Paimon (@paimon) • Hey
Hello World >_<
Publications
- nyan~🥴
- Gm!!!
- hello😘
- Arbitrum Foundation Pledges New Votes, No 'Near-Term" ARB Sales Amid Community Revolt
🙀🙀
[Arbitrum Foundation Pledges New Votes, No 'Near-Term" ARB Sales Amid Community Revolt](https://www.coindesk.com/business/2023/04/02/arbitrum-foundation-scraps-vote-pledges-redo-after-arb-tokenholders-revolt/)
The backtracking will see Arbitrum hold a standalone vote on its 750 million token allocation.
- hello❤️
- gm🥴🥴
- 😾😾
- Do you think my mini panther looks good? 😺
- hello😼
Gm><
- hmm..?😹
- 😽 Aren't guinea pigs cute too?
- 😖😍😍
lovely
- $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
- crypto winter ends era of bitcoin mining holders🪙
[Crypto Winter Ends Era of Bitcoin Mining ‘HODLers’](https://www.coindesk.com/es/business/2023/03/15/crypto-winter-ends-era-of-bitcoin-mining-hodlers/)
Bitcoin miners are no longer able or willing to hold onto all of their mined digital assets indefinitely as a slump in prices is eating into their margins.
- Just watching my cats can make me happy🥰
Name : SALMON
- 🪂Update on @ironfishcrypto #Airdrop
✅KYC open for phase 3,complete kyc before Mar 26
🪙Steps👇
✅Login to dashboard
✅Go to profile
✅Enter your wallet address from backup we did at end(⚠️U should have seed to access)
✅Complete kyc
🤔No backup?I Will plan video
💙Like
🔁RT
[CryptoTelugu on Twitter](https://twitter.com/CryptoTeluguO/status/1635099509347999746)
“🪂Update on @ironfishcrypto #Airdrop
✅KYC open for phase 3,complete kyc before Mar 26
🪙Steps👇
✅Login to dashboard
✅Go to profile
✅Enter your wallet address from backup we did at end(⚠️U should have seed to access)
✅Complete kyc
🤔No backup?I Will plan video
💙Like
🔁RT”
- 😹😹
- GM
- 💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸
💸 "Show me the money!" 💸 — "Jerry Maguire," 1996.
💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸💸
- gm to you 🫠 feeling generous & experimental today therefore i've lowered my Sloika 1/1s further
PRIVLINEAGE + FUDFLIPPER on sale @ .2 ETH
https://sloika.xyz/gramsdidit.eth/privlineage/1
https://sloika.xyz/gramsdidit.eth/fudflipper/1
get em while they're HOT before we go back 🆙
thx in advance for sharing this around as always!
@creators @photographers #LMCC #LFGROW #PHOTOGRAPHY #CRYPTOART #ART #NFT #LENS #1OF1 #GRAMSDIDIT
- why not working wallet connect…?😭
!!!!
- nyang😽
Who likes cats?🥹
My friend's cat and her favorite doll ❤️🔥
Always want to touch😭🫶
- what the..
[Bitcoin, Ether Drop Over 5% in Massive Sell-Off as Market Continues to Digest Silvergate](https://www.coindesk.com/markets/2023/03/03/bitcoin-ether-drop-over-5-in-massive-sell-off-as-market-continues-to-digest-silvergate/)
Bitcoin plunged to $22,277 and Ether hit null,563 as crypto tumbled during the opening hours of East Asia's trading day.
- gm🔥💫
- https://twitter.com/ZigZagExchange
- Hello everyone🙌
I've been doing a lot of 🔥F4F🔥, but I might have missed some of you~😢
Let me know by giving me a heart or a comment, and I'll make sure to follow you.🤘🤘💋
[Good Morning Hello GIF - Find & Share on GIPHY](https://media2.giphy.com/media/v1.Y2lkPTc5MGI3NjExN2QyYzY2MDIyYzljYThkMGJhMzI2ZmZkOTRlMmM1M2RjMzY3Y2IxZiZjdD1n/sIYu6uyyAp7dkN2HwS/giphy.gif)
Discover & share this Cat GIF with everyone you know. GIPHY is how you search, share, discover, and create GIFs.
- gm❤️
- 🪂METAMASK AIRDROP STRATEGY🪂
→ $ENS, $BLUR, $UNI and $PSP airdrops were worth over $20,000+!! 💰
With an official token $MASK being announced, there is a big tendency for an airdrop👀
stake for more details
- Lens devs keep shipping 🛳️ 💨. A lot of cool things have been added with 1.26.0.
**Features**
·Ability to create Nft galleries
·Added support for data availability for mirror with signed typed data (staging only)
·Add support for data availability for comment with signed typed data (staging only)
·Added support for 'ar://' protocol in metadata
·Added support for 'ar://' protocol in metadata
·Added support authentication with EIP1271-compatible smart wallets
·Added indexes to the database
·Added support for MultirecipientFeeCollectModule
·Added support for AaveFeeCollectModule
·Added support for ERC4626FeeCollectModule
·Added more relays to load balance to spread out traffic
·Enabled **hasTxHashBeenIndexed** to be accessible without auth token
·Moved the Follow Proxy action to RabbitMQ.
·Moved the Collect Proxy action to RabbitMQ.
·Removed Internal endpoints
·Rewrote the notification service to improve performance
·Removed wallets from showing in the **of** follower list
·Handle validation internal extensions
·Lensqueue granular error handling
·Rabbitmq metrics and alerts
·Improved speed latency on redis
·Improved Estimate of gas
·Improved Contain memory spikes
·Whitelisted new apps for gasless transactions
**Bug fixes**
·Added optional pretty name to whitelisted currencies
·Added block timestamp to indexer
·Added optional pretty name to whitelisted currencies
·Fixed typo in GraphQL schema doc
·Fixed collect records mismatch on the backend
·Fixed typo in GraphQL schema doc
·Fixed nft population in nft gallery
·Fixed Internal error counts
·Fixed typo in GraphQL schema doc
·Gated working on the dispatcher
·Resolved issue on collect modules circular references
·Resolved issue: When using the **whoMirroredPublicationId** field in the request and querying a publication with multiple mirrors by the same profile profiles repeated in the response
·Resolved issue on collect modules circular references
·Resolved uncaught exceptions for graphql validation errors
·Redis expiry times made dynamic
·Resolved deadlocks on db
·Stopped supporting kovan, rinkeby and ropsten testnets
·Validation metadata fixes
**Breaking changes**
·**Feed** and **feedHighlights** now require auth to call them
**Breaking changes actioned**
·ACTIONED: breaking change: **timeline has been removed**
- # 0.1.0 - 23rd December 2022\n\nThe Lens Core Team is excited to announce the first Developer Preview release of the official Lens SDK.\n\nThe Lens SDK will greatly improve the developer experience of building with the Lens API. It allows you to integrate with the Lens Protocol in seconds and gives you full control over the UX of your app.\n\nThis is just the beginning for the Lens SDK. We are starting with a collection of React Hooks and will add a low-level API Client for more advanced integrations, beyond React.\n\nTry out the Developer Preview release and tell us what you think!
https://github.com/lens-protocol/lens-sdk\n\nIn this release:
\n- feat: authentication w/ transparent token renewal\n- feat: React Hooks to:\n - fetch publications\n - fetch profiles\n - fetch followers/following\n - create post\n - fetch feed\n - notifications\n- feat: wagmi integration
\n\nSee the initial documentation at: https://docs.lens.xyz
- Solana Network Stumbles, On-Chain Trading Slows After ‘Forking’ Incident
[Solana Network Stumbles, On-Chain Trading Slows After ‘Forking’ Incident](https://www.coindesk.com/tech/2023/02/25/solana-networks-transaction-processing-craters-after-forking-event/)
Some validators are downgrading their software in an attempt to restore activity.
- gm~>_<🫶
- 🧑💻A Mega thread 🧵 on @shardeum Node setup
✅Simple steps
✅👀 to run even without coding knowledge
✅Video tutorials ▶️ included
✅Run on mobile guide included
💰Cost for VPS $12.5/mth
😉Expected #Airdrop opportunity(speculation)
❌No confirmed Rewards
💙Like
🔁RT
🧵Read👇
[CryptoTelugu on Twitter](https://twitter.com/CryptoTeluguO/status/1629105147245895681)
“🧑💻A Mega thread 🧵 on @shardeum Node setup
✅Simple steps
✅👀 to run even without coding knowledge
✅Video tutorials ▶️ included
✅Run on mobile guide included
💰Cost for VPS $12.5/mth
😉Expected #Airdrop opportunity(speculation)
❌No confirmed Rewards
💙Like
🔁RT
🧵Read👇”
- Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- 👐GM👐
- This is so sad😭
I want to get an A+ too!🥺
Let's follow each other🙌
A nice gentleman to help me out?
👀
- 😁 @Collab_Land_ #Airdrop is live
👇Claim demo ▶️
🤣They airdropped 10 tokens & I am still struggling to claim it
🔗 wagmi.collab.land
🔴Claim is taking time. Keep trying
📸Post your screenshot below👇
💙Like
🔁RT
🫂Share
🤔What do u think about this #Airdrop 🥜? 👇
- 🌷GM🌷
Will you be my friend?
🙌🙌
#F4F
- The SEC's Stablecoin Hammer, Courtesy Terraform Labs and Do Kwon
🌕 I was a Luna Holderr……
[The SEC's Stablecoin Hammer, Courtesy Terraform Labs and Do Kwon](https://www.coindesk.com/policy/2023/02/23/the-secs-stablecoin-hammer-courtesy-terraform-labs-and-do-kwon/)
The SEC’s lawsuit against Terraform Labs alleges that terraUSD (UST), and nearly every token it issued, are securities.
- 🔵💙
[Coinbase Launches Layer 2 Blockchain Base to Provide Onramp for Ethereum, Solana, and Others](https://www.coindesk.com/tech/2023/02/23/coinbase-launches-layer-2-blockchain-base-to-provide-onramp-for-ethereum-solana-and-others/)
Base is built on Optimism and Coinbase has no plans to issue a new network token.
- spotify token enable?🎶
[Spotify Is Testing Token-Enabled Music Playlists](https://www.coindesk.com/web3/2023/02/23/spotify-is-testing-token-enabled-music-playlists/)
The pilot is currently only available for Android users in the U.S., U.K., Germany, Australia and New Zealand.
- ❤️🔥gm❤️🔥
- ⭐️⭐️⭐️⭐️F4F⭐️⭐️⭐️⭐️
follow to follow
🔥🌷❤️
- 🪂 @JumpDeFi #Airdrop ✅
🤔Did u follow my video about @JumpDeFi & tried it?
✅It was 💯FREE
✅They #Airdrop tokens based on round u participated
✅I posted about 2&3
🔸 Round 1: 100
🔸 R2: 100
🔸 R3: 50
🎖️Total: 250 $JUMP
✅Check your near wallet for 🪙
📸👇
💙Like
🔁RT
- china narrative💫
[First Mover Asia: Deconstructing Crypto's China Narrative](https://www.coindesk.com/markets/2023/02/22/first-mover-asia-deconstructing-cryptos-china-narrative/)
ALSO: Here's why it's important Bitcoin hits $30,000
- 🌿Check your @LensProtocol rank
🔗 Click - profile.lenskit.xyz
📃Enter your Lens Profile
✅that's it
👇My score below
📸post your screenshot
🥇Available ranks are S+ (> 1000), S (> 500), A++ (> 100), A+ (> 50), and B+ (everyone)
💙Like
🔁RT
🫂Share
- isn't it really lovely
- ❤️❤️🍌
so cute
- hmm..ftx is big pain😭
[Crypto Hedge Fund Galois Capital Shuts Down After Losing $40M to FTX](https://www.coindesk.com/business/2023/02/20/crypto-hedge-fund-galois-shuts-down-after-losing-40-million-to-ftx-ft/)
Galois co-founder said the fund has halted all trading as it is no longer viable post-FTX.