ParaibaSun (@paraiba) • Hey
I am a Jeweller and bitcoin holder.
Publications
- my score is very low, only 82, why?
who tells me the reason.
- #eth 生态的多签协议 #safe ，已经发了空投550天了，不能转移，无法交易。 终于要看到希望了。项目方真能摒得牢，一直坚持到了大牛市。
- bull market come？
- about investing in altcoins into English:
Technology and Innovation
Technological Differences: Many altcoins are based on different technologies than Bitcoin, potentially offering faster transaction speeds, lower transaction fees, higher scalability, or advanced security features.
Specific Use Cases: Some altcoins are designed for specific purposes, such as smart contracts, decentralized finance (DeFi) services, or privacy protection.
Market Potential
Growth Potential: Some investors believe certain altcoins have greater growth potential due to their lower market capitalization.
Diversity and Risk Diversification: Investing in altcoins can provide portfolio diversity and help spread risk.
Community and Support
Active Community: Strong community support and developer activity can be key factors in the success of an altcoin.
Partnerships and Project Adoption: Partnerships with businesses or other projects can enhance the credibility and use cases of certain altcoins.
Market Speculation
Price Volatility: Altcoins are often more volatile than Bitcoin, sometimes attracting speculators looking for quick profits.
Market Sentiment: The price of altcoins can be significantly influenced by market sentiment and speculative activities.
Risk Consideration
High-Risk Investment: Altcoins generally carry higher risks, requiring investors to have a thorough understanding of the related technology and market.
Potential for Fraud and Failure: Due to less regulatory oversight in the crypto market, investing in altcoins may involve risks of project failure or fraud.
Research and Due Diligence
Thorough Research: Conducting thorough research and due diligence is crucial before investing in altcoins, including understanding their technological foundation, market positioning, and team background.
In summary, investing in altcoins may offer opportunities for high returns, but it also comes with higher risks. Investors should make decisions based on their risk tolerance and market knowledge and be prepared for the possibility of capital loss.
- uni要收费了，2/3归labs，1/3归社区。 这个比例 你满意么？
- 未来加密历史上会多一次记载，史称818大跌。
- 现在的 #defi 项目有点像娱乐圈，能不能跑出来成名主要取决于有没有金主大哥捧，有金主捧几千万上亿美金的流动性就进来了，然后小散的流动性也跟着进场了。
有不少协议，做的其实不错，项目资质ok，但是苦于没有金主大哥捧，一直不愠不火，默默无闻。
- 如何理解币安的#launchpad 和#launchpool ？（晚8点#sei 和#cyber 开盘）
今天下午北京时间8点，币安最新#launchpool 的两个新项目#sei和#cyber 将登陆币安首发交易。已经挖了15天，多少对今晚的开盘有所期待，两个悬念：第一，两个代币会有多少倍的涨幅，十倍还是几十倍？ 第二，sei和cyber哪个更受市场的追捧？ 拭目以待。
无论是#launchpad 或者launchpool，只要是在币安首发的项目，开盘基本没有低于10倍的。所以今天晚上，对于bnb大户来说，又是一次财富盛宴；对于bnb小户而言，又多了几顿猪脚饭。
今天想聊一个话题，也是之前困扰我的问题，第一，为什么在launchpad（或launchpool）首发币安的项目会有如此大的涨幅？ 第二，如果是一次暴涨是偶然现象，那么为什么币安做了几十期了，无论是牛市还是熊市，首发都有至少十倍的涨幅？ 探究一下这背后的逻辑所在。主要有三点：
**1、launchpad（launchpool）相比传统金融更低的摩擦成本，节省的成本补贴和激励用户。**
可以与传统金融做一个横向比较，一家公司想要在大A进行IPO上市的成本，包括财务成本和时间成本，财务成本有给券商的中介费、给会计师事务所的审计费、给律师师事务所的律师费、媒体的公关费用、路演费用等，这些下来，即使是科创板也要大几千万到1个多亿，这还不算上市前给A轮、B轮、C轮、pre ipo轮各种机构派发的筹码；时间也是成本，运气好的2、3年，运气不好上市被否个几次也很正常，每多一年就多一年的费用。在IPO前，散户是完全参与不进来的，只有二级接盘，虽然有些幸运的散户，可以通过a股打新拿到些新股，但是价格也是很贵，也未必100%赚，破发也常见。
相比币安的launchpad（launchpool），基本是项目方通过交易所直接面向用户，不存在上述的这些大额费用，把launchpad价格定的低，而且用户都能参与，二级市场发行后获得收益，其实相比传统股票上市，就是把大量中间成本变成利益补贴用户。
**2、相比早期ICO模式，launchpad（launchpool）降低了信任成本，节省的成本补贴和激励用户。**
ICO是币圈早起最开始的代币发行模式，币安的launchpad是ICO模式的演进，但消除了ICO的致命弱点--缺少可靠可信第三方背书。经历过2017、2018年的ICO的火爆，ICO的信任成本是很高的，项目通过ICO发币，缺少可靠可信的第三方平台，往往通过大V、KOL背书，而大V、KOL水平和人品又是良莠不齐，导致项目也是五花八门，ICO后的很多项目实际上不具备后续的实际运营和开发能力。而且中间也没有可信第三方来保证用户的资金安全性，不少代投（号称有融资额度的人）收了用户的投资资金，消失不见，或者私吞也是常有的事情。导致2018年后期，ICO在市场上已经走不通，很多散户不再参与。
launchpad（launchpool）中，币安则实现了可信第三方的角色，为项目方提供了背书，同时也给用户资金提供了安全保证。所以，这其中节省的大量信任成本和无效资金损失，也反应在token上市后的价格上，在lauchpad中无法买入足够筹码的资金，不少会选择在开盘后的二级市场买入，也是token在上市后经过大幅涨幅且能稳住的原因之一。
**3、互联网金融时代下的流量密码。**
在互联网和移动互联网时代，流量约等于Money，但是流量转换成money需要各种变现方式，比如广告、电商、游戏等，其中转化效率有高有低。 但是在互联网金融时代，流量就是Money。互联网金融领域，特别是区块链领域，资金是无许可去中心的，资金从A到B有时候只要几分钟甚至几秒钟，所以有热点、有流量、有关注就会有资金流。 在金融领域，什么最能产生热点效应，就是大涨。Launchpad筹码定价低，上市后的十几倍甚至几十倍的涨幅足够产生舆论热点，同时体验了“暴富”的用户也是最佳的传播者，又会带来新的流量，对交易所币安而言，是非常好的广告效果。在互联网时代，让利于用户，让用户赚到钱带来的口碑，就是最好的广告。
**综上，launchpad（#launchpool ）的上市大涨，是交易所（币安）、项目方和用户之间良性互动的结果，是通过创新带来的一种市场化的三方共赢模式，币价的上涨是市场给的。**
**新的问题：launchpad（launchpool）是不是一定保证项目未来能有好的表现？**
这个答案是很难说。最近又不少人诟病币安的首发项目割韭菜，上线后表现差（主要是价格），其实这个倒不能怪币安，从历史上来看，99%的token最终大结局都是朝着归零的方向去的，即使是有币安加持的项目，也会符合这个统计学规律，只是经过币安挑选的项目中，成为那1%的可能性会大一些，这个也是符合规律的，有后期表现惊人的，也有表现差强人意的。
整个加密世界发展的非常的快，叙事热点也在不停的变，从早期的“更好的比特币”、到“公链”、到defi和gamefi、再到现在的各种L2一直在变，在某个时期好的项目，到下一轮叙事可能就不那么美好了，这也是要投资人自己去把握了。
- #cyber 和 #sei 上市后的表现高下立判， 目前看市场对有特色的公链sei 还是给与相对比较高的情绪和估值，而web3社交媒体则偏冷落，未来 #lens 能否扛起社交媒体的大旗，期待中多了怀疑。
- zerion的chrome 插件目前是测试状态，非常好用，需要邀请，链接
https://claim.zerion.io/#/redeem/GFyqwonhqV6t
- 接着奏乐，接着舞！ sec也要守法，不能胡来 #BNB
- 洪总 经典语录转载：PoW与PoS的根本区别在于参与者的经济模式。PoW是企业家模式，鼓励冒险；PoS是守财奴模式，鼓励守成。一个是资本主义经济，一个是封建主义经济。高下立判。。
- 比特币是奠基者，比特币是启蒙者，比特币是先行者，比特币是终结者
- 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
- The biggiest bank Sberbank in Russia will supply crypto servie for people!
crypto is a hedge for traditional banking system.
- SEC Chair Gensler says crypto market is full of “Ponzi schemes" and “frauds” that can only be cleaned up with securities regulations
- 似乎每一次政策的强力打压，都会孕育一次波澜壮阔的大牛市。2017年的9.4， 3个月后迎来加密市场的高潮，btc第一次突破10万RMB； 2021年的5.9， 6个月后#btc 创出历史新高，突破48万RMB。历史不会重复，但是会押韵。
- i want buy some NFT at bottom? which collection ,any suggestion?
- CNY VS USD, the ratio go up steadily. maybe will break up to 7.5!
- Data shows investors shifting capital toward stablecoins and Bitcoin,
while altcoins face a crucial turning point
- 不成熟投资人的典型特征，习惯把投资失败归于外部原因，比如买了#pepe 损失，责怪交易所上线了pepe，每一次投资都是你自己抠动的扳机，而不是交易所。
- 英文社区，几乎一边倒的支持 CZ ，他们认为揽权和滥权的政府就是麻烦制造者和蠢货。
- 美国sec针对的不是币安一个，而是整个服务美国人的交易所，针对的是一个行业。
- @zerion 合并两个nft，要开始运作了。
- Today marks our 1 Year Anniversary of making friends onchain 🎂!
Thank you to everyone who has made the first year of Lens Protocol so special and groundbreaking. Lens has brought together builders, creators, communities, and friends, all while in beta.
There's so much planned for the second year ahead, and we can't wait to continue to grow with all of you.
Who did you become frens with on Lens?
🎨 by @nftsushi.lens and all collect proceeds go directly to the artist.
- I think it is a good oppotunity to short #sui
- Momoka has now total cost of all the transactions spent on Momoka and per transaction https://momoka.lens.xyz/
- https://www.bilibili.com/video/BV1No4y1t7Zn/?spm_id_from=333.788.recommend_more_video.-1
chatgpt open course
- lens的日常发帖，其实存在两部分费用，一部分是matic公链费用，一部分是去中心存储AR费用，目前用户只承担的matic费用，ar费用好像仍然是项目方补贴的。
- I am not a good NFT investor, almost all my NFTS’ price is just to be zero ，so sad
- why meme pump？
because the market do not have enough liquidity
- 币安开通了#blur的合约交易，却没有现货，为啥？
- 很多不法黑客会利用大家玩空投的心理，通过社交媒体或者邮箱发送相似网址的骗子链接，告诉你获得空投了，当你点击到骗子链接并授权后，一切已晚，资产被划走。
- gm Lenster fam 🌸
We are excited to announce the launch of our new Snapshot voting feature. Now you can have your say on important community decisions by simply voting from Lenster.
If you paste any Snapshot URL, it will turn into an interactive widget where you can vote for a proposal. You can also use it with your Lens follower NFTs by configuring Snapshot strategies 🚀
Vote us below if you like this feature 😉 https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718
- 很多人觉得空投是一个稳赚不赔无风险的事儿？
事实上，这个事儿风险非常高。
空投airdrop是项目方给早期参与体验的一种奖励，为什么会给，因为项目在初期、中期，需要用户的体验和测试，项目本身并不完善，开发过软件的都有经验，一个项目从第一个测试版到最终发布中间会有好多版本。测试者（用户）是用真金白金（币）去参与测试的，其实是有各种crash风险的，为了补偿这种风险，空投实际是一种补偿机制。
另外，除了正常项目的风险，还有就是被假项目rug的风险，这个也是经常碰到的。
- The floor price of lens handle nft goes up to 0.14eth.
amazing!
- 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!**
- When you have your bitcoin on an exchange you’re taking away its most important superpower which is decentralization.
- Built on @memester-xyz.lens
- 老婆不炒币，昨天突然问题，比特币跌了，是不是跟美联储加息有关？
一时语塞，难以回答，因为#bitcoin 一会表现的像风险资产，美联储加息-跌；一会又表现的像避险资产，美国银行倒闭-涨。 其实想想也不矛盾，美联储加息不是让比特币跌了，而是让美元更贵了。但是银行破产会让有价值存储需求同时又寻求避险的资金，回流到了bitcoin。
- To be a holder，
if you don't hold, you can't be rich
#yasai
- hell0，#lenster
hello，#philand
hello，#yasai
- 市场有点牛市的味道了，牛市看叙事，熊市看数据，最近就是人工智能的叙事满天飞，沾了人工智能的代币都在涨。 只能说，注意风险。
- 深入聊聊#gmx， gmx现在价格是55u。gmx在去年11月份大牛市行情时，到过40u，现在的价格是超过去年牛市时候的价格 。
#gmx是由两名匿名开发者开发，早期仅接受了个人投资者少量的投资。经济模型中，最大供给量是1325万个，其中已经释放的8,287,393枚，其中7,074,072枚（85.4%）质押在gm系统中，真正在流通的仅有1,213,371。其中，币安热钱包约为63000枚。可以说，流通量是相当有限的。
同时，创始人在token分配上是相当克制的，团队仅分配25万枚，分两年线性释放。
- 加密货币是一组在野外释放的物种，它们涌现、成长、挣扎、适应、合并和分裂。它们消费周围的金融环境，对其进行改造，然后进化地向前发展。\n\n银行们离倒闭不远了。
- 加密货币是一组在野外释放的物种，它们涌现、成长、挣扎、适应、合并和分裂。它们消费周围的金融环境，对其进行改造，然后进化地向前发展。\n\n银行们离倒闭不远了。
- My new socials page:
https://vitalik.ca/files/misc_files/socials.txt
I'm eagerly trying out Mastodon, Farcaster, Lens and others, and I'll bow to Lord Elon and pay his $8/month too... but only when it's available on a non-iOS platform.
Let the best socials win! *
* there will be multiple winners
- ar mask ,boost
- Here is a checklist to avoid scams and protect your💰
(A thread🧵)
1/ Let’s get basics out of the way!
You know what to do with your keys🗝️
Anything but share them. Period.
2/ Keep your seed phrases out of the digital world
This means not storing them on your cloud, password managers, etc
3/ Instead of paper, consider writing your seed phrases on metal
🔗 https://amzn.eu/d/6ZBMUAZ
4/ Secure your accounts with 2 Factor Authentication
Prefer authenticators over SMS
5/ Use a VPN
You will be able to protect your computer from unauthorized access, especially if you use public WiFi
6/ Dust Attacks
Have you ever received tokens out of the blue? It could be a dust attack.
These smart contracts may contain malicious code, so avoid interacting with them!
7/ Consider switching to a more secure OS if you want to take it a step further
qubes-os.org
tails.boum.org
- We’ve teamed up with Lens to provide better social experience and features on Zerion. 🌿
You can now search, follow, and send tokens or NFTs to a Lens profile (ex. stani.lens).
To celebrate, we’re giving away amazing prizes each week for our Zerion DNA holders:
→ 2 Zerion Genesis NFT Card (Common - gives you zero fees until March 26, 2023)
→ 2 Zerion Genesis NFT Card (Rare - gives you zero fees, forever)
→ 1 rAAVE tickets for DevCon' 22, Bogota
This is a 4-week campaign, so you have multiple chances to win!
🛂 How to participate:
1. Claim your Lens profile: claim.lens.xyz
2. Set your Lens pfp to your Zerion DNA. Learn how to get DNA: https://zerion.io/dna/
3. Follow Zerion on Lens: https://lenster.xyz/u/zerion.lens
4. Click “Collect” (4th button underneath this post) for 0.69 wMatic
5. You can “Mirror” this post (2nd button) and earn 4.5% commission on every referral collector attributable to you
We’ll randomly choose the winners who followed all the steps above correctly and announce them in the comments. 💬
Stay tuned for our next post!
@lensprotocol