朱老师区块链

storyJ also went bankrupt, no wonder it crashed so hard today. The founders and the former V God were also two godlike prodigies who once stood side by side. In this bear market, one project after another has fallen; even the trading volume in the crypto market has dropped to an all-time low. How much longer the bear market will last is anyone’s guess. But only after a complete reset—clearing out most of the trash—will the future truly be able to produce super-star, hundred-times projects.
$STORJ

In the past few years, the crypto industry has been debating a question:

Besides being a store of value, what else can Bitcoin do?

Many people’s answers are:

BTCFi, lending, yield, DeFi.

But I think that may underestimate Bitcoin’s true potential.

Because Bitcoin’s greatest asset isn’t just its $1.1 trillion market cap—it’s the world’s strongest decentralized security network behind it.

In the past, for a new blockchain to gain security, it had to:

Issue its own token;

Maintain its own validator nodes;

Absorb the early security costs.

That’s why after many new chains launch, they often face:

No users;

No validators;

Insufficient security budget.

Babylon offers a new way of thinking:

Make the security capabilities of the Bitcoin network a resource that can be rented.

In the future, we may see a pattern like this:

A new PoS chain → uses BTC to provide security → lowers startup costs → attracts more applications.

This is similar to the era of cloud computing:

Companies don’t need to buy their own servers—they rent AWS infrastructure instead.

In the future, blockchains may work the same way:

Not every chain needs to build its own security system from scratch; instead, it can use the economic security provided by Bitcoin.

So Babylon’s long-term value may not simply be about making BTC generate yield.

Instead, it could create a whole new market:

Bitcoin Security Market.

If Ethereum sells computing resources,

then in the future, Bitcoin may be what sells security resources.

That may be where the biggest imagination space for the BTC ecosystem really lies.

@BabylonLabs_io
$BABY

#baby

The comments below are insane: comparing Changxin Storage’s market value to Nvidia, and then seeing over 100—at the end of this cycle, you can’t be trapped in a four-layer position.
$NVDAB

In the past, when people measured a blockchain, the most important metric was always TVL (Total Value Locked).

But for Bitcoin, TVL has never really been the best indicator.

The reason is simple:

Bitcoin’s biggest advantage is not keeping assets locked on-chain, but enabling value to be continuously utilized.

In the future, when measuring the Bitcoin ecosystem, what may be worth paying attention to is not TVL, but TBV (Total Bitcoin Value).

TBV is not just about counting how many BTC are locked up; it’s about counting how many BTC are actively providing security, liquidity, and returns for the entire ecosystem.

For example:

* Using Babylon to provide economic security for PoS chains;
* Entering more financial products as institutional assets;
* Providing underlying credit for BTCFi;
* Recycling value and generating returns across different protocols.

The same BTC can take on multiple roles at the same time, rather than, as in the past, simply sitting quietly in a wallet.

This means:

Going forward, the focus of competition won’t be who locks up more BTC, but who can keep more BTC continuously creating value.

If TVL is the core metric of the DeFi era, then TBV is very likely to be the new metric in the Bitcoin ecosystem’s next era that deserves the most attention.
@BabylonLabs_io
#baby
$BABY

Duan Yongping sold 1,000 shares of SPCX options with the strike price 115 puts, betting on Musk. Is Duan Yongping starting to bottom-fish too? But with this kind of capital, it’s just Duan Yongping’s bacterial-sized position.
$SPCX

Attention everyone, the CEO of the world’s No. 1 market-cap company, Huang Renxun, has moved into <x>, so it’s likely he’s about to start shouting buy orders.
$NVDAB

GMX has been pushing higher over the past two days while the overall market has been moving up too. I looked into the news:
1. Currently, buybacks are ongoing, and 27% of the protocol revenue buyback plan is in place.
2. The order book balancing plan: GMX’s biggest innovation used to be the GLP pool. But that’s also both its strength and its weakness. In a one-direction market, there aren’t enough opposing positions in the market. That’s why the V2 version has been upgraded and updated into a separate GM pool model. Combined with current incentives, this can balance the market more effectively.

As of now, on-chain TVL is 170 million, while GMX’s market cap is only a little over 90 million. I think it’s currently somewhat undervalued. After all, GMX is one of the PERP DEXs I’ve seen that doesn’t rely on an “order book” model. And its founder, X, is an amazing builder. I hope that in the future, DEXes can completely eliminate the need for an “order book”!
$GMX

Why does Bitcoin have a market capitalization of over one trillion dollars, yet still hasn’t become a core asset of DeFi?
The biggest reason isn’t lack of demand—it’s the cost of trust.
In the past, to get BTC to participate in DeFi, you almost always had to first turn it into WBTC or enter other networks via a cross-chain bridge. This means you need to hand your assets to a third-party custodian, taking on additional trust risks.
Trustless Bitcoin Vaults (TBV) by @BabylonLabs_io tries to solve this problem in a different way.
It doesn’t “move” BTC to another chain. Instead, BTC remains on the Bitcoin network, while other chains can verify the status of that BTC and use it as collateral.
The TBV testnet is already live, and the first use case is integration with Aave v4 to enable native BTC collateralized borrowing.
For BTC holders, this could mean that in the future they may be able to unlock liquidity without giving up ownership of their BTC, and participate in more DeFi scenarios.
If this model can be rolled out at scale, the growth potential of BTCFi is definitely worth continued attention.
@BabylonLabs_io $BABY #baby

Earnings season month: Google reported earnings yesterday and is already down 10 points; Tesla reported earnings today and is down 13 points; IBM reported earnings and is down 8 points; Nokia reported earnings today and is down 10 points.
The AI expectations that were laid out earlier were too high. Any small shortcoming gets blown up endlessly—Tesla’s earnings are without expectations factored in, Google’s is cash-flow focused, IBM’s earnings are without expectations factored in, and Nokia’s is declining net profit.
I think the main reason is that it had risen too much beforehand. Let it drop a bit to return to a more normal valuation. The Nasdaq is approaching a key level—recently the U.S. stock market has been performing very poorly. Don’t let the big pie take a tumble. The Fed should hurry up and cut rates to rescue the market!
$BTC

Many people know that Bitcoin is the safest and most valuable asset in the crypto market, but when you truly enter DeFi, you often need to first wrap it into WBTC, or rely on cross-chain bridges and custodial institutions.
Recently, I tried the Trustless Bitcoin Vaults (TBV) testnet launched by @Babylon Labs_io, and it feels like a promising new direction worth paying attention to.
TBV’s core idea is simple: let native BTC be used directly as collateral—without wrapping, without cross-chain, and without trusting centralized intermediaries.
Currently, TBV already supports native Bitcoin collateralized borrowing on Aave v4. Users can use their own BTC as collateral to borrow assets such as USDC and USDT, while always keeping the private keys under their own control—truly Your keys, your Bitcoin.
Compared with traditional solutions, I think TBV has several advantages:
✅ Use native BTC as collateral;
✅ No need for Wrapped BTC or cross-chain bridges;
✅ Self-custody throughout, making it safer;
✅ Trustless architecture, reducing reliance on third parties.
If you’re interested in Bitcoin DeFi, it’s worth trying out the TBV public test (find it on the official website). Check out the process of native BTC collateralized borrowing, and submit feedback to the team—this might end up becoming an important development direction for BTCFi.
@Babylon $BABY #baby
#baby

Berkshire Hathaway: I read every book in the library, tried every method, and did a lot of chart analysis. I tried to predict the market, but in the end I discovered that there is no method to predict the market at all!
I also read a lot of books and various theories trying to judge whether prices would rise or fall, and found that none of it was any use. The only thing I thought might be of some use is risk management.
$ETH

Just take a look at this data thing; the main thing is how the government wants to guide the economy and policy!
It mainly comes down to human nature. I’ve always believed that human nature is more important than any so-called technical side like dogecoin tech!
$BTC

Yesterday Google’s earnings report was so good—well above expectations—but it still couldn’t save the stock price. The main reason is that AI spending is too high and cash flow has turned negative. Public companies have to be judged by ROI—return on investment—and the input-output ratio. At this stage, AI clearly isn’t generating additional revenue. If this round even MAG7 companies start tightening AI spending, then there’s a good chance this infrastructure semiconductor cycle will be coming to an end, and these semiconductor companies will return to normal valuations!
Of course, the process of bursting the bubble will be pushed further out. Maybe you can wait until AI becomes “more intelligent” through an emergent effect, leading to more AI applications that are more profitable—then the AI era will truly begin!
$GOOG.US

Everyone is thinking about the final dip to buy the bottom—then chances are there won’t be a final dip. Can the market maker really let everyone get on the train? Even if there’s a pullback right now, all we can see is about 62.5k. If the bulls at this level still don’t dare to break up and retest the previous high above 67.5k, then the bulls are too cowardly!
I think they’ve been setting things up for this for so long, so they definitely need to test the 6.7 resistance level.
But with so many people waiting for this spot, will the dog market maker blow it out and pump too hard? After all, with so many chips on hand, the liquidity won’t go to waste if it can be taken!
If it weren’t for the fact that the US stock market has been a bit weak recently, this BTC should have already moved higher by the morning!
$BTC