@2FactorFinance
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Kelly-optimized leverage for buy-and-hold investors. Built on @base.
Joined May 2025
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Season 1 of the 2Factor Points Program is live.
The top 10 of this season split 1 BTC 🔥
Time to make your Mark.
points.2factor.finance
2Factor is live on @base in public beta.
Kelly-optimized leverage for buy-and-hold investors, starting with base:0xcbb7c0000ab88b473b1f5afd9ef808440eed33bf.
First Bitcoin, then stocks.
2factor.finance
1.33x exposure, delivered through the capital structure instead of a loan.
That is the difference between this chart and every other leveraged BTC product.
Early days, but this is what kelly-optimal BTC looks like:
- BTC +11.94%
- cbBTC-Jr + 16.31%
Note the down and sideways periods in the early part of the series. You can just hold through it.
By design it's backtested (for positive drift assets) st — the marginal benefit of holding through rallies >> marginal cost of holding it through down-swings.
@2FactorFinance @base
#notfinancialadvice
RT @evankuo: Early days, but this is what kelly-optimal BTC looks like
BTC +11.94%
cbBTC-Jr + 16.31%
note the down and sideways periods…
Thank you Brian.
We built this for people who want leveraged Bitcoin or tokenized assets for the same reason they want the spot asset.
They think it is worth more in five years, and they do not want the instrument to die on the way there.
Nobody has to argue about whether people want tokenized stocks anymore.
What you can actually do with one is the open question.
We shipped our answer last week.
Kelly-optimized leverage for buy-and-hold investors.
2factor.finance
2FactorFinance retweeted
2FACTORFINANCE LAUNCHES PUBLIC BETA ON BASE FOR KELLY-OPTIMIZED LEVERAGE ON COINBASE TOKENIZED STOCKS
2FactorFinance retweeted
Public Beta now live on @base 🔥
Kelly-optimized leverage for buy-and-hold investors.
First Bitcoin, then stocks.
Public Beta now live on @base 🔥
Kelly-optimized leverage for buy-and-hold investors.
First Bitcoin, then stocks.
2Factor gives long-term holders moderate leverage they can hold indefinitely, at a fraction of what a leveraged ETF costs to carry.
Built on @coinbase tokenized stocks, with leverage sourced from stable yield rather than from shorts.
cryptobriefing.com/2factor-l…
Tokenized stocks took roughly 74% of new RWA wallets this year.
The entire structured layer built on them?
20x perps and yield notes that expire in 8h.
Distribution shipped but structure didn't.
Durable leverage is the alternative.
No liquidation price, no daily reset.
1000 people, 10 seats, 1 BTC 🔥
Season 1 has a feature most of them haven't noticed.
What you build now does not stop counting when the season ends. Marks carry forward into Season 2.
But only 10 leave with Bitcoin on top.
points.2factor.finance
1/5
So the leaderboard is not really a race between individuals.
It is a race between Collectives.
Join in and grow your own:
points.2factor.finance
4/5
Questions about any of it?
We built somewhere to ask.
chat.2factor.finance
See you on the other side.
$14.270 for our first spot 🔥
$12.858 for the second.
$11.369 for the third.
1 BTC, split across the top 10 at season close.
Anything can still happen.
points.2factor.finance
Two things in this chart.
The demand for non-crypto exposure onchain is durable. Perps are just what was available.
We build the other one: leverage that comes from the capital structure instead of a borrow, so there is no liquidation price.
RWA perps might be one of the quietest explosions happening onchain right now.
At the start of 2026, open interest was barely noticeable. Fast forward to September and we’re looking at:
→ $4.845B total OI
→ $3.269B in 24H volume
→ 802 markets
→ ~$748K in estimated daily protocol fees
Public equities alone are now responsible for a huge chunk of that OI.
Crypto traders clearly want more than crypto assets to trade. Stocks, indices, metals and other RWAs are steadily finding their way onchain.
Going from almost zero to billions in OI within a year is crazy growth.
