tissue (@tissue) • Hey
tissue.lens
Publications
- 很多人还不明白rocketpool的代币经济学其实是crypto应用层项目中代币经济学设计的典范。而eth则是layer1项目中代币经济学设计的典范。
https://twitter.com/Jasper_ETH/status/1659025410741489665?s=20
- The atlas upgrade of rokcetpool will be launched on the mainnet within 48 hours. I hope this is a successful and smooth upgrade. This upgrade is really too important for Rocketpool, all previous upgrades are not as important as this one. The biggest upgrade before was the redstone upgrade. In that upgrade, rocketpool was actually upgraded in conjunction with Ethereum Themerge, and this atlas upgrade is a major upgrade of rocketpool itself and a double upgrade in conjunction with the upgrade of Ethereum.
After this upgrade is completed, the growth rate of rocketpool will be accelerated, because the capital threshold for node operators will drop from 16+1.6eth to 8+2.4eth, and all existing node operators can convert to leb8-type minipools. The capacity of rETH was opened up at once. In the short term, we will see that the eth in the deposit pool is quickly consumed, and then rETH grows rapidly. In the long run, the deposit pool may remain within a certain range of fluctuations, depending on the dynamic relationship between the increment of node operators and the increment of rETH.
I believe this is a significant upgrade of rocketpool’s fundamentals. In the future, many node operators will switch from solo stakers to rocketpool node operators, and rocketpool’s market share in the lsd field will increase rapidly.
If you want to make a gross estimate, it is expected that the stock of rETH can reach 1 million within this year. Can it be achieved? We will wait and see.
- rokcetpool的atlas升级即将在48小时内主网上线，希望这是一次成功顺利的升级。这次升级对于rocketpool来说实在是太重要了，之前的所有升级的重要性都比不过这一次。之前最大的升级是redstone升级，在那次升级中，rocketpool其实是配合以太坊themerge做的升级，而这次atlas升级，则是rocketpool自己的重大升级以及配合以太坊升级一起的双重升级。
此次升级完成后，rocketpool的增长速度将会加快，因为节点运营商的资本门槛将会从16+1.6eth下降到8+2.4eth，现有的所有节点运营商都可以转成leb8类型的minipool，一下子就打开了rETH的容量。我们短期会看到存款池的eth被快速消耗掉，然后rETH快速增长。长期来看，存款池可能会保持在一定的波动范围，具体要看节点运营商的增量和rETH的增量之间的动态关系。
相信这是一次rocketpool基本面大幅向好的升级，叠加未来会有很多节点运营商从solo staker转成rocketpool node operator，rocketpool在lsd领域的市场份额将会快速上升。
如果要毛估估的话，期待在今年年内可以看到rETH的存量可以达到100万个。能否达成呢？我们拭目以待。
- LUSD在USDC depeg期间也是depeg的，但是LUSD的机制使得其具有天生的恢复peg的能力，并且LUSD的持有人还因为拥有套利机制而获利。所以其实是有点反脆弱的感觉，而不是会陷入死亡螺旋。作为去中心化的超额抵押稳定币，我相信在未来它会拥有更广阔的发展空间。
- 空投发完了，而且是一次性发完的，然而，arbitrum的交易笔数仍然创下新高，这很能说明问题。
- Moon light shadow
Moon light shadow
- If the hard-cap token economics model is adopted, a longer release cycle can be considered, and a considerable part of the newly added tokens will be given to the treasury, which will be responsible for daily expenses. And in the early stage of the project, try to control the cost expenditure. Because it is very uneconomical in the long run to sell protocol tokens in the early stage.
- 如果采用硬顶的代币经济学模型，则可以考虑设置较长时间的释放周期，并且把其中相当部分的新增代币给到国库，由国库负责日常费用开支。并且在项目的早期，极力控制成本开支。因为在早期就出售协议代币的话，长期来看是非常不划算的。
- Another protocol recently contacted that gives all revenue to token pledgers is livepeer, whose main business is video transcoding. The problem is that the current revenue scale is too small to attract node operators to join, and large subsidies are needed. But I like the design of this economic model.
- 最近接触的另一个收入全部给到代币质押者的协议是livepeer，主营业务视频转码。问题在于现在收入规模还太小，远远不足以吸引节点运营商加入，需要大额的补贴。但这种经济模型的设计我是比较喜欢的。
- Regarding the issue of RPL cost capture, I only recently figured it out. Because I have seen too many project tokens without any revenue capture mechanism, looking at RPL on the other hand, I suddenly feel that its value capture mechanism is really conscientious. All the proceeds of the agreement are given to the node operators of RPL, and everyone is divided according to the number of minipools.
- 关于RPL费用捕获的问题，我也是最近才想清楚的。因为看到了太多的项目token没有任何收益捕获机制，反过来看RPL，顿时觉得它的价值捕获机制实在是太良心了。协议的全部收益给到RPL的节点运营商，大家按照minipool的数量分。
- If the lens becomes the mainstream web3 infrastructure, the gas consumption of the polygon will rise sharply, because even with the current user scale, the gas cost can already account for 60% of the consumption of the polygon. God.
- 如果lens成为主流web3基础设施，那么polygon的gas消耗都会因此而大幅上涨，因为即便现在的用户规模，gas费用已经可以占到polygon上面60%的消耗量了，如果放开注册，gas费用那不得上天。
- 雾芯科技最近上涨了一点，但是从信息面来看并没有明显支撑，除非我不掌握这些信息。雾芯科技需要用出货数据证明新国标和新政策下其经营业绩才具备持续的投资价值。
- lenster又出新功能了，叫做my feed，可以搜索特定用户的feed，这个功能很方便，不用跳转到该用户的profile界面就可以看到他的历史交互记录。
yoginth全职之后果然迭代的速度也加快了，希望可以早期看到移动端app。
- consensys更新隐私政策，生命当用户在metamask中使用infura作为默认RPC时，将在用户发送交易时手机对应的IP地址和ETH地址。
这对于客户的隐私不利，考虑更改RPC。看了下貌似主网的RPC是锁定的，默认是infura。
- Which city should host the first Lens meetup?
- The decline of China's national strength is mainly composed of two reasons in history: 1. The tossing of the highest authority; 2. The country is closed off