Emmanuel (@emmanuel) • Hey
emmanuel.lens
Publications
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
Make your own 'Made on memester' meme at https://memester.xyz/create/editor/0x011531-0x3a
- Built on @宣城小科比
- Mac Miller - Surf Acoustic Cover (5/9/2020)
Surf has been one of my favorite Mac Miller songs since it came out 🌊
Originally posted on May 9th 2020, this cover is one of the most popular videos on my YouTube channel 🎶
Free collect for subscribers 🌱
- Really appreciate the feedback. We are aware of the name situation and are actually rebranding today.
I think our work in the space goes a long way and not many people realize how vital we have been to the ecosystem.
I agree we definitely got work to do on the UX side and some intersting things are coming there over the next week to bring us up to speed with some of the other apps.
However if you look at what music has been released and which artists have entered the space over the last couple of weeks and months you’ll see we got our handwriting on 90%+ of them.
Community work goes a long way too and neither Orb nor 🦋 have brought in even a single musician over the last few months 😉
- 保持终生学习的习惯，可以让自己每天都生活在获得感当中，人需要学习，就好比AI需要新的信息输入一样，处理信息是人的第一属性。
- Last Mile DeFi 01: DeFi's opportunity to empower disenfranchised communities with Nico Gallardo
Today I am launching episode 01 of the Last Mile DeFi podcast, where I speak with @nicnode.lens from Bolivia. 🇧🇴
In this episode of the podcast, I had the pleasure of speaking with Nico Gallardo, a builder in the crypto ecosystem who shared his experiences coming from Bolivia, where crypto interaction is forbidden. We explored the similarities between Bolivia and Guatemala in terms of their governmental, economic, and geographic backgrounds, as well as the lack of financial infrastructure in rural areas.
During our conversation, Nico shared his journey towards becoming a builder in the crypto space and his thoughts on Bolivia's decision to prohibit crypto interaction. We delved into how people in Bolivia are currently using crypto and what the future of crypto looks like in the region. We also discussed the importance of building organic communities and the role that Eth Kipu, a post-Devcon community of communities across Latin America, plays in this process.
Nico also shared his thesis on how crypto is particularly well-suited to address the massive financial challenges that exist on the continent and the key role that decentralized social plays in onboarding the next billion people into the crypto ecosystem. Although the audio and video quality of the live recording wasn't as high fidelity as we would have liked, I believe that this conversation is a must-listen for anyone interested in the future of Latin American builders.
Learn more: https://marcus.mirror.xyz/0fk5S6j2tRJe37J-8rXU7VOh2e3uwPF3rbJ_7UumP88
- arb的价格会到多少呢？肯定会有一个高点和低点，但是我想绝大多数人都没有办法捕捉到真正的高点和低点。但是如果不看短期，看长期的话，arbitrum发型代币之后，大概率生态继续加快发展，尤其是EIP4844之后，市场炒作的标的除了OP就是ARB，而ARB大概率会被定义为L2龙头，从而获得更高的溢价。
- gm 🌿☀️
- 终于突破了1700粉丝
恭喜自己 也感谢兄弟姐妹们的支持
今天在逛推特，在土哥的推上发现一个干货分享给大家
每个人都想买到百倍币，但选币成为难点
下图总结了百倍币的大部分特征提高成功率
最后还是LENS，在帖子下方留言
我们 一起互关起来，陪LENS一起壮大
- What to do the next 7 days?
We've got you covered. 🎁
Stay tuned @orbapp.lens 👀
- ▓▓▓▓░░ 71%
Arbitrum's $ARB is coming this Thursday 🦅 🔵
77% of my audience got this airdrop. Congrats everyone, BTW ⚡️
26% is holding no matter the price, and 50% is not selling below null.25.
What is the purpose of the ARB token? 🧵👇
1/11
✅ ABOUT PRICE
I was thrilled to see that almost 80% of the people who voted in my Twitter poll got this airdrop. It's a huge sample of 7300 people
Very happy that so many people are getting their first airdrop, there are 625,143 wallets eligible
https://twitter.com/OlimpioCrypto/status/1636357015684481024
2/11
✅ ABOUT PRICE
In my second poll, 26% is holding.
Only 22% are selling below null.25.
https://twitter.com/OlimpioCrypto/status/1636771668206006272
3/11
✅ ABOUT PRICE
There is also an informal OTC market for ARB, I've seen prices from null to null.50 there today. (image attached)
4/11
✅ ABOUT PRICE
Another speculative price point can be found in protocols like PrePO, where people are betting ARB's FDV on $14.4B (one week after token launch), which is around null.50 per token. (image attached)
5/11
✅ ABOUT PRICE
If you want to have some fun, read this price scenario speculation I posted a few days ago. Don't take it too seriously!
https://twitter.com/OlimpioCrypto/status/1636771626560765969
6/11
✅ TOKENOMICS
• Team & Future Team + Advisors: 26.9%
• DAOs in the ecosystem: 1.1%
• Individual wallets: 11.6%
• 42.8%: DAO Treasury
• Investors: 17.5%
Total supply: 10B tokens
7/11
✅ VESTING
Total Supply schedule
• User & DAO airdrops will be available on Thursday
• Investor & Team tokens have 4-year lockups (1 year cliff)
• First unlock: in one year, then monthly linear unlocks
🔗 Source: https://docs.arbitrum.foundation/airdrop-eligibility-distribution
8/11
✅ GOVERNANCE
• Self-executing governance:
This means that DAO votes will have the power to execute autonomously on-chain. No need for a central authority to "process" DAO decisions
9/11
✅ GOVERNANCE
• For emergencies: the Arbitrum Security Council
A 12-person multi-sig that will be able quick action in case of emergency. 9/12 votes needed. This could be used, for example, to patch a vulnerability
Elections for the Council are held twice annually.
10/11
✅ GOVERNANCE
• $ARB tokens govern both Arbitrum Nova and Nitro
• Voting power is determined by the number of $ARB held
• You can delegate your voting power to others (like olimpio.eth 😉🏛️)
11/11
✅ ARBITRUM "ORBIT"
Orbit will allow developers to easily and permissionlessly launch their own Layer 3 (L3) blockchain in the Arbitrum ecosystem
• L3s can be launched with no DAO approval
• New L2s that want to fork Arbitrum will be able to do it after DAO approval
Stay tuned, I will keep you updated
⚡️ Join instant alpha telegram Alerts: https://t.me/OlimpioAlpha
- Epic podcast to follow @theblockchainsocialist.lens
- layer2如果发行token，然后可以赋予代币的质押者以某种价值捕获机制，这样的话，layer2的代币才具有真正的价值，不然的话就是一个用于投票的空气币。
- 因为我持续关注staking和web3 social领域，我能看到的是staking肯定是下一阶段持续创造大量价值的领域，尤其是具备价值捕获能力的LSD协议，而这种协议其实是非常少的。web3 social领域我还看到lens生态项目在不断快速迭代中，相信其用户体验将会持续提升，web3 social肯定会在未来某个时间点爆发的。
- 现在就是非常好的build周期，把握住这个周期，等待下一个周期基础设施更加完善，用户规模更加庞大，市场热度再次起来的时候，就能够最好享受到市场周期所带来的红利。
- 熊市是最好的build时间，为什么？这是非常简单的道理，就好比熊市是最好的投资布局的时间一样，熊市给了项目团队打造最好产品的时间，等待牛市来临的时候就是一飞冲天。
- 时代大变局之下，每个人都是微尘
- 去中心化交易所这种生意模式的问题在于用户没有粘性，你永远不知道未来几年它会怎么发展。人们可以在不同的交易所之间进行比价，因为提供的服务其实是同质化的。人们会形成某种交易的习惯，但是用户的转移成本几乎没有，这是主要问题。
- GMX的年华收入是5000万美元，这是可以分给gmx的质押者的，赚取的是真金白银。现在的流通市值是6亿美金，fdv是9.4亿美金，感觉上估值也不是很高。了解不多，应该多了解一下它的底层机制和竞争对手，再来谈估值问题。
- GMX协议会给token $GMX的质押者提供30%的手续费收益，为什么它能够做到这一点而uniswap做不到？
- AI对于搜索引擎商业模式的确是颠覆性的，它将人类获取信息的精准度提高了一个量级，同时改变了流量的入口，以前人们通过谷歌搜索进行搜索，现在人们在AI网站进行搜索。信息的变现模式从广告变成了订阅式。
- AI对于搜索引擎商业模式的确是颠覆性的，它将人类获取信息的精准度提高了一个量级，同时改变了流量的入口，以前人们通过谷歌搜索进行搜索，现在人们在AI网站进行搜索。信息的变现模式从广告变成了订阅式。
- 如果一个投资机会你不敢基于理性和审慎评估后重仓的话，那这个投资机会（如果是的话）就不是你能够把握的，这是不属于你的机会。
- rocketpool的atlas升级完成后，可以用 10.4 ETH的投资来铸造价值 16 ETH 的 rETH，而不是需要 17.6 ETH的投资来铸造价值 16 ETH 的 rETH。这是每单位 NO 投资铸造的 rETH 的约 2.5 倍。希望这种效果连同其他 RPL 努力足以使协议仅受 rETH 需求的限制，而不是受 NO 可用性的限制。
- 有一些人建模去计算RPL/ETH的ratio会到什么位置，我想这是必要的，但是是不够的。因为市场动态变化，协议也在动态变化中。其中的假设条件很可能在未来会和现实严重偏移。总体而言，卖出RPL的最佳时点在于ETH的质押率已经很高，ETH的价格也很高，rocketpool的市占率也处在高位的时候。现在还远不是那个时候。现在这三个条件没有一个是具备的，所以不管现在什么价格卖出未来都会为之后悔。
- 如果rocketpool最终部署LEB4，意味着只需要4个ETH就可以为28个ETH提供验证服务，赚取这28个ETH的质押佣金，同时自己的4个ETH同样会有正常的质押收入。这是巨大的杠杆，现在是16:16，杠杆倍数只有1，未来杠杆倍数为1:7。预计会有很多人愿意运行node。3月份部署LEB8以后，杠杆倍数为1:3，也很不错了。
- 研发支出占比也从去年同期的9.7%下降到8.6%。
一般及行政开支占比下降了0.9个百分点，这两点下降都解释为经营杠杆的提升，这可以解释，毕竟存在规模效应，且其绝对值还是增长的。
但是营销开支的绝对值是下降的，这是否就是导致了公司的用户数量增长缓慢的原因？
也是公司财报利润数据好看的原因？
换句话说，三季度，美团更加专注在做利润，而不是做用户规模？
- 美团控制了三季度的销售和营销开支，百分比从去年同期的23.3%下降到17.4%，下降了5.9个百分点，如果维持23.3%的比例的话，那么营销开支将会在现有基础上增加37亿元。
- emmanuel.lens
- Beware the bearers of FALSE gifts & theirBROKEN PROMISES.
- 💚💚💚
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!**
- Decoding in progress ..... 👀
Soon!