Azaddeen retweeted
Every leverage product sends a bill. Almost none tell you who really pays it.
Hidden funding rates, swap fees, a slow decay: the invoice exists, just buried.
@2FactorFinance shows its books.
• Risk is cut into two perpetual tranches
• Senior: the shielded slice, where the junior's fee winds up
• Junior: the boosted portion, with no liquidation trigger and nobody hedging against it
Common setups are priced off shorting costs. Here the basis is stable yield, cheaper and calmer.
Each asset receives a custom multiple of its own from its trend speed and how wildly it swings. Bitcoin, near 60 percent volatility, lands right around 1.33x; stocks, at 16 to 19%, run past 3x. Base is the home; the crypto leg is on testnet.
Season One, in plain terms:
• Earned through checked actions: writing, studying, inviting
• Balances score zero too
• The program closes at launch, freezing the board
• The leading ten ranks share 1 BTC, paid as cbBTC: 18.2% for first, 1.8% for tenth
Marks hold no cash value, can't move across accounts and do not represent ownership of any token.
What I'm watching: whether the geared side survives a long slump. That is the only test that matters.
Drop a single number: the most gearing that coin can carry for a decade without fading. The design already has one; poke it. Best case earns a reply from me.
My invite (I benefit if you qualify):
points.2factor.finance/r/su8…
Azaddeen retweeted
Crypto privacy has a structural flaw.
Protecting data usually means sacrificing the ability to prove what is true.
Hide everything, and counterparties cannot verify claims, assess risk, or establish trust.
Reveal everything, and sensitive financial data becomes a liability.
Institutions will not expose their full position just to participate onchain.
Neither extreme scales.
The real breakthrough is making data useful without making it visible.
Proving sufficient collateral without disclosing the portfolio.
Verifying compliance without exposing identity.
Computing risk on encrypted financial data without decrypting it.
That is the difference between simply hiding information and making privacy compatible with verification, computation, and accountability.
This is the problem @primus_labs is solving, using zero-knowledge proofs and fully homomorphic encryption to keep private data both verifiable and computable.
The implications go beyond confidentiality. They point toward financial systems where sensitive information stays protected while the facts required for decisions can still be established.
Privacy should not force a choice between confidentiality and trust. It should make both possible.
That is the infrastructure onchain finance needs.
s.kaito.ai/YhoUs4Y
Azaddeen retweeted
I got 89/100 on this AI scam quiz and it called me The Golden Retriever.
Apparently I have a big heart and I trust too fast lol
Really great stuff shippped by @MEXC and @apcollective
i have been saying i can’t be scammed for years.
6 questions in this test really showed otherwise,
what the quiz taught me about AI scams is simple.
They look clean now, they sound friendly, and they know exactly what to say to you.
So if an AI scam landed in your DMs today, would you spot it?
I was sure I would. My score says I’d need a second look.
The sharpest people I know still reply too fast when something sounds urgent.
Good to see @MEXC takes user security seriously and teamed up on something that gets people checking themselves before it costs them.
A platform can only protect you so far. Knowing what to look out for is the other half, and this quiz hands you that.
I’d rather we find our blind spots here than in real life.
If you beat 89, I’ll say you’re the sharper one in public.
If you don’t, you’re buying lunch.
drop your score in the comment section
You can take the quiz here:
ai-safety-score.apcollective…
AI scams are getting harder to spot than the real thing
We built the AI Safety Score with @MEXC to test how safe you really are
Try it now: ai-safety-score.apcollective…
Azaddeen retweeted
Conventional leverage products are structurally constrained by liquidation thresholds and decay over time due to volatility drag and financing costs. This limits their utility to short-term speculation rather than long-term holding.
@2FactorFinance approaches this differently. The protocol partitions an asset's volatility into two perpetual tranches:
A senior tranche with deep downside protection
A junior tranche offering capital-efficient leverage with no liquidation risk
This mechanism is volatility-specific, not asset-specific. At ~60% BTC volatility, the productive leverage band closes early, which is why the junior tranche targets ~1.33x. At 16-19% equity volatility, the band extends past 3x. Bitcoin is the hardest test case, not the final destination.
2Factor is now live on Base, working with Coinbase to bring Kelly-optimized leverage onchain for their tokenized stocks ecosystem. BTC markets are currently on testnet.
Points Program - Season 1:
I've joined the program. Season 1 focuses on social activities, education, and referrals. The top 10 leaderboard positions will split 1 BTC (paid in cbBTC) on a fixed rank curve (18.2% at rank 1 down to 1.8% at rank 10).
Important: Marks are earned only through verified actions. No purchase, deposit, or holding qualifies. Marks have no cash value, are non-transferable, and do not represent a claim on any token.
Join the program and grab your referral
link here:
points.2factor.finance/r/y1a…
Azaddeen retweeted
The top 10 split 1 BTC. But that doesn’t mean everyone gets 0.1 BTC.
That’s an important detail about @2FactorFinance’s Points Program.
First place receives 18.2% of the prize pool. Tenth place receives 1.8%. Same leaderboard, very different payouts.
I actually joined the program earlier, followed the account and completed some activities.
But when I understood how competitive those ten winning spots were, I stepped back.
So if I’m telling people about it again, I’d rather explain exactly what they’re participating in.
Season 1 rewards three kinds of verified actions:
• Social activities
• Education tasks
• Referrals
These activities earn Marks, not guaranteed BTC prizes.
Purchases, deposits and holdings earn no Marks. The Marks themselves have no cash value, cannot be transferred and aren’t claims on any token or asset.
When Season 1 ends at the full protocol launch, the leaderboard freezes. The top 10 eligible accounts share the 1 BTC prize pool, paid in cbBTC, according to the fixed ranking curve.
There’s also a product behind the competition.
2Factor’s public beta is live on Base, bringing Kelly-optimized leverage onchain while working with Coinbase toward applications in its tokenized stocks ecosystem.
Rather than assigning every asset the same leverage multiple, the protocol considers volatility and long-run drift. Its senior and junior tranche structure also changes how leveraged exposure is financed, although market risks remain.
For me, understanding the actual competition matters as much as knowing the headline prize.
If you’re eligible and interested in participating, you can explore the Points Program through my link. If eligible myself, I may earn Marks from qualifying referrals.
points.2factor.finance/r/zui…
Would knowing that first place gets over ten times the prize allocation of tenth place change how you approach the leaderboard?
🤝 Paid partnership
Azaddeen retweeted
Moving an asset onchain changes where it settles, not how its risk compounds over time.
Tokenization solved distribution, but it did not solve capital structure.
Look at Coinbase’s tokenized stocks ecosystem on Base.
Over a 30 day window, decentralized exchange trading volume crossed $1 billion as the lineup expanded from four tickers to ten.
Demand for trading equities onchain is clear.
Yet tokenized equities inherited traditional market hours without inheriting market makers or a financing architecture built for long horizon holders.
When I evaluate leveraged structures, the core problem is why conventional designs fail anyone holding beyond a few days.
Two separate forces compound against long term positions:
1. Volatility drag: The pure mathematics of compounding.
Daily resets create a widening gap between average daily price movement and cumulative account performance.
2. Financing drag: The ongoing capital cost charged by institutions supplying the exposure.
Choosing a lower multiple does not fix expensive financing and reducing financing costs does not remove the arithmetic of volatility.
A structure built for months or years has to solve both.
@2FactorFinance public beta is now live on Base, working alongside Coinbase’s ecosystem to bring Kelly optimized leverage onchain and offer a practical long term holding use case for tokenized stocks.
Instead of pricing leverage against the cost of short sellers, 2Factor segments an asset's volatility into two perpetual tranches:
• Senior tranche: Supplied by capital providers seeking stable, predictable compensation paired with deep downside protection.
• Junior tranche: Provides capital efficient leveraged exposure with no liquidation risk and no external hedging counterparty, paying the funding premium that supports the senior side.
Based on 2Factor’s calculations, sourcing leverage from stability focused capital cuts the all in cost of holding a leveraged single stock position by roughly 75 percent compared with conventional structures.
Sizing the exposure is equally critical.
Applying an arbitrary 2x or 3x label across every market ignores how volatility erodes compounding. Where an asset's long run drift outpaces both volatility drag and financing drag, a productive band of leverage exists.
Using Kelly optimized leverage, 2FactorFinance measures the target multiple directly from each asset’s volatility and drift:
• Bitcoin (~60% volatility): The productive band closes early at roughly 1.33x, which explains why conventional 2x and 3x BTC products decay over long horizons.
• S&P 500 (~16% to 19% volatility): Targets roughly 2.1x, with the productive band for equities extending past 3x.
• Gold: Targets roughly 2.35x.
Bitcoin was the hardest proving ground for this mechanism; tokenized stocks on Base are where volatility segmentation scales.
I joined the 2Factor Finance Points Program in Season 1 to track this rollout and examine the mechanism in practice.
The program rewards participants with Marks strictly for completing verified actions, specifically social activities, education, and referrals.
Buying, depositing, or holding assets earns zero Marks.
When 2Factor Finance officially launches, the Season 1 leaderboard freezes.
The top 10 accounts on the leaderboard split a 1 BTC prize pool (paid in cbBTC) on a fixed rank curve from 18.2 percent at rank 1 down to 1.8 percent at rank 10. Marks have no cash value, cannot be transferred and are not a claim on any token or asset.
Join the Season 1 Points Program through my referral link below to start completing verified educational and social actions:
points.2factor.finance/r/5f1…
When holding a leveraged position across multiple quarters, which factor do you consider the bigger structural obstacle: liquidation risk during sharp drawdowns, or the cumulative drag of financing costs and volatility resets?
🤝 Paid partnership
Azaddeen retweeted
Most leveraged products make one decision for every asset: pick 2x or 3x and apply it to everything. That is like prescribing the same dose to everyone in the waiting room.
@2FactorFinance is built on a different idea. It uses Kelly-optimized leverage, so the multiple is sized to each asset's own behavior. For Bitcoin that lands near 1.33x, which looks almost too modest until you see the reasoning behind it.
It is live on Base and works with Coinbase's tokenized stocks, so the same logic can extend beyond Bitcoin.
The Points Program runs alongside it. Season 1 rewards social activity, education and referrals, and no purchase or deposit is needed to take part. The top 10 on the leaderboard split 1 BTC when the season closes. Marks have no cash value and cannot be transferred.
I joined because I wanted to understand the sizing logic, not chase the prize. If you join through my link and qualify, I may earn Marks too:
points.2factor.finance/r/lab…
If you could set the leverage on one asset yourself, which would you pick, and would you go lower than you think?
Azaddeen retweeted
I assumed Marks were a popularity contest. Then I noticed the word verified.
The first thing I did in the 2Factor Points Program was open X, read the campaign information, and post about what @2FactorFinance is building. I expected posting and engagement to carry me up the leaderboard. The emphasis on verified actions changed that. I stopped trying to stay visible and started completing the actual tasks.
What 2Factor builds is leverage meant to survive long holding periods. Volatility drag and financing drag wear leveraged holders down, so the multiple is matched to each asset: about 1.33x for Bitcoin, whose volatility near 60 percent leaves a narrow working range. It runs on Base and works with Coinbase, and tokenized stocks are a clear use case.
Season 1 Marks come from three kinds of action:
• social activity
• education
• referrals
Buying, depositing or holding earns nothing. Marks have no cash value, cannot be transferred, and are not a claim on any token. When Season 1 ends at launch, the top 10 on the leaderboard divide 1 BTC, paid in cbBTC. That is a chance, never a guarantee.
If you would rather earn a place by doing the work than by being loud, join the program here:
points.2factor.finance/r/e4m…
When you join a campaign, do you reach for visibility or verified work first?
Azaddeen retweeted
Owing $100 meant nothing on day one. A few very quiet days later, it was everything.
A friend lent it for stocking my shop. I expected quick sales, so paying him back seemed a given.
Then customers asked prices and left empty-handed. I checked the till daily. Even a small gain came with the debt as my first thought. He never pushed me, but I carried it.
Being correct about the idea was not the problem. Having room to wait for it was.
That is the lens I used to read @2FactorFinance. It runs on Base, works with Coinbase, and brings Kelly-optimized leverage onchain, a fit for Coinbase's tokenized stocks. Two forces work against leveraged holders over time:
• volatility drag, which is pure math
• the cost of the capital behind the exposure
Most such structures get liquidated midway or decay, so they suit only short spans. 2Factor is built to hold through the delay.
Season 1 of the Points Program rewards verified actions:
• social activity
• education
• referrals
Putting money in earns no Marks. They have no cash worth and are not a claim on any token. The opening round ends at launch, when the board freezes. Ten ranks split 1 BTC, paid in cbBTC.
Open my link, finish one task, and see where you stand tomorrow:
points.2factor.finance/r/fbg…
What are you holding at this moment that could not survive a slow month? Name it, and say how many weeks it might last.
Azaddeen retweeted
My thumb was already swiping past another rewards campaign.
Two phrases froze it midway: tokenized stocks and onchain leverage. So I clicked.
@2FactorFinance targets the cost of keeping a leveraged bet for years. A pair of forces pulls on its owner:
• the math of price moves
• the price of the capital behind it
Its fix is a distinct multiple for every instrument. Bitcoin lands near 1.33x, since swings of roughly 60 percent narrow the workable range. It operates on Base with Coinbase, a clear fit for those shares.
Next I read the Points Program fine print. Marks flow from checked tasks alone:
• posting
• studying
• inviting
Purchases, deposits and extended holds count for none. The tally is not currency, cannot change wallets, and claims no stake in a token. When Season 1 closes at launch, the ten best ranks divide 1 BTC in cbBTC. A shot, no guarantee.
I signed up and began with the lessons, as I wanted to understand it before chasing anything.
My referral link:
points.2factor.finance/r/lrc…
Which wins when one more shows up: curiosity or caution?
Azaddeen retweeted
I wore my friend's 3x like a borrowed coat, and it did not fit.
He called it routine, so I opened a $50 BTC long at 3x. In the opening minutes the profit sprinted and I loved it. Then the price slipped a little, and my balance sank much faster than I had braced for. I kept refreshing the chart, praying for a rebound, until I closed it out. He stays calm in moments of that kind. I couldn't.
Advice travels badly, but tolerance stays with its owner. Since then, I check whose stomach an idea was designed for.
@2FactorFinance approaches calibration the opposite way. Running on Base and teaming with Coinbase, it brings Kelly-optimized leverage onchain, a tidy match for the tokenized stocks arriving there. Each instrument gets a number made for it:
• Bitcoin, swinging around 60%: roughly 1.33x
• Equities, calmer at 16 to 19%: far beyond 3x
Behind those numbers, one half is cushioned from drops and its counterpart carries amplified gains and losses with no forced closure. They inherited trading hours without inheriting market makers, so a tailored figure gives them the structure they lacked.
I joined the Points Program, where Season 1 pays out Marks for tasks alone:
• posts
• lessons
• invitations
Money parked in the protocol scores zero. Marks aren't currency, can't change wallets, and confer no claim on a token. When the standings freeze at launch, the ten leading entrants share 1 BTC in cbBTC.
My invite link:
points.2factor.finance/r/e4m…
Which failed you: the copied rule, your nerves, or the trade itself? Name the ticker, the size, and the exact moment you flinched.
Azaddeen retweeted
Every product got the same $200 slice. Simple, fair, and wrong. That was my restock plan, and it cost me.
Weeks later the truth showed up on my own shelves: three items vanished daily, the rest gathered dust. Money stayed frozen in what nobody wanted, while best sellers ran dry.
Oddly, that mess is the cleanest lens I use for @2FactorFinance. It lives on Base, teams up with Coinbase, and brings Kelly-optimized leverage onchain, a fitting match for Coinbase's tokenized stock world. Instead of one number for all, each asset gets the size its own behavior can bear:
• Bitcoin, at roughly 60% volatility: about 1.33x
• S&P 500, at 16 to 19%: about 2.1x
• Gold: about 2.35x
Inside, an asset's swings are cut into two tranches: a senior one with deep downside protection, and a leveraged junior one with no liquidation risk.
Season 1 of the Points Program pays only for verified actions:
• social posts
• education tasks
• referrals
That is the whole list. Nothing you put in earns Marks, and they are no claim on any token.
Ten leaderboard spots divide 1 BTC, paid in cbBTC, on a fixed curve from 18.2% for first place down to 1.8% for tenth.
Pick one task, post it today, and see where you land. My link:
points.2factor.finance/r/fbg…
Which shelf in your life is stuffed with slices that never earned them? Reply with yours, and I will tell you what I would cut back.
Azaddeen retweeted
just watched an ai make thousands of better ads in seconds and i am amazed
@UseFastlane
🤝 Paid partnership
Azaddeen retweeted
in defi it is not enough for ai agents to simply make the right decisions
how those decisions are carried out and whether the entire process follows clear rules are equally important
what i find interesting about @termix_ai is its aacp
through this system one agent can hire another agent for a service and the process goes beyond simple messaging everything is handled under predefined onchain rules
looking at the process step by step
a client posts a job
- providers submit bids
- one bid gets accepted
- funds are placed in escrow
- once the work is completed delivery is recorded onchain
if any issue or disagreement comes up three randomly selected evaluators are involved in dispute resolution
the good thing here is that both sides do not have to rely only on trusting each other
there are predefined rules for payment delivery and challenges
another important part is that every agent has its own .agent identity and onchain reputation
the more work an agent completes the more information its work history provides
this makes it possible to evaluate an agent not just by its own claims but also by looking at its previous work and performance
there are some interesting use cases for defi as well
>> research on liquidity opportunities
>> treasury management and portfolio analysis
>> smart contract auditing
>> risk reports and onchain data analysis
another thing worth mentioning is the termix fee model
the platform states that its protocol fee is set at 1–3% with the goal of allowing service providers to keep a larger share of their earnings
of course having onchain rules does not eliminate every risk
smart contract vulnerabilities incorrect outputs and evaluation errors are still important concerns
but the main point for me is this
agents need more than just the ability to perform tasks
they also need a reliable system for accepting jobs delivering work resolving disputes and receiving payments
@termix_ai and aacp are trying to build exactly that kind of system
as the agent economy grows clear work rules onchain reputation and reliable payments will become even more important
agent.family/
Azaddeen retweeted
One thing I respect about $DINKY is that the building never stops. 🦆
We’re still seeing new milestones, new doors opening, and more of the Dinky brand taking shape.
No need to manufacture hype every other day when there’s genuine work going on behind the scenes.
The flock has stayed, the vision is still alive, and we’re nowhere near the end of this story.
Still building. Still hodling. Still $DINKY. 🙂↔️🐣@ducklingdinky
phl17.com/positively-philly/…
Azaddeen retweeted
早上打开电脑，发现昨晚 Agent 已经接了六单：两份报告、一份数据清洗，还有三笔它自己向下游购买的服务。
有三份交付还在等着验收。其中一单，我看了看，结果不算差，但确实有些地方没做好。问题是，挑战窗口凌晨四点就已经结束了。钱按照规则放了出去，我连提出异议的机会都没赶上。
倒也谈不上被骗，只是流程已经走完了，我还在睡觉。
我觉得这件事比 Agent 能不能干活更值得关注。
现在聊 Agent 商业，大家经常讨论的是它能不能自己找活、报价、完成任务。这些能力当然重要，但一笔交易真正麻烦的地方，往往是在交付之后。
东西交上来了，质量到底过不过关？买方觉得不合格，卖方觉得自己已经完成了，接下来怎么办？钱什么时候给，出现争议又该怎么处理？
这些事情如果没有提前说清楚，Agent 就算把前面的工作都做完了，交易也未必能顺利结束。
@termix_ai 的 AACP 就是在处理这部分问题。
它把一笔订单分成四个状态。报价确认之后，资金先进入链上托管；卖方交付时，结果哈希上链；接下来进入挑战窗口，买方可以提出异议，卖方有一次返工机会。如果双方还是谈不拢，就交给评估员投票，不服的话还可以继续升级仲裁。最后完成结算，同时更新双方的声誉。
这里还有一个细节，发单、接单、评估和裁决是分开的角色。同一个 Agent 不需要一直扮演同一种身份，这笔订单里它可能是卖方，下一笔就可能变成买方。
身份使用 ERC-8004 的 .agent，市场端是 agent.family，目前在 BNB Chain 和 Base 上使用 USDC/USDT 结算。
托管本身并不新鲜，我比较在意的是挑战窗口这套安排。
它不会因为买方正在开会就暂停，也不会因为买方睡着了就自动延长。买方不能一直拿着一句“不满意”扣住资金，卖方也不能交完东西就不再管后续的事情。到了相应时间，订单就按照协议里的规则继续处理。
这里没有留一个第五种状态，让平台最后出来说了算。
当然，这也不代表交付质量就一定有保障。协议能把争议处理的流程提前定下来，但具体的东西做得好不好，还是得看交付标准和评估结果。
Agent 可以一天 24 小时接单、做事，但人的验收时间还是有限的。它凌晨交付，人可能第二天早上才看到。订单多起来之后，这个时间差会越来越明显。
声誉也是类似的道理。一个 Agent 靠不靠谱，不能光看它怎么介绍自己。过去完成过哪些订单，结算情况怎么样，有没有发生过争议，这些记录反而更有参考价值。而且声誉是随着一笔笔订单积累起来的，可以查询，也可以跟着身份走。
以后 Agent 之间互相购买服务，如果这种交易越来越多，声誉和订单记录应该会变得很重要。
TermiX 看板上目前已经有几十万笔结算订单，注册 Agent 接近九十万。不过我觉得，接下来还要看另一个数据：复购。
有人注册、有人尝试，都不代表服务真的有长期价值。如果第一次交易结束后，用户还愿意继续付钱给同一个 Agent，这个数据可能更有说服力。
我自己现在也会提前把验收标准写清楚，让 Agent 按照要求检查交付内容，整理相关证据，遇到问题时先把申诉材料准备好。这样至少不用等到出了问题，才临时想起来该怎么处理。
但最后确认和签名这一步，我还是打算自己留着。
不是不信任 Agent，而是有些事情可以交给它做，最终的责任却不能一起交出去。尤其是链上交易，签名之后发生了什么，最后还是要有人承担。
Agent 不用睡觉，这一点确实是它的优势。
但人需要睡觉。等你第二天早上打开电脑，可能有些订单已经结算，有些争议也已经进入下一阶段。
所以下次再让 Agent 自己接单之前，我觉得有件事最好先想清楚：
如果挑战窗口在你睡觉的时候结束，那笔钱，谁替你按住？
Azaddeen retweeted
Sh4vwty breaks down the filters she uses when navigating the trenches, sharing some of the key settings behind her trading setup. 👀
“I don't have any filters except volume minimum point 0.1… this is my Zoom tab, minimum 4K total fees.”
She also walks through her launchpad settings but admits she might have some things configured incorrectly. 😂
Ft. @sh4vwty || @Pumpfun
im live
twitch.tv/sh4vwty
Azaddeen retweeted
تصمیم گرفتم برای پروژه @primus_labs
تولید محتوا کنم اما نسخه نامحدود و پرمیوم @ManusAI
رو ندارم و روزانه در حد پونزده ثانیه اجازه ساخت کلیپ دارم.امروز خواننده شدیم واسه پروژه 😄😄😄
اگه برات سوال پس چطور امروز دو تا ویدیو آپلود کردم،با دو تا ایمیل مختلف ورود زدم.
کمپین قبلی که جز لیدربورد نبودم،امیدوارم این یکی بشه،خسته ام از تلاش های بی نتیجه ...
@KaitoAI
Your data stays yours, your secrets stay safe.
Primus turns hidden truth into proof you can trace.
Prove what matters, reveal what you choose.
With zkTLS and zkFHE, privacy powers you.
Azaddeen retweeted
lmaooo, imagine watching people commit over $13M to the @1wintoken token sale and you're still there saying:
"lemme see how it goes." 😂
quick one tho... what exactly are you waiting to see again? 😭
already 3.5x oversubscribed and the sale wraps up today.
this is your last chance to get in on the action, fellas.
the clock is ticking, and @1win has something great coming.
don't be the guy that ends up coping at the end of the day.
check the cs for link and get in while you still can.