Qing◱ ◱ (@lancom) • Hey
A good project and strong team, in a predictable and transparent road map, planned and projected. I think in the near future I will see an authentic growt
Publications
- I just voted "For" on "GIP 106 - Intent to shift GEAR liquidity incentives to Gear/wETH Balancer Core Pool" https://snapshot.org/#/gearbox.eth/proposal/0xd49aeef37c965c61c0749e3e39bf0a44197bd73cd811c9a2ee070cd37265609d #SnapshotVote
- I just voted "YAE" on "[ARFC] Update stETH and WETH Risk Params on Aave v3 Ethereum, Optimism and Arbitrum " https://snapshot.org/#/aave.eth/proposal/0xb8790aeb32267062c1500deb613ad15ebd5deac4d78d1786cb1690c12d0512c9 #Snapshot
- Thanks for giving us such a great opportunity. I am supporting it. always success for the development team to the moon
- this project is with a great team .that always provide creative ideas .
- When Lily met Poppy at @lens/ethglobal İstanbul
Find the team on the ground to mint your exclusive @lens/fini
- Hey anon, hey!
Hey @lensprotocol family! We are excited to announce our brand new home, https://hey.xyz!
**Why the change?**
Because we wanted to re-introduce ourselves as the one-stop shop for all things Lens. we will be continuing to showcase the latest features from the protocol while listening to our community for what they want to see next.
We will be exploring communities, open actions, and whole new ways you, your NFTs, and the DAOs you’re a part of can benefit from web3 social powered by Lens. This is just the beginning, so thanks for stopping by, and saying hey!
Collect this first ever post by Hey (24 hours!)
- 一大早,看新闻说,英伟达黄仁勋跑印度去了,跟印度各界谈了很多合作。如果再加上拜登准备在9月访问越南,要拉着越南搞芯片。
从这些信息看,中国攻克高端芯片这事,确实把美国各界整得有点懵,中长期影响可能比击沉美国的一艘航母还要有威力,因为跟击沉航母相比,美国找不到报复的方式。
说实话,跟中国的情况不同,其实对于印度、越南等国家来说,此时搞芯片研发很大的可能就是个陷阱,因为在基础大工业还没有发展起来之前,别人要是卡你脖子,根本轮不到芯片这个层面(暂时看只有中国有这个待遇),而一旦被美国忽悠着搞排他的芯片研发,很大的概率是把快速增长的,用来做各种积累的市场这个环节进一步的丢失,研发端又变成了无根之木,美国随时都可以将其整个研发人才和平台一次性转移。
难道在芯片研发等方面,日韩荷等,都没有印度和越南更值得美国花心思忽悠吗?可能并非那么简单,因为美国现在能拿出来跟一些国家搞产业合作的点,已经变得很少了,也就是拿来诱惑印度、越南等的经济筹码已经捉襟见肘,芯片似乎成了唯一高端大气上档次的诱惑,总不能每次都谈军火买卖吧。
不过另一方面,美国为啥不去跟墨西哥等拉美国家谈芯片合作,而是跑到印度次大陆,这进一步说明,这个地方有较大的潜力和可能性,大家都开始押注了。
新的新加坡总统也变成了印度裔,如果再加上印度裔的英国首相和美国副总统,这并非顺其自然的结果,而是一种刻意策划,但大家都觉得是”顺其自然“的事情。
过一阵G20也要到印度召开了,不知道印度又会借此整出什么不可思议的举动,因为印度从来不会放过任何一个达到目的的机会,此前准备要在克什米尔地区举办G20,在诸多国家的强烈反对下就暂时放弃了。
印度这个国家神奇的地方在于,让全世界都觉得人畜无害,就算肢解巴基斯坦,吞并锡金等,都找不到”责任人“,就是松散到就算印度发动世界大战,大家也都不知道如何阻止、该不该阻止的程度。所以印度裔在美国、英国、新加坡,以及中东、非洲等地的崛起,就特别的”顺其自然“,大家也都觉得不用担心啥。
但你说印度就是一个时断时续的弱势文明吗?不见得,印度现在说自己有6000年历史,这里面其实说的不是国家这个层面的历史,印度的存在实际上是一种松散的社会演进,这种演进里面,如果加入侵略性目标,那是非常可怕的。古代的印度之所以人畜无害,那是因为没有植入侵略性目标,松散和多次被征服,反而使其找到了新的”输出“影响力的方式,什么佛教、阿拉伯数字等,都是印度这片松散大陆给发明出来的。
佛教对世界的影响不仅仅是教化人心那么简单,更主要的是,佛教让印度后来很多的统治者,不至于追逐世俗权力层面的长生不老等(就不会走极端),死亡变成了因果轮回(对谁都公平),侵略者也变得更温和(避免被侵略后残酷的镇压)。这实际上就是一种强大的向上管理,这甚至对后来中国的历史影响也很大,因为中国的诸子百家,实际上属于出世入世,对死这个问题的思考并没有那么深,而且还很忌讳,佛教的传入,给中国带来了新的,对死亡的解释体系,这个的影响至今还在持续,东西方的生死观因此也有所不同。
说这个什么意思呢,对于外部机遇与危机的思考,需要看到那些针锋相对的攻击,也需要看到在松散中蕴藏的可能风险。这不是说我们就要毫无逻辑的警惕印度,而是要关注其成长,印度如果有好的东西出现,我们也可以拿来学,而这本身就是中国文明的优势。比如改变中国的马克思主义,就是从当时比较松散的普鲁士德国那片土地上诞生的,而且仅仅只是那片土地上其中一个学说。
中国历史悠久,这种悠久,不是简单的一个概念,而是其中运行的逻辑,那就是开放和寻找适合自己,可以本土化的,能够指导实践的理论和发展体系,无论这种体系来自何方。
我再举个例子,比如这次雷蒙多访华,说要给美国的企业争取利益,如果中国没有按美国的意思办,美国的企业会失去耐心什么的。然后去了上海迪斯尼。其实在民间运作方面,还可以带雷蒙多去一下拉萨的麦当劳餐厅,因为这是地地道道的,世界上海拔最高的麦当劳城市餐厅,不是之一。然后还可以让雷蒙多去一下乌鲁木齐的耐克专卖店,这是离海洋最远的城市里面的,耐克的专卖店,没有之一。这些都是中国大统一市场给美国企业创造的吉尼斯纪录,完全可以拿来做营销。
中国对世界的开放,大部分情况下,美国等是理解不了的,也不愿意理解,中国的崛起,为什么叫”复兴“,这说的不是某个美国等所只愿意看到的一个单一镜像,而是一种真实存在的,绵延不息的巨型生态文明。
- 绝大多数价值投资者秉持的是一种“太阳底下无新鲜事,每次都一样”的思维。
正常来说我也是这种思维。但我的认知深处依然有“如果这次不一样呢”的想法。
所以我会在绝望的时候淡定的买入,但依然会做好准备,迎接哪怕万分之一概率的不同。
囤菜也好,囤药也好,囤积各种金融产品也好,无不透露着一种一以贯之的思路:
按照已发生的事实,推论可能发生的任何结果,然后做准备。无论发生什么,都要撑到最后一个倒下。
你可以嘲笑我杞人忧天,也可以嘲笑我做无用功,但我知道我会活着。
- Quest 2 is liveDon’t miss out on 5 Million SUI in rewards. 2.5M SUI for top 5,000 players and 2.5M SUI for all eligible players.Read the blog
- 韩国政府公布数据称,韩国有近五成年龄介于25岁至49岁的男性处于未婚状态,另外,每三名女性中就有一人未婚。
韩联社报道,韩国统计厅星期二(7月11日)发布《低出生率与韩国社会的变化》。该报告称,韩国的单身男女正在急速上升,其中年龄介于25岁至49岁男子的未婚比率逐年递增,未婚比率在2010年为35.3%,但在10年后,这一数据跃升至47.1%。
韩国女性的未婚比率也在持续增加,2010年为22.6%,2020年则上升至32.9%。
此外,韩国的注册率也在逐年递减。数据显示,在2022年,只有19.2万件注册申请,较1970年的29.5万件减少了10.3万件。据悉,韩国男性的平均初婚年龄为33.7岁、女性则为31.3岁;二者的差距为2.5岁,较2012年的2.7岁差距小幅收窄。
- I just voted "Yes" on "Ammendment to SIP#20 - Continued Balance and Rebalancing" https://snapshot.org/#/stgdao.eth/proposal/0x5280241b4ccc9b7c5088e657a714d28fa89bd5305a1ff0abf0736438c446ae98 #Snapshot
- 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.
- 晚间的消息面还是很丰富的,首先是孟女士表示算力需求增长的幅度能见度是500倍。要知道她是CFO出身,CFO说话本身都是比较保守的,如果换原来的某个轮值主席说,数据可能会更夸张。这个表述会在早盘开盘就得到反馈。
上海也除了算力资源统一调度的指导意见,到今年年底的目标是接入4个以上算力基础设施,智算能力达到1000 PFLOPS。到2025年这一目标将达到18000 PFLOPS.
从算力角度来看,长期需求不止是训练算力。海外延迟推出GPT5.0,其原因一定程度上是因为,即使训练算力够,你可以推出5.0,但对应做应用需要的推力算力、尤其是连接终端的边缘算力不足,那么你5.0也发挥不出更大的效用。所以,在训练到位后,推理和边缘侧的需求会越来越大,没有万物互联就没有真正的AI落地。
除了算力,数据的重要性也越来越凸显。海外先行,咱看海外,推特正在和微软掐,因为微软调用了推特的数据进行训练。美版贴吧也开始注重数据权益,要收钱。从语料的角度看,后续随着模型的参数继续上升,语料肯定是不够吃的。这就势必要求各个垂直领域要在有价值交换的基础上,共享数据。至于这个分享机制如何形成,且先看海外怎么搞。
半导体方面。阿斯麦的CEO在解释季报的时候,明确说明了中国去销售贡献8%,占挤压订单20%。同时他还表示“今年其余季度,市场可以看到中国销售份额将有明显提升”。那么咱们不用再猜了,接下来只是数量和机型的问题,销售扩张肯定他已经说得很明白了。设备和材料,以及配件的上涨,未来会随着各地机器到位而继续发酵。
至于说核心设备进口增加,和国产自主是否冲突,这个不需要太多讨论吧?以往我们在所有的行业打破封锁,都是咱们接近做出来第一台,对方就会开始大量卖。但是咱们做出来首台套之后,一定是不会停的,会从补短板到铸长板,最后发展到作业主。这是咱们惯有的模式,也是市场体量带来的底气。
且从国产替代的角度来看,咱们的芯片进口如此之大,替代才刚刚开始。不用焦虑多买几台光刻机,自主的就不做了。用这种思维,咱C919是不是该停工了,动不动就买空客,哈哈哈。
消费方面,昨天也吹风正在起草恢复和扩大消费的政策,重点有三个:大宗消费、服务消费、农村消费。那么结合以往的经验,可以预见涵盖房、车、地方消费券、各种下乡。相比消费,我个人觉得基建的防御效果更好。毕竟消费政策的能见度都很清晰,搞了这么多年,很难再出新东西。但基建作为三驾马车优先发力的部分,今年大概率可以看到特大型工程的启动。
至于新能源方面,最接近触底的是锂电博弈,锂电博弈触底,电车链利益重新分配也就完成了。锂价保持在20万左右运行,首先是利好储能,尤其是处于20万以下时,可以看到储能的放量。这一点,可以在后续电池厂的季报中寻求验证。至于风光,博弈还没有结束,还需要多一点的时间。从股价角度,这个方向以及军工方向,有很多个股已经触底了,拉长时间看,现在买是不会亏钱的。只是其他方向赚钱效应更好,所以继续整理而已。如果风偏不足,无法在半导体AI方向赚到钱,那么多琢磨琢磨赛道也不错,心态放平就好。
- I just voted "YAE" on "[ARFC] Add MAI to Optimism Aave V3 pool" https://snapshot.org/#/aave.eth/proposal/0x5c5de0a7cb87170f6b0f28da20c079f9c89350125fffa9f80e0f60cc3c9d43ea #snapshotlabs
- I just voted "YAE" on "[ARFC] Add MAI to Arbitrum Aave V3 pool" https://snapshot.org/#/aave.eth/proposal/0xef9654757a0d1aaec6f970f444ce54cfb2d6c2af0ccbfeb9a182acd51919453c #snapshotlabs
- I just voted "In Favor" on "AIP-227: Nothersight - Public goods for building DAOs based on islands in the" https://snapshot.org/#/apecoin.eth/proposal/0x9d76318bba15207c6f9b20bdbe29a0f959e2cd0013ced420662c7ae68675aa0c #snapshotlabs
- I just voted "In Favor" on "AIP-236: Fantasy Novel about NFTs" https://snapshot.org/#/apecoin.eth/proposal/0x35d9ae0f3f1cf37003696d05d9640bf8316c4fc8e453f6c318480950bde98ef9 #snapshotlabs
- I just voted "In Favor" on "AIP-214: Sponsoring The DAM Show + Live Game Shows " https://snapshot.org/#/apecoin.eth/proposal/0xfbd063309e84a588bdb81ac67bcc21508c9f3ea19884aaa85ddddeccfae3dbd5 #snapshotlabs
- I just voted "In Favor" on "AIP-239: Working Group Guidelines & The Governance Working Group Charter" https://snapshot.org/#/apecoin.eth/proposal/0x0922c9ec0b3fea4bdfdd9f30208360c760957434c7f3fc97e7124c929c674d95 #snapshotlabs
- I just voted "In Favor" on "AIP-240: Community Discourse Facilitators" https://snapshot.org/#/apecoin.eth/proposal/0x8973b120f7bf0f3c40da9d5642b80186824aa698227166f1b5196ad032da12c7 #snapshotlabs
- 什么是有修养的人。
我觉得是对某些世俗层面不如自己的人尊重、客气,就是有修养的表现之一。
比如,有钱人对待富的人,比如上级对下级,比如客人对服务人员。
你对比自己有钱的,有权的,服务对象客客气气并不稀奇,你对不如自己的人依然尊重,那才是有修养。
这也是很多人为什么有点钱有点权就对别人吆五喝六,然后让人看不起的原因。
他只有钱,只有权,只有这些外在的东西,他的内在没有跟上。
最可笑的是,他有钱有权,关别人什么事?他有钱,也不分给大家,他有权也不会让大家孩子都上名校,他在NB什么啊,就很机车唉。
- fuheb
- I just voted "Option 1" on "[Temp Check] - Community Preference for Supply Cap Limits for LSTs" https://snapshot.org/#/aave.eth/proposal/0xf9261916c696ce2d793af41b7fe556896ed1ff7a8330b7d0489d5567ebefe3ba #snapshotlabs
- I just voted "YES" on "✅ARBITRUM ($ARB) claim✅" https://snapshot.org/#/lido-snapshot.eth/proposal/0xd4e4bb2bb4bf725a3dc199d48b4442104b19768c22801dc192afb5001047c860 #snapshotlabs
- I just voted "For" on "[GIP-51] Allocate GEAR to Balancer/Aura g-USD pool bribes" https://snapshot.org/#/gearbox.eth/proposal/0x28152a0b134523dde8d98fdd853a15e9d649c5d6949404951ecc6c3209584c1a #snapshotlabs
- I just voted on "GXV V2: Interface & Market Paramaters" https://snapshot.org/#/gmx.eth/proposal/0x4bb2ac5546101e39ea0a0a11a689e967c8720814e5ca804d112bd55cc4072d0c #snapshotlabs
- I just voted "Option 1" on "[Temp Check] - Community Preference for Supply Cap Limits for LSTs" https://snapshot.org/#/aave.eth/proposal/0xf9261916c696ce2d793af41b7fe556896ed1ff7a8330b7d0489d5567ebefe3ba #snapshotlabs
- **🪂重磅福利:Space and Time NFT空投 X 10,单价0.18E**
大家心心念念的Space and Time空投来了!10个NFT直接发至钱包,单个地板0.18E,未来赋能可期。
该项目两轮融资3000万美元,最新估值3亿美元,投资方包括微软M12基金、Framework Ventures等,合作伙伴不乏Microsoft、NVIDIA等巨头。
官方给了10个NFT,全部空投给大家,推特抽8个,Lenster抽2个,48H后开奖:
①关注 @wenxue600.lens +官方推特: https://twitter.com/SpaceandTimeDB
②加入DC(官方有NFT赠品活动): https://discord.gg/spaceandtimedb
③点赞、转发、收集本帖+评论区写下你在币圈收获的第一桶金/踩过的最大坑(含以太地址,中奖的直接拿走)
- I just voted "Yes" on "Make Velodrome the STG Hub on Optimism" https://snapshot.org/#/stgdao.eth/proposal/0xf980d6deed62c3d77dd055963724b9d07ea0f383a2142703e5581c8e751b06ad #snapshotlabs
- I just voted "Confirm Proposal" on "GMX V2: Chainlink Oracles" https://snapshot.org/#/gmx.eth/proposal/0x71cf8eefa2b242043e1335fbbe11c8830ff5a40c3ad067865eadea1312525769 #snapshotlabs
- I just voted "是" on "未来是否会有基于区块链的政府管理方式?" https://snapshot.org/#/lancom.eth/proposal/0x589017c2411bba743f060f88d5011cf4e4d78aab483abd1d420ad6709a1ef207 #snapshotlabs
- why is 4
- kield
- How pleasant it was to say nothing and explain nothing, neither to others nor to myself. Just sit and look into the distance and listen to the waves splashing on the shore.
- I just voted "YAE" on "[TEMP CHECK] - Whitelist Stargate for V3 Portals" https://snapshot.org/#/aave.eth/proposal/0xc17bc863a09c72152c1ac25d09fcee4748b58eb2e10e70886e20e77ad4d8fad0 #snapshotlabs
- I just voted "Yes" on "Create a Secure UniswapV3 Oracle for STG with Arrakis PALM" https://snapshot.org/#/stgdao.eth/proposal/0x9b511ccf8bd097176255da63725877de9f80caeea8a28256ff50dfad10a3820d #snapshotlabs
- I just voted "YES" on "✅ARBITRUM ($ARB) Airdrop claim✅" https://snapshot.org/#/lido-snapshot.eth/proposal/0x70420b8f64fd996c71a8141505090eaf044dc9cd2a8d22668d2820f7646f1ccc #snapshotlabs
- I just voted "YAE" on "[ARFC] Aave V1 Offboarding Plan" https://snapshot.org/#/aave.eth/proposal/0x569a161ff9e3684ad5fd767b72639a389ed6f58a838a3ab1b57ccd309058e026 #snapshotlabs
- I just voted "I Claimed" on "🎉LIDO x Moonbeam AIRDROP" https://snapshot.org/#/lido-snapshot.eth/proposal/0x37f0cf5a4c1ea87fde74532b721f5287b7d9e61cb8f8adcc2e54de18dc8124b5 #snapshotlabs
- kidlkjl
- **为什么离婚那么多?因为现在的女人已经不讲历史清白了。**
**做过相亲嘉宾的都知道,已经没有人问女方是不是正规的。如果问,就是渣男。各种各样的女拳上来就是一个大比兜。这个行情带来了一个新的变化,小女宁无所顾忌的疯狂勾搭中年男。因为好男人已经不在乎,自己八抬大轿扛回来的女宁是不是正规货了,小女宁就充分利用了这一点,而且要价不高。**
**我认识一个家庭,男方劈腿,小红是部门实习生,她的要求就是能被单位正式聘用(入职后,起薪是月入1.8个),就为了这个不太大的利益,小红疯了一样勾搭好几个中年男,她一个人搞散了三对夫妻。**
- Gm, everyone!🖤
Sometimes I feel like nothing works out as I planned, so this quote is for me:
'Life is trying things to see if they work.' by a great writer, *Ray Bradbury*
#lensfam #quoteoftheday #lens #travel #repost #LMCC
- 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 🧪
- I just voted "Against" on "AIP-230: "I don’t hate apes, I just want them to fund public goods!”" https://snapshot.org/#/apecoin.eth/proposal/0x0bb3c25e2d5d817d13cf040d7780641743553ef1ed0ec1cef1424567beb99ccf #snapshotlabs
- I just voted "In Favor" on "AIP-219: ApeDAO Partners with Kickback!" https://snapshot.org/#/apecoin.eth/proposal/0x0f23e5c3fd2b8cf9b2b2b3ddf91d077a12685fadee8e9f026566fe5618097a8c #snapshotlabs
- I just voted "In Favor" on "AIP-232: Resubmission of Building Apeverse: A Multi-language Information Hub for the Ape Ecosystem" https://snapshot.org/#/apecoin.eth/proposal/0x5318b19f28fbd21d733443ef41a898e772b0ac9d3d03e1d9ea1aec9835b0402a #snapshotlabs
- I just voted "In Favor" on "AIP-225: Ape Page - One place for everything about your Ape" https://snapshot.org/#/apecoin.eth/proposal/0xa7dcd57808c080a95e649894be930fb11b954e2e4992dec825079b46ae11f005 #snapshotlabs
- Guess where or in which movie this scene was in
- Let's build the future of web3 social at Eth Denver, with $25K in prizes up for grabs!
Register here https://app.buidlbox.io/guidl/lens-protocol
**Our bounties:**
***Best Lens Apps***
🥇 1st Prize - $7,000
🥈 2nd Prize - $5,000
🥉 3rd Prize - $3,000
***Integrations***
🏆 10 best Lens integrations - null,000 each
🤿 Dive into the Lens Social Graph with the new BigQuery public dataset, and think about creating a machine learning or data analytics tool for devs and creators to better understand their audience https://docs.lens.xyz/docs/public-big-query
🤍 Build new social experiences with mental health in mind, increase self-awareness of social media consumption, or improve the experience of collecting content.
🎶 Think how Token-gated drops on social media could help to empower both fans and artists, you could create a music experience helping collectors find new music.
🌆 Think about events and how people could network at conferences through Lens, consider the value of a person's attendance history, and imagine a world where tickets can be collected posts.
🎨 Explore ways to make content creation seamless for the Lens community. Build tools that empower content creators, and offer them unique features to take their content to the next level
🤝 Noodle on the idea of more brands entering web3, and think about ways to create a loyalty program for them on Lens and enable purchasing with a crypto wallet.
🫡 With more and more DAOs being created, explore how they could integrate token-gated voting or delegate profile actions to other wallets
Explore our new Lens Widgets, and integrate follow, share, and sign-in with Lens into your project or existing web3 front-end. https://github.com/lens-protocol/lens-widgets
Dev Docs https://docs.lens.xyz/docs
Hackathon Guide https://lens.xyz/hackathons
Keep this Lens integrations doc handy as it has some useful tutorials featured to help https://docs.lens.xyz/docs/integrating-lens
👩💻 Lens SDK details here 👉 https://github.com/lens-protocol/lens-sdk
📱 React Native Lens UI Kit (for mobile devs) https://github.com/lens-protocol/react-native-lens-ui-kit
🤝 Join our Lens Discord community to meet others building on Lens https://discord.gg/lensprotocol
Good luck, the team will be at our booth in MetaLand. Come show us what you are building to get some rare swag!
- #nftart #orrvan2 #lenster #lensview
you will shine like a star🌟
If you like these artworks,please🔻
1️⃣ Mirror
2️⃣ Like
3️⃣ Collect