FatMbappe is going institutional 🏆
My $FAV8 World Cup Vault is live on @ZeitFinance.
We’re buying equal YES shares across the top 8 World Cup favorites. Current basket: ~81¢. Payout if one of them wins: $1.
Target gross upside: ~23.5% before fees.
🧵🧵🧵
TLDR deep dive into @ZEITFinance under the hood, came out pretty elegant imo:
A minimal onchain share vault (boring-vault pattern: Vault + Teller + Accountant + FeeManager) wrapped around an offchain solver that turns Polymarket trading into a clean ERC-20 you can deposit into.
One atomic roll
Every epoch, ALL deposits + withdrawals settle in a single rollEpoch tx. Shares get bulk-minted once, then each user claims their cut with an O(\log n) Merkle proof instead of N onchain writes.
Trustless data availability
The full claim set + every Merkle proof is archived to Arweave; only the roots + the Arweave URI go onchain. Result: any roll is independently replayable, and you can self-serve your claim even if our servers are down.
Real mark-to-market
NAV doesn't just trust mid prices - it simulates selling each position into the live CLOB order book (slippage & fees aware) to get a realizable share price.
Omnichain shares, no bridge pool.
Vault shares ARE a native LayerZero OFT - lock on Polygon, mint on the destination chain. Sign
one EIP-712 intent and a relayer does claim-and-bridge for you, with the claim + bridge params cryptographically bound to that one signature
Shout out to @dvinubius@micovi7 to get this designed and built (before Mythos)
@ZEITFinance My $FAV8 vault is basically only comprised of the most liquid markets (football world cup winners) on the platform so you're always gonna get extra NAV compared to other categories
How does ZEIT Finance value vaults to issue tokens? 🤔
While market price is whatever someone is willing to pay, the fundamental value is its redemption value: a pro-rata share of the Vault’s Net Asset Value (NAV).
Here’s how we calculate it fairly: 👇
I'm being locked out of combos already !
"Combo unavailable. Something went wrong, please try again"
They know the top 8 is unbeatable
No one want to bet against me.
Too bad, i'll just continue running up my $FAV8 vault until they lift the fatwah against me
My vault already sitting on a clean +30% APY, two days in.
This will only increase as low tier teams get stomped.
They are objectively worth nothing but delusional fans will pump them, your job is to take their money.
If you're too lazy even for that, i'm doing it for you
FatMbappe is going institutional 🏆
My $FAV8 World Cup Vault is live on @ZeitFinance.
We’re buying equal YES shares across the top 8 World Cup favorites. Current basket: ~81¢. Payout if one of them wins: $1.
Target gross upside: ~23.5% before fees.
🧵🧵🧵
In the meantime you can invest in my @ZEITFinance vault (top 8 rebalancing ETF $FAV8) and print off the back of delusional 4th tier team supporters
https://t.co/gtSGwRcYyH
FatMbappe is going institutional 🏆
My $FAV8 World Cup Vault is live on @ZeitFinance.
We’re buying equal YES shares across the top 8 World Cup favorites. Current basket: ~81¢. Payout if one of them wins: $1.
Target gross upside: ~23.5% before fees.
🧵🧵🧵