King of the BTC Supply Side | Unraveling the underlying logic and explosive path of $B2 impacting 1U
While the market is still debating the BTCFi bubble, $B2 has already built a cloud ladder for value leap with 'real data'—$520 million TVL, 89 days of miner staking period, 420% growth in on-chain interactions. These three sets of data form a triangular support, transforming the target price of 1U from a 'psychological barrier' to a 'technical inevitability'.
Three rigid supports for the 1U target price
🔺 VC cost defense line: The average entry price for early institutional investors at 1U has created a 'price buffer zone' of 25 million tokens through on-chain staking
🔺 Cash flow conversion model: At the current fee rate of 0.1%, for every $100 million increase in TVL, the annual revenue of the protocol will capture $1 million in value
🔺 Exchange expectation discount: Reserving a 10% listing reserve pool (about 20 million tokens), if calculated based on the average opening price of new coins on Binance at a 3x premium, the implied valuation has reached 0.6U
Dual-driven growth flywheel of miners and exchanges
▮ Supply-side positioning: 12% of the total Bitcoin hash rate is already connected to the B2 mining pool, and the miners' demand for profit optimization will continue to provide support after the halving
▮ Traffic side explosion: The Alpha point system activates the 'staking is mining + trading is mining' dual engine, with on-chain gas consumption increasing by 58% week-on-week
▮ Ecosystem side fission: The developer incentive program attracts 37 BTC Layer2 projects to join, forming the 'AWS ecosystem effect' in the BTCFi field
Four catalysts after breaking through 1U
① Mining pool TVL surpassing the $1 billion threshold triggers exchange market maker agreement terms
② 43% of the unlocked tokens from VC have signed 're-staking' contracts, forming a selling pressure filter
③ The technical evaluation score of the B2 protocol by the Bitcoin ecosystem fund reaches 8.9/10, with potential strategic investments underway
④ A concentrated position of call options at the 1U price level has emerged in the on-chain derivatives market, accelerating the formation of market consensus
At this moment, B2 is akin to Uniswap in 2019—while most people are focused on price fluctuations, smart money is frantically grabbing 'protocol fundamental equity'. Those who see through the 0.01% fee mystery will ultimately understand: this is not just a reduction in trading costs, but a revolution in reshaping BTCFi value distribution. 1U is not the end, but the key to unlocking a trillion-dollar liquidity gateway for Bitcoin.
