palathon (@rikio) • Hey
Hello Block World
Publications
- 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.
- Game 01...Coming Soon! 🎮
- bunny
- 🌊🌊🌊 Lens Updates 🌊🌊🌊
Finally, the mirrors are back! In case you didn't understand what happened, let me explain a bit. Apparently, there were many bots using the mirror 👀 and two weeks ago, it reached a point where it congested the network, and we couldn't publish, make collect, or mirrors. Now it seems to have been fixed, and applications that have the dispatcher activated (which basically means that Lens pays the gas for the transactions) are finally back.
Since we're talking about the dispatcher, Lens released an update with this functionality. Now only high-value accounts will have free transactions, and low-value accounts will have to pay for the gas of all their transactions, such as posts, comments, mirrors, etc. Try making a mirror of this post and see if it charges you or not 👀.
And the last Lens news is that they implemented a filter for notifications. Now, only the most important ones should reach you. I really want to see which notifications you guys get. How has it worked for you? Remember that in some apps like Lenster, you can disable it if you want.
Now let's move on to Wav3s news. In case you didn't notice, the mobile version is now 100% functional, along with Wallet Connect. We also took advantage of the time when the mirror wasn't available to keep improving the application. Now it works pretty well, and we fixed all the bugs we had. So go ahead and make a Wav3 🌊.
A couple of weeks ago, Messari published an article analyzing the Lens protocol. It revealed some interesting facts, such as Wav3s being the fourth most popular application of the Lens protocol in February and March, with a staggering 450% growth, making it the fastest growing app during that period. The article also showed that interactions on the platform increased significantly. Between January and February, the number of posts doubled, comments increased 5x, and mirrors increased 10x! Is it just a coincidence? I don't think so.
And since we're talking about ourselves, we're still raising investment, and we're allocating a percentage so that our beautiful community can invest from 200 Matic. We're doing this on a platform called Syndicate, so if you're looking to invest in the fastest-growing app, now is your chance. In a little while, we'll be doing a Twitter Space to explain a bit better.
And to stay informed and be part of this great community that is growing day by day, join our Discord! 💬👨💻🚀
https://discord.gg/3hJYPaSc3g
- Join the LensGarden community
my fan art for @lensgardennft (pixel art and animate)
hope you like it @aliii @hascoin
#LensGardenNFT #Fanart #lens
- Doi luang Chiang Dao #01
- My first seed.
- 🎉🌿Just minted my Lens Garden NFT! Proud to be part of this innovative project. Join our Discord community: discord.gg/lensgardennft 🎉🌿 #lensgarden #lens #web3 #nft #lensgardennft
via @lensgardennft built by: @aliii @hascoin.lens
- Only two days left until Mainnet! 🥳🎉
We're excited to finally reveal all the mint details
MINT PRICE: 20 MATIC
SUPPLY: 1:1 Lens Handles (supply will increase each time a new handle is issued and is equal to the number of Lens Protocol profiles that have been minted to date).
Whitelist/Allowlist: None! All Lens users will have access to the MAINNET.
Please note that these NFTs are not tradeable in the open market.
After you mint your NFT, you may notice that it starts on a higher level than level 1. This is because of your Lens stats (Followers, Follows, Mirrors, Likes, and Comments)
After the mainnet launch, we'll be hosting many XP events, so stay tuned! 🫡
OGs! , we're rewarding you with XP points after the mainnet launch. But that's not the only reward we have in store 🤝
- $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
- B+
- Let's build the future of web3 social at Eth Denver, with $25K in prizes up for grabs!
Register here https://app.buidlbox.io/guidl/lens-protocol
**Our bounties:**
***Best Lens Apps***
🥇 1st Prize - $7,000
🥈 2nd Prize - $5,000
🥉 3rd Prize - $3,000
***Integrations***
🏆 10 best Lens integrations - null,000 each
🤿 Dive into the Lens Social Graph with the new BigQuery public dataset, and think about creating a machine learning or data analytics tool for devs and creators to better understand their audience https://docs.lens.xyz/docs/public-big-query
🤍 Build new social experiences with mental health in mind, increase self-awareness of social media consumption, or improve the experience of collecting content.
🎶 Think how Token-gated drops on social media could help to empower both fans and artists, you could create a music experience helping collectors find new music.
🌆 Think about events and how people could network at conferences through Lens, consider the value of a person's attendance history, and imagine a world where tickets can be collected posts.
🎨 Explore ways to make content creation seamless for the Lens community. Build tools that empower content creators, and offer them unique features to take their content to the next level
🤝 Noodle on the idea of more brands entering web3, and think about ways to create a loyalty program for them on Lens and enable purchasing with a crypto wallet.
🫡 With more and more DAOs being created, explore how they could integrate token-gated voting or delegate profile actions to other wallets
Explore our new Lens Widgets, and integrate follow, share, and sign-in with Lens into your project or existing web3 front-end. https://github.com/lens-protocol/lens-widgets
Dev Docs https://docs.lens.xyz/docs
Hackathon Guide https://lens.xyz/hackathons
Keep this Lens integrations doc handy as it has some useful tutorials featured to help https://docs.lens.xyz/docs/integrating-lens
👩💻 Lens SDK details here 👉 https://github.com/lens-protocol/lens-sdk
📱 React Native Lens UI Kit (for mobile devs) https://github.com/lens-protocol/react-native-lens-ui-kit
🤝 Join our Lens Discord community to meet others building on Lens https://discord.gg/lensprotocol
Good luck, the team will be at our booth in MetaLand. Come show us what you are building to get some rare swag!
- 👋 Lens Frens!
Turn your Lens profile into an Apple or Google Wallet pass by using lens.ethpass.xyz.
Share your Lens profile by having others scan your QR code.
- Lens BigQuery Public Dataset is Live 🔍
Read more about unlocking new possibilities in our blog
https://mirror.xyz/lensprotocol.eth/L-VyE549sOOdi4nBgos6XNAUgf3H1oErfkAtndU6RHY
Learn how it works in our developer docs
https://docs.lens.xyz/docs/public-big-query
- รองรับภาษาไทยมั้ย
- รองรับภาษาไทยมั้ย
- Let's GHOOOOOOO! We are live on Testnet! 👻 gho.xyz
Stay up to date on all things GHO here (and grab the genesis edition collect!)
- gm! We have updated our Discord server roles and permissions 🔒
**Bloomer** - Own a lens handle 🌿
**Early bloomer** - Signed the Lenster early user form before June 18, 2022 📝
**Builder** - Contributed to Lenster codebase and hold a GitPOAP 👨💻
and more. Check out https://guild.xyz/lenster to pick your roles and access all the server channels.
**PS: Check your wallet 😉 and make sure to claim all your roles for some alfa 🤫**
Thanks 💜
- I'm a MAZK GANG.
- For Thai people create new communities.