Bonnie

There's always that one person，no matter how long it's been or how badly they treated you，you always find an excuse to forgive them.

[Elon Musk @elonmusk]

Grokipedia has some truly excellent pages

[Bonnie @Regina1830]

Klarna Plans To Integrate Crypto Assets Amid Strategic Shift
https://t.co/Rqt8IccA2d

[Bonnie @Regina1830]

Bitcoin’s computing power could rise  30% by 2027 – Is BTC mining profitable anymore?
https://t.co/hUWI4MEkRh

[Molandaks @molandaks_xyz]

100 WL spot raffle on Premint! 👀

https://t.co/o008KDms5F

#Gmolandak #NFT #Premint

[Bonnie @Regina1830]

Kalu Beleta#0022

~ 𝙈𝙖𝙙𝙚 𝙤𝙣 https://t.co/NgkxKk9vaB

[Bonnie @Regina1830]

Base宣布"Onchain Summer"黑客松获奖项目
https://t.co/yL2bdA90WD

[PunkgaMe @PunkgaMeManga]

Spy IPPY lurking around at AVA Exhibition 2024 👀

[Super Meme @superdotmeme]

Super Duper NFTs are coming in! We’re reserving 5 spots just for our X frens. Ready to ape in?
→ https://t.co/34iIWj5tyN

Perks:

✦ $SPR Airdrops
✦ WL for $SPR Sale
✦ Monthly Jackpot Tickets
✦ Limited free mint —1111 NFTs only!

Turn on notifications to secure your spot.

[Bonnie @Regina1830]

China extradites $14 billion crypto pyramid scheme mastermind from Thailand
https://t.co/aH7NJ5LQar

[Youmio @youmio_ai]

🌱 Initiating Mythic Seeds 🌱

Secure your key to the garden and take a step closer to Luma!

FREE mint coming Q3 ⬇️

https://t.co/PRGs6SNDWB

[Bonnie @Regina1830]

【英文长推】视频笔记｜ENS 开发者 ETHCC 演讲：多链的 ENS
https://t.co/47z5f2Cuux

[drea @dr3a_eth]

ENS for the Multi-Chain

**My notes on @makoto_inoue's talk duing ETHCC**

ENS
• Easy, readable wallet name.
• Over 557 integrations; From @MetaMask, @opensea, @etherscan, etc.
• Web3 username.

If you thought ENS was exclusive to Ethereum, you are wrong:

Since 2017, ENS introduced a multi-coin address type. This feature lets you link various cryptocurrencies, such as BTC, MATIC, DOGE, or LTC, all to your ENS address.

Due to Ethereum gas costs, storing information about other chains on Ethereum's Layer 1 (L1) isn't economical.

So, what do we do?

Right now the current solutions are offchain storage:

• ENSIP 10: Wildcard Resolution
Allows you to refer the name resolution of the subname to it’s parents.

For example, if "1.dr3a.eth" doesn't exist, the system checks with "dr3a.eth" to see if it can provide a resolution.

• EIP3668: Secure offchain data retrieval (CCIP-Read)
Instead of storing your data directly on L1, EIP3668 gives you a "gateway URL." This URL points you to a place outside the main system where your data is stored.

**A more digestible way to take in this information**

Just how your PFP is onchain, the metadata for it isn’t.

This tech is already being used with:
• @CoinbaseWallet (over 2M)
• @LensProtocol (over 100k)
• @PoolTogether_ via @namestonehq

While offchain resolvers offer advantages, they also introduce reliance on trusted solutions. The gateway associated with CCIP-read presents a centralized aspect.

Off-chain vs. L2 Resolvers- Both these methods are different and have their strengths

• Offchain Resolvers:
Trusted: Involves databases, sidechains, and Layer 2 solutions.
Economic: Little to no gas costs.
Drawback: The gateway with CCIP-read acts as a central point, introducing trust issues.

• L2 (Layer 2) Resolvers:
Trust Minimized: Embraces technologies like Optimistic rollups and ZK rollups.
Economic: Minimal gas costs, but with the security of on-chain verification.
Advantages: Users find it easy to use, no deployment of gateway services, no need to trust third-party gateways.

The future seems bright with proofs of concept for @arbitrum, @StarkWareLtd, and @optimismFND.

To transition to L2 resolvers, a four-phase approach is envisioned:
1. Set personal records (Happening now!)
2. Establish primary names.
3. Release sub-names.
4. Create bridges from Ethereum.

Phase 1 is currently in development by @dm3protocol, a messaging service, that works with ENS. This collaboration is a testament to the beauty of open-source and permissionless building.

ENS isn't just a name service powered for Ethereum, but a name service powered by Ethereum.

[Bonnie @Regina1830]

美 SEC 再次指控 NFT 项目，出于哪些角度让 SEC 把 NFT 视为证券？
https://t.co/20EHcd5TKQ

[sleepy.md @sleepy0x13]

美SEC指控Stoner Cats通过NFT发售进行未经注册的加密资产证券发行

今天我们来聊聊这件事，还是惯例先看新闻（源： @BlockBeatsAsia ）
Stoner Cats我也买过，而且似乎还是盲盒阶段（记不太清了），因为当时看到V神配音的那只猫的NFT成交价很高，就也想着开一只出来，后来好像买了三四只，全是地板，不过现在也都卖掉了，因为实在看不下去他们做的那个动画片，个人感觉有些无聊。

说回到SEC的指控，这应该是SEC对NFT项目的第二次指控了，我很好奇究竟是出于哪些角度才让SEC把NFT视为证券，于是翻了一下原文。

简单做个总结：
（1）Stoner Cats在发售前后的营销活动中始终强调持有这些NFT的权益，也包括持有者可以选择在二级市场卖掉；
（2）Stoner Cats在介绍团队背景时强调了有好莱坞制片人背景、很了解加密市场、有知名演员配音，SEC认为这是在诱导购买者认为动画会火然后NFT也会升值；
（3）Stoner Cats NFT交易版税为2.5%，SEC认为这是在鼓励用户在二级市场进行交易而不是收藏。

今早看到了另一条消息，美国 SEC 专员 Hester Peirce 和 Mark Uyeda 反对 SEC 对 NFT 项目 Stoner Cats 2 LLC（SC2）采取执法行动。
反驳的论点大概就是说，现在创作者卖NFT和他们卖实体版画玩具没区别，并且举了《星球大战》1977年发售的早鸟证书套装的例子，先卖一张证书，之后持有人可以用证书兑换实体手办以及粉丝俱乐部资格，如果你觉得Stoner Cats是证券，星球大战这个是不是也要视为证券？

现在已经发生的事情基本讲完了，我也在期待着后续进展。

再聊点其他的，最近看到了一篇关于泡泡玛特和王宁的文章，这段话引发了我的思考：

「把Molly做成U盘」，似乎是现在每个NFT项目方都在努力的方向。泡泡玛特的发展似乎也能证明，一个没有故事线、没有「Utility」的IP也是能做得起来的。泡泡玛特的成功路径是偶然的、不可复制的吗？或者说，为什么Web3还没有项目能够跑出来呢。

接下来分享一些个人观点，欢迎交流。

让我们套用一下新消费「人、货、场」模型。在新消费领域「人、货、场」模式下，商品不再是从B端到C端的大规模生产，而由消费者需求主导，那Web3人的需求是什么？我在之前的文章里写到过，咱们这个圈子里没有「消费」的基因，你我都清楚，大家是为了赚钱或者为了实现去中心化理想做项目，反正不是为了消费来的。再来说「货」，优质的IP是能激起用户的情感共鸣的，这种情绪价值也是泡泡玛特能卖得动Molly的主要原因，再配合上线下消费场景会让用户更容易受到情绪价值的影响产生购买决策。

而在Web3，先不提IP是否足够优质、能否唤起情感共鸣，本身NFT相比实体手办的高流通性、公开市场定价就会让人们不再那么关注情绪价值，更何况NFT本身又不像手办那样摸得到。于是不可避免地会需要项目方和创作者通过提供其他价值来吸引用户购买，但是这也成为了SEC指控的主要原因之一。

另一方面，从IP养成的角度看看Web3和NFT。IP的打造是漫长的过程，Web3和NFT却大大缩短了时间，但是却无法帮助IP稳固地占领用户的心智。以前IP需要一点点吸引粉丝然后慢慢变现不断成长，现在的标准下，IP���须要立刻售罄NFT，否则便会被直接打上「失败」、「死了」的标签，很难再获得持续发展的机会。于是这里越来越像一个赌场，普通用户在赌哪个能涨价，创作者在赌自己的IP能不能活过第一次考验，镰刀们在赌还能不能割到韭菜。而就算NFT首次销售很顺利，转到一大笔钱的创作者还能否守住创作IP的初心也是一个极大的考验，就像几个月之前看到推特上很多人在讨论的这个问题：「如果你一下赚到了两万的ETH，你会不会直接Rug。」

[Bonnie @Regina1830]

Web3 游戏引擎的网络效应：主流游戏引擎盘点
https://t.co/bUqFcz8ZNj

[Bonnie @Regina1830]

【英文】「Play-to-Own」（P2O）——下一代 Web3 游戏范式
https://t.co/Q11RBV7atv

[Bonnie @Regina1830]

https://t.co/A9yERDYc5m @eliasfraise7
@sbqrashinchapa
@roybalcarmelo1

[zkLink | Aggregated Rollup 🐊 @zkLink_Official]

🎉 Attention memecoin holders!
It’s time to join the "Fusion Dance Parade'' campaign by @zkLinkNova!
🦊 Like the Fox? Part of the Pac? How about summoning Chad? Ever wondered if you could reap rewards from just holding these following meme tokens?
@FoxyLinea
@ArbDoge_AI
@degentokenbase
@BasedBrett
@zeekcoin
@OmniCatCoin
🔥 Now's your chance! 🔥
📅 Date: 6PM 10th May - 10th June 2024 (GMT+8)

Read our blog for more details! https://t.co/2vbkDUDnCk

[zkLink | Aggregated Rollup 🐊 @zkLink_Official]

🎉 Attention memecoin holders!
It’s time to join the "Fusion Dance Parade'' campaign by @zkLinkNova!
🦊 Like the Fox? Part of the Pac? How about summoning Chad? Ever wondered if you could reap rewards from just holding these following meme tokens?
@FoxyLinea
@ArbDoge_AI
@degentokenbase
@BasedBrett
@zeekcoin
@OmniCatCoin
🔥 Now's your chance! 🔥
📅 Date: 6PM 10th May - 10th June 2024 (GMT+8)

Read our blog for more details! https://t.co/2vbkDUDnCk

[Space Nation 🛸 @SpaceNationOL]

🌌Space Nation <> @okxweb3 introduces the Bering X-pathfinder Edition Spaceship!

🫡Prepare to embark on an interstellar odyssey like never before with this limited-edition NFT Special Tier 1 Exploring Ship.

🛸 NFT Type: Special Tier 1 Exploring Ship
✅Price: WL 0.02 ETH - Public Sale 0.03 ETH
🔗Chain: Ethereum
🌟Quantity: 1155

🔢Allocation:
- 515 X Alpha Gate Holders
- 200 GTD x Logistikos Fuel events
- 400 x OKX Event
- Communities + Collaborations

⛏️Mint Phases:
1⃣For GTD Spot users (May 20th 14:00 — 16:00 UTC)
2⃣For Backup Spot users (May 20th 16:00 — 18:00 UTC)
3⃣Public Sale (May 20th 18:00 — 20:00 UTC)

📜Utilities:
✔️The best T1 exploration ship in the game
✔️Special gameplay for exploration ships
✔️Feats of Strength in POC to get OIK rewards
✔️Entry to Closed Beta 2.0

🦾Don't miss your chance to own this exclusive Spaceship and unlock the secrets of Telikos!

👉Learn more in our Medium article: https://t.co/15kbtNBnao

#SpaceNation #OKX #NFT #BeringXpathfinder

[OKX Wallet @wallet]

👋 Hey NFT fam! @SpaceNationOL is giving away 400 WL for their upcoming mint 🍬

📝 You know the drill! Complete tasks for a chance at that WL!

🗓️ Ends 15 May, 3PM UTC

Join Now👇
https://t.co/TwFQMv79aO

[Bonnie @Regina1830]

https://t.co/7nesIfioY2 @Annettele04
@Greshamam
@Agathasnms

[zkLink | Aggregated Rollup 🐊 @zkLink_Official]

Welcome @okxweb3 wallet to #AggregatedL3 Nova, the largest layer 3 by TVL 🚀

Now, Nova users can effortlessly plunge into the onchain dApp universe with the sleek OKX Wallet, putting the power of your assets right in your hands.

Important reminder: @zkLinkNova x Cryptopedia Season 15 is LIVE and kicking!

🎮 Dive in now for your shot at snagging a share of the sizzling 300K $ZKL prize pool.

Now run.
#zkLink #ZKL

[zkLink | Aggregated Rollup 🐊 @zkLink_Official]

Welcome @okxweb3 wallet to #AggregatedL3 Nova, the largest layer 3 by TVL 🚀

Now, Nova users can effortlessly plunge into the onchain dApp universe with the sleek OKX Wallet, putting the power of your assets right in your hands.

Important reminder: @zkLinkNova x Cryptopedia Season 15 is LIVE and kicking!

🎮 Dive in now for your shot at snagging a share of the sizzling 300K $ZKL prize pool.

Now run.
#zkLink #ZKL