timoye◱ ◱ (@timoye) • Hey
一个爱学习的年轻老头
Publications
- I just voted on "Election of Procurement Committee Members (ADPC)" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0xbc8a34dea05bdcc295b390228874d7ccd76c204d43dc745555cc84d7d5d06f8d #Snapshot
- ysFaORWOlxP5FZkKVvdTXeB_19z9ivDXYLQvLOAPYDiit_Lbe4jPU3X2zzJYZd-PL85xWeWscbce6Y7GfGyNTFs2JuPeQLX__-lwC4bSRYuGDBwz218CPK2QfpqW91Kbrua75dKZx09yhWfKAtfrG8II4O9y80Df6eKzGOcc11SyeFaLBaWynZ3qFr1dslo2ItAEbsPmDlDnhTb7DLxKEmDGxA6tMRfEM7UHyFsCv8umI4HdsCyTzXYEeJ0aGKxMbzayoLyHH_E2TDwucRaIqA==
- 一个人最好的状态是什么样子?微笑挂在嘴边,自信扬在脸上,梦想放在心里,行动落于脚下。既能感受日常的点滴幸福,也能迎战生活中的任何挑战。
- WJ4vOd5XuX_YUlg-vQqLyKDaVvCB0G1hCAk8_uHI0TXBUuMcdKfEU0sk0XUtNr-gvnt2hc6JfruBgMO5MIKyIP0MOXpYWlRo3lQeN3LdSXRHBtVRepyu7hpBpy8PboXAtzTYNW-J5ovi-CQd91Ajy-5pJ36OQSqBt7i_DRwzeDvi0lQ0XOjUG1ZKoMDPquLwzO_A0GLG_Jh1kt64WCa91CHdCLZoP7_J45ff2ZG6E3G_Xdf9U0h5Ju7L-_0ZRtqZ
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- sei的五个小任务完成
- gmgmgm
- I just voted "For" on "AIP-1.1 - Lockup, Budget, Transparency" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x7203289844e807781e8d2ec110d4b97a79a29944cae06a52dbe315a16381a2ae #snapshotlabs
- Dear Lens fam, what is the Future of Social for you?
At t2, we believe the future social networks should revolve around our values, not just what grabs our attention. We want to foster meaningful connections with others, share what helps us achieve our goals, and enjoy articles that empower us.
We have witnessed how the Lens community celebrates genuine creativity and friendship. We believe our values and mission align closely with those of the Lens community. So, we are excited to bring a new type of writing and reading platform to @lensprotocol, starting with our manifesto. manifesto.t2.world
⏳ If you are on board with this vision, **sign the Manifesto** with your value propositions and complete all steps. You will receive a personalised card to showcase your values and **early access to the t2 alpha product**.
**If you are a writer, follow us and comment below with your favourite piece of writing by you. We will follow back!**
- I'm saying my piece in the #futureofsocial by signing the @t2world.lens manifesto. Which values do you support?
https://manifesto-app.t2.world/share/clfzbm74a6947251fmcdx6f4am7
- https://www.mygateway.xyz/credential/b76d6fe3-8531-4961-9b41-d2dda55476b1
答案First Comer
- 铸造了https://www.mygateway.xyz/credential/e163dc08-95b7-4761-84d8-3541578eab1d答案:Piggylet Testnet is coming soon!
- Experience the captivating tales of the Lost Lens!
Uncover the secret treasure?
Complete the quest at the end of the comic and get a chance to win something exciting!
- Met the gigabrain from @uniswap.lens 🦄epic team and nice brainstorming session on future of france 👻
- This number came early in the morning, which is quite good.
- Have you eaten all the little meat?
- ✨ **Introducing Glass Protocol ✨**
gm lens fam ☀️ For those of you that don’t know us, we’re building a protocol for decentralized video on Ethereum.
We’re passionate about video. We believe in having true ownership over the videos you make, how they’re seen, and how they’re monetized. That’s why we’re building an open, permissionless protocol for owning, distributing, and building communities around video.
And that’s why we’re constantly experimenting and building with new Web3 communities to help us further our mission… which brings us to Lens. We’re excited to build more ways for the video creators in the Lens community to create amazing videos with Glass.
Oh—and one more thing. We just announced The Glass Pass, an NFT that represents your creator identity, and your key to owning and creating videos on Glass. You can read more about it here: https://blog.glass.xyz
And to show our love to the Lens community...
🏆 **Anyone who collects this post will be recorded on The Glass Pass claim allowlist** 🏆
And if you vibe with our mission, check out our Manifesto: https://glass.xyz/manifesto
People who **sign it and** **share it to Lens** will also get early access to claim The Glass Pass.
We’re excited to be here and can’t wait to share what we have in store! We're just getting started✌️
#genesispost
- Cool audio features from @buttrfly.lens nice work @0xmoe.lens 🦋🎧
- To all my Persian homies and girlies
- Internet is so young
- Need some help with baby names, share below your most favourite (boy n girl) 👇🏼
- 🚨 ELLIGIBLE CRITERIA FOR NEXT CAMPAIGN - YOU NOW ONLY NEED 🚨
✅ Follow KoruDAO on Lens > @nanalee and @korudao
✔ 50 Lens followers.
✔ Min 5 Lens posts.
✔ Collect this post.
#korudao
- Proof of Argentinian 🇦🇷
- Keep learning in order not to regress!
- Ice and snow melt! It's time to run!
- Take the lead in art
- One for the @dumpling.lens
- Yo! #Lens Gamers
Looking to win a premium vineyard from Hash Valley Winery? Time is running out to enter! Simply like, comment, collect, or mirror any of our sponsored posts to be entered for a chance to win.
Hash Valley is the ultimate farming game where players can grow rare vintages and compete or cooperate with other vintners. Claim your free vineyard now at https://www.hashvalley.xyz before supplies run out! Don't miss out on this amazing opportunity to own a piece of wine country. Enter now and cheers to your future success in Hash Valley!
#Lens #gamefi #creatorcontent #LMCC
- $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
- Bank of mom and dad always works
- 3
- Riding cattle up the mountain for 200 days
- Making web3 social user-friendly #EthDenver @stani.lens
- Bank of mom and dad always works
- 弹弓的第一个OAT
https://galxe.com/slingshot/campaign/GC5V8UdeXp
- Running for these pictures every day.
- You have to get tickets for everything.
- We are excited to announce that the Mainnet launch of our @lensgardennft.lens collection will take place on Thursday 23-03-2023 on Polygon. Join us for a unique and immersive NFT experience that connects your activity on the Lens Protocol ecosystem to your NFT, enhancing its value.
Our bots have meticulously created and curated the Lens Garden collection to ensure that each plant is uniquely fashioned for every community member. Lens Garden is the first dynamic NFT collection within the entire ecosystem, and we can't wait for you to explore it.
Lens Garden is a significant milestone in the Lens ecosystem, and we're excited to invite you to participate in this new NFT experience. The collection is a digital asset that evolves and grows with your activity on the Lens Protocol.
Thank you for your continued support of Lens Garden NFT collection. We can't wait to see you at the launch and for you to level up your NFT with Lens Protocol. Stay tuned for more updates and information on this exciting new addition to the NFT space.
- Phaver will be presenting on Shard Dubai demo day! 🦄
- Friday, 17th March
- DIFC Innovation Hub, Dubai
- Online livestream available
[Phaver (🦄,🌿) Twitter'da](https://twitter.com/phaverapp/status/1636453348416135169)
“Phaver will be presenting on Shard Dubai demo day! 🦄
- Friday, 17th March
- DIFC Innovation Hub, Dubai
- Online livestream available
Come find us at the event tomorrow
👉 https://t.co/xCpaS34BMh”
- Imagine if you could store your gho balance on this card
- Recently I have been unfollowing vs following mainly to improve my feed. I really want to ensure I have content I care about on my feed. For new accounts if its content that I appreciate and seen it three times, I usually follow.
- Who was walking yesterday with Lens cap in LA?
- How would you explain Lens to someone who is not in web3?
- Nobody asked, but here’s my 2 MATIC on Instagram’s recent announcement concerning the shutdown of their short lived NFT pilot:
If you’re in web3 and you’re surprised or disappointed about Instagram sunsetting their digital collectibles initiative, that therein lies the issue.
You cannot say that you are working towards mass adoption without considering the wants and needs of traditional consumers.
Ask 10 people that you know outside of the web3 space how they felt about Instagram removing NFTs and you’re likely to receive one of three responses:
1) I didn’t know that they had them
2) I didn’t care that they had them
3) I didn’t like that they had them
Digital collectibles on Instagram predominantly appealed to folks who were already leveraging blockchain, but they didn’t really move the needle for their web2 consumer base, aka 99.9% of their users.
I personally found it exciting that Instagram decided to dabble with NFTs, similarly to how Reddit, Inc. and Spotify are doing so. Nonetheless, their decision to reevaluate shouldn’t be condemned.
It’s still early. The way NFTs have been introduced to the general public has been less than ideal. And it certainly doesn’t help that seemingly every week, there is a new crisis in crypto.
We have a very long way to go before mass adoption becomes a feasibility.
Instead of being upset by setbacks, let’s shift our focus to how we approach creating opportunities for web2 natives to participate in the web3 landscape by meeting them where they are.
More importantly, this is obviously a great opportunity for @lensprotocol.lens to further solidify itself as the leader in digital collectibles on social.
I had the privilege of being a member of the latest Lens @creators.lens accelerator cohort and I’m confident that despite market conditions, Lens will continue to facilitate innovative ways for creators of all kinds to thrive in the world of web3 social.
I’m looking forward to witnessing how the landscape will continue to evolve over the course of the next few quarters. And I’m even more excited about being an early adopter during this time.
Here’s to the future of the intersection of digital collectibles and social media 🥂
#web3 #instagram #blockchain #svb #marketing #uiux #polygon #creatoreconomy #socialmedia
- We are excited to announce the Ethereum Denver Hackathon Winners.
🥇 **1st prize** - Hooks: an interactive mobile app for mixing and sharing video and audio on Lens https://www.youtube.com/watch?v=g5UFriFzySg
🥈 **2nd prize** - Palm: An open & composable mobile messenger & social protocol for web3 social communities https://www.youtube.com/watch?v=iLeQywZt2Ho
🥉 **3rd prize** - Dragverse: A decentralized social media dApp for Drag performers and fans to build their communities https://dragverse.app/
🛠️ **Best Lens Integration winners**👇
- LensScholar: https://ethdenver-9efl6w0q7-ataxia123.vercel.app/
- OpenAsk: https://openask.me/
- Know Your Developer: https://d-app-inky.vercel.app/
- RoyaltyLoyalty: https://royaltyloyalty.vercel.app/nft/0xd9dae8c7b6b1938404d76403684fd7c7612218de
- Liberate: https://www.loom.com/share/b1eada1faa7b49b98dcf5297350769a9
- Denoted: https://denoted.xyz/
- L's with Frens: https://www.youtube.com/watch?v=NSEjhqyLSQg
- Swosh.cash: https://swosh.cash/
- Splash: https://www.loom.com/share/49a96e17d5214778a180ed9f099ce71b
- LensGOAL: https://lens-goal-1js2rwuul-lens-goal.vercel.app/
Thanks to all of those who participated in the Hackathon. We're excited to onboard more devs into the Lensverse, and looking forward to seeing you all at more events this year.
If you would like to learn more about building on Lens our Dev rel team @nader.lens and @fabri.lens are here to help 🤝
Dev Docs https://docs.lens.xyz/docs
- What an experience to meet all the builders at Stanford and San Francisco last week!
- SF Lens Frens!
Register for our San Francisco meet-up at The House of Web3.
Wednesday, March 8th:
🎟️ lu.ma/r3d7a2hp
-
This week on Lens!
We released Splits for Collects. This feature can be used by creators on @buttrfly , @lenster & @lenstube https://lenster.xyz/posts/0x01-0x0188
🎶 @oohlala adds a Direct Mint feature for Lens Music.
https://lenster.xyz/posts/0x0102fa-0x9f
🥟 You can now use keyboard shortcuts to navigate @dumpling
https://lenster.xyz/posts/0x018d04-0x30
📬 @mailchain enables the use of your .lens domain to send web3 native comms.
https://twitter.com/Mailchain_xyz/status/1631051734713004032?s=20
We loved meeting all the builders at Eth Denver
https://twitter.com/LensProtocol/status/1631739294036660225?s=20
Apoorv Lathey launched an extension to help move your Tweets to Lens https://twitter.com/apoorvlathey/status/1623782881154985984?s=20
Talent Layer is allowing Lens users to go claim a handle on their protocol https://twitter.com/kirstenrpomales/status/1631058530831572993?s=20
@orbapp created an ETH Denver community area in Orb, which now boasts a whopping 15k members! https://lenster.xyz/posts/0xbbb9-0x01e9. If you are building on Lens to help communities at future events we would love to see your work!
The Eth Denver Hackathon Winners were announced, watch this space for these innovative projects built on Lens https://lenster.xyz/posts/0x01-0x0186
@defidad got the scoop on scaling with ZK rollups from @Stani.lens https://lenster.xyz/posts/0x2e09-0xc2
@nader shared the origins and the ecosystem of Lens at Eth Denver and gave a live demo of a Lens app built in five mins https://youtu.be/GkogXPCIn5E?t=58
telliesite created some cool tutorials on how to integrate Lens Share and Follow buttons. https://tell.ie/learn/lens
Ready to build your own video app? Check out Suhail Kakar's tutorial on building with Lens!
https://twitter.com/SuhailKakar/status/1630956913096572930?s=20
Lens & Frens SF meetup https://twitter.com/Thehouseofweb3/status/1633666296851369990?s=20
If you attended Eth Denver and hold the general access pass #1,854, you are now eligible to claim a Lens profile https://lenster.xyz/posts/0x01-0x018b
For all our NFT Paris frens that scanned the Lens POAP at our gallery, you can now claim your Lens profile. https://twitter.com/LensProtocol/status/1630573876165083136?s=20
Discover more of what's being built in the Lensverse https://lens.xyz/apps @nader and @fabri are here to help!
- gm! is this thing on? 🎙️