#Defi #指數衍生品 #運行機制
【Defi 衍生品之夏 | 相對冷門的「鏈上指數衍生品」會有怎樣表現?】
💡本文主要從 Index Coop、PieDAO 和 Power Index 三個項目講述當前市場有代表性的 #鏈上指數衍生品
當前集中在 DeFi 賽道、元宇宙與 NFT 賽道 ...
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#同場加映
① Solana 蟲洞開啟!與以太坊的Wormhole跨鏈協議v2釋出;Sol 回彈19%
https://pse.is/3lzwgq/
② Sushi 逆轉!MISO駭客歸還全部資金、要 CTO 公開道歉,原來是私人恩怨?
https://pse.is/3p2k6b/
③Grayscale推出 DeFi 基金!追蹤 Coindesk 新指數:含 UNI AAVE COMP 等一籃子代幣
https://pse.is/3nuw3z/
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✅ 即時新聞Telegram頻道
https://t.me/blocktemponews
✅ 每日精選 LINE:
https://line.me/R/ti/p/%40kgx9780p
✅ #五千人投資討論群 (已滿)
https://line.me/ti/g2/htySqS7SoKOuGGFx4Gn9dg
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✅ 動區Line2群👇👇👇
https://bit.ly/dogemoon2
同時也有23部Youtube影片,追蹤數超過8萬的網紅FRAME,也在其Youtube影片中提到,( ※紹介アイテムについては概要欄をチェック! ) みなさんタイヤはどんなことを考えて選んでいますか?チューブラー、チューブレス、クリンチャー?どんなとこに注目してを選ぶといいの?今回の動画ではYsRoadイシザワさんがそんな疑問にお答えします! https://jitensha-hoken.jp/...
「power comp」的推薦目錄:
- 關於power comp 在 動區動趨 BlockTempo - 由社群而生的區塊鏈媒體 - Media for Blockchain Facebook 的最佳解答
- 關於power comp 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於power comp 在 運動營養博士 Jimmy Facebook 的精選貼文
- 關於power comp 在 FRAME Youtube 的最佳貼文
- 關於power comp 在 ITOI POWER Youtube 的最讚貼文
- 關於power comp 在 ITOI POWER Youtube 的最讚貼文
- 關於power comp 在 [徵求] 徵閃電Power Comp 143 坐墊- 看板bicycleshop - 的評價
- 關於power comp 在 Power Comp 座墊採用堅硬的碳纖維增強外殼和適合男性 ... 的評價
- 關於power comp 在 Specialized Power Comp Saddle - YouTube 的評價
power comp 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
power comp 在 運動營養博士 Jimmy Facebook 的精選貼文
感謝 莊昕悅營養師 製圖 被營養耽誤的繪畫設計師🤣🤣
只是小筆記,有些paper還沒看完,之後都會有完整版發文,單純分享,歡迎互相討論唷!
希望我指導教授看到不會問我 阿我癌症的有沒有整理🤭
#吉米健身營養 #運動營養博士Jimmy #小筆記
碳水:
1. 碳水佔比:正常飲食佔50-60%、減醣飲食20-40%、生酮飲食10%以下。
2. 碳水主要來源是全榖雜糧、水果、蔬菜與牛奶,所以生酮飲食的碳水部分幾乎只能吃蔬菜、豆魚蛋肉、油脂與堅果種子。
3. 生酮飲食目前研究,不影響運動表現,但不建議在增肌期使用。
4. 精製糖(營養標示碳水化合物下面那行「糖」),每日建議攝取量:男生50g以下、女生40g以下。
5. 60公斤的人平均肝醣在肝中約100g,在肌肉中約350g。
6. 每公斤肌肉中肝醣含量為15g (1.5%)。肌肉約等於40%體重。
7. 肝醣帶水很重,肝醣1g會帶2.7g水,總重2.7+1=3.7g。如果你60 kg,肌肉量24 kg (佔24%),肝醣量360g(1.5%),水重為972g,肌肉加帶水總重為1.3 kg。
8. 運動後建議補充簡單醣類(精製醣)1.2g/kg體重,回補肝醣。
9. 碳水可以增加胰島素,胰島素不能幫助肌肉合成,但可以預防肌肉降解。
10. 飲食中碳水比例55%,最長壽。所以低碳飲食,除非攝取植物性蛋白與脂肪為主,不然不建議長期使用。
脂肪:
1. 肉類包含蛋白質與脂肪,肉吃多不會只有蛋白質攝取高,脂肪也會攝取過多。
2. 減脂時普遍不缺脂肪,酪梨與堅果都與屬於油脂類,再健康都不需要多吃。
3. 膽固醇大部分是內生性的,跟吃海鮮蛋黃無關,蛋黃一天可以超過一顆。
4. 脂肪補充不會增加耐力型運動表現。
蛋白質:
1. 減脂期飲食蛋白質高比例(1.6g/kg體重以上),可以幫助肌肉維持。
2. 重訓後,肌肉蛋白在48小時內,肌肉合成速度都會提高,這段時間都可以補充優質蛋白質或乳清。
3. 2001年Esmarck文獻認為運動後2小時內補充蛋白質對肌力提昇及肌肥大效果比較有效。(後幾年文獻很多不認同,認為蛋白質合成時間不應該這麼狹隘)
4. 平常人每餐一次吸收的蛋白質平均上限為20g。蛋白質攝取會隨著年紀而增加,老年人平均每餐上限約為40g。
5. 但有阻力訓練維持的人,蛋白攝入40g比20g有更高的肌肉蛋白合成。
6. 較新文獻認為,年輕人單餐攝入的優質蛋白質(即乳清)平均為0.31 g / kg。
7. 40 g蛋白質可以在夜晚睡眠中維持較高的肌肉蛋白質合成速率。
8. 最優質蛋白質(擁有全面性胺基酸)來源:蛋、牛奶、乳清。
9. 每公斤體重要吃多少g蛋白質?成人1.1、老人1.2、耐力訓練1.3-1.7、阻力訓練1.6-2.2。
10. 植物性蛋白缺乏全面胺基酸,可使用兩種素食蛋白(例如穀類與豆類)搭配使用及增加使用量,一樣有增肌效果。
11. 高蛋白飲食可以有效減少肝臟脂肪堆積。
牛奶與乳製品:
1. 豆漿是豆魚蛋肉類,牛奶是乳品類,不一樣。
2. 骨質疏鬆建議負重訓練與補充蛋白質以外,要額外補充鈣1000-1200 mg、維生素D3 800 I.U.,約等於3瓶牛奶、曬太陽20 min。
3. 即使都有補充蛋白質、維生素D3 、鈣,沒有負重訓練,可能會有骨密度下降的問題。
4. 增加骨密度最好的運動,跳繩!
5. 肌少症建議負重訓練與補充蛋白質,可減少TypeII肌肉降解,預防肌少症發生。
減重:
1. 減重的過程中,脂肪減少的比例要占減少總重量70%才算有效減重。(每減重1kg,要減脂肪重0.7kg以上。)
2. 減重一定要熱量赤字,沒有熱量赤字使用任何減脂方法都是無效的。
3. 隔日斷食:一天正常飲食,隔天吃800大卡內循環。
4. 五二輕斷食:五天正常飲食,二天吃500大卡內。
5. 186斷食:一天18小時不吃東西,6小時內進食完畢。
6. 間些性斷食可以減重/減脂、改善胰島素阻抗,降血糖血壓,降低體內發炎反應。但對於改善血脂差異不大。
7. 減脂期3個月後一定要進休息期,改善代謝適應造成的減重卡關。
8. 作弊日是指休息日,類是像五二輕斷食的那五天,是正常飲食,不是暴食!
9. 休息期的介入可以保留較多的肌肉並同時減少更多的脂肪,且基礎代謝率也不會因為熱量赤字而大幅下降。
10. 充足的睡眠有更好的減脂效果。
11. 科學文獻已經證實,沒有運動後燃脂效應。
12. 女生最健康體脂為22%,17%以下有停經的可能。
13. 訓練強度愈強,後續所帶來的減脂效果愈好。有氧減脂效果沒有比較好。
14. 運動當下是燃燒肝醣不是脂肪,運動當下不會減脂。
15. 運動的減脂效應是肌肉搶走脂肪原本要拿走的碳氫能源,使的脂肪能量收入少,開始減脂。
16. 運動後馬上進食,對於整體減脂效果更好。
17. 訓前訓後的營養支持,對於運動表現沒有影響。
增肌:
1. 運動後補充碳水0.9g /kg +蛋白質0.3 g/kg體重,可以幫助肝醣回補及肌肉合成。
2. 增肌期,新手熱量多500-1000大卡,肌肉合成快。但老手建議多250大卡即可,肌肉成長慢,過多熱量容易轉為脂肪。
3. 肌肉合成需要:重訓刺激、全面性胺基酸(優質蛋白質)的補充。
4. 碳水補充不會增加肌肉合成。
運動營養:
1. 文獻中認為pre-workout中最有效的補充劑就是肌酸與丙胺酸,可以增加運動表現。
2. 水合型肌酸是目前被公認最有效形式,每天5g補充即可。填充期被證明不需要也可以慢慢到達肌酸最大存量。
3. 文獻中證實HMB,對於新手肌肉成長十分有效。
4. 運動前補充咖啡因可以提高運動表現。
5. 低肝醣對於短時間(45m)運動不影響運動表現,但長時間會。
6. 高肝醣存量可以增加耐力型運動表現。
7. 耐力型運動可以增加粒線體數目,心室容積增加,有氧產能提昇。
8. 運動後補充碳水與蛋白質比例3:1,效果最好!(量要依照每人每日熱量換算)
9. 喝水量每天被建議每公斤體重30-40c.c. 但是科學文獻證實沒有喝水量建議(因為個體差異太大,所以要適當調整)
10. 喝水不會提昇代謝率幫忙減脂。
11. 喝冰水可以降低中心溫度,增加運動表現。
12. 人體在缺水2%才會感到口渴,3%會降低運動表現。
13. 運動中建議每15分鐘要喝一次水。
14. 含有醣類、胺基酸的運動飲料跟水比,更能提昇長時間的運動表現。
1. Margolis, L.M., et al., Coingestion of Carbohydrate and Protein on Muscle Glycogen Synthesis after Exercise: A Meta-analysis. Med Sci Sports Exerc, 2020.
2. Biolo, G., et al., Insulin action on muscle protein kinetics and amino acid transport during recovery after resistance exercise. Diabetes, 1999. 48(5): p. 949-57.
3. Seidelmann, S.B., et al., Dietary carbohydrate intake and mortality: a prospective cohort study and meta-analysis. Lancet Public Health, 2018. 3(9): p. e419-e428.
4. Goedecke, J.H., et al., Metabolic adaptations to a high-fat diet in endurance cyclists. Metabolism, 1999. 48(12): p. 1509-17.
5. Garthe, I., et al., Effect of two different weight-loss rates on body composition and strength and power-related performance in elite athletes. Int J Sport Nutr Exerc Metab, 2011. 21(2): p. 97-104.
6. Phillips, S.M., A brief review of critical processes in exercise-induced muscular hypertrophy. Sports Med, 2014. 44 Suppl 1(Suppl 1): p. S71-7.
7. Esmarck, B., et al., Timing of postexercise protein intake is important for muscle hypertrophy with resistance training in elderly humans. J Physiol, 2001. 535(Pt 1): p. 301-11.
8. Macnaughton, L.S., et al., The response of muscle protein synthesis following whole-body resistance exercise is greater following 40 g than 20 g of ingested whey protein. Physiol Rep, 2016. 4(15).
9. Moore, D.R., Maximizing Post-exercise Anabolism: The Case for Relative Protein Intakes. Front Nutr, 2019. 6: p. 147.
10. Trommelen, J. and L.J. van Loon, Pre-Sleep Protein Ingestion to Improve the Skeletal Muscle Adaptive Response to Exercise Training. Nutrients, 2016. 8(12).
11. van Vliet, S., N.A. Burd, and L.J. van Loon, The Skeletal Muscle Anabolic Response to Plant- versus Animal-Based Protein Consumption. J Nutr, 2015. 145(9): p. 1981-91.
12. Lynch, H.M., et al., No Significant Differences in Muscle Growth and Strength Development When Consuming Soy and Whey Protein Supplements Matched for Leucine Following a 12 Week Resistance Training Program in Men and Women: A Randomized Trial. Int J Environ Res Public Health, 2020. 17(11).
13. Xu, C., et al., High-protein diet more effectively reduces hepatic fat than low-protein diet despite lower autophagy and FGF21 levels. Liver Int, 2020.
14. Kemmler, W., et al., Effects of High-Intensity Resistance Training on Osteopenia and Sarcopenia Parameters in Older Men with Osteosarcopenia-One-Year Results of the Randomized Controlled Franconian Osteopenia and Sarcopenia Trial (FrOST). J Bone Miner Res, 2020. 35(9): p. 1634-1644.
15. Cienfuegos, S., et al., Effects of 4- and 6-h Time-Restricted Feeding on Weight and Cardiometabolic Health: A Randomized Controlled Trial in Adults with Obesity. Cell Metab, 2020. 32(3): p. 366-378.e3.
16. Tinsley, G.M., et al., Time-restricted feeding plus resistance training in active females: a randomized trial. Am J Clin Nutr, 2019. 110(3): p. 628-640.
17. Nedeltcheva, A.V., et al., Insufficient sleep undermines dietary efforts to reduce adiposity. Ann Intern Med, 2010. 153(7): p. 435-41.
18. Lytle, J.R., et al., Predicting Energy Expenditure of an Acute Resistance Exercise Bout in Men and Women. Med Sci Sports Exerc, 2019. 51(7): p. 1532-1537.
19. Huhmann, K., Menses Requires Energy: A Review of How Disordered Eating, Excessive Exercise, and High Stress Lead to Menstrual Irregularities. Clin Ther, 2020. 42(3): p. 401-407.
20. Kuo, C.H. and M.B. Harris, Abdominal fat reducing outcome of exercise training: fat burning or hydrocarbon source redistribution? Can J Physiol Pharmacol, 2016. 94(7): p. 695-8.
21. Schoenfeld, B.J., et al., Pre- versus post-exercise protein intake has similar effects on muscular adaptations. PeerJ, 2017. 5: p. e2825.
22. Glynn, E.L., et al., Muscle protein breakdown has a minor role in the protein anabolic response to essential amino acid and carbohydrate intake following resistance exercise. Am J Physiol Regul Integr Comp Physiol, 2010. 299(2): p. R533-40.
23. Kreider, R.B., et al., International Society of Sports Nutrition position stand: safety and efficacy of creatine supplementation in exercise, sport, and medicine. J Int Soc Sports Nutr, 2017. 14: p. 18.
24. Hultman, E., et al., Muscle creatine loading in men. J Appl Physiol (1985), 1996. 81(1): p. 232-7.
25. Savoie, F.A., et al., Effect of Hypohydration on Muscle Endurance, Strength, Anaerobic Power and Capacity and Vertical Jumping Ability: A Meta-Analysis. Sports Med, 2015. 45(8): p. 1207-27.
power comp 在 FRAME Youtube 的最佳貼文
( ※紹介アイテムについては概要欄をチェック! ) みなさんタイヤはどんなことを考えて選んでいますか?チューブラー、チューブレス、クリンチャー?どんなとこに注目してを選ぶといいの?今回の動画ではYsRoadイシザワさんがそんな疑問にお答えします! https://jitensha-hoken.jp/blog/2019/09/roadbike-tire-comparison-ysroad/
今回は大幅に時間を拡大しとことん解説してもらいました、けんたさんも大満足の30分ぜひお楽しみください!!
今回紹介した自転車用品はこちら 。代表的なタイヤを選んでご紹介しています。 ※ワイズロードオンラインのリンクを使用しています。
[クリンチャータイヤ] MICHELIN(ミシュラン)POWER COMP
http://bit.ly/2lJkJwo
[チューブラー] Vittoria(ビットリア) corsa speed コルサ スピード
http://bit.ly/2knEbPm
[チューブレス] MAVIC(マヴィック) Yksion Pro UST
http://bit.ly/2lA7huV
こんにちは!マイペースに自転車を楽しむためのメディアの「FRAME」です!自転車選びのときに欲しい情報、メンテナンスなどのハウツーコンテンツ、もっと楽しむためのコンテンツなど、様々なコンテンツを配信していきます!是非チャンネル登録、高評価よろしくお願いします!
※※※※※※※※※※※※※※※※※※※※※※※※※※※※※※※
【FRAME マガジン】様々な自転車情報を発信しています!
https://jitensha-hoken.jp/blog/
【FRAME Shop】FRAME編集部 のおすすめ、オリジナルグッズを販売しています。
https://shop.frame.bike/
【Facebook】自転車情報はもちろん、編集部の普段の姿も見せちゃいます!
https://www.facebook.com/frame.bicycle/
【Twitter】たまにプレゼント企画などもやっておりま〜す!
https://twitter.com/frame_bike
【instagram】 写真付きの編集部によるインスタグラムです!
https://www.instagram.com/bicycle_frame/
power comp 在 ITOI POWER Youtube 的最讚貼文
【ロードバイクVLOG#61】美山ロード TT フルバージョン #cycling HD movie
0:11 上り2km
3:27 下り2km
6:04 上り2km
9:37 下り2km
11:17 ラスト1km
Frame: S-works Tarmac SL3
Comp: Shimano Dura Ace R9150 Di2
Wheels: Campagnolo Bora Ultra 50 クリンチャー
Tire: Michelin Power Competition 25mm
Stem: Deda Zero100 Performance 120mm
Handle Bar: Eston 400mm
Saddle: ANTARES R1
Instagram................►https://www.instagram.com/itoi_power
Twitter......................►https://twitter.com/itoi_power
Bike..........................►colnago v1r / specialized sworks tarmac
Powermeter.............►pioneer powermater
Camera....................►gopro / iphone7 plus
Video Edit................►adobe premiere & garmin virb
#cycling #ロードバイク #roadbike #サイクリング #colnago #v1r #自転車動画 #ロードバイクvlog #cyclingvlog #itoipower #ターマック #specialized #tarmac #sworks #sworkstarmac #TT #タイムトライアル
power comp 在 ITOI POWER Youtube 的最讚貼文
【ロードバイクVLOG#32】スプリント練習 MAX POWER SPRINT Gopro HD #cycling
1st Sprint: 1153w 前後
2nd Sprint: 1150w 前後
3rd Sprint: 1200w 前後
Instagram................►https://www.instagram.com/itoi_power
Twitter......................►https://twitter.com/itoi_power
Bike..........................►colnago v1r
Powermeter.............►pioneer powermater
Camera....................►gopro
Video Edit................►adobe premiere
【国内正規品】 GoPro ウェアラブルカメラ HERO5 Session CHDHS-502-AP
http://amzn.to/2DjZu8E
アスリートのための食トレ 栄養の基本と食事計画
http://amzn.to/2m8lOuz
長友佑都体幹トレーニング20
http://amzn.to/2DkxnpU
CERAMIC SPEED (セラミックスピード) UFO Drip チェーン コーティング
http://amzn.to/2mRUnW2
ミシュラン POWER COMP パワー コンプ BLK 700×25C タイヤ 2057030080890
http://amzn.to/2m8PuHI
パナレーサー チューブ R'AIR [W/O 700x23~28C] 仏式ロングバルブ(48mm) TW723-28LF-RA
http://amzn.to/2COye4X
井村屋 5本入スポーツようかん あずき 40g×5本
http://amzn.to/2CQqKhV
[海外直送品] エクステンド BCAA+シトルリン【マンゴーネクター】1231g サイベーション社
http://amzn.to/2CLJwHp
宮澤崇史の理論でカラダを速くするプロのロードバイクトレーニング
http://amzn.to/2CVt0oe
※上記製品リンクURLはAmazonアソシエイトのリンクを使用しています。
Track: CØDE - Duck Face [NCS Release]
Music provided by NoCopyrightSounds.
Licensed under Creative Commons Attribution 3.0: http://goo.gl/ATcAkB
#cycling #ロードバイク #roadbike #サイクリング #colnago #v1r #自転車動画 #ロードバイクvlog #cyclingvlog #itoipower #覚悟のペダリング #ヒルクライム #ダウンヒル #アタック#京丹後 #タンイチ #海の京都 #ターマック #specialized #tarmac #sworks #sworkstarmac
power comp 在 Power Comp 座墊採用堅硬的碳纖維增強外殼和適合男性 ... 的推薦與評價
Specialized Power Comp Saddle – Black☆ 閃電牌大功率短鼻座墊男版3種寬度【蛙不停】 ☆規格: ☆3種寬度①143mm ②155mm ③168mm ☆顏色: ☆黑☆材質: ☆座弓: Cr-Mo ... ... <看更多>
power comp 在 Specialized Power Comp Saddle - YouTube 的推薦與評價
Merev, karbon erősítésű héjú, Cr-MO nyeregpálcás, nők és férfiak számára is alkalmas Body Geometry dizájnú középső kivágással. ... <看更多>
power comp 在 [徵求] 徵閃電Power Comp 143 坐墊- 看板bicycleshop - 的推薦與評價
紅色為必填
商品名稱:Specialized Power Comp 座墊
商品規格:143 mm
交易地區:不限
意願價格區間: 2000 up
欲購新舊狀況:不限,越新越好
交易方式:台中面交/7-11店到店/宅配/其他
聯絡方式:站內信/其他
其他說明:
家附近的閃電借不到座墊,直接徵一個二手的用看看。
有願意割愛的大大請站內信我 m( _ _ ) m
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 223.137.175.68 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/bicycleshop/M.1639484526.A.70B.html
※ 編輯: oppi19 (223.137.175.68 臺灣), 12/14/2021 23:22:38
... <看更多>