nftmatrix ◱ ◱ (@nftmatrix) • Hey
crypto - nft reviews https://nftm8trix.substack.com
lenssss
Publications
- anyone know why I would be restricted? I haven't posted anything spammy
- Check out my new NFT collections - CT Copy Pasta.
There are some famous pastas from crypto twitter! Free and open mint (for a month)
https://zora.co/collect/zora:0xe773c5a9d94ee333cfe1e0802260aaf0513f92ad
- Join me on Zora!
https://zora.co/invite/nftmatrix.eth
- Mint my paintings on zora! cheap prices, nice chain
https://zora.co/collect/zora:0xa6064f4a54573dd1bcd152397da363afa54b4dde
- don't forget to refer me artists which need wider exposure!
- Join me on Zora!
https://zora.co/invite/nftmatrix.eth
- Mint New Years Meal for good luck!
https://zora.co/collect/zora:0xa6064f4a54573dd1bcd152397da363afa54b4dde/premint-1?referrer=0x5881d9BfFf787C8655A9b7F3484aE1a6f7a966E8
- Join me on Zora!
https://zora.co/invite/nftmatrix.eth
- Found a couple of wittle babies hiding in the grill 🥺🥺
Unfortunately they will grow up to eat all the native birds so they can’t stay here
- anyone have nft creators they'd like featured on my newsletter?
- heyyyyy
- yoyoyooyoyo what's the coolest thing going on in blockchain and crypto which has real world use?
- Change is here, if you know where to look 💫
- 🎉 Exciting News! 🎉
Now you can mint **Zora NFTs** directly through @lenster.lens 🟣 by just sharing the Zora link on your post, Dive into the seamless experience of showcasing your unique digital art and share what you got 💬
You can mint the below NFT to celebrate this moment 🎉
https://zora.co/collect/zora:0xeb0851f650150fec6b80ed894d95d152e7166a5b
- does anyone like using lens?
- That's a nice list you got @mazemari.lens
- gm gm
- Made a new free open edition mint on Zora!
https://zora.co/manage/zora:0x9245c8a0d92dd340f8cacb0d3e67a4b011ec7242
- My personal physical 1/1 NFT 😀
For my birthday, my friends gifted me a portrait - it's a truly one-of-a-kind personalized NFT!
This portrait will now forever remain with me, reminding me of that celebratory day, the emotions and mood. It has definitely helped me appreciate the value of possessions and gifts in a new way. After all, it's a genuinely personal item!
How do NFTs fit into your everyday life? Share your experiences in the comments!
- ✨Hyper Ethereum Quests🦇🔈✨
Beyond excited to launch hyper @ethereum quests! This new collection is super high-level, but you gonna make it if you are a genuine Ethereum enthusiast.
Prove your love for @ethereum.lens now!
https://quest.philand.xyz/list?project=Ethereum
- Grass for thought #SummerOfLens
- make sure you read this – even if you disagree with anything in it or all of it. It’s good to know and it’s a great summary of all that’s going on.
https://blog.rhinestone.wtf/part-1-modular-account-abstraction-for-everyone-else-84567422bc46
- Due to heavy rain flooding in nearby areas 😥
- any art requests?
- any fellow beras interesting in collecting my painting of a twerking bera?
https://foundation.app/collection/beratwrk
- wen $wen
- wen $wen
- Today, we're excited to announce our $15 million funding round for Lens Protocol to accelerate the adoption of the next generation of the internet powered by human connection –- the people-powered social layer.
Read more about the announcement here:
https://mirror.xyz/lensprotocol.eth/ZF4VA-MXxUCXt_E2GnlkC5fCoIteTBG2r6Fx6ra3q5w
In just over a year while still in closed beta, we've kickstarted an ecosystem where developers and users alike can thrive, building and creating new novel social experiences.
Together, we're shaping the social layer of the internet.
Build the future of social with us, join our talented team: https://jobs.eu.lever.co/aave
- https://open.spotify.com/track/4mwELaCYyTINsKPzWe9jwd?si=GDDFCbyORgqkVQqetpd-Vg
- what's new out there?
- Built on @memester-xyz.lens
Make your own 'life n death' meme at https://memester.xyz/create/editor/0x252d-0x27
- It’s almost here…
Rodeo Finance is launching…
But what is Rodeo? And what makes us different?
It was in the search for sustainable, real yield that Rodeo was conceived
Details: https://medium.com/@Rodeo_Finance/rodeo-finance-long-term-vision-64c1e1181168…
- art!
- what is the lower and upper bound thinking regarding all the crypto regs coming to US?
- yo yo yo! how's lens fam?
- $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
- Hey Lens frens! Thanks for being early 🌿
Here are 100 early access spots to our mobile wallet 😄
https://testflight.apple.com/join/U9YkOlOy
- ✨Phi🏝️ × Lens🌿✨
"Yasai Lens Festival", an Official Campaign Collabs with @lensprotocol 🌿 & @lenster 🌸, is now live on Phi🎉🤩
📅 Campaign Period: 7th Feb ~ 21th Feb 2023 12:00AM UTC
Yasai Lens Festival has 2 parts:
1) Yasai Quests🌿 - Taskbased Quests dedicated to @lensprotocol 🌿 & @lenster 🌸
2) Good Lenster Post Race🏁 - A Community Race for Good Lenster Posts
Check out the details 👀🧵↓
https://quest.philand.xyz/campaign/lens-yasai
- Yasai means vegetable in japanese supposedly
#Yasai
- anyone going to eth denver yo?
- **What is Rodeo Finance?**
Rodeo Finance is a undercollateralized lending platform that offers smart vaults with leverage!
Rodeo enables users to borrow & farm with up to 10x of your deposited assets, or lend out your stablecoins to the leverage farmers to earn high-yet-safe yields
Rodeo will provide a single access point to Manage, Farm, and Utilize Leveraged Positions in the top #arbitrum vaults, all from a single UI.
Everything y’all need to know about Rodeo Finance can be found here: https://docs.rodeofinance.xyz
Go for a deep dive, and let us know if you have any questions in our discord!
https://discord.gg/nfJ6r6YhBV
- An anon-friendly, editable dashboard that helps you properly manage all your crypto transactions.
Built for Degens, by Degens!
- gmmmmmmm
- New features update ✨
- Lensdrop now supports both ERC721 and ERC1155 NFT airdrops.
- You can now airdrop tokens to up to 80 addresses at a time.
- Post contest results directly to your Lens profile.
Go to https://www.lensdrop.xyz to try out the new features and share your feedback.
Collect this post for 1 WMATIC to support Lensdrop. You also get a 10% referral fee when you mirror the post.
- GM and Happy Monday all my friends on @lensprotocol ! Have a fantastic day and kill this work week! Below is a little more cheerful artwork compared to my usual to share the Monday positivity. Free collect as usual, enjoy!
#lens #gm #goodmorning #lensfrens #wakeupwithlens #orb #lenster #ai #aiart #nft #nftart #morning #rainbow #peaceful #yosemite
- Feel free to check out my cent page!
https://nftmatrix.cent.co/
- **New 🌊 live on tideprotocol.xyz**
**catharsisdesign.com** is a web3-backed design label bridging the gap between digital & physical fashion.
**Perform the required tasks and earn an exclusive #NFT, so becoming eligible for a WL spot of Catharsis latest collection! **🎁
**Access the campaign here: https://www.tideprotocol.xyz/users/campaign/ac055dcf-7fc1-4e50-8912-34581ae471c1**
**Start surfing on #web3** !
🌊🏄
- wen only.lens?
- BREAKING:
The Ethereum Merge has been scheduled for TTD 58750000000000000000000
This is approximately Sept 15-16th
The Merge is officially scheduled 📆
- I've been writing these reviews for mostly free the last couple of years to help under-exposed NFT artists. Crowdfunding to keep it going.
reviews: https://nftm8trix.substack.com/