1 BTC for the top 10 is what gets people through the door.
The actual product behind @2FactorFinance is why I’d keep looking after that.
2Factor is building BTC leverage for people who don’t want to treat every position like a short-term trade.
https://t.co/wtOL2ZIxk9
I spent more time looking at the Senior side of @2FactorFinance, and BTC-Sr makes the whole system easier to understand.
Think of BTC volatility as something that can be redistributed.
https://t.co/wtOL2ZHZuB
Their capital helps support the leveraged side, and the protocol uses a bidirectional funding mechanism to balance demand between the two.
When Junior demand is high, Senior can receive yield. If the balance shifts the other way, the funding direction can shift too.
The interesting part is that it doesn’t need to retrofit post-quantum security onto an already massive ecosystem.
Ethereum has years of existing infrastructure to migrate. QMS gets to design around the threat from the start.
Much cleaner problem to solve
#QMS1002#QMS1002week2
Crypto VCs aren't investing like they used to.
Some funds are pulling back, others are shifting toward AI and robotics, while major players are taking different approaches.
I took a closer look at what's changing and where the money is going. https://t.co/hcHQjRyOGp
GIWA ecosystem projects worth keeping an eye on
@GIWA_by_Upbit is Upbit's Ethereum L2, built on the OP Stack.
the network is still on Sepolia testnet, with mainnet yet to launch, but several projects are already building on it.
Here are some worth checking out:
DeFi, Liquidity & RWA
- @AmmoraHQ : Programmable liquidity markets [GASOK]
- @GiwaterFinance : Liquidity and DeFi infrastructure [GASOK]
- @Arco_Fi : Tokenized funds and RWAs [GASOK]
- @quadrixfinance : Onchain asset management vaults
- @OsigeExchange : DEX with copy trading
Launchpads
- @GIWALAUNCHPAD : GIWA launchpad
- @gamapadcom : Testnet launchpad
- @JoseonFun : Launchpad and AMM
Consumer Apps & Gaming
- @SuperWalk_ : Move-to-earn app [GASOK]
- @ShortChall : Short-form challenges and rewards [GASOK]
- @TheBingoFi : Bingo-based GameFi
Infrastructure & Tools
- @ZKProofport : Zero-knowledge privacy infrastructure [GASOK]
- @MergitonGIWA : Developer bounties [GASOK]
- @Hanok_io : Contribution scoring [GASOK]
Projects marked [GASOK] were selected for the official GASOK program and receive support from Dunamu, Upbit's parent company.
P.s: I'm keeping an eye on how these projects develop as GIWA moves toward mainnet.
Disclaimer: It's still early, so make sure to check their official channels before connecting your wallet or interacting with any contracts.
Polyester 💙 Litecoin
That's why we are giving away $10,000 in litecoin:native to Polyester Testnet users.
Joining is easy:
1. Follow @polyester and @litecoin
2. Like + repost this post
3. Reply with your Polyester username
Good luck!
Most of that can stay confidential, while the parts that need verification or public settlement can still be exposed when required.
Privacy and transparency don’t have to be opposites.
The asset itself can support both.
I think @fhenix Dual Mode becomes especially interesting once you apply it to RWAs.
Owning a tokenized asset onchain doesn’t mean your position size, transfers, and every financial detail need to be visible to everyone.
The app can still do the work, but the underlying data doesn’t have to become public first.
These are testnets today, but with Fhenix heading to mainnet, this feels much closer to becoming something people can actually use.
Testing @PrivaraXYZ and @FlutonIO gives a much better idea of what @fhenix means by programmable privacy.
Privara focuses on payments. The goal is to let stablecoins move on public rails without exposing amounts and other payment details.
Fluton focuses more on execution. Its encrypted intents are designed to keep the details of actions like swaps or cross-chain moves hidden while they’re being processed.
That’s the part I like about FHE here.
There’s still plenty of risk, but I like the idea of leverage being allowed to adjust rather than forcing the position to defend the same multiplier at all costs.
I’ve been looking more closely at how @2FactorFinance handles BTC leverage, and the 1.33x target makes more sense the more I read about it.
It doesn’t sound nearly as exciting as 2x or 3x, but that’s intentional.
https://t.co/wtOL2ZHZuB
That means exposure can compress instead of the whole position simply being liquidated.
Later rotations can add fresh Junior exposure again and move it back toward the target.