Khaled (@khaledvndl) • Hey

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Introducing Lens Network. Bringing one billion users to Ethereum. Our mission is to create an open and fair social network for all. No restrictions. A place where everyone can connect, participate, and build. We believe that digital social spaces will drive Ethereum's mainstream adoption. We are making a big bet to scale Lens with Validiums and Volitions on Ethereum, leveraging @lens/zksync’s stack to achieve mainstream scale for the social network. Read more on @lens/t2world: <https://app.t2.world/article/clw6l2z0018727620mc1dq26xr2> We have opened a LIP discussion for community feedback: <https://github.com/lens-protocol/LIPs/pull/54>
Mint ✴ electric water ✴ https://zora.co/collect/zora:0x89a0fc4eccca727ff1f34495c0d4e74e85db40f3/12?referrer=0x70A1e02E1e0447C5bE9afE92FD5D513996B52068
Mint a message from the flight deck https://zora.co/collect/base:0xa0487df3ab7a9e7ba2fd6bb9acda217d0930217b/37?referrer=0x70A1e02E1e0447C5bE9afE92FD5D513996B52068
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I just voted "For" on "PIP-40: Grant Application - Institutional onboarding of Meria into the ParaBoost Social Escrow system" https://snapshot.org/#/paraswap-dao.eth/proposal/0x9b6a8ceaa76fbca712c830c413da8a7003d40c2cfc387fb0e04ffb314edb7272 #Snapshot
I just voted "6 epochs" on "PSP-IPΔ30 Extending the duration of the epoch rewards claim" https://snapshot.org/#/paraswap-dao.eth/proposal/0x0c6ef6ee84a95963ff629cbcb1b2ede9347b18466cb0a2073d9213c7e4f86bec #snapshotlabs
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How Do We Make Crypto Wallets Enjoyable To Use?
Sonic Charge’s Synplant, a plant-breeding instrument with a alien lab UI, remains one of the coolest soft synths of all time. And this year its developer promises an update with even more ways to grow your own patches. Meet Genopatch 1.0. https://youtu.be/iTJNYMMQVWc
The current state of the Gaming world 👇 Lens community, how do we solve this?
zksummer is coming up
▓▓▓▓░░ 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
$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
$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 all! 👋 Today I wanted to introduce you to Sismo and explain you what ZK Badges are 🧵⬇️ (stay until the end, there might be a badge to mint 👀🎁) What is Sismo? Sismo is « a modular Attestations Protocol focused on decentralization, privacy and usability. » But what concretely does it mean? Sismo enable you to prove on Ethereum to anyone, thanks to one of your addresses, that you are, have or did something. Theses proofs are represented by badges, which are non-transferable NFTs (ERC-1155 tokens). To be allowed to mint a badge, your address must be in the group of eligible addresses associated to it. But now what if you could prove something with an address but receive the badge on another without any link between these two 👀 So proving something without doxing the address you used to prove it. That’s what ZK Badges allow us to do! With Sismo you prove directly in your browser that your address is part of a group of eligible addresses. It uses zk-SNARK technology. Let’s take a simple example: you can prove, on an anon address (destination address), that you own a conference POAP, by using your ENS address (source address) which contain that POAP. And vice versa. But of course your source address allow you to only mint one badge on the destination address of your choice, no more. This is a simple example but you can imagine much more useful ones! There are obvious uses cases for Sismo and ZK Badges such as Sybil resistance. By the way Sismo has already shipped a “Sybil resistance” ZK Badge using Proof Of Humanity, go check this out: https://twitter.com/Sismo_eth/status/1569668644497510402?s=20&t=texAnda3oLd9C1iRjfFCdQ So this allow you to prove that you are a human on an anon address using your POH registration (doxed) address. It’s not perfect yet but it’s a start and it shows how ZK Badges can be powerfull! 🔥 Privacy is necessary in the IT world and even more in an ecosystem like Ethereum where all our interaction are public. That’s why Sismo will help us to create anonymity on top of these concepts and more… Now lt’s time for the little gift! 🎁 If you want to try out Sismo and get your very first ZK Badge ➡️ **Mirror** this post Then, from 02/10/2022 you will be able to mint the badge associated to the proof that you Mirrored this post. I will let you now when it’s available and the steps to follow to mint it :)) Thanks for reading this thread and welcome to Sismo anon! :))
Drop your `.lens` handle here, so you won't regret it later 👀