You forgot @fiamma_labs @build_on_bob and @GOATRollup Moreover, almost all L2 in BTC will be powered by BitVM

Although you might think TVL on BOB is flat, its largest DeFi protocols show rising trends. TVL is growing at Uniswap, Pell, and Satlayer, collectively holding $173M. BOB is a hub for DeFi , and with Aave's arrival, it may see a significant boost soon. BTC L2 is a future

I've been following @ethos_network for half a year I've been surprised by their results for half a year I've been thinking about why no one has created this before for half a year Good products promote themselves Congratulations again @serpinxbt

All bullish on eco of: - Solana with $9,5B TVL - Base with $4,2B TVL - Hyperliquid+L1 with $2,6B TVL In fact, these are already stable Ecos that have captured most of potential but almost no one is bullish on - BTC eco with $6,7B TVL which still early and will attract TradFi

LBTC is the top-growing BTCfi and 2nd-best among centralized wrappers since 2025. BTCfi saw its 1st growth wave in 2025, likely a preparation phase. It's already clear to me that big money is highly interested in BTCfi due to its BTC yield. Believe in something - Believe in BTCfi

BOB has some crazy amount of tech solutions in different areas It's not just L2, but true modularity that everyone keeps talking about. I think BOB is one of the best modular solutions on the space, especially when they will deploy all their ideas in the next 6-12 months gbob

Have you read the Botanix whitepaper? If not, I highly recommend it Spiderchain tech is really cool. I'm amazed at how @WillemSchroe came up with it I especially like about it is the math & economical provability of security based on the architecture of protocol Brilliant!

The White House is aware of BTC L2. 3 BTC L2 projects were highlighted: @BotanixLabs @citrea_xyz @AlpenLabs You can dismiss claims that the BTC ecosystem has no future—we will see more growth. We are still early, and the US government supports us.

Lombard Reaches the Level of Babylon Not long ago, Lombard was just one of many LST protocols, contributing only a small piece to Babylon’s broader ecosystem. This dependence limited its growth — as reflected in TVL numbers, which have remained relatively flat in recent months. But to build a truly large and influential company, you can’t rely solely on one project. You need to capture the scale of the entire market. Enter Bitcoin Capital Markets Recognizing this, the @Lombard_Finance team began its transformation into Bitcoin Capital Markets. In simple terms, this means Lombard will no longer be confined to one use case. Instead, it will provide products and infrastructure for: - DeFi strategists - dApps - TradFi institutions - other Web3 & Web2 projects This mirrors Babylon’s own structure, where it delivers shared security as a SaaS solution for teams building decentralized networks. Just as @babylonlabs_io is now recognized as a core infrastructure layer of the BTC ecosystem, Lombard is positioning itself in the same way. Infrastructure, Not Just an LST So, can Lombard now be considered an infrastructure player? Definitely yes. Lombard has moved beyond the LST level into a full-scale infrastructure solution — covering more use cases, serving more projects, and meeting a broader demand than Babylon. Importantly, this doesn’t make them competitors. On the contrary: - Their growth is mutually reinforcing. - The success of one accelerates the success of the other. For us, Lombard is a powerful case study in how a successful dApp can break past its initial scope and evolve into infrastructure. It’s a textbook example of the Fat App Thesis in action: starting as a focused product, then expanding into a more complex — and ultimately more promising — role in the ecosystem.

I expect Lighter's TVL to explode when they exit invite mode. Why? Their ratio of trade volume to TVL is 11 For comparison: Hyperliquid - 1.8 Jupiter - 0.25 Drift - 0.4 dYdX - 0.8 GMX - 0.16 Paradex - 2.5 Also, this means that Lighter has the best yield right now. Once the exchange becomes accessible to everyone - TVL will grow to $1 billion at least