Katimn

[Katimn @Katimn89]

2Factor has a pretty interesting take on leverage.

Instead of just pushing leverage higher, it focuses on making exposure more sustainable over time.

Curious to see how this plays out. @2FactorFinance

[Katimn @Katimn89]

@2FactorFinance is taking an interesting approach to BTC leverage with Senior + Junior tranches.

Simple concept, interesting mechanics.

https://t.co/gFpNBZ7V6b

[Katimn @Katimn89]

GM to the builders. 🚀

[Katimn @Katimn89]

perfect

[2FactorFinance @2FactorFinance]

Public Beta now live on @base 🔥

Kelly-optimized leverage for buy-and-hold investors.

First Bitcoin, then stocks.

[Katimn @Katimn89]

@2FactorFinance LFG

[Katimn @Katimn89]

I applied to become a $RUNNER.
333 spots. @runupdotfun
Your move. ↗ https://t.co/H0l9KstODy

[Katimn @Katimn89]

Hey @commonsmade, vouch @Mah80000008

[Katimn @Katimn89]

Hey @commonsmade, vouch @shaadaabak

[Katimn @Katimn89]

Hey @commonsmade , vouch @Aylintm1

[Katimn @Katimn89]

Hey @commonsmade, vouch @MaaRii74sd

[Katimn @Katimn89]

I joined the @RetiumChain discord server and this is my verification code : RTM-FNJDQP

[Katimn @Katimn89]

@MaaRii74sd I think L2s did create new behavior, but it is just not visible at retail level yet

[Shadab @shaadaabak]

The biggest red flag is a person who, when exposed for knowing nothing, acts like you just aren't smart enough to understand them.

That condescending projection is doing all the heavy lifting. It tries to force the burden of inadequacy back onto you, making you doubt your own perception so their mask doesn't slip. True capability doesn't need to make others feel small to feel real. Fake expertise negotiates your intelligence.

I appreciate that @RallyOnChain does not play these psychological games. It doesn't care how big someone acts or how hard they try to fake it. The system just evaluates the actual quality of the work. No masks, no condescension, no rewriting reality.

Watch how people react when they are out of their depth. That is where they tell you exactly who they are.

What is a red flag hidden inside the way someone pretends to know everything?

#RedFlags #Authenticity

[Katimn @Katimn89]

@shaadaabak They never say I don't know, Instead, they use As I already stated... or Like I said before... to make you feel like you weren't paying attention, even when they're changing their story

[Katimn @Katimn89]

@MaaRii74sd Been there. Brought a guy into a node-running project years ago, taught him everything, and when a technical bug hit his setup, he blamed me for "sabotage." We don't talk anymore.

[MaaRii @MaaRii74sd]

RWA tokenization is Mid.

Not because putting real assets on-chain is a bad idea. The idea makes sense.

The problem is the story everyone keeps selling around it.

I went through five different pitch decks last month. Every single one had the same slide.

Trillions in real estate. Trillions in bonds. Trillions in commodities.

Then the same conclusion: imagine the upside.

Nobody ever asks the harder question.

If the opportunity is this obvious, why did that sliver stay a sliver for years?

The bottleneck was never moving assets onto a blockchain.

The bottleneck is custody law, tax treatment, and settlement finality that regulators actually sign off on.

Code moves fast. Institutions move at committee speed.

RWA will probably become massive one day. But treating structural friction as if it disappears with narrative is exactly why I call it Mid.

What crypto narrative do people repeat so often that it stopped being questioned?

[Katimn @Katimn89]

@MaaRii74sd Most of these RWA projects are just wrapper companies trying to print a utility token before they even secure a custody partner. It's 2021 ICO vibe all over again.

[Katimn @Katimn89]

@MaaRii74sd Honestly this is why I stopped following crypto twitter advice completely. Everyone's a genius until they're not.

[MaaRii @MaaRii74sd]

Six months of teaching someone everything I knew about crypto ended with them cutting me off for something I never even said.

Around 3 years ago, a friend asked me to explain crypto to them.

Not trading.
Not airdrops.
Just crypto from scratch.

They did not even know what a wallet was.

Nobody asked me to do it, but I still spent months walking them through everything.
Setting up wallets.
Bridging assets.
Testnets.
How to actually interact with projects.
How to avoid obvious mistakes most beginners make.
Even the small things like when to engage and when to just observe.

Everything I had learned the hard way, I gave it away for free.

At the time, I genuinely thought this is what helping someone build meant.

Then it flipped.

They started believing I was holding back opportunities from them so I could get ahead.
That was never true.

We have not spoken in about a year.

What I learned from that stayed with me.

Founder mode is not just building for yourself.
Sometimes it is building understanding in others without any control over how they interpret it later.

That is why the @RallyOnChain Founder Mode idea felt different to me.
Because it removes the guessing. It makes the output visible, not the intention.

Have you ever helped someone grow, only to realize they completely rewrote the story in their head?

[Katimn @Katimn89]

@Af_19999 @GiveRep This is more insightful than most threads.