Discover and read the best of Twitter Threads about #Blur

Most recents (19)

🧵1/14
#Blend 是“Blur Lending”的简称,#Blur 旗下的借贷平台。由白皮书可知,该协议主打“无需预言机、无期限、可清算、支持任意抵押品(包括 #NFT)的点对点借贷”,用户可以将手中的NFT抵押换取加密货币,也可以低首付(BNPL)购买NFT。目前只支持三个系列: #Cryptopunks#Azuki#MiladiesImageImage
2/14
流程
对于贷款人来说,在创建贷款报价时需要确定两件事:贷款量(“我想借出多少 ETH?”)和 APY 利率(“我想获得多少利率?”)。所有贷款都是无限期的,因此无需设置到期时间。
3/14
贷款人可以随时收回借出款项,借款人有 30 小时的时间直接偿还,或接受新贷款偿还第一笔贷款。如果借款人既不偿还贷款也不接受再融资,贷款人将在 30 小时期限结束后收到 #NFT,即便它的价值远高于贷款金额。当贷方触发再融资拍卖并且没有人愿意以任何利率接管债务时,NFT 可能会被清算。
Read 15 tweets
1/9

「NFT 0首付先买后付危险吗」

@blur_io 上线借贷功能衍生了一个新产品 BNPL - Buy Now Pay Later,可以用低至0首付购买NFT。

这个功能 @ParaSpace_NFT 已经上线运营很久了,我试着从两者差异入手,汇总下这个模式,尤其是blur模式的一些隐患,供参考。

#NFTFi #Blur #ParaSpace

🧵 Image
2/9

BNPL 是一种融资租赁手段,低首付购入NFT资产作为抵押物,在还完贷款前只拥有使用权,通常以衍生品形式存在。

重点关注

- 借贷模式
- 年化利息
- 清算规则

Blur 和 ParaSpace存在明显差异,先上结论

- 安全和权益 ParaSpace占优
- 灵活和精细 Blur占优
3/9

借贷模式

- Blur / Peer to Peer 点对点
- ParaSpace / Peer to Poll 点对池

Blur让每个用户根据NFT及稀缺属性发起颗粒度极细的借贷供需,极大释放NFT抵押灵活性,缺点是借方后续操作被动。

ParaSpace则提供借贷池(用户存入),根据NFT种类提供不同额度贷款,缺点是精细度不足。
Read 9 tweets
1/10

「Blur上线借贷动了谁的蛋糕」

@blur_io 正式上线了借贷功能,一个线程总结下变化和影响,先上结论:

/ 继续围绕流动性强攻
/ 有利于整个NFTFi赛道
/ 小图片市场或迎来反弹

#nftfi #Blur

🧵 Image
2/10

我们先盘点下,这次blur更新了哪些内容

/ 推出P2P lending 借贷
/ 推出 BNPL 首付购买蓝筹
/ 新增挖矿借贷积分

这3点提高NFT流动性,把bid池变借贷池。之前挖矿资金只停留在list和bid,这次把「买」作为主要目标。

没钱怎么买?答案是:借贷 + 分期 (还送积分)

3/10

P2P Lending

这是一种「点对点」借贷机制:

/ 任意资产(含)NFT做抵押物
/ 无预言机
/ 无到期日(有call)
/ 0 市场费用
/ 借贷利率协商

@NFTfi@x2y2 采用这种借贷模式,@BendDAO@ParaSpace_NFT 则采取 「点对池」 模式。

所以直观来看前2者受冲击,NFTfi上线积分空投,算一种防御 Image
Read 10 tweets
交易产品最重要的是符合常识。NFT 是非常特殊的品类。泡沫经不起交易频率的折磨,频次越高,价格会逼近买方下限,本来需求就非常薄,而且还是假的需求。

都是一锤子买卖,骗完就走的生意,病历本得多厚,搞连续竞价交易,还撮合。

钱都到手了,回头问受害人后悔?卖假文物的都笑了。

#Blur
任何NFT 包括固体的,纪念币/名表/名画,都是先去圈定范围再进行小范围拍卖。 媒体是很重要的一环,文化和价值感需要构建认知锚。围观是不允许的。

只知道画K 线和Swap 做不了高溢价的生意。 成交过程本身也是艺术。 电子符号和虚拟世界无法取代材质的真实质感。 根本上不是流动性的生意,而是文化
某大户Bayc爆仓,不熟的朋友问是不是我,这么高贵的图片我真买不起。

NFT和古董艺术品交易类似,交换的是热爱。线下一对一,以爱定价。

粗俗一点说,现在的连续撮合竞价是买春,不是高端相亲。

买春是交易成本定价,相亲是客户生命周期和热爱定价。

没见过在商业KTV里相亲的。
Read 3 tweets
Smart Money(聪明钱)是一个有趣的链上挖掘工作。
寻获聪明钱,往往能事半功倍,减少获得alpha++的时间成本。
并且在早期项目中,胜人一筹,获得先发优势。
正所谓买在无人问津,卖在人声鼎沸。
聪明钱往往就是那一小撮火眼晶晶的人。
今天我来解密,如何把握它们,并且如何寻找? Image
使用的工具软件准备: #Nansen#DeBank#Dune
专业用户,可使用 #Python +API 接口,做更深度数据挖掘工作。
上述工具, #Nansen#DeBank 建议走付费通道,将打开新的一扇大门。假如使用得当,可开启开挂人生。 ImageImageImageImage
#Nansen 教学举例。
1.第一步,做全扫描。看看今天聪明钱买入和卖出的情况。
例如以今天4月3号举例,👇👇
其中聪明钱买入了有 #BLUR #ROKO #GPT #AURA #ZERO 等。
其中聪明钱卖出了有 #HFT #SOV #THEO #SHIK

假如其中有不熟悉的项目,去项目官网,推特,查看和挖掘。 Image
Read 10 tweets
blur刷量搏杀、蓝筹价格阴跌,nft陷入中等收入陷阱
浅谈nft市场的现状和未来,以及blur的投资价值
#nft #blur
1、nft市场怎么了?

先看价格

熟悉的头部nft,punk跌到60,肚兜、clonex、月鸟,都来到3-4e区间

月鸟曾经可是40e+的,高攀不起的,高端金融人士专有社群的代表啊

肚兜和clonex作为最早一批的蓝筹,10e应该保底吧

然而现在就这吊样子了,币图双杀,你说惨不惨
2、再说行情

图圈真的承受了太多委屈

隔壁币子圈,还隔几个月来几个大行情大叙事

二级10-20倍的涨幅都有的,什么ai啊、香港币

嘎嘎乱杀

但是说实话,我真没听过图圈出过什么出圈级别的机会

零星的反弹,偶尔的回升,但整体还是一条死鱼

咸的
Read 16 tweets
Hello Guys👋

✨I want to share a very important #airdrop opportunity, so make sure to do it!!

@Dew_HQ, NFT market place on Polygon network, It's like #blur marketplace fork.

Don't forget to like-RT 😂
⛳️I would recommend you guys to take advantage of the Dew gg airdrop because the $BLUR airdrop brought in between $500-$10,000 and the interest for the $BLUR V2 airdrop is still high because people believing it would also be profitable.
⛳️To get a juicy airdrop, you must rise to the top of the rankings so here is,

What to do:

1- Trading NFTs and making bids
2- Invitation
3- Transactions made by the person you invited

4/
Read 5 tweets
Monday Top Crypto News.

Everything you need to know in one short thread…
The new episode of our newsletter was released last night, which includes our take on the current #macro environment.

Read it and sign up here

londoncryptoclub.substack.com/p/connecting-t…
Signature Bank’s crypto-related deposits will be returned to customers directly, rather than being taken over by a unit of #NewYork Community #Bancorp under a deal announced Sunday.
Read 10 tweets
#NFT 交易之后,盘点 #NFT借贷 细分领域的潜在变化。
该thread主要涵盖以下3个方面:
1⃣️NFT借贷模式、代表项目及其变化;
2⃣️#BAYC 及其直系NFT开启挖矿( $APE )功能;
3⃣️NFT细分业务的拓展整合.

附上之前NFT交易赛道的文章链接:
1⃣️NFT借贷模式、代表项目及其变化;
当前NFT以 #PFP 类为主,缺乏借NFT的需求,导致NFT借贷行为只发生在单边,即抵押 #NFT 借 $ETH 等币种,没有抵押ETH等币种借NFT的。

NFT借贷分为 #点对点#点对池 两种模式,两种模式的代表项目及其优缺点如下
#BendDAO #ParaSpace #NFTfi #X2Y2 #JPEG'd Image
其中点对池模式的效率要高于点对点模式,从币币借贷龙头 #AAVE 发展也可以看出,其借贷模式从早期的(ETHLend)点对点转变为现在的点对池模式。

因NFT具有的唯一性,似乎点对点模式更适合,但从当前各方面(#借贷规模#用户#TVL)数据来看,点对池模式逐渐占优。 ImageImageImage
Read 8 tweets
I started my career as a market maker at the Chicago Board Options Exchange and then CBOT (was a runner first, then a clerk, then a trader) Market makers are paid to provide a market. @blur_io is doing exactly that. Paying you to be a market maker. 1/🧵
Part of being a market maker is getting hit on the bids and then selling higher. Today's markets are so liquid you really don't need them anymore but the CBOE was new and they needed people like us for liquidity. So the spreads were juicy. 2/🧵
The traders on #blur are not true traders. They don't understand they should have a decent spread between their bid and the sell price. The spread is being filled with $blur. Traders are keeping a tight bid because they think losses will be offset by the drop 3🧵
Read 7 tweets
⚡The next $10.000 airdrop is closer than you think🧐

Сollected all the hot projects such as $Blur, @aztecnetwork, @layer3xyz, @LensProtocol and more so you don't miss anything.

It's a possible LIFE-CHANGING opportunities 👇

An airdrops MEGA Thread 🧵
1/30 Image
2/
I couldn't possibly process so much information in such a short period of time, so I'll rely on materials from my colleagues and myself.
3/ #NFTFI

The airdrop by #blur was the most audible and surprising event of the year. Let's see where else you may get involved for a chance to change your life.

@rektfencer's a good thread 👇
Read 26 tweets
What is the best NFT aggregator? 💎

I used the Beta GEM V2 for a whole week and I can tell you why it's better than Blur. Plus, I have some insider info on rewards 👀

(1/11) Read below to get access to the Beta and Airdrop 🪂 Image
GEM uses more than 150 marketplaces for listing. Its design is pleasant for the average user, and there are "Trending, Watchlist, Owned, Sweeps" tabs on the homepage.

(2/11) Image
Let's take a look at the Base 🔵 Collection. It's very convenient to track this collection with the “Analytics” tab, which shows “Top Performers, Holders, Minters, and Sales”

(3/11) Image
Read 11 tweets
今天都在热议#blur的帅哥创始人铁顺,随手翻他的博客,发现了一篇比他的帅照更让人惊讶的文章。铁顺写的这篇《抖音的飞轮是如何启动的》含金量极高,他从抖音的成功中学到了很多,你完全能在Blur的运营和打法中看到这篇文章的影子,值得每一个web3 builder读一读(原文链接在下面) 1/n
在文章中,他很犀利地指出抖音能启动飞轮靠的完全不是大家常说的字节个性推荐引擎或者产品有多优秀,而是靠抖音运营铁军高强度的运营。他列举了很多例子:发动整个运营队伍去竞品抢用户,私信Musically的创作者用奖励吸引他们迁移(Vampire attack);去艺术院校招募长得好看的同学批量入驻等… 2/n
在完成第一轮优质内容创作者的暴力拉新后,抖音像服务皇帝一样地伺候这些创作者,给无微不至的关怀和礼物福利(Airdrop)。最初的内容排序方法并不是个性推荐,而是运营团队人工决定给哪些内容推流量。当出现反响比较好的内容,运营团队会向包括微信等全网平台搬运带有抖音水印的视频,进行引流.. 3/n
Read 7 tweets
这文章很有价值,是我迄今为止看到对NFTfi分类阐释最清楚的,值得收藏!
简单写个线程,懒得看文章,看线程更好。

1.直接交易层 (52个项目)机会?
2.间接交易层 (70个项目)机会?
3.金融衍生层 (16个项目)机会?
4.赛道龙头图4.0
5.一点小建议

文章链接(强烈荐读):
panewslab.com/zh/articledeta…
1.直接交易层 (52个项目)
文中对ab有第三层细分,感觉意义不大。

a.NFT交易市场龙头 @opensea
b.NFT交易聚合器龙头 @blur_io
c.NFT自动做市商龙头 @sudoswap

目前opensea在blur面前颓势逐渐凸显,一开始是为了blur空投,用着用着会发现blur大幅提高交易效率,成为习惯。sudo个人感觉不太好用。
2.间接交易层 (70个项目)
a.NFT借贷协议 @BendDAO @ParaSpace_NFT @NiftyApes
b.NFT流动性提供商 @metastreetxyz
c.NFT碎片化 @tessera @prtyDAO
d.NFT租赁 @renftlabs
Read 10 tweets
Royalties for Art for HODL’ng vs Royalties (or lack thereof) for more tradeable PFPs via aligned incentives.

Maybe it's not either:or?

Hear me out on why all this can still be a net positive as the space matures. An attempt at a 🧵🧵 on the subject...
Royalties for Art: I personally believe artists deserve to sell their art, and a perk of NFTs from the moment I joined the space was the tech’s ability to monetize ongoing income thanks to appreciation and/or their art changing hands. (2/13)
(R4A Cont'd) With lower supply collections and especially 1/1 art @SuperRare has shown its continued prowess. Can something similar remain? Via any/all marketplaces where its set up as such? I feel many agree as to where a collection or #NFT asset belongs categorically (3/13)
Read 13 tweets
How did I get 72k $BLUR during the airdrop while making money on the platform? Here's a thread to help you earn "safe" Blur points. #NFA #DYOR #BLUR #AIRDROP 1/12
Currently, there are two ways to earn points for this second season of Airdrop: list your NFTs on Blur and place bids on collections. Plus, all points are doubled for one month. 🙂 2/12
Regarding listings: I highly recommend listing all your NFTs, even if you don't plan to sell them. You can list for a short time (1 day) above the floor price at a price it won't sell. The next day, repeat with the new floor price. 3/12
Read 13 tweets
Congrats to @blur_io for their recent $BLUR airdrop, and for all the $BLUR holders out there

#Blur's rise in the space has been impressive to say the least. As an NFT marketplace/aggregator, we look at Blur's climbing market share and how Blur Bids contributed to this

🧵
1/The main purpose of building Blur was to be different from the rest. Traditional NFT marketplaces focused on retail rather than an experience for professional traders. Infrastructure has to keep up as volume grows to help build a product that can assist all types of buyers.
2/ As an NFT aggregator, Blur has dominated both gem and genie by a mile. Their slick UI/UX paired with their astronomical transaction speed has helped pushed them to the top.
Read 11 tweets
n/1 一直玩NFT的朋友可能发现最近 #Blur 上又可以交易那些新发行的NFT了。包括之前无法交易的 #SewerPass 。之前无法交易是因为Opensea出台的新政策让项目方从合约层面把Blur限制了。但最近Blur想出了骚操作规避了这个限制。下面来看看Blur的鬼才操作。 Image
n/2 由于#Opensea的排他协议,导致大多数新发行的NFT项目方都ban掉了Blur,所以在之前的一段时间里Blur上只能交易那些老的NFT。但现在Blur通过骚操作,在平台上搭建了两套交易系统。老的NFT们在老系统上交易。新的限制了Blur的那些NFT在新系统上交易。
n/3 新系统的交易基于#Seaport,因为Blur自己的交易合约被限制了,所以Blur索性不用自己的交易合约,直接用Seaport的合约来进行交易。下面的图分别是Blur上#SewerPass和#Otherdeed的交易记录,但是你会发现SewerPass使用的是Seaport合约,而没有被限制的Otherdeed则沿用原本的blur.io Image
Read 6 tweets
【NFT交易策略】#BAYC 大户如何通过操控地板价明牌洗劫
💡有58只猴子的Franklin做为 #BAYC 的第八大持有者,是大户中做频繁交易最多的一人,最近他利用 #BendDAO 的设计漏洞和 #Blur 的0版税模式大肆洗劫 #BAYC 持有人,让钻石手们也在不知不觉中失去了他们引以为豪的猴子,看看他的玩法步骤:
🧵
1/在 benddao.xyz/en/auctions/he… 获得猴子的健康指数并计算清算所需的地板价
2/在 #Blur 中用接近清算价的地板价大量挂单,引起其他交易者恐慌竞相降低价格
3/在 #BendDAO 中因地板价下降被清算的猴子Franklin绝大多数情况下会是第一个出价者,如果拥有者赎回清算需要支付5%罚金给他
🧵
注:因地板价由他大量的猴子控制,所以其他人很难和他竞争成为第一个出价者
4/拍卖如果被赎回他获得出价的5%纯利,如果成功拍得猴子,马上在 #Blur 上挂单卖出获得起拍价与地板差价20%-实际出价溢价,又是纯赚
🧵
Read 5 tweets

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