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Megathread — The OP Stack 🔴🔵🟡⚪🟢👁️ Let's explore: • What is the OP Stack? • Five projects building on the OP Stack. • @BuildOnBase • @BNBCHAIN • @ourZORA • @pgn_eth • @worldcoin Massive Alpha Strategies on how to interact with each project. 🪂 🧵 What is the OP Stack? "A modular, open-source blueprint for highly scalable, highly interoperable blockchains of all kinds." 🔗 https://stack.optimism.io/ Here are five projects building on the OP Stack and strategies for each project. 👇 Base 🔵 "Base is a secure, low-cost, developer-friendly Ethereum L2 built to bring the next billion users to web3." 🔗 https://base.org/ Base🔵 continued... • Built by Coinbase • Coinbase funding: $500+ million • $BASE token possible, but not confirmed • Base testnet is live Base 🔵 Strategy 🪂 Mint "Base, Introduced" on Zora 🔗https://zora.co/collect/eth:0xd4307e0acd12cf46fd6cf93bc264f5d5d1598792 Bridge to Base testnet 🔗https://bridge.base.org/ Complete Base quest 🔗https://quests.base.org/ Run a Base testnet node 🔗https://github.com/base-org/node Base🔵 Resources Base documentation 🔗https://docs.base.org/ Base GitHub 🔗https://github.com/base-org Add Base testnet to your wallet 🔗https://docs.base.org/using-base Base testnet $ETH faucet 🔗https://docs.base.org/tools/network-faucets opBNB🟡 "An optimized layer-2 solution that delivers lower fees and higher throughput to unlock the full potential of the BNB Chain." 🔗https://opbnb.bnbchain.org/ opBNB🟡 continued... • Built by Binance • $opBNB token unlikely, but nothing confirmed • opBNB testnet is live opBNB🟡 Strategy 🪂 Bridge to opBNB testnet 🔗https://opbnb-testnet-bridge.bnbchain.org/deposit Explore opBNB ecosystem 🔗https://docs.bnbchain.org/opbnb-docs/docs/build-on-opbnb/ecosystem Run a opBNB testnet node 🔗https://docs.bnbchain.org/opbnb-docs/docs/tutorials/running-a-testnet-node opBNB🟡 Resources opBNB documentation 🔗https://docs.bnbchain.org/opbnb-docs/docs/intro opBNB GitHub 🔗https://github.com/bnb-chain/opbnb Add opBNB testnet to your wallet 🔗https://docs.bnbchain.org/opbnb-docs/docs/build-on-opbnb/wallet-configuration opBNB testnet $BNB faucet 🔗https://docs.bnbchain.org/opbnb-docs/docs/build-on-opbnb/network-faucet Zora Network⚪ "The Zora Network is a fast, cost-efficient, and scalable Layer 2 built to help bring media onchain. Many L2s are currently DeFi centric whereas the Zora Network is an ecosystem that puts NFTs first." 🔗https://zora.co/ Zora Network⚪ continued... • Zora funding: $60 million • Zora backers: Paradigm, Coinbase Ventures, and more • $ZORA token confirmed • Zora is live on Ethereum mainnet • Zora Network mainnet is live Zora Network⚪ Strategy 🪂 Mint NFT's on Zora (Ethereum & Zora Network) 🔗https://zora.co/ Bridge to Zora Network mainnet 🔗https://bridge.zora.energy/ Mint "Energy" NFT on Zora Network 🔗https://zora.co/collect/zora:0x6c00cf938446c553a581f913fb0ad17a613157f9/1/mint Zora Network⚪ Resources Zora Network documentation 🔗https://docs.zora.co/docs/zora-network/intro Zora Network GitHub 🔗https://github.com/ourzora Add Zora Network to your wallet 🔗https://docs.zora.co/docs/zora-network/metamask Public Goods Network🟢 "PGN is both a digital schelling point and the world’s first L2 that works to create durable and recurring funding for public goods." 🔗https://publicgoods.network/ Public Goods Network🟢 continued... • PGN backers: Gitcoin, Public Nouns, and more • $PGN token possible, but nothing confirmed • PGN testnet is live Public Goods Network🟢 Strategy 🪂 Bridge to PGN testnet 🔗https://pgn-bridge.vercel.app/bridge Get involved with PGN 🔗https://pgn-docs.vercel.app/get-involved Public Goods Network🟢 Resources PGN documentation 🔗https://docs.publicgoods.network/ Add PGN to your wallet 🔗https://pgn-docs.vercel.app/getting-started/rpc-endpoints PGN testnet $PGNETH faucet 🔗https://pgn-docs.vercel.app/getting-started/faucet Worldcoin👁️ "Worldcoin is building the world’s largest identity and financial network as a public utility, giving ownership to everyone." 🔗https://worldcoin.org/ Worldcoin👁️ continued... • Founded by Sam Altman (CEO of OpenAI ~ChatGPT) • Worldcoin funding: $125 million • Worldcoin backers: Coinbase Ventures, a16z, and more • $WLD token is live • Worldcoin is live on Optimism Mainnet Worldcoin👁️ Resources ⚠️Consider reading before proceeding with Worldcoin strategy⚠️ Worldcoin Privacy Notice 🔗https://vault.pactsafe.io/s/8a18d792-fd76-44db-9b92-b0bb7981c248/legal.html#contract-s1ytru6kk Worldcoin Biometric Data Consent Form 🔗https://vault.pactsafe.io/s/8a18d792-fd76-44db-9b92-b0bb7981c248/legal.html#contract-syn0uxpen ⚠️Consider reading before proceeding with Worldcoin strategy⚠️ Worldcoin👁️ Strategy 🪂 Download the World App 🔗https://worldcoin.org/download-app Get a World ID 🔗https://worldcoin.org/world-id Become a Worldcoin Operator 🔗https://worldcoin.org/be-a-worldcoin-operator The OP Stack 🔴🔵🟡⚪🟢👁️ is not alone. Arbitrum Orbit, zkSync Hyperchains, StarkNet Stack, and the Polygon Stack are also building. 👀🪂 "The Layer-2 Evolution: Superchains, L3s, and More" https://research.binance.com/en/analysis/the-layer-2-evolution-superchains-l3s-and-more ⚡️ Join Telegram Alerts for alpha notifications: https://t.me/OlimpioAlpha
After work, sleep in on weekends
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
$ETHFI airdrop strategy ⚡️ Ether Fi is an LSD protocol, like Lido and Rocketpool. Thread; how to potentially qualify for a Ether_Fi airdrop 🪂 1/8 What is Ether Fi? A Liquid Staking Solution. You stake your ETH, and accrue interest rewards derived from Node operators securing Ethereum. You can learn more about how it works technically: 🔗 https://etherfi.gitbook.io/etherfi/getting-started/introduction 2/8 In their latest medium article, they explicitly say "No token" They've also tweeted about it. 3/8 In the other hand, within their docs, they explicitly also say "Governance In the works ..." "EtherFI DAO" "ETHFI Token" So not sure which one is correct here 4/8 Ether Fi also has an "Early Adopter Program". They are rewarding points to users that stake. There was a snapshot taken in April, and they say there is a second coming soon. No relation between these points to any token or airdrops so far. This is speculation. 5/8 What is the strategy? Stake your ETH, rETH, stETH, or frax ETH: 🔗 mainnet.ether.fi/eap They accept any of those tokens as deposits. They also have 35M of TVL in their contract: 🔗 https://etherscan.io/address/0x7623e9dc0da6ff821ddb9ebaba794054e078f8c4 6/8 Risks? This is a new protocol, it comes with smart contract risks. It has been audited by Certik and Zellik: 🔗 etherfi.gitbook.io/etherfi/security/audits I would only use funds that you can afford to lose. 7/8 Funding? They have received 5.3M USD in funding, according to Crunchbase. Seed round 💰 8/8 Not for United States users. Directly, at least. Sorry friends, I don't believe they would do this if they could prevent it. I will update when there is news ⚡️
兄弟们一定要多挣钱啊，刚刚经过KFC看到两个人吃一根薯条，还嘴对嘴抢着吃，千万别活成那样，看着都难受
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.
It is recommended that young friends who have just entered the circle complete their learning through the testing network first, Go to the main network again and take advantage of Gas. When interacting, don't spend all your ETH! Keep some ETH as gas! Those without testing water can go http://faucetdao.shop/#/swap buy Compared to the l0 test network cross chain bridge, this is cheaper. *Don't forget to test altlayer's network, The project team explicitly stated in the live broadcast that they will consider testing the weight of the network!
SCROLL TESTNET AIRDROP STRATEGY 📜⚡️ Scroll_ZKP is a zkEVM with a 1.8 billion valuation and no token yet. How to use Scroll Testnet, deposit in Scroll's AAVE, swap in Scroll's Uniswap v3. No funds are required. 20-minute strategy 🧵👇 1/9 What is Scroll_ZKP? Scroll is a zkEVM. A Zero-knowledge Rollup on Ethereum, like Starknet and zkSync. 2/9 Scroll has already reached around $80,000,000 in funding. Funded by several investors - Qiming Venture Partners and Polychain being the most recent. 🔗 crunchbase (dot) com/funding_round/scroll-tech-series-a--6cdb41f2 1.8 billion valuation 3/9 Will there be a token? An airdrop? No airdrop was confirmed so far. However, we can test the chain, following this strategy. • Vitalik, Barry Whitehat, Chih-Cheng Liang and Konstantopoulos made reviews of Scroll • The team consists of 20 people (they are hiring) 4/9 How to interact with Scroll? We will be engaging with Scroll Alpha Testnet, and also trying AAVE Scroll Testnet, which deployed recently 👇 5/9 STEP 1: Go to 🔗 scroll.io/alpha STEP 2: Add Ethereum Goerli Testnet & Scroll Alpha Testnet to your MetaMask STEP 3: Get Test Goerli ETH on faucetlink.to/goerli or faucet.paradigm.xyz 6/9 STEP 4: Bridge from Ethereum Goerli Tesnet to Scroll Testnet using their Hop fork scroll.io/alpha/bridge STEP 5: Check your bridge transaction on their explorer: blockscout.scroll.io 7/9 STEP 6: Let's try Aave's new Scroll Testnet. Go to app.aave.com and enable "Testnet mode" STEP 7: Switch to Scroll Alpha STEP 8: Go to Aave's Faucet to claim test tokens: app.aave.com/faucet STEP 9: Deposit tokens to Aave ⚡️ 8/9 STEP 10: Make swaps in Scroll's Uniswap v3: uniswap-v3.scroll.io/#/swap STEP 11: Join the Scroll Guild and claim some roles: guild.xyz/scrollzkp STEP 12: Visit their applications page for additional Dapps to use: scroll.io/alpha/ecosystem 9/9 With Optimism and Arbitrum, it was a good idea to be an early user and use the chains organically. This testnet is not incentivized at all, and transaction history could potentially be wiped $SCROLL, though, will eventually come in my opinion. It's best to try all chains!
MUSIC IS SOCIAL 🎉🎧 We're SUPER thrilled to announce that we've integrated Music NFTs across (apps here); all built on @lensprotocol . This super-combo quickens Music Discovery within the Lens Ecosystem; collectors, we want YOU to know about this, so let's dive in 🏊‍♂️ Riff(@beatsapp.lens) is a Music Social dApp that connects you with your favorite artists on Web3. Built for discovery, Riff makes sharing and exploring songs with your Lens frens easy! You can also check out "Featured Drops" & "Community Panel" on Riff. @buttrfly.lens is a Web3 social explorer built on @lensprotocol . From the Audio tab on the Explore page, you can listen to Music NFTs from Lens Protocol & mint your Music or video collection with “collect settings”. Additionally, you can explore "Curated Profiles” on Buttrfly🦋 @lenster.lens is a composable, decentralized, and permissionless social media dApp. Artists can upload tracks directly on Lenster and modulate their Music NFT catalog easy-peasy with the ‘Collect settings’. Artists like @rac.lens have gathered 2k collects on their Music NFT via Lenster @lenstubelogs.lens is a decentralized, open-source, video-sharing social media platform built on @lensprotocol. You can upload your Music, live shows, or acoustic sessions to Lenstube, as well as video podcasts to reach a wider audience in Web3. @amnisiac.lens is a decentralized Music Streaming app built on the Lens protocol. With amnisiac, you can smoothly view a list of all Music NFTs from the Lens ecosystem and also 'Like, Mirror, Collect' Music NFTs. Music is social! 🌿 @LensProtocol is super-powering the Music NFT ecosystem with their emphasis on social. We suggest getting a Lens profile ASAP! Connect with artists on Lens Protocol, and start collecting their music NFTs on Oohlala! #mixtape #lensfrens https://www.oohlala.xyz/discover/tracks?tags=PLATFORM%3ALENS&sortField=firstMintedAt&sortDirection=desc
其实我以前挺好看的，从小学到初中追我的女孩没1000也有800了，还不谈暗恋我的，可能你们不知道当时夸张到什么程度，就是我每天翻开课桌板里面塞满了情书，但是我通常都不会看。经常会有外班女生在窗外看我，有的时候学校保安还得维护秩序，女生送的零食够开一个小卖部了。但是好景不长，上高中的时候出现了一些意外，动了一个大手术，医生把我脑袋给治好了
Whats the best categorization for Momoka? 👀 Propose also something else below in the comments 👇🏼 https://snapshot.org/#/polls.lenster.xyz/proposal/0x103d7bdc9ac970611636ab1be7e15c53fd26ea8193fdd78fd5c0ce57a73cfde1
还记得小时候，妈妈给我冲了一杯咖啡，她说 : 孩子，尝尝吧，外国人都喝这个。幼小的我总害怕咖啡，酸甜苦涩交织的味道让我难受。长大后，我跑遍米萝，上岛，星巴克，但是永远找不到童年的味道，直到有一天我喝了一包板蓝根冲剂……
多少女生怕打雷闪电，可是一到了迪厅听着看着劲爆的曲和灯光，摇的连她妈都不认识
▓▓▓▓▓░ 91% $ARB is coming TOMORROW 🔵 🦅 A quick guide on how to be prepared: • how to claim faster • how to LP • how to buy/sell/snipe faster Don't get front-run 🐵 👇 1/12 🐵 CUSTOM RPC $ARB is launching in Arbitrum One chain. With the Optimism #1 Airdrop, the network saw a lot of stress and their RPC went down. This could also happen tomorrow. Solution: create your own RPC endpoint. 2/12 🐵 CUSTOM RPC In this example, we will be using AlchemyPlatform: 1. Create an Account 🔗 auth.alchemy.com/signup (free plan, skip when asked for credit card details) 2. Go to your Dashboard: dashboard.alchemy.com 3. Click on the "Create app" button at the top right 3/18 🐵 CUSTOM RPC 4. Create an App for Arbitrum 5. Get your RPC https URL from Alchemy 4/18 🐵 CUSTOM RPC 6. Go to MetaMask and add a Custom RPC 7. For the Custom RPC, enter → your Alchemy URL, Chain ID 42161, ETH as currency, and https://arbiscan.io as the block explorer 8. Done ✅ 5/18 🐵 ARB PRE-APPROVAL • How to front-run the opportunity even more? Pre-approve the contract to take advantage faster and allow @ARB to be traded in exchanges. This can be done with the most popular protocols (@1inch, @Uniswap) 6/18 🐵 ARB PRE-APPROVAL • This is $ARB contract: 0x912ce59144191c1204e64559fe8253a0e49e6548 (compare it to 🔗 docs.arbitrum.foundation/deployment-addresses) • Uniswap V2 & V3 Router: 0x4c60051384bd2d3c01bfc845cf5f4b44bcbe9de5 • 1inch smart contract: 0x1111111254EEB25477B68fb85Ed929f73A960582 7/18 🐵 ARB PRE-APPROVAL 1. Go to ARB smart contract > Write as Proxy: 🔗 https://arbiscan.io/token/0x912ce59144191c1204e64559fe8253a0e49e6548#writeProxyContract 2. Connect your wallet 3. Spender: Uniswap or 1inch 4. Amount: in the example, with 20000000000000000000000 you are approving 20,000 ARB to be traded by that smart contract 8/18 🐵 PREPARE ETH FOR GAS Don't forget to send some ETH in advance to Arbitrum to cover gas fees when claiming. Use: • jumper.exchange • bungee.exchange (either bridge has a token yet 👀 🪂 ) 💡 Gas tracker: pro.nansen.ai/multichain/arbitrum/gas-tracker 9/18 🐵 WHERE TO TRADE - DEX I get asked a lot about where to trade certain tokens. This will be useful for any token, not just $ARB. There are two great tools that let users monitor every blockchain for pools: GeckoTerminal and DexScreener. 10/18 All you need to do is paste ARB's contract in their search bar: • @GeckoTerminal: geckoterminal.com • @dexscreener: dexscreener.com And the websites will display all pools in DeFi that are trading that specific token, with liquidity and price info. 💥 11/18 🐵 WHERE TO TRADE - CEX This also applies for general tokens. @Coingecko has a great section dedicated to the token's markets. Go to CoinGecko's $ARB token page 🔗 coingecko.com/en/coins/arbitrum Scroll down to the bottom, and check “markets”. 12/18 🐵 WHERE TO TRADE - CEX Confirmed centralized exchanges that will be listing ARB ✅ Binance ✅ Bitfinex ✅ Kucoin ✅ ByBit ✅ OKX ✅ Gate (don't use this one, it's a piece of sh**) ✅ Bitmart ✅ Huobi ✅ Bitget ✅ Bitrue ✅ MEXC (don't use this one, it's a piece of sh**) 13/18 🐵 LIQUIDITY PROVISION • Uniswap v3 allows single-sided LP. You could potentially just LP your $ABR airdrop and not risk your "main funds", but your "airdrop" funds. Why would you do this? To get interest. Transaction fees and APR in the initial launch hours are huge 14/18 🐵 LIQUIDITY PROVISION • How does single-side liquidity work in Uniswap v3? LPs can set the liquidity allocation price higher than the current market price if they provide the more valuable token, or lower than the market price if they provide the less valuable token. 15/18 🐵 LIQUIDITY PROVISION This allows LPs to sell their position if the asset they provided increases in value, or buy more of the other asset if it continues to fall in price. LP tokens are being replaced with an NFT (ERC-721). 16/18 🐵 LIQUIDITY PROVISION There is already almost 4M USD in TVL in Uniswap for the ARB pools. How do they do it? Users are LPing just USDC or just ETH (single-sided). v3 is more complex than v2, watch this video from @finematics to learn more: 🔗 https://www.youtube.com/watch?v=Ehm-OYBmlPM 17/18 🐵 CLAIMING TIME • People can claim the airdrop until Sep 23 2023. • Claiming on the Arbitrum One chain will start when the Ethereum chain reaches block 16890400. That is on Thursday, in around 13 hours: 🔗 https://etherscan.io/block/countdown/16890400 Monitor the link to be ready 18/18 I hope this helps you learn a thing or to, and have an edge against the general market when deciding what to do with your airdrop. ⚡️
ARBITRUM AIRDROP IS LIVE 🔵 🪂 Finally, ARB claim site started to work a few minutes ago. Thread: how to claim and delegate right now! 🧙‍♂️ 🏛️ ▓▓▓▓▓▓ 100% To claim: 1. Go to Arbitrum's website: 🔗 http://arbitrum.foundation 2. Click on "Claim" and follow the steps 3. Delegate to olimpio.eth 🏛️ 4. ✅ If you believe I am the right fit. My principles are decentralization, self-custody, privacy For months, I recommended everyone to delegate their $OP tokens. Then, Optimism did their Airdrop #2, and one eligibility criteria was to be active in governance (a.k.a. delegating) Do with this as you may 👀 💡 ICYMI: delegating is enabling your voting power to a delegate Here is my delegate application and some thoughts of DeFi, blockchain, and governance: 🏛️ https://forum.arbitrum.foundation/t/delegate-application-template/31/230?u=olimpio Where to trade ARB? • Use DexScreener/GeckoTerminal to monitor blockchains for pools. 1. Take $ARB's token contract: 0x912ce59144191c1204e64559fe8253a0e49e6548 2. Paste in on http://dexscreener.com / http://geckoterminal.com 3. You will see a pool list where ARB is trading! Also, centralized exchanges CEXs are listing $ARB. Almost all of them confirmed listing. • Binance: today 17:00 (UTC) • OKX: today (UTC) - 20 mins after claim opens • Kucoin: today (UTC) - immediately on claim open • Coinbase: "if and when liquidity conditions are met" 🤡 Transactions not going through? • If you are having problems with your transactions going through, Arbitrum RPC nodes could be having server load issues. Here is a thread I made to create your custom RPC endpoint for free and in 5 minutes: https://twitter.com/OlimpioCrypto/status/1638665520940560384 ARB had a rocky launch, with their main website failing for more than 1 hour, and Arbiscan also going down. The team denies it's from a DDoS or similar attack, they say it's just server load. If you are still experiencing issues, retry, it works intermittently. ⚡️
arbitrum≅0.5U-2.5U
This is Lenny
$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
$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
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