SATYAM

speculation is a spiritual practice

[SATYAM @SatyamWorks]

BTCfi went from roughly $300M in Jan 2024 to a $9.1B peak in Oct 2025. ~22x in 21 months.

The 5-year arc:

– 2021: "BTCfi" meant WBTC on Ethereum and a sleepy Lightning Network
– 2022: bridge hacks (Ronin, Wormhole, Nomad) gutted wrapped-BTC trust
– 2023: Taproot's deferred payoff lands — Ordinals in January, BRC-20 in March drag Bitcoin block usage into fee-paying territory
– 2024: Babylon mainnet (Aug), sBTC (Dec), spot BTC ETFs (Jan), three independent unlocks in one year
– 2025–26: Babylon at $4.1–5.64B, Lombard's LBTC the fastest yield token to $1B in crypto history, Citrea ships the first ZK rollup on Bitcoin

Where it actually sits today:

– 0.46% of all BTC is in DeFi. Ethereum: ~30%
– BTCfi pulled $175M VC across 32 rounds in H1 2025 alone
– Bitcoin L2 TVL collapsed 74% in 2025 while overall BTCfi only dropped 10% — capital rotated out of EVM copycats into native staking and yield primitives

Hougan's $200B addressable number isn't the bull case. It's the floor, that's just 12.5% of BTC's market cap doing what 30% of ETH already does.

The interesting question isn't whether BTCfi grows. It's which architecture wins the trust assumption: federations, BitVM bridges, or covenant-enabled vaults once CTV activates.

[SATYAM @SatyamWorks]

@shivst3r .

[SATYAM @SatyamWorks]

@shivst3r @phantom Argentina 🇦🇷

[SATYAM @SatyamWorks]

@shivst3r @phantom Argentina 🇦🇷

[SATYAM @SatyamWorks]

@hmalviya9 @nikitabier @elonmusk ++

[SATYAM @SatyamWorks]

@TanmayJain5114 Tf lol

[SATYAM @SatyamWorks]

@badrionchain 😂😂

[SATYAM @SatyamWorks]

@loshmi Yes baldy

[SATYAM @SatyamWorks]

@vanshuETH @FoxyhitsW @TheMaran @Babavoss2050 @badrionchain @duh_its_aniket @Sairekty @0xAsta Hi aunty what's going on

[SATYAM @SatyamWorks]

@0xMoei No worries bro
Happens

[SATYAM @SatyamWorks]

@jasneet2003 Alr broski

[SATYAM @SatyamWorks]

@Ahmedraza1100l @yososocial What you trade most of the time

[SATYAM @SatyamWorks]

@Fin_CryptoAce @NeelKukreti Soul mates

[SATYAM @SatyamWorks]

@loshmi Recreate the pfp

[SATYAM @SatyamWorks]

@hrithikk @0xTJustin He doesn't want noise...
Cuz he itself a noise 😭🤣

[SATYAM @SatyamWorks]

@Rachityadav0x @yososocial Good boii
Can we trade MMA matches in yoso?

[SATYAM @SatyamWorks]

@farokh Congratulations farokh

[SATYAM @SatyamWorks]

@world_xyz Immature intern

[SATYAM @SatyamWorks]

@SujalJethwani Happy Birthday bro

[SATYAM @SatyamWorks]

@SharavArora Good luck bro

[SATYAM @SatyamWorks]

@DeepStarts Brave king

[SATYAM @SatyamWorks]

@Dexerto "YouTuber" 😭 lol