naykella

web app builder

[SASAM 🚢 @onadeonft]

THE SPACE IN 60 SECONDS.

72 minutes of the Base Builder Roundtable 002 on tokenized equities ,we kept the parts that don't exist yet.

01 A stock a 22-year-old will actually hold — Gon, feelcash
02 Attention is the new asset class . Danny, Bankr
03 A design space nobody has mapped . Luis, Aerodrome
04 Memes as the distribution layer . Zips, BaseStonk
05 Shareholder voting, onchain . Danny, Bankr

Nobody on the call had the answer. That was the point.

Full Space: https://t.co/eopIhYbqMp
@buildonbase @aeroxyz @AskVenice @bankrbot @feeldotcash @BaseStonk
#Base #TokenizedStocks

[naykella @cryptotudemun]

@UTechStables PEGGY

Peg. It's the one word that decides everything for a stablecoin $U whole promise is holding $1.00. "Peggy" is just peg with a heartbeat. No explanation needed, no whitepaper required: the name is the product thesis.

[U @UTechStables]

Our Mascot Naming Contest is live!

This one still doesn't have a name.
Drop one in the comments, and add a line on why it fits.

How to join:
✔️ Follow @UTechStables
✔️ Like & repost
✔️ Comment: name + why

Name picked by the team: 88 $U
Most-liked comment: 30 $U

Ends Oct 14, 08:00 UTC.

[PayBox @PayBox]

forget the wallet address, just tell me your X handle

connect your X account today in the PayBox app or by visiting https://t.co/0282ir0wpo

reply to this post once you're connected, because we're sending free SOL to people for the next 7 days

[naykella @cryptotudemun]

@PayBox cryptotudemun

[naykella @cryptotudemun]

🚀 Meme Crew for #SwapSpaceWeek
👨‍✈️ Captain DOGE - fearless leader
🔧 Engineer PEPE - fixes ship with vibes
🧭 Navigator SHIB - sniffs 100x planets

Story: DOGE barks TO THE MOON, PEPE tapes the engine, SHIB finds the way! 😂

Pair on @SwapSpaceCo #SwapSpaceWeek

[SwapSpace @SwapSpaceCo]

🚀 World Space Week | Build Your Crypto Crew

From October 4 to 10, we celebrate World Space Week: exploration, innovation, and pushing boundaries. Sounds like crypto, right?

We’re launching a space-themed event ⤵️

👥 5 winners × 10 USDT
🗓 Deadline: Oct 10
🏆 Winners: Oct 12

[SwapSpace @SwapSpaceCo]

🚀 World Space Week | Build Your Crypto Crew

From October 4 to 10, we celebrate World Space Week: exploration, innovation, and pushing boundaries. Sounds like crypto, right?

We’re launching a space-themed event ⤵️

👥 5 winners × 10 USDT
🗓 Deadline: Oct 10
🏆 Winners: Oct 12

[naykella @cryptotudemun]

Track your spending. It’s easier to guide your money when you know where it goes.

[naykella @cryptotudemun]

@BuildACrewHQ hope get it

[Build a Crew @BuildACrewHQ]

Claim your spot 👑

Apply: https://t.co/Jwm3cB6B8d

Instant Airdrop straight to your wallet

[SASAM 🚢 @onadeonft]

yooo, I lowkey joined the @2FactorFinance points program and I'm actually gonna explain why instead of just spamming a link lol

so the whole thing they're cooking: leverage that doesn't get cooked over long holds. hear me out.
normal leverage is either one liquidation away from rekt or it just bleeds out slowly. two things eating your bag the whole time: volatility drag (pure math, nothing personal) and financing drag (the fee for the capital behind your position). but when an asset's long-run drift beats both, there's this sweet band of leverage where compounding actually works for you. that's the whole thesis.

now the mechanism. they split an asset's volatility into two tranches that just exist forever. senior side with heavy downside protection, junior side holding the leverage with zero liquidations and no outside counterparty. juniors pay the premium, seniors collect it. regular leverage gets priced off what shorts cost. 2factor prices it off the stable side, which is just structurally cheaper. that's the whole trick and it's not even a dirty one.
and the multiple ain't one size fits all, it depends on the asset's own drift and vol. btc at like 60% vol closes the band early so the junior sits around 1.33x. that's exactly why 2x and 3x btc tokens bleed out if you hold them. equities at 16 to 19% vol? band stretches past 3x. research has it around 2.35x for gold, 2.1x for the S&P 500. btc is literally the hardest test for this thing, not the main character.

this is where it clicks with tokenized stocks. tokenization fixed distribution but forgot structure. onchain assets are still just assets chilling with no capital structure around them. tokenized equities are the fastest growing corner of onchain RWAs but they got market hours with no market makers 💀 volatility segmentation is the missing layer and it works on anything that drifts up long term.

2factor is on Base, building with Coinbase to bring Kelly-optimized leverage onchain. basically the structure piece the tokenized stocks ecosystem never had. btc markets already live on testnet. btc is the proving ground, not the endgame.

the program, season 1:
• Marks only from verified actions. this season = social stuff, education, referrals. buying, depositing, holding gets you exactly nothing.
• season ends when 2Factor launches, leaderboard freezes right there.
• top 10 split 1 BTC paid in cbBTC, fixed curve 18.2% at rank 1 down to 1.8% at rank 10.
• Marks got zero cash value, can't be sent to anyone, not a claim on any token. don't let anyone tell you otherwise.
I'm on the board already. pull up:
https://t.co/1dSC55rqkj

not financial advice fr, just me reading docs out loud. dyor.

[SASAM 🚢 @onadeonft]

ngl the @2FactorFinance thing is one of the few onchain builds I've read the docs on twice. let me break it down real quick bc most people are gonna get it wrong.

why do 2x and 3x lev tokens always bleed out if you hold them? not a rug, just two forces doing their thing: volatility drag (math being math) and financing drag (what you pay for the borrowed exposure). long horizon + those two = slow death. that's why leverage gets treated like a short-term toy.

2factor said what if it didn't have to be. they slice an asset's volatility into two perpetual tranches. senior gets deep downside protection, junior gets leverage with no liquidations and no external hedging counterparty. the premium juniors pay IS the seniors' cut. and instead of pricing leverage off short costs like the rest of the market, they price it off the stable side. cheaper, more predictable. that's the whole sauce.

the fun part: the right multiple changes per asset bc it depends on drift and vol. btc around 60% vol closes the band early so the junior targets about 1.33x (which is why your 3x btc bag is slowly melting, math said so). equities at 16 to 19% vol? band goes way past 3x. gold around 2.35x, S&P 500 around 2.1x per the research. so yeah btc is the boss level here, not the home turf.
and this is exactly why Base + Coinbase tokenized stocks make sense for them. tokenization got the assets onchain but never gave them structure. tokenized equities are the fastest growing RWA corner and they inherited market hours with no market makers. volatility segmentation is the missing layer for anything with positive long-run drift. btc markets live on testnet rn. btc is where it gets proven, not where it ends.

now the program. season 1 is running, Marks come from verified actions only (social, education, referrals).
no deposits, no purchases, no holding to farm. when they launch, season ends and the leaderboard freezes. top 10 split 1 BTC in cbBTC, 18.2% at rank 1 down to 1.8% at rank 10. and Marks themselves? zero cash value, not transferable, not a claim on anything. the prize pool is the prize pool, that's it.

if that sounds like your kind of grind:
https://t.co/1dSC55rqkj

not financial advice, just the math finally making sense. no cap.

[naykella @cryptotudemun]

The addressable market for buy-and-hold leverage is large, observable, and almost entirely unserved. The published research identifies roughly $112 trillion in long-duration global equity capital that lacks a viable leverage instrument.
@2FactorFinance
https://t.co/dGqmjrLdnX

[naykella @cryptotudemun]

How degen are you on-chain? Pull your @Housebets card, find out — and there's something in it for you. @HousebetsWhale @housebetsintern drop my card. Use my code: WelcomePlover421nafis 🃏

[naykella @cryptotudemun]

@arctionapp wolf

[naykella @cryptotudemun]

Win up to $25 on ETH, SOL or BNB on the Daily Spin on @arctionapp

Free spin every 24h. Real withdrawable Rewards, not points.
https://t.co/Ay6e55RuNi

[naykella @cryptotudemun]

@PharaohExchange @LHBCrypto happy 1st anniversary 🥳🥳
I hope the project becomes increasingly successful and continues to grow and improve.

Prof. Thoth teaches the whole protocol in 60 seconds concentrated liquidity, vePHAR fees, x(3,3) votes & Autovaults.
Full animation, new cast.

[Pharaoh on AVAX @PharaohExchange]

🏅 Anniversary Competition 3: AI and Video Entries

Go crazy, literally create anything you want for Pharaoh. Pull out the big guns because there is $1k up for grabs.

Prizes: $1,000 / $500 / $250

Reply with your media to enter.

You must be following this account and @LHBCrypto to qualify.
Winners and shortlisted entrants at our discretion; void where prohibited for entry.

[Pharaoh on AVAX @PharaohExchange]

🏅 Anniversary Competition 4: AI Video Featuring @LHBCrypto

The first place wins LHB’s own beloved Blastoise card, with second and third place at $250 and $100

Reply with your media to enter.

You must be following this account and @LHBCrypto to qualify.
Winners and shortlisted entrants at our discretion; void where prohibited for entry.

[Pharaoh on AVAX @PharaohExchange]

🏅 Anniversary Competition 5: Happy Birthday to Pharaoh.

Create a video between 10 & 15 seconds. That’s it, that’s your brief - go crazy!

$500 prize for the winner.

Reply with your media to enter.

You must be following this account and @LHBCrypto to qualify.
Winners and shortlisted entrants at our discretion; void where prohibited for entry.