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$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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zkEVM Testnet Guide 🦊 ConsenSys has been whitelisting more users to its testnet. Here's a step-by-step thread on how to bridge from Goerli to zkEVM, using Hop. Will zkEVM have a token? 🧵👇 1/10 ✅ About zkEVM • ConsenSys is a private blockchain software technology company, which owns MetaMask, Infura, zkEVM, and several other products • One of the things they are working on: their own zkEVM rollup, Ethereum scalability using ZK Proofs. 2/10 Recently, Infura endpoints to access ConsenSys zkEVM became available to a closed group of early registrants To become one of the testers, you should sign up for the waitlist. (If you signed & didn't get an email, don't forget they are sending beta invitations in batches) 3/10 For those who are whitelisted: how to test the product? STEP 1: Go to faucetlink.to/goerli & request Goerli ETH STEP 2: Login into your Infura account app.infura.io/login STEP 3: Create a new key and select network Web3 API. 4/10 STEP 4: Select the ConsenSys zkEVM Testnet endpoint (screenshot below) 5/10 STEP 5: Go to goerli.zkevm.consensys.net STEP 6: Add zkEVM Testnet RPC to your MetaMask STEP 7: Bridge from Goerli to zkEVM using Hop Protocol: goerli.hop.exchange STEP 8: Test the zkEVM - play around app.dexchange.live (bridge, swap, provide LP) 6/10 Is there any $INFURA information? • On the 1st screenshot, the Team said they are "discussing ways to reward those who help test". This does not necessarily means $INFURA, but it means rewards • On the 2nd screenshot, the Team said that no token will be launched 7/10 Why should we care? • ConsenSys is a company that owns MetaMask • Joseph Lubin already confirmed that MetaMask will have a token (check the thread below) • Infura is actively thinking about rewarding its token holders for the contribution https://twitter.com/OlimpioCrypto/status/1590425920506318849 8/10 💡 Note: Getting involved with the community is always a good way to get to know the team and what they are building. 9/10 💡 Activities that you can engage with: 1. Taking an Infura survey that will give you an NFT: https://research.rallyuxr.com/consensys/lp/cle4f709z00vz2zby305x37b2?studyId=cle4f709x00vx2zbyfqpmc7ga 2. Monitor ConsenSys Events. There was a community call 8 days ago: https://www.crowdcast.io/consensys 10/10 💡 Didn't receive their email yet? The registration for zkEVM private testnet is closed at the moment. If you missed the registration period, don't worry! The next phase will be a permissionless testnet. We will have more communications on this to come, stay tuned. ⚡️
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Finally have my Lens profile on my Apple Wallet 👌
$ZZ airdrop data 🪂 Today ZigZag released their airdrop information. Over 110,000 addresses qualify to claim $ZZ Airdrop date: on or before Feb 28, that's 4 days from now. Airdrop breakdown how to check if you can claim 🧵👇 1/10 Airdrop information • Total addresses airdropped: after all airdrops around 110,000 addresses • Total ZZ airdropped: after all airdrops around 35,000,000 ZZ (35% of supply) 2/10 Airdrop information There are 7 possible ways to be eligible to this airdrop. 1. Trader airdrop 2. Gitcoin donor 3. Atlendis LP 4. MM bot airdrop 5. Discord Member 6. POAP holder 7. IDO participant Let's break this down: TRADER AIRDROP (1/7) Criteria: • 300 ZZ/address • 1-month activity (1st & last swap 30 days apart) • 4 unique days with swaps Early adopter bonus: • 300+ ZZ if 1st swap before 1 Dec 21 • 100+ ZZ if 1st swap before 1 Jan 22 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/trader_eligible_addresses.csv GITCOIN DONOR (2/7) Criteria: 2 ZZ for every USD donated (3 USD minimum) 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/gitcoin_eligible.csv ATLENDIS LP (3/7) Criteria: 500 ZZ per depositor (5 USD minimum) 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/atlendis_eligible_addresses.csv MM BOT AIRDROP (4/7) * This airdrop was already distributed. It was the first one. Criteria: ZZ based on amount of trades 🔗 search your wallet: https://docs.zigzag.exchange/zigzag-exchange/airdrops/mm-bot-airdrop Check your wallet in https://zkscan.io/, airdrop already distributed. DISCORD MEMBER AIRDROP (5/7) Criteria: ZZ based on Member role (1000 ZZ to Og, 750 ZZ to Senior, 500 ZZ to Member) 🔗 search your wallet: coming soon POAP HOLDERS (6/7) Criteria: 300 ZZ per POAP holder (https://poap.gallery/event/27697) 🔗 search your wallet: https://3059672253-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvfgwOIiMma9VlJTwj0yt%2Fuploads%2FC7n2Ct9GFsxFaT4e8yXB%2FZigZag%20Exchange%20Lantern%20Festival%20Trivia.csv?alt=media&token=de2f2e43-5131-4fae-b791-4288ac784e6c IDO PARTICIPANT (7/7) Criteria: 3 ZZ for every ZZ purchased (1 ZZ minimum) 🔗 search your wallet: https://zigzag-data-2.s3.amazonaws.com/ido_eligible.csv 10/10 Airdrop will be claimed on or before February 28th, according to messages in their discord. Full airdrop data: https://docs.zigzag.exchange/zigzag-exchange/airdrops ⚡️
A Day At The Observatory New 1x1 up for auction on my manifold deployed contract Animation created with Stable Diffusion -> After EFX Music composition by Weinbagz .19eth reserve 🚀SOUND ON🚀 https://gallery.manifold.xyz/observatory
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Tips of keeping your Lens feed clean 🧼 Hit that report button if the content feels violating Burn a follow NFT of a user that doesn’t reflect your taste or what you want to see frequently, there is no upside for following users whose content doesn’t bring you joy Spring cleaning makes a decentralized social graph thrive 🧹
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Did @lensprotocol just leak and delete their airdrop confirmation? 👀 OG Tweet 👇 🔗 https://twitter.com/LensProtocol/status/1625518907405500417
**$STRK from StarkWare was officially deployed in Ethereum on November 2022. 🐺** Since then, the team has been moving tokens around. Some expect an airdrop and token launch to happen later this year 🪂 A thread: how to potentially get and what we know about $STARK so far 🧵 1/7 Quick recap: • $STRK is the token of StarkWare: an $8B web3 company that invented the StarkNet tech stack (StarkEx, StarkGate, etc). • Everyone was speculating with a $STARK token/airdrop until scammer Zhu Su from 3AC leaked an email from StarkNet confirming the token 2/7 • StarkWare was then forced to confirm the token, so they released three blog posts: 1. StarkNet Sovereignty 🔗 https://medium.com/starkware/part-1-starknet-sovereignty-a-decentralization-proposal-bca3e98a01ef 2. Decentralization and Governance 🔗 https://medium.com/starkware/part-2-a-decentralization-and-governance-proposal-for-starknet-23e335645778 3. StarkNet Token Design 🔗 https://medium.com/starkware/part-3-starknet-token-design-5cc17af066c6 Tokenomics 👇 3/7 Token utility This token will be required for: (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism (staking) 4/7 Airdrop information 🪂 They allocated 9% for "Community provisions": • Being the StarkEx L2 user (dYdX, Immutable X, etc). • Snapshot: June 1, 2022 If you got the dYdX airdrop, you probably have $STARK too This is open to interpretation, the original text below 👇 5/7 There is also 8.1% that's "Unallocated", to be decided by the community. This can also mean an airdrop to past StarkNet users if the community decides it. This is why some still speculate that trying new StarkNet protocols (even now) might get them $STARK in the future 6/7 What else do we know? The official $STRK smart contract has already been deployed: 🔗 https://etherscan.io/token/0xca14007eff0db1f8135f4c25b34de49ab0d42766 • Total supply: 10B • Transactions: 404 • Holders: 226 Speculation: StarkWare is moving $STRK to investors so they get the token before TGE 7/7 Bottom Line • There has not been a $STRK airdrop confirmed for StarkNet Early Network participants, but there is around 8% of the supply that's "unallocated" • Here is an Airdrop Strategy to try a few protocols 👇 https://twitter.com/OlimpioCrypto/status/1576935798871851009 ⚡️