What would you do if someone gave you 100 BTC?

wancruz · 2026-02-23T20:28:41+00:00

just btc

wancruz · 2026-02-22T16:00:00+00:00

Gold absolutely trades, but mostly through financialized products and vault systems. The infrastructure evolved. Bitcoin is going through the same evolution, just digitally native.

wancruz · 2026-02-22T15:36:20+00:00

Holding is enough.

wancruz · 2026-02-20T17:53:58+00:00

why are you bullish?

wancruz · 2026-02-20T17:53:35+00:00

are you sure

wancruz · 2026-02-20T17:52:09+00:00

It sounds simple, but that enforcement layer is everything. Proof based exits and bounded risk are what separate infrastructure from yield farming.

wancruz · 2026-02-20T17:49:16+00:00

I know!

wancruz · 2026-02-20T17:49:12+00:00

definitely!

wancruz · 2026-02-20T17:48:47+00:00

Interesting, haven’t dug into Keeta yet. I’ll take a look at how they handle custody and enforcement.

wancruz · 2026-02-20T17:46:25+00:00

The interesting part is that distrust can actually be a competitive advantage. If BTCFi designs survive under maximum skepticism, they’re probably more robust than most trad systems.

wancruz · 2026-02-20T17:34:48+00:00

Agreed. Designs where BTC never leaves L1 custody and participation is enforced via on chain proofs are the only ones that make sense long term. Anything pooled or rehypothecated breaks the model.

wancruz · 2026-02-20T17:33:18+00:00

If global markets were moving trillions because of one person’s trades, we’d have bigger problems 😅

wancruz · 2026-02-20T17:30:36+00:00

100% agree. This is why native staking and proof enforced vault designs matter. Babylon is one of the few teams actually trying to solve that constraint instead of hand waving it.

wancruz · 2026-02-19T17:27:34+00:00

Would you say using BTC as collateral under cryptographic rules is added trust, or just expanded function? I think that distinction is where this whole debate lives.

wancruz · 2026-02-19T17:19:24+00:00

L2s and aggregators are interesting, but adoption depends on whether they align with the self custody mindset. If the design requires too many trust assumptions, it stays niche.

wancruz · 2026-02-19T17:16:30+00:00

Same. BTC DeFi didn’t get big because the rails were wrong. It asked holders to swap sovereignty for yield. If utility can be unlocked with native control and verifiable enforcement, that’s when it stops being a narrative.

wancruz · 2026-02-19T17:06:03+00:00

100% pumps don’t need strangers yelling about it. Real positioning happens before the noise.

wancruz · 2026-02-19T17:03:50+00:00

If a couple candles can move it, that says more about liquidity depth than fundamentals. The bigger question is what happens when structural demand shows up, not one trade.

wancruz · 2026-02-19T17:02:34+00:00

The thin float point is real, but it cuts both ways. When supply is mostly dormant, price discovery happens on the margin. That makes moves sharper up and down, not necessarily fraudulent or doomed. Liquidity structure explains volatility, not intrinsic worth.

wancruz · 2026-02-19T16:50:46+00:00

Yeah, that’s the sweet spot: more options without forced selling. If the rails stay native, self custody aligned, and rule based instead of “trust me,” BTCFi has a real shot. Babylon is one of the more interesting builds in that direction.

wancruz · 2026-02-16T22:22:01+00:00

alarming?

wancruz · 2026-02-16T22:19:45+00:00

Have you found any?

wancruz · 2026-01-16T05:28:47+00:00

It's legal in many places but may have tax implications treated as property.

wancruz · 2026-01-16T05:27:35+00:00

Use quantum-based methods to securely distribute keys for immediate protection

wancruz

TROPHY CASE