optimus (@optimus) • Hey
happpy everyday
Publications
- Many people are analyzing the selling pressure of eth after the Shanghai upgrade, but this way of thinking is obviously meaningless, because you have no way to analyze the strength of the purchase. The short-term price of the market is affected by the short-term supply and demand relationship. Even if you analyze the short-term selling pressure correctly, your analysis is incomplete, which means that your analysis of short-term selling pressure is meaningless.
- 很多人都在分析上海升级之后eth的抛压，但是这种思维方式很显然是没有意义的，因为你没有办法分析购买的力量有多大。市场的短期价格是受到短期的供求关系影响的，即便你分析对了短期抛压，但是你的分析是不完整的，这代表了你的短期抛压的分析是没有意义的。
- The real alpha is difficult to see in Twitter tweets. You need to summarize it based on your own research and identify it based on your past judgment criteria for investment opportunities. The real big opportunities are often not well-known to passers-by, but you need to discover them long in advance of the market. If we find such an investment opportunity, we need the unity of knowledge and action, that is to say, with the knowledge, the execution ability must keep up, and the position also reflects this knowledge. If you find a big opportunity, but you can't see it on the position, it is no different from someone who hasn't found such an opportunity. It is important to express cognition with positions.
- 真正的alpha很难在推特的推文中看到，需要自己根据自己的研究来总结，要根据自己过往对于投资机会的判断标准来进行甄别。真正的大机会往往并不是路人皆知的，而是需要你提前市场很长时间就发现的。如果发现这样的投资机会，我们需要知行合一，也就是说，认知有了，执行力也要跟上，仓位也有体现这种认知。如果发现了很大的机会，但是在仓位上面看不出来，那就跟没有发现这样的机会的人没有任何区别。用仓位表达认知份重要。
- Today's Shanghai upgrade was successfully completed. Since then, the risk of staking eth has become very low. If you stake through the lsd protocol, there will be a layer of smart contract risk, but the risk of not being able to withdraw money has been removed. I think this will be the beginning of big capital staking.
- 今天的上海升级顺利完成，从此以后，质押eth的风险变得非常低，如果通过lsd协议进行质押，会有一层的智能合约风险，但是不能取款的风险已经去除了。我想这将会是大资本进行质押的开端。
- Superbooth Berlin - May 11th - 13th 2023
Inviting musicians and builders of instruments and tools for a get together in Berlin https://www.superbooth.com
Friendly atmosphere and fresh air. As everyone says.. its managed to get a fine balance between trade show and festival. A bit like a festival of music tech.
The idea of Superbooth has already a history of 20 years. It all started as a part of the Musikmesse in Frankfurt, when a handful of friends and likeminded nerds created a very own and special spot for synth enthusiasts. This common space presented a collection of small and passionate manufacturers of exotic hardware and electronic music instruments. The (original) SuperBooth.
The purpose of this shared space was to provide small and starting brands the chance to afford the costs of a presence on a big event like Musikmesse. But even more, to present a collective spirit and simply making music together. No focus on the pure brand presentation, but demonstrating what you can actually do with these spaced out instruments when connecting and combining them with each other.
#music #DIY #Builders #Defi @creators
- How Rehash Sells NFTs Live Using Koop and You Can Too: A case study
How @rehash.lens Sells NFTs Live using @koopxyz.lens and You Can Too: A case study
This is a super cool case study, and seemingly where we are headed with content worth collecting. Huge shoutout to Rehash for innovating!
—-------
If you liked this content, please consider giving a like, mirror (retweet) and follow this channel at @chriscomrie.lens :) #LMCC
For Top News, Alpha and Highlights from this week in Web3 Social subscribe to my newsletter here: https://chriscomrie.beehiiv.com/subscribe
Looking for investment? Fill out this form: https://forms.gle/YXmhXGpM51uAd6gq8
You can also find me on twitter at @ christafarious
Join Phaver app with my code to access Lens on mobile: https://phaver.app.link/chriscomrie
If you like this video you might also like other popular ones like:
ULTIMATE BEGINNERS GUIDE LENS PROTOCOL https://lenstube.xyz/watch/0x011f55-0x05d7
NEW TREND FOR CREATORS TO 💰 MONETIZE COMMUNITY https://lenstube.xyz/watch/0x011f55-0x0752
MUSEUM OF LENS🌿 - MOLENS- EXPLAINED https://lenstube.xyz/watch/0x011f55-0x04f5
- Livepeer Water Cooler Chat - March 20 2023 - Livepeer Streams
💡 TOPICS IN THIS LIVESTREAM 💡
Titan – Stream session count, Broadcastr Thursday
Bora – Selection algorithm, issues with stream count, early warning system
Ben – Stream distribution
Chase – serviceURI issue
Flo – Remote T priority
Papa Bear – No topic
John – no topic
Franck – no topic
Brad – no topic
Vires – Arb token drop
Mamood – Uptime
🔴 ** JOIN US **
✅ Delegate: https://explorer.livepeer.org/accounts/0xbe8770603daf200b1fa136ad354ba854928e602b/orchestrating
✅ Website: https://Titan-Node.com
✅ Forum: https://forum.livepeer.org/t/transcoder-campaign-titan-node/1392/4
✅ Discord: https://discord.gg/uaPhtyrWsF
🔴 ** ABOUT US **
Livepeer Transcoding Pool
Titan Node is committed to providing top quality Transcoding and Staking services to all of our delegates.
We practice continual improvements to maximize efficiency from transcoding revenue.
Secure. Global. Proven reliability and returns. Low latency. 24/7 uptime. Built like a Titan.
🔴 ** ABOUT THE CHANNEL **
Our channel features "How To" videos to get people started in the Livepeer network.
🔎 HASHTAGS 🔎
#livepeer
#router
#telegram
#Transcoding
#Delegate
#Ethereum
#TitanNode
#Orchestrator
🔎 VIDEO OUTLINE 🔎
This is a Livestream all about LPT and Livepeer eco-system.
Please leave any comments and I will reply as soon as possible.
Enjoy!
- ʟɪᴠɪɴɢ ɪɴ ᴅᴏᴍɪɴɪᴄᴀɴ ʀᴇᴘᴜʙʟɪᴄ ʙᴇ ʟɪᴋᴇ...
#bytes
- 没有什么特别的力量能够阻止rocketpool的rETH数量达到100万个，甚至更多。如果100万个rETH，rocketpool所创造的佣金收益大概可以到1100万美元（1600美金/ETH），如果ETH达到3000美金/ETH，那么创造的佣金收益是2100万美元。
- 世界上每个人都要自己赚钱的门路，所以可以想象，除了上班拿工资以外，世界上存在着数不胜数的赚钱门路。世界很大，我们很小。
- 每个人需要的资金其实是有限的，尤其你已经和欲望和解了的时候，你所需要的真的会很少。为了我们所不需要的更多的金钱，牺牲个人生活、家庭和健康，是最愚蠢的
- lens还是要多使用才行，最近的活跃度不行。
- 平台思维和前端应用思维是完全不一样的。
- 投资的方式除了二级以外，一级的机会如果有希望参加，那是要重视的。我说的是crypto的一级机会。其中，普通人能够参加的机会就是通过撸毛参加。
- 在几个月前，lens的地板价格是5美金。市场很多时候定价是非理性的，从此可见一斑。
- lens如果发行空投，我准备拿住，因为lens的未来是星辰大海
- ® stands for registered trademark
© stands for copyright
what stands for verified on-chain?
- Lens is good. 👍
#LMCC @lensprotocol
- 如果宇华教育不需要投资那三所学校的转型升级，也不需要投资于湖南涉外经济学院新校区建设，即便是需要偿还可转债，那也具备分红的能力。但是在未来几年高资本开支的情况下，显然不具备分红的能力。
- 民办高等教育具备前期高投入，后期稳定产出的行业特点，回报周期比较长，但是回报也比较稳定。但是资本市场往往比较短视，希望在短时间内看到回报，不然就会离去。
甚至是怀疑公司造假，赚的是假钱。或者是怀疑创始人的人品，也许在行业里面有些创始人人品的确有问题，但绝对不是所有都是如此。
- 市场给予中教控股高估值，是因为什么？是因为中教控股没有中断过分红，且配售价格在相对较高位置，同时持续和资本市场保持沟通。而这些都是宇华教育所欠缺的。
- 如果一个行业遭受到整体性打击，然后估值普遍下降，这个时候我们需要持续跟踪这个行业，而不是放弃它。在持续跟踪中，我们可以获得超越市场的认知水平。识别出潜在的投资机会。
- 积极政策带来的估值修复不会一直持续，后续需要行业基本面恢复的经营数据证明。才能够带来后续的上涨行情。
- 中心化机构的每一次失败都将会把用户推向去中心化项目，用户也逐渐被教育，去中心化很重要的共识将逐渐形成。