collect模块是lens生态创造价值的核心，数量和时间limit版本的collect可以给这些nft创造稀缺性，然后创造一个二级市场的交易机会。数量和时间限制的自定义其实非常适合于销售门票之类的产品，或者是实物打折促销产品，期待在未来看到这些功能被大规模应用，从而创造大量的交易价值。
At present, eigenlayer is working on the test network. After the test network is completed, the main network will be launched. I look forward to seeing the main network launch of eigenlayer. I regard restaking as the upgrade and evolution of the underlying infrastructure outside the Ethereum base layer.
There will definitely be a positive improvement in the pledge rate of eth, and eigenlayer will gain some kind of orthodoxy because of its first-mover advantage. In the end, it is likely that there will be a winner-take-all situation. The logic is simple, why is Ethereum the only one that dominates now? In a more low-level sense, it is because Ethereum is the base layer that provides security, and this security is the highest only when all capital is put in one place.
This kind of view may be counterintuitive, just like in the field of investment. Many people say that diversification is the diversification of risk, but Buffett said to put eggs in a few baskets, and then be optimistic about these baskets. The strong position of Ethereum is determined by multiple factors such as first-mover advantage, legitimacy, community strength, and decentralization.
The emergence of re-pledging will continue to consolidate the advantages of Ethereum as a security layer, allowing more non-EVM blockchains to be included in the radiation range of Ethereum.
目前eigenlayer正在做测试网，测试网完成之后就会主网上线，非常期待看到eigenlayer的主网上线，我把restaking作为以太坊基础层之外的底层基础设施的升级和进化。
对于eth的质押率肯定会有正面的提升作用，而且eigenlayer因为拥有先发优势，将会获得某种正统性。最后很可能会出现赢家通吃的局面。逻辑很简单，为什么只有以太坊现在一家独大？从更加底层的意义上讲，是因为以太坊是提供安全的基础层，而只有把所有资本都放在一个地方的时候，这种安全性才是最高的。
这种见解可能是反常识的，就好像在投资领域一样，很多人说分散投资就是分散风险，但是巴菲特却说把鸡蛋放在少数几个篮子中，然后看好这几个篮子。以太坊的强大地位是来自于先发优势，正统性，社区力量，去中心化等多重因素所决定的。
再质押的出现，将会继续巩固以太坊作为安全层的优势，让更多的非EVM区块链也纳入到了以太坊的辐射范围。
In the field of defi, composability is very common, but composability in web3 social will also be very common.
Ecological projects based on lens, especially projects in different fields, can be combined with each other to create products that are more suitable for users and achieve a win-win and multi-win situation.
在defi领域，可组合性是非常常见的，但是在web3 social可组合性也将会非常普遍。
基于lens构建的生态项目，尤其是非同一领域的项目，可以相互组合，从而打造出更适合用户的产品，并且实现双赢和多赢的局面。
If rocketpool can achieve LEB4 in the future, I think rocketpool will soon reach 22% market share. And Lido does not limit its own market share, so in the end it is possible that Lido will occupy the main market share, followed by rocketpool.
如果rocketpool在未来能够实现LEB4的话，我认为rocketpool会很快就达到22%市场份额的占比。而Lido并不限制自己的市场份额，所以最后有可能Lido会占据市场的主要份额，其次是rocketpool。
Whether there will be a winner-take-all situation in the LSD market is quite possible. Because essentially LSD provides the liquidity of pledged derivatives, the larger the scale, the deeper the depth of liquidity, and people can easily convert pledged derivatives into ETH. What LSD creates is a stable currency market anchored to ETH. The larger the scale, the easier it is to anchor ETH. But who will be the real winner in the end is still uncertain.
LSD市场是否会出现赢家通吃的局面，这是很有可能的。因为本质上LSD提供的是质押衍生品的流动性，规模越大，流动性深度越深，人们可以非常方便地把质押衍生品兑换为ETH。LSD创造的是锚定ETH的稳定币市场，规模越大，越容易锚定ETH。但是谁才能成为最后真正的赢家，现在还不能确定。
Sometimes I feel that being an investor has no sense of accomplishment, because nothing has been created, and being a builder may be more valuable. But this kind of thinking is actually not correct. Investors and builders are both important to social development, but the division of labor is different. And the difficulty of becoming an excellent investor may be higher than that of an excellent builder.