Bitlayer co-founder Charlie Husats recently appeared on Anthony Pompliano's podcast, which in itself has a lot of highlights. Pompliano, as a heavyweight in the Bitcoin space, has his ProCap company significantly influencing Bitcoin asset management, and projects invited for dialogue with him usually have unique attributes. This exchange clearly wasn't just a courtesy visit; it reflects the proactive interest of Western institutional investors in Asian innovative projects.

From a technical architecture perspective, Bitlayer indeed addresses several key pain points in the Bitcoin ecosystem. Their bridging solution designed based on BitVM achieves cross-chain interaction with near-native security, which is considered a major breakthrough in the current Bitcoin Layer 2 field. Even more noteworthy is their proposed YBTC yield asset scheme, which directly targets the staking needs of BTC ETF holders—data indicates that the global BTC ETF management scale has exceeded $60 billion, and the demand for yield products from this capital is rapidly growing.

Market feedback seems to confirm this. Three months after the Bitlayer mainnet launch, the TVL quickly surpassed $350 million, with an average daily trading volume maintained at over $80 million. This growth momentum is quite rare in the current Bitcoin Layer 2 arena. From on-chain data, their Rollup solution indeed achieves a processing capability of over 400 TPS per block, with gas fees two orders of magnitude lower than the Ethereum mainnet, making it particularly effective for attracting the Asian retail user base.

Observing Bitlayer's investment research style reveals that they excel at finding a balance between traditional Bitcoin architecture and emerging DeFi demands. For instance, their recently launched Bitcoin stablecoin protocol maintains the underlying security of Bitcoin while also being compatible with EVM ecosystem development tools through modular design. This pragmatic approach may be the key to attracting traditional Bitcoin investors like Pompliano—staying true to Satoshi's vision without excessively deviating while effectively expanding Bitcoin's financial application scenarios. As more institutional capital enters the Bitcoin ecosystem through ETFs, projects like Bitlayer, which possess both technical depth and commercial viability, may gain more attention.

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