gang◱ ◱ (@kelera) • Hey
trader of crypto and cats is so cute!
Publications
- lenster改名hey了?还变红了?
- aa
- 📉 Decline in Lens Protocol Activity: A Wake-Up Call 📉
Hello, everyone, dear members of Lens Protocol. Today, I want to discuss a topic that concerns us all: the recent decline in activity on Lens.
📊 Observed Data 📊
Over the past few months, I've noticed some concerning trends:
📉 Posts have decreased by 21.65%
📉 Comments have dropped by 12.87%
📉 Mirrors have fallen by 28.71%
(Compared to the previous 30 days)
These numbers are alarming for the platform and all of us who contribute to its ecosystem.
❓ What's Happening? ❓
I don't have all the answers, but I would like to start a conversation about some of the possible reasons behind this decline:
- Has the quality of the content changed?
- Are new platforms capturing the users' attention?
- Is having a waiting list affecting the activity of the network?
I remember @stani mentioning that social networks are a party, and we need to take care of the participants at the party. Are we getting bored with this party?
📣 Call to Action 📣
This is a call to the community and the developers to discuss and address these concerns.
We are all here because we believe in the potential and vision of Lens Protocol. To keep this ecosystem alive, it's crucial that we tackle these issues head-on and collectively.
- 有个问题不知道有没有人研究过,ssv主网上线了,按理来说最大的受益者是lido,但lido价格上没看见有大的变化。是lido还没有实现dvt,还是因为以太坊基金会对于lido的垄断担忧的发言和限制质押增长的提案让lsd整体的基本面受到了影响? #lido
- 周末回顾:2023.09.18-2023.09.24
美国监管政策不断落实,香港可能会因为JPEX加强监管。日本和韩国在加快拥抱加密
BTC生态除了闪电网络ordinals仍然活跃
花旗扩大数字资产服务,提供代币化债券交易
渣打银行为其机构客户提供加密资产收益和质押服务。
Mt.Gox 已正式将偿还交易所债权人的期限延后一年
FTX在欧洲的衍生品交易许可证吸引多个CEX
ETH Devnet-9 计划于 9 月 27 日举行
继 op stack之后,Polygon CDK开始获得其采用者。乐观和zk汇总L2链开发套件格局逐渐清晰
标准L2叙事逐渐落实,L2链开发套件格局逐渐清晰,叙事开始进入到模块化L2
隐私L2叙事还未开启,但准备工作已经做好
交易bot热度下滑,bot开始结合应用做更多的意图
上周maker DAO提案为RWA带来透明度,这周maker的默认预言机Chronicle开始和Centrifuge合作为RWA带来透明度。只是不知道预言机Chronicle的独立性和可信任度
全部内容:
https://mirror.xyz/lightsa.eth/LzUtk6Ii-rn7fXHg5W7L4vXX4TMYlcuRag9VehEpbjs
- 邮件2小时40分钟;邮件内容全部接收2小时;X回顾半小时。 总用时接近7个小时,这还是深熊没有太多信息的情况,还得缩减信息密度带来的时间占用
- 对lens没啥热情了。。。
- lens V2说了好多功能,不知道啥时候上线
- what's happend lens can useing?
- **Introducing Lens Protocol V2**
Lens Protocol V2 – the next chapter in the evolution of Lens. V2 brings even greater control to builders and integrators as well as people exploring web3-powered experiences. Lens V2 retains its characteristic open design space that gives developers and integrators the choice.
Join us in shaping the future. Dive into the Lens Protocol V2 Open Source Codebase on Github: https://github.com/lens-protocol/core/tree/v2
Explore all the latest V2 features in our latest Mirror post:
https://mirror.xyz/lensprotocol.eth/-hJH-2IYSe56rK7IEdwSI17hUWt-paTyAs1r4Zes0uQ
- 看了好多l2的文章,也没搞明白l2到底咋工作的。。。(太菜了
- 今天读了eth中文对scroll的ama对话,我突然发现ama或许是了解项目要做什么的快捷方式
https://mp.weixin.qq.com/s/qyedR8JBUphA7fC1XojoWg
- 币圈人说话只要两句话是真的:
1.买BTC
2.DYOR
- 一会写写最近的感悟,学而不思则罔,思而不学则殆
- 游戏是普通人在web3的机会,但是我对游戏无感怎么办啊
- 游戏是普通人在web3的机会,但是我无感怎么办啊
- 游戏才是普通人在web3的机会,但是我对游戏无感怎么办啊
- 游戏,游戏是推动web3的主力。但是我对游戏无感怎么办啊
- 市场热度又下去了,理性占据高地了。那应该要跌了,市场越理性,行情可能会越差(瞎猜的,玄学预测
- https://open.substack.com/pub/sfgshxgg/p/6f5?r=1ob3ar&utm_campaign=post&utm_medium=web
账户抽象目的是降低门槛,减少用户的学习成本(目前只兼容EVM链)
账户抽象钱包需要注意钱包的安全性,由于是新的协议,可能会伴随着新的安全问题。
目标是服务10亿人的账户抽象的表现形式是钱包还是应用?
NFT:nft是社区文化属性,而账户抽象的应用偏向于基础设施。有了10亿人的社交平台才有可能出现10亿人认可的NFT
社交:社交是用户粘度最高的应用,web2也有10亿用户的基础,可能是账户抽象的发展方向:
web3的社交龙头lens,房间里的大象telegram
对于已经成为7亿月活的应用,用户增长方面已经有了正向自增长(也叫网络效应),后面的发展方向更多的是把护城河做宽。
区块链不是tg的护城河,telegram利用区块链的方式偏向于提供匿名性、隐私和更多的功能。
我没有能力深入研究tg使用区块链的更多技术实现方式,比如tg隐私性是不是用区块链技术实现的。
不过从许多人把tg当成备份云和即时性消息对网络的需求上来看是跟区块链没啥关系。
区块链目前作为tg的付费和匿名的功能模块,而且ton链是公链需要开发自己的账户抽象。
社交应用的大规模采用目前都是免费模式
Lens profile刚推出的时候是免费的,所有上链的gas都被项目方提前付费了。不过现在被判定为低等级账户发文和转发已经需要gas了。
lens的大规模采用,做好了承包用户gas的准备吗?而且从目前lens在op上开发L3扩展方案Momoka的操作来看polygon可能不足以满足lens的需求了,lens需要部分链下处理,不知道会不会使用ZK。
游戏:
游戏应该是将账户抽象大规模采用的主力,账户抽象在游戏上的大规模采用也应该是free to earn
支付钱包:
账户抽象的大规模采用对支付钱包的好处显而易见,不过账户抽象钱包可能会变成一种基础设施(SDK)提供给应用使用,而不是像现在孤立的钱包应用。
“你的私钥才是你的资产”理论上账户抽象从私有性和安全性上是不如EOA钱包的,更适合小资金的应用体验。我认为账户抽象打开的是应用的大门而不是支付或者defi的summer
总结:
账户抽象非EVM不兼容。面对更多未知潜在的安全问题不适合作为大资金的支付钱包和金融工具,更适合在游戏和社交这种应用上使用。
账户抽象应该把钱包也抽象掉。用户不必纠结用什么钱包,只需要选择自己喜欢的应用。钱包让应用去抽象化减少用户操作。账户抽象利好应用,应用需要zk,账户抽象利好zk没跑了。
账户抽象因为用了更复杂的技术,gas消耗是增加的。直接利好chain token像polygon,bsc这种。除了定制化zk和L3应用我并不看好账户抽象在ETH和L2的大规模采用,太贵了,先看4844升级之后会降低到什么程度。
- Matcha 是 0x 的用户界面零售产品。对于可与抹茶专业做市商直接撮合的订单,抹茶返回他们的个性化无滑点报价。一旦交易签署,做市商将提交交易进行链上验证并支付gas费用。抹茶还提供了‘防滑点’功能;如果启用,0x API 的智能订单路由会尝试最大化执行价格,这会考虑任何滑点损失,而不是仅仅依赖于最佳报价。
- 买入arb逻辑:
1.超跌,eip4844虽然延后了但是也不至于跌的这么惨。
2.除了4844的费用减少还有一个潜在利好是mev赛道,arb越来越多的使用会给arb生态/项目带来越来越多的eth费用累计。
- 经济下行,游戏将是许多人相对于短视频的新逃避空间。尤其是游戏使用了和短视频一样的赚钱效应。play to eearn的飞轮仍然会继续
- brc热度退了,各种rc出现分流资金。代币可能会逐渐被证伪。
btc-nft还有点机会,重要的不是事实,而是庄家坐庄才会有机会。
btc代币庄家不好做庄且技术上太容易被证伪,只能留给时间去解决,但是nft只要有庄家就好说
- 思考方式需要改变了,路子太土以后会吃很多亏。一是互联网产品思维,二是互联网投资思维都要跟上
- How to run a Momoka Verifier
This video walks through how to run a Momoka Verifier on your local machine 👟
The Momoka Verifier enables you to operate a trustless verifier node that validates LENS DA publications in real-time.
It can also serve as an indexer, allowing you to stream and index the data yourself.
This open-source solution relies exclusively on software that you can run independently, without any dependency on LENS.
This ensures that even if LENS were to cease operation, you would retain access to your content, maintain proof of ownership, and continue to utilize it, all thanks to a decentralized data availability storage layer.
- 孩子写篇文章没人看,好惨啊,要哭了
- 憋出来一篇屁文章,给个评价呗https://mirror.xyz/lightsa.eth/SmY9Do7EdPZ2M_C6aIQLOgy5HcHji413fIPGRh5SCK0
- Despierto / i wake up
Contigo en mi mente, no te cansas / with you on my mind, you don't get tired
De estar ahí? / of being there?
Te quiero / I care deeply about you
Junto a mi siempre / together with me forever
Cariño, eres mi raíz / dear, you are my root
mi primer cancion con IA de Grimes / my first song with Grimes AI
- #brc20 太卷了,白费了大几十u的gas,毛都没有 #nals
- btc #brc 20 好火啊 尤其是$ordi 太贵了,买不起,有怕踏空。买了个nft,凑活过吧
- 最近btc L2很火,铸造热度不减,明天看看咋搞
- Lens 宣布引入 Bonsai,一种 Optimistic L3 扩展解决方案,它将以超大规模处理交易,旨在支持下一代 Web3 社交用户。
今天起开始内测,目前仅在 Lenster 测试。
了解更多
bonsai.lens.xyz
原推:
https://twitter.com/lensprotocol/status/1651270830729592832?s=46
- Lens 进行了系统升级,对部分低质量账号进行了过滤,如果你在发帖时报错或者需要支付gas费,可能你的账号已经被标记为低质量账号了,这对后期的空投可能会有影响。
- 今天跟另一位大佬聊天,被布道了NFT,正好记录一下这次的感想
以下是大佬说的:
很多做区块链底层技术的,比如zk,比如layer2啥的。不是说他技术不行,只是我认为这类局限性太大了。
比如你现在用淘宝用京东,在用户层面是关注不到他背后的并发技术的。
但nft这种就不一样,是用户可以直接接触到的东西
用人话来说,技术无论多牛逼,直接接触到的人只有开发者那一小撮。从运营的客单价角度来思考,那用户就是少。技术面项目注定赚融资的钱。
nft这类应用面的项目,可以接触到几亿人,十几亿人。客单价再低,数量级在这里。
这就是经典的流量变现,web3项目,也都是靠流量推起来的。
nft的价值不在于值多少钱。是在于这个东西能不能被圈外人接受。
我的总结是,NFT是区块链技术能直接接触到用户的媒介。抛开区块链看NFT,可能就是一个图片,会员卡,头像。在屏蔽掉有关区块链字眼后,我们以客观的角度看它只是一个用户可以接触到的表现形式,与王者荣耀的付费皮肤并无二至。
区块链目前太前沿,就像马云之前搞云计算,谁也不知道有什么用,谁也不关心,因为它只是一个底层。而当淘宝等应用架设到阿里云上时,用户也是无感的。
拿nft举例就是我们现在还处于基础设施建设时期
- 写了篇关于抵押不足贷款的文章,看看有没有人看
https://open.substack.com/pub/sfgshxgg/p/coming-soon?r=1ob3ar&utm_campaign=post&utm_medium=web
- #stealcam 如果能够加点功能和空投和代币预期感觉会是新的模式太惊艳了
- GM! 🌿
Leave a comment, a drop might be coming 👀
- 🔔 Exciting news! We've just added a new toggle to switch between **Quality Filters** & Regular mode for your notifications! 📲 Gain control over the notifications you receive, and tailor your experience to your preferences 🎛️
Give it a try, and share your feedback with us!
- Eeeehhhh...Who wants to own the first $WAV3 tokens? 👀👀👀
We are starting our campaing to decentralice our pre seed round 🫡
We released 👉 99 spots to join our round this month, and our Discord community already occupied 34% of the spots in the lasts hours!!! They got the alpha first.
We are crowdsourcing a total of 20.000 Matic in this campaign, having a minimum of 202 matics per spot.
These tokens will be redeemable for private equity or a liquid token that we'll release in the future!
And the first holders will have 🌟 special 🌟 treatment when that happens ❤️
This campaing will last until 29 of april 🗓️
We must get to the goal this month first!
In the case we reach it, next will be accounted in the same valuation.
Anyone interested just write to wav3s DMs, law forbides us to share the link in public!
DONT SHARE THE LINK WE SEND YOU IN DMs PUBLICLY, at least that's what the securities law demands 🤷♂️
ONLY ACCEPT LINKS COMING FROM THIS ACCOUNT plsss!!!! don't fall for scams
🌊 🌊 🌊 🌊 🌊
PD: If you see this message "No club found on this address", connect your wallet in the upper rigth corner, be sure to be using Polygon
FULL DISCLOSURE: This token is for early supporters, if you want full settled tokenomics, you can wait til we launch the public token, after all the early supporters were rewarded 😋
- dydx在cosmos上的良好运转可能会引发一波应用链的潮流,但是这种龙头选择成为应用链就是为了更好的价值捕获,不太可能用ics
那ics的使用只能是cosmos上的新链和安全性不足的链,大概是tvl足够高而安全性不够的链更有理由去使用ics
因为usdc,noble我看着就是这样的例子
夸张点的说法就是atom保护的defi基础的稳定币 像ust和luna,但没那么夸张
- Lenster支持Snapshot投票了,创世投票拉满:
https://lenster.xyz/posts/0x0c-0x2c
- 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
- dex是不是缺少一个双限价模式?例如在eth上用aave换crv,我想等aave价格达到我的预期高位时卖出在crv预期低位时买入而且为了节省gas需要在一笔交易内完成
- lsd赛道未发币项目@tenderize
- 阿巴阿巴,不能放弃接触新事物,要看看怎么让ai提高自己的信息获取效率
- 想要在web3活下去,总要找到一个适合自己的生态位,先朝着写文章的方向看看
- Dear Lens fam, what is the Future of Social for you?
At t2, we believe the future social networks should revolve around our values, not just what grabs our attention. We want to foster meaningful connections with others, share what helps us achieve our goals, and enjoy articles that empower us.
We have witnessed how the Lens community celebrates genuine creativity and friendship. We believe our values and mission align closely with those of the Lens community. So, we are excited to bring a new type of writing and reading platform to @lensprotocol, starting with our manifesto. manifesto.t2.world
⏳ If you are on board with this vision, **sign the Manifesto** with your value propositions and complete all steps. You will receive a personalised card to showcase your values and **early access to the t2 alpha product**.
**If you are a writer, follow us and comment below with your favourite piece of writing by you. We will follow back!**
- I'm saying my piece in the #futureofsocial by signing the @t2world.lens manifesto. Which values do you support?
https://manifesto-app.t2.world/share/clfyp2eo84682371fmcr1ou3llq
- 今天又有了点新的感悟:
对于投资者而言,ponzi是个好东西,只要跑的快是能赚到钱的,就算gamefi如果真的出了一个可玩的游戏也不会太过高兴,因为那意味着炒作结束了,叙事死了。这可能就是项目落地了,反而跌了的原因吧