mySwap Interface

https://www.myswap.xyz/#/

https://www.myswap.xyz/#/

starknet钱包插件：

Argent X

https://chrome.google.com/webstore/detail/argent-x-starknet-wallet/dlcobpjiigpikoobohmabehhmhfoodbb

https://chrome.google.com/webstore/detail/argent-x-starknet-wallet/dlcobpjiigpikoobohmabehhmhfoodbb

水龙头铸造TST

Argent x StarkNet test dapp

https://argentlabs.github.io/argent-x/

StarkEx是一种针对特定应用的扩展解决方案，目前正被几个以太坊项目使用，包括dYdX、ImmutableX、Sorare和DeversiFi。

StarkWare即将发布的StarkNet是一个无权限的ZK-Rollup网络，可以让开发者直接在第二层建构并启动应用程式。

StarkNet的目标是成为一个真正去中心化的多应用扩展解决方案。

下面开始我们的StarkNet测试教程

1）安装Argent X插件钱包

2）点击MINT，网络选择Goerli Testnet会获得1000个TST测试币

2）进入测试网，连接钱包

3）Swap

选择Swap数量，点击APPROVE钱包确认，然后再点击Swap钱包确认即可。

4）POOL

选择币种及数量，点击APPROVE钱包确认，然后再点击Swap钱包确认即可。

5)Mint NFT

进入网站，连接钱包

https://twitter.com/therealmoonbox

迅速带你了解 #Moonbox

以下是一则潜在alpha信息分享 Thread

🔹1/14

Moonbox的信息披露最早出现在8月4日PRNewswire的报道中，获得了由 @OKX_Ventures领投的100 万美元融资，本轮融资将用于加速产品增长，并继续开发其核心技术，该技术的核心是构建由最新的生成式 AI 技术支持的应用程序，用于 Web3 和 NFT 应用程序。

https://t.co/GQLMG0F4k4

🔹2/14

Moonbox是一家总部位于香港的人工智能和 Web3 初创公司，专注于开发人工智能交互协议，为包括 NFT 在内的不同数字资产赋予生命

今年7月，公司获得星爷电影《西游・降魔篇》、《西游・伏妖篇》与《美人鱼》的 IP，并计划在23年底前推出「AI Powered NFT」以及面向 NFT 持有者交互的 AI 应用

🔹3/14

OKX Ventures合伙人JeffRenOKX

https://twitter.com/JeffRenOKX

在8月初两次发文提及了与Moonbox的合作以及后续的期待，这在以往的投资中并不常见，管中窥豹的以为OKX对此次Moonbox投资的重视程度可能会超预期

结合OKX的布局可以想见，Moonbox将很有可能在OKX NFT市場首发

https://twitter.com/JeffRenOKX/status/1687407991245721601

🔹4/14

与此同时，在OKX Ventures宣布向 Moonbox投资 100 万美元的 A 轮股份后，OKB 代币于 8 月 4 日左右开始增长，不知这其中有没有什么必然联系 或许向市场发出了OKX正在积极寻求传统加密货币领域之外的增长机会的信号，以被投资者看好

🔹5/14

很快，在8月21日@BingXOfficial官方宣布通过其投资部门Bing Ventures战略投资Moonbox，投资金额未披露

与老牌机构OKX不同，BingX Ventures是21年新成立的投资部门，在市场上出手并不多，在8月底参与跟投的@BuidlerDAO，对于广大NFT玩家来说应该会更熟悉一些

https://www.prnewswire.com/news-releases/bingx-announces-strategic-investment-in-ai-and-web3-startup-moonbox-301905711.html

🔹6/14

值得一提的是，Moonbox也是BingX在Web3投资的首个NFT类项目

接连获得两家加密交易所的投资，这不禁引人联想，公司地处香港的Moonbox是否将来会有在港合规发币的可能性？

由于现有资料不多，期待后续各方公布更多的消息

🔹7/14

了解完项目融资端的背景，再来谈谈项目运营上的特点：

总结来说应该是懂得玩儿梗，并逐渐趋于Web3用户所钟爱的社区共建的方式

社交媒体上第一条与MoonBox有关的内容出现在8月22日，正值七夕情人节，星爷在INS上首次发文提及MoonBox，做实了合作传言（8月7号曾公布与OKX的Web3+AI项目会议）

🔹8/14

官方tw和Ins在8月25号同步发出了项目Logo的征集活动，这是整个项目冷启动的第一步，不难看出Moonbox一开始就已经想好了社区共建的思路 经过一番激烈的角逐，官方于9月8日以投票的方式决定并公布了以现在的Logo为最终定版

https://twitter.com/therealmoonbox/status/1695012765029814484

🔹9/14

官推在9月13号推文中借以九品芝麻官里舌灿莲花的经典桥段调侃了现今NFT市场的乏善可陈，也让不少NFT玩家对此深感期待

与之对应的是，自此之后，官方在后续推文的评论区中与用户互动地乐此不疲，回复诙谐，基本做到了有回必应的程度，实在难得

https://twitter.com/therealmoonbox/status/1701912039114039595

🔹10/14

欣慰的是，官推从第一天发文就始终坚持着双语运营，这点不同以往宣发定位高的中文区项目，并没有刻意去迎合海外用户而规避中文（通常会选择以全英文运营），应该也是一种对星爷ip全球化的文化自信吧

从官推引用memeland推文不难看出端倪，应该是要把meme进行到底

https://twitter.com/therealmoonbox/status/1702642513964843127

🔹11/14

这里引用了星爷电影中9527梗 现在想来，星爷电影中的无厘头元素和风格，或许是中国最早出现的meme文化了，在那个网络不发达的年代，无厘头的风格也被一代人奉为经典

同时附文回顾了塑造行业的12个历史NFT，是暗示我们将在NFT未来的历史上留下浓墨重彩的一笔吗？

https://twitter.com/therealmoonbox/status/1703618007413776645

🔹12/14

观察星爷自己在Ins上的路透，应该能窥见星爷对于涉足Web3的第一个项目Moonbox的用心程度

陪伴一代人长大的星爷，不论是做演员还是导演，留下的杰出作品灿若繁星，对艺术精益求精的态度无出其右，他的作品不但能带给人无厘头的欢声笑语，有阅历之后再看又能体会到其中对人性和社会的犀利讽刺

🔹13/14

看到这个项目的时候DNA动了

如果说是情怀，不如说更看好星爷做事的态度，事必躬亲，在自己以往的作品里不放过任何一个细节，做事如此，相信做产品亦如是

期待 #Moonbox 能像星爷的作品一样给大家带来无限惊喜，为沉寂已久的NFT市场注入活力

那个他，出走半生，归来仍是少年

🔹14/n

结束

在任务过程中需全程以高速进行交易

1.在Apetimism 上铸造Linea Ape Zonic NFT 系列

https://apetimism.com/launchpad/lineaape

1)连接钱包，切换到Linea测试网

2）此处可Mint两个NFT

3）完成

2.在 Zonic上列出任何 NFT

https://testnet.zonic.app/profile/0x4216fccdde0c43ac491819218cf32d2a04f13f5f?filter={%22tab%22:0,%22chain%22:59140}

1）转到我的 NFT并查看您在 Linea Goerli 上拥有的任何 NFT。

2）点击“卖出 NFT”按钮并输入价格。

3）查看详细信息并单击**“列出项目”**以开始列出

4）批准此 NFT 集合的转让权限。（仅限第一次，高速走）

5）完成

3.在 Zonic 上购买任何 NFT

1）查看出售的 NFT 列表。

https://testnet.zonic.app/collection/lineaape

2）单击您要购买的 NFT

3）单击立即购买并批准交易

4）完成

4.使用 Zonic 的传输功能传输任何 NFT

1）转到我的 NFTs并查看您要在 Linea Goerli 上转移的任何 NFT。

2）点击**“转账NFT”**，输入收款人地址.

3）点击Transfer Item并批准交易以发起 NFT 的转移.

4）完成.

1. 在测试开始之前先加入两个discord

进入网站👇：

https://discord.com/invite/blocked

如下图所示

sei：

https://discord.com/invite/sei

注意此处需进入两次

【二、下载Leap Cosmos Wallet】

进入网站：

https://chrome.google.com/webstore/detail/leap-cosmos-wallet/fcfcfllfndlomdhbehjjcoimbgofdncg/related?utm_source=website&utm_medium=permanent-website&utm_campaign=permanent

1.按照以下图示完成后续

保存助记词

点击右上角

搜索sei切换

注意：在切换SEI后在保存地址（不同的网有不同的地址）

点击左上角

保存密钥

【三、领水】

三种方式：

1.如图所示打开小青蛙点击并完成人机验证

2.进入此网站如图所示

https://app.seinetwork.io/faucet/

3.

进入sei的DC：discord.gg/Sei 找到子频道“devnet-faucet”， 输入：!faucet sei1vg7c0s7t545x8xpw6jdu27ev4avggwaklztv3n 注意，后面是自己的sei地址，自己替换

注意：三种方式都要做

【四、sei测试网】

进入网站：

https://edge.blocked.cc/products/1

1.登录

2.选择小青蛙登录

3.如图所示按此顺序进行：

（1）Sei Testnet Mission 1（任务1）

此界面需钱包有0.1SEI才可继续（详情看三、领水）

（2）验证discord（任务之前需加入dis）

第一次连接discord账户时可能遇到如图下情况

只需返回前一个网页在连接一次即可

如图所示测试任务1已完成

4.Sei Testnet Mission 2（任务2）

（1）如图所示:

点击this faucet 连接小青蛙，领取100USDC

（2）这里输入推特就可以继续（此前以在任务1已完成相关任务）

到这里任务2已完成

5.Sei Testnet Mission 3（任务3）

（1）这里之前领水已完成可直接点击Next继续

（2）这里需用SEI兑换不少于1个RUM

进入网站：

https://testnet.sparrowswap.xyz/

注意：兑换不少于1个RUM

(3)点击Next

（4）到此任务3已完成

以上为SEI测试的全部教程

完成starknet官方论坛教程可以获得初级和高级证书。（目前只有310个人） 官方代币经济学有8.1%未分配归社区决定，论坛作为社区治理的一部分，可能会成为空投的一个参考维度。 除了获得证书，可以积极参与治理提案，为潜在空投增加权重。 下面是交互教程，文末有彩蛋兽👇

2/8

首先我们先来获取初级证书，图中有详细交互步骤哦

1.进入官方论坛注册账户 https://community.starknet.io

2.注册后点右上角的Greetings

3.为帖子添加书签

4.复制其中任意链接然后回复

3/8

5.回复一个表情符号 如下 :)

6.向Discobot发消息并 @discobot

7.回复一条带有加粗或者斜体词的语句

8.引用任意一句话然后回复

4/8

9.找到独角兽点爱心然后随意回复一张图片

10.最后按照图中所示完成获得初级证书

5/8

1.首先对初级证书这条进行回复，一共回复三次，就是Reply三次（图1-2） 第一次：

第一次：@discobot re

第二次：@discobot display help

第三次：@discobot start advanced tutorial

2.点击编辑，替换任意语句，保存

3.点击右下角三个点-垃圾箱标志，删除帖子

6/8 4.删除帖子以后，点击取消按钮

5.然后弹出对话后，我们继续回复。点击Reply。

回复：#cairo-development gm

6.然后我们点击右侧铃铛-Tracking

7/8

终于最后一步啦，继续回复推文，点击齿轮，点击隐藏详细信息并回复

[details=Select me for details] GM（这个GM是可以任意替换的，随意写） [/details]

以上，就可以获得高级证书啦。做起来比较繁琐，小伙伴们仔细按照图文内容填写就可以，做错了没关系，会有提示，从头开始。

Qualitative analysis uses subjective judgment to analyze a company's value or prospects based on non-quantifiable information, such as management expertise, industry cycles, strength of research and development, and labor relations.

Qualitative analysis contrasts with quantitative analysis, which focuses on numbers found in reports such as balance sheets. The two techniques, however, will often be used together to examine a company's operations and evaluate its potential as an investment opportunity.

KEY TAKEAWAYS

• Qualitative analysis uses subjective judgment based on "soft" or non-quantifiable data.

• Qualitative analysis deals with intangible and inexact information that can be difficult to collect and measure.

• Machines struggle to conduct qualitative analysis as intangibles can’t be defined by numeric values.

• Understanding people and company cultures are central to qualitative analysis.

• Looking at a company through the eyes of a customer and understanding its competitive advantage assists with qualitative analysis.

0 seconds of 1 minute, 25 secondsVolume 75%

1:25

Qualitative Analysis

Basics of Qualitative Analysis

The distinction between qualitative and quantitative approaches is similar to the difference between human and artificial intelligence. Quantitative analysis uses exact inputs such as profit margins, debt ratios, earnings multiples, and the like. These can be plugged into a computerized model to yield an exact result, such as the fair value of a stock or a forecast for earnings growth. Of course, for the time being, a human has to write the program that crunches these numbers, and that involves a fair degree of subjective judgment. Once they are programmed, though, computers can perform quantitative analysis in fractions of a second, while it might take even the most gifted and highly-trained humans minutes or hours.

Qualitative analysis, on the other hand, deals with intangible, inexact concerns that belong to the social and experiential realm rather than the mathematical one. This approach depends on the kind of intelligence that machines (currently) lack, since things like positive associations with a brand, management trustworthiness, customer satisfaction, competitive advantage, and cultural shifts are difficult, arguably impossible, to capture with numerical inputs. 

Understanding People and Qualitative Analysis

Qualitative analysis can sound almost like "listening to your gut," and indeed many qualitative analysts would argue that gut feelings have their place in the process. That does not mean, however, that it is not a rigorous approach. Indeed, it can consume much more time and energy than quantitative analysis.

People are central to qualitative analysis. An investor might start by getting to know a company's management, including their educational and professional backgrounds. One of the most important factors is their experience in the industry. More abstractly, do they have a record of hard work and prudent decision-making, or are they better at knowing—or being related to—the right people? Their reputations are also key: do their colleagues and peers respect them? Their relationships with business partners are also worth exploring since these can have a direct impact on operations.

Company Culture and Qualitative Analysis

The way employees view the company and its management is important. Are they satisfied and motivated, or do they resent their bosses? The rate of employee turnover can indicate employees' loyalty or lack thereof. What does workplace culture say about the company? Overly hierarchical offices promote intrigue and competition and sap productive energy; a sleepy, unmotivated environment can mean employees are mainly concerned with punching the clock. The ideal is a vibrant, creative culture that attracts top talent.

Gathering Data for Qualitative Analysis

Admittedly, gathering data for qualitative analysis can be difficult. Fortune 500 CEOs are not known for sitting down with retail investors for a chat or showing them around the corporate headquarters. In part, Warren Buffett can use qualitative analysis so effectively because people are willing to give him access to their time and information. The rest of us have to sift through news reports and companies' filings to get a sense of managers' records, strategies, and philosophies. The management discussion and analysis (MD&A) section of a company's 10-K filing and quarterly earnings conference calls provide a window into strategies and communication styles. Clear, transparent communication and coherent strategies are useful. Buzzwords, evasiveness, and short-termism, not so much.

Qualitative Analysis in Context

Customers are the only group more crucial to a company's success than management and employees since they are the source of its revenue. Ironically, if a company places customers' interests before shareholders, it may be a better long-term investment. If feasible, it's a good idea to try being a customer. Say you're considering investing in an airline that has reined in costs, beat earnings estimates in three consecutive quarters, and plans to buy back shares. When you try to actually use the airline, however, you find the website bug-ridden, the customer service representatives cranky, the extra fees petty, and your fellow passengers resentful. The negative experience tells you that the company has a lack of priority for its customers and to be careful making an investment in the airline.

A company's business model and competitive advantage are vital components of qualitative analysis. What gives the firm an enduring leg up over its rivals? Has it invented a new technology that competitors will find hard to replicate, or that has intellectual property protection? Does it have a unique approach to solving a problem for its customers? Is its brand globally recognized—in a good way? Does its product have cultural resonance or an element of nostalgia? Will there still be a market for it in twenty years? If you can plausibly imagine another company stepping in and doing what this one does just a little bit better, then the barrier to entry may be too low. Why will an un-established company be the one to create or disrupt its chosen market, and why won't it then be replaced in turn?

Real-World Example of Qualitative Analysis

The idea behind quantitative analysis is to measure things; the idea behind qualitative analysis is to understand them. The latter requires a holistic view and a fact-based overarching narrative. Context is key. For example, a CEO who dropped out of college would be a red flag in some cases, but Mark Zuckerberg and Steve Jobs are exceptions. Silicon Valley is, for better or worse, a different beast. A look at McDonald's Corp's (MCD) financials a few years ago would have told you nothing about a looming backlash against cheap, unhealthy food. On the other hand, a purely qualitative approach is vulnerable to distortion by blind spots and personal biases. Quantitative measures can act as a check on these tendencies.

A zero-beta portfolio is quite unlikely to attract investor interest in bull markets, since such a portfolio has no market exposure and would therefore underperform a diversified market portfolio. It may attract some interest during a bear market, but investors are likely to question whether merely investing in risk-free, short-term treasuries is a better and cheaper alternative to a zero-cost portfolio.

KEY TAKEAWAYS

• A zero-beta portfolio is constructed to have zero systematic risk—a beta of zero.

• Beta measures an investment's sensitivity to a price movement of a specifically referenced market index.

• Zero-beta portfolios have no market exposure so are unlikely to attract investor interest in bull markets, since such portfolios would underperform diversified market portfolios.

0 seconds of 4 minutes, 0 secondsVolume 75%

4:00

Understanding Beta

Understanding Zero-Beta Portfolios

Beta and Formula

Beta measures a stock's (or other security's) sensitivity to a price movement of a specifically referenced market index. This statistic measures if the investment is more or less volatile compared to the market index it is being measured against.

A beta of more than one indicates that the investment is more volatile than the market, while a beta less than one indicates the investment is less volatile than the market. Negative betas are possible and indicate that the investment moves in an opposite direction than the particular market measure.

For example, imagine a large-cap stock. It's possible that this stock could have a beta of 0.97 versus the Standard and Poor's (S&P) 500 index (a large-cap stock index) while simultaneously having a beta of 0.7 versus the Russell 2000 index (a small-cap stock index). At the same time, it could be possible the company would have a negative beta to a very unrelated index, such as an emerging market debt index.

The formula for beta is:

Beta = Covariance of Market Return with Stock Return / Variance of Market Return

A Simple Zero-Beta Example

As a simple example of a zero-beta portfolio, consider the following. A portfolio manager wants to construct a zero-beta portfolio versus the S&P 500 index. The manager has $5 million to invest and is considering the following investment choices:

• Stock 1: has a beta of 0.95

• Stock 2: has a beta of 0.55

• Bond 1: has a beta of 0.2

• Bond 2: has a beta of -0.5

• Commodity 1: has a beta of -0.8

If the investment manager allocated capital in the following way, he would create a portfolio with a beta of approximately zero:

• Stock 1: $700,000 (14% of the portfolio; a weighted-beta of 0.133)

• Stock 2: $1,400,000 (28% of the portfolio; a weighted-beta of 0.154)

• Bond 1: $400,000 (8% of the portfolio; a weighted-beta of 0.016)

• Bond 2: $1 million (20% of the portfolio; a weighted-beta of -0.1)

• Commodity 1: $1.5 million (30% of the portfolio; a weighted-beta of -0.24)

This portfolio would have a beta of -0.037, which would be considered a near-zero beta portfolio.