Lukasz (@lukaszwicher) 's Twitter Profile
Lukasz

@lukaszwicher

Investing in builders unlocking the potential of Bitcoin | @goasymmetric

ID: 1240096457526587392

calendar_today18-03-2020 02:03:38

31 Tweet

162 Takipçi

112 Takip Edilen

Bitlayer BitVM (@bitlayerlabs) 's Twitter Profile Photo

We're proud to announce our integration with Chainlink’s CCIP as our canonical cross-chain infrastructure, enabling: 🔹 Seamlessly interoperability 🔹 Feature-rich cross-chain dapps 🔹 Enchanced liquidity in the #BTCFi ecosystem 🔹 ...and more! Check out our blog for more

We're proud to announce our integration with <a href="/chainlink/">Chainlink</a>’s CCIP as our canonical  cross-chain infrastructure, enabling:

🔹 Seamlessly interoperability
🔹 Feature-rich cross-chain dapps
🔹 Enchanced liquidity in the #BTCFi ecosystem
🔹 ...and more!

Check out our blog for more
Bitcoin Ecosystem (@bitcoinecotk) 's Twitter Profile Photo

🟠Stablecoins: A Crucial Piece of the BTCFi Puzzle Stablecoins are a fundamental component of any robust cryptocurrency ecosystem. As the #Bitcoin ecosystem continues to evolve and its on-chain liquidity deepens, the demand for Bitcoin-backed stablecoins is poised to skyrocket.

🟠Stablecoins: A Crucial Piece of the BTCFi Puzzle

Stablecoins are a fundamental component of any robust cryptocurrency ecosystem. As the #Bitcoin ecosystem continues to evolve and its on-chain liquidity deepens, the demand for Bitcoin-backed stablecoins is poised to skyrocket.
Dan Held (@danheld) 's Twitter Profile Photo

If everyone in the world understood Bitcoin, and the current macro environment, then the price would be $1M-$10M per Bitcoin.

janusz (@januszg_) 's Twitter Profile Photo

Bitcoin staking, via Babylon, might be one of the coolest use cases in "bitcoin season 2". But like everything else, it's extremely early. Also, protocols built "on top" of Babylon typically have high trust assumptions. Some thoughts from the Bitcoin Layers team👇

Bitcoin staking, via <a href="/babylonlabs_io/">Babylon</a>, might be one of the coolest use cases in "bitcoin season 2".

But like everything else, it's extremely early. Also, protocols built "on top" of Babylon typically have high trust assumptions.

Some thoughts from the <a href="/BitcoinLayers/">Bitcoin Layers</a> team👇
Lukasz (@lukaszwicher) 's Twitter Profile Photo

Builders continue to experiment with bringing the functionality of AMMs and other DeFi tooling that exists on nearly every L1, directly to Bitcoin through mostly custodial methods. While Magic Eden on Bitcoin 🟧 still has market dominance in trading volume for Runes (Bitcoin fungibles), other

Lukasz (@lukaszwicher) 's Twitter Profile Photo

If countries are following sound money primitives, protocols should be leading here as they are more nimble and understand the value immediately.

Lukasz (@lukaszwicher) 's Twitter Profile Photo

The Core Issue of Bitcoin Runes (Bitcoin Fungibles): Capital Inefficiency in Minting On blockchains like Ethereum and Solana, token creation often involves pre-sales, launchpads, or pumpfun-like models, enabling asset launches for under $100K. These flexible and cost-effective

Lukasz (@lukaszwicher) 's Twitter Profile Photo

Everything bleeding in BTC terms just reinforces the need to extend Bitcoin’s utility - whether by building directly on Bitcoin or connecting it to broader ecosystems. The future belongs to those who make Bitcoin more than just an asset.

Lukasz (@lukaszwicher) 's Twitter Profile Photo

Stablecoins with established on/off ramps are the clearest path to scaling web3 payments. 📊 In 2024, stablecoins are estimated to have moved $5.24T - nearly 2x Bitcoin and 1,500x Lightning. Bitcoin remains unmatched as a secure data layer and store of value. But for payments,

Stablecoins with established on/off ramps are the clearest path to scaling web3 payments.

📊 In 2024, stablecoins are estimated to have moved $5.24T - nearly 2x Bitcoin and 1,500x Lightning.

Bitcoin remains unmatched as a secure data layer and store of value. But for payments,
Lukasz (@lukaszwicher) 's Twitter Profile Photo

Very huge announcement, as this opens up how we view Bitcoin as a blockchain. Using child tx Robert Clarke and team are pushing the needle of scaling Bitcoin’s throughput natively on the L1. What may be 10min block times becomes 10min settlement, not dissimilar to how in

Lukasz (@lukaszwicher) 's Twitter Profile Photo

Ethereum had metaprotocols first. Now Bitcoin has them too. That’s a good thing. We don’t need them to be part of Bitcoin consensus. We just need builders and clients to agree. That’s how we win.

Lukasz (@lukaszwicher) 's Twitter Profile Photo

I like the DAT trade. There is a lot of merit to it. Treasury companies holding BTC, ETH, and SOL are positioned perfectly: BTC is hard money upside. ETH currently powers programmable money with stablecoins making up 30% of gas fees. SOL is the onchain OS for consumer crypto.

Lukasz (@lukaszwicher) 's Twitter Profile Photo

DATs seem to be misunderstood by most 🧵 DATs trade at a premium due to the embedded value of volatility. Listed options on these equities enable hedge funds and institutional investors to build sophisticated volatility-driven strategies. This options-rich environment enhances

Lukasz (@lukaszwicher) 's Twitter Profile Photo

Interesting move by MOSS and ETH strategy today. First time we’re seeing a clean TradFi wrapper around onchain capital flows. This unlocks a new pipeline for entirely onchain DATs to form which enables capital formation from TradFi into an interesting new vertical.

Lukasz (@lukaszwicher) 's Twitter Profile Photo

Digital Asset Treasuries (DATs) are emerging as the first institutional allocators in BTCfi. They’re not chasing memes or yield farming. They’re optimizing NAV, reducing dilution, and compounding BTC. Here’s the game theory: 1) DATs raise or issue stock to accumulate BTC 2)