From Ordinals to BTCFi: Can Bitlayer Become the Core Engine of the Next Bull Market?

The Bitcoin ecosystem is undergoing a transformation from asset issuance (such as Ordinals, Runes) to financialization (BTCFi). With its BitVM+OpVM technology architecture and explosive ecological potential, Bitlayer is expected to become the core driving force of the next bull market. Its long-term value depends on the convergence of three major trends:

1. The demand for liquidity release in the Bitcoin ecosystem

Currently, over 14 million BTC are idle, and the goal of BTCFi is to activate these 'sleeping assets' through Layer2 solutions. #Bitlayer , as a native Bitcoin Rollup, has attracted 280 DApps, with TVL exceeding 1 billion USD, making it one of the most secure Layer2 solutions in the Bitcoin ecosystem that is compatible with EVM. Its modular design supports scenarios such as staking, lending, and stablecoins, directly mirroring the capital efficiency revolution of Ethereum DeFi.

2. Technical differentiation and institutional betting

Bitlayer achieves trustless verification on the Bitcoin mainnet through BitVM, addressing the security issues of traditional sidechains, while OpVM supports high-performance smart contracts. This combination of technologies has attracted institutional investments from Polychain, Franklin Templeton, and others, with a valuation of 300 million USD. Institutions are optimistic about its positioning as the 'Bitcoin version of Arbitrum'; if it replicates the penetration rate of Ethereum Layer2 (10% market cap share), BTR's valuation still has several times of growth potential.

3. Ecological synergy and long-term value capture

The economic model design of the BTR token strengthens ecological binding: 40% of tokens are used to incentivize developers and users, and 10% is reserved for cross-chain liquidity. With the launch of the V2 mainnet (supporting multi-virtual machine compatibility), Bitlayer may become the hub for Bitcoin and multi-chain DeFi. If the overall TVL of BTCFi breaks through the 10 billion level in a bull market, BTR, as a core infrastructure token, could jump from the current range of 0.04-0.06 USD to over 0.1 USD.

Conclusion

The success or failure of Bitlayer will depend on whether the Bitcoin ecosystem can shift from 'cultural narrative' to 'practical finance.' If its technology implementation and ecological growth continue to lead, BTR may become the value benchmark of the 'BTCFi narrative' in this bull market. @BitlayerLabs