easter (@easter) • Hey
easter.lens
Publications
- 80% of the internet is video. When traffic became cheap, the video era came. Now videos occupy a lot of time of users. In the Internet field, time is money. In the video era, the super giant Douyin/Tiktok was born, as well as Kuaishou and Tencent short videos.
The same is true in web3 social, video applications will also become killer applications, and livepeer will obviously benefit from this.
https://twitter.com/Livepeer/status/1650582495627190275?s=20
- 80%的互联网是视频。当流量变得便宜的时候,视频时代就来临了,现在视频占据了用户的大量时间,在互联网领域,时间就是金钱。在视频时代,诞生了抖音/tiktok这个超级巨头,还有快手,还有腾讯短视频。
在web3 social是同样的道理,视频应用也将会成为杀手级应用,而livepeer明显将受益于此。
https://twitter.com/Livepeer/status/1650582495627190275?s=20
- 未来拿OP Stack或是OP Stack Fork发的Rollup Chain越多,OP超级链就越有可能变成一个类似无需插槽拍卖,自带通信协议,完全异步可组合的“类波卡”架构,虽然这个愿景还离得很远,但画的这张饼也是真的香。OP也凭着OP Stack的叙事一举跟Arbitrum那边如火如荼的Defi创新斗了个平分秋色,研报写到一半Arbitrum也发布了Orbit,我就说这么大的一块肥肉Arb不可能不吃,果然发币+新项目一气呵成,OP VS Arb又有的看了!
https://medium.com/@ABCDE.com/cn-abcde-%E9%A6%99%E6%B8%AF%E5%A4%A7%E4%BC%9A-%E9%87%8D%E6%96%B0%E6%80%9D%E8%80%833%E4%B8%AA%E7%83%AD%E9%97%A8%E8%B5%9B%E9%81%93-14a3f996f10f
最后l2的竞争是对开发者的竞争,开发者选择哪一个rollup,决定了谁能胜出。
- The business model of stable currency is very good, and its profitability is also very strong. It is essentially a money printing business. People deposit money into the account of the stable currency provider and then get the printed stable currency. Stablecoin providers can get free money, which can be used to invest in highly liquid and low-risk assets. Obtain stable investment income. This is much better than the model of insurance company float.
- 稳定币的商业模式是非常好的,盈利能力也是非常强的。本质上是印钱的生意,人们把钱存到稳定币供应商的账户中,然后拿到印出来的稳定币。稳定币提供商可以拿到免费的钱,拿着这些钱可以去投资高流动性和低风险的资产。获取稳定的投资收益。这比保险公司浮存金的模式要好太多了。
- The value of protocol tokens is essentially derived from the value created by the protocol, and these values are ultimately shared by token holders. This kind of valuation model is actually no different from stocks. Those who think that crypto has a certain speciality do not understand what value is.
- AI时代的稀缺资源是什么?稀缺资源代表了不断增长的价值,稀缺资源是优质资产。我知道如果web3 social的时代会到来,那么对应的稀缺资源就是优质的域名。但是我不知道AI时代的稀缺资源是什么。是底层的系统么?
- 美联储主席鲍威尔和他的同事们本周将面临多年来最艰难的抉择之一:是再次加息以对抗顽固的高通胀,还是面对2008年以来最严重的银行业危机暂时休整。
- 从推特上面的一些关于web3 social的评论来看,大家对于web3 social的认知还存在巨大的差异和分歧,有很多人认为web3 social没有发展前景,web2 social已经很好了。市场共识尚未形成的时候,如果我们能够拥有正确的认知,就会拥有很大的优势。
- 而人们为什么愿意质押更多的GRT进来呢?是因为查询费快速上升,总量变得比较可观,使得质押收益率比较高,这个时候才会有更多人愿意质押GRT进来。
- 如果没有费用价值的增长,那么这种挖矿模式将会使得代币的价格一蹶不振,因为本质上就是一个没有外部价值注入的旁氏。
- 如果没有费用价值的增长,那么这种挖矿模式将会使得代币的价格一蹶不振,因为本质上就是一个没有外部价值注入的旁氏。
- 从这些激励和惩罚措施的细节中可以看出,thegraph团队非常聪明,非常懂得如何运用代币的激励和惩罚措施去构建一个去中心化的系统。最终实现以较低的增发率完成协议的启动,未来随着收入的上升,质押率也将会随之上升,质押收益率不会大幅减少。
- 增发的代币全部用来奖励网络参与者,本质上就是通过稀释非网络参与者的代币持有人份额来补贴和激励网络参与者,久而久之,会变成绝大多数代币持有人都成了网络参与者,共同构建去中心化网络并且分享网络所创造的收益。
- GRT每年3%的通胀率所增加的GRT都奖励给了indexer,然后在indexer和deligator中间分,curator本身赚取的收益是查询费的百分比,貌似是10%。因为并不是所有GRT都质押了,所以indexer和deligator所能够分得的收益率是要远高于3%的。
- 这种机制设计,使得人们会更加谨慎评估应该委托哪个indexer,然后也会更加谨慎地选择是否撤回,整个质押池子是很稳定的。
- thegraph的代币经济学很有意思,每当委托人在网络上委托 GRT 时,都会征收 0.5% 的委托税。如果委托人选择撤回其委托的 GRT,委托人必须等待 28 个纪元的解绑期。每个纪元有 6,646 个区块,这意味着 28 个纪元最终大约需要 26 天。
- 这个模式有点像rocketpool,我觉得未来rocketpool本身都可以通过这种方式降低节点运营商的资本门槛。降低节点运营商的ETH数量要求,同时把质押RPL的角色抽象出来,可以由节点运营商自己质押,也可以由RPL的持有人质押,这样就可以让没有那么多资本的人加入rocketpool运行节点,同时赚取佣金和通胀收益。
- 因为在项目成长的初期,佣金的收益率并不足够,每一个minipool有4个ETH是节点运营商提供的,另外的28个是staker提供的。假设质押收益率是5%,佣金率为10%,那么全年佣金是0.14ETH,相对于4ETH的佣金收益率是3.5%,要在节点运营商和委托人之间分成,显然这激励是不够的。那就要通过增发$SWISE来补充,其实增发大概5%左右就足够了。
- stakewise的代币模型应该这样设计:必须要质押一定的ETH才能成为节点运营商,比如4ETH,可以在后面版本中减少这个资本要求,但不可能降为零,必须要满足正常slash事件的金额要求。然后增加一个委托人角色,委托人可以把$SWISE委托给特定的vault,并赚取佣金分成收益,节点运营商可以定义自己的vault的佣金分成比例。除此之外,节点运营商和委托人也可以赚取$SWISE的通胀收益,且节点运营商也可以设置分成比例。
- 在设计代币经济模型的时候,放弃通胀模型其实是放弃了可编程金钱的最大威力,那就是激励。激励运用得当可以让整个协议运作良好,驱动更快的增长。通胀模型在现实世界中也是更好的模型,硬顶的模型也可以,但是必须要设置递减挖矿模式。
- 从长期来看,最好的投资是在项目还比较小的时候进行投资,然后一直拿到项目长成参天大树的时候,这种投资的回报倍数是最高的,对于初期的项目判断要求也是最高的。
- 在crypto做波段投资是非常困难的事情,因为价格的变化很快,最好的办法还是找到非常具备增长空间的早期项目,并且该早期项目已经建立了正确的商业模式和比较明显的竞争壁垒,所需要做的就是实现未来持续的增长,这种比较容易拿得住。
- Smurfs are blowing up Web3! 💥
We've now got over 82k wallets connected 📈
Yesterday, we dropped close to 30k loot boxes to our community with close to 100k ingredients 🪂
Did any of the legendary ingredients make it into YOUR wallet? 👀
- I'm having a lot more fun on Lens than I ever had on Twitter.
Started posting some Lens only / Lens first content via @pooltogether.lens and will continue doing so🫡
- Lens feels like a garden 🪴 I really like the fact that its very web3 native audience but at the same time can discuss about causal things and post pictures of fries
- DeFi Lens, what has been exciting book you read about finance or economics? Stacking my reading list now for the upcoming months of travel
- I told him I had reached 1k Followers on Lens 🌿
(as someone who up 'til now hasn't "done" Social, I'm kinda giddy. lol)
....He didn't believe me. 😂
Thank you to everyone who has followed me! I appreciate it a ton! 😻
- Who's the DeFi GOAT? Tag them below
- Smurfs are blowing up Web3! 💥
We've now got over 82k wallets connected 📈
Yesterday, we dropped close to 30k loot boxes to our community with close to 100k ingredients 🪂
Did any of the legendary ingredients make it into YOUR wallet? 👀
- Lens feels like a garden 🪴 I really like the fact that its very web3 native audience but at the same time can discuss about causal things and post pictures of fries
- I'm having a lot more fun on Lens than I ever had on Twitter.
Started posting some Lens only / Lens first content via @pooltogether.lens and will continue doing so🫡
- DeFi Lens, what has been exciting book you read about finance or economics? Stacking my reading list now for the upcoming months of travel
- After the share transfer is completed, Yuhua Education has basically become a debt-free private higher education company with strong cash generation capabilities. At the same time, once the problem of transferring to a for-profit school is resolved, catalysts for valuation improvement will be released one after another.
- Creditors are willing to buy it at a price of HKnull.65, and the price-earnings ratio is about 5.5 times (net profit is calculated at 1.15 billion) based on the valuation after the conversion of HK$7.4 billion.
- According to the latest data, Yuhua Education’s Hong Kong Stock Connect shareholders hold 22.72% of the shares, and major shareholders hold 54.03% of the shares. A total of 76.75% of the shares will not be traded during the closure of the Hong Kong Stock Connect.
- 转股完成后,宇华教育基本上变成了没有债务的民办高等教育公司,拥有强大的现金创造能力。同时,一旦转盈利性学校的问题得到解决,估值提升的催化剂会陆续释放。
- 债权人愿意按照1.65港元的价格买入,按照74亿港元转股后估值,则市盈率为5.5倍左右(净利润按照11.5亿计算)。
- 根据最新数据,宇华教育的港股通股东持股比例达到22.72%,大股东持股54.03%,合计有76.75%的股份比例在港股通关闭期间不会交易。
- 目前lenster上面collect所创造的平均收益是17.4个matic/profile,这个成绩很了不得。lens是没有中间商赚差价的内容销售平台。
- 宇华教育在2021年10月份按照4.19港元配售2.2亿股,然后2022年2月又不派息,民办教育促进法和公司的各种骚操作把资本都吓跑了。配售的资金用途是为了把现有的k12学校转型为高等职业学校,湖南涉外经济学院的新校区建设等。
- today is what we can handle
- Good old UK garage will never let you down https://open.spotify.com/track/2HStGirSZokbjdi1xU1QCW?si=4ac9bb4d726d4779
Did you know that Daniel Bedingfield has a Lens profile 👀
- More garage for Thursday https://open.spotify.com/track/0QumpjZOPu1d7nMJMBIZ2H?si=c21143c11d20490e
- holiday