hurdle.lens (@hurdle) • Hey
Those who are diligent in learning are willing to teach.
Publications
- 从rpl和ldo的二级市场走势就可以非常明显地看出，没有价值捕获能力的代币其长期价值是没有任何支撑的，只是作为激励协议增长的工具而已，是补贴的实际支出方。
聪明的资金不应该把资本配置到这样的项目中，因为协议增长所带来的价值和代币没有半毛钱关系，甚至是负的关系，因为协议的增长是以牺牲代币持有人的更多利益为代价的。
从这个角度思考，现在的crypto投资领域还非常早期，因为市场上存在大量的投资者对代币经济学还没有足够的重视，对价值捕获机制的重视程度非常低。这对于我们来说是好事。
虽然我不对代币进行做空，但是知道了价值支撑对于代币长期价格的支撑极其重要，这可以让我少走很多弯路，少踩很多坑。
- 协议代币的价值本质上来源于协议所创造的价值，并且这些价值最终由代币持有人分享。这种估值模型和股票其实是没有什么两样的，那些认为crypto就拥有某种特殊性的人，是不了解什么叫做价值。
- Children's brain development has a lot to do with new information input. When a child enters a new environment, the richness of information input increases significantly, and the brain develops rapidly. This is very similar to the situation in which the parameters of a large language model increase substantially, and the development of human intelligence largely depends on the richness of information.
- 小朋友的大脑发育和新的信息输入有很大关系，当小朋友进入到一个新的环境的时候，其信息输入的丰富度大幅增加，大脑的发育也在快速发展。这非常类似于大语言模型的参数大幅增加的情况，人类智能的发展很大程度上取决于信息的丰富度。
- **Web3 Wednesdays: Music NFTs** 🎶 **— Open Edition**
Ahead of NFT.NYC, we discussed Web3 music with @coopahtroopa.lens, @levychain.lens, @invinmusic.lens, @spinamp.lens, and @evgeth.lens — hosted by @abishek.lens
Collect the full episode over the next 24 hours and play it in your Zerion Wallet whenever you want.
- Our future depends on the collection of all the choices we have made in the past and the superposition of multiple effects. Of course, the quality of the choice already includes the result of interaction with the environment. The choice cannot be discussed independently. It must be based on the interaction with the environment and the situation at that time. Comprehensive analysis.
- 我们的未来取决于我们过去所做的所有选择的集合以及多重效应叠加，当然选择的质量已经包含了和环境互动的结果，选择不能独立讨论，它必须建立在和环境的互动，以及当时情境的综合分析。
- eigenlayer将在多大程度上提升eth的质押收益率，现在是不明确的，因为现在还太早期了，还没有太多的参考数据。
- wip: Generative art based on your lens profile stats and activity. The more followers you have and become more active the more dynamic and colorful the generative art becomes. coming soon!
drop your handle below below if you are interested 🙂
- Most importantly, don't underestimate yourself. When the self-limitation is turned on in our brains, we will find that the world can be wonderful, and the vector of possibilities is almost infinite.
- 最重要的是，不要小看自己。当我们的大脑中打开了自我的设限，我们就会发现世界可以很精彩，可能性向量几乎是无限的。
- Everyone has their own way of life, and everyone has their own strengths. If you limit yourself to a certain role, you are actually limiting yourself. If you make a slight change, you will find that the world is very big. Your own possibilities are also basically limitless. There are rules in this world, but as individuals, we should not set limits on ourselves, but challenge our potential.
- 每个人都有每个人的活法，而且每个人都有每个人的长处。如果把自己限定在某个角色中，其实就是自我设限，如果稍微做出改变，会发现世界很大。自己的可能性也是基本上是无限的。这个世界有规则，但是我们作为个人不要给自己设限，要挑战自己的潜能。
- CRYOTOKO@memester-xyz.lens
Make your own 'Distracted Boyfriend' meme at https://memester.xyz/create/editor/0x018d8f-0x12
- @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- lens的最终扩展性瓶颈在于其所在的区块链的扩展性，web3 social要真正迎来大爆发必须要等到以太坊实现扩容之后，交易费用大幅降低，TPS大幅提高。
- Most people's crypto project analysis frameworks do not take value capture as the most important factor for analysis, but more qualitative analysis from narrative, trend, sentiment, etc. A narrative without value support will not go far. When someone is bragging about the grand prospects of a token without value support, I know that this person actually does not understand value investing.
- Most people's crypto project analysis frameworks do not take value capture as the most important factor for analysis, but more qualitative analysis from narrative, trend, sentiment, etc. A narrative without value support will not go far. When someone is bragging about the grand prospects of a token without value support, I know that this person actually does not understand value investing.
- 绝大多数人的crypto项目分析框架都没有把价值捕获这件事情当做最重要的因素来进行分析，更多的是从叙事、趋势、情绪等定性分析。没有价值支撑的叙事是走不长远的，当别人在吹嘘一个没有价值支撑的token的宏大前景时，我就知道这个人其实并不懂得价值投资。
- The price of the lens profile continued to rise sharply, hitting new highs. At present, the FDV of all lens profiles is equivalent to about 20 million US dollars. At this valuation level, the potential airdrop value of the lens is not fully reflected. The total value of the airdrop of Lens will definitely exceed 20 million US dollars, so this is actually an opportunity to show your cards.
- lens profile的价格继续大幅上升，创出新高。现在所有lens profile的FDV相当于2000万美金左右，在这个估值水平上，其实还是没有完全体现出lens的潜在空投价值的。lens的空投总价值肯定会超过2000万美金，所以其实这是明牌的机会。
- 深度研究的价值在crypto领域其实非常有性价比，可以让你领先于市场发现某些投资机会，或者让你敢于重仓某些机会。然后等待时间的见证，最终可以让我们收获超额收益。
- The value of in-depth research is actually very cost-effective in the crypto field, allowing you to discover certain investment opportunities ahead of the market, or allowing you to dare to take heavy positions in certain opportunities. Then wait for the witness of time, and finally allow us to reap excess returns.
- 深度研究的价值在crypto领域其实非常有性价比，可以让你领先于市场发现某些投资机会，或者让你敢于重仓某些机会。然后等待时间的见证，最终可以让我们收获超额收益。
- 深度研究的价值在crypto领域其实非常有性价比，可以让你领先于市场发现某些投资机会，或者让你敢于重仓某些机会。然后等待时间的见证，最终可以让我们收获超额收益。
- 虽然过往我们发过的具体内容可能会忘记，但是当我们针对同一件事情或者是人进行评价的时候，我们的结论和很早之前发表过的观点和文字，其实存在着高度的一致或者相似。我们在发文字的同时也在梳理我们的想法，从而形成更加清醒的脑回路，在未来的某一天我们将会在大脑中对同一事物产生回想。
- 中国必须要在2023年放开动态清零，因为来自人民和底层的力量已经足够强大到推翻这个政策，和这个政策对抗不合作会让动态清零名存实亡。
- 最近频频出现的人民反抗清零政策的新闻，让我们看到了希望，人民并不是麻木不仁，而是在积蓄力量发出自己的声音，维护自己的权益。
- 看了普京慰问牺牲士兵的母亲的视频。
想打仗的都是政客，而死掉的都是普通老百姓的儿子们，
如果你主动送上自己的儿子上前线，
那么如果他死掉了，那你是不是咎由自取？
- we learn everyday to become a better man/woman
- ✨ A New Skill is Live! ✨
Get your L2 Explorer Creds and mint a free NFT on Quix!
We launched this Intro to L2 Credential to guide you through some of Optimism’s core platforms. By earning this Credential, you’ll learn how to bridge funds to Optimism, swap tokens on Uniswap, and mint a free NFT on Quix!
https://app.rabbithole.gg/skills/intro-to-l2
There are no requirements to complete this Skill, so jump in to get started!
The tasks:
• Bridge ETH to Optimism on Hop
• Swap ETH to OP on Uniswap
• Mint a “RabbitHole L2 Explorer” NFT on Quix
We hope you have fun trying out the L2 ecosystem and experimenting with this promising approach to ETH scaling! Solutions like these are what will eventually allow web3 to scale worldwide, so better get acquainted early!
Happy minting!