In-Depth Analysis | $B2: The "Dark Horse" of the BTCFi Track on the "Supply Side", Why is it Being Targeted by Binance Alpha?
A friend's remark, “$B2 stands on the BTCFi supply side,” immediately piqued my interest. After reviewing the materials, I discovered that this project could be the most underestimated infrastructure-level player of 2024—having miners, generating revenue, and possessing ecological ambitions, it has even quietly accumulated a TVL of 500 million USD.
### Why is $B2 Worth Noting?
1. Binance Alpha's “Clear but Subtle Hint”
The community is abuzz with expectations for the contract launch, and the project's economic model has reserved 10% for future exchange listings, indicating clear strategic intent. If spot trading is realized, liquidity explosion could serve as a catalyst.
2. A True “Miner Economy” Capturer
Unlike most BTCFi projects that merely talk the talk, $B2 has aggregated a substantial amount of mining power, with an on-chain pool renewal rate of only 0.01% (the lowest industry threshold), forming a “low-cost-high-sticky-true earnings” flywheel.
3. Valuation Anchor Points and Growth Logic
- Short-term: 1 USD as the VC cost price, a psychological support level;
- Mid-term: If TVL exceeds 1 billion USD + ecological tools are realized, a 4-5x growth potential is expected.
### Risk Warning
The market is highly volatile, and one must pay attention to BTC hash rate fluctuations, competitive product surges (like Babylon), and Binance's listing progress. However, it is undeniable that projects that can accumulate enough ammunition during a bear market often perform even better in a bull market.
> DYOR Advice: Focus on tracking the newly added mining power in its pools and on-chain contract interaction data. Sometimes, a dark horse is not announced but is quietly built on the "supply side."
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