kIIT lll (@kof97) • Hey

Publications

Lovely track
天天要上班，好累，这么热的天，好想吃一个冰冻的西瓜解解暑
明天是周末了，你们去哪里玩？
Today marks our 1 Year Anniversary of making friends onchain 🎂! Thank you to everyone who has made the first year of Lens Protocol so special and groundbreaking. Lens has brought together builders, creators, communities, and friends, all while in beta. There's so much planned for the second year ahead, and we can't wait to continue to grow with all of you. Who did you become frens with on Lens? 🎨 by @nftsushi.lens and all collect proceeds go directly to the artist.
The Collect module on the Lens API is adding new features: • Put time limits on any Free Collect • Define the supply and/or end date for exclusive Collects (Free or Paid) Try it out today on @lenster.lens. Coming soon to @buttrfly.lens, @orbapp.lens, and other apps across the Lens ecosystem. For devs looking to implement the new 'simpleCollectModule', dive into the docs: https://docs.lens.xyz/docs/create-post-typed-data#simplecollectmodule
The world is neither black nor white, but a delicate gray
石头人为什么会被石化，火男为何会被点燃，冰凤为何也吃冰冻减速，机器人为什么也中魅惑，这一切的背后到底是人性的扭曲还是道德的沦丧？
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 🧪
老鼠并不知道它在偷东西吃，它只是想活下去，就像我并不知道我在烦你，我只是想和你聊天
White Rabbit
I wanted to try something new. This will be my first music release here on lens. It's an early demo of my song "This Song" which came out in 2017. I probably wrote this on the road around 2015/2016. It has a lot of the final ideas, but totally different type of beat. This is what I showed Rostam, and we built from there. It's unfinished and unpolished but it's kinda fun to look back at where ideas originated. 1 matic to collect, only open for 24 hours. 25% mirror referral
Massive news today: Shanghai Upgrade date confirmed 📆 ⚡️ • 16.5M ETH has been staked so far (~30B USD) • 25% solo stakers. 30% LIDO. 12% Coinbase. • Date: 12 April, 2023 🧵 Thread: How do ETH withdrawals work? Who are the stakers? Can all of this affect ETH price? 1/11 • What is the Shangai Upgrade? The road so far As you know, with The Merge ETH migrated from POW to POS. In POS, ETH is staked to secure the network. People have been staking ETH since December 2020. 2/11 • What is the Shangai Upgrade? The road so far Up until now, stake ETH was one-way. Stakers could not withdraw it. However, LSD solutions such as Lido appeared and allowed people to mint tokens such as stETH which are close to 1:1 trading, enabling staked ETH liquidity. 3/11 • What is the Shangai Upgrade? The Ethereum network is set to upgrade in Apr 12th 2023. The upgrade will bring changes to the network, including the ability to withdraw staked ETH, worth 30B USD. Not all ETH would be able to be withdrawn at once. 4/11 • Who are the stakers? Lido: 29% Solo stakers: 25% Coinbase: 12% Kraken: 7.5% Binance: 6.1% Others: 20.4% 5/11 • How much ETH will be withdrawn? Not all 15M ETH can be withdrawn at once. There is a queue for validators to gradually unlock it. There are two types of withdrawals, partial and full. 6/11 • Withdrawal types 1. Partial: only interests out, not capital (staked ETH). Maximum amount of ETH possible to be taken is 1M or 1.6B USD 2. Full: interests + capital. Rate limited to only 54,000 ETH/day (7 validators/epoch. 225 epochs/day) | (24*60)/6.4*7*32 = 54,000 7/11 • Sell pressure With 50,400 max ETH withdrawable per day, that's 80M maximum potential sell pressure daily. Last 24hs ETH trading volume was 9B according to CoinGecko. 80M is less than 1% ETH's last 24hs trading volume. 8/11 • LSD = Liquid Staking Derivatives We also need to consider that ~57% of ETH stakers have liquid access to their ETH thanks to solutions like Lido or Rocketpool. So these people could have sold long ago, they did not have to wait until April 12 like the other 43% 9/11 • ETH issuance in POW? Before The Merge, block reward was 2.2 ETH per block. At an AVG rate of 15 seconds/block, that is around 11,500 ETH per day. 10/11 Some of the information from this thread was taken from this report by Binance Research: 🔗 https://research.binance.com/en/analysis/ethereum-shanghai-upgrade And Dune: 🔗 https://dune.com/hildobby/eth2-staking 11/11 Final thoughts on Shanghai • The Shanghai Upgrade is a crucial step in the development of the Ethereum network. • It might cause some price movement in the short term, but for me it is bullish for the ecosystem long term. ETH has been deflationary in the last 7 days. Join Alpha Discord: https://earndrop.io/discord
ARBITRUM AIRDROP IS LIVE 🔵 🪂 Finally, ARB claim site started to work a few minutes ago. Thread: how to claim and delegate right now! 🧙‍♂️ 🏛️ ▓▓▓▓▓▓ 100% To claim: 1. Go to Arbitrum's website: 🔗 http://arbitrum.foundation 2. Click on "Claim" and follow the steps 3. Delegate to olimpio.eth 🏛️ 4. ✅ If you believe I am the right fit. My principles are decentralization, self-custody, privacy For months, I recommended everyone to delegate their $OP tokens. Then, Optimism did their Airdrop #2, and one eligibility criteria was to be active in governance (a.k.a. delegating) Do with this as you may 👀 💡 ICYMI: delegating is enabling your voting power to a delegate Here is my delegate application and some thoughts of DeFi, blockchain, and governance: 🏛️ https://forum.arbitrum.foundation/t/delegate-application-template/31/230?u=olimpio Where to trade ARB? • Use DexScreener/GeckoTerminal to monitor blockchains for pools. 1. Take $ARB's token contract: 0x912ce59144191c1204e64559fe8253a0e49e6548 2. Paste in on http://dexscreener.com / http://geckoterminal.com 3. You will see a pool list where ARB is trading! Also, centralized exchanges CEXs are listing $ARB. Almost all of them confirmed listing. • Binance: today 17:00 (UTC) • OKX: today (UTC) - 20 mins after claim opens • Kucoin: today (UTC) - immediately on claim open • Coinbase: "if and when liquidity conditions are met" 🤡 Transactions not going through? • If you are having problems with your transactions going through, Arbitrum RPC nodes could be having server load issues. Here is a thread I made to create your custom RPC endpoint for free and in 5 minutes: https://twitter.com/OlimpioCrypto/status/1638665520940560384 ARB had a rocky launch, with their main website failing for more than 1 hour, and Arbiscan also going down. The team denies it's from a DDoS or similar attack, they say it's just server load. If you are still experiencing issues, retry, it works intermittently. ⚡️
go for arbitrum airdrop
$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
Beautiful Denver #streetart seen while walking to #EthDenver side events 💜
刚刚有个同学这样跟我说：他刚刚查了下他的考试成绩，看到他自己只考了749.5分，别人考了750分的时候，他狠狠的锤了一下自己的兰博基尼的方向盘，不小心把手上的鸽子蛋戒指锤松了，然后当他趴在方向盘上哭泣的时候，方向盘上密密麻麻的钻石摁疼了他的脸，于是他给他爸打电话哭诉，但他爸爸说他工作忙挂了，就给他的银行卡转了90亿元让他自己买个学校高兴高兴。于是我跃跃欲试的也查了一下自己的成绩，当发现我的成绩只有520分的时候，我非常沮丧的捶了一下自己的兰博基尼方向盘，结果掉出来两节南孚电池....
终于做完任务咯，丿个罗阀
吃饭没Chi'fan'm池
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