淨心

淨心

专注BTCFi生态、比特币金融化趋势及区块链基础设施研究。分享行业动态、生态分析与长期价值观察。 感谢关注➕点赞支持

4Following
80followers

Feed

淨心
淨心
I am certain that BTCFi is the future, but not because it is the next hot trend. What I am truly certain of is: Bitcoin, as the world's largest digital asset, has not yet fully unleashed its financial efficiency. For the past decade or more, BTC has mostly been "held." But in the next phase, BTC may begin to be truly "used." The difference between these two is not just a little. It is an entire Bitcoin Finance.
淨心
淨心
Core is currently increasing its circulation rate by about 0.01 percentage points per day. At first glance, it seems very slow. But to put it into perspective: 0.01% × 365 ≈ 3.65 percentage points per year. So what really matters is not how much CORE is released on any given day, but rather: The growth rate of circulating supply vs. the growth rate of ecosystem demand. If in the future, the growth rate of Core’s BTCFi, BTC Staking, on-chain applications, and real economic activities can outpace the increase in circulating supply, then this incremental supply may not necessarily create pressure. Conversely, if demand growth cannot keep up with the expansion of circulating supply, it will continuously create selling pressure. Therefore, for CORE, what should really be monitored is not: "An additional 0.01% circulation every day." But rather: "Is this daily 0.01% increase being absorbed by new demand?" This is the key to observing long-term value. 🟠
淨心
淨心
The way mainstream media talks about this week's vote on the "CLARITY Act" is really a bit CRAZY: "Banks will transfer TRILLIONS to this market overnight." "Thousands of people—even maybe you—just by holding a little Crypto, could become MILLIONAIRES overnight." 😂
淨心
淨心
Now, both sides are moving towards a compromise. And there is only 1 day left until the Senate's crucial procedural vote. 🔥 If this really passes, the significance might be far more than: "Crypto has won again." It would mean: The United States is establishing a formal set of rules for the entire digital asset industry.
淨心
淨心
🚨 Breaking! 🇺🇸 The U.S. Senate Republicans have just released a new version of the CLARITY Act text. More importantly: Trump has agreed to revise the ethical restrictions in the bill. This is not a small matter.
淨心
淨心
Turning a regulatory bill into a script about "everyone getting rich overnight"... Are you serious? 😂 What’s really worth paying attention to about the CLARITY Act has never been: "Banks moving TRILLIONS overnight" "Holding a bit of Crypto and becoming a MILLIONAIRE" But rather: The U.S. is trying to establish a real regulatory framework for digital assets. Clear rules → Institutions dare to enter → Banks dare to participate → Capital dares to allocate → On-chain financial infrastructure gradually matures This is the long-term big picture. Regulatory bills are not lotteries. The real Bull Case is that capital markets start to legally, compliantly, and at scale embrace on-chain finance. As for "getting rich overnight"? That’s more like a script written by the media for clicks. What BTCfi should really look forward to might not be something happening overnight. But the financial system slowly moving onto the chain over the next few years. That’s the real show. 🟠
淨心
淨心
Which year do you think the #CORE price will reach $100?
淨心
淨心
🚨 The critical moment for the CLARITY Act has arrived. Trump is discussing ethics provisions with advisors, indicating that the real obstacle to the bill now is not just crypto regulation itself, but conflicts of interest and political maneuvering. The procedural vote on September 15th is worth close attention. If the CLARITY Act can advance smoothly, it could be an important regulatory signal for the entire US crypto industry, especially BTCFi. The true large-scale development of BTCFi may require not more narratives, but a clearer regulatory framework. Continuing to watch. 👀
淨心
淨心
Everyone is waiting for next week's clear bill... The bull market is about to start!
淨心
淨心
CORE: What does releasing 0.01% daily really mean? Many people see the circulating supply continuously increasing and their first reaction is: "CORE will keep releasing, won’t there always be selling pressure?" But let’s look at it from another angle. If we calculate using a simple math model of increasing by 0.01 percentage points daily: • Daily release ≈ 210,000 CORE • Annual release ≈ 76.65 million CORE • Maintaining this fixed rate, it would theoretically take about 27.4 years to complete the remaining release So what really matters is not "how much CORE is left unreleased." Instead, it’s: can the growth in ecosystem demand absorb the speed of new supply? If in the future BTCFi, staking, DeFi, CoreBTC, and other ecosystems continue to expand, and the actual usage demand for CORE grows faster than the new supply, then the release itself may not be the biggest bearish factor. Conversely, if supply keeps increasing but on-chain demand, TVL, users, and capital do not grow in sync, then even a daily 0.01% release will accumulate pressure over the long term. So when looking at CORE, I focus more on three indicators: ① Speed of circulating supply growth ② Speed of ecosystem demand growth ③ Market’s ability to absorb new supply The true long-term value is not about "whether there is a release." It’s about: whether the released CORE is increasingly needed in more places. The long-term logic of CORE ultimately comes down to one sentence: Supply is fixed; demand determines value