Koip (@koip28) • Hey
77777
Publications
- I just voted "No" on "Deprecation of METIS Pool on BSC" https://snapshot.org/#/stgdao.eth/proposal/0x85c675f303a69df297e1fdcf6dc2845366a8672362e946150ba4a4d7928cc8ea #Snapshot
- I just voted "YAE" on "[TEMP CHECK] Aave V3 Deployment on Linea Testnet" https://snapshot.org/#/aave.eth/proposal/0xc0de9efdc4f3449a48e5a445c93dab2f3aad6fb01d0176b2f0b5ed65fd316665 #Snapshot
- so good
- 66666666666666
- 裤衩都亏没了
- dsavfa
- 6666
- hhh
- There is no alternative. #Bitcoin
- 能有好报吗
- *LayerZero will be one of the biggest Airdrop*
✔️ *Check Dashboard*
https://dune.com/cryptoded/layerzero
✅ *Testnet Bridge*
https://testnetbridge.com/
✅ *Aptos Bridge*
https://theaptosbridge.com/bridge
✅ *LiquidSwap*
https://liquidswap.com/
✅ *Rage Trade*
https://www.app.rage.trade/
✅ *Stargate Finance* https://stargate.finance/
✅ *Hashflow*
https://app.hashflow.com/
✅ *Bitcoin Bridge*
https://bitcoinbridge.network/
✅ *Holobridge*
https://app.holograph.xyz/
- Key events in April 2023
April 12: US Inflation Rate
April 12: FOMC
April 12: Ethereum Shanghai Capella upgrades
April 19: GB Inflation Rate
April 26-28: Consensus 2023
April 27: US GDP Growth Rate
April 28: EU GDP Growth Rate
- wwwwwwwwwwww
- What's the first computer game you remember playing?
I was obsessed with this pinball game Silverball! Anyone remember this? 😄
- 玩合约一下亏几千u几万u都不再眨眼的，怎么到撸毛这里了，gas稍微高几u就要退缩？拿几千u几万u冲就完了，管那么多干啥？总比玩合约爆仓要好吧，要记住，gas越贵毛越大！
- Y
- ww无聊啊
- 亏肿了
- 离开了
- ZM
- Ronnie uses Collateral Swaps.
Available across all V3 markets on app.aave.com. Powered by ParaSwap.
- 亏肿了
- Lens好贵啊
- 帅哥们
- wwwwwwwwwwwwwwwww
- sta
- Go for a walk
- ✨ 🎧 ✨ 🎧 ✨ 🎧 ✨ 🎧 ✨
There’s now a persistent audio bar showing the currently playing track with quick access to the audio player
- ZAOSHANGHAOA
- 省钱 不开空调
- 听说lens无毛啊#
- 废物appp
- 能够到达十倍吗
- 睡眠中没办法忘记
- $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
- 能够到达十倍吗
- 梭哈 让你热泪盈眶
- 听说你最近要发币了lens是吗
- 今晚cpi是生是死啊
- 沃日 又通宵了 真几把难啊
- 每天打卡一下 虽然有可能忘记
- 好无聊啊我
- 《爷爷泡的茶》——周杰伦
- 为什么选择它？
优点：大电池续航，优秀的轴体，良好的敲击体验，耐打的颜值，gasket/热插拔/蒸汽波轴，性价比高
缺点：键帽毛刺多，客服回复慢，个别键不平整
300的价格还是非常能打的
- 早上好家人们呢
- 喉咙痛
- 自从不再做多layer3，腰不酸腿不疼了，还有大把的时间
- meitiandaka