Mirinda (@mirinda) • Hey
YUMMI!!!!
Publications
- Ready for the summer!
- ☀️ or 🏂 - comment
- Cheers!
- Why we’re here: to cheer Team USA until we lose our voice. ❤️⚽️ #BelievingIsMagic
https://twitter.com/i/status/1687991931299676160
- **Question: Scotch is a type of what drink?**
- Gm! What are you drinking?
- The summer 😎 is here! 🍸
- Land Sculpture by Jon Foreman, an artist based in Pembrokeshire, Wales, UK.
Check the comments to see more.
#art #lensprotocol
- What traits do developers need to succeed?
- The best color in the world, right? 👻
- [LoFi Hiphop] Return To Tiana - MullMachine
A jazz guitar bop for your relaxed Sunday
#Jazzhop #LoFi #Chill #Hiphop
Free Collect for followers 🌱
- Some serious shippers @ work ;)
- Haven't read it so far. Safety + NFTs = Important for retailers
- meditating. visualizing.
this is a very pepish summer. $pepe
- Gm
- Ready for the summer?! 😎
- Wen summer?! 😎
- Entrepreneurship & web3 Creator Economy - Ep. 1 with Jade Darmawangsa
What started as a crazy idea last October has finally manifested.
We’re. writing. a. BOOK. 🥳
About how women and allies are building the new internet.
Volume 1 is on the Creator Economy, and this Genesis Project is our book-making strategy.
Tune in to our very first episode to hear the inspiring story of @jadedarmawangsa, CEO of X8.media and NFTree Haus. She'll be sharing how she navigated her career in the world of web3 and her take on the Creator Economy.
cc @seemcat, @jadedarmawangsa, @nimacodes, @tingw, @bradorbradley, @lensprotocol
#podcast #creatoreconomy #entrepreneurship
- Wen summer & cool drinks?! 😉
- $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
- Stay hydrated, frens 🍸
- Apple doesn't know what to do with crypto
#bytes
- Crypto has an ego problem
Shocker.
#bytes
- Who also can't wait for the summer to come? #summer #sun #drinks 🍹
- Say my name, say my name
If no one is around you
Say baby I love you
If you ain't runnin' game
Say my name, say my name
You actin' kinda shady
Ain't callin' me baby
Why the sudden change
Say gho, say my gho gho
If no one is around you
Say baby I love gho you
If you ain't runnin' game
Say my name, say my name
You actin' kinda shady
Ain't callin' me baby
Better say gho o ghooo
- Today, 37 years ago, the best anime series of all time came out
- Live music performance at CDG Airport 🤌
🇫🇷🎶🎶🎶👩🎨👩🎨👩🎨
- Breaking news: Drinking lemonade now proven to enhance taste buds and boost mood! Experts recommend adding a paper umbrella for maximum effect. #LemonadeLove #ThirstyThursdays😁
- The Ancient Greeks & Romans would come and congregate at the Forum. Exchange Ideas. Challenges theories.
It is not without mistake that our greatest tool in crypto is the Forum. We should debate and continue to press the narrative to make an impression as lasting as the Romans themselves.
- To all those Lens paying collectors out there - what drives you to collect? Give me the top reason.
- I'm right or right?
@stani.lens @lensprotocol @gotenks.lens
- Feeling parched? Quench your thirst with a refreshing drink that revitalizes your senses and rejuvenates your soul. Cheers! 🍹 #Refreshment #ThirstQuencher
- Fresh February everyone! ☀️
- This meme template fits every successful idea
- I made a free hand sketch of a Lens Influencer 🙃. It's my first art of the year😎🤭
2 WMATIC Limited at 15 Collect
30% Referral fee 🥳
#Lens #Art #LMCC @creators.lens
- Heres your best fren
- 有什么令人耳目一新的新年决议吗？
- How many people are there here?
- Could be fun to have couple of these reel to reel tape players and a mixer to DJ
- Welcome
- 🥂 Marry (fresh) Christmas to everyone 🥂
- On a scale from 1-10. How do you like Mirinda?
- We are collaborating with @oasisapp.lens for the first semi-annual State of DeFi report coming in early 2023. You can contribute here 👇
https://stateofdefi.org/
- gm lens frens 👋
Today I have made an important decision in my life 📢
I quit my job today and going to focus full-time on maintaining the first-ever open-source frontend @lenster.lens 🌸 powered by @lensprotocol 🌿.
Building social media was my dream since 10th grade, I built more than 4 social media in public but all failed, Lenster is my 5th one and it’s going crazy ⚡️.
I believe building in public is key 🔑 to the success of a product.
We have a lot of items queued up in the roadmap, be excited about it 🕺
**Collect this post for 2 WMATIC and support Lenster’s development 🙏**
- gm Helsinki
- Who'se gonna build the Lens powered Discourse? 👀
- An AAVE fam 👻 Halloween 🎃 treat for you to collect exclusive artwork on Lens.
Drop your ghostly Halloween costume pictures here 😱
Wishing you a fun-filled Halloween with magical surprises!
- Behind the curtains of a VC with Katherine Wu
We had the opportunity to sit with down with Katherine and talk about:
- Her Web3 journey;
- Trends and narratives she is closely following;
- Building in the bear market; and
- How she beliefs regulations will shape the landscape.
Caution: Katherine's energy can be contagious. ✨
If you liked our chat - don't be afraid to like, mirror and collect. It does help us grow and spread awareness across the #Lens and #Lenster ecosystem as we continue to give a voice and color to the most energetic and progressive minds in Web3!
- Mirinda is the perfect after-lunch drink and it doesn't have to be a special occasion to enjoy 🥰
#mirinda
- What is your favorite L1? 🧡