Postaus

Previously looking at Strategy, holding 840,000 $BTC, yet still having to sell coins to pay preferred stock dividends feels pretty speechless. In contrast, BMNR has 4.9 million out of 5.79 million $ETH staked, generating annual staking income of $2.54 billion. So is $BTC just supposed to sit there doing nothing? NO! It’s time to properly introduce Saylor @ saylor to Babylon proprietary technology, Trustless Bitcoin Vaults (TBV), lets users lock BTC into vaults on the Bitcoin chain. The collateral status is verifiable on Ethereum, allowing borrowing of USDC/USDT on Aave v4. This perfectly solves the problem of Strategy having coins in hand but no cash! Of course, for a listed company, compliance also needs to be considered. Turning back to ordinary people: Bitcoin is the largest and most trustworthy asset in the market, yet its actual DeFi situation is quite awkward. If you want it to generate any utility, you almost always have to turn it into something that is no longer Bitcoin first — wrapping it into WBTC, bridging to another chain, or depositing it into some platform’s address. And every step adds an extra layer of trust. The incidents that have happened in recent years are exactly due to all those redundant layers. The goal of TBV is precisely this: borrowing interest rates based on DeFi capital efficiency, self-custody so the keys remain in your hands, the collateral is native BTC rather than a substitute, and the entire process has no centralized intermediary. In plain terms: No middleman skimming the spread! Babylon has been running a Bitcoin staking protocol since 2025, with peak TVL of $72 billion. Now they’re pivoting from staking to collateralization first locking BTC safely, then enabling the locked BTC to be put to use. Choosing Aave v4 as the first deployment scenario is also very practical. Borrowing is the most real demand and requires the least user education. Things like stablecoins, yield-boosting staking, derivatives, etc., can only be discussed after this step is working smoothly. Currently the testnet experience is free #DailyOrbit