Omid (@omidrezaei) • Hey

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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 👏👏👏
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Ir Sais
Create funny and dank Lens memes. We’ll mirror and highlight our favorites. We are running a competition on @memester-xyz.lens! Go to https://memester.xyz to submit your entry!
$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 ARB (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
Find us at ETH Denver
صبح بخیر دوستان الان که دوباره هایپ لنز هست، چندتا نکته رو لازمه که بگم، حتما سعی کنید همدیگه رو فالو کنید، هرروز یه پست بزنید، پست های همدیگه رو کالکت کنید. اکانت های اصلی لنز رو هم اینجا فالو داشته باشید. یادتون نره که این پیام رو هم میرور کنید 🫡
**A Reflective Lens** For December 2022 I'm going to post a daily photo from my archive and try to reflect on it a little bit. At the end of the month we'll see if this has led anywhere. I'm hopeful it will. **5:48am to 6am — Ariake to Daiba** The first photo of this series is from the Tokyo 2020 Summer Olympics, which of course was held in 2021. I had seen Tokyo a few times before but never like this. New York had opened back up, life was returning to normal, but Japan was still very conservative regarding COVID and safety protocols. It was brutally hot every day, it felt unfair we had to wear a mask, but this commute I had for 5 of the 6 weeks was exactly 12 minutes of a peaceful space for reflection and mental preparation. This particular stretch of track teased us with a glimpse of a city we could not touch. The first two weeks of work we had to remain on Odaiba, quarantined on an island in the bay. Fifteen days of clean COVID tests would provide us our ticket, figuratively and literally, to the rest of the city. I was one of a handful of people allowed into a country which remained closed for 2.5 years, during an event even fewer got to see first hand. I am eternally grateful for my circumstances and to the people of Japan. *1 WMATIC* *50% REFERRAL* *MUST FOLLOW* *3 EDITIONS* @creators.lens @photographers.lens #LMCC #PHOTOGRAPHY #PHOTOADAY #TOKYO #JAPAN #SONYA7III #COMMUTE #OLYMPICS #ODAIBA #TOKYOTOWER #RAINBOWBRIDGE #AREFLECTIVELENS #ARIAKE #DAIBA
Homie said he unironically likes how slow Miami traffic is