teolbo (@teolbo) • Hey
House poor 😢 | stock 70% crypto 30%
Publications
- I should have sold the lens profile for 0.1e.
- my wallet is hurt
- wen token
- gm
- https://debank.com/stream/400066
😎 Just released DBank official tips to increase RV value
✔️ Share Stream posts outside of DeBank using your referral link.
✔️ Re-sharing and disseminating a post to others increases the realized value of the post, as determined by how many users have read or commented on the post.
✔️ In addition to 'republishing' if you find a great post, consider using your referral link to post on platforms like Twitter, lens, phaver, youtube, thread, instagram, as well as the DeBank stream.
- I want to go home as soon as I get to work.
- **Airdrop Strategy: DEX Edition🦄**
Let's explore:
• Matcha by 0x
• Slingshot
• ClipperDEX by Shipward
• Odos by Semiotic Labs
• Mangrove
• Bebop by Wintermute
• Ambient Finance
Strategies for each DEX below.🪂👇
🧵
1/16
Maverick was the most recent DEX to do an airdrop
🔗https://twitter.com/OlimpioCrypto/status/1674058801240997892
Eligibility criteria:
• Trading
• Liquidity providing
• Governance participation
• Maverick NFT's
• Maverick Warrior Program roles
We will apply this criteria for each DEX strategy👇
2/16
Matcha by 0x Protocol
🔗https://matcha.xyz/
Highlights✨
• Chains: Ethereum, Polygon, Arbitrum, and more
• Funding (0x Protocol): $109 million
• Backers (0x Protocol): Coinbase Ventures, Pantera Capital, and more
• Token: Unconfirmed
• Audited: Yes✅
3/16
Matcha continued ...
Strategy⚡
• Trade
• with volume
• with consistency
• Governance
• participate (0x Protocol)
• 🔗https://governance.0xprotocol.org/
4/16
Slingshot
🔗https://slingshot.finance/
Highlights✨
• Chains: Ethereum, Polygon, Arbitrum, and more
• Funding: $23.3 million
• Backers: Coinbase Ventures, Winklevoss Capital, and more
• Token: Unconfirmed
• Audited: Yes✅
5/16
Slingshot continued ...
Strategy⚡
• Trade
• with volume
• with consistency
• NFT's
• 2099 Collection
• 🔗https://app.slingshot.finance/nfts
• Roles
• Guild
• 🔗https://guild.xyz/slingshot
• Quests
• Zealy
• 🔗https://zealy.io/c/slingshot/questboard
6/16
Clipper by Shipyard Software
🔗https://clipper.exchange/
Highlights✨
• Chains: Ethereum, Polygon, Arbitrum, and more
• Funding (Shipyard Software): $21 million
• Backers (Shipyard Software): 0x, Polychain Capital, and more
• Token: Unconfirmed
• Audited: Yes✅
7/16
Clipper continued ...
Strategy⚡
• Trade
• with volume
• with consistency
• Provide liquidity
• with volume
• with duration
• Governance
• participate (Admiral DAO)
• 🔗https://www.admiraldao.xyz/
8/16
Clipper Strategy⚡continued ...
• Quests
• QuestN
• 🔗https://app.questn.com/ClipperDex
• Roles
• Guild
• 🔗https://guild.xyz/clipper
9/16
Odos by Semiotic Labs
🔗https://www.odos.xyz/
Highlights✨
• Chains: Ethereum, Polygon, zkSync Era, and more
• Funding: Undisclosed
• Backers: Infinity Ventures Crypto and more
• Token: Unconfirmed
• Audited: Yes✅
10/16
Odos continued ...
Strategy⚡
• Trade
• with volume
• with consistency
• on zkSync Era (2 birds, 1 stone)
• Quests
• Galxe
• 🔗https://galxe.com/odos
11/16
Bebop by Wintermute
🔗https://bebop.xyz/
Highlights✨
• Chains: Ethereum, Polygon, and Arbitrum
• Funding (Wintermute): $23.8 million
• Backers (Wintermute): Pantera Capital, L1 Digital, and more
• Token: Unconfirmed
• Audited: Yes✅
🧵https://twitter.com/OlimpioCrypto/status/1586008142311088129
12/16
Bebop continued ...
Strategy⚡
• Trade
• with volume
• with consistency
• NFT's
• Noox
• 🔗https://noox.world/collection/bebop-collection
• Roles
• Guild
• 🔗https://guild.xyz/bebop
13/16
Mangrove
🔗https://www.mangrove.exchange/
Highlights✨
• Chains: Polygon
• Funding: $10.1 million
• Backers: Wintermute, CMT Digital, and more
• Token: Unconfirmed
• Audited: Yes✅
"Early users will be rewarded..." 👀
🔗https://twitter.com/mangrovedao/status/1680865947337334785?s=46&t=PY_ejCLDCFgygZDsMXWWrw
14/16
Mangrove continued ...
⚠️Mangrove is currently in Beta⚠️
Strategy⚡
• Trade
• with volume
• with consistency
• Quests
• Galxe
• 🔗https://galxe.com/mangrovedao
15/16
Ambient (formerly CrocSwap)
🔗https://ambient.finance/
Highlights✨
• Chains: Ethereum
• Funding: $6.5 million
• Backers: Circle, Jane Street Capital, and more
• Token: Confirmed
• Audited: Yes✅
From their Discord FAQ:
"Wen token? soon™" 👀
16/16
Ambient continued ...
Strategy⚡
• Trade
• with volume
• with consistency
• Provide liquidity
• with volume
• with duration
Join our Alpha Telegram: t.me/OlimpioAlpha
- China’s president Xi Jinping expands CBDC cooperation at SCO, Hong Kong’s crypto licensing costs surge, and Multichain is hacked yet again.
[China expands CBDC’s tentacles, Malaysia is HK’s new crypto rival: Asia Express](https://cointelegraph.com/magazine/china-expands-cbdcs-tentacles-malaysia-is-hks-new-crypto-rival-asia-express/)
China’s president Xi Jinping expands CBDC cooperation at SCO, Hong Kong’s crypto licensing costs surge, and Multichain is hacked yet again.
- god save us
- User statistics in zkSync Era
• Less than 5 transactions - 865k users
• 5 to 10 transactions - 413k users
• 10 to 20 transactions - 481k users
• 20 to 50 transactions - 430k users
• From 50 to 50 transactions - 135k users
Make 50+ transactions now you are in the top 5%
- Track your status on zksync!
https://byfishh.github.io/zk-flow
- Can't change My Lens profile , wtf
- #ZerionDNA holders, you can now earn Loyalty Points for levelling up your DNA!
👇👇👇
https://galxe.com/zerion/campaign/GCZVZUNfXF
Use your Zerion mobile dapp browser or scan the WalletConnect QR code to log in to the dapp and start collecting those points!
Your #ZerionDNA grows as you explore Web3 🤠
Learn more here: https://zerion.io/dna/
- aahhhhh!!
- Today marks our 1 Year Anniversary of making friends onchain 🎂!
Thank you to everyone who has made the first year of Lens Protocol so special and groundbreaking. Lens has brought together builders, creators, communities, and friends, all while in beta.
There's so much planned for the second year ahead, and we can't wait to continue to grow with all of you.
Who did you become frens with on Lens?
🎨 by @nftsushi.lens and all collect proceeds go directly to the artist.
- https://www.joinfire.xyz/?utm_source=referral&referralCode=0n3Ictfr2
get your fire card!
- 📊 Monthly Update: **March 24 to April 24, 2023** 📊
Hello, Lenster fam! It's time for our monthly update on how we're doing on the platform. Here are the key metrics for the past month:
👥 **226k** Monthly Active Users (MAU)
🤝 **90k** Weekly Active Users (WAU)
💻 **25k** Daily Active Users (DAU)
❤️ **1.99m** likes
👤 **1.94m** followers
🔁 **1.16m** mirrors
💾 **760k** collects
📷 **644k** new posts
💬 **397k** comments
We're thrilled to see steady growth in our user base, with a healthy mix of new and returning users. Our content creators continue to amaze us with their creativity and passion, as evidenced by the huge number of new posts and comments. And we're grateful for the ongoing support of our community frens, who make Lenster such a vibrant and engaging community.
As always, we're working hard to improve the platform and make it even more enjoyable and useful for everyone. If you have any feedback or suggestions, please don't hesitate to reach out to us. We're listening!
Thanks for being a part of Lenster, and we'll see you next month for another update.
Don't forget to Support Lenster by collecting this Post 😉
- 이더메일이 뉴스레터 짬통으로 아주 유용한듯
- Proud to be a bear market builder. 💪
I just claimed a free Bear Market Builder NFT from @thirdweb
Claim yours at: https://thirdweb.com/bear-market-airdrop
#airdrop
- DogeDay is comming!
- wtf
- what the fuck happened to premint?
- Lens Hackathon presentations happening now at @ethglobal.lens Tokyo!
- ETH Tokyo Music NFT Kickback
Sunday, April 16th @ 21:00
- maxi uses eth
https://twitter.com/balajis/status/1639420366643920897
-
🤤
- HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
- Nexon Finance mainnet is live on #zkSync Era 🔥
Checkout: https://app.nexon.finance
- Nexon Finance mainnet is live on #zkSync Era 🔥
Checkout: https://app.nexon.finance
- ethglobal april 14th-16th
[ETHGlobal | Prizes](http://ethglobal.com)
Onboarding thousands of developers into the Ethereum ecosystem.
- fear and greed index is now 63, greed level
- 𝙿𝚁𝙾𝙾𝙵 𝙾𝙵 𝙿𝚄𝚁𝙲𝙷𝙰𝚂𝙴I just minted 1 NFT from @0xPolygonLabs's To Ethereum, with Love collection on @fairxyz
https://fair.xyz/collection/polygonZKEVM
- Bridge your tweets to @LensProtocol.
Spent some time today working on the design of Lens Bridge.
The UI needed some love, backend, and functionalities are ready.
What do you think?
- **Improvements in this release**
🛠️ Simplified integration for React web apps. Install and import from `@lens-protocol/react-web` with less configuration.
🔐 Token-gated support: You can now create encrypted posts and comments which can only be read by users that match the criteria you define.
🪪 Active profile is automatically wired as the Observer ID of all relevant queries. Doing so the Lens SDK provides a cohesive view of the data that is relevant to the eye of the Active Profile.
**What's new?**
- New `@lens-protocol/react-web` package for a simplified React web apps integration
- Token-gated posts and comments
- Cohesive data fetching using Active Profile as Observer ID
- Enhanced fields for `ProfileStats` and `PublicationStats`
- Added `appId` to LensConfig. Allows you to identify posts created by your app. You can then use the `sources` to filter posts by the same App ID
- Added `useProfilesOwnedByMe`
- Added `useProfilePublicationsForSale`
- get this SBT, it's free
https://fair.xyz/collection/polygonZKEVM
- get this SBT, It's free
https://fair.xyz/collection/polygonZKEVM
- gm pals
#wonderpals
- Deploy and Verify a Soulbound NFT smart contract on Polygon zkEVM with Foundry
I deployed a Soulbound "SoEarly" NFT collection to Polygon zkEVM!
Mint an NFT (Write Contract -> safeMint) to show how early you are to zkEVM: https://explorer.public.zkevm-test.net/address/0x05d7303617De6e7D787013bA45147C49d42D754e/contracts#address-tabs
Code: https://github.com/oceans404/soulbound_zkevm
- metamask airdrop rumor?
😕🤔 hmm
- 🌱🌿🌱
US Treasury’s Financial Stability Oversight Council held unscheduled, closed meeting
Heads of all major U.S. financial regulatory agencies gathered by video to hear a presentation by New York Fed staff that concluded that the banking system “remains sound.”
[US Treasury’s Financial Stability Oversight Council held unscheduled, closed meeting](https://cointelegraph.com/news/us-treasury-s-financial-stability-oversight-council-held-unscheduled-closed-meeting)
U.S. Treasury Secretary Janet Yellen secretly convened an unscheduled, closed meeting of the head of financial regulatory agencies on March 24.
- I just voted "yes" on "Proposal to Approve Stargate Deployment to BASE, zkSync, Polygon zkEVM and ConsenSys zkEVM" https://snapshot.org/#/stgdao.eth/proposal/0xb850477539d006f12feb53c1ef7d1ebc967cb5424a39dd6c6b2da3c57af05695 #snapshotlabs
- have a nice day, gm
- Embedded Captchas arriving to Guild to spice up verification requirements
CAPTCHAS:
they’ve been around, we’ve all been using them, we kinda like them, they are still essential.
Guild just made them simpler and more seamless to use in your community strategies by embedding them into the bot.
- Are you still using outdated web2 tools like Canva to create content for your social media profiles? Yikes, that's so *normie* of you!
Luckily, LensPost has got you covered! We are a new degen creator tool that will take your Web3 social media game to the next level! Intuitive tool to supercharge User Generated Collectibles, aka. #UGCs
Get ready to turn heads and stand out from the crowd with visually stunning content that's as unique as you are. With LensPost, anyone can make content that's highly collectible! Plus, we put your NFTs to use ;)
Ps: WL for the first 1000 followers on Lens for BETA ACCESS, NFTs/Airdrops/VIP Features and more!
#LMCC #LFG
- Protocol P/S
- nice weather, 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
- HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
HOLY SHIT!!! BEARS ARE FUCKED!!!
- This is Lenny
- Size of bank failures since 2000 (stole this from Twitter). Pretty crazy seeing it in a single picture.