czcryptocna

“Financial freedom starts with smart choices.”

[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

[czcryptocna @czcryptocna]

⚡️ Warp Fleet ready!

👨‍✈️ Captain SOL - 65k TPS pilot
🔧 Engineer AVAX - builds new planets
🧭 Navigator XRP - instant galaxy jump
Story: SOL flies, AVAX builds colonies, XRP teleports fuel. Lightspeed! 🌌
My 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

[czcryptocna @czcryptocna]

Save first, instead of waiting to see what’s left at the end of the month.

[czcryptocna @czcryptocna]

@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.

[czcryptocna @czcryptocna]

1.33× is the Kelly-optimal leverage for Bitcoin the multiple where compounding works hardest in the holder's favor and the system was then configured to deliver it.
@2FactorFinance
https://t.co/TK4BMkWM5e

[czcryptocna @czcryptocna]

@arctionapp Balance flat

[czcryptocna @czcryptocna]

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/XRUlm0qnXX

[czcryptocna @czcryptocna]

@PharaohExchange @LHBCrypto 👑 A kingdom is only as great as its people .
and its founder.
For @PharaohExchange 1st anniversary, an AI tribute featuring the King himself: the visionary, the Blastoise collector, the legend.
Happy Year One!

[czcryptocna @czcryptocna]

@2FactorFinance The leverage number matters, but the sizing discipline behind it matters even more. 1.33x feels intentionally calculated.

[RunUp @runupdotfun]

run it up.

october 1st · 3:30pm utc

don’t wait for launch.

get ready now → https://t.co/5PVMnDqye7

[czcryptocna @czcryptocna]

@onadeonft to be clear on the wallet thing since i see this asked a lot: the signature costs nothing and nobody can touch your funds. it's just proof you own the address.

[SASAM 🚢 @onadeonft]

real talk, most of y'all have never even opened the genlayer portal. u just see it in someone bio, keep it pushing, and move on.
so let me break it down, cause its way less complicated than people make it sound.

connect your wallet, bind your github, x and discord. dont forget bind your account to mochi bot in tg.
no gas, no tokens to buy, none of that. your wallet is literally just your id.
then finish your profile first, cause without a display name and email the submit button just sits there, dead.

then pick your lane. builders do contracts, repos, tutorials, tooling. validators run nodes.
community handles content, events, translations. and you're not locked in, people bounce between lanes all the time.

here's the part nobody warns u about: your evidence has to be a link folks can actually open. private repo? deleted thread? a wall of text with zero urls? you're not getting reviewed, simple as that. also, put the date as when you actually finished the work, not whenever you got around to hitting submit. seen people fumble that and it's painful.

once it gets accepted the points are locked, your rank jumps, and it lives on your public profile forever. can't delete it. so yeah, submit a couple clean ones instead of spamming ten nobody can verify.

now why do people actually care?
the pool is capped. season 1 is a hard 10M GLP, converts every sunday 23:59 utc. your builder and community points get pooled every week into one permanent GLP balance. roughly 17% is still up for grabs. sit around waiting for shit to be "official" and somebody already took your spot.
brand new and overwhelmed? don't chase the biggest payout. take one thing you already did this week, a small contract, a tutorial, a repo you made public, submit it with clean links, and just watch how the review plays out. once u get how stewards weigh impact you can go bigger.
https://t.co/mcNiInHocv
@GenLayer

[czcryptocna @czcryptocna]

@onadeonft love seeing more chains getting added, the cross-chain tracking is the main reason i keep coming back to token terminal

[SASAM 🚢 @onadeonft]

Been testing Token terminal for a while and the products actually solid.
clean dashboard, real onchain analytics, and u can track tokens across different chains in one spot robinhood chain just got added too.
ngl it saves a ton of research time.

try it: https://t.co/wgQnpNxF4K

@wardenprotocol

[czcryptocna @czcryptocna]

@onadeonft ngl the robinhood chain integration happened way faster than i expected

[SASAM 🚢 @onadeonft]

first meme post on the robihood chain that opens with "only address. anything else is a fake.
we never dm first" is the first one I'm actually paying attention to.

Context: I got rugged 99% on $ST0CK on this very chain. X account gone, site is a 404, and all I have left is a scar and a graveyard card for the coin.

So this hits different for me. Trench dogs don't need more moon talk. We need the boring stuff: the right address, no fake DMs, and a team that stays.

That's the whole take, no cap. The trenches noticed.
@prophetthedog