seminar.lens (@seminar) • Hey
seminar.lens
Publications
- 通货膨胀是未来很长一段时间的常态，在正常的经济体中，通货膨胀是不可避免的。这不是一个选项，是必须要面对的现实。所以相对于法币的通货膨胀，btc的四年减半和硬顶的叙事就赢得了很多拥趸。
而eth在未来很长一段时间内将会走向通缩，虽然没有硬顶的限制，但是因其机制的设计，eth的流通量将会持续下降。如果未来进一步部署mev-burn的机制，其流动量下降的速度会更快。
相较于btc的叙事，我认为eth的叙事将会更有吸引力，并且更加符合传统投资者关于自由现金流的底层逻辑。有真正价值支撑的通缩资产，将会变得越来越稀缺，而稀缺将会通过价格的上涨来调整供求关系。
在一个不可避免长期通胀的世界中，拥有通缩资产是一种对冲通胀风险非常好的方式。虽然我们并不知道eth的短期价格涨跌的，但是其实这并不重要，重要的是在相对较长的时间周期内，eth能否实现价值的增长。
- lsd will inevitably occupy a more important market share, why? Because LSD releases the liquidity of staked eth, this liquidity is very important for people who pursue capital efficiency. Especially when lsd is highly integrated with various defi protocols, don't forget eigenlayer, pledge eth through lsd protocol, and re-pledge to further increase the rate of return.
- 在 2021 年年中，流动性抵押协议约占抵押 ETH 的 20%。这个数字现在约为 40%。
这种趋势会在 Shapella 之后继续吗？
我想这是非常确定的，lsd必然会占据更加主要的市场份额，为什么？因为lsd释放了staked eth的流动性，这个流动性对于追求资本效率的人们来说是非常重要的。尤其是当lsd和各种defi协议集成度很高的时候，还有就是不要忘了eigenlayer，通过lsd协议质押eth，还可以进行再质押，进一步提高收益率。
- euler项目所有被盗金额都被返还了，这在defi项目被盗历史里面还是头一遭。euler的经验值得未来的所有项目方学习。
- 我们选择钱包的时候必须要注意选择开源的钱包，如果不开源，那就是黑箱，这比放在中心化交易所还要糟糕。记住这一点。
- Rout from the competition with double dynamics
- HOW WEB3 SOCIAL WILL THRIVE, AI AND MORE WITH YUP FOUNDER NIR
HOW WEB3 SOCIAL WILL THRIVE, AI AND MORE WITH @yup_io.lens founder @nirnir.lens
0:22 A quick prediction
2:09 How did you get involved and interested in (Web3) social? How did that turn in (Yup)?
3:37 How would you describe the differences in social networks?
6:30 Why did you decide to aggregate ideas behind the app?
11:04 What are your plans about making money as an app?
13:03 How do you think that model differs from (Web2) to (Web3)?
16:59 What are your thoughts about (Chat GPT)? What perspective does it have?
22:11 Can you explain (LMM)?
24:21 How to use and take advantage of AI?
28:08 How do you think NFT‘s, Brands of Blockchain will evolve?
34:39 How can (Web2) companies enter (Web3)?
38:41 Do you think that Web 2 social media companies can pivot into a web 3 social media company?
41:54 Nir’s “hot-take” on Elon as Twitter CEO
45:18 What if anything is the solution to bots?
54:21 Final thoughts
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ULTIMATE BEGINNERS GUIDE LENS PROTOCOL https://lenstube.xyz/watch/0x011f55-0x05d7
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MUSEUM OF LENS🌿 - MOLENS- EXPLAINED https://lenstube.xyz/watch/0x011f55-0x04f5
- 🚜🚜🚜 PIXELS 🚜🚜🚜 - CHAPITRE 1 - VIP PROGRAM, PET POTION ET L'ELECTION DU MAIRE
Liens utiles:
🚜🚜🚜 PIXELS 🚜🚜🚜
🚜 Site officiel 🚜: https://www.pixels.xyz/
💬 Discord officiel 💬: https://discord.gg/YFXbtsVBtr
🌾 LAND CRYPTOMASKS 🌾: #1972
📰Blog sur la RELEASE📰: https://intercom.help/pixelsxyz/en/articles/6763579-release-notes
🧰 OUTIL PIXEL CODEX 🧰 : https://pixelscodex.xyz/
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🎭🎭🎭 THE CRYPTOMASKS 🎭🎭🎭
🎭 Site officiel 🎭: https://www.thecryptomasks.xyz/
💬 Discord officiel 💬: https://discord.com/invite/EVCkNzAns2
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🎁🎁🎁 Les NFTs UTILITAIRES de MOULA CRYPTO GAMING 🎁🎁🎁https://opensea.io/collection/moulacryptogaming71407668917829657
🐤 Mon TWITTER 🐤: https://twitter.com/blackyugin
🕹️ Ma CHAINE TWITCH 🕹️ : https://www.twitch.tv/moulacryptogaming
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00:00 - Intro
00:25 - ANALYSE de la RELEASE NOTE
02:20 - VIP PROGRAM
03:15 - ON VOTE pour le MAIRE de PIXELs
06:35 - VIP PROGRAM AVANTAGE INGAME
08:10 - VIP LOUNGE
08:25 - POTION du PET STORE
10:00 - VIN QUÊTE du VIN des CITROUILLE + ASTUCE
10:35 - DASHBOARD UPDATE
11:35 - Outro
- zkSync Era Mainnet | Do Kwon Preso | Arbitrum $ARB
Esse é um podcast com fins educacionais, queremos apresentar o mundo cripto/web3 a você. Nada do que produzimos deve ser considerado como dica de investimento, sinais para comprar ou vender quaisquer ativos e nem mesmo direcionamento para decisões financeiras.
Todas as informações ou estratégias são pensamentos e opiniões relevantes para os produtores de conteúdo aqui envolvidos e não devem necessariamente ser seguidas.
Se você está planejando realizar fazer investimentos, fale com profissionais de sua confiança e mais importante: faça sua própria pesquisa.
#banklessbr
- Ethereal
This song was composed with some samples from splice and cymatics. Composition and production was done by Tadziu. This composition was inspired by some of the songs from the Ori soundtrack composed by Gareth Coker. Enjoy!
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- The first thunderstorm of the year
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- Layer1 has a very high threshold, and as time goes by, the threshold will become higher and higher, because the consensus of Ethereum will become stronger and stronger, and it will become more and more difficult to attract users and developers.
- If it is a new chain, you can only subsidize node fees by maintaining a high percentage of inflation, and at the same time attract more users and developers to enrich transactions in the ecosystem and increase fee income.
- If it is a new chain, you can only subsidize node fees by maintaining a high percentage of inflation, and at the same time attract more users and developers to enrich transactions in the ecosystem and increase fee income.
- To motivate capital to join as a validator node, you need the support of network fees, or the support of inflation release. Now Ethereum has been able to maintain a large number of verifier nodes without any additional issuance or even deflation.
- layer1是门槛非常高的，而且随着时间推移这么门槛会越来越高，因为以太坊的共识将会越来越强，吸引用户和开发者变得越来越困难。
- 如果一条新的链，你只能保持高比例的通胀才能够补贴节点的费用，同时还要吸引更多用户和开发者丰富生态里面的交易，提高手续费收入。
- 要激励资本加入成为验证者节点，你要不需要网络手续费的支持，要不需要通胀释放的支持。现在以太坊已经可以做到在基本不增发甚至通缩的情况下，仍然保持庞大的验证者节点数量。
- From the perspective of security network effects, the deployment of Ethereum withdrawal is actually very significant, which means that future capital can participate in the pledge of ETH without worry, and the security of Ethereum has been greatly improved. The stronger the security, the more capital will be siphoned in, and the degree of decentralization will become more decentralized with the increase of various projects providing staking services.
- 信任是区块链解决的最大问题，无需许可和无需信任是最重要的属性。在POS时代，Alt-L1没有机会了，为什么？因为资本越集中在一条链上，该链的安全性就越强，越多资本加入该链，则进一步加强原有用户的资产安全性。这是典型的网络效应的特征。
- 从安全网络效应这个角度出发，以太坊withdraw的部署其实意义非常重大，这意味着未来资本可以免除顾虑参与到ETH的质押当中，以太坊的安全性由此得到飞速提升。而越强大的安全性则将会虹吸更多资本进入，去中心化程度也会随着各种提供staking服务的项目增加而更趋去中心化。
- Trust is the biggest problem blockchain solves, permissionless and trustless are the most important attributes. In the POS era, Alt-L1 has no chance, why? Because the more capital is concentrated on a chain, the security of the chain is stronger, and the more capital is added to the chain, the asset security of the original users will be further strengthened. This is typical of network effects.
- The value of ethereum under the POW mechanism is mainly transferred to miners outside the system, because the existence of miners protects the security of the chain. For ethereum under the POS mechanism, its value is retained in the staker and node operator in the system, which is similar to stock repurchase, and this repurchase is permanent, making ETH enter the deflation stage from inflation.
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- ✨ A New Skill is Live! ✨
Get your L2 Explorer Creds and mint a free NFT on Quix!
We launched this Intro to L2 Credential to guide you through some of Optimism’s core platforms. By earning this Credential, you’ll learn how to bridge funds to Optimism, swap tokens on Uniswap, and mint a free NFT on Quix!
https://app.rabbithole.gg/skills/intro-to-l2
There are no requirements to complete this Skill, so jump in to get started!
The tasks:
• Bridge ETH to Optimism on Hop
• Swap ETH to OP on Uniswap
• Mint a “RabbitHole L2 Explorer” NFT on Quix
We hope you have fun trying out the L2 ecosystem and experimenting with this promising approach to ETH scaling! Solutions like these are what will eventually allow web3 to scale worldwide, so better get acquainted early!
Happy minting!