Update the information on B2, the recent major change in the narrative is a transformative shift from the BTC + DeFi track to: AI agent + stablecoin payment settlement system.
What is the narrative logic behind this? Let's interpret it:
1. We find that the entire $btc ecosystem faces many problems:
The narrative is outdated, focusing on BTC staking and re-staking, boosting TVL, mining, etc. In the face of the Web3 trend, this kind of narrative leads to: low valuation, small market cap, the market does not buy in, and once listed, it starts to decline continuously, failing to create a leading effect, resulting in the entire ecosystem being abandoned by the market;
2. In contrast, current projects with high valuation, strong market liquidity, and listed on Binance spot markets have AI narratives at the forefront. AI, as a foundation + application in a specific niche, is exemplified by recent projects like $sahara and $prove on Binance, which not only got listed on Binance spot but were also given high valuations, and also listed in Korea. This represents an acceptable pricing given by the market, including the currently strong $tag, which is also the current trend;
B2 is building an AI-driven infrastructure for the BTC ecosystem, leveraging the role of AI agents, transforming BTC from a store of value like gold into one that can participate in high-frequency, micro, cross-border, fully automated AI-to-AI trading settlements on-chain, making BTC the underlying currency and settlement network for the global AI economy. This narrative is eye-catching;
3. With the development of $USD1, WLFI as a newcomer in the DeFi space, especially leveraging $USD1 stablecoin for global payment settlements and transactions, is being promoted with national strength. This represents a huge opportunity for all Web3 practitioners, and B2 sees this trend, evolving traditional product business to: a stablecoin system backed by BTC and pegged to the US dollar, allowing BTC to flow freely in the economic chain of AI agents. How can any narrative miss the participation of BTC in every round?
In summary, this narrative upgrade will gradually be valued in the secondary market, and we hope that B2's bold attempt can bring about the rise of the BTC ecosystem!
I will continue to buy in the secondary DAC, severely undervalued, waiting for takeoff! #美联储取消创新活动监管计划 #美国7月PPI年率高于预期