PKN Orlen (@pknorlen) • Hey
Polish Oil Industry
Publications
- Haha no way! Yessss, I insist! Can’t wait for the pic ;)
- hello everybody
What is your prediction of bitcoin price?
- Hello Crypto people!
- Cute 🥺
- Welcome to Lens 🌿
- I had a good day, and BTC is pumping!
- Dadabots is the AI Music project of CJ Carr and Zack Zukowski. Quoting their own words from their website, Dadabots is a cross between a band, a hackathon team, and an ephemeral research lab. We're musicians seduced by math. We do the science, we engineer the software, we make the music. All in one project. Don't need nobody else. Except we do, because we're standing on the shoulders of giants, and because the whole point is to collaborate with more artists.And in the future, if musicians lose their jobs, we're a scapegoat. J.K. Please don't burn us to death. We'll fight for the right side of history.. We swear..."I had an amazing conversation with CJ about how Dadabots came to be and how they use technology to create music. Zack also jumped in for part of it and gave some great perspective on the project and the future of music creation. CJ came ultra prepared with tons of videos and diagrams and music to share which he showed while sharing his screen, so I highly request watching this episode if you can. Links to do so are in the description. These guys are really at the forefront of technology when it comes to music creation and this episode was insanely fun to record. I'm sure you'll learn something new, and hopefully you'll be excited by the potential that AI and machine learning has for music's future.
Find Dadabots here:
Twitter- https://twitter.com/dadabots
Instagram- https://www.instagram.com/dadabots_/
Website- https://dadabots.com/
Youtube- https://www.youtube.com/@dadabots_
Music and Other Links- https://linktr.ee/dadabots
Find the podcast here:
Twitter- https://twitter.com/futuremusicpod
Instagram- https://www.instagram.com/thefutureofmusicpod/?hl=en
Lens- https://lenster.xyz/u/web3musicpod
Jake- https://twitter.com/cryptabel
Episode 24 w/ Dadabots on Youtube- https://youtu.be/Bp9zvMRNdZE
Find Phlote here:
Website: https://www.phlote.co/
Phlote TV Youtube- https://www.youtube.com/@phlotetv
Twitter: https://twitter.com/teamphlote
Instagram: https://www.instagram.com/teamphlote/
Lens: https://lenster.xyz/u/phlote
- I can’t believe this
- Experimenting with the activation of the ignition chips to create a bridge that allows us to merge with the electronic fluid of the infinite source.
Vocals & Production: Nena1992
Electric Guitar & Production: Andrés Briceño
- This is the original voice memo idea from when I was writing "how the hell did i get you?" <3
- Nexus Mutual Community Call | 20 June 2023
Nexus Mutual's community call is held every two weeks in the Nexus Mutual Discord (https://t.co/Z5vWv4tWTG) at 9am EST / 1pm UTC. The next community call will be held on 11 July.
On this week's community call, we provide updates from the DAO Operations team, the DAO Marketing team, the Foundation, and our regular weekly updates.
⮞ DAO Operations update on the https://nexusmutualdao.io/ website
⮞ BraveNewDeFi's overview of important recent governance proposals: https://forum.nexusmutual.io/
⮞ DAO Marketing team update
⮞ Weekly update from the Foundation
⮞ Last week in cover sales
⮞ Governance discussions on the forum
https://forum.nexusmutual.io/
⮞ Open forum
Join us for our bi-weekly community calls, subscribe to our newsletter on Substack, and follow us on Twitter and Lens to stay up to date on all things Nexus Mutual.
Our next community call will take place on Tuesday (11 July).
➲ Nexus Mutual website: https://nexusmutual.io/
➲ Nexus Mutual DAO website: https://nexusmutualdao.io/
➲ Nexus Mutual Newsletter: https://nexusmutual.substack.com/
➲ Nexus Mutual Lens: https://lenster.xyz/posts/0x01a9c6-0x01
➲ Nexus Mutual Twitter: https://twitter.com/NexusMutual
➲ Nexus Mutual Dune Dashboards: https://dune.com/nexus_mutual
- Happy Pride! 🌈✨
- just look
___
Quoting @stani.lens : lensport.io/p/39997_14
Missed it 🥲 when next
- Hey #lensfrens ✌🏼🌿✨
Join me on Wednesday June 21 at 2pm EST to celebrate the summer solstice as I host my first space on @buttrfly.lens
Let’s talk about all things Lens, summer time, musicNFTs, art, AI, and whatever else comes to mind!
Can’t wait to hear your beautiful voices! 🌞🦋🎙️
https://buttrfly.app/space/lkf-mrlb-ari
#SocialAudio #Lens #Buttrfly #StableDiffusion
- Hello, BTC is pumping!
- yeea
- This is crazy!!!!
- @nena1992.lens is amazing!
- Hello guys bitcoin is pumping!
- A true degen at heart right now with that newly acquired arb bag
- Life is simply not fair
- aEFghjmytr
ergdnvhyhtyergf
- hello
- $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 ARB (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