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8 posts tagged with "BTCFi"

Bitcoin DeFi ecosystem

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Bitcoin Becomes the Final Verifier: How Boundless Settles Ethereum and Base ZK Proofs on Proof-of-Work
·Dora Noda·10 min

Bitcoin Becomes the Final Verifier: How Boundless Settles Ethereum and Base ZK Proofs on Proof-of-Work

Boundless now lets Ethereum and Base anchor their zero-knowledge proofs to Bitcoin's proof-of-work — without changing Bitcoin at all. Here's how BitVM and RISC Zero turn BTC into a shared settlement layer, and what it means for builders.

Bitcoin
zkp
Ethereum
infrastructure
+1
Bitcoin Wakes Up: How Babylon, sBTC, tBTC, and exSat Are Turning $1.9T of Idle BTC Into Programmable Collateral
·Dora Noda·11 min

Bitcoin Wakes Up: How Babylon, sBTC, tBTC, and exSat Are Turning $1.9T of Idle BTC Into Programmable Collateral

Babylon, Stacks' sBTC, Threshold's tBTC, and exSat each take a different path to making $1.9T of idle Bitcoin productive — and the GENIUS Act quietly reshapes which ones survive.

Bitcoin
BTCFi
DeFi
staking
+1
Bitcoin's Covenant Renaissance: How OP_CTV, LNHANCE, OP_CAT, and BitVM2 Could Finally Bring Smart Contracts to Bitcoin L1
·Dora Noda·12 min

Bitcoin's Covenant Renaissance: How OP_CTV, LNHANCE, OP_CAT, and BitVM2 Could Finally Bring Smart Contracts to Bitcoin L1

OP_CTV's activation parameters are set for March 2026. OP_CAT has a BIP number. BitVM2 is live on Citrea. Bitcoin's covenant debate is no longer theoretical.

Bitcoin
smart-contracts
BTCFi
infrastructure
+1
Stacks Nakamoto + sBTC: Has Bitcoin DeFi Finally Delivered After Three Years of Delays?
·Dora Noda·8 min

Stacks Nakamoto + sBTC: Has Bitcoin DeFi Finally Delivered After Three Years of Delays?

Stacks shipped Nakamoto finality and sBTC crossed $545M TVL, but the real test is whether Bitcoin holders actually want yield on their coins. A sober look at what changed, what didn't, and why 2026 decides the Bitcoin DeFi narrative.

Bitcoin
BTCFi
DeFi
layer-2
+1
Ika on Sui: The Sub-Second MPC Network Trying to Kill the Bridge Industry
·Dora Noda·10 min

Ika on Sui: The Sub-Second MPC Network Trying to Kill the Bridge Industry

Ika's 2PC-MPC protocol on Sui replaces trust-based cross-chain bridges with native threshold signatures. Here is why that threatens LayerZero, CCIP, and the entire wrapped-token economy.

Sui
Bitcoin
MPC
cross-chain
+1
Bitcoin Gets Its Own DeFi: How OP_NET Brings Smart Contracts to L1 Without Bridges
·Dora Noda·9 min

Bitcoin Gets Its Own DeFi: How OP_NET Brings Smart Contracts to L1 Without Bridges

OP_NET launched on Bitcoin mainnet in March 2026, enabling native smart contracts, OP-20 tokens, and DeFi without bridges or wrapped BTC — backed by $5M in funding and a 'SlowFi' philosophy that turns Bitcoin's 10-minute blocks into a sustainable liquidity advantage.

Bitcoin
DeFi
BTCFi
smart-contracts
+1
Starknet's Bitcoin Pivot: How an Ethereum L2 Is Betting Its Future on BTC
·Dora Noda·9 min

Starknet's Bitcoin Pivot: How an Ethereum L2 Is Betting Its Future on BTC

Starknet declares its intention to become Bitcoin's execution layer with dual-chain settlement, ZK-STARK proofs, and a 100M STRK incentive program targeting the $1.8T BTC market.

Starknet
Bitcoin
BTCFi
zkp
+1
The BTCFi Awakening: How Five Protocols Are Unlocking Bitcoin's $1.4 Trillion DeFi Opportunity
·Dora Noda·10 min

The BTCFi Awakening: How Five Protocols Are Unlocking Bitcoin's $1.4 Trillion DeFi Opportunity

Bitcoin's DeFi ecosystem has grown 2,196% to $8.6 billion TVL, with five protocols — Merlin Chain, Bitlayer, BOB Network, Stacks/sBTC, and Babylon — each taking a distinct architectural approach to unlocking native Bitcoin yield without bridge risk.

BTCFi
Bitcoin
DeFi
layer-2
+1