Bitcoin

Interesting stuff coming out of the Satoshi Round Table in Dubai:

BTC L2s becoming very hot category. Stacks leads the market but lots of competition incoming

BitVM effectively allows trustless BTC movement to L2s 

Founders of BTC apps couldn't raise last year are now oversubscribed. VCs chasing deals on BTC tech

Stay Curious // iixii // Lazer Technologies // Prev: CoinDesk, Roc Nation // based

Curious to know your opinion on what’s different this time, since this swell sorta happened before

Working on a trillion dollar question with thesis.co -> Mezo, Acre, tBTC

It feels a lot more robust and expansive this time. Ordinals really opened up the design space for bitcoin and gave the btc ecosystem a jolt of innovation 

Plus more money interested in btc with the etf approval

Interesting. Also curious to hear thoughts on etf money’s impact on Bitcoin utility - elevating or marginalizing?

What’s interesting to me is that the Inflow for both ordinals and etf is primarily from other ecosystems (eth and $). The key q then: what’ll be the big unlock for existing holders?

short term: marginalizing
long term: elevating