If you have never heard of #Plinth, here it is in four sentences.
Plinth lets a shop, an app, a Telegram mini app or a freelancer get paid in USDC or EURC (a digital euro). The payment is verified onchain, and the money lands in a vault or wallet that only you control. Each sit address, so payments match orders without anyone typing a reference. It runs live on Arc, the blockchain built by Circle, the company behind USDC.
Who is it for? Developers who want one call per order and signed webhooks, and who like that an AI assistant can set it up through a hosted MCP server. Small merchants selling to customers abroad without a custody risk. Freelancers who send numbered invoices and want to be paid in a dollar or euro stablecoin. Teams who want payments without trusting a middleman.
What should you know before trying it? It is early, and the contracts have not had an independent audit. Start small.
plinth.zerolayer.online
@samconnerone @silencexlm @jennateeman
Plinth lets a shop, an app, a Telegram mini app or a freelancer get paid in USDC or EURC (a digital euro). The payment is verified onchain, and the money lands in a vault or wallet that only you control. Each sit address, so payments match orders without anyone typing a reference. It runs live on Arc, the blockchain built by Circle, the company behind USDC.
Who is it for? Developers who want one call per order and signed webhooks, and who like that an AI assistant can set it up through a hosted MCP server. Small merchants selling to customers abroad without a custody risk. Freelancers who send numbered invoices and want to be paid in a dollar or euro stablecoin. Teams who want payments without trusting a middleman.
What should you know before trying it? It is early, and the contracts have not had an independent audit. Start small.
plinth.zerolayer.online
@samconnerone @silencexlm @jennateeman
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gm architects
i shipped -Plinth: a non custodial USDC payment gateway, built on @arc and live on Arc mainnet.
Most stablecoin checkouts make you pick one of two bad options: hand your money to a custodial processor, or paste a wallet address and match every payment to an order h to remove that choice.
Every order gets its own deposit address. The address exists before any contract does, so an unpaid order costs nothing. When USDC arrives, we verify it on-chain, and a relayer sweeps it straight into a vault that only the merchant’s wallet can withdraw from. We never hold the funds and have no key that can move them. The customer signs once and pays no gas.
It works wherever you can show a button or send a link: web shops, apps, bots, invoices. Payments are USDC (and EURC on Arc) from any wallet.
It’s live on Arc mainnet today. The contracts are not independently audited yet, so I’d start with small amounts.
There’s also a hosted MCP server, so an AI assistant can add the integration to your project and check it. By design there is no tool that can change where money goes: payout wallets, vaults and keys need you, signed in.
Code: github.com/hosein-ul/plin…
Try it: plinth.zerolayer.online
i shipped -Plinth: a non custodial USDC payment gateway, built on @arc and live on Arc mainnet.
Most stablecoin checkouts make you pick one of two bad options: hand your money to a custodial processor, or paste a wallet address and match every payment to an order h to remove that choice.
Every order gets its own deposit address. The address exists before any contract does, so an unpaid order costs nothing. When USDC arrives, we verify it on-chain, and a relayer sweeps it straight into a vault that only the merchant’s wallet can withdraw from. We never hold the funds and have no key that can move them. The customer signs once and pays no gas.
It works wherever you can show a button or send a link: web shops, apps, bots, invoices. Payments are USDC (and EURC on Arc) from any wallet.
It’s live on Arc mainnet today. The contracts are not independently audited yet, so I’d start with small amounts.
There’s also a hosted MCP server, so an AI assistant can add the integration to your project and check it. By design there is no tool that can change where money goes: payout wallets, vaults and keys need you, signed in.
Code: github.com/hosein-ul/plin…
Try it: plinth.zerolayer.online
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Encrypted NFTs are literally the only reason I'm bullish on jpegs again.
here deep in the FHE rabbit hole. Public flex was fun, but confidential on chain assets are the real end game.
Just sealed my @FungoLabs spot. Do not sleep on this.
here deep in the FHE rabbit hole. Public flex was fun, but confidential on chain assets are the real end game.
Just sealed my @FungoLabs spot. Do not sleep on this.
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- Hosein retweeted
GM chat <3
Rate these MDGs and tag a friend if you love them.
Rate these MDGs and tag a friend if you love them.
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37,889
2Factor Finance is interesting because it approaches leverage from a completely different direction.
Instead of asking:
“How do we let someone borrow 2× or 3× BTC?”
2Factor asks:
“What if we separate an asset’s volatility into different perpetual claims, then let the market price the demand for stability versus leverage?”
That distinction is the core idea.
Here’s how I understand the system.
TRANCHING
The basic primitive is volatility tranching.
BTC is reorganized into two perpetual positions:
• Senior (BTC-Sr)
• Junior (BTC-Jr)
The Senior side is designed to absorb much less of the underlying volatility, while the Junior side takes amplified volatility.
Conceptually:
BTC → Senior + Junior
The system isn’t creating value from nowhere. It is partitioning the volatility of the underlying asset into different claims.
That is why the two sides can serve very different users.
Someone looking for a more stable BTC-denominated position can prefer Senior.
Someone looking for amplified BTC exposure can prefer Junior.
WHY “PERPETUAL” MATTERS
Traditional structured products often have maturity dates.
2Factor uses rotating fixed-term tranches to create perpetual exposure.
As older tranches mature, new ones are introduced and the system continuously rotates the collateral.
The result is that BTC-Sr and BTC-Jr can exist as persistent instruments rather than expiring contracts.
That sounds like a small implementation detail, but it is fundamental to the design.
THE SYSTEM HAS TO BALANCE TWO TYPES OF DEMAND
Senior and Junior naturally attract different types of capital.
If too much capital wants leverage, the system needs an incentive for capital to move toward the Senior side.
If too much capital wants stability, the opposite pressure can occur.
2Factor addresses this with a bidirectional funding mechanism.
When Junior demand becomes relatively high, Senior holders can receive a yield.
When the balance moves the other way, the direction of value transfer can reverse.
So the funding rate isn't just a “cost of leverage.”
It is part of the mechanism that helps keep the two collateral pools near their intended relationship.
WHY THIS IS DIFFERENT FROM NORMAL LEVERAGE
Traditional leverage usually introduces financing costs and path dependence.
For long-duration investors, that matters enormously.
A leveraged position can be correct about the long-term direction and still perform poorly because of volatility drag, financing costs, and the path the asset takes along the way.
2Factor's thesis is that leverage for long-duration capital should be designed differently.
Instead of simply increasing exposure through borrowed capital, the protocol structurally reallocates volatility between Senior and Junior capital.
That is the key conceptual difference.
THE JUNIOR SIDE
The Junior side is where amplified BTC exposure lives.
2Factor's current launch configuration targets BTC-Jr at approximately 1.33× exposure.
Importantly, this isn't simply “take BTC and multiply it by 1.33.”
The target comes from the composition of the Junior collateral:
• roughly 1/3 fixed-term Junior tranches
• roughly 2/3 raw cbBTC
The result is a moderate leverage profile rather than an aggressive 2× or 3× product.
That matters because leverage that looks attractive in isolation can become destructive over long horizons when volatility and financing drag compound.
THE SENIOR SIDE
Senior is effectively the other side of the volatility equation.
Junior takes more of the volatility, while Senior is positioned to provide a more stable claim and can earn yield when demand for Junior is higher.
This creates an interesting capital-market relationship:
Junior wants affordable leverage.
Senior wants attractive yield.
2Factor tries to make those two demands finance each other.
That is probably the most interesting economic idea in the protocol.
REBALANCING
The system also needs to keep the collateral pools around a target ratio.
That is where rebalancing comes in.
The current configuration targets a 1:3 Senior-to-Junior collateral relationship.
If the actual ratio deviates from the target, the funding mechanism transfers value in the direction that encourages the system back toward equilibrium.
So the protocol has two related mechanisms:
Funding → actively incentivizes the needed side.
Directional fees → discourage flows that make the imbalance worse.
Together, they create a feedback loop around the target state.
LIQUIDITY IS STATE-AWARE
2Factor also supports direct minting and redemption of BTC-Sr and BTC-Jr.
But the pricing is not completely static.
When a trade helps restore the system toward its target balance, pricing can be more favorable.
When a trade pushes the system further away from equilibrium, the protocol can apply a premium.
In other words, liquidity isn't treated as an ordinary 50/50 pool.
The pricing curve itself reacts to the state of the system.
THE BIGGER IDEA
The thing I find most interesting about 2Factor isn't simply “decentralized leverage.”
The deeper idea is volatility segmentation.
Instead of packaging BTC exposure into one instrument and then adding leverage on top, the system separates the economic properties of the asset into different claims.
One side can seek stability and yield.
The other can seek amplified exposure.
The two sides then interact through a balancing mechanism.
That creates a market where leverage doesn't necessarily have to depend on the traditional borrower/lender model.
WHY THIS COULD MATTER
Most capital is long-duration capital.
Pensions, endowments, treasuries, retirement portfolios, and long-term holders generally don't want instruments where being right over a multi-year horizon isn't enough because the path destroys the position.
2Factor's thesis is essentially:
long-term capital needs long-term leverage.
If that thesis works, the opportunity is much larger than creating another leveraged trading product.
It is about building financial primitives that separate:
• directional exposure
• volatility
• leverage
• yield
• financing
into different markets that can interact with each other.
That is a much more interesting design space.
And BTC is only the starting point.
The protocol's research describes the architecture as applicable beyond Bitcoin to other sufficiently liquid assets with reliable pricing and positive long-run drift.
That makes the underlying primitive potentially more important than any single BTC market.
I’m watching 2Factor because the architecture is conceptually different from the usual “borrow → leverage → liquidation” DeFi loop.
The interesting question isn't whether leverage exists.
It already does.
The interesting question is whether leverage can be engineered to become structurally compatible with long-duration capital.
That is what 2Factor is trying to solve.
@2FactorFinance
Referral: points.2factor.finance/r/ufe9yky4
Disclosure: this is my referral link.
Instead of asking:
“How do we let someone borrow 2× or 3× BTC?”
2Factor asks:
“What if we separate an asset’s volatility into different perpetual claims, then let the market price the demand for stability versus leverage?”
That distinction is the core idea.
Here’s how I understand the system.
TRANCHING
The basic primitive is volatility tranching.
BTC is reorganized into two perpetual positions:
• Senior (BTC-Sr)
• Junior (BTC-Jr)
The Senior side is designed to absorb much less of the underlying volatility, while the Junior side takes amplified volatility.
Conceptually:
BTC → Senior + Junior
The system isn’t creating value from nowhere. It is partitioning the volatility of the underlying asset into different claims.
That is why the two sides can serve very different users.
Someone looking for a more stable BTC-denominated position can prefer Senior.
Someone looking for amplified BTC exposure can prefer Junior.
WHY “PERPETUAL” MATTERS
Traditional structured products often have maturity dates.
2Factor uses rotating fixed-term tranches to create perpetual exposure.
As older tranches mature, new ones are introduced and the system continuously rotates the collateral.
The result is that BTC-Sr and BTC-Jr can exist as persistent instruments rather than expiring contracts.
That sounds like a small implementation detail, but it is fundamental to the design.
THE SYSTEM HAS TO BALANCE TWO TYPES OF DEMAND
Senior and Junior naturally attract different types of capital.
If too much capital wants leverage, the system needs an incentive for capital to move toward the Senior side.
If too much capital wants stability, the opposite pressure can occur.
2Factor addresses this with a bidirectional funding mechanism.
When Junior demand becomes relatively high, Senior holders can receive a yield.
When the balance moves the other way, the direction of value transfer can reverse.
So the funding rate isn't just a “cost of leverage.”
It is part of the mechanism that helps keep the two collateral pools near their intended relationship.
WHY THIS IS DIFFERENT FROM NORMAL LEVERAGE
Traditional leverage usually introduces financing costs and path dependence.
For long-duration investors, that matters enormously.
A leveraged position can be correct about the long-term direction and still perform poorly because of volatility drag, financing costs, and the path the asset takes along the way.
2Factor's thesis is that leverage for long-duration capital should be designed differently.
Instead of simply increasing exposure through borrowed capital, the protocol structurally reallocates volatility between Senior and Junior capital.
That is the key conceptual difference.
THE JUNIOR SIDE
The Junior side is where amplified BTC exposure lives.
2Factor's current launch configuration targets BTC-Jr at approximately 1.33× exposure.
Importantly, this isn't simply “take BTC and multiply it by 1.33.”
The target comes from the composition of the Junior collateral:
• roughly 1/3 fixed-term Junior tranches
• roughly 2/3 raw cbBTC
The result is a moderate leverage profile rather than an aggressive 2× or 3× product.
That matters because leverage that looks attractive in isolation can become destructive over long horizons when volatility and financing drag compound.
THE SENIOR SIDE
Senior is effectively the other side of the volatility equation.
Junior takes more of the volatility, while Senior is positioned to provide a more stable claim and can earn yield when demand for Junior is higher.
This creates an interesting capital-market relationship:
Junior wants affordable leverage.
Senior wants attractive yield.
2Factor tries to make those two demands finance each other.
That is probably the most interesting economic idea in the protocol.
REBALANCING
The system also needs to keep the collateral pools around a target ratio.
That is where rebalancing comes in.
The current configuration targets a 1:3 Senior-to-Junior collateral relationship.
If the actual ratio deviates from the target, the funding mechanism transfers value in the direction that encourages the system back toward equilibrium.
So the protocol has two related mechanisms:
Funding → actively incentivizes the needed side.
Directional fees → discourage flows that make the imbalance worse.
Together, they create a feedback loop around the target state.
LIQUIDITY IS STATE-AWARE
2Factor also supports direct minting and redemption of BTC-Sr and BTC-Jr.
But the pricing is not completely static.
When a trade helps restore the system toward its target balance, pricing can be more favorable.
When a trade pushes the system further away from equilibrium, the protocol can apply a premium.
In other words, liquidity isn't treated as an ordinary 50/50 pool.
The pricing curve itself reacts to the state of the system.
THE BIGGER IDEA
The thing I find most interesting about 2Factor isn't simply “decentralized leverage.”
The deeper idea is volatility segmentation.
Instead of packaging BTC exposure into one instrument and then adding leverage on top, the system separates the economic properties of the asset into different claims.
One side can seek stability and yield.
The other can seek amplified exposure.
The two sides then interact through a balancing mechanism.
That creates a market where leverage doesn't necessarily have to depend on the traditional borrower/lender model.
WHY THIS COULD MATTER
Most capital is long-duration capital.
Pensions, endowments, treasuries, retirement portfolios, and long-term holders generally don't want instruments where being right over a multi-year horizon isn't enough because the path destroys the position.
2Factor's thesis is essentially:
long-term capital needs long-term leverage.
If that thesis works, the opportunity is much larger than creating another leveraged trading product.
It is about building financial primitives that separate:
• directional exposure
• volatility
• leverage
• yield
• financing
into different markets that can interact with each other.
That is a much more interesting design space.
And BTC is only the starting point.
The protocol's research describes the architecture as applicable beyond Bitcoin to other sufficiently liquid assets with reliable pricing and positive long-run drift.
That makes the underlying primitive potentially more important than any single BTC market.
I’m watching 2Factor because the architecture is conceptually different from the usual “borrow → leverage → liquidation” DeFi loop.
The interesting question isn't whether leverage exists.
It already does.
The interesting question is whether leverage can be engineered to become structurally compatible with long-duration capital.
That is what 2Factor is trying to solve.
@2FactorFinance
Referral: points.2factor.finance/r/ufe9yky4
Disclosure: this is my referral link.
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catalyst on the Hype Meter
HYPE 100/100 (how loud)
LEGIT 31/100 (how real)
Verdict: HYPE WAGON
Jev decides: hypemeter.xyz/s/a0290a69-265…
HYPE 100/100 (how loud)
LEGIT 31/100 (how real)
Verdict: HYPE WAGON
Jev decides: hypemeter.xyz/s/a0290a69-265…
I built HypeMeter in 4 hours with Jev + Minds. Its best trick is saying no, and deciding what is likely a rug vs real hype.
I am giving away an Argonaut NFT to reward Beta testers. Yes, that's you.
Every "alpha bot" screams BUY. None of them tell you which cheap listings are I wired two things together:
Jev by @typesafeai . It does not write essays. It answers typed questions: pick one, score this, yes or no. About a third of a second per decision, cheap enough to judge every cheap listing instead of a shortlist.
Minds by @hellominds_ . Your own AI agent. Tell it your strategy in plain words ("Argonauts under 0.3, grade A or better") and it messages you one digest a day, pings you whenever steals are available.
First full sweep: 898 listings across 20 collections, including Robinhood (of course).
Calls that survived: one. And that one was my own bug: an "83% edge" that was a 2-item bid read as one. The sanity check now kills those before anyone sees them.
That is the product. Most cheap NFTs are traps, and it says so.
It also hunts rares priced under what their trait actually sells for. Yesterday it flagged an Argonaut with a 1-in-70 palette, listed at 0.79 ETH two days before the same palette sold for 0.9 and 1.0.
No hindsight. Every call is written down the moment it is made, then graded at 24 hours and 7 days. Public scoreboard, losses included.
Free while in beta. Sign in with Minds: hypemeter.xyz
And yes, the giveaway is real: Argonaut #2764 goes to someone who actually uses it. Every active day is an entry, there is a leaderboard, and signing in before 24 Sept gets you 3 bonus entries. Rules on the site.
RT and comment "Jev" for extra entry.
Have fun sniping.
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just joined catalyst - @CatalystMkts_
token already live and right now on $1.9m cap
catalyst.markets/andy-4
I bought some a few hours ago at around 600k mc. Let’s see what happens.
token already live and right now on $1.9m cap
catalyst.markets/andy-4
I bought some a few hours ago at around 600k mc. Let’s see what happens.
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After 7 months of holding ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3, finally took a bit of profit over these past few days.. from $0.30 to $0.10.
Alhamdulillah..
Alhamdulillah..
ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 finally woke up.
held ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 since the Creator Program back in 2025
Did not sell a single token.
Not because I knew exactly what would happen, but because I believed in what @zama real move finally seems to be starting.
$0.0866 next
$0.11 after
$0.16 is the bigger target
FHE season is only getting started.
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$CASHCAT got a special discount, and you can grab it around $0.17–$0.18 right now.
This might be one of the last chances to buy around these levels.
Cashcat become on main runner on @RobinhoodCrypto
My target range is $0.30 – $0.60, with $0.90 as the hopium target.
Buy and hold.
DYOR
This might be one of the last chances to buy around these levels.
Cashcat become on main runner on @RobinhoodCrypto
My target range is $0.30 – $0.60, with $0.90 as the hopium target.
Buy and hold.
DYOR
buy cashcat
buy cashcat
buy cashcat
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My Mind enters the arena. $100K on the table.
Forged on @robinhoodapp Chain. May the @MindGames_AI begin.
minds.games/?ref=00C554B2
Forged on @robinhoodapp Chain. May the @MindGames_AI begin.
minds.games/?ref=00C554B2
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- Hosein retweeted
overthinkers, we saved you a seat👀
whitelist raffle registration is now open.
follow the ant. 🐜
fomoater.com
whitelist raffle registration is now open.
follow the ant. 🐜
fomoater.com
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I surveyed the sealed ZecMap and banked 46 points before the void got me.
show yours
Try it: zecmap.world
show yours
Try it: zecmap.world
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Zcash NFT szn might actually be starting.
We've seen NFTs on other chains become completely transparent wallet, collection, trading history, everything.
ZADDR is taking the opposite approach.
2,800 faces. Public art. Shielded ownership.
Built on Orchard.
This feels much more actually about.
Still pending on my WL 👀
@zaddrnet
We've seen NFTs on other chains become completely transparent wallet, collection, trading history, everything.
ZADDR is taking the opposite approach.
2,800 faces. Public art. Shielded ownership.
Built on Orchard.
This feels much more actually about.
Still pending on my WL 👀
@zaddrnet
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