properties (@properties) • Hey
properties.lens
Publications
- nft市场的周交易者数量现在大概只有12万左右，每日的活跃用户也就只有一万多，这个数据表明这个市场是如此地早期。全球范围内只有一万多的日活用户。
- The NFT market is a very early market, and hype and speculation are very common, because there is no real value support, and the sharp rise and fall of prices is inevitable. After blur was launched, it directly provided a large amount of liquidity with the market maker model, and then promoted the price discovery in the nft market. As a result, a large number of nft prices continued to fall, whether it was a small picture or a big IP.
Blur grabs a large share of transactions, but in terms of absolute value, the transaction volume of Opensea has not really decreased significantly, and has remained at a relatively stable volume, which has recently been adjusted with the adjustment of the entire market. Although Blur's transaction share now accounts for more than 60%, it is still doubtful how long this model can last.
However, from the case of opensea/blur, we can see that, like dex, nft exchanges have no real stickiness among their users. They can transfer to another platform at will, as long as the policy provided by this platform is profitable.
- nft市场是一个非常早期的市场，炒作和投机是非常普遍的，因为没有真正的价值支撑，价格的暴涨暴跌是不可避免的。blur上线之后，直接用做市商的模式提供了大量的流动性，然后推动了nft市场的价格发现，结果就是大量的nft价格持续下跌，无论是小图片还是大IP，都是如此。
blur抢了大量的交易份额，但是其实从绝对值来看，opensea的交易量并没有真正大幅度减少，维持在相对稳定的量，最近随着整个市场的调整而调整。blur的交易份额虽然现在占据超过60%，但是这种模式可以持续多久还是一个疑问。
不过从opensea/blur的案例可以看到，nft交易所和dex一样，其用户都没有真正的粘性。他们可以很随意转移到另外的平台，只要这个平台提供的政策有利可图。
- The power of cognition is enormous, everything is caused by choice, and choice is determined by cognition. What is cognition determined by? Cognition is a function of brain input.
- 认知的力量是巨大的，一切都是由选择所导致的，而选择是由认知决定的。认知是由什么决定的呢？认知是大脑输入的函数。
- 陆奇博士推荐的书单
[小庞同学 on Twitter](https://twitter.com/0xthefool/status/1639833555403517952)
“陆奇博士2023年推荐的书单
1. 第三次浪潮
2. 极简⼈类史
3. ⼤历史
4. 当下的启蒙
5. 语⾔本能
6. 思想本质
7. ⼼智探奇
8. ⿊客与画家
9. 闪电式扩张
10. The Meaning Revolution
11. 清醒 - 如何⽤价值观创造价值
12. 断层地带
13. 未来飓⻛
14. 公司进化论
15. ⻰卷⻛暴
...
1/2”
- chatGPT所带来的生产力升级，将会随着和硬件的整合而飞跃。
[硅谷王川 Chuan on Twitter](https://twitter.com/Svwang1/status/1639838390484103171)
“Gpt 的技术，相当于可以让极少数人具有"超大规模处理非结构化数据信息"的能力，然后这个能力层层叠加爆发出的生产力，看不到上限。以前是机器无法处理“非结构化数据”，现在不一样了。软件开发中大量人力密集型的比较繁琐的工作 (比如写胶水代码)，将很容易被替代。”
- metamask如果发行代币，那将会是史无前例的阳光普照，用户数量如此之巨大，或者说地址数量如此之多。可能没有任何项目可比。
[何币 on Twitter](https://twitter.com/hebi555/status/1639931771633700864)
“Metamask的母公司， ConsenSys前几天公布融资了4.5亿美元D轮，而co-founder Joe Lubin宣布，Metamask会逐步建立一个DAO，走向去中心化。如果发币，小狐百分百会空投。
一旦小狐狸发币其他竞争钱包，也有较大概率跟随发币。
小狐狸钱包自带的Swap和跨链桥可以搞一搞。”
- 在区块链世界，潜在空投是获取用户最直接简单粗暴的方式，但是吸引到的用户在空投发放之后到底能剩下多少呢？
- 很多人都在思考AI对人类社会所带来的改变，自己AI和区块链的潜在结合点。作为个人除了成为用户之外，还能不能成为这个巨大浪潮的股东方。这是非常有价值的问题，但现在显然还没有共识，这也是认知可以带来巨大价值的时候。
[cryptotrek.eth_GibbsDAO on Twitter](https://twitter.com/happylilyelf/status/1639922171446276097)
“#投资思考 思考、总结、修正、演化
“币圈一日，世上一年”，AI演化速度比币圈还快，且多样性和复杂性远超币圈。令人惊叹的内容创造和学习能力让虚拟世界逐步成为现实。面对风起云涌的AI和虚拟世界大潮，最适合自己的角色是什么呢？我仔细想了想除了当用户，还是得做股东，比较持久。…”
- message from phaver
- Soon (tm) Built on @memester-xyz.lens
- Lens Culture Proposal (LCP):
Throughout crypto - communities come up with their own form of slang language to differentiate themselves from other cultures. We have a couple of these terms ourselves like LMCC and LFG, but I propose that we have a term specifically for describing bullishness on Lens' future. I would like to propose the term "bloomish" to describe this idea. The noun bloom means, "a flower, especially one cultivated for its beauty." So naturally bloomish would mean the beautiful cultivation of a social graph. If you are with me, share and use wav3s to increase the distribution of this idea :D.
- I just signed the Glass Manifesto and got early access to claim The Glass Pass. See you on @glassxyz.lens :
https://glass.xyz/manifesto
- I just signed the Glass Manifesto and got early access to claim The Glass Pass. See you on @glassxyz.lens :
https://glass.xyz/manifesto
- Officially announcing that I will be dropping new music every Wednesday, with snippets on Mondays.
This is something I want to try, and I couldn't do it without all of you who support, so thank you so much for all the love, kind words, likes, mirrors, comments, messages, and just every second spent interacting..it means everything <3
This a different snippet of a song I already introduced before, let me know if you're excited about this one ;)
Produced Mixed and written by me,
Dropping Wednesday <3
-Flav.io
- Gm Lens Fam! 🌞
Remember, every day is a new opportunity to create something amazing. 🌱
- **some lofi rainy hiphop for you, please collect and enjoy**
sharing my story here
*// bigmeow aka twanz*
- question for those born and raised in the US, do you experience some level of gov corruption/shadiness on a regular basis? if so, are you surprised?
reason I ask is because i was somewhat accustomed to it in portugal and having now experienced some in the US, some of my peers were surprised by it.
I feel like there's perhaps a perception that it doesn't happen as much as other countries.
- Such a big week this week 🔥 Can't wait to connect IRL. Anyone in our Lens fam attending?
- Office hours w/ vanes
learn what encryption is and how BIP-38 adds an extra layer of protection for users
Watch to the very end 👀
#encryption #web3 #bip #bitcoin #privatekeys #bytes #officehours #giveaway #web3education #bip38
- Like @orbapp.lens @buttrfly.lens @lenster.lens @lenstubelogs.lens @wav3s.lens apps.
Don’t like-
No Music dedicated app
Too many bot accounts.
MATIC only chain. Would love to see other chains, especially FTM as Fantom underrated chain with great Dev’s, Creator & Defi communities
- Come ride through Brooklyn with me 🚴♀️
#bytes
- `getting started` with #lens in 5 steps 🪴 [March 2023 update]
(0 a) maybe consider adding some information about yourself and a pfp to your profile before you start.
(0 b) "hello world" posts get quite some attention ... 😉 . (if you can post something related to what you are interested in ... 🎇 -> People you start following might take a look at your profile and follow if they are interested in the content you share.) Find one great example at the end of the post.
(1) https://lists.inlens.xyz/lists/818891525288558593 *updated* - list of great profiles to start your lens journey ... you will discover a ton, worth following profiles in the communities of people in this list. lists.inlens.xyz/ in general is a great starting point.
(2) find your twitter contacts on lens: inlens.xyz/ (not everyone with a lens profile, active on twitter, is very active on lens (yet ;-)). Maybe consider connecting with new people, sharing interesting content on lens.)
(3) probably you read this post on @lenster.lens . If you are interested in lens mobile apps, @orbapp.lens and @buttrfly.lens (iOS only) are at the moment - imo - the most advanced general purpose lens mobile apps. One of the beautiful things regarding lens is that it doesn't matter which lens app you use, every lens app has access to the same content and social graph.
(4) what you share on lens is stored and publicly available for a very long time. Probably *forever*. You can hide posts, comments and mirrors. But that's a front-end feature, the data is still available and publicly accessible.
(5) "collects" are a very powerful concept, adding a NFT version of the post to your address (4th symbol below a post on @lenster.lens ). Collects can be monetised -> creators can use collect fees to earn money on lens.
`advanced topics`
other mobile apps: @lentilapp.lens (iOS native general purpose app), @converseapp.lens (iOS @xmtplabs.lens mobile messaging app pls contact @polmaire.lens if you are interested), @lenstaxyz.lens image focused lens mobile app.
other browser apps: @pinsta.lens pin lens content, create and publish pinsta boards. @beatsapp.lens music focused lens app . @focalize.lens browser extension for posting on lens. @youfolio.lens trading lens creator tokens. @dumpling.lens video platform on lens.
market place: @lensport . Buy and sell collects, create token gated posts.
fun: @thesmurfssociety.lens smurfs game, get early access with your lens profile. Mix recipes, find potions and crystals. Be careful highly addictive. @memester-xyz.lens create memes easily and publish directly on lens. lenstube.xyz/ videos on lens. www.lyrical.world (#LensAI) create ai generated images and publish on lens. @amnisiac.lens listen to music in your feed or other profile's feed (e.g. @mixtape.lens ). @truthordare.lens ;-).
tools: @chainjet.lens automate processes, like notifications ( @remindmebot.lens 👀). @lensdropxyz raffle tokens based on constraints (e.g. 1 of the profiles who collected post xyz will get a NFT). @wav3s.lens incentivise people to mirror or comment content. @madfinance.lens Lens Bounties, allowing creators to earn "by creating a Lens post using the creative direction of a brand". @theshr.lens decentralised publishing platform. @letsrally.lens lens spaces. @wagmifund.lens decentralised crowd funding platform. @ethpass.lens add your lens profile to Apple or google wallet.
data: profile.lenskit.xyz profile overview with a github like activity board. https://dune.com/xmc2/lens-profiler get an overview of your lens statistics.
coming soon: @onboardapp general purpose app. @ensocollective digital closet. @lensplayxyz.lens video browsing. #theDial by @emmajane1313.lens . @lenstags.lens content discovery and organisation . #LensGarden dynamic activity based NFTs and more ;-).
lens protocol stats - provided by @buttrfly.lens (weekly posts + comments):
@lenster.lens 58.9%
@phaver.lens 27.4%
@orbapp.lens 8.0%
#lenstube 1.3%
@lensport.lens 0.5%
@buttrfly.lens 0.4%
lens history: approx 5 months ago #lensBeats appeared promising $BEATS airdrops for following and interacting with (collecting) its content. A few weeks, lots of attention and a few K WMATIC later #lensBeats burned its lens profile.
If you are interested in content distribution and increasing your reach on lens, maybe the following post is a good starting point: https://lenster.xyz/posts/0x017566-0xdf (e.g. @bvdaniel.lens combined his introduction post with an eye catching visual (only follower can collect) and an incentivised mirror (+100 followers ). 120+ collects, 80+ mirrors, 40+ comments ...)
list of all lens apps: www.lens.xyz/apps
#gettingstarted #5steps #newonlens #howto #onboarding #0to1
- 在crypto投资，有三个漏斗对项目进行筛选：1、代币是否有价值捕获机制；2、用户是否具有粘性；3、估值是否合理。
- 就一个主题写thread并不是我所想做的事情，因为我并不想获取流量关注，我只想做好我自己的投资，我也不依赖于别人的认可，甚至我不认为在投资领域进行交流是一件好事。投资是很个人的事情，我们每个人有自己的能力圈和认知范围，保持信息系统的高质量和高效，我们终将会发现属于自己的机会。
- 在大型投资机会工作过，所以非常了解认知的力量，如果我们没有正确的认知，那么管理更大的资金就意味着更大的损失。而只要有正确的认知，我们管理小资金也能胜过大资金。
- 最可惜的是蹉跎了岁月，然后没有获取相应的投资回报。
- 作为职业投资者而言，最有价值的是时间。或者称之为机会成本。我们的资金都是有限的，如何把有限的资金放在最具有长期增值潜力的项目中，是我们每天都需要思考的问题。时间过去了就过去了，我们没有办法回到过去，然后进行重新选择。
- Amazing how to get started guide, thanks a lot @punkess.lens for sharing to newcomers
- lens的每笔交互都上链，这是相当高标准了。
- gasless的成本相当于由项目方承担，而项目方之所以能够承担，是要求每笔的交易费用足够低才能够承担，不然用户规模上来之后很容易就破产了。
- thegraph的子图数量在不断增加中，最近一两天快速增长，不过查询费用并没有大幅增长，反而是下降的。不知道是什么原因。
- 现在crypto项目中，真正令我感觉到兴奋的项目真的没有多少个，虽然并不是所有项目我都了解的，但是多多少少会知道一些，但只要我把代币经济学设计这个门槛往那里一放，很多项目就都过不了关。能够过关的我就把用户粘性和可持续性的门槛一放，又是大批项目落选。最终剩下的就没几家了，在剩下的几家中把估值和收入创造能力一对比，发现能过关的可能真的屈指可数了。
- crypto有价值投资的空间吗？我的回答是有的，但是空间非常非常小。因为这里面的绝大多数项目都不具备进行价值投资的前提条件，也就是代币没有价值捕获的机制和能力。如果你在这样的代币身上进行价值投资，那就是错投了筹码。
- livepeer的费用虽然全部给到了代币质押者，但是因为费用现阶段实在太少了，所以还是在依靠协议代币在苦苦支撑，等待web3 social视频转码需求大爆发的到来，在投资时点上，需要等待估值的回落以及收入的快速上升，如果出现这两个条件同时满足的点位，那就是比较好的投资时点。
- 我们现在投资任何一个token，都需要和ETH的投资性价比比较，ETH的质押收益率可以在整体增发率低于零的情况下实现5%左右的收益率，而其它任何协议可以说都做不到这一点。
- 同时，thegraph也开始了前往arbitrum的工作，这会大幅降低和thegraph交互的手续费用，有利于整个经济的活跃度。
- thegraph之前宣布推出substream，已处理高频数据，其速度是subgraph的100倍。
- 一般人们认为托管服务器的性能肯定是超过去中心化结构的服务器网络的，但是thegraph的数据显示，他们已经做到了去中心化网络在延迟和响应速度方面比托管网络更好。
- thegraph去中心化网络的运行数据比在托管网络中的数据还要好，这相当厉害了。
- Yeah fixed, and fixed a ton other found route cause thanks for raising.
- Ok. My video says I have 98 collects but in fact I only have 5. Anyone else having this trouble?
- 虽然增加了做市商的进入资本门槛，但是非常有利于uni的价值提升，这意味着代币的持有人和做市商是同一拨人，虽然会限制做市商的规模，但是uni可以在不向代币持有人分配费用的情况下改变其供求关系，如果做市商和代币持有人是一体的，那么做市商也会受益于代币价格的提升。
- would be super epic, wondering if @stems.lens could be used 👀
- Exciting news for all artists and collectors 🥁
Introducing the “Direct mint” feature for Music NFTs from @lensprotocol to simplify the process of discovering and collecting all from the Oohlala explorer.
Everyday, there are more and more music NFTs on Lens, making it more time-intensive to discover the music you love. Oohlala makes it easy to find/filter Music NFTs from Lens by directly interacting with platform contracts with no third-party fees.
Start today ✅
Support your favorite artists emerging from the Lens Music Ecosystem with the Direct Mint feature!
#lenstube #lenster #musicNFTs #LMCC
https://twitter.com/oohlala_xyz/status/1627659474331922434
- Thinking about doing a generative music project where you can collect the stems you like and make a full track out of it.
Thinking about making this a lens exclusive drop.
What do you think?
- What do you all think about the Orb community feature? any changes or improvements you want to see?
- Mint for @FarmHandsNFT is live! Looking forward to using these new avatars in the Pixels ecosystem!
Will give a Farm Hands away in 12-24 hours. Retweet and follow @binancesravan, @FarmhandsNFT and @pixels_online to be eligible.
@stinkyboy.lens follow and stake
- yes I think some of the apps might support already