自己的BTC持有了很长时间没卖，一直在生态里积极参加BTCFi来撸点利息吃吃。Babylon发了空投后，我也逐渐把SolvBTCBBN开始解除staking，开始找新项目来参加。最近考虑到山寨市场在下半年可能有希望，看看能否在链上先mint出相应的稳定币，然后放入量化基金里做做理财，看了一圈，mezo还挺不错，分享一下Mezo的业务。
Mezo是一家比特币的抵押的稳定币公司。用户通过质押各种类型的BTC（例如我的solvbtcbbn），通过110%的超额抵押，在链上铸造出MUSD，然后就可以在链上来做defi。我自己的操作是会把MUSD换成USDT，再给量化公司做量化赚息差。Mezo抵押借贷的年化利率在1%-5%(中心化的antalpha的BTC借贷利率是8%+)，量化的benchmark是年化8%以上（参考ethena），这其实就能搞出来大几个点，且还没有算空投的收益。现在公司已经做到了2亿美金TVL，数据增长很快。这个月7号Mezo的以太坊vaults开始正式开放，用户可以存各类型的BTC进vaults，开始farming。5月下旬主网上线后，用户可以自行mint MUSD稳定币/注入池子等，此外还可以和公司合伙伙伴Velar，Threshold，Zerolend等合作，多撸积分，详情见
再来看看Mezo的融资情况，公司在24年融资了2850万美金，A轮2100万美金，由Pantera领投，Hackvc，multicoin等参投；7月又有一轮新融资，Ledger Cathay Capital以及Flowdesk，GSR等做市商参投。最后一轮公司估值至少在2亿美金以上。现在头部项目做完了资管和staking，下一个大的方向就是借贷和稳定币。Mezo作为现在BTC稳定币的头部项目，很适合BTC OG们来继续解放出BTC流动性来给自己加杠杆。
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