suggest (@suggest) • Hey
suggest.lens
Publications
- 虽然现在crypto 主流资产已经涨了一些了，但是整体还处在熊市的阶段，还没有形成真正意义上的回暖。
真正意义上的回暖需要外部环境的改善，也需要内部催化剂的发生。外部主要是降息预期的进一步明确，监管模式和预期的确定。内部催化剂就是BTC减半周期的到来，以太坊扩容的真正推进。
- The reason why many people make money by luck is that they lose money by strength. The situation here is often caused by the lack of virtue. The so-called virtue here also includes the meaning of cognition. If the cognition is not in place, we will not be able to keep this wealth in the end.
- 很多人之所以会凭运气赚来的钱，最后凭实力亏掉。这里的情形经常是因为德不配位所导致的，这里所谓的德还包括了认知的意思，如果认知没有到位，我们最终将保不住这笔财富。
- 我想AI迟早有一天会和web3现结合，这也许是web3真正mass adoption的机会。利用一个具有价值捕获机制的代币，把AI LLM模型、GUP供应方、投资者和使用者串联起来，成为一个链上的AI平台。AI和区块链的最强结合。
https://twitter.com/web3caff_zh/status/1643140001541259265
- chatGPT的使用量越多，则会变得越强大，因为信息的输入更多。直到有一天，它就是神。因为人们持续不断给它信息输入，是全世界的人给它养料，共同培育出一个人类的神。
https://twitter.com/OuYangZhuaiBai/status/1643070383619452928?s=20
- What scenarios in the blockchain field will always exist? Transactions will definitely exist forever. This is the native application of the blockchain, and everything in the blockchain is a transaction. Staking must exist forever, because now it is the pos era, as long as the pos era continues to exist, staking will continue to exist. The requirements for staking are LSD, DVT and other protocols that serve staking.
- 区块链领域有什么场景是永远存在的？交易肯定是会永远存在的，这是区块链的原生应用，在区块链一切都是交易。staking肯定是永远存在的，因为现在已经是pos时代了，只要pos时代继续存在，staking就会持续存在。staking对应的需求是LSD，DVT等为staking服务的协议。
- @lensprotocol: Creating a Web3 Social Ecosystem with @stani We all know that the current social media landscape isn't ideal. Lens is a new attempt at creating decentralized social media using blockchain as a social graph.
During the interview we discussed the issues with social media today, the implications of creating a social graph on a blockchain that anyone can build on top of, and platform risk.
You can find me on Lens as well and collect this interview as an NFT (very cheap and only 10) on Lenstube.
https://lenstube.xyz/watch/0x01b70a-0x0d
- rn I think the collect/NFT metadata should be compatible with the major market places. The title of on lens collected NFTs is a great example mentioned by @carstenpoetter.lens regularly.
eg #Lenstopia citizen collected on #lens vs #CosmoPolly by @erikamoji.lens minted „not on lens“.
Imo NFTs (especially music NFTs) could benefit a ton from great metadata. Just think about data supported curation and recommendation.
bring your smart contract sounds interesting, the important part imo is that discovery and minting will take place in the same „app“ / UI (from a user perspective).
- Adobe 也加入了 AIGC AI 绘图战场
Adobe 今天发布了 Firefly，考虑到 Adobe 本身就是做设计、图像处理业务，Firefly 怎么和现有产品结合就变成了极富想象空间的新空间
- Epic podcast to follow @theblockchainsocialist.lens
- AI的进化速度是加速的，而人类的进化速度毫无疑问赶不上AI。
- Soon (tm) Built on @memester-xyz.lens
- Built on @memester-xyz.lens
- $GHO
- gm 🌿☀️
- 这是第一个真正意义上的DAO，没有自执行模块的DAO都是虚假的。
- Arbitrum 章程规定了治理流程以及提案的提出和投票方式。Arbitrum 的 DAO 治理是自我执行的，这意味着 DAO 对链上行为的投票将直接有权影响和执行其链上决策，而无需依赖中介来执行这些决策。自执行治理是去中心化的一个重要里程碑，而 Arbitrum 作为第一个推出自执行治理的 L2 处于领先地位。为确保提案经过仔细审议和投票，并确保用户有时间对任何即将发生的变化做出反应，投票过程需要至少 21-37 天（取决于提案的性质）才能通过，然后提案才能生效被执行。
- 1️⃣ after each drop, we ask our holders to complete a survey
2️⃣ the team takes the feedback very seriously in terms of the direction we're building in
⬛️ 95%+ of the participants expressed positivity towards holders only drop, ask and you shall receive
⬛️ only way to mint = HOLD NFT
- Cool audio features from @buttrfly.lens nice work @0xmoe.lens 🦋🎧
- To all my Persian homies and girlies
- Built on @memester-xyz.lens
- 即便RPL也做不到这一点，但是RPL的逻辑有点不一样，它的机制设计使得它大概率会跑赢ETH，而且费用捕获机制不错，未来将会获取大量的协议收入，该等收入全部给到节点运营商。所以投资RPL是正确的选择。
- 现阶段的thegraph，仍然处于通过大幅补贴GRT来维系网络运行的阶段，GRT的价值还没有形成明显支撑。GRT的支撑来自于质押率的提升，而质押率的提升来自于查询费用的规模化增长。查询费用增长将会使得GRT的质押收益率在即便没有补贴的情况下保持较高的收益率，类似于ETH的质押收益率那样。
- 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。
- 之前计划在2023年Q1就停止托管服务的运行，开发者可以继续访问，但是主要是用于测试，如果测试完成就可以部署在去中心化网络上。
- 从2018年到现在，thegraph的托管网络一直在运行中，现在每天仍然有数十亿的查询量发生在托管网络中，但是现在已经开始逐渐往去中心化网络迁移了。
- 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。
- 评分应该是有权重的，尤其是和别人的交互数据。最好是持续使用，并且是平衡的。
- 真实的用户价值将会被奖励，这是显而易见的。
- would you buy a lenshead?
- Lens mobile apps could support Paid Collects by adding the fee that Apple wants to charge. Lot of folks would love to collect on mobile as well (including me) and really don't mind to pay slightly higher collect fee. Its difficult to fight Apple now, and better to deal with it later (need decentralized app store and hardware down the line).
- ownership和monetizetion是web3 social能够解决的两大问题，也是web3 social必将赢得属于自己的市场的底层逻辑。
- web3 social的mass adoption将会是继defi summer之后最大的新用户增长浪潮。
- 以太坊社区对jack推出的社交产品并不感冒，我看大多数都是中文推特圈在转发。这基本上就限定了它的社区和未来发展前景。
- web3 social真正的native的应用场景一定是和交易挂钩的，如果没有好好发挥这个crypto native的特性，web3 social在UI上和web2去拼那肯定是没戏的。而交易的最佳载体就是token和NFT，本质上NFT也是token，目前看只有lens是按照这个思路架构的，所以我最看好lens。
- 可以预见，stakewise v3上线以后，也将会有机会和EigenLayer达成合作，目前看，只有真正去中心化的LSD才具备和EigenLayer合作的价值。
- stakewise v3将会有一个公共测试网，到时会在推特和discord上面公告，可以尝试运行一下。stakewise的知名度还相当低，v3就更不用说了，在中文推特上还没有看到过有谁讨论它。
- **Lens API & Profile Update**
***Free Lens Events API:***
https://app.swaggerhub.com/apis-docs/lenscan/api.lenscan.io/10.1.2… offers a 1:1 mapping to the Lens event definition, enabling you to query any real-time and historical events with ease!
***Lens Profile Update :* **
https://profile.lenskit.xyz
* no more long polling
* unlimited daily requests
* add bio links
* custom backgrounds
* fix missing profiles
- In Q4 of 2022, the subsidy/fee ratios of thegraph and livepeer are: 86:1 and 33:1 respectively. Obviously, the subsidy of the livepeer network is weaker than that of thegraph. It can also be said that the livepeer network is far from the breakeven distance Get closer. But it depends on the growth of the two networks in the future. If thepgraph grows faster, it may reach the break-even point sooner.
- 2022年Q4，thegraph和livepeer的补贴/费用这个比率分别是：86:1和33:1，很明显，livepeer网络的补贴力度是要弱于thegraph的，也可以说是livepeer网络距离盈亏平衡的距离更加近一点。但这取决于两个网络在未来的增长情况，如果thepgraph增长更快，有可能更快达到盈亏平衡点。
- The basic models of thegraph and livepeer are very similar. They both solve a specific problem by building a decentralized network. Both belong to middleware. They cannot generate a large amount of income in the early stage to attract enough network participants. Launch and maintain the network through subsidies. So, let's take a look at their subsidy/fee ratios at what level.
- thegraph和livepeer的基本模式非常类似，都是通过构建去中心化网络的方式去解决一个特定的问题，都属于中间件，在前期都无法形成大量的收入以吸引足够多的网络参与者，必须要通过补贴的方式启动和维持网络。那么，我们来看看他们的补贴/费用这个比率分别是处在什么水平。
- 如果从收税和商业模式的角度思考以太坊的商业模式，以太坊的商业模式类似于苹果 app store的模式，收取苹果税赚得盆满钵满，区别在于以太坊不断致力于降低手续费，而苹果则致力于维持30%的苹果税率。
- The curator can obtain 10% of the fee of the corresponding subgraph, but it is calculated according to the share of the pledged GRT on the specific subgraph. The curator needs to judge the expected query fee that a subgraph can generate, because it is related to the expected rate of return of the signal. Because the query fee is relatively small now, and the curator has no token reward, the expected rate of return is relatively low now.
- 策展人可以获取相应子图的10%费用，不过是按照所质押的GRT在特定子图上面所占的份额来计算的。策展人需要判断一个子图所能够产生的预期查询费用，因为这关系到进行signal的预期收益率。因为现在查询费还比较少，而且策展人没有代币奖励，所以预期收益率现在是比较低的。
- The feeling of today's research is: the information is there, it depends on whether you search for it with your heart.
- Assuming that Hunan University of Foreign Economics and Zhengzhou Business School need to pay the full amount of land transfer fees, the area to be paid is 1600+1000=2600 mu.
Based on the calculation of the maximum 500,000 yuan/mu (Shandong Yingcai’s 460,000/mu), it is necessary to pay 1.3 billion yuan, and after deducting the book value of the transferred land of Hunan University of Foreign Economics, which is 450 million yuan, the maximum amount that needs to be paid will not be More than 850 million yuan. Assuming that the calculation is based on 300,000 yuan/mu, the amount that needs to be paid is 330 million yuan.
Therefore, my conclusion is that the range of land transfer fees that Yuhua Education's three schools need to pay when they switch to for-profit schools is between 330 million and 850 million yuan.
If Jiangxi's supplementary calculation method is adopted, the supplementary payment amount will be much less.
- On December 29, 2017, it acquired 70% of the shares of Hunan University of Foreign Economics. In July 2019, Yuhua Education acquired 90% of the shares of Shandong Yingcai. Therefore, the book value of Yuhua Education's prepaid land lease payments increased by 583 million yuan and 875 million yuan in 2018 and 2019, respectively. \n\nThe subsequent increase is relatively small. From 2017 to 2019, the net book value of the transferred land increased by 1.2 billion yuan. Excluding Shandong Yingcai’s 750 million yuan, the book value of foreign-related land transfer in Hunan is about 450 million yuan.
- The book value of land transferred by Yuhua Education: February 28, 2022: 1.41 billion yuan; August 31, 2021: 1.29 billion yuan; August 31, 2020: 1.33 billion yuan; August 31, 2019: 12.2 100 million yuan; August 31, 2018: 330 million yuan. August 31, 2017: 40 million yuan.