niubikelasi .bnb (@ilovwyou) • Hey
6666
Publications
- 这是一个整体市场，而不是单一的，例如比特币品种可以认为是大盘的指数，但是市场中小众的韭菜 大部分都是山寨，现在市场的山寨杠杆非常非常的干净，抓住机会吧
思考下为什么比特币这次干到5万6 但是山寨基本全部没有新低，这是一个整体市场，也是一个单一市场。
- https://sanc.tm/w?ref=BDX224 sanctumso是solana的聚合流动性协议，共完成610万美元融资，之前在jupiter第二轮LFG投票中获得第一名
INF是sanctumso推出的sol流动性质押代币。
目前有一个积分活动，把SOL换成INF，可以获得积分；INF可以存入kamino、solend等借贷协议，也可以去meraora组LP，再赚一个相应的积分或空投支票。
- 明天和意外真的不知道哪个先来.....
- 姐姐祝你五一快乐
假如你能回到去年五一你会怎么做？
- 天呐～真烦啊
起大早开车到公司
腰酸背痛大腿抖到现在
今天不能多睡真的太累了
高强度啪啪后真的不能上班
还有你真的是他妈的大傻b
对顶子宫口真的有什么执念吗
不用插那么深也超爽的好不好
顶到太深…酸疼的又不是你
- 注意力@Optimism生态系统
Velodrome 正在为顶级生态系统对提供卓越的交换执行，但尚未被@0xProject或@1inch整合。
如果您正在进行市场营销或运行机器人，请确保使用 DEX aggrator 或@odosprotocol以获得最佳效果。
- $Saga 算是本年度第一个launchpool的cosmos生态项目
初始流通9000万，竟然给了币安新币挖矿4500万。
这波 $BNB 不得起飞？！@binancezh
- 利好btc，我曾经说过，铭文是比特币的bug,铭文是用来做空btc的，铭文怂，比特强，下架铭文nft直接利好btc，下架ordi和sats，btc一口气拉到15万U
- 融资2050万美金的稳定比协议可以做下 目前用户不足八万 碎片活动将于近期截止
app.ethena.fi/join/9if4f
- Gm fam
It the beginning of something big …
$TWTR 🚀
- 交互项目 @lensterxyz
Lenster 是一个社区构建的去中心化、无需许可的社交媒体应用程序，基于
@LensProtocol
融资1500万美金 背景 aave团队 社交龙头
https://www.coindesk.com/business/2023/06/08/aave-developed-lens-protocol-raises-15m-to-expand-social-layer-of-web3/
1.拥有lens镜头
2.参加生态项目测试 如phaver lenster 等 丰富自己的镜头数据
- 交互项目 @DeBankDeFi
Web3 原生通讯工具和最佳 Web3 投资组合跟踪器，涵盖所有 EVM 链上的所有代币、DeFi 协议、NFT。
2021年12月完成2500万美元A轮融资 有大佬透露今年第四季度发币、
交互策略
1.领取徽章 https://debank.com/badge
2.开通DeBank Layer2账户 支持非eth网络充值，费用很低 https://debank.com/account
3.体验它的web3通讯功能 可以来这里和我对话 互关 https://debank.com/hi/0xfdd7cf541912de5c6608b44c125b19d4c5211e24…
4.来这里发贴 https://debank.com/stream
- 交互项目
@aki_protocol
融资4000万美金
连接 Web3 点：以影响者为中心，数据驱动
1.做平台推荐的任务 任务基本都有奖励偶尔搞个几百刀的可能性很大 交互记录+++
2.每个季度一次的平台徽章 一般都是它自己搞的活动每季度1000个
3.推荐用户，获得季节性安艺徽章
最近的活动可以搞下 https://akiprotocol.io/airdrop/claim/gxN1Q9E1QTOTim7NoQD0?ref=532ad416-aad0-47e0-bb97-a1d097922284
- diva空投 https://claim.diva.community
sid域名二次空投 https://space.id
debank的徽章30日结束 https://debank.com/badge/1
holograph可以免费领个nft 然后跨链交互L0 https://app.holograph.xyz/
- tomi不错啊
- 垃圾sui ctm
- 卧槽大暴跌
- I can’t read the first part lol 🥲
- 永恒牛市 吼吼吼
- kkeke'lke'lu克鲁su苏
- gm Lenster fam 🌸
We are excited to announce the launch of our new Snapshot voting feature. Now you can have your say on important community decisions by simply voting from Lenster.
If you paste any Snapshot URL, it will turn into an interactive widget where you can vote for a proposal. You can also use it with your Lens follower NFTs by configuring Snapshot strategies 🚀
Vote us below if you like this feature 😉 https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718
- 巨大的泵ing
- 古德奈特
- 60 second love affair
help my find my future wife x
- Love how @buttrfly.lens implemented the comment ranking via toggle between Relevant and Latest 🦋
- Crazy Podcast Idea!
ft @vibing.lens @leopastel.lens @chriscomrie.lens
#bytes #lmcc
- 通用汽车 巨大的泵
- gm
- @bankless.lens is one of the earliest major media companies on @lensprotocol and have been growing consistently since they started posting.
They've had a very simple but effective strategy: cross-post video clips from TikTok/Twitter regularly and sharing images and updates. Simple stuff they are often already posting elsewhere.
The results speak for themselves as they've grown their following consistently to nearly 9K followers in just a few months, which we can see thanks to @mcsquared.lens 's Lens Profiler Dune Dashboard https://dune.com/xmc2/lens-profiler?handle_t6b8d2=bankless.lens
They've posted 206x since they created their profile back in ~Sep '22
Since then they've grown to nearly 9K followers, with the rate of new followers increasing
- totontong'ytong'yotong'yong通用qqiqi'cqi'chqi'che汽车 jju'dju'daju'da'dju'da'deju'da'de'bju'da'de'beju'da'de'benju'da'de'beng巨大的泵
- ✨ **Introducing Glass Protocol ✨**
gm lens fam ☀️ For those of you that don’t know us, we’re building a protocol for decentralized video on Ethereum.
We’re passionate about video. We believe in having true ownership over the videos you make, how they’re seen, and how they’re monetized. That’s why we’re building an open, permissionless protocol for owning, distributing, and building communities around video.
And that’s why we’re constantly experimenting and building with new Web3 communities to help us further our mission… which brings us to Lens. We’re excited to build more ways for the video creators in the Lens community to create amazing videos with Glass.
Oh—and one more thing. We just announced The Glass Pass, an NFT that represents your creator identity, and your key to owning and creating videos on Glass. You can read more about it here: https://blog.glass.xyz
And to show our love to the Lens community...
🏆 **Anyone who collects this post will be recorded on The Glass Pass claim allowlist** 🏆
And if you vibe with our mission, check out our Manifesto: https://glass.xyz/manifesto
People who **sign it and** **share it to Lens** will also get early access to claim The Glass Pass.
We’re excited to be here and can’t wait to share what we have in store! We're just getting started✌️
#genesispost
- I just signed the Glass Manifesto and got early access to claim The Glass Pass. See you on @glassxyz.lens :
https://glass.xyz/manifesto
- what's your most underrated post or comment?
(... you would like to get more feedback)
I'll start with https://lenster.xyz/posts/0x017566-0x05
- Join The Pack
#LMCC & Be Rewarded
- I can be repetitive, but short-term goals and easy wins are like buying lottery tickets.
When things look too easy, there is a trick.
The long-term vision is the only one that we can afford.
Look for actual value, have a solid base of principles you believe in, and don't get caught in the FOMO trap.
We will only sometimes have a second chance.
- $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
- Gm lens
- https://mirror.xyz/0xc9f6977cF31F9deCdD2c24DF92aa621e4259469B/xV-7bVxefecUDYFwWleUDn4XqYgzCw4pL8ls8RzuA2M
starknet的第一次投票 成本几美金 先梭为敬
- 人生不过片刻的欢愉，片刻的痛苦，剩下的就是似水流年的虚无
- what next?
- This is Lenny
- looks like telegram sticker @lensprotocol_ru
- 原地空 住皇宫
- 🌅
- 通用汽车 巨大的泵
- 🌿
- https://mirror.xyz/0xfDD7CF541912dE5c6608b44c125b19D4C5211E24/sUcSB2tOn1BgcfwJodvOEyG4_MhkL8Qc41u7GbDKI58
- How can i get this T-Shirt sir
- For those building on Lens 🌿
Just updated the Awesome Lens Protocol repository with seven new open-source projects ⭐️
If you're building a project or library in public on @lensprotocol send a PR, and I'll add it! ⚒️
https://github.com/0xJuancito/awesome-lens-protocol
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🎨 @pinsta.lens - A decentralized Image & Video Sharing service designed to save and collect information using Images, Videos, and Animated Gifs in the form of Pin Boards built with Lens Protocol
✍️ ChainBlog - The decentralized blogging platform built on Lens Protocol
🪐 @ipfonts.lens - The decentralized NFT platform revolutionizing the way font projects are created, funded, and bought.
📊 Lens Analytics by @0xsaurabh - A new Lens Protocol Explorer 📈🌿
📚 lens-xmtp-push-expo-typescript-template by DesoulInc - An Expo template for building Web3 social apps integrated with Lens Protocol, XMTP, and Push Protocol(EPNS)
🐍 LensPy by TobiasLoader - Python library for the Lens Protocol
🦫 golens by keivinonline - Go wrapper for Lens Protocol GraphQL queries
--
Please give a star to the repo if you find it useful ⭐️