varstudio1phi ◱ ◱ (@varstudio1) • Hey
phi is a whole new web3 world created direct from ENS and wallet activity.
Publications
- I just voted "Yes" on "Stargate V2" https://snapshot.org/#/stgdao.eth/proposal/0x1c55529c8df43cc97591696a135a7b82af27fb8c58a09cf0bdc80aa29310d27d #SnapshotVote
- I just voted "Yes" on "Aptos Foundation and Layer Zero Proposal" https://snapshot.org/#/stgdao.eth/proposal/0xcf50734221eca0c197e6d78aa9a4ccf7f5a823088718b3bfa849b1342a7e7840 #Snapshot
- I just voted "Yes" on "Stargate Partner with Toupee Tech on Base" https://snapshot.org/#/stgdao.eth/proposal/0xf095ab5713a1a5052f264f6acda54690e921a276d8242c695c2394e9fe77ed85 #Snapshot
- I just voted "Yes" on "Stargate DAO - Arrakis PALM" https://snapshot.org/#/stgdao.eth/proposal/0x747abdac9511413bf6bd752a9a5bbec93d07c68f57966429142eb26a92c09720 #Snapshot
- I just voted "Yes" on "Integrate Stargate with NEAR via Aurora" https://snapshot.org/#/stgdao.eth/proposal/0xe21e8d82840271de57e3a04aa8ab6a083d7e1c08fe198ed3a08d7901f8e4cde6 #Snapshot
- I just voted "Yes" on "Stargate Deployment On Meter (Pathway Change)" https://snapshot.org/#/stgdao.eth/proposal/0x39f95f69921626e2100df0d85e0ea77eb554796d79f6978e828f93a860242b99 #Snapshot
- I just voted on "Metis CEG Program: Symbiosis" https://snapshot.org/#/metislayer2.eth/proposal/0x47f78db75afa2d089bc3eacbee0077420445357f66c1892382876fd51a89703c #Snapshot
- I just voted "yes" on "Proposal to Approve Stargate Deployment on Scroll" https://snapshot.org/#/stgdao.eth/proposal/0x1a1199e257551beac23b21fdba98f6efba2773a52135ad848fc6ad5b22b5d627 #Snapshot
- I just voted "Against" on "HMX STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x6c4a78cb00f613cdfe49e47c17cb83e74776873a789ea2553c0b1014b0288ae1 #Snapshot
- I just voted "For" on "Silo Finance STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x354645c337aaf60f8a90ff2846d9e62414b902fae553e30710e58a40bd98b9a9 #Snapshot
- I just voted "Against" on "D2.finance STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x3f43c84a863eb88afd0bc593290cd4bb8a9ce90f8105c15cf1b0252866e3e051 #Snapshot
- I just voted "For" on "Jones DAO STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0xb8798bb81535a45813f55d07fcc030ac003a450b7b8177c16972cd37f60211bc #Snapshot
- I just voted "For" on "iZUMi STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x655b11329d5131abb2b2f5a11bb221f6ab4930358d7d6587e24ab3bc4257ac9c #Snapshot
- I just voted "For" on "Good Entry STIP Proposal - Round 1" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x57989a52325d2e15bfce04d700721605c0cb02504baef73c648d609ce0512c72 #Snapshot
- I just voted "Yes" on "Proposal for Stargate Deployment on Mantle" https://snapshot.org/#/stgdao.eth/proposal/0xafce718ac2c5b42caa1c4a2f355f37bab804600b8f2a897840606df146db3da0 #Snapshot
- I just voted "Yes" on "Stargate New Oracle Configuration: Google Cloud Oracle" https://snapshot.org/#/stgdao.eth/proposal/0x13e489cc2b60e4b57876266b70e15d77d6ac86a23817dffba26043e69e3bf91e #Snapshot
- I just voted on "Stargate New Oracle Configuration: Google Cloud Oracle" https://snapshot.org/#/stgdao.eth/proposal/0x13e489cc2b60e4b57876266b70e15d77d6ac86a23817dffba26043e69e3bf91e #Snapshot
- I just voted "Hiko" on "Domain Allocator Election for the Dev Tooling Domain" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x6a578c12950f9367d2530b0324f06835bf9df5b957adcfe2bce1a240dcc09ae4 #Snapshot
- I just voted "Jeremy" on "Domain Allocator Election for the Gaming Domain" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x399ccb013b49076b1ec98dd48fb088c061d3a1db45b528d8854d59c4dabe2336 #Snapshot
- I just voted "Yes" on "MIP-27: Clarification of $BIT to $MNT migration policy and service" https://snapshot.org/#/bitdao.eth/proposal/0x00625c4f2d9aa9d4efb41ef3d0942194ca2087fae0599deced8b8ed86372c6c2 #Snapshot
- I just voted "Yes" on "MIP-26: [EC Proposal] Treasury Assets in Support of Applications" https://snapshot.org/#/bitdao.eth/proposal/0x26884fce58b66e82fa74735a2e255f76654618278432897f4ca2430702e95dcd #Snapshot
- I just voted "For" on "Time Management in Arbitrum’s Governance" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x5c0cecde14ec0b83c954b47c2d79348ce249019b83894f3938fc80b45e1232da #Snapshot
- I just voted "yes" on "Stargate Foundation 12-month Budget Proposal" https://snapshot.org/#/stgdao.eth/proposal/0x2eff53c9e9f0bf19a98345d1d32103ec0ec859d81978eecacb38db16be33b94b #Snapshot
- I just voted "yes" on "Lower TheAptosBridge Block Confirmations and Add Fees" https://snapshot.org/#/stgdao.eth/proposal/0x3ab405d7d396f0b3bf04b966dd12b06ad5e81d3cf583eda8b890f2d744a98693 #Snapshot
- I just voted "For" on "Proposal: Building the Future of NFTs: The Rarible Protocol - Arbitrum Integration Proposal [REVISED]" https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x66b953a7cf4de9f6de54e6eb87ae291b5cc62f12c7fed68eba91043607883221 #Snapshot
- I just voted "Yes" on "Renewed Liquidity Incentivization Mandate" https://snapshot.org/#/stgdao.eth/proposal/0xe8e92474bbd4ad0aa011cf69ad1873a9e30ab9c431f717e9d859a78fdd799a3a #Snapshot
- I just voted "Yes" on "Deprecate the WOO liquidity pool on Fantom" https://snapshot.org/#/stgdao.eth/proposal/0xc18c4911e19adf4bd54c6ad142bb08bc81fd44dee723e520c511c2a9414d5920 #Snapshot
- I just voted "Yes" on "Beefy provides $OP incentives for STG liquidity." https://snapshot.org/#/stgdao.eth/proposal/0xd6bb6427e285ae4e269ebb9f4d0396808d2de356c654c19877402da4e3e8c44a #Snapshot
- I just voted on "[Community badges] 2nd batch" https://snapshot.org/#/etherscoredao.eth/proposal/0xf826b191370b606016d3b4fc7703ab84722fc57c254780805447d8b6442b18ce #Snapshot
- I just minted Reveel - Introducing V2 using The Box 🟪 on @decentxyz! https://hq.decent.xyz/10/Editions/0x0A7AD1eafE5586787f217F5c57684a4494B0D5a5
- I just minted Bridge to Base, celebrating the start of @BuildOnBase bringing billions of people onchain.
It’s Onchain Summer.
https://onchainsummer.xyz
- I just voted "Yes" on "Re-Enable Fantom Pools" https://snapshot.org/#/stgdao.eth/proposal/0x3cb9430062af89937887e9d359e4765de4f138c6bcea49ee66225a8fa998e97b #Snapshot
- I just voted "Yes" on "Deprecation of METIS Pool on BSC" https://snapshot.org/#/stgdao.eth/proposal/0x85c675f303a69df297e1fdcf6dc2845366a8672362e946150ba4a4d7928cc8ea #Snapshot
- I just voted "Yes" on "Ammendment to SIP#20 - Continued Balance and Rebalancing" https://snapshot.org/#/stgdao.eth/proposal/0x5280241b4ccc9b7c5088e657a714d28fa89bd5305a1ff0abf0736438c446ae98 #Snapshot
- I just voted "yes" on "Fantom Pool Windup" https://snapshot.org/#/stgdao.eth/proposal/0xe485f7c2bb4f7843d4ce353ae82f19dcf017e70e917bad28f70ff8b231b57deb #Snapshot
- I just voted "Option 1 (Only Front)" on "What is the Linea SWAG that you would like to see at upcoming events? " https://snapshot.org/#/linea-build.eth/proposal/0xda4f201a37ea08cf1892418e7b9e88f5687a68dbdc96c3ab22abaa1c7244648e #Snapshot
- I just voted "Optimistic L3" on "Poll by @stani.lens" https://snapshot.org/#/polls.lenster.xyz/proposal/0x103d7bdc9ac970611636ab1be7e15c53fd26ea8193fdd78fd5c0ce57a73cfde1 #snapshotlabs
- I just voted "Yes" on "Velodrome Strategy Update" https://snapshot.org/#/stgdao.eth/proposal/0x6b703b90d3cd1f82f7c176fc2e566a2bb79e8eb6618a568b52a4f29cb2f8d57b #snapshotlabs
- I just voted "Yes" on "Stargate x Galxe: Optimism Ecosystem Growth Grant" https://snapshot.org/#/stgdao.eth/proposal/0xda01dacad76bf6559fcd16cf947f23dd4ee3459e1d08aa6325b17a573733d039 #snapshotlabs
- I just voted "Yes" on "Make Velodrome the STG Hub on Optimism" https://snapshot.org/#/stgdao.eth/proposal/0xf980d6deed62c3d77dd055963724b9d07ea0f383a2142703e5581c8e751b06ad #snapshotlabs
- I just voted "Yes" on "Make Velodrome the STG Hub on Optimism" https://snapshot.org/#/stgdao.eth/proposal/0xf980d6deed62c3d77dd055963724b9d07ea0f383a2142703e5581c8e751b06ad #snapshotlabs
- I just voted "Yes" on "Make Velodrome the STG Hub on Optimism" https://snapshot.org/#/stgdao.eth/proposal/0xd78c441994d140edde34131051113479651c593ab83badebc537a347ba86b705 #snapshotlabs
- Crypto News Weekly Recap #144 📣
— Binance and CZ sued by CFTC over regulatory violations
— Ethereum core devs confirm April 12 date for Shapella upgrade
— Ledger taps null.4 Billion valuation after securing $109M funding
— Circle brings USDC to Cosmos
— Elon Musk and tech execs call for 'pause' on AI development
👉 https://cryptorank.io/news
[Cryptocurrency news aggregation platform with filter and customization abilities | CryptoRank.io](https://cryptorank.io/news)
Real time personalized news aggregator bringing for traders and investors the top crypto news in one simple feed
- Gm!🫶
Your energy is currency.
Spend it well.
Invest it wisely. (c)
Xx
#lens #travel #energy #repost #lenster #exploremore #wanderlust #orb #lensfam
- 🎊200k followers🎊
Sometimes we can't believe what our community has achieved, it exceeds our expectations every time! Thank you #sui community! Together we will build the future of decentralized applications with http://suins.io💜
#SuiNS #SuiNameService #MystenLabs
- Space ID announced an airdrop for early domain holders! 🛰️
People who hold .bnb / .arb domains are eligible for $ID.
@SpaceIDProtocol claiming goes live in two days. Thread 🧵👇
1/6
What is Space ID?
• A Web3 domains marketplace
• They allow people to manage .eth, .bnb, & .arb web3 domains
Think about them as @ensdomains, but for different EVM chains
2/6
What happened? 🪂
• 4 days ago, @SpaceIDProtocol announced a community airdrop for early domain holders.
• Snapshot: Mar 14th / 2pm UTC
(10% of the total supply was airdropped)
3/6
Eligibility Criteria:
• Owning both .arb. & .bnb domains
• Completing a Voyage Campaign
• Setting as primary name
• owning Galaxe OATs
• Domain holding time
• 5+ character domain
• Time to expiry
🔗 Check if you are eligible: space.id/voyage
4/6
Tokenomics:
• Advisors: 7%
• Seed sale: 20%
• Marketing: 13%
• Core team: 15%
• Ecosystem: 10%
• Foundation: 12%
• Strategic sale: 8%
• Community airdrop: 10%
Total Token Supply: 2,000,000,000 ID
(Airdrop tokens: 30% TGE unlock, then 2y cliff vesting)
5/6
Token utility
• $ID is the governance token of SPACE ID.
• With that said, token holders will have a strategic right to vote in DAO to impact the protocol's development.
🔗 Official blog post: blog.space.id/introducing-space-id-token-id-landing-on-binance-launchpad-10abe10779a2
6/6
Claiming and info
• Claiming goes live in 2 days
• The claiming process will be live from March 22nd to April 22nd on BNB Chain (1 month window)
• Launchpad: there will be a Binance launchpad for 5% of supply. I would probably not buy this token.
⚡️
- $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
- This is Lenny
- **The Rise Of UGC 2.0: User Generated Collects**
Everyone has seen the power of User-Generated Content 'UGC' in the age of social media. Here's why UGC 2.0 or 'User-Generated Collects' will be the next evolution of this format unlocked by the blockchain.
I have been posting snippets here on Lenster the last few weeks about these themes as I framed out my article.
Here is the final piece: **https://mirror.xyz/chrissyb.eth/r0SyE9QdvQribykjXvdMqYElGQT8ZFnthV_rUlyNqNk**
#LMCC
Inspired by the following people: @ladidaix, @ryanfox, @bellosights (@levychain), @stani and @azeem.
**Cliff notes:**
In today's one-directional social media interactions, "likes'' are abundant & meaningless when it comes to generating authentic connections or content discovery. Instead of simply liking something, we would rather participate.
UGC 2.0 is not just a new format, it will revolutionize social media by unlocking far-reaching effects on content consumption than its predecessor. Collectable social content will enrich our experiences and create new forms of digital engagement between creators and users alike.
By giving creators and users ownership & control of their content without the impediments of gatekeepers they can leverage it into new opportunities across fandom, community connectivity, curation, data and monetization.
Creators aren’t defined by one platform or medium anymore. The creators, curators and communities of tomorrow will be empowered by data transparency aggregated across the entire social ecosystem without the gatekeepers and centralized databases of today. A more sustainable environment for the long tail and micro-creator to flourish as a result. Indexing less on numbers such as reach and likes, instead providing the tools to focus on quality and depth of relationship and content.
It will also mark the future of brand creation. Changing how brands interact with consumers as active participants in their own social consumption.
This is what @lensprotocol strives for. I hope this piece helps scratch the surface and inspires creators, users and builders to explore the possibilities.