mesha (@mesha) • Hey
The financial
stack for web3
The only all-in-one solution for web3 startups,
NFT projects and DAOs .
Publications
- D8奇迹:
市场确实平静得可怕。爆发前的宁静感。
D8奇迹:
crv事件没能让市场来最后一跌,只有上涨一条路可走了。
- 经济诺奖获得者克鲁格曼最近专门写了篇专栏,主要是批评类似马斯克等提出的,美国经济将陷入衰退的言论。
其实判断和分析经济问题,有多重视角,学院派是一种视角,企业家是一种视角,大部分人的正常感受也是一种视角。但这里面,并不是每一种视角都能拿到更具有代表性的数据,所以每一个视角内部,本身也有很大的差异,甚至是相反的结论。
如果单纯从当下经济走势的数据和体验角度来看,马斯克的判断和感受可能更为真实,因为马斯克拿到的是全球商业感受级别的数据,而且很容易形成对比。在五月份的时候,马斯克说美国的商业地产正在崩溃,而从目前的数据看,美国包括旧金山、芝加哥、纽约、洛杉矶、波士顿和华盛顿特区的商业地产价格已经出现了明显的下跌,有一些专业机构的预计是,到2025年,类似旧金山这样的城市,商业地产价值将下跌40%—45%。
无独有偶的是,在欧洲第一大经济体的德国,今年上半年商业地产交易额环比暴跌了50%。
商业地产从另一个角度来说,体现的是企业的活跃度,也就是未来就业市场的数据,但这些相关性,并不是仅仅统计学意义上的。马斯克旗下有数十家公司,对市场的感受其实更为全面一些,各个公司的业务实际上也都是在资本市场吸金能力很强的科技类型,什么航空航天、脑机接口、高速隧道、机器人等等,就连ChatGPT的访问量,也开始明显下降了。
当然,我不是来夸马斯克的,也不是说克鲁格曼的批评就没有道理,而是随着经济的全球化、科技化和数字化,尤其是数字化之后,对于经济等问题的研究,其本身是不对等的,这不是简单的宏观或微观理论的问题,而是各自掌握了完全不同的模型基础。
这就好比说,一群科学家,一直是基于地球是方的、平的来研究人类所有的社会现像和各类活动,但有一天,有人说,你们都搞错了,地球是圆的,要基于地球是圆的这个事实来研究地球上的问题。大家肯定一时半会是接受不了的。
说这个什么意思呢,如果从理解人类未来发展架构这个层面,克鲁格曼和马斯克可能已经处在两个不同的世界,在这种背景下,各自对未来的看法实际上没有任何对比性。
不过从经济衰退这个角度来说,马斯克和扎克伯格当下的各种炒作值得关注,什么格斗啊,复制推特等等,其实从另一个角度来说,只要持续的把大家的注意力都吸引过去了,无论谁胜谁负,全球用户都还是跑到美国平台去了。
前一阵是ChatGPT,现在又是一天之内就吸引了超过3000万注册用户的Threads。搞来搞去,全球的注意力还是在美国科技市场。
更有意思的是,法国此前的骚乱,说因为断了社交媒体才得以平息,这个可能性很大,但问题是,为什么法国自己搞不出一个社交媒体呢,整个欧盟好像也都没搞出来,就算当下马斯克和扎克伯格的炒作,实际上也只是美国对全球社交媒体掌控下的内部利益分配之争,对于全球韭菜用户来说,并没有改变什么。
- 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.
- kjfoa
- Dear Braavosians! 🎉
We've got some exciting news to share with you all!
The mySwap x Braavos giveaway has been extended until March 15th at 8:00 a.m. UTC!
This is your chance to win a share of the impressive 10,000 USDC reward and OG Roles in the Braavos community.😎
Participating is super easy!
**All you have to do is add liquidity to one of mySwap liquidity pools with your Braavos wallet.**
Remember, the more you add, the greater your chances of winning.
The reward tiers are as follows:
- Add at least $20 worth of liquidity for a chance to win 20 USDC! (x100 rewards)
- Add at least $50 worth of liquidity for an extra chance to win 50 USDC! (x50 rewards)
- Add at least $100 worth of liquidity for an extra chance to win 100 USDC! (x10 rewards)
On top of that, we will raffle 3 x 1500 USDC among the top 30 liquidity providers
All participants will get access to claim the "OG#3" role in the Braavos community!
To enter this amazing giveaway, all you need to do is:
1 - Add liquidity to the pool of your choice on mySwap Mainnet with your Braavos Wallet: https://myswap.xyz/#/
2 - Create a native tweet about the campaign
3 - Fill out the participation form: https://docs.google.com/forms/d/e/1FAIpQLSf_8hLvNbV8AKXmNLHLD6k5VzKAFy8p2Uu2TzjIdfELOBxMNw/viewform
4 - Claim your OG roles from the form's confirmation page.
Remember:
- When you add liquidity to the mySwap liquidity pool with your Braavos Wallet, no fees are charged other than gas fees.
- To fully experience mySwap on your mobile device, it's recommended to access it through the mobile app's search section.
- To provide $50 worth of liquidity on the DAI <> USDC pool, add $25 worth of DAI and $25 worth of USDC.
- The winners will be drawn in the 48h after the end of the campaign.
Don't miss out on this incredible opportunity!
It's simple to participate and you could win big!
- **🎉 Get Ready for a Stellar Experience: v3.10.0 is Here!**
We're over the moon to announce that v3.10.0 is now available in the **Chrome store**!
Prepare for liftoff as the dApps gallery now featuring a sleek **full screen mode**! 🚀
To access this cosmic upgrade, simply navigate to the dApps tab in your wallet and click the expand icon in the top-left corner.
In full screen mode, you'll gain access to a galaxy of information, including:
- The total number of dApps you've engaged with
- A record of your interactions with each dApp
- A comprehensive overview of your transactions over time
- **Your awe-inspiring Starknet Pro score** 🏆
Blast off and explore the new dApps gallery now! Don't forget to share your thoughts and feedback with us here on Discord.
We can't wait to hear what you think of this stellar update! 🌟
Try Braavos Wallet today:
https://braavos.app/download-braavos-wallet/
- Attention all Braavosians!
We have some incredible news that we can't wait to share with you! We're launching an exclusive NFTs and domain names giveaway in partnership with Starknet.ID!
To show our appreciation for your continued support, we're giving you a chance to win the coveted Shields of Braavos NFTs!
Bronze Shield of Braavos (Level 1) ,
Silver Shield of Braavos (Level 2) and
Gold Shield of Braavos (Level 3)
are part of Braavos' official collection, and their amazing attributes will be disclosed in 2023!
**To mint your Bronze Shield of Braavos (Level 1),** all you have to do is select an account with ".braavos.stark" as the primary domain, connect to https://app.starknet.id/braavos, and mint your NFT!
**To mint your Silver Shield of Braavos (Level 2),** select an account with ".stark" set as the primary domain and with 3 months of expiry minimum, connect to https://app.starknet.id/braavos, and mint your NFT!
And stay tuned, because we'll announce the availability of the Gold Shield of Braavos (Level 3) soon! So make sure to follow our social media accounts for the latest updates.
Act fast, because this offer is **only available until Thursday, April 20th, 12:00 pm UTC!**
If you're feeling a bit lost or unsure about the giveaway details, don't worry! We've got you covered. Head over to our blog to read the complete announcement: https://braavos.app/exclusive-nfts-and-domains-giveaway-win-the-official-shields-of-braavos/
We're so excited to offer this exclusive opportunity to our amazing community. Thank you for being so supportive, and let's make this giveaway a huge success!
Good luck! (edited)
- 🐱
- 1 $BTC for null million: is it a programmed option?..
@kingjunaid12.lens
- ATTENTION @wav3s lovers !!!
The Metamask extension is working again. Go enjoy your Wav3s forever and ever through the eternity of space-time and the compute of the Polygon blockchain. If anything doesn't work, either refresh or click again. 🤣🤣🤣
Want to know every wav3s alpha? join our discord like the legends: discord.gg/3hJYPaSc3g
Image credits to @job_penny
- 我个人认为,如果激进的人,做很激进的企业,
在顺风的时候赚大钱,逆风的时候有人给保底,不受到任何惩罚,
那么,对于稳健经营的企业来说,一点都不公平。
那么,未来,就会有越来越多的人更加激进。因为只有好处,没有坏处。
- 15638
- 美国CPI出来后,不管5月加不加那25个点,都不重要。只要9-10月可以开启降息周期,那咱们的跨周期+逆周期留的后手就可以启用了。
特斯拉昨晚的发布,没有展露太多的细节,但整体进度还是不错的,看市场是否有持续反馈。从场景来看,AI落地于机器人是迟早的事情。
AI方向昨天传媒暴热,标的扩散也越来越多,这是加速迹象。本质上二级市场对交易复苏没有太大信心,才扎堆炒AI,如果政策后续在基建或者其他领域发力,部分资金回归交易基本面的概率还是比较大的。所以,享受加速阶段时,还是要留个心眼的。
从交易的角度看,如果这几天的行情要延续,今天明天要放量了,不放量的话,容易出现盘中调整。毕竟在涨势上的票太多了。
- LensGarden NFT is the first dynamic NFT collection on Lens Protocol, it is a unique blockchain-based platform that is part of the LensProtocol ecosystem. It rewards users for creating and curating high-quality content, providing incentives to engage with the LensProtocol community and build their profiles.
Users can earn XP by completing activities such as joining liking, commenting, following Lens users, and completing challenges. As they progress through the levels, they have the opportunity to mint exclusive NFTs that cannot be traded on marketplaces, adding further value to the platform.
Here are some tips on how to increase your XP:
Gain followers: For each new follower, you'll earn 50 XP points.
Create new posts: Every post you create on the Lens Protocol ecosystem will get you 30 XP points.
Leave comments: For every comment you leave, you'll earn 20 XP points.
Collect : Each post of yours that is collected on the Lens Protocol ecosystem will get you 20 XP points.
Mirror other users: Each time you mirror another user's post, you'll earn 30 XP points.
Lens Garden NFT presents an exciting opportunity to invest in a growing blockchain ecosystem that rewards engagement and incentivizes high-quality content creation. The potential for growth and innovation is significant. Additionally, in Q2, you can look forward to the launch of Lens Tunes and an exciting new game.
Join us today and become a part of this innovative and exciting ecosystem.
- Throwback -> Galverse holder party in Shibuya 💫
Gals Neverending Karaoke party, Feb '23 ヾ(⌐■_■)ノ♪
- Testing out much cleaner, high signal notifications. I've been always wondering why we always get notified on every action while we could be notified on every meaningful action. No bots in my sight now 🙂
- #portraitofthemonth march dump 2023
- GM! 🌿
Leave a comment, a drop might be coming 👀
- 💥 🚨 💥 🚨 💥 🚨 💥 🚨 💥
Buttrfly Android Beta is here!!!!!!
This is an early beta, so we need users to help test the app on as many devices as possible.
If you see any issues, please send a screenshot with what android version and device you use.
Download:
https://play.google.com/apps/testing/com.buttrfly.buttrflyapp
- We have a new blockchain in 1st place🥇
Arbitrum more than doubled its total cross-chain transactions through deBridge, ranking in first place for March, followed by Polygon and BNB Chain.
Who's going to win in April?🤔
- Do you play any web3 powered games? Which ones?
- It's time for the quarter-finals of the Champions League Frens🚨⚽
Join our Champions League campaign🦄
How to join? 👀
- Go to @PhaverFC on Phaver
- Write your score predictions for today's matches in the comments
You can earn 1k Phaver points if you guess the scores correctly 🤝
Don't forget to join the campaign for all remaining Champions League matches! 🔥
- #nftart #orrvan2 #lenster #lensview
If you like these artworks,please🔻
1️⃣ Mirror
2️⃣ Like
3️⃣ Collect
- 作业笔记2023.4.11
NFT
1)Lens每周交互:https://twitter.com/ZF_lab/status/1645436211077726208?s=20
2)mantle :https://galxe.com/mantle/campaign/GCZTuUmDR7
3)Linea 生态一个邀请制的NFT 领取,领取后续可以兑换代币(需要Linea上有测试币):https://airdrop.ghostchain.io/#/linea/0x232F9B36Fb579a71034dc21A467c921eec01FAA9
4)辛佳迪的SISmo徽章:https://app.sismo.io/?badge=syndicate-dao-creator
5)https://galxe.com/Delysium/campaign/GCBHMU1Awb
任务
1)兔子洞任务:https://rabbithole.gg/quests
2)Blur仿盘:https://starblock.io/airdrop?ref=KY6vYI
投票
1)https://snapshot.org/#/unlock-protocol.eth/proposal/0xf0e392d073c803c78128b55a09a43d0c0952e2dc764f6a5f5541e321d4f6b1d1
2)Lenster第一次投票:https://lenster.xyz/posts/0x0c-0x2c
3)lenster投票 https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718
4)ARB投票
https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x7203289844e807781e8d2ec110d4b97a79a29944cae06a52dbe315a16381a2ae
https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x373dfa89fc9c5ccba8ed83fa3fa4f233edd270075b5f8f4f3902b408318d9d17
填表
1)Apt多签钱包:https://docs.google.com/forms/d/e/1FAIpQLSdmmqldfsMbg5kXAzAwM8bExVjGnQLAsBU7GLOiaI1OlFYrwQ/viewform
空投
1)给 ARB 空投资格地址的空投,还有 1 天多结束领取:https://auragi.finance/airdrop
测试教程
1)zksync新上线的五个协议
SYNTHR Omnichain 合成协议 https://www.synthr.io/
Deri Protocol 去中心化衍生品协议 https://deri.io/#/index
Cielo Finance https://cielo.finance/
Viva Leverage https://vivaleva.com/
共生跨链协议 https://app.symbiosis.finance/
项目
1)关于上海升级与ETH质押提款的“终极指南”:https://www.wu-talk.com/index.php?m=content&c=index&a=show&catid=38&id=13206
2)多重质押的终极叙事:https://news.marsbit.co/20230410220739863548.html
3)盘点2022年主流项目代币经济学——探索行业发展趋势:https://followin.io/zh-Hans/feed/3830268
4)以太坊 Layer2 强势落地,留给Aptos、Sui等新公链的时间不多了:https://mp.weixin.qq.com/s/pq7B4xEeAB1PoOFfaelWEQ
👤 Linker: https://linktr.ee/ZFlab
🐦 Twitter: https://twitter.com/ZF_lab
🚀 Lenster:https://lenster.xyz/u/zf_lab
👾 Discord: https://discord.gg/Gy5RhbMyCW
💬 Telegram Group: https://t.me/cryptozflab
🪞 Subscribe to us on Mirror & Collet Entry: https://mirror.xyz/zflab.eth
- 75896
- devil
- 自从进了了币圈以后
最大的一点不好
就是对钱的概念,
是没概念的
小钱也不算钱,大钱也没有...
可能是因为牛市那一两年,听多了暴富故事,上亿..感觉钱都不是钱,不上亿都不叫有钱
其实赚到的钱,拿到现实世界里...可以生活的很好…可是网络里对比之心..还有无限的放大....这都是不好的...心态和状态....
再加上,现在钱都是数字来数字去,没有一分钱一分钱,数钱的踏实感....花钱像流水...
如果钱是一分一分,用纸币花出去的..我们的消费至少在每个人身上减少一半
因为纸币花钱的,疼痛感是很强的...
这是时代造成的
- New drop coming soon on Foundation 💔🥹🍟🐸
Which one is your favorite?
1
2
3
4
- jean
- Good night Phaver family 💫
- In Bulk and On Demand Queries with Lens BigQuery
🔗 Codebase - https://github.com/dabit3/lens-bigquery-with-node.js
🔗 Docs - https://docs.lens.xyz/docs/public-big-query
In this video, I'll introduce the Lens BigQuery API, demonstrate its capabilities using the Google Cloud Dashboard, and guide you through building a JavaScript project from scratch to query and store data locally.
By the end of this tutorial you should have a good understanding of how to use the API to query all of the available data sets.
- SHINSEI GALVERSE: ORIGIN STORY - EPISODE 1
Shinsei Galverse is Japan's first breakout Web3 success story. In the first episode of this mini doco-series, meet the team and hear about how they first came together to create Galverse!
Inspired by nostalgic 80s and 90s anime, the Galverse team aim to create something entirely new by reimagining these ideas with modern values and badass Gals at the front and centre.
Gal NFT holders take part in the animation process, submitting ideas and creative works that are incorporated into the animation and production process. They also receive a backstage pass to learn about the process with behind-the-scenes videos of the animation studio and team's creative work.
The Galverse team is passionate about introducing Japanese culture to the world, introducing fans and newcomers to a deeper understanding of anime, Gal culture, and the country's creative scene.
- gm Lenster fam 🌸
We are excited to announce the launch of our new Snapshot voting feature. Now you can have your say on important community decisions by simply voting from Lenster.
If you paste any Snapshot URL, it will turn into an interactive widget where you can vote for a proposal. You can also use it with your Lens follower NFTs by configuring Snapshot strategies 🚀
Vote us below if you like this feature 😉 https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718
- birdwar
- YOUCAIHUA
- Have you updated your dispatcher to the latest version yet? If not, better update it asap for a better interaction with Lens!
All you need to do is quite simple:
- Go to ”Setting” in your profile.
- Click on “Dispatcher”
- Click on ”Update” and you will be all set!
- Love the detailing in this, I think it speaks for itself🌸🏴☠️
- 北上深这些一线城市的外地打工者都应该预设一个心里预期:把自己的被辞退的年龄设定到30-35岁之间,从而大致估算出自己到时的财富水平
这样做可以让你断了背上巨额债务买房买车的冲动和安家扎根的不切实际的妄想。广大的三四线城市甚至家乡才是能够长久生活的地方,对大多数人来说也更加符合现实
- 原油应该会回到百元,就是萨勒曼要小心美国搞颜革或者暗杀,他已经上了CIA的头号黑名单了。
- Time watch ai NFts arts ✨✨✨🤍🤍🤍🤍⚔️⚔️⚔️⚔️🍃🍃🍃🍃🚀🚀🚀🚀
- 🌴GM 🌿
Today I want to share with you an article I wrote about 🌴🌴 @tropee.lens_nft 🌴🌴 the utility plateform for any NFT collection.
You can create a utility for any kind of NFT collection, including #lens follows or collected posts which is really cool !! 🌿 x 🌴
Don't hesitate to try this out if you have exclusive content you want to share with your community 👀 !
#LMCC
The article (French) : https://hellotoken.io/Tropee/
- #nftart #orrvan2 #lenster #lensview
If you like these artworks,please🔻
1️⃣ Mirror
2️⃣ Like
3️⃣ Collect
- HOTD
- zhanan
- Hey everyone! This post is my attempt at some Socratic philosophy. Please read it scenically and with an open mind. The goal of this dialect is to either disprove atheism, or prove that there are two planes of reality. As a gnostic, this is an important exercise in affirming or proving my personal beliefs of the hypostasis. If you think of a good criticism, I would really enjoy it!
Here it goes:
So we are going to start by making two assumptions that have to be true for reality to exist in only one plane of existence.
The first assumption is: The universe must be infinite. If this is untrue then the universe must be contained within another set of reality.
The second assumption is that: consciousness is created by a summation of atomic like particles. If this is untrue then consciousness is arising (or in my biased opinion connecting) to our perceived plane of reality.
So the first natural question is this: Is consciousness made up of matter?
We look at the laws defined and say, “yes, consciousness is made up of matter.”
The next question is this, “Given infinite time, should our consciousness be reconstructed by the realignment of matter.”
When we look at the laws defined we should answer, “Yes, given an infinite time after death our consciousness should be reconstructed, and it should in fact be ‘us.’”
The next question is more perplexing: “Based on the statement that consciousness can be reconstructed given an infinite amount of time, would you say that in an infinite universe, you should be conscious in greater than one location?”
While unintuitive, the answer according to our laws is: “yes, of course.”
Now the follow up is the real killer, “Then why aren’t you? Why aren’t you or any of the other of billions of humans on earth experiencing.”
The clear answer is that one of the two laws is incorrect, imo disproving the notion of atheism. The best counter arguments imo are the monist-everything is happening in your head, but I still think that’s two planes: your head and perceived reality. And, there’s also the argument that consciousness is serial, not continuous, and generated in parallel with the surrounding universe, so the laws would be true and you would just be interacting with parallel universes simultaneously, but I don’t really buy that personally. Anyway, I hope you all enjoyed and please lmk your thoughts!
- ⚙️ **Productivity** ⚙️
**Plant multiple lip balms instead of carrying one.**
Constantly getting up for chapstick is irritating & discouraging. Instead, have a few strategically placed on your bedside, at your desk, in your backpack...
Lotion, chargers, pens, chapstick, sanitizer... if you find yourself frequently getting up for one specific thing, consider having a second one.
It shouldn't cost more than managing one since you'll use the same amount, and you're less likely to lose it since it'll live in the same place, never moving.
- Spring is here
#gm
- She was waiting for me outside there. I couldn't say no to her..