withu (@withy) • Hey
withu
Publications
- 什么情况 为什么不能用。
- https://twitter.com/SuiNetwork/status/1649227663977091072
- How to Hedge Impermanent Loss with GammaSwap
- 火爆互关帖! 跟帖嗷嗷涨粉楼!
1.大家来此盖楼互关互粉吧,请第一时间回关,尽量别隔夜。
2.点赞+评论+转推增加曝光
3.关注了之后,请讲诚信,不得取关,否则会定期检查拉黑处理。
3.黄推、外围、广告、bot勿扰。
※关注后留言提醒,我都会回关!谢谢支持!
#互关
#互关必回
- 这个sui是打算让我出钱又出力?
#互关
- 作业笔记2023.4.12
NFT
1)有兴趣领下这个盒子:https://arb-claim.kepler.homes/?code=FE5575
2)大狗OAT:https://galxe.com/taho/campaign/GC5gdUmYmy?utm_campaign=NFT%20feature%20upgrade&utm_medium=social&utm_source=twitter&utm_content=link-to-galxe
3)Fire在OP网络MINT下:https://mint.joinfire.xyz/
4)领取过 Arb 空投的用户可领取一个 EtherScore 的徽章,EtherScore 是一个根据用户的链上操作创建 NFT 徽章的综合系统。
https://alpha.etherscore.network/badges
5)https://launchpad.p00ls.io/00/d/rqvF94L7IYiiRTTvwVP7 两个答案都是4、2
6)https://galxe.com/tenderize/campaign/GCtUoUfZiF
7)评论:https://lenster.xyz/u/instadapp
空投
1)https://web.everywhere.finance/#contentAirdrop
填表
1)Consensys庆祝ETH上海升级的纪念NFT还没有申请的去填个邮箱:https://consensys.net/shanghai-capella-upgrade/
抽奖
1)Lifi抽奖:https://galxe.com/LIFI/campaign/GCPHzUfPWD
测试教程
1)Lens深度交互:https://mirror.xyz/0x2C9bDe3Cd7248b44C3F3Db2e5dF12E08373c3978/BNtOQ5uV3IuJs3HQg8N_NdTF5kksv_M38RaVIm-rYfc
项目
1)香港大会,重新思考3个热门赛道:https://followin.io/zh-Hans/feed/3843568
2)速览a16z Crypto 2023年加密货币现状报告七大要点:https://www.jinse.com/blockchain/3388037.html
3)上海升級後恐迎以太坊大災難?LSD 賽道前景分析:https://followin.io/zh-Hans/feed/3847506
4)盘点五个潜力巨大的早期项目:从zkEVM到全链稳定币:https://www.techflowpost.com/article/detail_11691.html
5)HashKey Group将发布生态积分,一文读懂HSK的权益和分配机制:https://www.panewslab.com/zh/articledetails/nt23h007.html
👤 Linker: https://linktr.ee/ZFlab
🐦 Twitter: https://twitter.com/ZF_lab
🚀 Lenster:https://lenster.xyz/u/zf_lab
👾 Discord: https://discord.gg/Gy5RhbMyCW
💬 Telegram Group: https://t.me/cryptozflab
🪞 Subscribe to us on Mirror & Collet Entry: https://mirror.xyz/zflab.eth
- Wrightia religiosa & Passiflorax
natural fragrance 🌱
- Haha
- Destroyed
- 5分钟在base测试网上部署合约,从而获得base官方给与的NFT,https://mirror.xyz/zksyncc.eth/BGGaIJJXHEf7_rRH-15T4n2R9XvaJESXCkSLJqnsbMo
- Very little lizard 🥰
- **Forest Genesis**
Breaking new ground…
First multi-recipient collect on a collaboration between @jamieforsyth.lens and @jamesfinnerty.lens
This piece was conceived in a solar-powered shipping container studio in the forests of Northern California. (*in fact, at the moment this was recorded the sun was powering the whole studio directly through the solar panels; no battery bank needed!)
We started with a mono, overhead drum recording using a single mic, and some bass accompaniment done together in a single live improvised take. It was then passed back and forth remotely to add acoustic and electric guitars and then the final touches.
Drums, electric guitars & mixing: Jamie Forsyth
Bass, acoustic guitars, mixing & mastering: James Finnerty
This is also the first time using the @buttrfly.lens audio upload. We are fans of the amazing work that @moe.lens is doing. 🔥
2 WMATIC
20% Referral
@oohlala.lens @mixtape.lens @creators.lens @beats.lens
#LMCC #MusicNFTs #MusicCollab #Lens #StableDiffusion #studiobox 🌲🔳🌲#auralphotosynthesis
🌿💚✨
- Question: How many if you are here for the $LENS airdrop?
If not, why do you use Lens?😇
- 大家是真的喜欢门户类网站啊。 数据分析类的,建议大家收藏这个网站。 http://primodata.org (收录140 多种区块链数据工具) 然后关注这位老外@primo_data ,针对一些小工具,他还会写线程教你一步步编码,挺棒的。
- @carstenpoetter @fateh @ryanfox thanks so much for collecting 💚 (3,3) for the win 😃
- Gm, are there any Ohmies/Klimates here on Lens? 👀
- Sui主网即将上线,如何获取Token?
https://www.panewslab.com/zh/articledetails/gn306pfv.html
- galxe 两周年纪念的 NFT ,官网可以看到 mint 提示:
https://galxe.com/
- Bloom!
- ARB麻了后,还有哪些空投大概率会是大毛
1.scroll交互教程:https://t.co/cLJJ3PZKm9
2.lens 生态撸空投: https://t.co/jzhHZFi9Iw
3.sui测试交互教程: https://t.co/pyo5Saewl0
4.StarkNet空投终极指南:https://t.co/gWr3HQBmkJ
5.ZkSync交互教程:https://t.co/VXy6G6ufwe
- Nothing says #Italy more than a #vespa
- That's true! What are your favourite places in Italy?
- lens 又250U了。没批量的同志们伤了没
- I wanted to try something new.
This will be my first music release here on lens.
It's an early demo of my song "This Song" which came out in 2017. I probably wrote this on the road around 2015/2016. It has a lot of the final ideas, but totally different type of beat. This is what I showed Rostam, and we built from there.
It's unfinished and unpolished but it's kinda fun to look back at where ideas originated.
1 matic to collect, only open for 24 hours. 25% mirror referral
- I crossed 2000 followers!
Noice.
- 海螺水泥//业绩下滑,Price腰斩,PE上升,PB接近历史最低水平//或将跌出投资价值来自周期及其趋势的雪球专栏
1、2022年报概述:量价双降,成本上升,实现净利润156.61亿,同比下降52.92%↓,
EPS2.96,计划分配1.48,股利支付率50%。
细节如下↓
①营收1320亿,同比负增长21.40%↓
量价浅析:从年报下面这段话来看,属于售价和销量双降!
具体原因年报释义如下↓
②毛利率从29.63%下降到21.30%,降低8.33个百分点,同比下降28.11%
拆开来看,销售价格下降,销量减少,成本上升(↓)共同作用,成本变动中,“燃料动力”在成本中占比大:62.73%,同比增加28.21%!
④ROE下降到8.53%,同比下降55.66%,周转慢了,毛利低了,净利率低了↓杠杆变动很小。
2、未来ROE会如何?
预期维持目前水平或小幅上升,理由如下:
①、随着疫情消失,工程开工率有望上升,行业有可能进一步向头部企业集中,销量会有所提升,供过于求,产大于销局面难以改变,销售价格或将维持或下降,营收有望提高,资产周转率有望加快。
②、成本有望下降,带来净利率增加
3、估值水平:
①PE上升:
②、PB下降,接近历史最低水平
③、如果结合之前判断的ROE维持目前水平或小幅上升。接近9%的ROE水平对应不足1PB估值水平,还是不错的。
4、分季度对比:2022年收益质量不如2021年:经营活动现金净流量<净利润,2022四季度有点太差:
前三季度对比,冀东水泥与海螺水泥相差不大,但是,冀东水泥的营收实现了正增长!
作者:周期及其趋势
链接:https://xueqiu.com/3802233423/245642451
来源:雪球
著作权归作者所有。商业转载请联系作者获得授权,非商业转载请注明出处。
风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。
- One legendary Smurf 🏆
Four exclusive rewards 🎁
25 NFTs for auction on OpenSea March 28th 🤩
https://join.thesmurfssociety.com/hacker-smurf/
- CFTC起诉Binance和CZ的事情想来你们都已经知道了,而且还引发的 #BTC 和 #ETH 的下跌,CFTC是美国商品期货交易委员的简写,从字面上就能知道负责的是美国期货市场,而对于美国来说,已经认定BTC和ETH就是商品,那么Binance的期货市场有没有注册(合规)就是起诉的重点。
- What is a zkEVM? | The Edge Podcast
This is a clip from our most recent episode of The Edge Podcast with Marco Cora, the Head of Business Development at Matter Labs (zkSync) about their flagship zkEVM.
📺 For the full episode, watch it here on Lenstube: https://lenstube.xyz/watch/0x2e09-0xe4
🎙️ If you prefer a podcast player, subscribe and listen to The Edge Podcast here: https://anchor.fm/edgepod
THIS IS NOT A RECOMMENDATION OR ENDORSEMENT TO BUY ANY TOKEN OR NFT RELATED TO ANY PLATFORMS DISCUSSED.
------
🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
🙋♀️ Interested to sponsor episodes of The Edge? Fill this out:
https://hl6pu9d99u5.typeform.com/to/E3NY5Mqn
------
🌲 LINKTREE FOR THE EDGE PODCAST: https://linktr.ee/edge_pod
🔎 DISCOVER DEFI & WEB3 BLOG POSTS, PODCASTS, TUTORIALS: http://defidad.com/
✅ FOLLOW DEFI DAD ON LENSTER: https://lenster.xyz/u/defidad
✅ FOLLOW NOMATIC ON TWITTER: https://twitter.com/Nomaticcap
------
The Edge Podcast Sponsor Resources
📈 GTRADE | DECENTRALIZED LEVERAGE TRADING ON POLYGON AND ARBITRUM
https://gains.trade/
🌊 STADER | MULTICHAIN LIQUID STAKING
https://staderlabs.com/
🔔 PUSH PROTOCOL | WEB3 COMMUNICATIONS PROTOCOL
https://app.push.org/
🌿 LENS | DECENTRALIZED SOCIAL GRAPH
https://lens.xyz/
⛩️ UTOPIA | PAYROLL AND EXPENSE MANAGEMENT FOR DAOS
https://www.utopialabs.com/
------
Guest Links
Marco Cora on Twitter
https://twitter.com/Be1garat
zkSync on Twitter
https://twitter.com/zksync
Learn about zkSync Era
https://zksync.io
Learn about Matter Labs
https://matter-labs.io/
-----
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 4RC invested in the Series B round for zkSync. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research.
- https://bridge.zksync.io/
- 知情人士:交通银行、中国银行、浦发银行香港分行或向加密公司提供银行服务2023-03-27 08:31
Foresight News 消息,据彭博社援引知情人士称,中国交通银行、中国银行、上海浦发银行的香港分行已经开始向当地加密货币公司提供银行服务,或已经对该领域进行调查、讨论内部信息。知情人士称,至少有一次,一家中国的银行销售代表前往一家加密货币公司的办公室,推销其服务。
- 🫡
- gas越高?
- …it paved the way for web3 social
- Our friend Alex got an invite to a big event we were all excited about.
You were there too!
Do you remember who Alex met that was so special?
- 先知带你做交互 3.25【第404天】 #ETH
1/ZKSYNC ERA主网信息整理https://twitter.com/ZF_lab/status/1639326928661528577?s=20
2/alchemy重新开放了申请early access pass
https://tally.so/r/w8NqgO
3/op 投票:https://vote.optimism.io/proposals/114732572201709734114347859370226754519763657304898989580338326275038680037913
4/流动性https://app.gammaswap.com
更多https://twitter.com/Crypto_He/status/1639696734497681408
- 作业笔记2023.3.26:https://twitter.com/ZF_lab/status/1639797927764951040?s=20
- zksync交互相关:
1、详细教程:https://mirror.xyz/0xdearmoon.eth/j02VyJ4xeHJbd1IXNCxTWHXiAPdPfiygEWdCYCCKPL4
2、添加RPC:https://chainlist.org/?search=zksync+era
3、官方桥:https://bridge.zksync.io/
4、飞碟桥:https://www.orbiter.finance/
5、区块浏览器:https://explorer.zksync.io/
6、ZKS域名:https://app.zkns.domains/
7、数据看板:https://dune.com/gm365/era
8、syncswap:https://syncswap.xyz/pool
9、mute:https://app.mute.io/swap
10、spacefi:https://swap-zksync.spacefi.io/#/swap
- Arb空投领取时间(大约晚上北京时间20:56):
https://etherscan.io/block/countdown/16890400
空投领取地址:https://arbitrum.foundation/
Arb代币合约:
https://arbiscan.io/address/0x912ce59144191c1204e64559fe8253a0e49e6548
Arb合约领取:
https://arbiscan.io/address/0x67a24ce4321ab3af51c2d0a4801c3e111d88c9d9#writeContract
点击connect 连接小狐狸 成功之后 点击第一个claim 下面的write 授权小狐狸完成领取
准备工作:
1、领币地址准备好领币+转币的eth gas
2、公用RPC有可能会崩,提前去注册alchemy账号生成arb免费或付费节点(https://docs.nftsniper.club/features/auto_mint/alchemy-key)。如果你的号非常多,推荐https://www.quicknode.com。
3、有防女巫要求,可以去okx生成子账户充arb地址给卖家,一个okx账户可以生成50个地址,教程:https://mirror.xyz/zimailee.eth/HTkANi1cz8EiAbCrzgucQFRD0RYZo7D4ZyQaNYljU9A
4、存好其他各交易所的充币地址。
5、小狐狸添加arb代币
Arb合约领取:
https://arbiscan.io/address/0x67a24ce4321ab3af51c2d0a4801c3e111d88c9d9#writeContract
点击connect 连接小狐狸 成功之后 点击第一个claim 下面的write 授权小狐狸完成领取
- 你们领到spaceid 的空投了吗?
- 过去真的是一个充满惊喜的一周!也非常感谢社区的你们给予的支持! 说到社区,我们很高兴地在这边要跟大家宣布“DAO空投”的详细信息 首先,如果你还不了解,可以在这里看一下Arbitrum空投的大概设计
- 你在天涯尽头,等着我。
- gm
-
Scroll上线全新Alpha测试网,参与交互:钱包删除原有Scroll L1和L2测试网络、添加新的网络、跨链、领水、Uniswap交互
网址:https://scroll.io/alpha
https://uniswap-v3.scroll.io/#/swap
https://goerlifaucet.com/
https://guild.xyz/scrollzkp
- 明天arb放开 撸毛人的幸福时刻
- arb 能带我飞一次么
- 测试网交互(一鱼双吃):
@syncswap 现已在 @Scroll_ZKP 测试网上线:
1/打开测试网址:https://staging.syncswap.xyz
2/链接钱包-选择Scroll Alpha网络
3/测试交互-添加流动池
4/移除流动池
- young lady
- Starknet官方论坛认证初级和高级证书手把手保姆级喂饭教程
https://mirror.xyz/0xc9f6977cF31F9deCdD2c24DF92aa621e4259469B/xV-7bVxefecUDYFwWleUDn4XqYgzCw4pL8ls8RzuA2M
- 先知DEFI交互作业3.13【干货/空投】第394天0x2E9fMarch 13th, 2023
先知每日作业 03.13
进群添加微信号:hhszd404审核
加入先知电报组获取更多信息:https://t.me/seerlabs666
1、图狗 FREE MINT,最大三个
https://app.niftykit.com/drops/etherhex
2、投票
1)EMDX 投票
https://snapshot.org/#/emdx.eth/proposal/0xff8a88153de5c981cfdf81ff37cec31f1acc3a8340f688699c4d41dc5ca92a8c
2)小牛投票
https://snapshot.org/#/mavxyz.eth/proposal/0x058f2431b404abd1327a0500b1bf6972973ecef95dcfad9160bb96c5c953d071
3)STG投票
https://snapshot.org/#/stgdao.eth/proposal/0xd0e742caae098261a030feaed2f10d1a36646bdf0ac8d4a128bfb241ca87d8f5
3、1)https://www.premint.xyz/crea-aether/
3/18/3am截止,验资0.1e,抽300个,含鲸量100+的项目。
2)https://www.superful.xyz/the-sicky-public-raffle
3/15/1.19pm截止,抽3个,那个游戏排行赛拿白的玩意。
3)https://www.premint.xyz/elemetas-x-nft-pioneers/
4)https://www.premint.xyz/mafiadogs-scverse-wl-giveaways/
5)https://www.premint.xyz/arechi-1/ 机甲妹子,抽防身
6)https://www.premint.xyz/cathartesNFT/ BTC艺术NFT,有可能大肉
7)Digi龙抽奖:https://digidaigaku.com/dragons
4、https://twitter.com/NexusLabsHQ
去中心化云计算,由 Dragonfly, Alliance, SV Angel等支持
5、https://whiteday.ultiverse.io/
6、https://claim.talentlayer.org/#register 有lens的可以免费铸造 干什么用的不知
7、ETH Denver 参会者可凭票领取 https://goerlinator.xyz
8、https://zurrency.vercel.app/claim mint过小球的可以领
9、填表撸毛
https://twitter.com/OKXWeb3_CN/status/1635192275885232129?s=20
10、https://nextme.one/yesyesbtc nextme的DID限时免费铸造,有空投权益
11、zk.money 将如常运作至世界标准时间 2023 年 3 月 21 日 14:00,及后进入日落模式。
如常运作期间用户仍可创建新帐户、存款 ETH 和 DAI 以及执行 DeFi 交互;日落模式开始后 zk.money 将只支援提款。
没有gas的话不用预先冲值,日落模式将支援免费提款至 2024 年 3 月 21 日(~1年)。
目前 zk.money 有两个版本:
V1 - https://old.zk.money/
V2 - https://zk.money/
旧版本记录不同步于新版本,请用户们根据所使用的版本提取自己的资金。
这几天提取的人数会比较多,网页有机会会报错、卡顿、堵塞之类,遇上操作报错烦尝试更换浏览器和VPN及耐心操作。
提款可以提到自己的存入L1地址或新的L1地址(不要直接提交易所)。