In fact, at the critical point where stablecoins are booming and Crypto Native is facing challenges in delivery and utility, BTC infrastructure expansion has become a severely underestimated value trap. There is an unavoidable premise here: 1. Under the background of spot ETF approval, institutional-level funds can be injected into the main ecosystem, currently meeting the conditions are BTC and ETH. 2. After institutional fund inflows, there will be a demand for value reserve assets, but also a demand for interest-bearing and Staking (pending SEC's clear regulations). This means that a part of the value infrastructure on ETH and BTC public chains will be directly benefited. The Ethereum side has long been a red ocean of internal competition, with Lido, Eigenlayer, various DeFi, and reStaking protocols competing intensely, while the BTC side is still a "virgin land". Although the impression is that BTC Layer 2 has been overhyped and nearly declining, looking at the direct custody and interest-bearing demands of BTC, the current solutions are either centralized custody or technical architectures that cannot support the security requirements of institutional funds. @GOATRollup is a hardcore technical project worth noting in this context. Through BitVM2 + zkVM technology stack, it achieves true Native cross-chain security, and through decentralized Sequencer and $BTC, $GOAT Staking model, it creates a sustainable interest-bearing economic model. For traditional finance seeking risk control and transparent returns, this is a tailor-made "solution". In fact, when massive institutional funds are about to pour in through the ETF channel, positioning in advance during the current chaotic stage of BTC infrastructure, where standards are not yet set, is an opportunity. Because once the regulatory path is clear and funds are in place, the explosive value of such scarce infrastructure is almost inevitable.
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Kevin
@kevinliub
06-18
GMGOAT!

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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