🐲DERO🌋

Web3 growth/community | NFT native, thread addict | I Create threads that actually get clicks | Open to work

[🐲DERO🌋 @iam_dero22]

@unborn7G @2FactorFinance The old men in the betting shop read the terms at the back of the slip before the odds. The young ones read the odds first.

[🐲DERO🌋 @iam_dero22]

@unborn7G @2FactorFinance Pushback: Kelly sizing assumes you know the odds. Volatility is estimated, not known. Estimation error is the actual risk hiding under the formula.

[🐲DERO🌋 @iam_dero22]

@WEB3quill @2FactorFinance Capital seeking stability financing the junior side instead of a short side waiting on the other end changes the incentive structure entirely. Nobody is positioned to benefit from your position failing.

[🐲DERO🌋 @iam_dero22]

@WEB3quill @2FactorFinance What happens to the multiple itself as more capital enters senior? Does the ratio between senior and junior stay fixed or does it shift with demand on either side?

[🐲DERO🌋 @iam_dero22]

Math teacher here. I joined a points program where you can't buy your way up the leaderboard.

2Factor Finance Season 1 gives Marks only for verified social, education and referral actions. No deposit or holding earns any. When the leaderboard freezes at launch, the top 10 split 1 BTC, paid in cbBTC. Marks have no cash value and can't be transferred.

Here is the lesson. Leverage loses to volatility drag over long holds, and the right multiple depends on the asset. @2FactorFinance on Base sizes it with Kelly optimization: about 1.33x for BTC because its volatility is high, more room for calmer assets.

It works together with Coinbase, and tokenized stocks are a natural use case.

My referral link (I may earn Marks if you join):
https://t.co/mx8b8DK4aM

Reply with an asset and a guess at its volatility. I'll tell you whether the leverage band looks wide or narrow.

[🐲DERO🌋 @iam_dero22]

Structural engineer here. Bridges fail two ways: one overload, or fatigue.

Liquidation is the overload. Volatility drag and financing costs are the fatigue. Most leveraged products are rated for days, then asked to carry load for years.

@2FactorFinance on Base splits an asset's volatility into two tranches. The senior gets deep downside protection. The junior gets leverage with no liquidation risk and no external hedging counterparty.

Sizing is Kelly-optimized per asset: about 1.33x for BTC, because its volatility closes the productive band early. Lower-volatility assets have more room. 2Factor works together with Coinbase to bring this onchain, and tokenized stocks are a natural use case.

I joined the Season 1 Points Program. Marks come only from verified social, education and referral actions, never deposits. The top 10 split 1 BTC in cbBTC when the leaderboard freezes. Marks have no cash value and can't be transferred.

My referral link:
https://t.co/mx8b8DK4aM

Reply with an asset you'd hold for ten years. I'll tell you whether its volatility closes the band early or leaves room.

[🐲DERO🌋 @iam_dero22]

@alexistheauthor @2FactorFinance Steep only works if the season has a fixed end date. Freezing at launch with no announced day means nobody knows whether they have time to close the gap

[🐲DERO🌋 @iam_dero22]

Verifying my wallet for @RallyOnChain: 0b954f4f3ab3f9d3ed82c3ff3f901f9bb9b0bb98ffefe7627e55b44c88790af6

[🐲DERO🌋 @iam_dero22]

@unborn7G Story: my father settled every dispute in the house before dinner. Not because he was always right. Because waiting made everything worse. Urgency is not a machine invention.

[🐲DERO🌋 @iam_dero22]

Rally just landed on Robinhood Chain. Over 124,000 tokens have launched on @ponsdotfamily. About 1.1% of them graduated.

That is not a launchpad problem. It is what happens after launch, when a token has a chart and a ticker and nobody explaining why it exists.

Rally is built for that gap. Projects on the chain can now launch campaigns with their own token, the funds sit in escrow, and there is no follower minimum. A small account that explains a coin properly can outperform a big one that just shouts its ticker.

Pons is where the next campaign should start: a launchpad with more tokens than anyone can explain. Launching one there takes about thirty seconds and no code. Explaining one still takes a person.

Name a Pons launch you think deserved more than it got. I will tell you the one thing a creator should have explained about it.

[🐲DERO🌋 @iam_dero22]

Rally just landed on Robinhood Chain. Over 124,000 tokens have launched on @ponsdotfamily. About 1.1% of them graduated.

That is not a launchpad problem. It is what happens after launch, when a token has a chart and a ticker and nobody explaining why it exists.

Rally is built for that gap. Projects on the chain can now launch campaigns with their own token, the funds sit in escrow, and there is no follower minimum. A small account that explains a coin properly can outperform a big one that just shouts its ticker.

Pons is where the next campaign should start: a launchpad with more tokens than anyone can explain. Launching one there takes about thirty seconds and no code. Explaining one still takes a person.

Name a Pons launch you think deserved more than it got. I will tell you the one thing a creator should have explained about it.

[Rally @RallyOnChain]

RALLY IS LIVE ON ROBINHOOD CHAIN 🚨

Robinhood built an AI-native chain, so we brought the AI-native attention layer to it.

Starting today, any project on @RobinhoodCrypto can fund a Rally campaign with its own token and put 150K+ creators to work on its story.

Welcome 💚

[🐲DERO🌋 @iam_dero22]

@MrOrange_media @meridiandotxyz Esports finals with a combo attached. Counter-Strike was already 7% in August. Pairing match winner with map count is exactly the kind of combo that needs someone to explain it.

[🐲DERO🌋 @iam_dero22]

@MrOrange_media @meridiandotxyz Rainfall in Lagos on a given weekend. Weather is already 38% of the volume, and nobody I know has a stronger opinion than a Lagos driver about whether it will flood on Saturday.

[Mr Orange🍊 @MrOrange_media]

Rally just landed on Robinhood Chain. My pick for the next campaign is a market where the most traded topic in August was the weather.

Not crypto. Weather. 38% of what people traded on @meridiandotxyz Predict, per their own numbers. Tennis came second. Crypto was 9%.

That tells you who shows up on Meridian: people with opinions about tomorrow's rain and Saturday's match, not just charts.

Those people do not read docs. They read whoever on their timeline explains it in one clean post. That is what Rally pays for: posts scored on content alignment, accuracy, originality and engagement, with the weights visible and rewards sent onchain. No agency in the middle.

Meridian is a prediction venue where the best marketing is someone explaining how a market works, properly.

Reply with a market you would want Meridian to list next. I will tell you whether I am taking the yes or the no.

[🐲DERO🌋 @iam_dero22]

@MrOrange_media @GenLayer Payout. The interesting part is that each validator runs a different model, so one model's blind spot does not decide your rent. That is the bit that sold me.

[🐲DERO🌋 @iam_dero22]

@IniOyekale We called it conviction until the chart stopped giving us reasons.

[🐲DERO🌋 @iam_dero22]

dogs-2:native is the friendship bracelet @Sophylon and I never took off. Same entry, same exit, same silence in the group chat afterward.

We finally put it in Prophet's Graveyard. @ProphetTheDog keeps the record, we keep the card.

https://t.co/LLfMI4nkXM

What coin are you and your friend still matching on?

[Prophet The Dog @prophetthedog]

🚨 calling all trench dogs

CA
0x47569d49471bDBaBFaf5531c0F74d9f2dE82A11A

https://t.co/rLc1iVdHJD
https://t.co/g6o3rDTf2z

only address. anything else is a fake

we never dm first

[🐲DERO🌋 @iam_dero22]

Frequent burner card is full. dogs-2:native was punch ten, and my friend @Sophylon was there for punches seven through ten.

Prophet's Graveyard gave us no free coffee, but it did give us somewhere to log it. @ProphetTheDog

https://t.co/WoGOzh2jJl

What punch number are you on?

[🐲DERO🌋 @iam_dero22]

Yes, this is a referral post. Here is the exact deal, so you can judge it yourself.

@wardenprotocol just launched Warden Token Terminal with support for Robinhood Chain & more. New launches, smart money activity, top cooks and the trade itself all sit on one screen.

Here is why I use it rather than only linking it. Discovery, evidence and execution in the same place means I am not building a view across four tabs and then hunting for the button. Warden builds consumer apps for high volume, high frequency money, and that is the part of it I actually feel.

If you sign up through my link, you become my referral. I earn 20% of the platform fee on every trade you make, for as long as you trade via Warden Token Terminal. That is the whole arrangement.

A referral link works best when both sides know the terms. Congrats to the team on the launch.

What is your one dealbreaker when someone posts a referral link? Reply with it and I will tell you honestly whether this post passes, and whether the one screen is worth your signup after.

Try it with my link:
https://t.co/TcQz3RHcWQ

[Warden @wardenprotocol]

Token Terminal now supports Robinhood Chain
🫴https://t.co/Nz7kVcHciK

[🐲DERO🌋 @iam_dero22]

@Sophylon @MrOrange_media @prophetthedog The Prophet Graveyard is needed because some bags deserve a burial, not another “we are so back” group chat.