Another Reason I’m Bullish on BTCfi Today, the largest DeFi ecosystems are Ethereum and Solana — with Bitcoin’s ecosystem trailing behind. To evaluate the potential for BTCfi growth, I compared the ratio of DeFi TVL to network market cap: Ethereum – 21.28% Solana – 9.98% BTC Ecosystem – 0.29% In simple terms: Roughly 1 in 5 dollars on Ethereum and 1 in 10 on Solana is used in DeFi. For Bitcoin, it’s just 1 in 300. Despite a respectable $7B TVL, BTC DeFi is still in its infancy. The gap is striking — and the reason is clear: building on Bitcoin is incredibly difficult, both technically and economically. And yet, this ecosystem only began growing in earnest about a year ago. You could argue that progress has been slow — but in reality, it’s been faster and more organic than any other major ecosystem at a similar stage. Is This the Limit? Absolutely Not. 0.29% is negligible for the strongest, most trusted asset in crypto history. This number is bound to rise. Let’s look at the upside: BTCfi adoption at just 5% of Bitcoin’s market cap (a realistic estimation) would represent a 17x increase from current levels. That would put BTC DeFi TVL at $112B, surpassing Ethereum. Some may call this unrealistic — but the reality is, TradFi will not let capital sit idle. BTCfi is the obvious bridge between passive BTC holdings and productive capital. The Two Current Leaders in BTCfi: 1. @Lombard_Finance 2. @babylonlabs_io But with Lombard’s new approach — Bitcoin Capital Markets — it becomes not only independent of Babylon, but targets a much larger market. Lombard will be the primary gateway for institutional capital entering the BTCfi space. That’s why I believe it will be the first protocol to see exponential product growth. And as it leads the charge, new protocols will inevitably follow — opening up the next frontier of the Bitcoin economy. ________________________________ This isn’t a dream — it’s a longterm strategy and vision BTCfi is just getting started ====================================== If you liked the research, plz like/retweet and follow to @Eugene_Bulltime

And follow to strong BTC eco visioners and analysts: @theadvisorbtc @0xKaveh @0xCheeezzyyyy @eli5_defi @DoggfatherCrew @dudu_bitcoin @arndxt_xo @0xAndrewMoh @JacobPPhillips @poopmandefi @DefiIgnas @JayLovesPotato @Steve_4P @TheDeFinvestor @marvellousdefi_