Ryzen (@infinityryzen) • Hey
Aku adakah cerminan apa yang kalian lakukan
Publications
- Poeeeekkkkkkkkkkkkkkkkk
- another word.. hoaamz
- I just donated to GG18 on @gitcoin. Join me in making a difference by donating today, and check out the projects I supported on my Donation History page!https://explorer.gitcoin.co/#/contributors/0x5eE074589AFF9fF5E773A831f24d245263aCadC4
- PUN
- look who we are doing...
- I just voted "Yes ✅" on "Poll by @yoginth.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0xf925c956cdb2a8797fde0f6bdc598727a2944be742621a5230cc15d25d8f3f91 #snapshotlabs
- I just voted "Yes ✅" on "Poll by @yoginth.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0xf925c956cdb2a8797fde0f6bdc598727a2944be742621a5230cc15d25d8f3f91 #snapshotlabs
- It's Valhein time 🤩
- I just voted "Yes ser 🙌" on "Do you like the Snapshot integration with Lenster?" https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718 #snapshotlabs
- Malming.....
- Eland'orr Gameplay
@AOVINDONESIA.lens
- Nguantukeeeee puollll
- Penta, ternyata masih bisa 🥹
- Here let me tell you something....
- Push gengssssss
#aov
- #OKX has launched the #Alchemy Pay fiat-crypto on-ramp solution on its platform
- If you don't know what you want, you end up with a lot you don't.
(only for orb)
- Fokus lagi.....
- CZ KYC'ing all his accounts
- Bahkan dalam perjalanya sekalipun, kita tidak bisa menentukan semuanya sendiri. Kadang Prinsip begitu lemah dihadapan keadaan
- $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
- Bukan tak bisa, hanya saja memang kurang berusaha 🌚
- Dunia berhenti sejenak menikmati indahmu 🏞️
- Just reserved my handle on TalentLayer!
https://claim.talentlayer.org/profile/infinityryzen
- Valencia 2000 - 2001 adalah personifikasi kata “nyaris” dan Hector Cuper mungkin satu-satunya pelatih sepakbola yang pernah dua kali bertunangan dengan Dewi Fortuna untuk kemudian ditinggal kawin demi pria lain.
- So far Away...
- Hold on.....
- 👋 Lens Frens!
Turn your Lens profile into an Apple or Google Wallet pass by using lens.ethpass.xyz.
Share your Lens profile by having others scan your QR code.
- Keep Calm, just believe your instinct
- Don't do this
- Masih belum sempurna, come on lens