lawrence (@lawrence) • Hey
i am lawrence,nice to meet you
Publications
- 而交易所的创新机制很快就有竞争对手模仿，或者甚至直接copy，这种竞争环境是十分恶劣的，你必须持续保持警惕和领先，这种商业模式有点类似于传统世界中的零售商的感觉。你不能说你聪明一次就可以了，你必须持续保持聪明，而且是最聪明的那种，那很难。
- 大部分crypto项目都还很早期，谈护城河也为时尚早。或者可以这样说，绝大多数项目都不具备真正的护城河，用户是没有粘性的。现在大部分能够创造收入的项目都属于交易所范畴，而交易所这个领域的用户是天然没有粘性的，人们可以非常容易在不同的交易所之间转换，用户的转移成本为零。
- 所以，现在绝大多数的crypto项目都是没有价值捕获机制的，而那些有价值捕获机制的项目，其创造的收入流还非常少，并且还面临着激烈的竞争。开源的区块链世界中，竞争远比传统现实世界要激烈得多，因为可以fork你的协议，然后采用激进的奖励措施，把你的用户都吸引走。让你的费用创造能力一落千丈。这里的典型代表就是blur。
- 在现在的crypto，除了ETH以外，其他项目所产生的自由现金流可以说少之又少。而且即便有大量的收入产生，其收入都没有给到代币持有人，而是给了项目方控制的国库或者做市商，比如uniswap虽然产生了大量的交易费用，但是这些费用全部给了做市商。代币持有人一分钱也没有拿到。
- 我非常能够理解为什么巴菲特芒格都看不起crypto，作为一个价值投资者，首先考虑的是自由现金流的问题，如果不能产生大量自由现金流，那么这个领域就不值得关注和投资。现在crypto的现状就是在应用层没有看到大量的自由现金流产生。
- S4 E3 | Rules of Game Design w/Andy Boyan
In this episode of Rehash, we sit down with Andy Boyan, founder of Infinity Keys, to talk all about games, game theory, and how games can push the web3 space forward by offering an alternative incentive mechanism that isn’t purely financial. We dive into Andy’s definition of a game, what differentiates a good game from a bad game, and discuss the psychology of play. Andy gives us the inside scoop on Infinity Keys, the many ways it can be used, and he drops some potential alpha on a possible Rehash/Infinity Keys collab in the future.
- S4 E2 | Turning Users Into Owners w/ dthinksweb3
On this episode of Rehash, we speak with dthinksweb3 about what web3 misses in the UX department, how to close the opportunity gap and hire outside of your network, and how to make the mental shift from user to owner. dthinksweb3 speaks candidly about her experience working in web3 and shares a very spicy take about DAOs.
- Collected today 50 bucks worth of content on Lens 🫡
- `getting started` with #lens in 5 steps 🪴 [March 2023 update]
(0 a) maybe consider adding some information about yourself and a pfp to your profile before you start.
(0 b) "hello world" posts get quite some attention ... 😉 . (if you can post something related to what you are interested in ... 🎇 -> People you start following might take a look at your profile and follow if they are interested in the content you share.) Find one great example at the end of the post.
(1) https://lists.inlens.xyz/lists/818891525288558593 *updated* - list of great profiles to start your lens journey ... you will discover a ton, worth following profiles in the communities of people in this list. lists.inlens.xyz/ in general is a great starting point.
(2) find your twitter contacts on lens: inlens.xyz/ (not everyone with a lens profile, active on twitter, is very active on lens (yet ;-)). Maybe consider connecting with new people, sharing interesting content on lens.)
(3) probably you read this post on @lenster.lens . If you are interested in lens mobile apps, @orbapp.lens and @buttrfly.lens (iOS only) are at the moment - imo - the most advanced general purpose lens mobile apps. One of the beautiful things regarding lens is that it doesn't matter which lens app you use, every lens app has access to the same content and social graph.
(4) what you share on lens is stored and publicly available for a very long time. Probably *forever*. You can hide posts, comments and mirrors. But that's a front-end feature, the data is still available and publicly accessible.
(5) "collects" are a very powerful concept, adding a NFT version of the post to your address (4th symbol below a post on @lenster.lens ). Collects can be monetised -> creators can use collect fees to earn money on lens.
`advanced topics`
other mobile apps: @lentilapp.lens (iOS native general purpose app), @converseapp.lens (iOS @xmtplabs.lens mobile messaging app pls contact @polmaire.lens if you are interested), @lenstaxyz.lens image focused lens mobile app.
other browser apps: @pinsta.lens pin lens content, create and publish pinsta boards. @beatsapp.lens music focused lens app . @focalize.lens browser extension for posting on lens. @youfolio.lens trading lens creator tokens. @dumpling.lens video platform on lens.
market place: @lensport . Buy and sell collects, create token gated posts.
fun: @thesmurfssociety.lens smurfs game, get early access with your lens profile. Mix recipes, find potions and crystals. Be careful highly addictive. @memester-xyz.lens create memes easily and publish directly on lens. lenstube.xyz/ videos on lens. www.lyrical.world (#LensAI) create ai generated images and publish on lens. @amnisiac.lens listen to music in your feed or other profile's feed (e.g. @mixtape.lens ). @truthordare.lens ;-).
tools: @chainjet.lens automate processes, like notifications ( @remindmebot.lens 👀). @lensdropxyz raffle tokens based on constraints (e.g. 1 of the profiles who collected post xyz will get a NFT). @wav3s.lens incentivise people to mirror or comment content. @madfinance.lens Lens Bounties, allowing creators to earn "by creating a Lens post using the creative direction of a brand". @theshr.lens decentralised publishing platform. @letsrally.lens lens spaces. @wagmifund.lens decentralised crowd funding platform. @ethpass.lens add your lens profile to Apple or google wallet.
data: profile.lenskit.xyz profile overview with a github like activity board. https://dune.com/xmc2/lens-profiler get an overview of your lens statistics.
coming soon: @onboardapp general purpose app. @ensocollective digital closet. @lensplayxyz.lens video browsing. #theDial by @emmajane1313.lens . @lenstags.lens content discovery and organisation . #LensGarden dynamic activity based NFTs and more ;-).
lens protocol stats - provided by @buttrfly.lens (weekly posts + comments):
@lenster.lens 58.9%
@phaver.lens 27.4%
@orbapp.lens 8.0%
#lenstube 1.3%
@lensport.lens 0.5%
@buttrfly.lens 0.4%
lens history: approx 5 months ago #lensBeats appeared promising $BEATS airdrops for following and interacting with (collecting) its content. A few weeks, lots of attention and a few K WMATIC later #lensBeats burned its lens profile.
If you are interested in content distribution and increasing your reach on lens, maybe the following post is a good starting point: https://lenster.xyz/posts/0x017566-0xdf (e.g. @bvdaniel.lens combined his introduction post with an eye catching visual (only follower can collect) and an incentivised mirror (+100 followers ). 120+ collects, 80+ mirrors, 40+ comments ...)
list of all lens apps: www.lens.xyz/apps
#gettingstarted #5steps #newonlens #howto #onboarding #0to1
- What was your best moment during ETHDenver?
- AI和blockchain能够做的事情是不一样的，AI处理信息和数据，blockchain是人类协作平台。在未来元宇宙世界中，这两者都非常重要，blockchain保障了元宇宙的经济系统，而AI则承包了除此以外的一切。
- 总体而言，目前的crypto也好，web3也好，其革命性是不够的。远没有chatGPT给人的震撼程度。这里面也有属性不同的原因，AI是信息反馈，是交互式的，交互式的容易给人以震撼。而blockchain/crypto是由密码学构建的，更多是构建在数学和密码学产品化之上的，是具体的应用场景。
- 对于EigenLayer的担心并不是它会不会成功，而是它会不会过于成功，以至于占据了绝大部分的restaking市场份额，从而威胁到以太坊的安全性。我觉得这是很正确的担忧，虽然现阶段还完全看不到这一点。
- rocketpool的joe研发的proteus如果可以量产，那对于rocketpool的增长相当重要，这直接降低了人们成为节点运营商的门槛，至少在设备方面是直接降低。
- 撸空投其实考验的并不是体力，而是认知。尤其是当行业红利逐渐消失的时候。如果没有计算好投入产出比，没有相对确定性的收益来源，只是凭运气去做。那么撸空投暴富和中彩票其实是差不多的，可能比中彩票的概率要高一些。
- rocketpool的主要瓶颈在于要鼓励尽可能多的人运行设备成为节点运营商，而LEB8和持续上涨的RPL将会吸引更多人成为节点运营商。
- 下一阶段，如果aave把rETH列入e-mode，对于rocketpool来说毫无疑问是比metamask集成更加大的事情，因为可以进行杠杆循环质押操作。如果TVL可以达到97%，杠杆倍数再25倍以上。如果是90%，杠杆倍数也可以达到8倍。
- 1981年乔布斯26岁的时候就说 AI 的意义是把人从苦力里解放出来，让人去做更多创造性的事情。这种远见真的是无出其右。我想远见这种东西其实是大脑算力的体现，预测未来从来都不是很随意的，它其实是大脑根据已掌握的信息做出的延展和想象。
- 也许在四季度我们可以看到新业务的亏损率会进一步降低，但四季度疫情对本地商业的影响会更大，所以四季度的盈利数据现在还不好判断。
- 根据管理层在业绩会上面的表态，未来将会继续在新业务方面降低成本和提升效率，他们认为降低成本不会伤害长期增长潜力，所以他们选择逐步降低对客户的补贴，同时提高履约的能力。
- Implement a Follow on Lens button in less than 90 seconds.
In this video you'll learn how to add a "Follow on Lens" button to your web app in just a few lines of code.
- Crypto can be a scary place sometimes. But you're on a journey of a lifetime. The short term challenges don't dictate our destination.
The deeper you go, the brighter it gets.
- New quest alert!
“Onboarding to Lens” is a Quest to familiarize yourself with all the possibilities of decentralized social media with Lens and Lenster: https://app.rabbithole.gg/quests/lens-onboarding
There will be 7500 rewards for this quest from Domingo Beta. The Quest will be live until Monday at 11PM UTC.
A lens profile is required for completing all the tasks. Since Lens is still in beta, there will need to be multiple snapshots for users holding the NFT credential. There will be three snapshots at 2:00 PM UTC Thursday 8/11, Friday 8/12, or Monday 8/15 to be qualified for a lens profile.
BONUS: There will be an additional prize for being creative with your post. We’re giving the top 10 collected Lenster posts a Lil Noun! Will be determined and announced after the quest expires.
- The hero the internet deserves 🌿