ltc88 (@ltc88) • Hey
hello
Publications
- Heads up! Changing your X handle?
No worries! Your trusty Tomo account remains secure, even if someone else takes your old X handle. The only thing to note is that those with your new X handle won't be able to join your current room. But fret not! We've got a feature in the works to support X handle changes, and it's on its way. Stay tuned for the update!
- **草莽的胜利,Web3 是最大的草台班子**
- I just voted "For" on "Proposal: Update Security Council Election Start Date to Ensure Time for Security Audit" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x5e43fdcaa085476a7be4fb638dd57f7b3f6b708fbbbe1380e54da126c7a095d2 #Snapshot
- 接下来,本着技术和商业逻辑视角,一起探讨下UniswapX
由于链上环境受公链性能拥堵(gas不稳定)、矿工打包顺序可操控(易MEV)、AMM价格机制容易受市场波动影响(滑点磨损大)等原生特性影响。
使得当下的DeFi繁荣盛景停滞不前了,在吸引入场资金、催生挖矿创新,做市商友好度等方面,很难媲美CEX的交易体验。
UniswapX的出现,正是要解决这些问题
如何解决呢?UniswapX引入了一套链下节点供应商体系(Relay Network),这些节点可收集用户订单建立本地订单薄,与其他节点共享,最终打包上链完成订单的状态转换。
UniswapX此役第一炮瞄准了矿工节点,倒逼矿工节点规则改革。因为至少60%链上TXS都是交易属性,矿工不想流动性流失,大概率会拥抱.
有了这套链下Order撮合服务商,用户发起交易后,先在链下环境过一道,用户的0 gas交易、分批次打包、按最优价格撮合、抗MEV等体验都得依赖此链下服务环节补充。
基于此背景,我把此次UniswapX的核心功能,提炼成三个Highlights:
1)用户0gas准入门槛,准确说UniswapX设计了一套用户gas费由Pool流动性提供商LP承担,最终靠UniswapX补贴以手续费让利补贴给LP的商业内循环。
此举为了降低用户入场成本,吸引更多用户来DEX交易,唯一的担忧是LP承担的gas成本能不能从平台补贴中抵扣。
如果算上批量打包的gas节省,应该可以cover。
2)抗MEV,UniswapX在链下订单匹配阶段引入了一些特性,包括不完全按价格顺序排序,执行限价订单,本地账本消化价格差等,最终使得呈现在Mempool中的交易变得很难预测,压榨掉MEV的Arbitrage空间。
MEV之所以存在就在于矿工按gas高低优先打包的机械机制,有了链下账本的调控,MEV确实会改善不少。
3)荷兰拍式Aggregator,UniswapX这次涉足了聚合器领域,通过荷兰拍式来选择第三方交易routing,这一举动很卷,会优化pool之间的价格交易Slippage,颇有带头大哥出面规范聚合器江湖的韵味。
Uniswap的虹吸效应会抢夺其他聚合器的蛋糕,但其规范聚合器市场,防止router作恶的机制长期看会做大蛋糕。
至于其他限价订单、止盈止损订单、引入权重费用、定制化滑点、算法优化以及监控工具等服务都可以归纳为以上三大核心功能的一部分。
总体看下来,你会发现UniswapX的体验越来越接近中心化交易所了。对,这正是UniswapX的最终战略意图,正面叫板CEX。
首当其中会抢夺CEX的用户群体,因为一旦用户0 gas的内循环机制被跑通,MEV的不公平、作恶Aggregator的危险等去中心化不可控风险被抹除后,用户使用DEX拥有了CEX一样的体验,自然会涌向DEX。
其次会催生一批链上做市商,新的链下账本机制可给足做市商空间,带动主流流动性涌进链上环境。
至于庞大用户群和流动性涌入,能不能催生下一波DeFi市场繁荣,我持观察态度。
因为治理代币挖矿掀起的DeFi Summer,多少带非理性因素,比如夸张的APY,层出的组合玩法等。
UniswapX大方向是规范市场资源,精细化存量市场流动性分配的初衷。链下节点提供商以及聚合器会不会滋生新玩法,有待观瞻。
整体来说,我认为UniswapX的推出称得上一次范式创新。有很多细节,比如链下节点服务商如何激励,Pool Oracle价格如何规范,荷兰拍aggregator机制如何,旧矿工节点和新链下节点如何博弈等等。
当DEX市场蛋糕整体被做大的话,这些未知变量,都得靠市场进一步描绘。
期待会,卷出新生机!
- 一个月没看这个 “努力” 实盘了,做回来两个盘。
其实都有翻倍了。只不过接入滞后。
梭哈盘 1.5w -> 3w 提现了。
努力从 2500 -> 5400
- 其实现实中我是一个性格内敛、慢热的人。这种性格限制了我的社交圈子,让我错过了很多交友的机会。但我一直坚信,交朋友不是为了迎合别人或者讨好他们,而是要建立真正的心灵纽带。我宁愿跟那些志同道合、真诚友善的人交朋友,也不愿去花言巧语讨好那些我不喜欢的人。尽管这样可能会让我错失一些机会,但我始终觉得做真实的自己才是最重要的。
- m美不
- Some moments captured in Upstate New York, on film 🎞️
@photographers.lens #grainisgood
- kSync Era 于 2023 年 3 月推出。仍处于早期阶段;Aave 或 Uniswap 等 dapp 尚未部署。
**最可能的结果:**
一旦他们去中心化测序仪,就会发生空投 -> 约 2024 年 5 月 Clip 涉及 Alex Gluchowski – Matter Labs 首席执行官 所有提示都是公开的。
- 为啥英文区满屏这个新闻,上个牛市有灰度,这个牛市贝莱德?有意思的猜想!市场总有一台发动机举旗呐喊!
是否说明光明会已经收购了筹码?毕竟10万亿美金资产规模贝莱德背后的组织。假如您不知道光明会,可以去看看老高与小茉的视频
所以恐慌中,您收购筹码了嘛?
- 19 岁的人从#Airdrops开始每月赚取 1,500 美元以上
已经为您完成了这项工作,并找到了 2 个令人难以置信的工具,您可以使用它们在其他人之前找到最新的空投。
- Given the current macro context I don't know if I prefer holding Fiat or $PEPE tbh..
- Cheems Guild 是一个拥有 369 个珍贵 Cheems NFT 的集合,建立在 zksync 区块链上的精品集合。您的 Cheems Guild 可以作为高级通行证,享受独家福利和社区供您探索
- Prosperity and decline, or prosperity.
- Poverty is the result, not the cause. More than 80% of poverty is caused by laziness, not the limbs, but the brain power. Do you think you are poor?
- The data that the project party really needs is the cross-chain data of different types of assets on each blockchain.
- 美好的一天开始了!
- 山寨经过长时间的疲软,其实很多币已经具备发动行情的希望,大饼市值短期也基本见顶,而以太逐渐变强势,也一次次被骗,上演狼来了? 咱们要做的就是持币不动,等涨。
- 近期大饼独秀,山寨萎靡。市占比一度攀高。这是一个好现象,每次大行情的孕育,都是在极度悲观中诞生。假如加密货币是一个独立的金融生态,BTC便是信仰共识的神,而其他统称庶民。庶民的悲剧在于,他可能在未知的时刻便会凋零,但神永远在人心中永存。
- welcome, @galverse.lens, to the orb community!
as a holder, you now have access to an exclusive space on the orb app.
come hang out with us!
https://orb.ac/community/64296330b9f657e2ffe31643
- Catch me wearing @lensprotocol merch everywhere 😂 Got the opportunity to go surfing with Red Bull athletes at Kelly Slater's wave pool last week✌🏻 dropping a vlog about it on lens soon
- Day 1 of Beat Snippets from Heno. as a FREE COLLECT to my growing community for the month of April. Will also make songs from the ones that get the most engagement. Collect today!
Much love to @beatsapp.lens & @lensprotocol.lens!
- 风浪越大鱼越贵,往高处看处处是风景
- 很多人不太喜欢听宏观分析。 每次发宏观逻辑,阅读便不太理想。 但宏观,尤其货币政策,是大类资产价格的重要影响要素之一!
- 黄金与BTC挂钩,个人认为并不是一个良性事件。从大类资产分类,BTC天然属于风险资产的选项类别
- 黄金与BTC挂钩,个人认为并不是一个良性事件。从大类资产分类,BTC天然属于风险资产的选项类别
- 很多人不太喜欢听宏观分析。 每次发宏观逻辑,阅读便不太理想。 但宏观,尤其货币政策,是大类资产价格的重要影响要素之一!
- 风浪越大鱼越贵,往高处看处处是风景
- 埋头苦干去了!再见
- 再看看我的这条分析! 短期行情本来就是以振荡调整为主,配合利空消息以达到洗盘的目的,下方跌幅有限,你需要思考一个问题,为何上涨时出现的多是利好,而调整时出现的多是利空?思考清楚这个问题,对交易会有很大的帮助!
- 不是我不愿意听老人言, 而是我不想听【失败者的瞎扯】, 你若成功, 我肯定听你讲废话, 你自己都没有成功, 何必教我做事? 不建议年轻人去听信大叙事, 然后把月薪3-4k cny(400u)的工作当成宝。
- “I would love to see entrepreneurs building small use cases and iterating. Many ideas will fail but the point is to build fast, keep iterating and learning. Lens makes it easier and less risky to experiment.” @stani.lens at #ETHDenver
- We are excited to announce the Ethereum Denver Hackathon Winners.
🥇 **1st prize** - Hooks: an interactive mobile app for mixing and sharing video and audio on Lens https://www.youtube.com/watch?v=g5UFriFzySg
🥈 **2nd prize** - Palm: An open & composable mobile messenger & social protocol for web3 social communities https://www.youtube.com/watch?v=iLeQywZt2Ho
🥉 **3rd prize** - Dragverse: A decentralized social media dApp for Drag performers and fans to build their communities https://dragverse.app/
🛠️ **Best Lens Integration winners**👇
- LensScholar: https://ethdenver-9efl6w0q7-ataxia123.vercel.app/
- OpenAsk: https://openask.me/
- Know Your Developer: https://d-app-inky.vercel.app/
- RoyaltyLoyalty: https://royaltyloyalty.vercel.app/nft/0xd9dae8c7b6b1938404d76403684fd7c7612218de
- Liberate: https://www.loom.com/share/b1eada1faa7b49b98dcf5297350769a9
- Denoted: https://denoted.xyz/
- L's with Frens: https://www.youtube.com/watch?v=NSEjhqyLSQg
- Swosh.cash: https://swosh.cash/
- Splash: https://www.loom.com/share/49a96e17d5214778a180ed9f099ce71b
- LensGOAL: https://lens-goal-1js2rwuul-lens-goal.vercel.app/
Thanks to all of those who participated in the Hackathon. We're excited to onboard more devs into the Lensverse, and looking forward to seeing you all at more events this year.
If you would like to learn more about building on Lens our Dev rel team @nader.lens and @fabri.lens are here to help 🤝
Dev Docs https://docs.lens.xyz/docs
- Create together, earn together 🌿
Creators can now split revenue earned from Collects.
Share earnings with as many as 5 creators. With custom percentage splits.
Collects is among the most popular features on Lens.
We recently added the option to set limited quantities and/or time limits to collectible posts.
We’re excited to offer new ways for collectors to support creators, and for creators to monetize with Collects.
Learn how to implement the Multi recipient Fee Collect Module in our dev docs: https://docs.lens.xyz/docs/create-post-typed-data#multirecipientfeecollectmodule
Start using Splits today on @buttrfly.lens , @lenster.lens & @lenstube.lens - with more soon to come!
- Spork frens holding an Eth Denver pass #1,854 are now eligible to claim a Lens profile at https://claim.lens.xyz
Once you have your profile...
- Check out the apps at http://lens.xyz
- Try @orbapp , @lenster , @buttrfly , and @lenstube
- Set up your profile and add a profile picture
- Make genesis post
- Find friends from Twitter in Lens https://inlens.xyz
- What an experience to meet all the builders at Stanford and San Francisco last week!
- This is Lenny
- ICYMI
- Create funny and dank Lens memes. We’ll mirror and highlight our favorites.
We are running a competition on @memester-xyz.lens! Go to https://memester.xyz to submit your entry!
- Create funny and dank Lens memes. We’ll mirror and highlight our favorites.
We are running a competition on @memester-xyz.lens! Go to https://memester.xyz to submit your entry!
- @yup_io Mobile Beta is going live! We've teamed up for a unique drop for UFO Genesis Pass holders and UFO subscribers across Lens and Mirror
You can register for the Mobile Beta & claim a free UFO x Yup NFT for priority on the Waitlist
4500+ NFTs have already been minted, 20K total supply, 39 hours left
Register + Mint : https://ufo.mirror.xyz/MvBjw0Hb_Sp0AEAY-daKKKoDnliJgr7Jn8E03mCq9Tg
- I just voted "yes" on "Proposal to Bootstrap liquidity for Stargate USDT pools on Pendle" https://snapshot.org/#/stgdao.eth/proposal/0xb89734985fddc3bc70404eaa6d62100ddeeea26c54c0ea55f66a089f79dde3ca #snapshotlabs
-
This week on Lens!
We released Splits for Collects. This feature can be used by creators on @buttrfly , @lenster & @lenstube https://lenster.xyz/posts/0x01-0x0188
🎶 @oohlala adds a Direct Mint feature for Lens Music.
https://lenster.xyz/posts/0x0102fa-0x9f
🥟 You can now use keyboard shortcuts to navigate @dumpling
https://lenster.xyz/posts/0x018d04-0x30
📬 @mailchain enables the use of your .lens domain to send web3 native comms.
https://twitter.com/Mailchain_xyz/status/1631051734713004032?s=20
We loved meeting all the builders at Eth Denver
https://twitter.com/LensProtocol/status/1631739294036660225?s=20
Apoorv Lathey launched an extension to help move your Tweets to Lens https://twitter.com/apoorvlathey/status/1623782881154985984?s=20
Talent Layer is allowing Lens users to go claim a handle on their protocol https://twitter.com/kirstenrpomales/status/1631058530831572993?s=20
@orbapp created an ETH Denver community area in Orb, which now boasts a whopping 15k members! https://lenster.xyz/posts/0xbbb9-0x01e9. If you are building on Lens to help communities at future events we would love to see your work!
The Eth Denver Hackathon Winners were announced, watch this space for these innovative projects built on Lens https://lenster.xyz/posts/0x01-0x0186
@defidad got the scoop on scaling with ZK rollups from @Stani.lens https://lenster.xyz/posts/0x2e09-0xc2
@nader shared the origins and the ecosystem of Lens at Eth Denver and gave a live demo of a Lens app built in five mins https://youtu.be/GkogXPCIn5E?t=58
telliesite created some cool tutorials on how to integrate Lens Share and Follow buttons. https://tell.ie/learn/lens
Ready to build your own video app? Check out Suhail Kakar's tutorial on building with Lens!
https://twitter.com/SuhailKakar/status/1630956913096572930?s=20
Lens & Frens SF meetup https://twitter.com/Thehouseofweb3/status/1633666296851369990?s=20
If you attended Eth Denver and hold the general access pass #1,854, you are now eligible to claim a Lens profile https://lenster.xyz/posts/0x01-0x018b
For all our NFT Paris frens that scanned the Lens POAP at our gallery, you can now claim your Lens profile. https://twitter.com/LensProtocol/status/1630573876165083136?s=20
Discover more of what's being built in the Lensverse https://lens.xyz/apps @nader and @fabri are here to help!
- Making web3 social user-friendly #EthDenver @stani.lens
- What do you all think about nuclear power?
- Check your Arbitrum airdrop eligibility here:
https://arbitrum.foundation/
- https://open.spotify.com/track/70cz9LkMFGzRlbmEdGFRH7?si=GSxDCwOBRoC4KWSkFB10Mg
土曜日のフライト / Wake Up, Girls!
作詞:只野菜摘
作曲・編曲:田中秀和(MONACA)
Guitar:堀崎翔
Bass:渡辺等
Drums:山本真央樹
Piano・Organ:sugarbeans
Violin:今野 均・森本安弘
Viola:長石篤志
Cello:村岡苑子
Programming:田中秀和(MONACA)
Mixing Engineer:近藤圭司(SIGN SOUND LLC)
- https://open.spotify.com/track/46d8sJRrAeJoQPoNl3vXuH?si=KLELpMfASOC65zlH0aJ62g
KILIG / 鹿乃
作詞:鹿乃
作曲:田中秀和(MONACA)
編曲:ハヤシベトモノリ
Sound Producer:田中秀和(MONACA)
Sound Coordinator:みすみゆり(MONACA)
All Instruments & Programming:ハヤシベトモノリ
Mix Engineer:ハヤシベトモノリ
「この音楽が好き」という気持ちって、200年先まで続いていきそうな奇跡のようなものだと思っていて。歌うときも浮かれているようなキラキラした雰囲気を意識しました。-鹿乃
- Let's GHOOOOOOO! We are live on Testnet! 👻 gho.xyz
Stay up to date on all things GHO here (and grab the genesis edition collect!)