moon◱ ◱ (@monon) • Hey
opopopmitsc
Publications
- easy
- I just voted "Yes" on "Stargate New Oracle Configuration: Google Cloud Oracle" https://snapshot.org/#/stgdao.eth/proposal/0x13e489cc2b60e4b57876266b70e15d77d6ac86a23817dffba26043e69e3bf91e #Snapshot
- L
- 夏日清凉
- 映日荷花别样红
- cattt
- I just voted "No ❎" on "Poll by @yoginth.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x04e4c4bceee9ed9e54b6012d566d139e7c334829ddf27307fd11fd29882f7950 #snapshotlabs
- 放松一下，最近gas不高不低，日长交互，等到gas低了再交互主网。zks一个号都没开始搞，不着急了。L0也没必要刻意刷，正常跨链的时候选择stargate就好，质押少不了，投票少不了，活跃arb和op
等待福报，坚持亏钱。
喜欢点赞、收藏加关注。
活跃lens也跑不掉。
一切付出都会有回报的。
静候佳音。
#lens #lens #airdrops
- If everything goes well, staking ETH because two-way stream, you can withdraw as well the staked ETH from the Ethereum staking. Been waiting for dis 🤞
- Still not sure if UBI is easy to finance on a large scale
- Dear Lens fam, what is the Future of Social for you?
At t2, we believe the future social networks should revolve around our values, not just what grabs our attention. We want to foster meaningful connections with others, share what helps us achieve our goals, and enjoy articles that empower us.
We have witnessed how the Lens community celebrates genuine creativity and friendship. We believe our values and mission align closely with those of the Lens community. So, we are excited to bring a new type of writing and reading platform to @lensprotocol, starting with our manifesto. manifesto.t2.world
⏳ If you are on board with this vision, **sign the Manifesto** with your value propositions and complete all steps. You will receive a personalised card to showcase your values and **early access to the t2 alpha product**.
**If you are a writer, follow us and comment below with your favourite piece of writing by you. We will follow back!**
- I'm saying my piece in the #futureofsocial by signing the @t2world.lens manifesto. Which values do you support?
https://manifesto-app.t2.world/share/clg3uy0v52429511fmc13gn78g1
- cool girls
#lens #girls
- night view
quiet
- It me by @paris.lens
- Daily morning walks are transforming my day. ☀️
- after rain
#rain #lens
like mirror coolect
thanks
- colour
paint
❤️
- 遇到困难
也要保持😊
- Love that the music player follows you wherever you go on @buttrfly.lens
- i need a doctor
call me a doctor
- Japanese Village
#lens @
- all in
- Whats the right amount to set a collect fee? doing some research while on-boarding a creator fren. What do you feel is good to set as your first collect fee?
- Hairstyles & Beauty
cake
- 🚨 ELLIGIBLE CRITERIA FOR NEXT CAMPAIGN - YOU NOW ONLY NEED 🚨
✅ Follow KoruDAO on Lens > @nanalee and @korudao
✔ 50 Lens followers.
✔ Min 5 Lens posts.
✔ Collect this post.
#korudao
- Need some help with baby names, share below your most favourite (boy n girl) 👇🏼
- $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
- love
like
collect
#lens
#beauty
- Gn!
OG
#lens
- Doggo spring is here
- Imagine if you could store your gho balance on this card
- Doggo spring is here
- We are excited to announce that the Mainnet launch of our @lensgardennft.lens collection will take place on Thursday 23-03-2023 on Polygon. Join us for a unique and immersive NFT experience that connects your activity on the Lens Protocol ecosystem to your NFT, enhancing its value.
Our bots have meticulously created and curated the Lens Garden collection to ensure that each plant is uniquely fashioned for every community member. Lens Garden is the first dynamic NFT collection within the entire ecosystem, and we can't wait for you to explore it.
Lens Garden is a significant milestone in the Lens ecosystem, and we're excited to invite you to participate in this new NFT experience. The collection is a digital asset that evolves and grows with your activity on the Lens Protocol.
Thank you for your continued support of Lens Garden NFT collection. We can't wait to see you at the launch and for you to level up your NFT with Lens Protocol. Stay tuned for more updates and information on this exciting new addition to the NFT space.
-
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!
- Mirror
Collect
Like
Love you all.
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- Doggo spring is here
- so good picture
#picture #lens
- arb 发币啦
space id 也要发币啦
- Hit the big 4,000 number - thank you all! 🥳
Doing the next art airdrop for the first 6942 followers on Lens - you in, frens? 🌸
- GM lens
for my share in lens
- some picture from #behance
share for lens
comment like collect
ear more #lens
#picture #draw #share
- ICYMI
- gm penny have a sunny day
- This is Lenny
- What an experience to meet all the builders at Stanford and San Francisco last week!
- This is Lenny
- 🚨 Announcing Creator Badges 🚨
Creator Badges are dynamic, non-transferable NFTs that accumulate points as the token holder interacts with the creator’s social posts.
They are dynamic in the sense that the metadata changes as the holder accumulates more reward points.
These points will be redeemable for a variety of physical, intangible, and on-chain rewards that will be rolled out over time, starting with MadFi swag at our NFT.NYC party.
💸 Live Bounty to promote 💸
https://creators.madfinance.xyz/bounties/640f23fc60240374ebf2a30d
- GM
I see 🌿🌿 everywhere!!
Even at the gym 👀👀😄😄
Have a good week Frens 👌🏽👌🏽
- ☮️ free collect! 🎸 ol' bob marley song! basically i jus luv messin' w @wav3s.lens this my 2nd x it's fun ✌🏼"do it twice" is the song hope everyone has a nice wknd and stay safe out there! 🥃 #peace #lens #music @mixtape.lens @beatsapp.lens 🌿