🎯 Bet on the whole sunrise track with action

With a market value of over a trillion dollars, Bitcoin's liquidity has mainly been released in the form of wrapped tokens (like WBTC) to bridge to the Ethereum network, participating in on-chain scenarios like DeFi by coupling with the EVM ecosystem, but the actual amount released is only about tens of billions.

The immaturity behind it presents an opportunity to bet on the entire sunrise track with action.

I agree with Pantera partner Franklin Bi's viewpoint:

If DeFi reaches the same proportion on Bitcoin as it does on Ethereum, it means the total value of DeFi applications on Bitcoin will reach 340 billion dollars (25% of Bitcoin's market value), and over time, its scale may fluctuate between 108 billion and 680 billion dollars (8% and 50%).

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At the end, a few thoughts on Solv and concerns about the future Staking market

I have invested in Solv twice, taking the risk myself.

The first investment was because the founder Ryan is one of the few promising founders I have met. Humble, sunny, direct, and although young, I can see his cognitive upgrades every time we meet. In the two years I have known him, I have witnessed his rapid iteration, which is undoubtedly a boost for investors.

The second investment was due to Solv's performance. Especially during the bullish and bearish cycles of the crypto market, they achieved profitability early on. As the market changed, Solv underwent business iterations or transformations, but as long as they are active, they are number one. The underlying logic is a profound insight into DeFi, a firm belief, and strong execution power.

However, the Staking/Restaking track is facing common secondary market pressure — as more projects enter the Listing stage, there has been significant selling pressure to improve the pre-listing FDV. Therefore, although many projects have impressive TVL and income structures, their token prices have continued to be sluggish, leading to doubts about the operational models of some early-stage projects and even dragging down the performance of related staking assets.

Although Solv currently appears to have a relatively robust and secure model, breaking the curse of the track is not easy. I will keep an eye on Solv's future performance. After all, balancing the performance of token prices in the secondary market is essential for investors to see the greater potential of the Bitcoin staking ecosystem.