inspect (@inspect) • Hey
inspect.lens
Publications
- 秉承长期的思考方式，也许短期并没有什么不同，但是如果拉长时间看，一定会有巨大的差异。长期的思考方式非常适合于发现早期投资机会，因为当我们的注意力放在长期的时候，就会自然关注到未来三年的机会，就会对早期投资项目比较敏感。
我们就会有更多的机会捕捉到早期投资机会。当我们有意识地进行长期思考的时候，我们会发现竞争对手远没有那么多，很多时候我们可以很从容地去捕捉这些投资机会。
- Some suggest that ethereum's staking ratio will increase significantly to be in line with other PoS L1's, but some believe that if the ratio is too high, it will do more harm than good to $ETH, and therefore propose burning MEV to lower staking APR.
I disagree with this suggestion.
Now the pledge of ETH is only about 15%, which is actually very low. This conclusion can be drawn no matter from which point of view. The pos mechanism essentially uses capital to ensure the safe operation of the blockchain, and is a collateral to ensure safety. The higher the amount and amount of collateral, the more secure the entire blockchain will be.
Ethereum, as layer1, is the security layer of all projects built on it. As a security layer, its biggest responsibility and role is to ensure security. The most direct way to ensure security is to increase the pledge rate through decentralization. There is no other more direct and easy-to-use method. You can understand that now only 15% of tokens are used to guarantee 100% security, which is obviously not safe enough. At least the pledge rate must be more than 50%.
What are the disadvantages of too much eth being pledged? I can't figure it out. Because now through the lsd agreement, the pledged eth can obtain liquidity, and now it can be withdrawn, and it is very convenient to hope to regain liquidity. Those who want to continue to pledge can continue to pledge, and those who want to obtain liquidity can release their pledge.
Therefore, I hope that the pledge rate will reach 30% within one year, and at least 50% within three years. Moreover, it is invalid to reduce the pledge rate by destroying mev to reduce the pledge rate. Because in the future, income can be superimposed through re-pledging platforms such as eigenlayer, or income can be increased through defi operations.
mev revenue is a reward for participating in layer1 security construction, why should it be destroyed? It's a bit baffling.
- 一些人建议ethereum的质押比率将显着上升，以与其他 PoS L1 保持一致，但一些人认为，如果该比率过高，它对$ETH弊大于利，因此建议销毁 MEV 以降低质押 APR .
我并不赞同这个建议。
现在ETH的质押大概只有15%左右，其实是非常低的。不管从哪个角度来讲都可以得出这个结论。pos机制本质上是用资本来保障区块链的安全运行，是保障安全的抵押品。抵押品数量和金额越高，则整个区块链就会更加安全。
以太坊作为layer1，是构建在其之上所有项目的安全层，作为安全层，最大的职责和作用就是保障安全。而保障安全的最直接做法就是通过去中心化的方式增加质押率，没有其他更加直接和好用的办法了。你可以理解，现在只有15%的代币用来保障100%的安全，显然是不够安全的。至少也要把质押率做到50%以上才行。
过多的eth被质押有什么坏处？我想不出来。因为现在通过lsd协议，被质押的eth是可以获得流动性的，而且现在可以取款了，希望重新获得流动性也非常方便。那些希望继续质押的人就继续质押，希望获得流动性的人就可以解质押就好了。
所以，我希望质押率在一年之内要达到30%，在三年之内至少要达到50%以上。而且通过销毁mev来降低质押收益率，从而降低质押率的做法是无效的。因为未来可以通过eigenlayer这样的再质押平台进行收益叠加，或者通过defi操作来增加收益。
mev收益是对参与layer1安全建设的奖励，为什么要销毁？有点莫名其妙。
- Arem Ozguc & Arman Aydin - Astronaut In The Ocean (ft. Jordan Rys)
Stream : https://spoti.fi/2SLs7YI
- Demystifying DAO Tooling with Anthony from Seed Club Ventures
Seed Club Ventures has recently announced its $25M fund, and we had the pleasure to talk to @antari.lens , the co-founder of SCV. We have discussed the following:
- SCV's investment strategy
- How are web3 orgs better than traditional companies
- DAO tooling is not that scary
- Issues DAOs are currently facing
- What does Seed Club Ventures look for in teams they back
- Advice for genZ on how to break into VC
This pod is only collectable by followers of The Symmetrical
- Why did no one tell me ??
#bytes
- Spring is here!
- AI in the Bible?
Part 1 of 9. AI and the Age of Aquarius
#ai #bytes #bible #aquarius
- Music Discovery In Web3 | Phlote
If you’re a #musiccurator or musiccreator this is a #web3platform you can’t ignore!
If you ever wanted to #selfpromo music without the shame and infront of a diverse carefully crafted community of #musiclovers
#teamphlote is the perfect landing ground for you to share your love for music and potentially enter the web3 space for the 1st time!
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Educating music creators about Web 3 & Marketing
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- The validator re-pledges through EigenLayer, and can obtain the reward income of the agreement that needs verification service, which is most likely to be the token of each agreement. Through staking, a win-win situation can be achieved, the agreement party can achieve higher security at a lower cost, and the validator can obtain more staking income.
- validator通过EigenLayer进行再质押，可以获取需要验证服务的协议的奖励收入，大概率是各个协议自己的token。通过在质押可以实现双赢，协议方可以实现以较低成本获取较高的安全保障，而validator可以获取更多质押收益。
- EigenLayer may become the security layer of various protocols, middleware, side chains, rollups, oracles, and cross-chain bridges in the future. The security comes from the re-staking of ETH that has been staked to Ethereum.
- EigenLayer may become the security layer of various protocols, middleware, side chains, rollups, oracles, and cross-chain bridges in the future. The security comes from the re-pledge of ETH that has been pledged to Ethereum.
- EigenLayer未来有可能成为各种协议、中间件、侧链、rollups、预言机、跨链桥的安全层，安全来源于已经质押于以太坊的ETH的再质押。
- Today's research focus is still on EigenLayer
- 今天的研究重点仍然是EigenLayer
- Obviously, Twitter can’t meet my needs for posting various thoughts every day, because it may cause disturbance, so it is a better form to record various thoughts in the form of a newsletter published through substack every day. Backup through notion to facilitate full-text keyword search and review in the future. At the same time, it is released through the mirror, which is easy to reach the web3 community. Interaction through lens can obtain future airdrop opportunities.
- 推特显然不能满足我每天发各种各样想法的需求，因为可能会造成扰民，所以通过每天通过substack发布一篇newsletter的形式记录各种想法是比较好的形式。通过notion进行备份，方便未来进行全文关键词搜索和回顾。同时通过mirror发布，易于触达web3社群。通过lens进行交互，可以获取未来空投机会。
- Crypto is a very good place to make early investment, because many projects will issue tokens in the early stage. You can judge which projects will continue to grow and prosper in the future through research, and then buy its tokens. In the traditional investment world, such opportunities are often monopolized by top VCs, and ordinary people have no way to obtain such opportunities.
- crypto是做早期投资非常好的地方，因为很多项目都会在早期就发行代币，你可以通过研究判断哪些项目会在未来持续增长和繁荣，然后买入它的代币就可以了。而在传统投资世界，这种机会往往是由顶级VC垄断的，普通人根本没有办法获取这样的机会。
- web2 companies will try their best to be compatible with web3 in the future, but it is difficult to achieve the most fundamental consistency, because there are essential differences in the core business models. web2 needs to obtain commercial benefits to feed back to shareholders, while web3 realizes the interests of holders through the tokenomics design .
- web2公司未来都会尽量和web3兼容，但是很难做到最根本的一致，因为最核心的商业模式存在本质区别，web2需要获取商业利益反馈股东，而web3是通过token的tokenomics设计实现持有者利益。
- Substack is the best newsletter platform, notion is the best note editor, mirror is the best web3 article publishing platform, and lenser is the best web3 social app for computers. I use all four platforms on a daily basis.
- substack是最好的newsletter平台，notion是最好的笔记编辑器，mirror是最好的web3文章发布平台，lenster是最好的电脑端web3 social app。这四个平台我都有在日常使用。
- Lens released the function of Token Gated Publications today. This is a major event in the web3 creator economy, which means that creators can decide their own content sales price and viewing audience, and creators directly sell content to terminal content consumers. I think this is It is an important link for Lens to realize the commercial closed loop.
- 今天lens发布了Token Gated Publications的功能，这是web3创作者经济的大事件，意味着创作者可以决定自己的内容销售价格和查看人群，创作者直接面向终端内容消费者进行内容销售，我认为这是lens实现商业闭环的重要环节。
- China cannot afford chaos, China needs stability.
- Tesla's autopilot technology will be a technology that changes human history. If the autopilot technology is overcome, then the evolution of its humanoid robot optimus will be even more powerful.
- Someone suggest me some good football ⚽️ API with reasonable pricing.
💡 Idea is to build a bot that posts live scores in #lens via dispatcher
- Stani said that the lens team is working hard to expand the lens protocol so that lens can enter the mainstream without sacrificing user ownership and data availability. The expansion plan will be announced in the next few months. What I can think of is that Lens is working on its own chain.
- Crypto can be a scary place sometimes. But you're on a journey of a lifetime. The short term challenges don't dictate our destination.
The deeper you go, the brighter it gets.
- inspector
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