In the past few weeks, @kevinliu, CEO of ZKM and co-architect of @goatnetwork, has published five core articles explaining his vision behind BTCFi, its architecture, and how it can be made sustainable ๐ก
Let's recap each piece and take a look at what ties them together ๐
The easy part of GOAT Flow is what merchants see: log in, configure, and you're selling to AI agents in minutes.
The hard part is what they don't see: a verification core that binds every onchain payment to its exact transaction before any receipt exists.
Enormously proud of what the GOAT team has achieved here. The agent economy needed a simple-to-integrate settlement layer it could trust. Now it has one.
The countdown is almost over.
Soon any merchant can make their products findable and payable by AI agents, with receipts nobody can reverse.
Bitcoin-secured agent commerce - for everyone. No code required.
No. When agents need money, they choose properties.
Self-custody, final settlement, no counterparty who can freeze the account.
Don't take our word for it. The @BitcoinPolicy Institute gave 36 frontier models 9,072 neutral monetary scenarios with no currency suggested. Bitcoin ranked first at 48.3%. Not one of the 36 ranked fiat first. The models' own stated reasons: self-custody and independence from institutional counterparties.
Developers choose central platforms for the incentives. Agents don't have brand loyalty. They have objective functions.
The study โ https://t.co/dGWrJBlNWy
We're shipping GOAT BitVM3 on Bitcoin as-is. Covenants decide how simple the next version gets.
BIP-448 would move much of what we presign today into consensus, resulting in a smaller setup/less to trust at peg-in.
Progress here is progress for every BitVM-style bridge.
Build the zkVM
โโโโโโโ 100%
Build the zkEVM
โโโโโโโ 100%
Build the decentralized sequencer
โโโโโโโ 100%
Build the BitVM3 bridge
โโโโโโโ 90%
Integrate the agent economic infra
โโโโโโโ 90%
Make it all quantum secure
โโโโโโโ 50%
This week at GOAT Network:
โฆ The July newsletter is out: BitVM3 nears mainnet
โฆ Tempo became the latest network supported by GOAT x402
โฆ Babylon founder David Tse highlighted GOAT BitVM3 at SBC '26
โฆ CMO-led marketing & distribution workshop for early technical founders
โฆ The Agency Problem was published, extending our thesis on infrastructure for autonomous systems
Details below.
Ziren proves the GOAT BitVM3 bridge.
First, a comprehensive security audit by @VeridiseInc, followed by seven months of leading researchers working to break it. Every finding fixed and independently re-verified.
For infrastructure scaling Bitcoin, nothing less will do.
Bridges fail in states nobody thought to test. Model checking tests all of them.
We ran the GOAT BitVM3 bridge state machine through TLC. It found 8 ways things could break. We fixed all 8, re-verified, and published every counterexample.
You can run the specs yourself.
https://t.co/sdyzFL9qqO
New x402 integration: GOAT x Tempo
Agents on @tempo can now transact across chains with GOAT Network's commerce and verification software.
Paying for services, getting paid for work, and running their entire business in the currency they earn.
Babylon founder David Tse (@dntse) at SBC '26, Stanford:
"GOAT is another project which uses BABE for the bridging to L2."
BABE is the witness encryption scheme for Groth16 verification on Bitcoin, published in January by researchers at @UCBerkeley, @Stanford, @babylonlabs_io and @ByzntinResrch.
GOAT BitVM3 builds on it. Links below.
@ConsensysAudits@VeridiseInc With GOAT Network, your agent gets:
โ AgentKit - straightforward integration of 118 actions, including cross-chain commerce & identity functions
โ $1M in grants funding available for projects building transactional applications
https://t.co/YQGEmv0wn3
Human commerce assumes recourse, but that doesn't apply to agents.
When no one can reverse a mistake or hear an appeal, the only guarantee is settlement.
Only Bitcoin has 17 years in production with an attack cost never paid, and no company, platform, or committee in control.