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"CORE is calling itself the 'Bitcoin power grid'—but is it really the foundation of BTCFi, or just one of crypto's most ambitious marketing stories?" This morning, CORE's official account doubled down on a bold narrative: CORE = Bitcoin's power grid, highlighting BTC derivatives, DApps, and ecosystem applications supposedly settling into its network. Many investors see this as the birth of a scarce infrastructure layer for BTCFi and believe a major revaluation is only a matter of time. But does the story match reality? Let's dig deeper. 1. Is "power grid" the right comparison? A real power grid is permanent, stable, and indispensable. CORE's security, however, comes from miners who allocate hash power based on profitability. If rewards shrink, that computing power can move elsewhere overnight. Can profit-driven resources really be considered permanent infrastructure? 2. Future ambitions are being presented as present reality Partnership announcements are everywhere, but how many applications are generating meaningful transaction volume and attracting real users today? Vision matters, but without sustainable cash flow and adoption, even the strongest narrative can lose momentum. 3. The competition is far from over The market is often told that CORE is becoming the foundational layer of BTCFi. In reality, Bitcoin Layer-2 networks and BTCFi ecosystems are expanding in every direction. Projects are free to choose whichever platform offers the best incentives and technology. There is no guarantee that CORE becomes the dominant winner. 4. The flywheel still depends on several assumptions The bullish thesis is simple: More applications → more users → higher demand → higher token value. But for that cycle to work, the ecosystem must continue growing, fresh capital must keep entering, and selling pressure must be absorbed over the long run. If any link in the chain weakens, the entire narrative could face serious challenges. #DailyOrbit