consultant (@consultant) • Hey
world computer
Publications
- eigenlayer主网上线的时间可能快于我的预期，它准备分阶段主网上线，现在正在征集early restaker，我填了表格。但是目前看起来，early restaker并没有什么特别的优势，但行好事莫问前程。
https://twitter.com/eigenlayer/status/1653114316831469570?s=20
- According to the development roadmap of Ethereum, a large number of projects in the future will be built on layer2 or even layer3. Regardless of whether it is optimistic rollup or zkrollup, you will eventually need to pay taxes to Ethereum, and this tax is the gas fee. And this tax is floating and will rise as your usage increases. This taxation mechanism is a mechanism that follows the market. The abundance of ecological projects will increase the income of Ethereum, and these incomes will make eth more valuable. People will gradually adopt eth as the common world currency in the future web3 world.
https://twitter.com/divine_economy/status/1646334428090703872?s=20
- 按照以太坊的发展路线图，未来大量项目会构建在layer2之上，甚至layer3之上。不管是optimistic rollup还是zkrollup，最终都需要给以太坊交税，这个税就是gas费用。而且这个税是浮动的，会随着你使用量的上升而上升。这个税收机制是随行就市的机制。生态项目的丰富会让以太坊的收入越高，这些收入都将会让eth变得更加有价值。人们将会逐渐采用eth作为未来web3世界的通用世界货币。
- 越来越多的创作者正在考虑登陆lens，如果不是因为lens profile没有办法mint，现在早就有很多创作者在lens上发布内容了。
https://twitter.com/mynameisheno/status/1643067203670130688?s=20
- 这些项目即将登陆zksync era，可以使用的项目数量越来越多了。
https://twitter.com/yutiancoin/status/1642826954343874560?s=20
- zksync的生态也在不断繁荣和增长的过程中，现在可能是使用这个L2的好时候，要等到gas费用更低的时候。
- EIP4844正在路上，取款升级完成之后就是EIP4844,期待带来真正意义上的L2生态大爆发。
[terence.eth on Twitter](https://twitter.com/terencechain/status/1642938324938805249)
“EIP4844 call notes from this morning 🐡👇🧵”
- lens毫无疑问将会吸引越来越多的注意力，注意现在还处在封闭测试阶段哦，如果开放注册将会造成盛况空前。
[Stani.lens (🌿,👻) on Twitter](https://twitter.com/StaniKulechov/status/1642990831463280647)
“Lens, the fashion protocol ✨”
- 很多时候不是我们做对或者做错什么，我们都只是恰巧生活在了那个时代，获得了时代的红利，或者成为了时代的燃料。
[gafish on Twitter](https://twitter.com/im_gafish/status/1642844015778476033)
“如果只告诉你今年有1000万毕业生，可能你没什么太大感觉，但把数据摆成20年的对比，你会不会觉得自己很幸运，在那个只有不到500万毕业生的年代，你毕业了”
- 各国将会意识到，chatGPT对权力结构都会造成影响。
[外汇交易员 on Twitter](https://twitter.com/myfxtrader/status/1642876356177575936)
“德国数据保护专员凯尔伯说，原则上，德国也能在必要情况下屏蔽 #ChatGPT。凯尔伯在接受德国商报采访的时候表示，德国可能会效仿意大利的做法，以数据安全问题为由对Chat-GPT实施禁令。德国已要求意大利提供有关其临时禁令的更多信息。
原则上可能，且属于国家管辖范围，但没有提供采取此类行动的计划。”
- 经济和科技全面施压
[日经中文网 on Twitter](https://twitter.com/rijingzhongwen/status/1642758072996093956)
“【美提议如中国施加经济压力，G7将联合加关税】美国已通过事务级磋商要求G7共同应对中国的经济威胁。呼吁将之列为G7峰会的主要议题……
https://t.co/KoqdsvsVJD”
- 这个价值观和我不谋而合，作为投资者，我们应该投资于真正去中心化和拥有活跃社区的项目。其实这两方面是一体两面，如果真正去中心化。社区大概率会活跃，因为参与者众。
[Brave2049 on Twitter](https://twitter.com/Brave2049/status/1642873561948758016)
“施展教授对区块链、元宇宙的理解还是很准确的，有几篇文章的观点我都比较赞同，在基地内部学习小组贴了一下。
其中一篇文章的题目就是《价值观决定区块链的生死》，而这几天的讨论又有多少人认为去中心化 & 社区不重要？
没有技术上的去中心化和自下而上的社区，这样的项目就是伪区块链，没未来的。”
- 刷zksync的钱包地址太多了，要考虑换一种策略，那就是要做高价值策略。其实通过argent钱包来做就是一种高价值策略。
[Antoine | sparenberg.eth 人- Duo #4848 on Twitter](https://twitter.com/asparenb/status/1642863974835159042)
“Hello there @zksync ! Time for a new Era 🌄”
- 芬兰就这么快就加入了北约，俄罗斯只能干瞪眼。
- 撸毛本质上是需要耐心持续的，不过之前努力过的交互其实也是管用的。
- buttrfly用起来非常丝滑，跟web2的产品没有明显区别，但是内容是上链的，社交关系也属于用户自己，没有人可以拿走自己的profile。这非常强大，我确信如果底层的区块链可以实现扩展，web3 social是不可阻挡的。
- Eigenlayer如果可以吸引到各种优质的项目，基于eigenlayer进行开发，那么eigenlayer将会变成非常巨大的协议。将会成为超级生态项目。
- What do Lensians think about EigenLayer? Seems kind of a way to bring better Cosmos ecosystem type of a solution on Ethereum
- yup是：
一个让用户在不同的网站上评价和分享内容，并赚取加密货币的平台。一个集成了Twitter、Farcaster、Lens、NFTs等多种功能的应用，让用户可以在一个地方看到他们感兴趣的内容。一个由一群年轻的创业者和开发者创建和运营的项目，他们希望用Web3技术改变互联网的社交生态。
现在可以进入白名单：
Join the waitlist at http://mobile.yup.io
- 杀不死我的，终将让我更加强大
————crypto
- 之前大火了几天的damus，估计现在都没几个人登录了吧。damus没有发行代币的预期，本质上也不是一个区块链的项目，它属于去中心化的项目，但是不是利用区块链技术实现的。而且也没有对内容进行NFT化，也就是可交易化，或者称之为金融化。
- 绝大多数人还不认为lens profile会具有很高的价值，因为的确现在除了空投价值以外，还没看到真真的价值基础，但这是因为现在还处在早期阶段，lens的未来是不明朗的。但是基于lens的团队、定位、产品架构和生态发展，我们可以预见未来的生态大爆发是指日可待的。
- 当时在arbitrum上做了几笔交易，然后就扔在那里不管了，然后前几天查了一下，竟然有一千多的空投代币额度，太爱crypto了。交互得早，做一个真正的用户将会得到奖励。
- 🚨💙 BREAKING NEWS 💙🚨
One week to go until we start minting the first PFPs from the Smurfs' Legendary Collection! 🎉
Up first is the Hacker Smurf auction with just 25 PFPs up for grabs 🙌
Then the following week, 3000 PFPs will be available during the bucket auction.
Bucket auctions allow the market to decide the mint price 📈
During the auction, a single price, known as the clearing price (CP), is calculated based on the bids and the FT supply 🪙
Everyone who bids above the CP wins and is automatically refunded what they bid above the CP.
The bucket auction includes the 200 Smurf characters that were available during the gamification phase 🎮
However, the auction will be blind so you won’t know which Smurf you’ll get until after the auction.
Meaning anyone could end up with the ultra-rare characters! 🍀
Check our Wiki for more details and up-to-date information on the different auctions and sales.
https://thesmurfssociety.gitbook.io/the-smurfs-society/general-information/collection-sale-and-reveal
- Gm Lens Fam! 🌞
Remember, every day is a new opportunity to create something amazing. 🌱
- Officially announcing that I will be dropping new music every Wednesday, with snippets on Mondays.
This is something I want to try, and I couldn't do it without all of you who support, so thank you so much for all the love, kind words, likes, mirrors, comments, messages, and just every second spent interacting..it means everything <3
This a different snippet of a song I already introduced before, let me know if you're excited about this one ;)
Produced Mixed and written by me,
Dropping Wednesday <3
-Flav.io
- SSV的价值是支撑是什么？我理解SSV更多是面向B端的，而不是C端，而LSD协议是面向C端的。为什么？SSV最重要的创新就是运用了DVT技术进行staking，更加安全。但是并没有给staked ETH提供流动性，这在流动性为王的crypto世界是最没有竞争优势的，最后绝大部分的ETH都将会通过LSD协议进行质押。
- 未来最有价值的协议代币是协议的收入为零，但是代币持有人/质押人的收益率很高的项目。
- 价值投资在股票领域本身就不多，在crypto就更少了。所以我看到很多人根本不在意所谓的自由现金流问题。在crypto，自由现金流对应的是良好的价值捕获机制和能力。
- 价值是什么？其实币圈的价值和股票的价值是具有共性的。价值来源于未来持续的自由现金流，币圈可以做到长期可持续的自由现金流的项目其实是很少的，尤其是现在还处在早期阶段，很多领域还看不到清晰的未来。
- 我们需要做的是尽量保证我们的认知是对的，我们所选择的标的是具有长期投资价值的。在crypto，我们需要明确到底价值来源于何处？什么是价值。
- 在币圈投资，我们必须要形成自己的投资逻辑，才不至于被价格和各种各样的噪音所影响。追求真正的长期投资价值，对于早期项目而言，是赚取超额收益的关键。而不是追涨杀跌和追逐热点。
- 这套方法论让我觉得在逻辑上形成了自洽，虽然对很多东西仍然是不清楚的，但是利用这套方法论我可以很快筛选项目，大部分项目都在第一轮初筛的时候就被过滤掉了，剩下的项目我再好好看看。我想这种方式是非常高效的。
- 因为没有稳定的工资收入，每一分钱都要靠自己的努力来赚取。这是压力也是动力，让我每天都保持学习的心态，在行动上也是如此，我不断学习。以求成为更好的投资者，我花了很多时间在crypto的研究上，通过自己的努力，形成了自己的一套研究方法论。
- Post epic pictures from ETHDenver and set a small collect fee, lets start collectoooring memories
- 💚💚Our community made these wonderful telegram @lensprotocol.lens stickers, thank you friends!
Who wants to have these stickers - welcome to our chat
https://t.me/lensprotocolruchat
- met the Orb team in Denver
- Dumpling repped hard by @stepho.lens 🥟
- Warning; long, music-tech related post ahead!🤓 🎛️(Let’s see how the @orbapp.lens AI does with the summary).
Next week I’m heading to Northern California to work on a studio project with my longtime friend. We’ve worked on some studio builds in the past, but this one is special - it will be solar powered, located in a forest, and built inside a shipping container!🌞
He asked about the possibility of scaling down his system to one single computer. He composes in Logic Pro and mixes in Pro Tools, and previously each DAW had its own separate machine. But given the space constraint of the shipping container, he wants to run everything on one computer.
So, I’m testing a workflow with my latest piece of music to see if I can use Logic Pro to compose, and Pro Tools to mix. The new Pro Tools Bridge software allows me to route up to 64 virtual inputs and outputs between applications. I currently have about 24 channels of audio passing from Logic to PT, and plan to push it as far as my CPU will allow!💥
It’s cool to see both applications functioning at the same time (screenshot below)! The main challenge is finding stability with audio clocking - I found that a low audio buffer introduced clocking errors. I also found that if my computer GPU is being pushed (ie. too many windows open) the audio starts to glitch. I’ve solved this temporarily by using a higher buffer size, and minimizing open windows during playback or recording.
If it doesn’t end up being a workable solution, the other plan is to use audio over IP with two separate computers. But hardware for Dante or AVB can get expensive, and takes up space. The centrepiece of the studio will be an Avid S3 console, so there is an option to create an AVB network and distribute audio between two computers that way. It would just require an AVB switch and another AVB interface.
One way or another, I’ll be posting updates on #Lens when I’m out there, so you can follow along with how things are progressing.
In the meantime… music producers and audio engineers of Lens: let me know if you’ve had any success working with virtual IO or audio over IP protocols. I’d love to hear your thoughts!
#MusicNFTs #MusicProducers #MusicTechnology #AudioEngineers @campfirexyz.lens @futuresurf.lens
- **Twitter vs. Lenster Engagement Numbers**
I created a similar post of an orchestral rehearsal video yesterday on both platforms.
On Twitter I included an outside link and on my Lenster post I was able to give a more in-depth explanation of the music.
Guess which platform had better engagement? There's really no comparison!!
Twitter followers - 3,415
Lens followers - 4,061
Twitter comments - 1
Lenster comments - 59
Twitter retweets - 8
Lenster mirrors - 105!
Twitter likes - 17
Lenster likes - 219 and 3 collects ✨
- Honestly there is going to be 30k people here so you don't miss much, I personally prefer smaller events
- According to the research data of China National Finance Securities, as of the first half of 2022, Meituan Optimal’s community group buying market share will reach 38%, second only to Duoduomaicai’s 45%. By November, the proportion of the two will theoretically exceed 90%.
- 根据国金证券研究数据，截至2022年上半年，美团优选的社区团购市场份额达到38%，仅次于多多买菜的45%。到11月，两者的占比理论上会超过90%。
- Most of Meituan's new business is self-operated business, which is classified as other services and sales, and the proportion of commission income is relatively small. The new business will experience losses and investments for a relatively long period of time before it can make a profit, and there is great uncertainty in future profitability. But once it is completed, it will be a qualitative leap in the long-term value of Meituan.
- 美团新业务绝大部分都是自营业务，归类为其他服务及销售，佣金收入占比比较小。新业务将会经历比较长时间的亏损和投入，然后才可能盈利，未来盈利能力存在很大不确定性。但一旦做成，对美团长期价值而言就是质的飞跃。
- The valuation method of Meituan should be to separate the valuation of the core local business and the new business. The profit model of the core local business is clear and the profitability can be tested. Different new businesses have different development rhythms and different future prospects, so the valuation The difficulty is great.
- 美团的估值方法应该是核心本地商业和新业务分开估值，核心本地商业的盈利模式清晰，盈利能力有数据可考；不同的新业务发展节奏不一，未来前景不一，所以估值的难度很大。
- If there is no new business investment, it is believed that Meituan's cash flow from operating activities will exceed the net profit of the core local business, because it can occupy upstream and downstream funds. But the new business is the future of Meituan, which determines the ceiling of Meituan's future.
- 如果没有新业务投入，相信美团的经营活动现金流要超过核心本地商业的净利润，因为其可以占用上下游款项。但新业务是美团的明天，决定了美团未来的天花板在哪里。
- From 2019 to 2021, the net cash flow from operating activities of Meituan will be 5.6 billion yuan, 8.5 billion yuan and -4 billion yuan respectively, and the net cash flow from operating activities in Q1-Q3 in 2022 will be -11.3 billion yuan and 9.2 billion yuan respectively RMB 9.4 billion, and has achieved substantial positive cash flow in two quarters. The amount of cash flow depends on the pace of new business investment, and financial data are the result of business development.