
陈剑Jason 🐡|Jul 04, 2025 16:36
Based on today's news about the abnormal movement of 80000 BTC ancient whale wallets, the biggest regret of this round is that so many projects have not been able to boost the BTC ecosystem and solve the problem of BTC being sold without hoarding. Despite Ethereum's decline, POS+DeFi has still locked in more than 30% of its total volume. If ETH does not have the ability to generate interest, the current situation will be even more tragic.
It has always been said that BTC is digital gold, but in the real world, more than half of gold is in jewelry, industry, and other fields. Like digital oil Ethereum, the availability of gold also locks in a large number of circulating chips, but digital gold BTC has never found its own availability.
There are actually three possible solutions: Babylon's POS capability for BTC, which allows BTC to pledge for interest, Yala's collateral stablecoin for BTC, which allows BTC to be converted into another asset, and BOB's L2 for BTC, which makes BTC usable.
BOB's investment background and solution belong to the legitimate military type, with investments from Coinbase, Alliance DAO, and IOSG. It inherits the security of the Bitcoin network through BTC staking and a fork free native bridge supported by BitVM. Although it is EVM, it still completes the final confirmation in the Bitcoin network rather than Ethereum, only utilizing Ethereum's network effects and liquidity. BOB has been highly anticipated since the birth of the BTC L2 concept, but it has been dragged down as the last gem.
At present, BOB's TVL has 130 million US dollars and is estimated to be about to release coins. Although the airdrop plan has not yet been released, the weekly active addresses have increased by 48%, and many people are starting to make the final push.
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