tuamiay (@tuamiay) • Hey

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F*ck late but let's still make some Crypto 2024 predictions out of my a*** Crypto prices: Overall good year, Early-Serious Bull - however with major pullbacks (-35%) EOY with 75k BTC and 5k ETH Crypto fundamentals: EIP-4844 in late Q1, no further upgrade L2s crushing it, txs and TVL rivaling last bull ETH Mainnet stats Arbitrum in the lead, Optimism, ZkSync, Starknet, Base major ones good but also some random L2s high up 50+ L2s on L2 Beat BTC-FI and Ordinals, etc. still being a thing but still technically crappy New Cosmos chains that get crazy popular SOL not hype Alt-L1 of the year but still almost like no. 3 DeFi DeFi TVL crosses 80bn by EOY ETH DeFi dominance remains at 50%+, then L2s, then SOL, then app chains Uniswap not in the lead by EOY but Lido stETH Real life tokenization with some major tests and collaborations but still rather a pipedream Re-Staking go parabolic brrr, TVL of 5bn+ Already some Re-staking fails (hacks, rugging AVS, bug, etc.) NFTs, Metaverse, GameFi, DeSo, De-Pin, etc. Art NFTs have a little comeback but it's more about Game NFTs now At least two pretty decent GameFi (short-term) hits Metaverse still trash Lens sh*ts its bed against competition, especially farcaster Friend.tech remains rather ded Airdrops Super bonus points if also in this order: Starknet, Jumper, LayerZero, Bungee, Orbiter, ZkSync, Scroll, Eigenlayer, Linea Year of Celestia airdrops Further Cosmos airdrop chains that fuel already borderline nuts speculation Other ETH ETF approval in Q4 Points were overdone and already some major disappointments - even some regulatory attention Finally done with any noteworthy over-hang from last Bear Really tight but sleepy Joe prevails against Trump Total hacks of 3bn+ by EOY No absolute catastrophic L2 bug/failure/hack AI tokens are a retailers' charm but remain not much more than narrative vapor
gm, still hustling
Why I’m Bullish on Diva’s Vampire Attack on Lido https://www.bankless.com/vampire-season-diva
We're thrilled to join this 4-week innovation sprint powered by Encode Club with Onyx by J.P. Morgan as the premier sponsor. Hackathon bounties for Lens devs: 🥇 Best App - 2.5k USDC 🥈 Runner-up App - 1.5k USDC 🏆 Best Integrations - 500 USDC (x2) Get involved: https://www.encode.club/digital-identity-hackathon
8 yield protocols to put your idle capital to work. https://www.bankless.com/its-time-to-yield
gm gn
gm Stani don't let me comment
didn't get it at first lol iykyk by @bankless.lens #Lenstube https://lenstube.xyz/watch/0x8b61-0xf4
how do we know?
おはよう @ethglobal.lens Tokyo! 🇯🇵 The Lens team is on the ground and we're so excited to bring the social layer of web3 to Japan. We have $20k in prizes for the hackathon! 🥇 1st $5k 🥈 2nd $3k 🥉 3rd $2k 🎖️ 10 best Lens Integrations for nullk each Lens is web3 native meaning it’s simple to build native payment features directly into your app. Mirrors, collects, follows and comments allow creators to monetize their content directly to the user, without intermediaries, and in a permissionless way. Premium content, token-gated rewards, tipping, crowdfunding, subscription services, referral, and affiliate programs are just a handful of the countless types of integrations you can build with Lens. Looking for some inspiration? - We're still in the early innings of AI and ML and want to see more devs utilizing the latest innovations from OpenAI, Replicate, HuggingFace, LangChain, and Dust just to name a few. Imagine the possibilities when web3 social intersects with AI/ML 🤯 - You could use AI/ML to analyze a user’s feed over the course of a few days and condense it into a single view so they can visit less often and still be up to date with what’s the latest and greatest. - Or create a social learning platform that uses AI to create personalized learning paths for users. It could assess users' knowledge levels, recommend relevant learning materials, and provide real-time feedback and guidance. - You could use Lens profiles specifically for your gaming identity. Imagine your in-game items and high scores attached to your Lens profile and you curate a Lens leaderboard for the community. - Bust a move! Build an app that lets users participate in virtual dance-off challenges. Users can record and upload their dances, challenge friends or random users, and compete for the elusive best dancer on Lens title 💃🕺 - Build a community app for @galverse.lens on Lens that utilizes the Splits for Collects feature (https://docs.lens.xyz/docs/create-post-typed-data#multirecipientfeecollectmodule) and you'll help with the development of the anime, character design, story, and more. - Imagine using the Collect module for more exclusive content such as event ticketing. - How about building a governance forum specifically for Lens users? gm DAOs 🤔 - Calling all pet lovers out there. Create a social platform where users can showcase their pets' talents, tricks, and general awesomeness. Users can upload videos of their pets and participate in virtual talent shows, with categories like "Best Trick," and "Funniest Moment" - Want to bridge that gap from web2 social to web3? Build a site that shows you the most followed people that have used a site (maybe the 🐦 app) or help users connect their web2 account and generate a ZKP for mapping. - Or a Lens creator dashboard for tracking post analytics (engagement, collects, revenue, etc) and helping you find your 1000 true fans. - Maybe you find yourself collecting every post from one of the 100k profiles already on Lens. Create a module to “subscribe” to someone and automatically collect everything the post within certain parameters. Here are some resources to support your hackathon efforts. Dev Docs https://docs.lens.xyz/docs Hackathon Guide https://lens.xyz/hackathons Lens Integrations https://docs.lens.xyz/docs/integrating-lens Lens SDK details https://github.com/lens-protocol/lens-sdk @nader.lens will be on stage April 14th at 7:30 PM JST in the Toranomon Hills Forum, 5th Floor | Workshop Room 1, for a developer-focused session on Building Full Stack Web3 Social Applications. Reach out to @nader.lens and @jessglover.lens for any questions on the ground in Tokyo. And make sure to stop by the Lens booth. Show us what you're building and you just might get some exclusive swag.
Limited edition Lens PopSockets available at @ethglobal.lens Tokyo
THIS IS NOT A DRILL 🔥🔥🔥 The Uniswap mobile wallet is out of Apple jail and now live 🎉✨ In the app you can: 🔁 Seamlessly swap and send ERC20 tokens on Mainnet, Polygon, Arbitrum, & Optimism 🔔 Get notified when your transactions complete 💳 Buy crypto on any available chain with your debit card 👁️ Unlock your wallet with optional FaceID ☁️ Back up seed phrase manually or with iCloud (don’t worry, we added an extra encryption layer) 💖 Favorite tokens and NFTs 👀 See activity feeds for your wallets & the wallets you follow 🌎 View top tokens by market cap, price charts, or volume 🤝 Connect to any app on Mainnet or L2s with a smooth WalletConnect experience 🔗 Use web3 apps on different networks at the same time …and so much more!!! Download our self-custody, open-sourced app today! 👇 https://apps.apple.com/us/app/uniswap-wallet/id6443944476
true dat The hate that US senators have for crypto is ridiculous by @bankless.lens #Lenstube https://lenstube.xyz/watch/0x8b61-0xea
What was your first OS? mine was Windows 95. I wish I could add the start sound here as well
what's going on here?
Layer 2 Summer is here ☀️ And it's just getting started... #bytes
AlicΞ lens wordcloud 🌿 you can create your lens wordcloud thanks to @rickydata.lens (and the awesome public lens BigQuery dataset) -> https://lenster.xyz/posts/0x0102cc-0x0110 👏👏👏
Feedback time! What do you like about Lens as a protocol? within the apps/integrators and experience? what do you don’t like? honest feedback needed :)
Are we all the future?
👏
✨Phi🏝️ × Lens🌿✨ "Yasai Lens Festival", an Official Campaign Collabs with @lensprotocol 🌿 & @lenster 🌸, is now live on Phi🎉🤩 📅 Campaign Period: 7th Feb ~ 21th Feb 2023 12:00AM UTC Yasai Lens Festival has 2 parts: 1) Yasai Quests🌿 - Taskbased Quests dedicated to @lensprotocol 🌿 & @lenster 🌸 2) Good Lenster Post Race🏁 - A Community Race for Good Lenster Posts Check out the details 👀🧵↓ https://quest.philand.xyz/campaign/lens-yasai
Yasai Festival LFG!
Some rando 2023 predictions 🔮 to look back to how wrong I was. Crypto prices: - The bottom is NOT in yet, return of triple-digit ETH - Crab market, EOY with 30k BTC and 2.5k ETH Crypto fundamentals: - ETH withdrawals in early Q2, EIP-4844 in late Q4 - L2s continuing their success - Arbitrum and Optimism still leading the pack by EOY but ZkSync and Starknet catching up - Polygon, Scroll and other L2s deployed on Mainnet but smaller - Not much happening in BTC, continuously low adoption of Lightning and DeFi on BTC - New Cosmos Whitepaper, distant 2nd to ETH as ecosystem - SOL doesn't die but low relevance like other L1s DeFi - DeFi TVL crosses 100bn by EOY - ETH DeFi dominance remains at 50%+, then L2s, then BNB, then app chains - Uniswap still in the lead by EOY - Emergence of successful order-book style DEXes - Real life tokenization and undercollateralized lending still struggling - Invention of actually new DeFi primitive that is not a Ponzi - DyDx as an app chain is successful but only a few OG protocols follow suit NFTs, Metaverse, GameFi, DeSo, etc. - Art NFTs loose traction and value, including the blue chips - Metaverse remains rather a meme - GameFi brings up some moderately playable games but nothing remotely close to AAA - Lens gains Millions of users, still far cry from replacing CT - Proliferation (and no consolidation yet) of identity, badges, etc. solutions, incl. zk-tech Other - SBF does go to jail for decades - Most of the other fraudulent clowns get caught as well (unfortunately not all of the major ones) - Some regulation kicks in, not existential for DeFi (yet) - More blowups, not as bad as 2022 but it is not over yet - DCG somehow resolves the situation without the nuclear bankruptcy option but still contagion - Total hacks of 1bn+ by EOY - Some kind of problem with a L2, not existential but bad
gm world just starting to randomly articulate some ideas here
Another way to implement Zero-Knowledge Proofs in the space: **ZK Badges** 🎭 In a post, Vitalik talked about @Sismo_eth, a protocol that issues ZK Badges. They are privacy-preserving Soul-Bound Tokens (non-transferrable NFTs). SISMO does not have a token. How does it work? 🧵 1/ What is Sismo? It's a protocol that allows people to issue and mint ZK Badges. What is a Zero Knowledge Badge? It's a Soul-Bound Token (non-transferable NFT) that can provide evidence of something without revealing the actual information. Example 👇 2/ Example: Say I want to prove to all of you that I received a $100,000 DYDX airdrop without revealing the wallet that received it. I could "earn" the badge using that wallet (private) but "mint" the badge using my olimpio.eth wallet (public) Thanks @dhadrien_ for slides ⚡️ 3/ Another example: Remember Proof of Humanity? A website where you upload a selfie video of yourself holding a piece of paper with your wallet. Well, I could now do that with my private wallet, and mint a "human-verified" Sismo badge with olimpio.eth without linking wallets. 4/ What can we do with Sismo right now? We can mint a badge that someone already created. Or, we can create our own badges as well for others to mint. Some ideas come to mind, stay tuned 👀 5/ How to check if you are already eligible to mint an existing badge? • Mint Badges vetted by the team: 🔗 app.sismo.io • Mint Badges created by anyone in web3: 🔗 playground.sismo.io Log in, launch your vault, and check your eligibility. 6/ Recently, Sismo has started a cooperation with @aztecnetwork, a privacy layer for web3. If you deposited to Aztec at least 3 times, you can mint a badge here (gives you a DC role): 🔗 playground.sismo.io/aztec-connect-depositors BTW, here is more Aztec alpha👇: twitter.com/OlimpioCrypto/status/1609259055075463169 7/ $SISMO token or airdrop? 🪂 No token was confirmed, yet. No airdrop was confirmed. We are speculating here! Investors: They did not release any official communication about this, but they had an angel round with VCs like Framework, Seedclub, Delphi and IDEO 8/ 💡 Vitalik mentioned Sismo in one of his blog posts. vitalik.eth.limo/general/2022/12/05/excited.html He did the same thing with ENS when it wasn't a big thing. "Sismo is [at] an early start" Might be a good idea to take a look Join Earndrop Alpha discord, a place to discuss cryptocurrency opportunities: https://earndrop.io/discord
gm
Love the people here
😅😅