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如果未来web3 social的内容更加容易变现，那么将会有更多的优质创作者使用web3 social平台来发布内容。所以本质上来讲，内容创作者最终看重的还是内容的变现能力，而不仅仅是情怀。而在这方面，我相信长期来说，web3 social将会完成web2 social. https://twitter.com/mtrainier2020/status/1643052423244845056?s=20
China is frantically hyping AI concept stocks. In fact, many stocks do not have LLM-related business, but the market speculation funds need companies with such themes to carry out speculation, and then the stock price has skyrocketed. There is actually no essential difference between this speculative wave and the currency circle, and human nature will not behave differently in different markets.
国内正在疯狂炒作ai概念股，其实很多股票并没有LLM相关的业务，只是市场炒作资金需要这样的题材的公司来进行炒作而已，然后股价就一通乱涨。这种投机风潮和币圈其实是没有什么本质区别的，人性不会因为在不同的市场就表现出不一样。
Elizabeth Warren's Anti-Crypto Army
如果一个crypto项目很难做到长期存在，甚至要求更高一点，永久存在，那么这种项目就是不值得投资的，也许具有短期投机的价值，但是这种投机仓位肯定是很小很小的。我们需要找到真正去中心化的项目，因为只有这种项目才具备永久存在下去的可能性。阿里巴巴创办的时候希望做102年，但是现在才过了24年，就把公司给分成了6个独立的主体。这就是有人参与的情况下，很难真正长期存在下去，也许阿里巴巴作为控股公司仍然会存在很长时间，但是其作为也只能是控股公司了。
Just check the polygon zkEVM browser, 219 blocks, $11.9; 159 blocks, $15.97; 39 blocks, $15.96. With higher usage, the cost per transaction drops rapidly. This is a very good network effect model.
观察Velodrome的价格走势图，我们就会发现ve模型导致的暴涨暴跌问题是很明显的，这个机制本身就是助涨助跌的模型。通过左脚踩右脚上天，而且我们看到的收入增加其实本质上是补贴收入化的现象，不要被这个现象所迷惑。可以说，看这类项目的收入和交易量数据是失真的，因为存在大量的刷量交易。我们看blur的交易量数据也是失真的，计算他们的交易量占总体NFT市场交易量的份额意义不大。
Observing the price chart of Velodrome, we will find that the problem of skyrocketing and plummeting caused by the ve model is obvious. This mechanism itself is a model that promotes the rise and the fall. By stepping on the right foot with the left foot, and the increase in income we see is actually a phenomenon of subsidizing income, don't be confused by this phenomenon. It can be said that looking at the income and transaction volume data of such projects is distorted, because there are a large number of brush transactions. We see that Blur's transaction volume data is also distorted, and it is of little significance to calculate their transaction volume as a share of the overall NFT market transaction volume.
Built on @memester-xyz.lens
Built on @memester-xyz.lens
that still hurts ngl
Built on @memester-xyz.lens
Built on @memester-xyz.lens
Built on @memester-xyz.lens
The essence of an exchange is liquidity, and whoever has good liquidity will have a better user experience. This is true whether it is token dex or nft marketplace. The competition around liquidity is the essence of exchange competition. But the problem is that liquidity is not sticky, by its very nature. Mobility will flow from here to there, it won't stay with you just because you're more famous.
交易所的本质是流动性，谁流动性好，谁的用户体验就会好。不管是token dex，还是nft marketplace，均是如此。围绕着流动性的争夺是交易所竞争手段的本质。但问题在于流动性是没有粘性的，这是其本质使然。流动性会从这里流动到那里，不会因为你比较知名而留在你那里。
Abstract the methodology of the judged business model, and then conduct comparative analysis between different projects. This is an important method for quickly screening projects. Most projects can be eliminated in a very short period of time, saving a lot of time, and then spending time on a few projects to improve the winning rate of judgment through careful research.
把判断好的商业模式的方法论抽象出来，然后在不同项目之间进行比较分析。这是快速筛选项目的重要方法，绝大多数项目可以在极短的时间内被剔除，节省了大量时间，然后把时间放在了少数的几个项目中，通过认真研究提高判断的胜率。
After a comprehensive analysis, stakeweise v3 still has many problems. It is simply because of its early stage and relatively low market value, and there is no logical support for buying its tokens. Looking forward to seeing more solutions to these problems, as we go. After all, its tokenomics are not as attractive as rocketpool.
综合分析下来，stakeweise v3还是有很多问题，简单因为其早期，市值比较低，就买入其代币，没有逻辑支撑。期待看到更多对于这些问题的解决，边走边看。毕竟它的tokenomics完全没有像rocketpool那样吸引人。
The content published in different lens ecological projects can be seen in other ecological projects. This user experience alone can be refreshing for many people, because no such application exists in the web2 world. Even things posted on QQ will not be automatically synchronized to WeChat Moments. Not to mention that the content posted from Twitter can be synchronized to Facebook.
在不同的lens生态项目中发布的内容，可以在其他生态项目中看到。光是这个用户体验，就可以让很多人耳目一新，因为在web2世界中不存在这样的应用。即便是在QQ中发布的东西，也不会自动同步到微信朋友圈中。更别说是从推特发的内容可以同步到facebook了。
The attack vectors of the social graph are very limited, because this is not a financial application and does not require liquidity. Short-term incentive measures are only suitable for financial applications. The social graph competition is about who can reach the critical point of the network effect as soon as possible. Once this critical point is reached, the rest is the winner. Although the industry is still very early, but the lens is likely to be the first to reach this critical point.
社交图谱的攻击向量非常有限，因为这并不是金融类应用，并不需要流动性，短期激励的措施只适合于金融类应用。社交图谱比拼的是谁能够尽早达到网络效应的临界点，一旦达到了这个临界点，剩下的就是赢家通吃。虽然现在这个行业还非常早期，但是lens很有可能率先达到这个临界点。
If lens occupies the mainstream of web3 social one year later, it will have the largest market share. So where should competitors compete? Subsidize users? This trick is obviously useless, and it attracts toxic users. I can't think of any way to effectively compete with the lens.
如果lens在一年后占据了web3 social的主流，市场份额最大。那么竞争对手应该从哪方面进行竞争呢？补贴用户吗？这一招显然没用，吸引的都是有毒的用户。我想不到什么办法可以很有效地和lens进行竞争。
Sushi's vampire attack on uni, blur's upstream attack on opensea, these are all competitive behaviors of industry leaders. From my point of view, projects without user loyalty, no matter how large they are, will continue to face continuous competition from challengers. This is a structural flaw in the business model of such projects.
sushi对uni的吸血鬼攻击，blur对opensea的上游攻击，这些都是行业老大的竞争行为。从我的角度解读，那就是用户没有忠诚度的项目，无论规模多大，都将不断面临挑战者的持续竞争，这是这一类项目商业模式中的结构性缺陷。
**What's new with Lens** *a wild 🥟 appears* @dumpling introduced a vibey experience of curated Lens videos. Check it out: dumpling.lol 🎙️The Lens team joined @gelato to talk about @korudao, the first DAO-controlled account on Lens. If you missed it, catch up here: https://twitter.com/LensProtocol/status/1625825590157639680?s=20 🌀@korudao enables multiple community members who hold a Koru NFT to post from a single Lens account. Useful for brands, communities, and teams of creators. More details here www.gelato.network/blog/i… 🎥 @orbapp enabled video uploads, so you can shoot and post on the go lenster.xyz/posts/0x01-0x0169 🛠️ Coinvise launched a new integration enabling requirements on airdrops to follow a Lens account. https://twitter.com/CoinviseCo/status/1625227144044642305?s=20 📊 @meetvers launched on Lens giving the community access to big data insights and powerful networking algorithms. lenster.xyz/posts/0x98dd-0x1d 🤝 Wagmifund announced a web3 crowdfunding platform https://twitter.com/wagmidotfund/status/1613232244294062080?s=20 📍Pinsta released a new update with tons of new features and fixes, check it out here lenster.xyz/posts/0x016efc-0x01c1 🔥 Bonfire enables you to bring collectors to Lens with one click https://twitter.com/bonfire_tweets/status/1623403567229927425?s=20 Explore the Lensverse t.co/8WVwTecAAz & help contribute to the community by listing your fave projects and features in the comments below. If you want to get more involved, integrate, or build using Lens, @nader.lens and @fabri.lens are here to help you get started
A token with value capture capabilities is essentially a productive asset that will continue to earn income over time. It's just a question of what the rate of return is. In a tokenomics design without dividends and buybacks, the value capture capability is dividends.
拥有价值捕获能力的代币本质上是一种生产性资产，会随着时间的推移持续获得收益。只是收益率是多少的问题。在没有分红和回购的tokenomics设计中，价值捕获能力就是分红。
中国的稳定不会因为最近的这些小范围的抗议活动而受到影响，稳定是中国的基本面，也是大多数中国人的愿望所在。只要让大家都过好日子，没有人愿意去跟钱过不去。毕竟现在这个时代已经没有30多年前那么热爱自由民主了，中国跟西方的差距也没有以前那么大了，中国人已经有了自己的公民意识。
India's geography makes it always a target of invasion, facing conquerors and adventurers from Central and Southwest Asia every century
The strength of the national power will naturally attract the protection of neighboring countries or other countries that are not adjacent but have related interests. This is determined by the national self-protection attribute, and has nothing to do with morality or whether your behavior is friendly or not. Therefore, the strength of China's national strength will naturally arouse the vigilance of leading countries such as the United States. Those who say that China has given up the strategy of "hiding a low profile" prematurely may not understand that it is not that China has given up "hiding a low profile", but that its national strength has not allowed it to keep a low profile. .
🚨 New quest alert 🚨 “Decentralized Staking with Rocket Pool” is a Quest about decentralized liquid staking with Rocket Pool!: https://app.rabbithole.gg/quests/rocketpool-staking There will be 5000 rewards for this quest from Nigerian artist Daniel Akang. The Quest will be live until Monday August 29th at 3:30 PM UTC. The task: - Stake .1 ETH to Rocket Pool after 2022-08-25 00:00:00 UTC. Why do we think @rocket_pool is worth exploring? - Liquid staking will become increasingly crucial to the Ethereum ecosystem post-merge. - Compared to other liquid staking solutions, Rocket Pool encourages users to run their own nodes via the Rocket Pool network to uphold and protect the integrity of the network. - In exchange for depositing ETH to Rocket Pool, users receive rETH. rETH accrues value from ETH earned through ETH2 staking. To complete this Quest you will need the RabbitHole DeFi Credential. If you don’t have it, get yours here: https://app.rabbithole.gg/skills/intro-to-defi If you are having issues with the task on Rocket Pool, please join their Discord for support: https://discord.com/invite/rocketpool The deeper you go, the brighter it gets. ✨
✨ A New Skill is Live! ✨ Get your L2 Explorer Creds and mint a free NFT on Quix! We launched this Intro to L2 Credential to guide you through some of Optimism’s core platforms. By earning this Credential, you’ll learn how to bridge funds to Optimism, swap tokens on Uniswap, and mint a free NFT on Quix! https://app.rabbithole.gg/skills/intro-to-l2 There are no requirements to complete this Skill, so jump in to get started! The tasks: • Bridge ETH to Optimism on Hop • Swap ETH to OP on Uniswap • Mint a “RabbitHole L2 Explorer” NFT on Quix We hope you have fun trying out the L2 ecosystem and experimenting with this promising approach to ETH scaling! Solutions like these are what will eventually allow web3 to scale worldwide, so better get acquainted early! Happy minting!