rudorph (@tinphm89101680) • Hey
all in web3
Publications
- gm
- GM
- SA风尘仆仆做完审计，骄傲的给出一份审计单，像孩子跟爸爸炫耀自己的期末考试成绩考了100一样，可惜的事情是，当这些用户爸爸们登陆上去后发现 error to load，failed to connect，failed to migrate，error loadingChart，价格显示错误后，用户爸爸们才发现这傻儿子为了哄他爹自己给10分的卷子加了个0
- Base的成功不仅仅是因为它背后有Coinbase这样的巨头支持，更重要的是它在短时间内展现出的强大活跃度和交易量。这种活跃度和交易量是真实的，是基于真正的用户和开发者的兴趣和信任。这使我对Base的未来持有非常乐观的态度。Sure
- I just voted "For" on "Proposal: Update Security Council Election Start Date to Ensure Time for Security Audit" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x5e43fdcaa085476a7be4fb638dd57f7b3f6b708fbbbe1380e54da126c7a095d2 #Snapshot
- 接下来，本着技术和商业逻辑视角，一起探讨下UniswapX
由于链上环境受公链性能拥堵（gas不稳定）、矿工打包顺序可操控（易MEV）、AMM价格机制容易受市场波动影响（滑点磨损大）等原生特性影响。
使得当下的DeFi繁荣盛景停滞不前了，在吸引入场资金、催生挖矿创新，做市商友好度等方面，很难媲美CEX的交易体验。
UniswapX的出现，正是要解决这些问题
如何解决呢？UniswapX引入了一套链下节点供应商体系（Relay Network），这些节点可收集用户订单建立本地订单薄，与其他节点共享，最终打包上链完成订单的状态转换。
UniswapX此役第一炮瞄准了矿工节点，倒逼矿工节点规则改革。因为至少60%链上TXS都是交易属性，矿工不想流动性流失，大概率会拥抱.
有了这套链下Order撮合服务商，用户发起交易后，先在链下环境过一道，用户的0 gas交易、分批次打包、按最优价格撮合、抗MEV等体验都得依赖此链下服务环节补充。
基于此背景，我把此次UniswapX的核心功能，提炼成三个Highlights：
1）用户0gas准入门槛，准确说UniswapX设计了一套用户gas费由Pool流动性提供商LP承担，最终靠UniswapX补贴以手续费让利补贴给LP的商业内循环。
此举为了降低用户入场成本，吸引更多用户来DEX交易，唯一的担忧是LP承担的gas成本能不能从平台补贴中抵扣。
如果算上批量打包的gas节省，应该可以cover。
2）抗MEV，UniswapX在链下订单匹配阶段引入了一些特性，包括不完全按价格顺序排序，执行限价订单，本地账本消化价格差等，最终使得呈现在Mempool中的交易变得很难预测，压榨掉MEV的Arbitrage空间。
MEV之所以存在就在于矿工按gas高低优先打包的机械机制，有了链下账本的调控，MEV确实会改善不少。
3）荷兰拍式Aggregator，UniswapX这次涉足了聚合器领域，通过荷兰拍式来选择第三方交易routing，这一举动很卷，会优化pool之间的价格交易Slippage，颇有带头大哥出面规范聚合器江湖的韵味。
Uniswap的虹吸效应会抢夺其他聚合器的蛋糕，但其规范聚合器市场，防止router作恶的机制长期看会做大蛋糕。
至于其他限价订单、止盈止损订单、引入权重费用、定制化滑点、算法优化以及监控工具等服务都可以归纳为以上三大核心功能的一部分。
总体看下来，你会发现UniswapX的体验越来越接近中心化交易所了。对，这正是UniswapX的最终战略意图，正面叫板CEX。
首当其中会抢夺CEX的用户群体，因为一旦用户0 gas的内循环机制被跑通，MEV的不公平、作恶Aggregator的危险等去中心化不可控风险被抹除后，用户使用DEX拥有了CEX一样的体验，自然会涌向DEX。
其次会催生一批链上做市商，新的链下账本机制可给足做市商空间，带动主流流动性涌进链上环境。
至于庞大用户群和流动性涌入，能不能催生下一波DeFi市场繁荣，我持观察态度。
因为治理代币挖矿掀起的DeFi Summer，多少带非理性因素，比如夸张的APY，层出的组合玩法等。
UniswapX大方向是规范市场资源，精细化存量市场流动性分配的初衷。链下节点提供商以及聚合器会不会滋生新玩法，有待观瞻。
整体来说，我认为UniswapX的推出称得上一次范式创新。有很多细节，比如链下节点服务商如何激励，Pool Oracle价格如何规范，荷兰拍aggregator机制如何，旧矿工节点和新链下节点如何博弈等等。
当DEX市场蛋糕整体被做大的话，这些未知变量，都得靠市场进一步描绘。
期待会，卷出新生机！
- 原本躺平做框架的 @Uniswap 终于要扛起卷旗掀起AMM革命了。
如果说V4的推出够不上范式创新的话，UniswapX开启的链下order撮合辅助链上的AMM风向，堪称一次新范式。
那么，UniswapX的核心功能有哪些？技术上How it works？能掀起新一轮链上繁荣吗？
- 酸了
在目前已领取 $ARKM 空投的地址中，最多的地址获得了 249,353 ARKM。按现在 $0.65 价格，价值 $16.2 万。
• 目前已有 14,041 地址领取了 $ARKM 空投，领取数量为 11,502,341，平均每个地址 819 枚。
• 目前 14,041 已领取 $ARKM 空投的地址中，空投数量超过 1 万枚的地址有 125 个。
- $link @chainlink 的CCIP来了，CCIP是跨链互操作协议，今天已经在ETH主网、Polygon、AVAX和OP正式上线了。
$UNI @Uniswap Uniswap昨日也发布了自家的流动性聚合协议UniswapX，集聚合器、跨链交易、无Gas交易、交易失败无需支付费用等功能于一体。
下面压力来到 @LayerZero_Labs 了，你真的不害怕吗？Welcome
- Say hello to Bear Atlas Kulechov, @bear.lens born July 4 2023 in London, 3.77 kg of pure magic 🧸✨♋️ Mom @paris.lens recovering well 🫶🏼
- I just voted "Yes" on "Deprecation of METIS Pool on BSC" https://snapshot.org/#/stgdao.eth/proposal/0x85c675f303a69df297e1fdcf6dc2845366a8672362e946150ba4a4d7928cc8ea #Snapshot
- I just voted "YAE" on "[TEMP CHECK] Safety Module Upgrade Part V - veToken Holding " https://snapshot.org/#/aave.eth/proposal/0xe77196bd23ce671930811755d59ae9a285c9e00909b8857181bc327640c049e3 #Snapshot
- 莱特币上方大的阻力位在120，bch短期330已经到位，比特币35000，以太坊2300，这是几个权重币我心里的预期位置，在这些币没到位前还可以继续看多，到位后继续恢复到之前的办退休状态，最近直播中讲过，今年整体行情还是在盘底，比特币围绕30000震荡明年来大牛市，太过于偏离三万位置则容易出现大调整，而其他权重币对应比特币位置则如上所说，目前市场仍然还有一定空间。
- Anyone needs some TEA to try out?
Do comment with your wallet address below.
#FreeTEA
- produced by thee davydmusic.eth
- 刚开了onekey的visa卡，非常实用
支付宝、微信、paypal、aws都可以用，还可以用来开ChatGPT、Twitter的会员
微信、京东、拼多多支付0手续费
平时消费买东西什么的都可以用
- 散户大量做多，但是主力做空资金更加集中，昨日山寨大幅下跌后抄底的人还挺多，如此，还得跌最起码也要振荡探底一下……
- Built on @memester-xyz.lens
- See through our Lens
- 海南封关是什么鬼，有懂的大佬解释一下吗
- DeFi community should celebrate exploits and bugs. Its not great when a protocol might get drained and affecting its users, but for the longer term attack vectors that are fixed in DeFi will create a more resilient financial system that we all can rely on in the future.
There are plenty of examples of celebrating failures. Supercell celebrates with funerals for games that don't succeed. SpaceX celebrates even rocket launches that don't reach the orbit. In both cases millions or tens of millions of losses are incurred if not more.
Building DeFi is hard enough especially for contributors that are building safely and for adoption. The space needs to appreciate failures as well and incentivise risk taking to achieve a better overal outcome.
- gm gm ☀️ what where your #lens highlights this week?
favourite posts, new exciting projects or features, amazing music, awesome images/videos, fun experiments, lens birthday ;-) ...
(hard to imagine but some, a few, people aren't on lens 24x7 🤷♀️. I think it would be awesome to create a weekly community summary feed - for those and everyone else :-). What do you think?)
inspired by https://lenster.xyz/posts/0x019807-0x0481-DA-1a29d38c :-)
- 最近 ordinals 和 brc20 开始逐渐变冷/价格回落，长期看好。 这里面有几个逻辑： 一个是显而易见的，BTC是凝聚了最大共识和最多资产沉淀的链； 另一个比较有趣，各条链的人和钱都在向BTC汇聚，尤其是除ETH生态的其他链，比如： @MagicEden 的手续费里，BTC生态已经第一。
- I just voted "No ❎" on "Poll by @yoginth.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x04e4c4bceee9ed9e54b6012d566d139e7c334829ddf27307fd11fd29882f7950 #snapshotlabs
- I just voted on "GXV V2: Interface & Market Paramaters" https://snapshot.org/#/gmx.eth/proposal/0x4bb2ac5546101e39ea0a0a11a689e967c8720814e5ca804d112bd55cc4072d0c #snapshotlabs
- Did you laugh？
happy moment
- perception is reality - protect your mind
- I just voted "Yes ser 🙌" on "Do you like the Snapshot integration with Lenster?" https://snapshot.org/#/yoginth.eth/proposal/0x9287c40edcd68c362c7c4139fe3489bbaaa27cf4de68be5c218a82d0f252e718 #snapshotlabs
- I just voted "For" on "AIP-1.1 - Lockup, Budget, Transparency" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x7203289844e807781e8d2ec110d4b97a79a29944cae06a52dbe315a16381a2ae #snapshotlabs
- **🌿 Alpha Leak- Zerion Extension x Lens 🌿**
And on the 3rd day the Lord created.... Zerion
We're big @shl0ms.lens fans & we thought collecting this post on @lensprotocol was a perfect way to show off our browser extension which is currently in private beta!
The first 500 ppl to collect & mirror this post can get skip the 350k person waitlist and get Early Access. You know what to do 😎
- Should Lens have more support for languages such as translations and content discovery based on local languages?
- Sad to see this happen in SF https://techcrunch.com/2023/04/05/bob-lee-creator-of-cash-app-and-former-cto-of-square-stabbed-to-death
- 🟢 The *Building Blocks* Kit by Sound of Fractures is now live at kits.io/sof. With ethereal layered vocals and unique otherworldly chords, this Kit features:
🎵 60+ innovative loops
🧑🤝🧑 A special Sound of Fractures community collab event
💬 Access to Sound of Fractures's holder chats
✌️ Free claims for Sound of Fractures Sound.xyz holders
To celebrate the new drop, Sound of Fractures is hosting a community collaboration event for one week featuring ALL submissions as part of the Building Blocks Collection on Lens and Beats:
🎼 Mint a copy of the *Building Blocks* Kit
🎹 Create a 30 sec. audio snippet using samples from the pack
🙌 Submit your creation to kits.io/sofsong
All submitted sounds will be featured on a Lens and Beats.xyz leaderboard where you can explore and vote for the best creations. In the spirit of community and collaboration, all submitted sounds will be a part of the Building Blocks collection immortalized on Lens.
Create and share your work by Wednesday, April 12, 2023 12:00 AM (in 7 days) to: https://www.kits.io/packs/building-blocks?utm_id=kits&utm_source=social&utm_medium=lens&utm_campaign=buildingblocks&utm_term=site&utm_content=link&tab=tracks
- Gm
- 有人问我，行情如何看？ 我说这个位置，傻子都知道看空比看多性价比高，举个例子以太坊马上到2000，比特币3万能赚几个钱？ 那么大家跟着傻子走吗？或者认为自己就是傻子里的聪明人？
- 目前arb上的日交易次数略高于以太坊L1，加上op和zksync，从整体上看，最近一个月L2上的交易次数已经稳定超过以太坊L1了。L2不仅是叙事，而是实际上正在发生的事情。
- 如果不是从小到大一路都活在高墙之内，被保护的好好的，然后一毕业就进入体制内的“好运仔”，那一路关注意识形态上的绝对正确没有意义。
- `getting started` with #lens in 5 steps 🪴 [April 2023 update]
(0 a) maybe consider adding some information about yourself and a pfp to your profile before you start.
(0 b) "hello world" posts get quite some attention ... 😉 . (if you can post something related to what you are interested in ... 🎇 -> People you start following might take a look at your profile and follow if they are interested in the content you share.) Find one great example at the end of the post.
(1) https://lists.inlens.xyz/lists/818891525288558593 *updated* - list of great profiles to start your lens journey ... you will discover a ton, worth following profiles in the communities of people in this list. lists.inlens.xyz/ in general is a great starting point.
(2) find your twitter contacts on lens: inlens.xyz/ (not everyone with a lens profile, active on twitter, is very active on lens (yet ;-)). Maybe consider connecting with new people, sharing interesting content on lens.)
(3) probably you read this post on @lenster.lens . If you are interested in lens mobile apps, @orbapp.lens and @buttrfly.lens (iOS) are at the moment - imo - the most advanced general purpose lens mobile apps. One of the beautiful things regarding lens is that it doesn't matter which lens app you use, every lens app has access to the same content and social graph.
(4) what you share on lens is stored and publicly available for a very long time. Probably *forever*. You can hide posts, comments and mirrors. But that's a front-end feature, the data is still available and publicly accessible.
(5) "collects" are a very powerful concept, adding a NFT version of the post to your address (4th symbol below a post on @lenster.lens ). Collects can be monetised -> creators can use collect fees to earn money on lens.
one more thing :-) being active, commenting on posts and topics you are interested in goes a long way. Of course there is a chance that your posts will be discovered, commented and mirrored, but you increase the probability of being discovered dramatically with valuable comments.
@jeanmi.lens increased his followers +5k within 39 days. How he did it? "**be yourself, try to engage with people**, sharing images seems to accelerate engagement/growth, people love to 'GM'"
`advanced topics`
**other mobile apps**: @lentilapp.lens (iOS native general purpose app), @converseapp.lens (iOS @xmtplabs.lens mobile messaging app pls contact @polmaire.lens if you are interested), @lenstaxyz.lens image focused lens mobile app.
**other browser apps**: @pinsta.lens pin lens content, create and publish pinsta boards. @beatsapp.lens music focused lens app . @focalize.lens browser extension for posting on lens. @youfolio.lens trading lens creator tokens. @dumpling.lens video platform on lens. @diversehq.lens Reddit inspired lens app.
**market place**: @lensport . Buy and sell collects, create token gated posts, ... .
**fun**: @thesmurfssociety.lens auctions started … . @memester-xyz.lens create memes easily and publish directly on lens. lenstube.xyz/ videos on lens. www.lyrical.world (#LensAI) create ai generated images and publish on lens. @amnisiac.lens listen to music in your feed or other profile's feed (e.g. @mixtape.lens ). @truthordare.lens ;-). @lensgardennft.lens dynamic activity based NFTs. word cloud generator by @rickydata.lens https://lens-wordcloud.streamlit.app .
**tools**: @chainjet.lens automate processes, like notifications ( @remindmebot.lens 👀). lens.sepana.io very powerful lens search. @lensdropxyz raffle tokens based on constraints (e.g. 1 of the profiles who collected post xyz will get a NFT). @wav3s.lens incentivise people to mirror or comment content. @madfinance.lens Lens Bounties, allowing creators to earn "by creating a Lens post using the creative direction of a brand". @theshr.lens decentralised publishing platform. @letsrally.lens lens spaces. @wagmifund.lens decentralised crowd funding platform. @ethpass.lens add your lens profile to Apple or google wallet. postter.xyz schedule posts. soclly.com “creator-centric” toolkit.
**data**: profile.lenskit.xyz profile overview with a github like activity board. https://dune.com/xmc2/lens-profiler get an overview of your lens statistics.
**ready to test**: @lensplayxyz.lens video browsing (android), @buttrfly.lens general purpose lens mobile apps (android), #lensshare video platform (browser lensshareapp.xyz )
**coming soon:** @onboardapp general purpose app. @ensocollective digital closet. #theDial by @emmajane1313.lens . @lenstags.lens content discovery and organisation. @glassxyz.lens protocol for decentralised video ( https://glass.xyz/manifesto ), @lenspostxyz.lens canva for web3 socials.
**lens protocol stats** - provided by @buttrfly.lens (weekly posts + comments):
@lenster.lens 63.0%
@phaver.lens 20.5%
@orbapp.lens 8.4%
#lenstube 3.0%
@lensport.lens 1.0%
@memester-xyz.lens 0.8%
@chainjet.lens 0.7%
**@t2world.lens x** @lensprotocol**** : “manifesto for building a social network around what we value, not what grabs our attention.“ ( https://manifesto.t2.world )
If you are interested in content distribution and increasing your reach on lens, maybe the following post is a good starting point: https://lenster.xyz/posts/0x017566-0xdf (e.g. @bvdaniel.lens combined his introduction post with an eye catching visual (only follower can collect) and an incentivised mirror (+100 followers ). 120+ collects, 80+ mirrors, 40+ comments ...)
`list of all lens apps` www.lens.xyz/apps
#gettingstarted #5steps #newonlens #howto #onboarding
- 山寨币我脑子里装的的底层逻辑，基本面差不多没有100个也有200个，这是多年的积累。还要感谢熊市来了，去年差不多研究学习了半年的币的基本面。 为的是牛市更好的赚钱，没别的。 毕竟从山寨起家的我，必须得有看家本领。
- The March buyback operation has been successfully executed A total of $450,000 worth of $VELA was acquired in the previous month through open-market purchases The April buybacks are now in full swing, with ongoing purchases being executed throughout the month Over and out
- 这个行业变化很快，如果不擅于发现和学习，稍有不慎我们可能就被时代淘汰了，想要长久活在市场里，不仅仅需要提高自己擅长领域的专业度，还需要时刻保持市场敏锐度，每天出现的新东西和新赛道都要大胆去尝试，不要对任何项目抱有偏见。
- “可是雪 飘进双眼 看不见你空投的谎言，心甘情愿上号去狂撸，烧一捧 gas 做硝烟”
- 龍年吉祥!
東東龍祝大家龍年happy
- I just voted "For" on "AIP-1: Arbitrum Improvement Proposal Framework" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x3be7368a662d1cf12fa4da768d626edbc013be0dc7b994fef2e24d9a54e4033a #snapshotlabs
- 家里从商从政的，一定要听父母的； 从工从农的，一定要远离父母的认知。 富足的越听话过的越好 贫穷的越叛逆生活越好
- 今天上午打了两个小时，状态不错。中午吃了个饱饭，还有双色冰淇淋，下午太阳出来了，照在身上暖洋洋，去旁边的Cafe喝咖啡晒太阳，又去公园散了个步，舒服。回家打开音乐，不带焦虑地，无目的性地刷刷推，和圈友聊聊天。One day out of crypto, 以身作则，努力降低华语币圈卷率，挺好。
- 最近@AdeptAILabs很火，产品还没出来融了一大笔钱，一个基于chatGPT的AI“执行”助手，我们之前常说的AI助手是在语音交互层面，但是Adept可以帮助你完成软件操作执行层面的事，比如我对它说帮忙定下周一6点之前去上海的机票，它就会自动打开携程给我定了
- 牛舌还可以 但是量大了是真的腻 今天我才知道 真的有人不吃碳水会难受
- arb发空投后的第四天 我已经开始疲倦了 不想刷空投了
- NYC is definitely a place for foodies, haven’t had a bad meal since arrived