warren (@warren) • Hey
GM
Publications
- 不对低价值的账号补贴gas费用，但是怎么判断一个账户是高价值还是低价值呢？相信这是为了后续公开注册做准备。
- Lens 貌似在区分高质量和低质量账号，低质量账号将需要自己支付gas费用，这是要为接下来的公开注册做准备吗？
- 不要奢望在一个早期市场就看到项目赚大钱，而是应该思考三五年之后，这些项目为什么还会存在？能够变成多大的规模。
- 台海发生冲突不符合任何人的利益，但是为什么台海现在处在危机当中。都是在试探双方底线。
https://twitter.com/usa_china_talk/status/1646084491692191745?s=46
- 为什么我感觉trust wallet 贼难用?
https://twitter.com/jack_xiong137/status/1646075791657283584?s=46
- 期待看到更多的app 和lens 集成，共同创建web3的social layer
https://twitter.com/metaworklabs/status/1646086735640805378?s=46
- Web3的打开方式只能是通过生态发展的方式进行，不这样构建的话，根本不能够真正最大程度发挥区块链的优势。
- 未来的互联网和社交平台很大概率都是全民所有制的，也就是去中心化的。让所有用户都可以参与价值的创造，同时还能分享利益。
- Learning Buffett Munger's investment philosophy taught me a lot, and they led me into the investment industry. The concept of value investment is not only the cognition of investment, they also showed me what a correct value outlook on life and wealth looks like. I benefit from this forever.
- 学习巴菲特芒格的投资理念让我懂得了很多东西，是他们引领了我进入投资行业。价值投资理念不光是对于投资方面的认知，他们还顺带着给我展现了一个正确的价值观人生观财富观是怎样的。我永远受益于此。
- BREAKING: Coinbase receives notice from the SEC
#bytes
- Meta is ending NFT support on Instagram
Meta is ending NFT support on Instagram after just recently rolling this out
- 如果这个比率比较高，说明了协议的投入产出比不高，或者说整体估值比较高。反之，则说明协议的投入产出比较高，或者说整体的估值性价比较高。这里的高和不高没有统一的标准或者判断的依据，只是一种横向比较的工具。
- 如果从补贴金额和收入金额的比例来看，rocketpool全年补贴网络的比率是5%，按照9亿美金计算，通胀金额达到4500万美元，补贴金额和收入金额的比例是17.6:1，也许我们对不同项目的估值应该从这个角度出发？
- 目前rETH的存量是20万左右，按照6%的质押综合收益率，以及15%的佣金率计算，全年的佣金收入是1500ETH，按照1700美元计算，则年化收入是255万美金。
- livepeer的市值是2亿美金，thegraph的市值是16亿美金。二者收入水平thegraph比livepeer稍多一点，但是多出的金额不大。
- thegraph的补贴金额大幅超过livepeer的补贴金额，而二者收入水平相当。这是否意味着thegraph的估值要远高于livepeer？
- Since some people have been wl for @lensprotocol.lens at NFT Paris, what about creating a community on @orbapp.lens to connect with NFT Paris community 🔥
wl info : https://twitter.com/LensProtocol/status/1630573876165083136
- GM World! 🫶🏻🤩☕️☀️
Do you want a story and a clean sky to see how clear and brilliant your future will be?
Take the sky from the picture and the story from here: https://lenster.xyz/posts/0xd3a4-0x027b
PS: it’s a @wav3s.lens post! Hurry up!
- 🙋♂️✌ Here is another of my songs,
"They didnt mean to hurt you, but they know when they are being hurt."
That's the sense of this song called "Tous ceux" (All of them)
🙏🤍
- Let's build the future of web3 social at Eth Denver, with $25K in prizes up for grabs!
Register here https://app.buidlbox.io/guidl/lens-protocol
**Our bounties:**
***Best Lens Apps***
🥇 1st Prize - $7,000
🥈 2nd Prize - $5,000
🥉 3rd Prize - $3,000
***Integrations***
🏆 10 best Lens integrations - null,000 each
🤿 Dive into the Lens Social Graph with the new BigQuery public dataset, and think about creating a machine learning or data analytics tool for devs and creators to better understand their audience https://docs.lens.xyz/docs/public-big-query
🤍 Build new social experiences with mental health in mind, increase self-awareness of social media consumption, or improve the experience of collecting content.
🎶 Think how Token-gated drops on social media could help to empower both fans and artists, you could create a music experience helping collectors find new music.
🌆 Think about events and how people could network at conferences through Lens, consider the value of a person's attendance history, and imagine a world where tickets can be collected posts.
🎨 Explore ways to make content creation seamless for the Lens community. Build tools that empower content creators, and offer them unique features to take their content to the next level
🤝 Noodle on the idea of more brands entering web3, and think about ways to create a loyalty program for them on Lens and enable purchasing with a crypto wallet.
🫡 With more and more DAOs being created, explore how they could integrate token-gated voting or delegate profile actions to other wallets
Explore our new Lens Widgets, and integrate follow, share, and sign-in with Lens into your project or existing web3 front-end. https://github.com/lens-protocol/lens-widgets
Dev Docs https://docs.lens.xyz/docs
Hackathon Guide https://lens.xyz/hackathons
Keep this Lens integrations doc handy as it has some useful tutorials featured to help https://docs.lens.xyz/docs/integrating-lens
👩💻 Lens SDK details here 👉 https://github.com/lens-protocol/lens-sdk
📱 React Native Lens UI Kit (for mobile devs) https://github.com/lens-protocol/react-native-lens-ui-kit
🤝 Join our Lens Discord community to meet others building on Lens https://discord.gg/lensprotocol
Good luck, the team will be at our booth in MetaLand. Come show us what you are building to get some rare swag!
- Some exciting algos would love to see is bot detection, reputation score, image search, content recommendations, collect recommendations, who to follow by using follow graphs, content text and tags 👀
___
Quoting @lensprotocol :
Lens BigQuery Public Dataset is Live 🔍
Read more about unlocking new possibilities in our blog
https://mirror.xyz/lensprotocol.eth/L-VyE549sOOdi4nBgos6XNAUgf3H1oErfkAtndU6RHY
Learn how it works in ...
- The home furnishing business is an extension of the shell brokerage business, but the market is huge. If it is done well, another shell will be created. This is very similar to Meituan’s grocery shopping business derived from its food delivery business.
- According to the performance in the third quarter of this year, if the real estate market picks up in 2023, it will be easy for Beike to earn a net profit of 10 billion yuan. The current market value is 150 billion Hong Kong dollars, and the expected price-earnings ratio in 2023 is about 10-15 times.
- For companies that have done a lot of cost reduction work in 2022, if their performance resumes growth in 2023, the growth rate of net profit will be significantly faster than the growth of revenue. Then pull the valuation back to normal levels.
- Regardless of new houses or second-hand houses, the year-on-year growth rates of the total transaction volume of Keike in Q1-Q3 of 2022 are -45.2%, -47.6%, and -11.3%, respectively. The data in the third quarter shows a strong recovery trend.
- If the sales of new houses stabilize and rise, it means that consumers are no longer afraid of the risk of failure to hand over new houses, because they see that the country is vigorously promoting the policy of guaranteed handover. And we haven't seen any cases where houses cannot be handed over on a large scale.
- New houses still maintained a relatively large year-on-year decline (Beike Q3, a year-on-year decrease of 36%), which shows that people who just need to buy second-hand houses are afraid that new houses cannot be delivered.
- After reading the third quarter report of My Love My Home, I also said that the second-hand brokerage GTV from the direct sales business system in the third quarter increased by 19.6% from the second quarter.
- The transaction volume of second-hand housing in Keike rebounded strongly in the third quarter, with the transaction value increasing by 18.7% year-on-year and 14% month-on-month;
- gm Phaver 🫡
- GM, my fren