Stable reward camps are finally back on @RallyOnChain 💎
And I’m digging into @2FactorFinance.
There’s $1,000 USDC up for grabs on Rally, but let’s go a bit deeper because I think the product behind the campaign is actually interesting.
2Factor is building Kelly-optimized leverage on Base.
The idea is to find a level of leverage that actually makes sense for longer-term exposure.
That becomes especially relevant when you look at the current state of tokenized stocks on Base:
- 10 Coinbase Tokenized Stocks are now live, including AAPL, NVDA, TSLA, META, AMZN & SPCX
- some can already be used as collateral on Aave V4
- ~$1.5B DEX volume over the last 30D
Think:
tokenized stocks → onchain leverage → optimized for holding, not just short-term speculation
They’re also running Season 1 of their Points Program:
→ earn Marks through social activity, education & referrals
→ top 10 on the leaderboard split 1 $BTC
→ Season 1 is basically about contributing rather than simply throwing more capital at the protocol
I’ve joined and will probably spend some time digging deeper into how their leverage model works from here.
Check it out 👉 https://t.co/ygD5I4Ez6k
In may, roughly 3 billion drb left a grok-linked wallet, somewhere between $150k and $200k.
No key was stolen. no smart contract was broken.
The attacker sent the wallet a bankr club nft to unlock transfer permissions.
Then, they posted a morse code reply on x and asked grok to decode it.
Grok did, and tagged bankr's bot with a plain-text order to send the tokens.
Bankr treated a reply from grok as an instruction.
Nothing in the chain asked whether a human had approved the spend.
The wallet did exactly what its rules allowed and the rules never asked who authorized it.
$ZEC NFTs list 💎
> Already minted:
- @zksnarks_ - Floor is now down to 0.58 $ZEC from 1.5 ZEC mint price
- @zec_bit - Floor ~0.3 $ZEC, with some mild FUD from the community
- @zecpunksnft - Floor ~$28
> Minting today:
@zaddrnet@zecfrogs
@ZeckersNFT
@ShieldedWizards
> Soon:
@CypherSquadZec@BITFOOTS_@zecvisions
@Zeccatnft
@zkghosts_
@Zdacted@ZecMap_@Zcashclub@zKult_
Even the #1 ZEC NFT collection, zkSNARKs, is already trading at nearly 1/3 of its mint price.
I think most of these projects will probably end up going nowhere.
But there could still be a few gems that actually make some $,
so just sharing the list here for anyone watching the $ZEC NFT rotation.
Copy trading used to have natural friction built in.
A human sees a trade, decides whether to follow it, executes minutes or hours later.
That lag was doing real work, spreading out the market impact over time.
An agent mirroring a strategy in real time removes that lag entirely.
Thousands of accounts can execute the identical trade within the same block as the source.
The strategy's actual market impact stops being its own and starts being multiplied by however many agents are copying it simultaneously.
This changes what "one trader's position" means structurally.
Beyond the size, but in how correlated the resulting flow becomes the moment something goes wrong.
Almost $100 billion sitting on TRON as stablecoins, and most of it is just... sitting there.
Moving payments, not earning anything.
The part of this update by @ethena that actually matters to me??
USDe is now bridgeable via Stargate, sure, but think about what it means once JUST and SUN(.)io actually plug it in.
TRON's always been a payments rail with insane stablecoin volume and basically no native yield layer to match.
sUSDe integrations completely change this paradigm.
Worth watching the next few weeks beyond the announcement itself
If AI season really comes back in the next few months, which one are you buying?
$TAO
$VVV
$VIRTUAL
$NEAR
solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof
ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85
I’m starting to feel like another AI wave is getting very close.
AI infra, agents, compute, decentralized intelligence, attention is slowly moving back into this sector again.
Personally, I already have a few names on my watchlist, especially $TAO and $VIRTUAL.