A friend told me that he recently had his eye on a project: $B2.

At first, I didn't think much of it until he said:

"This is one of the few projects in BTCFi that truly stands on the 'supply side.'"

I remembered this sentence. I went back and looked up some information and found that it was indeed not simple.

$B2 is one of the highly regarded projects under the Binance Alpha program. The mining pool product has already launched, achieving a TVL of 500 million USD, and it has genuinely gathered a large number of BTC miners.

It's not just a slogan; they are really pulling resources, doing business, and generating revenue.

This is very rare in BTCFi—too many projects only draw a pie, but there are very few that truly have cash flow, users, and a logical product loop.

There are also some details that I think are very smart: the on-chain renewal rate is only 0.01%, which is absurdly low.

This means the threshold is extremely low, the trading frequency is high, and it's easier for those playing Alpha points to climb the rankings.

More importantly, $B2 has clearly reserved 10% of the share in its token model for future listings.

You might ask if there’s a plan for a secondary listing? Not only is there, but the community is already discussing the possibility of the contract going live, and the spot market is clearly moving.

How do I view the target price? Personally, I first look at 1U:

This is the VC cost price and also the key line in psychological warfare.

If the ecosystem continues to expand and TVL steadily climbs, I think it will be more than 1U.

Ultimately, investing is not about who can speak eloquently but about who can truly deliver.

$B2 is indeed delivering.