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铃原露娜

@shirakawakanon

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铃原露娜
@shirakawakanon
以上所有计算均只考虑renzo积分带来的收益，不包括eigenlayer积分以及策略中可能的其它收益。 另外，理论计算只能作为一个极其粗略的参考预估，实际情况会收到很多因素的影响如市场环境，黑天鹅事件，项目方修改规则等 仅供参考，NFA (完)
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@shirakawakanon
可能取13亿～26亿，分别对应4月中至5月中的发币时间。 假设空投的绝大部分为线性分配，那么可得每点renzo积分的价值在约0.18～0.09之间。 ETH的价格以3700计，defi乘数以2倍计，每天每ETH的收益为8.6$～4.3$，APR为85%～43%(5/?)
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@shirakawakanon
接下来就是预测renzo的发币时间，考虑到eigenlayer主网上线在即，renzo在4月底之前发币是很有可能的，但也不排除会等得更久的可能性。 从现在的积分量约10.5亿开始，假设积分以每周2.5亿的数量增加(～800000eth*24*7*2)，则最终积分量(4/?)
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@shirakawakanon
分别对应了4.5亿和7.5亿的流通市值，而空投比例在其中约占一半。 考虑renzo有持续提供奖励维持tvl的需求，其代币分配模式和比例很可能和ethfi近似。取流通市值中值的一半3亿×二者tvl比例0.8，得到renzo的空投总价值约为2.4亿左右(3/?)
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@shirakawakanon
并且，大量的ezeth都进入了pendle等有着2×以上乘数加成的defi协议中。并且，邀请获得的积分还没有在上述看板中被计入。 要粗略地估算收益，首先要对$renzo进行一个大概的估值，以同赛道的$ethfi作为参考：$ethfi上线价格4$，现价约6.5$，(2/?)
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@shirakawakanon
关于renzo的积分更新，最近在https://dune.com/maybeYonas/points 这个看板上看到renzo的积分总量已经突破10亿了。如果是这样的话，那么现在farm $renzo的收益就要重新计算了。 为什么积分膨胀的如此之快？这可能是因为renzo最近的tvl增长地十分迅速(1/?)
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@shirakawakanon
感觉上，这轮牛市老韭菜太多了，过去每个周期留下来的经验都在提醒大家该什么时候逃跑，例如$ena，例如restakingfi 可是，真的绝大多数人都能够逃掉吗？真的吗？ 市场总会沿阻力最小的方向行走，而现在一个经典的牛市阻力太大了
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@shirakawakanon
终于等到中文社区了
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欢迎加入，一起打造最热闹的华语频道——英文内容太多，严重影响玩转warpcast。 基本规则：发表有质量的交流，做有意义的行为。比如对优质内容打赏，比如发表优质内容。
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@shirakawakanon
created a $DEPE giveaway and it get claimed so fast hope it'll worth sth one day...
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@shirakawakanon
So I had to register another domain totalsupply10000.eth, its subdomains are live for free mint now, from 0.totalsupply10000.eth to 9999.totalsupply10000.eth are the scheduled assets. And need someone to tell me how to correctly burn the parent domain...
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@shirakawakanon
As an experiment I registered totalsupply10k.eth, allowed subdomains and transfered it to dead address. But then the subdomain become nolonger mintable... I dont know what happened but that I wasted a huge amount of gas😭
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@shirakawakanon
Exactly what kind of rules/protocols will win I don't know yet, because different models will obviously affect the interests of different groups such as domain holders, builders, whales, retailers, etc., and it will require a gaming process...
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@shirakawakanon
In addition, it is possible to register sub-domains on the sub-domain, for example 0.example.tokenname.eth This also makes it easier for everyone to issue their own tokens, just register the domain and then allow subdomain free mint
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@shirakawakanon
The expiration date of a sub-domain is equal to that of the parent domain, and there is no additional cost. After the parent domain is burnt, the whole community can pay for its renewal, so you don't need to worry about the expiration.
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@shirakawakanon
Its big advantage over the already existing erc20 memes are that each domain name as a token ticker is unique on the ethereum network, unlike erc20 where it's easy to create plenty of fake tokens with the same ticker. It can be seen as, using ens domains as native tickers to create tokens/nft
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@shirakawakanon
So just set the rules for asset issuance, then allow the freemint for subdomains, and finally burn the parent domain, and we've got a fair way to launch assets like brc20 did Each subdomain can be a nft that's possible for a wrapper (though not as natively as erc404) to make it a fungible token.
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@shirakawakanon
Hello everyone! There may be a (lot of) new ways to distribute assets based on ens subdomains Nowadays there is no additional cost to register an ens subdomain other than the fee set by the owner of the parent domain.
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