币圈猫咪
--
Stumbling upon $B2 was a coincidence.
But upon closer inspection, I realized that this could be one of the true supply-side entry points for BTCFi.
First, let’s talk about the results:
It has already reached a TVL of $500 million, and the pool continues to attract real miners, generating income, activity, and cash flow.
Now, looking at the structure:
The on-chain pool renewal rate is only 0.01%, which is a fierce detail. It’s not designed to look "good", but to keep real users on-chain. With high transaction frequency and low barriers, this means the points model can operate, and the ecosystem can thrive.
What makes me most alert is its economic model—
The project team has clearly reserved 10% for secondary listings.
This is not about creating emotional expectations; it directly writes "contract listing" into the structure. Recently, the community has started to spread the word that there will be contracts available, and the spot liquidity has also shown obvious fluctuations.
This design indicates one thing:
They have a plan for a long-term battle.
If you ask about the target position? I won’t guess the ceiling, but I’ll mention the pivot:
1U is the line of games, the bottom for VCs, and the gateway for retail investors.
Looking upwards, we need to see if the TVL can climb another level and if the ecosystem can sustain itself. But in its current state, I believe it has several times potential.
You can take your time to charge ahead, but you cannot afford to ignore it.
BTCFi will go a long way, and $B2 may just be one of the few that truly starts running.🔥
But upon closer inspection, I realized that this could be one of the true supply-side entry points for BTCFi.
First, let’s talk about the results:
It has already reached a TVL of $500 million, and the pool continues to attract real miners, generating income, activity, and cash flow.
Now, looking at the structure:
The on-chain pool renewal rate is only 0.01%, which is a fierce detail. It’s not designed to look "good", but to keep real users on-chain. With high transaction frequency and low barriers, this means the points model can operate, and the ecosystem can thrive.
What makes me most alert is its economic model—
The project team has clearly reserved 10% for secondary listings.
This is not about creating emotional expectations; it directly writes "contract listing" into the structure. Recently, the community has started to spread the word that there will be contracts available, and the spot liquidity has also shown obvious fluctuations.
This design indicates one thing:
They have a plan for a long-term battle.
If you ask about the target position? I won’t guess the ceiling, but I’ll mention the pivot:
1U is the line of games, the bottom for VCs, and the gateway for retail investors.
Looking upwards, we need to see if the TVL can climb another level and if the ecosystem can sustain itself. But in its current state, I believe it has several times potential.
You can take your time to charge ahead, but you cannot afford to ignore it.
BTCFi will go a long way, and $B2 may just be one of the few that truly starts running.🔥
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
163
0