The Donald (@the-donald) • Hey
The Donald
Publications
- Donald wants to know his score
- Who is $WIF me?! 🐶🎩
- 2024 will be our year, frens!
- Trump may be sued over Jan. 6 incitement claims, appeals court panel rules
- Clean hydrogen is the Swiss Army Knife of decarbonization. @electric_H2 is doing incredible work to make it affordable and more widely available.
https://www.wsj.com/business/energy-oil/the-secret-behind-the-first-1-billion-green-hydrogen-startup-994fee28
- You know...
- Who is with me in 2024?! 🇺🇸
- 🐎🐎🐎🐎🐎 wrrmmmmm 🐣 let me back in! pls
- Public databases don’t put limits.
- gm - Donald is exploring new hobbies 🐣
- 7/1/2023 | Pickens, South Carolina…
- If you could have any superpower, what would it be and why? 💪
Obv. excluding being me 🐣
- Who are the top 10 earning profiles for collect revenue of the last 30 days?
We got you covered. Besides the usual suspects we have:
@sasicodes @stani.lens @shl0ms.lens @juancito @internetfase.lens and @spoon.lens special mention for @grams.lens because we want to promote Lens creators.
Complete list here https://collectz.xyz/profiles/stats?days=30
Also check our other stats for top collected publication revenue, top spenders on Lens and a lot more. Give us a follow and collect this if you like it.
- #handsome 👨
- LensPort.io designs looks so pleasent, also noticed that Shl0ms is true creator and true collectooor
- Content Worth Collecting Will be Token-Gated
- Calling me crazy is crazy
https://www.youtube.com/watch?v=e7UcQcD9INI
- $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
- #Sorry 🔥
- You know what you need to do 🗳️
- Size of bank failures since 2000 (stole this from Twitter). Pretty crazy seeing it in a single picture.
- This guy lost $400k on $LUNA
Can't make this stuff up...
DYOR ppl.
#bytes
- Healthy young child goes to doctor, gets pumped with massive shot of many vaccines, doesn’t feel good and changes – AUTISM. Many such cases!
- Aave 🤝 Ledger
You can now access the Aave Protocol natively in the Ledger Enterprise platform.
Learn more here 👉 https://help.vault.ledger.com/Content/smart_contract/aave.html
- Lens devs keep shipping 🛳️ 💨. A lot of cool things have been added with 1.26.0.
**Features**
·Ability to create Nft galleries
·Added support for data availability for mirror with signed typed data (staging only)
·Add support for data availability for comment with signed typed data (staging only)
·Added support for 'ar://' protocol in metadata
·Added support for 'ar://' protocol in metadata
·Added support authentication with EIP1271-compatible smart wallets
·Added indexes to the database
·Added support for MultirecipientFeeCollectModule
·Added support for AaveFeeCollectModule
·Added support for ERC4626FeeCollectModule
·Added more relays to load balance to spread out traffic
·Enabled **hasTxHashBeenIndexed** to be accessible without auth token
·Moved the Follow Proxy action to RabbitMQ.
·Moved the Collect Proxy action to RabbitMQ.
·Removed Internal endpoints
·Rewrote the notification service to improve performance
·Removed wallets from showing in the **of** follower list
·Handle validation internal extensions
·Lensqueue granular error handling
·Rabbitmq metrics and alerts
·Improved speed latency on redis
·Improved Estimate of gas
·Improved Contain memory spikes
·Whitelisted new apps for gasless transactions
**Bug fixes**
·Added optional pretty name to whitelisted currencies
·Added block timestamp to indexer
·Added optional pretty name to whitelisted currencies
·Fixed typo in GraphQL schema doc
·Fixed collect records mismatch on the backend
·Fixed typo in GraphQL schema doc
·Fixed nft population in nft gallery
·Fixed Internal error counts
·Fixed typo in GraphQL schema doc
·Gated working on the dispatcher
·Resolved issue on collect modules circular references
·Resolved issue: When using the **whoMirroredPublicationId** field in the request and querying a publication with multiple mirrors by the same profile profiles repeated in the response
·Resolved issue on collect modules circular references
·Resolved uncaught exceptions for graphql validation errors
·Redis expiry times made dynamic
·Resolved deadlocks on db
·Stopped supporting kovan, rinkeby and ropsten testnets
·Validation metadata fixes
**Breaking changes**
·**Feed** and **feedHighlights** now require auth to call them
**Breaking changes actioned**
·ACTIONED: breaking change: **timeline has been removed**
- being a movie star-and that was season 1 compared to searson 14. Now compare him to my season 1. But who cares, he supported Kasich & Hillary
- ***Happy New Year to all, including to my many enemies and those who have fought me and lost so badly they just don’t know what to do. Love!***
- Corporations trying Web3 can be cringe af
But 'wagmi' tho
#bytes
- This is a typical Sunday in Argentina 🇦🇷
Summer☀️, Asado🥩and Wine 🍷
When Lens meetup here?
- The first thing the secretary types is the boss.
- Partnership announcement: we will be soon launching with our community on @metaworklabs.lens
@metaworklabs.lens main product is a web3 native, @lensprotocol based Discord alternative 👀
Probably nothing...
btw, you can see this post because you're following @wagame.lens Also experimenting with limited paid collect to keep the bots away. You might want to collect this post 🤷♂️
- Lunch smells fishy :p
- Gm☕️ to all the fry-loving, dirty sock-fearing, 32 year olds out there today!
- "I will build a great, great wall on our southern border, and I will have Mexico pay for that wall. Mark my words."
- Sorry losers and haters, but my I.Q. is one of the highest -and you all know it! Please don’t feel so stupid or insecure,it’s not your fault
- What is happening with the Argentina - Saudi Arabia game ? : o
- I love my fans.
- gm lens frens 👋
Today I have made an important decision in my life 📢
I quit my job today and going to focus full-time on maintaining the first-ever open-source frontend @lenster.lens 🌸 powered by @lensprotocol 🌿.
Building social media was my dream since 10th grade, I built more than 4 social media in public but all failed, Lenster is my 5th one and it’s going crazy ⚡️.
I believe building in public is key 🔑 to the success of a product.
We have a lot of items queued up in the roadmap, be excited about it 🕺
**Collect this post for 2 WMATIC and support Lenster’s development 🙏**
- We're stealing from future generations
For the first time in 40 years...
Money is being dramatically re-priced ⚠️
Full episode 👇👇
https://youtu.be/D-ekNCWZ3Lw
#bytes
- wtf
- Apparently CZ wired $500M to back Musk’s Twitter takeover.
Crypto-Twitter is the public square of Crypto
I think it's time Elon got properly introduced to the crypto community
Elon + CZ on Bankless?
Could it happen?
- Ryan + BitBoy Beef
Ryan responds to beef w/ BitBoy
Full episode 👇👇
https://youtu.be/RCIWwLD7NT8
#bytes
- What’s a crypto influencer who can be identified by one quote?
- 🚨 Alpha Insiders is an #Alpha and #Airdrop strategist in the crypto space and shares top-notch alpha news and high-potential airdrops, NFTs, testnets, and campaigns.
Follow AlphaInsiders to stay in the loop.
⭕️ Surprises and giveaways you don't wanna miss
#AlphaInsiders🕵️♂️⚡️🪂
🚨 10 BEBOP WL Spot Giveaway
To enter the giveaway Like and RT the video. You don't need to follow me if you don't like 😀 Winner in 48H 🚀
https://twitter.com/AlphaInsiders/status/1579811764535169024
If you don't know what #Bebop is read my thread 🧵
- 🚨 Link3, A Web3 Linkedin / Potential Airdrop and Invite Codes Giveaway
Everything you need to know about CyberConnect Token & Link3 / Web3 Status Token (WΞST) / Link3 Mystery Box / and 10 Invite Codes Giveaway🎁🤯
⭕️ Don't forget to Mirror/ Like and Collect
#AlphaInsiders 🧵🕵️♂️⚡️🪂
⭕️Whats CC?
CyberConnect is a decentralized social graph protocol that helps dApps bootstrap network effects and builds personalized social experiences. It allows users to own & control their social connection data while providing a composable social data layer for developers.
⭕️What is Social Graph?
A social graph is a diagram that illustrates interconnections among people, groups and organizations in a social network. When portrayed as a map, a social graph appears as a set of network nodes that are connected by lines.
⭕️ Whats Link3?
A web3 social network of verifiable identities, currently in its Alpha stage & only whitelisted addresses or those with invitation codes can start building their verified profiles. A Web3 Version of Linkedin where you get to show your POAPs, NFTs or Credentials
Today I'm happy to announce we are Verified on Link3 and to celebrate this we're giving away 10 invite codes. 🪂🚀
🔸 https://link3.to/AlphaInsiders
Details at the end of the thread 🧵
⭕️ Speculation / Potential Airdrop
Both CyberConnect and Link3 are called decentralized Social Graph and decentralized Social Network. This is the path the team is going, The Link3 is built on and managed by CC yet it's an independent product so it could have its own Token.
⭕️ $CYBER Token
$CYBER is the native token of CyberConnectDAO. The DAO is the owner of CyberConnect Protocol.
$CYBER token will only be used for governance purposes in the early stage.
Token utilities, such as staking rewards, will be introduced later along with the increasing adoption of the protocol.
The total token supply of $CYBER is 100,000,000. More tokenomics information TBA.
Bening an early user of link3 could be one of the criteria IMO.
Both of these projects have the potential to launch a token in the future and airdrop some % to the community. I strongly recommend starting to integrate with them
ETH Profile
🔸https://app.cyberconnect.me/plaza
Solana Profile
🔸https://sol.cyberconnect.me/plaza
Discord
🔸https://discord.gg/JwuE4xuk
⭕️ How About Link3?
1⃣ Look around for invite codes
2⃣ Build your profile and mint your handles
3⃣ Join the events and mint WΞST tokens
4⃣ Join the campaigns and do the task and claim as many Mystery Box as you can.
5⃣ Be active in their discord
⭕️ Whats Mystery Box?
Mystery Box is a secret benefit designed to reward early Link3 adopters who’re actively helping us build the layer of trust🤯
⭕️ Whats W3ST ?
WΞST is a ERC-721 token representing your Web3 on-chain status. You can claim a W3ST by joining a Link3 event.⚡️
You can also watch my friend UnboxBlock video to learn more about CyberConnects / Social Graphs / Link3 and why it's important.
https://www.youtube.com/watch?v=5xLVCsbV018&t=40s
⭕️ GIVEAWAY / 10 link3 Invite Codes
To enter the giveaway rules are simple you just need to LIKE and RT the first msg and leave a COMMENT on TWITTER. 🎁
https://twitter.com/AlphaInsiders/status/1580202215066587136
GO GO let the world know 🚀
---
🔸https://link3.to/alphainsiders
🔸https://lenster.xyz/u/AlphaInsiders.lens
🔸https://mirror.xyz/0xhossein.eth
#AlphaInsiders🕵️♂️⚡️🪂
- Learned about basic fundamentals of web3 on @orbapp.lens app, and got a dope NFT 😇
#orb #orbapp #orbsbt
- You got like 3 hrs to join the giveaway for a chance to win a link3 invite code.
Check my Twitter NOW 🔥🔥🔥
- 🚨 Window is closing Join the waitlist and refer your friends to earn up to $2,500 in NFT rewards and the chance to win 1 BTC!
🔸https://slingshot.finance/mobile/0ISSMMXZX0TR
#AlphaInsiders🕵️♂️⚡️🪂