wrapper (@wrapper) • Hey
wrapper.lens
Publications
- eip6969提议把一部分gas费用返还给智能合约的开发者,我想这是一个很好的idea,一个超级应用生态需要有大量的开发者进行开发和建设,如果有gas的激励,开发者数量将会暴增,协议数量也会暴增。gas费用可能会永久维持在高位,至少layer1的gas费用将会是如此。以太坊的目标并不是降低gas费用,而是在保持去中心化水平的情况下,提高tps并且实现单笔交易的成本最小化,但这并不意味着layer1的gas费用会很低。也许未来layer1的gas费用会越来越高。
- eip6969提议把一部分gas费用返还给智能合约的开发者,我想这是一个很好的idea,一个超级应用生态需要有大量的开发者进行开发和建设,如果有gas的激励,开发者数量将会暴增,协议数量也会暴增。gas费用可能会永久维持在高位,至少layer1的gas费用将会是如此。以太坊的目标并不是降低gas费用,而是在保持去中心化水平的情况下,提高tps并且实现单笔交易的成本最小化,但这并不意味着layer1的gas费用会很低。也许未来layer1的gas费用会越来越高。
- At present, the most noteworthy projects are lens protocol and eigenlayer. One has been on the mainnet for nearly a year, but it is still in the closed beta stage; the other is currently in the testnet stage, and the mainnet is expected to be launched soon.
Why pay attention to these two projects, the logic is interlinked. They all have the potential to become a super application ecology, and they are all leading projects on the track, namely the two tracks of web3 social and restaking.
The common feature of these two tracks is that the potential scale is large enough to make very large projects. The scale mentioned here refers to the user scale and TVL scale respectively. For Lens, it means that its potential user scale can reach billions; for EigenLayer, its TVL can reach hundreds of billions in the long run. The level is even higher.
They are not terminal products themselves, they abstract the common needs of the industry more, lens abstracts the social graph and makes it a separate infrastructure for all developers to use; eigenlayer abstracts the security layer separately, and various Projects can use it to outsource the consensus layer, improving overall security while greatly reducing security expenditures.
These two projects will become super application ecology in the future, and have a very strong network effect. This network effect will eventually make them strong and strong, becoming the strongest participant in their field.
- 目前最值得关注的项目分别是lens protocol和eigenlayer,一个已经主网上线将近一年时间,不过还处在封闭测试阶段;另外一个现在是测试网阶段,预计也很快主网上线。
为什么关注这两个项目,逻辑是相通的。它们都有可能变成超级应用生态,而且他们都是赛道的龙头项目,分别是web3 social和restaking这两个赛道。
这两个赛道的共同特点是潜在规模足够大,可以做成非常庞大的项目。这里所说的规模,分别指的是用户规模和tvl规模,对于lens来说,自然是说它的潜在用户规模可以做到十亿级别;对于eigenlayer来说,它的tvl长期可以做到千亿级别甚至更高。
他们本身都不是终端产品,他们更多的是把行业的共性需求进行了抽象,lens把社交图谱抽象出来单独做成一个基础设施,供所有开发者使用;eigenlayer把安全层单独抽象出来,各种项目可以基于它来外包共识层,在大幅降低安全支出的同时提高整体安全性。
这两个项目未来都会成为超级应用生态,并且拥有非常强大的网络效应。这种网络效应最后会使得他们强者恒强,成为自己所在领域的最强参与者。
- What is Lens? (Nir from Yup App)
What is Lens? ( @nirnir.lens from @yup_io.lens )
This is a quick clip from a full length interview with Nir which can be found here: https://lenstube.xyz/watch/0x011f55-0x0ef7
#lens #lenstube #interview #podcast
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If you liked this content, please consider giving a like, mirror (retweet) and follow this channel at @chriscomrie.lens :) #LMCC
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If you like this video you might also like other popular ones like:
ULTIMATE BEGINNERS GUIDE LENS PROTOCOL https://lenstube.xyz/watch/0x011f55-0x05d7
NEW TREND FOR CREATORS TO 💰 MONETIZE COMMUNITY https://lenstube.xyz/watch/0x011f55-0x0752
MUSEUM OF LENS🌿 - MOLENS- EXPLAINED https://lenstube.xyz/watch/0x011f55-0x04f5
- Thrifting Haul for Music Video Outfits
With all this new innovation and tech lets remember ..sustainability is important! All of these outfits were thrifted for future music videos and cost me 14$ TOTAL
- GM 💕
I hope you guys are ready to learn more about virtual fabric creation via Substance Designer cause here we go ⬇️⬇️⬇️
#fashion #digitalfashion #materials #3d #3dart #design
- We need a web3 version of HER
#bytes
- #happy #ocean #sky #nature #girl #woman
- Demystifying DAO Tooling with Anthony from Seed Club Ventures
Seed Club Ventures has recently announced its $25M fund, and we had the pleasure to talk to @antari.lens , the co-founder of SCV. We have discussed the following:
- SCV's investment strategy
- How are web3 orgs better than traditional companies
- DAO tooling is not that scary
- Issues DAOs are currently facing
- What does Seed Club Ventures look for in teams they back
- Advice for genZ on how to break into VC
This pod is only collectable by followers of The Symmetrical
- Golden Hour (lyric video)
“Golden Hour”, the first single from my forthcoming EP “Play This At Sunset” is now live on @decentxyz.lens (subscribe to collect)
If you’ve been on the same planet as I have, then I’m certain that times have been rough for you as well in some way.
I hope that this song can serve as encouragement for us both, to pull ourselves up.
I released this song as a crowd fund going to help me make it to my artist residency at @creatorcabins.lens and the support has been amazing.
I am going to make good on all of the support and love I’ve been shown by going as hard as possible starting with pushing this song and message to as many people as I can.
Read more here: https://hq.decent.xyz/137/Editions/0xC6FeCF72687baA1dC1584d0Af26227858895D38c
- There are very few companies and projects that really have structural advantages, and most projects can only achieve local advantages, and there is no way to achieve structural advantages. So, when we realize this, our investment options are drastically reduced because our standards for betting are high. That's why, we don't need many tokens, because more tokens will lower the quality of the whole portfolio.
- 真正具有结构性优势的企业和项目是极少极少的,大部分项目都只能做到局部优势,而没有办法做到结构性优势。所以,当我们认识到这一点的时候,我们的投资选择就会急剧减少,因为我们下注的标准很高。这就是为什么,我们不需要很多标的的原因,因为更多的标的将会拉低整个组合的质量。
- The essence of structural differentiation is to establish a high barrier to competition, which is systemic rather than locally optimized. The structural differentiation I see is to establish a super strong network effect to reject competitors, or to achieve a strong connection between users and products by optimizing the user group, making the transfer cost of users very high and the willingness to transfer is very high.
- 结构性的差异化的本质是建立一个很高的竞争壁垒,这个壁垒是系统性的,而不是局部优化的。我所看到的结构性的差异化就是建立超强的网络效应来拒止竞争者,或者通过优化用户群体来实现用户和产品之间的强连接,使得用户的转移成本很高,转移意愿很低。
- It is very difficult to continue to produce differentiated products, because competitors have a strong ability to imitate. If you don't iterate and innovate fast enough, you will be surpassed very quickly. Therefore, this differentiation is not really a long-term differentiation. We need to pursue structural differentiation, which can last for a long time and make it difficult for competitors to imitate and surpass.
- 要想持续做出差异化产品的难度是非常高的,因为竞争对手的模仿能力是很强的。如果你的迭代和创新速度不够快就很快会被超越。因此,这种差异化并不是真正的长期的差异化。我们需要追求结构性的差异化,这种差异化可以延续很长时间,并且让竞争对手难以模仿和超越。
- Whats the point of websites like Forbes where ads take half of the readers screen, multiple popups from data consent to subcription popups and glitchy scrolling due to loading video ads? No wonder internet feels broken.
- The press conference of the Comprehensive Team of the Joint Prevention and Control Mechanism of the State Council released many positive signals today, which is also a response to the protests in various places over the weekend. The market also responded positively this afternoon, and the Hang Seng Index rose sharply.
- 现在市场的关注点是:公司大概率又没有分红,有老千嫌疑;公司是否有回购可转债的能力,是否存在违约风险。其实这两个问题是连在一起的,不分红是因为要偿还可转债,这逻辑毫无问题。如果分红,那么就需要通过新增银行借款来偿还可转债,对于一个拥有丰沛现金流的资产来说,新增银行借款根本就不是难事,也就是说,无论如何,公司不存在违约风险。
- 宇华教育的20.9亿港币可转债在2019年12月27日发行完成,根据条款,2022年12月27日债券持有人有权要求公司按照面值回购。2021年末期公司开始暂停分红,预计2022年也是暂停分红,然后就有资金偿还可转债了。
- The reason why Wilson's idealistic diplomatic concept has strong vitality is that it fits the American thinking mode and ideology, and the American pursuit of democracy. And Wilson integrated the concept of diplomacy with this democratic social consensus, which resonated among the people, so it has sustained power. Therefore, when the United States implements foreign policy, there are two sets of logic: 1. Democracy and freedom; 2. National interests. The so-called double standard means that on the surface it promotes its own values of democracy and freedom, but in essence it is interference in the internal affairs of other countries, and such interference is in the national interest of the United States.