Most leverage is built for traders.
2Factor is built for holders.
Kelly-optimized leverage on Base ... first Bitcoin, then stocks.
@2FactorFinance
Join here:
https://t.co/JYyumRLXFj
Airdrop registration with @GenLayer is officially done.
From the first few interactions to actually getting involved in the community, there’s been a lot packed into this first season.
But this doesn’t really feel like the finish line. Season 2 is around the corner, and I’m more curious about what the next card will look like.
If you’ve been part of the journey, check yours too.
https://t.co/IlHK89lKOH
New missions are live in @StartaleApp
This time, the next stop is Soneium, with 200 STAR Points available across three tasks:
Bridge $25+ USDC to Soneium for 100 STAR Points
Deposit 25 USDSC into the USDSC vault for 40 STAR Points
Deposit 0.01 WETH into the WETH vault for 60 STAR Points
Pretty simple: bridge to Soneium, explore the Earn vaults, and pick up some STAR Points along the way.
All three missions are open until November 25.
I’ve been watching some of Albert’s recent interviews about autonomous agents and the kind of economy that could emerge around them, and one thing made me curious.
As autonomous agents interact more frequently, reputation could become an important way to decide which agents are trustworthy.
But if an agent builds a bad history, what stops it from abandoning that identity and wallet, creating a new one, and returning with a clean slate?
If onchain identities are relatively easy to replace, can an agent economy have meaningful accountability while still allowing agents to remain pseudonymous, or will some form of persistent identity eventually become necessary?
I’m curious about this because trust seems essential for an agent economy, but unlike humans, an agent may be able to leave its history behind simply by changing identities.
I’d love to know how you think about that tradeoff, @kstellana.
@GenLayer
Kelly-optimized leverage built specifically for long-term holders instead of short-term traders is a smart approach. Finally something designed to be held rather than flipped.
Financing costs about 75% lower with no liquidations makes this actually practical for people who want to stay in positions longer. The usual leverage products are too expensive and risky for that.
Points program with the top 10 splitting 1 BTC and Season 1 marks carrying over into Season 2 looks like a solid way to reward early users.
Kelly-optimized leverage has arrived.
For those who don’t already know, this is leverage that’s made to be held for long periods of time.
Developed in 1956, Kelly sizing has been used by professional investors for decades to maximize long-term compounded growth.
Regular investors never had an easy way to access it. Maintaining the leverage target took work, and financing was expensive.
@2FactorFinance tackles both: it manages the leverage target and sources financing from investors who want stable yield instead of from shorts.
Financing costs about 75% less than conventional alternatives, with no liquidations. Built to be held, not traded.
They're backed by Coinbase Ventures and Pantera, and have also received support from Brian Armstrong.
Their Points Program is now live. The top 10 on the final Season 1 leaderboard split 1 BTC, and your Season 1 Marks carry over into Season 2.
Sign up through my link for a points boost: https://t.co/Ds1OIzQqSf
I’ve been looking deeper into @2FactorFinance, and one idea stood out to me: leverage doesn’t always need to mean 2x, 5x or 10x.
2Factor focuses on finding a more sustainable level of exposure. For Bitcoin, BTC-Jr targets around 1.33x, while BTC-Sr provides the more protected side of the structure and earns yield.
The idea is simple: instead of maximizing leverage, find a level that can survive volatility and still make sense over a longer holding period.
That feels much more practical for long term onchain exposure than simply chasing the highest multiplier.
https://t.co/IOpL54ckF8