ViaBTC Capital

The investment arm of @ViaBTC
Focus on #BTCEcosystem #DeFi #AI #Fintech

[BOB @build_on_bob]

$BTC ↔ $RLUSD swaps on Ethereum are now live on BOB Gateway.

RLUSD is @Ripple's NYDFS-licensed stablecoin, for those who want a regulated dollar on the other side of their BTC swap.

https://t.co/p0uc7Flmcf

[ViaBTC Capital @ViabtcCapital]

From proving demand to institutional scale.

Thrilled to see LBTC pair Bitwise’s proven covered-call strategy with full DeFi utility.

Target 2.5% net APY in Bitcoin, real income, robust custody. The second chapter of yield-bearing Bitcoin is built for durability.

[Lombard @Lombard_Finance]

LBTC proved demand for yield-bearing Bitcoin. Today, we double down on that thesis.

LBTC is moving to institutional yield. @Bitwise will manage a covered-call options strategy with a 4.5-year legacy track record, to generate LBTC's yield, targeting 2.5% net APY paid in Bitcoin.

[ViaBTC Capital @ViabtcCapital]

AI companions are quickly becoming a top Web3 consumer category.

We’re backing @MYAIPETS as they build memory-backed, interactive AI pets that carry identity across platforms for the next wave of users.

Explore: https://t.co/Q1yDpJuBsQ

[My AI PET @MYAIPETS]

Long before the door opens, it already knows it’s you.

💰MY AI PET has raised $2.6M in Seed funding, backed by @ambergroup_io, @ViaBTCCapital, @tbvxyz, @BASICSCapital, and @ICC_Venture

🚀Agents are stateless. We are building the state layer.
Most AI agents today work the exact same way with the same lifecycle. They open a temporary chat window, execute a task, and disappear when it closes. Their memory is just a quick search to a system that just belongs to the server for awhile.
Models will be changed, and apps will be disappeared. The time you spend with your companion should not just be a row in someone else's database.

❤️The Only AI Companion with a Portable, Verifiable Soul
MY AI PET is the only AI companion whose soul is a fully portable and verifiable object that belongs entirely to you.

• Complete Memory Graph: You can export your companion's memory graph, learned skills, and history whenever you want in a clear format.
• Verifiable History: We create a unique digital fingerprint of your companion's memory and record it on chain. What your companion learned and remembered can be proven with code, not just trust.
• Real Record of Time: The history is an unchangeable record of the actual days you spent together, the conversations that mattered, and real moments that shaped your relationship.

⬆️What We Are Building Next
• On chain anchoring for verifiable companion history.
• Persistent identity across every AI environment.
• An open protocol and SDK so companions can live beyond our app.
• Richer social, creative community and interactive experiences.

Thanks to our investors, partners, and community for helping us.
With the support of our investors and partners, we are accelerating our technology and ecosystem.
#MYAIPET #AICompanion

[Babylon @babylonlabs_io]

$BABY trading campaign is live on @binance Spot.

🗓️ Campaign period: August 5, 18:00 to August 12, 18:00 (UTC+8)

Details, eligibility, and terms in the link below 👇

[Babylon @babylonlabs_io]

Native Bitcoin-backed borrowing is live on Public Testnet with @aave v4.

Powered by Babylon Trustless Bitcoin Vaults, users can post Bitcoin as collateral and borrow without giving up custody, wrapping, or bridging.

This is the latest step in building native Bitcoin-backed credit markets.

[Mind Network @mindnetwork_xyz]

Quantum-resistant Fully Homomorphic Encryption (FHE) establishes a secure environment where AI agents operate with absolute privacy and verifiable security, ensuring their strategic intent remains confidential.

[Orderly @OrderlyNetwork]

Introducing Orderly I 💜 Perps, a trading competition built for skill

📅 Live NOW → April 21st
💰 $35,000+ prize pool (scales with volume)
📊 Daily scoring

Register here: https://t.co/1LuczdSpye

Learn more in the thread below

Sponsors for this competition include @KodiakFi, @Raydium, @_WOOFi, @foxifytrade, @DexlessEx, @perptools, and ArthurDEX by @ranyi1115

[ViaBTC Capital @ViabtcCapital]

Proud to back @TakeAPeakAI in their $2M Seed round. 🤝 Excited to see the team keep shipping. 🚀

[PeakAI @TakeAPeakAI]

Excited to share we’ve raised ~$2M in our Seed round. Since launch, 100K+ creators have joined us, generating 200M+ TikTok and X views and powering real growth for partner projects.

We believe AI will reshape how content and brands reach the world—and we’re building that future, together.

Thank you to everyone who believes.
@CogitentV @CoveyNetwork @CatcherVC @10kventure @MARBLEXofficial @pakafund @ViabtcCapital

[ViaBTC Capital @ViabtcCapital]

Gold captured the first wave of the "debasement trade." As institutional flows shift from experimental to systemic, 2026 is Bitcoin's turn to play catch-up. Cash is the real trap. 📉🥇

[CoinEx Research @CoinExResearch]

🌔 CoinEx 2025 TradFi Market Review: The Debasement Trade

At a high level, while the prevailing retail narrative suggests that 2025 was defined by U.S. equities and AI dominance, a granular look at the data reveals a different reality. The true story of 2025 was the debasement trade, a shift away from U.S. assets and fiat currency, as well as global capital reallocation. In our view, four major stories better summarize global market performance in 2025.

Read the full report here: https://t.co/o4JTFg9wmc

[ViaBTC Capital @ViabtcCapital]

2025 was a "hidden bear" for alts (-60%) masked by BTC strength. 📉

Our Take: The era of easy beta is dead. 2026 won't be about PvP rotation, but "Adult" infrastructure: IPOs, Bank Stablecoins & AI Security. Quality > Narrative. The market is maturing; your portfolio should too.

[Pantera Capital @PanteraCapital]

https://t.co/auF9ctHG0d

[ViaBTC Capital @ViabtcCapital]

Ledger secures ~22% of the global BTC supply. By integrating LBTC, Lombard just built the rail for that massive capital base to access yield directly from self-custody. This is the single largest distribution unlock for BTCfi to date. Institutional grade shipping. 🏗️

[Lombard @Lombard_Finance]

Welcome to BTC Yield, Ledger users.

@Ledger, the company securing ~22% of the world's Bitcoin, has partnered with Lombard and @Figment_io to introduce ‘BTC Yield’ to its 8M+ Ledger Wallet™ users while staying fully in control of their assets.

[ViaBTC Capital @ViabtcCapital]

The "Store of Value" thesis was just the warm-up. We're betting on the "Productive Asset" era. 🟧

[Babylon @babylonlabs_io]

"A productive Bitcoin is not one that trades more. It’s one that anchors more value."

Bitcoin is moving from a passive store of value to a foundational financial asset.

A closer look at Bitcoin as financial infrastructure, by @Borissimo 👇
https://t.co/YJoU5FvcRi

[ViaBTC Capital @ViabtcCapital]

The "Transparency Paradox" is the biggest blocker for on-chain AI.

@mindnetwork_xyz is solving this with x402z. Powered by @zama + ERC-7984, this is a new primitive for value transfer.

From "Don't be evil" to "Can't be evil." Infrastructure is maturing. 🔒🧠

[Mind Network @mindnetwork_xyz]

https://t.co/jKf2zWly6P

[ViaBTC Capital @ViabtcCapital]

Huge milestone for our portfolio @babylonlabs_io. 🟧🔥

Turning idle BTC into productive collateral while aligning real usage with $BABY is exactly the direction this space needs.

[Babylon @babylonlabs_io]

Today we’re sharing a major milestone for Babylon.

@a16zcrypto is backing the Babylon Project with $15M to support the development and scaling of Babylon's new protocol Trustless Bitcoin Vaults.

The BTCVaults are designed to provide new, functional utility for the BABY token through the token’s intended role in the usage and operation of the BTCVaults.

Read more in @dntse’s blog:
https://t.co/hmg4lRHlqp

[ViaBTC Capital @ViabtcCapital]

2026 thesis is clear: volatility stays, easy alpha leaves.
$BTC to $180k is the base case, but no broad altseason—liquidity gets sharp, selective, and unforgiving.

Agree with this framework—build, allocate, and trade accordingly. 🧠📈

Full read 👇
https://t.co/CVVIQFhi67

[CoinEx Research @CoinExResearch]

🌔 CoinEx Crypto Market Outlook 2026: Unlock Certainty in Volatility

Our base case sees $BTC targeting $180,000 by 2026. However, the era of effortless alpha harvested through viral narratives is waning. Retail investors expecting a rising tide to lift all boats will be disappointed. We predict no traditional altseason; instead, liquidity will be ruthlessly selective, flowing only to blue-chip survivors with real adoption.

Read the full report here: https://t.co/Mu8OajvKFi

[ViaBTC Capital @ViabtcCapital]

KelpDAO cooking nonstop. 🌱⚡️

gETH still the performance king, agETH + sbUSD printing through volatility, and rsETH expanding across Aave, Arbitrum, Avalanche, and Inco like it’s speedrunning LRT meta.

Proud to back builders who ship. Onward. 🚀

[Kelp @KelpDAO]

Kelp November 2025 recap 🌱

✧ Major launches & product updates

⍛ High Gain (hgETH) held its position as the #1 ETH vault by 90-day performance rate among vaults >$10M TVL outperforming the next best vault by 50%, while delivering 13%+ rewards through market volatility.

⍛ Airdrop Gain (agETH) delivered ~12% weekly rewards with $45M+ TVL via institutional strategies from @k3_capital and @august_digital.

⍛ Stable Gain (sbUSD) maintained ~11% rewards with $8M+ TVL, resilient through depegs and liquidations via @ultrayieldapp’s risk-adjusted reward strategies.

✧ rsETH integrations & milestones

⍛ wrsETH went live on @aave v3 @avax market with a 5k supply cap, filling rapidly post-launch.

⍛ Native rsETH minting/bridging launched on @inkonchain, with integrations on @tydrohq and @VelodromeFi.

⍛ On the Aave v3 @arbitrum market, rsETH hit $183.9M TVL, maxing the 60k ETH supply cap.

⍛ DRIP Epoch 7 deployed with ~2M ARB incentives for ETH strategies.

⍛ rsETH's market cap on Arbitrum reached ~$175M (+450% since the start of DRIP).

✧ Community & events

⍛ @GAmitej joined @croll83 (co-founder, @TacBuild) on a DeFi-ning episode discussing TON, liquidity layers, and LRT evolution.

✧ @kernel_dao ecosystem news

⍛ Co-founder @GAmitej spoke at NextFin NYBW, presenting how Kred is building the Internet of Credit - connecting stablecoin liquidity with real-world short-term credit and bridging DeFi with traditional finance.

November was a month of solid execution and steady growth across Kelp & Gain.

Stay tuned for what's next!

[ViaBTC Capital @ViabtcCapital]

@avalonfinance_ is bringing real BTC-native capital markets flow into Aster. ⚡️

It keeps proving why Bitcoin-backed infra isn’t just narrative—it’s revenue, volume, and users. 🟧

Let’s cook. 🔥 #AVL #AsterDEX

[Aster 🥷 @Aster_DEX]

$AVL ( @avalonfinance_ ) is coming to Aster. 🟧
Already holding 444 $ASTER ? Same stack qualifies here. No double parking.

We’re running another trading-fee based, Spot-only campaign on Aster,
where partners like Avalon Labs get real spot flow and traders recycle the same 444 $ASTER stack for more upside.

🕒 Dec 1, 14:00 UTC – Dec 11, 23:59 UTC
🎁 $50,000 in $ASTER + extra $AVL for AVL/USDT Spot (1.2× symbol boost during the campaign period)

To qualify:
🔸 444 $ASTER held on Aster across Spot + Perp for the entire campaign window ( Dec 1, 14:00 UTC – Dec 11, 23:59 UTC)—and if you’re already holding 444 $ASTER for overlapping Aster campaigns, that same stack counts here too.
🔸 ≥$4,000 AVL/USDT Spot volume on Aster. Perpetual volume is not counted for this campaign
🔸 Rewards split by your share of AVL/USDT Spot trading fees, capped at 3% per user, MMs excluded

Avalon Labs ( @avalonfinance_ ) is a leading Bitcoin-focused on-chain capital markets platform and the issuer of USDa, the Bitcoin-collateralized stablecoin. To date, Avalon has facilitated over $3.1B in loan volume and serviced 20,000+ BTC for institutions and individual users. By bridging traditional finance with decentralized infrastructure, Avalon Labs is building the financial center for Bitcoin—offering secure, scalable, and transparent solutions for the digital asset economy.

Details 👉 https://t.co/7ql1C3vfwY

[ViaBTC Capital @ViabtcCapital]

Believing in the Bitcoin ecosystem means building on it. 🏗️
We are proud to support Bitcoin innovation. Happy to launch as a Hybrid Node on @build_on_bob.

[BOB @build_on_bob]

https://t.co/egRBVVuXRw

[ViaBTC Capital @ViabtcCapital]

Things go wrong — what reveals a great team is how they respond.

@Port3Network moved fast, stayed transparent, protected users 1:1, and burned team tokens to fill the gap.

This is the founder quality ViaBTC Capital values most — pressure reveals who you can trust.

[Port3 Network @Port3Network]

CoinEx @coinexcom has supported the $PORT3 Contract Swap.

Huge thanks for the swift action and continuous support to our community! 🙌

$PORT3 deposit & withdrawal services will be reopened after the smart contract swap is completed.

$PORT3: BSC | 0xf6402bec11bd945bbd46be77e1fa5d477883f6c2

https://t.co/Y9jsIwJyKa

#PORT3 #CoinEx

[ViaBTC Capital @ViabtcCapital]

🧡🧡🧡

[BOBchinese @Build_on_bob_CH]

【官方通告】BOB 代币经济模型完整版现已发布！

📊 深度解析代币分配机制、释放周期与生态治理
🔗 即刻点击下便連結了解完整模型

为方便中文社区深入研读
我们将于明日发布官方中文版详解
敬请期待！