其实在稳定币赛道如火如荼、原本Crypto Native整体受到交付和实用性挑战的关键节点,BTC 扩展infra反倒成了一个被严重低估的价值洼地。 这里头有个前提条件不容忽视: 1、ETF现货通过的大背景,机构级资金可以注入主生态,目前满足条件的就BTC和ETH。 2、机构基金流入后有一部分价值储备资产的需求,但也会有生息、质押(等SEC的法案明确)的需求。 这就意味着,ETH和BTC公链上有一部分价值infra会得到直接利好,以太坊那边早就是红海内卷,Lido、Eigenlayer、各种DeFi、Restaking协议竞争白热化,而BTC这边却还是一片"处女地"。 虽然印象中,BTC layer2已经炒过头了接近衰败,但顺着BTC直接的托管和生息两大需求看,目前的解决方案,要么搞中心化托管糊弄事,要么技术架构根本撑不起机构级资金的安全要求。 @GOATRollup 正是此背景下值得关注的一个硬核技术项目,其通过BitVM2+zkVM技术栈实现了真正的Native跨链安全,又通过去中心化Sequencer和 $BTC 、 $GOAT 质押模型实现了可持续的生息经济模型。这对追求风险可控、收益透明的传统金融而言,可谓是一套量身定制的可选“解决方案”。 事实上,当海量机构资金即将通过ETF管道涌入时,目前在BTC infra还未“定标准”的混战阶段提前卡位反倒是一种机会,因为一旦监管路径明确、资金到位,这种稀缺性价值infra的爆发几乎是必然。
GMGOAT!
10.65K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.