k0llegah (@k0llegah) • Hey
Der B0ss
Publications
- bosshaftes wochenende
- Abendglanz
- Der Boss wünscht euch ein bosshaftes 2024
- Das ist Alpha... 🥷
- "What do you call a factory that makes okay products?" "A satisfactory."
- Boom!
- #bosslike #hardwork
- Hände hoch - wo sind die Bosse?! 🥷
- [LoFi Hiphop] Return To Tiana - MullMachine
A jazz guitar bop for your relaxed Sunday
#Jazzhop #LoFi #Chill #Hiphop
Free Collect for followers 🌱
- crvUSD price and supply over time
- Dude, you have 3 cows?! 🥷
- Make yourself recognized 🥷
- Purer Realtalk
- GM @bradorbradley.lens
- Gm
- Like a ____ 🥷
- This live recording is a snippet from Heno.'s Week 2 Coachella (2023) performance of his hit song "Neybors" that has crossed over 2 million streams after its initial Web3 release. This might be the first time live audio from a Coachella set has EVER been on-chain.
Posting the full audio tomorrow & follow up with the video performance (more info soon).
Much love to @lensprotocol & @beatsapp for the merch & support. It was only right that I wore the "Touch Grass" hat!
- 99% mirror 24h
Whatchu gonna do
Tomorrow?
Where you gonna go
Is up to you my child of the sea
You can lean on me
Like one, two, three
Go get free
Whatchu waiting on go ‘head and get free
@mixtape.lens #music #lens #peace
- How do you like it? 1-10 🥷
- Gm kingz! Who will conquer the day?! 🥷
- Lens Protocol is open, anyone who has a profile can have permissionless access regardless of what application they are using. We believe in supporting content creators and followers who create an engaging environment for everyone.
Some applications use gasless and signless transactions, and we have now introduced eligibility requirements for these features.
While everyone is eligible by default, accounts with low-signal engagement will not be eligible. You can read more about our requirements here. https://docs.lens.xyz/docs/gasless#eligibility-requirements
We are also testing filtering low-signal notifications for a better user experience. https://docs.lens.xyz/docs/users-notifications#api-details
At Lens, we believe that Web3 social should create a better experience than before, by using blockchain technology. We are always experimenting with ways to better our user experience by filtering low-signal profiles and bots. Let’s keep experimenting, our DMs are open for feedback 🧪
- 🎧 Listen complete/Mint:
https://alexpaul.xyz
All the collectors will into a raffle to win an edition of "Entre Nosotros" on Sound at the end of the mint. Subscribe to my site to have a double chance to win.
- $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
- ▓▓▓▓░░ 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
- **The Crypto Conundrum : A short story inspired based on real life events**
#cryptocurrency #blockchain #digitalassets #investing
- Kollegah - GOLDEN ERA TOURTAPE (Snippet): https://youtu.be/fI9GKAPiXf0 @kollegah #kollegah #legacy #goldeneratape
https://www.youtube.com/watch?v=fI9GKAPiXf0&feature=youtu.be
- Kollegahderboss pumpt im Gym wie das Carrey-Herz
- Gm 💜 who wants to be **my Fries date**? (not my valentine lmao)
- My first Petal Power live stream was a major success!! Excited to share all of the clips from it 💐 here’s one of my favorites!
- A labeled image of the beautiful atmospheric display from yesterday. #ilwx #photography #sky #skyphotography #sun #clouds #cloudphotography #cloudscape #ThePhotoHour #StormHour https://t.co/gdSdF0BhYr
- BOSSMODE 🥷
https://www.youtube.com/watch?v=aq6V1E1BMeQ
- Been playing with off the shelf AI tools.
With this one, you can take a still image of someone, add voice-over, and make the image's say it. It's pretty uncanny, but cool.
Anyway, this song is about being over run by AI overlords.
songaday.world/auction/5161 <---bid on the NFT!
- Pack das Cash in Koffer, flieg weg im Helikopter/ denn der Boss hat Termine wie Harry Potter
- therapist:
It's helpful to identify with a spirit animal during times of crisis.
Me: (Looking at my spirit animal💀)
- Ey der Boss, großspurig wie Elefanten im Schnee/ immernoch der einzig Relevante im Game
- Multi Platinum 🥷
- Partnership announcement: we will be soon launching with our community on @metaworklabs.lens
@metaworklabs.lens main product is a web3 native, @lensprotocol based Discord alternative 👀
Probably nothing...
btw, you can see this post because you're following @wagame.lens Also experimenting with limited paid collect to keep the bots away. You might want to collect this post 🤷♂️
- a night out with my film camera.
shot on dubblefilm cinema 800
#filmphotography #35mm #grainisgood @creators.lens
- Kollegah der Boss, sitzt er grad nicht vor Geldzählmaschinen/
kommt er mit weissem Schimmel, so wie Selfmade ‘07/
- **"EXHIBITION"** begins today
a @lenster.lens based role-playing gallery simulator
>comment yes to enter
- Alighieri Jewellery
We made this lovely film for a jeweller. The brand have just designed a hand of god emblem for the top of this years Christmas tree outside BBC television studio. It's to bring a beacon of light and hope to the holiday season. The brand is also donating a percentage of profit to the refuge charity - a worthy cause and great to see this festive period.
- Bosshafter Abend Alphas!
- gm lens frens 👋
Today I have made an important decision in my life 📢
I quit my job today and going to focus full-time on maintaining the first-ever open-source frontend @lenster.lens 🌸 powered by @lensprotocol 🌿.
Building social media was my dream since 10th grade, I built more than 4 social media in public but all failed, Lenster is my 5th one and it’s going crazy ⚡️.
I believe building in public is key 🔑 to the success of a product.
We have a lot of items queued up in the roadmap, be excited about it 🕺
**Collect this post for 2 WMATIC and support Lenster’s development 🙏**
- Kollegah der Boss, sitzt er grad nicht vor Geldzählmaschinen/
kommt er mit weissem Schimmel, so wie Selfmade ‘07/
- Snagged this on the way back from Mexico after the Centrifuge offsite. How'd I do @stani.lens ?
- Bosshafter Abend aus dem Studio
- Bosshafter Abend Alphas!
- Anon, interact with this post. Enable notifications on Lens. 48 h. You know the drill.
- What chain will be the b0ss in 2023? 💪😎
- Congratulations to the entire Ethereum community on this monumental achievement. Remember this historic day forever by collecting this special ghost on Lens