$T TLDR Threshold's roadmap focuses on tBTC expansion, DAO restructuring, and financial sustainability through strategic resource allocation.

1. Threshold Labs : aims to double tBTC revenue and increase TVL 60% by March 2026

2. DAO restructuring : reduces annual costs by $1.1M to fund tBTC growth

3. thUSD stablecoin : transitions to maintenance mode to align with core tBTC focus

Deep Dive

1. Near-term roadmap (0–6 months)

- Threshold Labs activation : A $2.85M budget funds tBTC development through Q1 2026, targeting:

- 50 tBTC annual revenue (2x current pace) via bridge fees

- 7,500 BTC TVL (60% increase from ~4,700 BTC)

- thUSD simplification : Transitioning to single tBTC collateral by Q3 2025 removes ETH support and reduces DAO costs, retaining only $200K liquidity.

2. Long-term vision (6+ months)

- tBTC dominance : Labs plans to position tBTC as primary Bitcoin-DeFi bridge through:

* Protocol upgrades (faster mint/redemptions)

* Expanded exchange/DEX integrations

- Financial sustainability : Target 80% expense coverage via tBTC revenue at $100K BTC prices, with "buyback & make" program using 70% of fees for T token acquisitions.

3. Critical context

- Execution risks : TVL growth depends on Bitcoin price stability and competitor bridges like WBTC. The DAO’s 23-month treasury runway provides cushion but requires hitting 2025 targets.

- Governance dependency : All initiatives require ongoing Snapshot votes - 7-day voting windows could delay adjustments if market conditions shift.

Conclusion :

Threshold’s restructuring centers tBTC as its growth engine, with measurable targets and cost-cutting creating clearer value accrual to T tokens. How might Bitcoin’s price volatility impact Threshold’s bridge fee revenue model?

#threshold #ThresholdCrypto #ThresholdToken #T #TrendingPredictions #Binance News #Binance Square