reseven (@reseven) • Hey
reseven (@reseven) • Hey
Publications
- https://shuffle.com/zh
- I just voted "Yes" on "A.P.D. - mETH Request" https://snapshot.org/#/stgdao.eth/proposal/0x808c1dc3ea8086552e764f7a4b2763cbc1aace2492c51c8a94c65e5e71cd35d0 #Snapshot
- I just voted "For" on "[GP15] Galxe KOL Network 2024 Budget Proposal" https://snapshot.org/#/gal.eth/proposal/0x910f7c9ac4e9f52d10f067844a93f36f51b615931fa3720407494b4eb6c60be4 #Snapshot
- I just voted "yes" on "Proposal to Approve Stargate Deployment on Scroll" https://snapshot.org/#/stgdao.eth/proposal/0x1a1199e257551beac23b21fdba98f6efba2773a52135ad848fc6ad5b22b5d627 #Snapshot
- I just voted "Abstain" on "AIP-314: Beyond the NFT: NFT Lab Magazine's Plan for Empowering ApeCoin's Global Community" https://snapshot.org/#/mocana.eth/proposal/0x7c095d184d4153d32fb6222614a070df0c050ade1bc3a9a495343e649ea26b60 #Snapshot
- I just voted "yes" on "Stargate Foundation 12-month Budget Proposal" https://snapshot.org/#/stgdao.eth/proposal/0x2eff53c9e9f0bf19a98345d1d32103ec0ec859d81978eecacb38db16be33b94b #Snapshot
- I reached 1000 followers today 🥳
To celebrate this, We'll give 10 of my followers @lenspostxyz.lens WL ✨ Your Web3 Social Studio ✨
All you need to do is
✔︎ Follow me
✔︎ Follow Lenspost
✔︎ Collect this post
I love all of my frens 💞🌸
- I just voted "Yes" on "[Temperature Check] Deploy Friendly Fork of Uniswap V3; ZERO Protocol on Polygon zkEVM" https://snapshot.org/#/uniswap/proposal/0x011e2297060cd82da866185392a54f506118cbece76c88c1e2a02fac4cd75893 #Snapshot
- Just embarked on a new adventure – hiking through the breathtaking mountains! The fresh air and stunning views are invigorating. Can't wait to see what awaits on this journey.
- Amidst global challenges, let's remember the power of unity and collaboration. Together, we can overcome anything. 🌍🤝 #UnityInDiversity
在全球面临挑战之际,让我们铭记团结与合作的力量。共同努力,我们可以战胜一切。 🌍🤝 #多样性中的团结
- I just voted "Yes" on "Deprecate the WOO liquidity pool on Fantom" https://snapshot.org/#/stgdao.eth/proposal/0xc18c4911e19adf4bd54c6ad142bb08bc81fd44dee723e520c511c2a9414d5920 #Snapshot
- 全球气候问题
- Ethereum News - 4th July 2023 📰
ERC-7265 circuit breaker ⚡
Nouns DAO audit contest 🔎
Alchemy AA APIs 🛠️
Rocket Pool 3k NOs 🚀
Read more: https://ethdaily.io/672/
- gm~
- gm XTREME
- so cool
- I just voted "需要自动质押功能" on "猫卡要不要新增自动质押功能?" https://snapshot.org/#/lasercatspace.eth/proposal/0x03893e70452eea34d8b8efbd4e4fa3aec18a96a02f1a086d522b77a06b6010cb #snapshotlabs
- go home
- https://www.azuki.com/vegas
- https://www.superful.xyz/the-yearbook-club-x-lasercat
mint it?
- https://lenster.xyz/gitcoin
Let's make #Lenster a success together
https://lenster.xyz/gitcoin
#lensfit
- gm @lenster 🌸 fam!
We are excited to announce that our @gitcoin.lens Beta Round for Lenster is live until May 9th. Your support and donations will help us continue to develop and improve our platform. Thank you for your generosity and for being a part of our community.
Let's make #Lenster a success together 💪
https://lenster.xyz/gitcoin
- https://explorer.gitcoin.co/#/round/1/0x12bb5bbbfe596dbc489d209299b8302c3300fa40/0x12bb5bbbfe596dbc489d209299b8302c3300fa40-9
- lens操作要支付gas的是自动判定为低质量帐号了
- https://twitter.com/themuppethshow
- yesterday
- gm
- You will want to go post -> content uri -> media element in json -> save from url.
So for example, for this post: https://lenstube.xyz/watch/0x0102cc-0x43 -> content uri: https://arweave.net/j7YwFMIDvxO1EM_9apbHStN7c24_DgN7T4bvyvfQIFw -> media element -> https://ataz3wi4yz6gx6noqoa3ou2vxxdj53ay4m2xis366fzeus6kon5q.arweave.net/BMGd2RzGfGv5roOBt1NVvcae7BjjNXRLfvFySkvKc3s
From this final url you can save/download the video. If you link me to a particular post I can give you a link
- We have been hosting a daily twitter space for the past 10 months. In this talk hosted by Jadyn Violet, we have some special guests: Zack Gray, Emma Miller, Wakonomy, and Brandyn. They share with us their opinions on what the future of music looks like.
- https://space.id/voyage/season-2?inviter=reseven.bnb
- I just minted 5 copies of Superchief Gallery NFT 2nd Anniv... https://zora.co/collections/0x9d48b8f9e5b084bcd66ec44e78cf433c0d948915/1 #zora
- OMG
- Have you ever wanted to see the growth in followers for a profile over time? This will not only show you that, but also produce a forecast. You can change parameters using the left sidebar.
App: https://predictcrypto.shinyapps.io/lens_user_stats/
- https://dune.com/codefi/metamask-swaps-
metamask
- ARB distribution model was designed by Nansen 🔵 🦅
+2,300,000 addresses bridged to Arbitrum before the snapshot.
Online 625,143 were eligible for ARB. Only around 30%!
What can we learn from their report?
5 key take-aways so you don't get excluded from airdrops ⚡
1/5
Eligibility Criteria:
- Conducted transactions: number, value, and time thresholds
- Arbitrum Nova: bridging & conducted transactions
- Dapps and Governance activity
- Liquidity providing
💡 Take-away: the more different activities, the better. Be active!
2/5
USD Value. I know this is a given, but it's important to stress out.
• The majority of wallets transact on small USD amounts
• The majority of wallets got small airdrops (USD value terms)
💡 Take-away: more volume = bigger airdrop. But you didn't need to be a whale to get it!
3/5
The number of transactions
• The majority of the wallets made 1-2 transactions (1M+ wallets)
• Only 100k wallets made 50-100 transactions
Median = 3
Average = 28
💡 Take-away: more transactions = more valuable airdrop.
Become a recurring user.
4/5
Sybil wallets:
• The Arbitrum Foundation wanted to exclude sybil wallets from getting the $ARB airdrop
• Sybil wallets = wallets with similar/fake activity, with the pure intention of hunting for an airdrop
• 172k wallets excluded
💡 Take-away: be user, not a "hunter"
5/5
Negative criteria ⚠️
This is a new concept: some actions subtracted points, i.e. they hurt the user's individual points to get ARB.
These users got less ARB:
• All transactions in a 48h period
• Interacted with only 1 smart contract
• Low ETH balance in Snapshot day
There's a lot more data in their official report.
Read the full blog post here:
🔗 nansen.ai/research/an-on-chain-distribution-model-for-the-arbitrum-community
Join alpha discord: https://earndrop.io/discord
- GN
- 今日热搜,唉,明星的钱太多了
- Two new Discord roles on Lenster guild 👀
https://guild.xyz/lenster
- 【NFT项目The Plague of Frogs将于3月24日迁移新合约并强制执行版税】金色财经报道,NFT项目The Plague of Frogs在官推宣布将于3月24日迁移新合约并强制执行版税,新的NFT将会被空投到持有旧The Plague of Frogs NFT的钱包中,且同样可以取消质押、转移和重新质押以获得相同的奖励,据悉强制执行的版税比例将不会高于10%。
- 【价值约4313万美元的BTC转入Coinbase】金色财经报道,1591枚BTC于今日06:43从未知钱包转入Coinbase,价值约4313万美元。
- 青团和扒鸡更配
- I just voted "For" on "GM57.2 : Governance V3" https://snapshot.org/#/gmdao.eth/proposal/0xc9396172a33f9402f4e9f2da9281e247385747436739013e0780a204fc1df487 #snapshotlabs
- NanJing
- gm
- $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
- moca的规划图,能看出啥?
- 据币安公告,已将用户安全资产基金(SAFU)中持有的 BUSD 兑换成 TUSD 与 USDT,以确保 SAFU 中的资产在 BUSD 长期市值持续下降的情况下保护用户。
- 666
- on-chain data is public, transparent, and verifiable.
do your own research: https://dune.com/sixdegree/lens-protocol-creator-economics