lens pfp to your Zerion DNA. Learn how to get DNA: https://zerion.io/dna/ 3. Follow Zerion on Lens: https://lenster.xyz/u/zerion.lens 4. Click “Collect” (4th button underneath this post) for 0.69 wMatic 5. You can “Mirror” this post (2nd button) and earn 4.5% commission on every referral collector attributable to you We’ll randomly choose the winners who followed all the steps above correctly and announce them in the comments. 💬 Stay tuned for our next post! @lensprotocol