⚡️ 朋友们,比特币已经不再是新鲜事物,但它有个怪现象。价值很大,却大部分时间静静躺着。 2 万亿美元的资产池里,真正流动的不到 1%。想想看,这么大的财富几乎没被用起来,这不就是效率的黑洞吗。 过去,比特币最常见的玩法就是买了就放着。人们称之为数字黄金,于是黄金式的静态、低效率也理所当然地继承下来。 不到 1% 的 BTC 流入 DeFi,本质不是用户懒,而是缺少基础设施:没有借贷、没有收益率曲线、没有风险定价,更谈不上链上信用扩展。所谓 BTCFi,一直停留在愿望层。 Lombard(LBTC)做的事,简单但关键,把比特币从仓位变成资本。让它能抵押、能借、能流转、能产生收益。听上去像传统金融的老生常谈,但正是这些结构性的东西支撑了现代资本市场几十年。比特币缺的不是下一轮 narrative,而是补上这块最基础的地基。 一个能够被抵押、被计价、被周转的资产,会从沉睡状态进入经济活动;一旦形成正向循环,BTC 才真正具备资本的属性,而不只是一个投机工具。 很多人说比特币的价值在其数字稀缺性上,但如果真的存在第二层价值,那一定是让这份稀缺性可以被利用,而不是被锁死。 BTCFi 资本市场的雏形,也许就是从把比特币变成可用资本这一步开始的。LBTC 正在撬动的不是叙事,而是比特币经济的底层重构。对于一个 2T 的资产池而言,这一步迟到太久了。 #Bitcoin #LBTC #WBTC #DeFi #KaitoYap #Yap $BARD @KaitoAI @Lombard_Finance
18.5K
37
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.