norman (@norman) • Hey
norman.lens
Publications
- Amazing update drom @buttrfly.lens to rank comments and hide less relevant comments 🦋
___
Quoting @buttrfly.lens :
You can now toggle between seeing relevant comments or all comments in descending order. And all spam comments are now hidden by default. 🌿
- I just wrote out the upcoming release schedule for the podcast in an email to some of my content/creative team and it got me fired the fuck up so I want you all to have a look too.
Episodes 16-21 have already been recorded, and I have two other podcasts scheduled for recording, in addition to the handful of other artists, creators, and entrepreneurs I am in talks with. Very exciting stuff!!
Episode 16- Daniel Allan (scheduled for release tomorrow)
Daniel is an independent artist and one of the biggest names in web3 music. He just raised null million in his historic artist seed round.
Episode 17- @malcolmlevy.lens (scheduled for release on Thursday, March 30th)
Malcolm is the founder of @refraction.lens, a DAO of music, art, and culture enthusiasts who produce festivals and ongoing events all over the world.
Episode 18- @mavitaylor.lens (scheduled for release on Thursday, April 6th)
Mavi is an independent artist embracing web3 and music NFTs
Episode 19- @karmavioletta.lens (scheduled for release on Thursday, April 13th)
Karma and Violetta are partners who are both independent artists embracing web3 with their solo projects, as well as together as KarmaVioletta. They are also the founders of @wavwrld.lens, a web3 community focused on enabling unique musical experiences that connect artists with their true fans.
Episode 20- @stephguerrero.lens (scheduled for release on Thursday, April 20th, nice 😉)
Steph is a music industry professional with previous experience at UMG and Sony who is currently working with Legato Labs. Legato helps artists unlock web3 monetization of their IP through collectibles and on-chain licensing.
Episode 21- @cheriehu.lens (scheduled for recording on March 24th and release on Thursday, April 27th)
Cherie is the founder of Water and Music, a music and tech research organization.
Dada Bots (podcast recording scheduled for April 19th. Not sure what episode this will) be)
Dada Bots is an extreme generative AI sound artist working on neural synth collabs and is also the head of audio at Harmonai, a community-driven organization releasing open-source generative audio tools to make music production more accessible and fun for everyone.
So many fun episodes on the schedule so stay tuned!
- 之前大火了几天的damus,估计现在都没几个人登录了吧。damus没有发行代币的预期,本质上也不是一个区块链的项目,它属于去中心化的项目,但是不是利用区块链技术实现的。而且也没有对内容进行NFT化,也就是可交易化,或者称之为金融化。
- https://twitter.com/dabit3/status/1638701918145970178
lens生态正在快速发展中,不管是基于lens的项目,还是和lens集成的项目,未来都会有很多,相信lens将会成为web3 social中的核心。
- 现在看来,有辨识度的lens profile的价值还是被大大低估了,未来lens的用户量大幅增长,而有辨识度的单词和数字都是非常稀缺的。
- @digitalax & @enso bringing the web3 fashion vibes to Lens! Culture drives social. The one constant.
#LensFashionWeek when?
Read more about @digitalax here: https://blog.digitalax.xyz/ecosystem-epistemology-1368ac0267d5
- 3 things without a doubt. team growth swears by it https://apps.apple.com/us/app/things-3/id904237743
- 现阶段,能够实现可持续现金流的协议就是LSD协议,而拥有价值捕获能力的LSD协议代币只有一个,那就是RPL。stakewise v3可能会修改代币经济学,赋予SWISE以价值捕获机制,但是其价值创造能力现在是存疑的。
- 在crypto领域投资,需要明白竞争和可持续性,在这个领域,竞争可以说无处不在,如果想要获得可持续的盈利能力,那就必须要让自己成为具有护城河和用户粘性的应用,不然的话,就会陷入红海竞争当中。
- 因为成为stakewise v3的节点运营商并不需要资本门槛,所以为了吸引更多人质押ETH到他自己的vault,就会采用低佣金的方式进行竞争。这种恶性竞争将会是无止境的。从而使得stakewise 作为协议本身,没有什么费用创造能力,也使得stakewise的节点运营商的盈利能力不强。
- stakewise v3构建的内部质押市场势必会造成佣金率的激烈竞争,从而大幅压低佣金率水平,甚至可能会出现阶段性的零佣金现象。
- 可以预见,构建在lens之上的前端将会非常非常多,这些前端的竞争将非常激烈,必须要不断优化自己的UI/UX,优化推荐算法,让用户通过自己的dapp来跟lens进行交互。最后这些前端都只能赚取有限的利润。这是竞争的必然结果。lens的用户只对lens有粘性,对于前端没有真正意义上的粘性,他可以没有成本地在不同的前端之间转移。
- Ok given I’m not at Eth Denver I’m going virtual meetup.
If you’re a gamer on @lensprotocol.lens slide into my lenster & Orb DMs with your telegram handle. 🎮🌿🧠
- **FEB NFT — The Rug Vol. II Issue 3**
`Jerome Powell Spends nullT`
`Kim K. Has No Comment`
`Logan Paul NFT Collection`
`Carl’s Corner`
Collect: https://therug.mirror.xyz/dlKPlArWz8jC4ovmLGFrfIYLribtcK7z14P90xMMpz4
- 我认为stakewise v3的确是一个拥抱去中心化的项目,如果代币经济学定下来,v3也可以如期推出,如果价格合适的话还是可以进行适当配置的,但不太可能成为我的重仓投资。
- stakewise v3是一个还没有经过验证的协议,同时代币经济学也没有最终定下来,协议的安全性还没有经过市场的验证,社区也还没有真正建立,社区活跃度远低于rocketpool,同时osETH未来还面临着和defi协议集成的问题,是一个非常非常早期的项目。流通市值大概相当于rocketpool的十分之一左右。
- 相信VLT mint osETH的比例应该是可以调整的,如果比例太低会影响staker去直接mint osETH的意愿,从而影响采用和增长。
- 如果未来osETH成为了aave等借贷协议的可借贷资产,那么就可以用osETH去借ETH,然后用ETH去二级市场买osETH,然后再去质押借款进行循环操作。osETH的apr应该不会比rETH高10%,因为没有进入流通的VLT其实也有质押收益,而不是直接分配给osETH。
- 在stakewise v3中,1ETH质押进去,全部都将进入到信标链中质押,但是只有大概0.9个ETH可以成为osETH,然后在defi中流通。这种机制会使得osETH的apr看上去比较高,直接在二级市场买osETH就可以了,没必要用ETH去mint osETH。
- 之前有过判断,LSD是未来三年最确定的增长赛道,目前的主要LSD标的包括Lido、rocketpool、frax、swise、stader等,其中最去中心化的是rocketpool和swise,如果swise的tokenomics按照预期改过来,那么也是tokenomics最佳的两个标的。
- 最近一周lenster上面每天post的数量都在稳步增长中,现在最高每天大概1.6万个post左右,而评论数量比较少,只有不到4000个。1月份月活2.9万,日活也就几百个而已。
- stader发布了一个长推介绍(奶)EigenLayer,表明了它未来会集成EigenLayer的愿望,期待今年EigenLayer今年的产品发布,不知道会不会同步发行token,如果是的话就要高度关注它的tokenomics了。
- 我认为未来在web3 social领域和AI进行结合是很有可能的应用场景,而且可能会是最大的应用场景之一。因为目前AI擅长的领域都是关于信息和内容的,和web3 social契合度很高。
- chatGPT彻底引爆了AI概念的相关标的,无论是否真的有AI的成分都一通乱涨。我们往往高估了短期而低估了长期,所以在目前这个短期我们需要谨慎,然后等一地鸡毛以后才能够判断哪个才是真正的潜力股。没有经历过时间沉淀和周期淘汰的项目都需要带着质疑的眼光看待。虽然在这个过程中我们会看到乐观者赚大钱,但这就是我的逻辑。
- 由于可转债转股价格调整的条款存在,即便实控人想通过发行股份稀释小股东权益那也难以做到,偷鸡不成蚀把米,这是我的理解。
- 为什么宇华教育的可转债的转股价格后面没有继续往下调?
触发转股价格调整的事项中包括:以低于每股股份当前市价95%发行股份。
当时配售的时候配售价格应该是达到了这个标准的。
- 关于高等教育外商投资的问题,通过VIE架构控制学校的收益这件事情在现有的法律条文中并没有明确阐述。
这是一个不确定的潜在政策风险点,需要时刻关注这一点。
不过我认为只要不会对中外办学学校失去控制,VIE架构是没有问题的。
- Ignorance and hate cannot become enlightenment and love at any time. Ignorance and sorrow must cease to be.
- There is nothing permanent in the made-up, and that which is indestructible lies beyond the transient.
- i sing to myself , what a wonderful world
- BREAKING:
The Ethereum Merge has been scheduled for TTD 58750000000000000000000
This is approximately Sept 15-16th
The Merge is officially scheduled 📆
- Are you guys ready to dec꩜de?
To be Decoded at 2 pm ET time today!