Axel Bitblaze đŸȘ“
Axel Bitblaze đŸȘ“
BTC-1.53%
CORE-0.41%
Okay so this had me look into the numbers ngl $BTC distribution since late 2022: ▾ Private Cos: 258k → 292k (+13%) ▾ Governments: 143k → 526k (+267%) ▾ Public Cos: 288k → 1.04m (+261%) ▾ ETFs / Funds: 767k → 1.47m (+92%) ▾ DeFi: 245k → 242k (−1%) DeFi basically flatlined while every other bucket stacked heavy. While most of the BTC in ETFs and treasuries is inert, just sitting for exposure with zero yield. As treasury competition heats up, some of that flow will inevitably look at DeFi for yield. Take $CORE for example, their dual-staking sits at ~5.5% APY. If just 2% of private company holdings (~5.8k BTC) rotated in, that’s ~$35M yearly yield unlocked. There’s already 5K+ BTC staked at @Coredao_Org btw And this is only private cos, who are more flexible with allocation. Imagine when public cos or funds get regulatory clarity to chase yield. That not only puts idle BTC to work, it also sparks a structural supply crunch flywheel for $CORE So yeah BTC DeFi infra like Core feels like an asymmetric bet if treasuries start chasing yield
Gallery 1
Core CommunityđŸ”¶
Core CommunityđŸ”¶
A company holding 10,000 BTC at 0% yield earns $0 a year. At 5% BTC yield, that’s $57.5M annually. Core is the only way to get there without leaving custody. Remember this tweet. 👀
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