Sunglasses (@sunglasses) β’ Hey
We love the sun
Publications
- WEN SUMMER?!
- cu @ permissionless, y0
- Starting 2024 in style π
- π
- I wear my _____ at night
- **Winter**: Jimin unnie and I were quite excited because we would look like Squirtle bcs everyone was wearing **sunglasses**
This is literally them
- The summer is here π What are you rocking right now?
- Has anyone seen the summer?!
Just remembering this photoshoot - it was a blisteringly hot day!!
#actor #model #photoshoot #malemodel #whitevest #sunglasses #883policejeans
- Live β€οΈβπ₯
- Live π₯ποΈ
https://buttrfly.app/post/0x05-0x1e83-DA-03c4575a
- Do you know the brand? π
- NY vibes with tha illest OG Boys Club merch β¨
- How are you going to rock the summer? π What is your favorite brand?
- Once there is a scalable way to donate to politicians in crypto, it will get serious support from politicians
- I voted "For " on "PGM-32 Treasury Management #6" on @paladin.lens DAO π‘οΈ
Vote here πβ‘οΈ
https://signal.paladin.vote/#/palvote.eth/proposal/0x7112bbce739a6332038337ad5214eb40b81c3361a857d6c94f1e65e6651ee02c #snapshotlabs
- βββ α΅’ dβ α΅’β wβββ α΅€ (ββΏβ)β‘
- 1-10 - what do you think? ...about the sunglasses π
- Question of the day ποΈ
**Should I wear sunglasses only in the summer, or all year long?**
*...do you know the answers?* π
- Rate 1-10 π―ββοΈ
- $ARB PRICE SCENARIOS π¦
π΅
Investor price* β Market Cap 85M - ARB $0.07
Pessimistic β Market Cap 360M - ARB $0.30
Moderate β Market Cap 780M - ARB $0.65
Optimistic β Market Cap 1.4B - ARB null.20
Ecstatic π β Market Cap 3.0B - ARB $2.50
@Arbitrum Thread 𧡠- Let's estimate π§
$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
β’ Market share: 55%
β’ 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:
β’ Total & initial circulating supply
β’ Market Benchmarks
β’ Percentage airdropped
3/18
TOKENOMICS
β’ Team & Advisors: 26.94%
β’ Investors: 17.53%
β’ Treasury: 42.78%
β’ Airdrop to users: 11.62%
β’ Airdrop to Arbitrum DAOs: 1.13%
4/18
TOKEN SUPPLY
β’ Total supply: 10B tokens (10,000,000,000)
β’ 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
β’ Conducting transactions during 2-9 distinct months
β’ Transaction frequency & interactionΒ (4-100)
β’ Arbitrum Nova activity: 3-10 transactions
β’ Bridging to Arbitrum & Arbitrum Nova
β’ Transaction value: $10k-$250k
β’ Providing liquidity: $10k-$250k
6/18
π Check your eligibility here: arbitrum.foundation
π¨ Careful with scam links, always get your link from @Arbitrum twitter
Now, let's try to make scenarios for $ARB's price π
7/18
FDV AND MARKET CAP MEANING
β’ Fully Diluted Valuation (FDV) = total supply * token price
β’ Market cap = circulating supply * token price
With $ARB numbers:
FDV = 10B * token price
Market cap = 1.2B * token price
Token price = β
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 π
9/18
The best benchmarks for $ARB are Optimism and Polygon, but we can also work with other chains. Let's compare:
β’ Polygon $MATIC
β’ Optimism $OP
β’ Fantom $FTM
β’ Solana $SOL
10/18
Optimism $OP - the 2nd biggest Ethereum L2
β’ TVL: $950 million (DefiLlama)
β’ FDV: $10.8 billion
β’ Market cap: $800 million
If $ARB had this FDV, its price would be ~null.08
11/18
Polygon $MATIC
β’ TVL: null.05 billion
β’ FDV: $11.8 billion
β’ Market cap: $10.7 billion
If $ARB had this FDV, its price would be ~null.18
12/18
Fantom $FTM
β’ TVL: $445 million
β’ FDV: null.4 billion
β’ Market cap: null.2 billion
If $ARB had this FDV, its price would be ~$0.14
13/18
Solana $SOL
β’ TVL: $245 million
β’ Market cap: $7.7 billion
β’ FDV: $10.9 billion
If $ARB had this FDV, its price would be ~null.09
14/18
Summarizing:
β’ $ARB with the FDV of $OP: null.08
β’ $ARB with the FDV of $MATIC: null.18
β’ $ARB with the FDV of $FTM: $0.14
β’ $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 β Market Cap 360M - ARB $0.30
Moderate β Market Cap 780M - ARB $0.65
Optimistic β Market Cap 1.4B - ARB null.20
Ecstatic π β 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?
β‘οΈ Join me on Telegram for lightning-fast alpha notifications: https://t.me/OlimpioAlpha
π₯ Also, lots of DeFi and Airdrop talk is going on inside Earndrop's server, join here: https://earndrop.io/discord
- Huge dashboard haha π
- Behind every pair of sunglasses lies a world of possibilities - a shield from the sun, a fashion statement, or a tool for hiding one's true emotions. What story do your shades tell?" #Sunglasses #Fashion #Emotions πππ
- In a few months on Lens I have a larger and more engaged community than 14+ years on Twitter π€―
- What's your go-to sunglass brand for blocking out the haters? π #Sunglasses #Fashion