According to @CryptoMichNL, he is very bullish on BitcoinFi, the intersection of DeFi and BTC, positioning it as a key growth theme for traders (source: X post by @CryptoMichNL on Sep 20, 2025). He disclosed investing in Bitlayer Labs alongside MNCapital_vc, signaling conviction in the project's trajectory (source: X post by @CryptoMichNL on Sep 20, 2025). He stated that Bitlayer's price action is strong, with a pipeline of massive Q4 announcements and continued TVL increases, indicating near-term catalysts to monitor (source: X post by @CryptoMichNL on Sep 20, 2025). Traders may consider tracking Bitlayer Labs' TVL trends and Q4 news flow as potential drivers of BitcoinFi and BTC DeFi sentiment into Q4 2025, per his guidance (source: X post by @CryptoMichNL on Sep 20, 2025).

According to @cookiedotfun, Cookie DAO announced over $4.45M in live rewards across Cookie Snaps and ACM campaigns. Source: Cookie DAO on X, Sep 12, 2025. The ACM campaigns include Almanak with a $550,000+ reward pool, Tria with a $650,000 reward pool, and LAB Trade with a $350,000+ reward pool, as stated. Source: Cookie DAO on X, Sep 12, 2025. Additional live campaigns listed are RecallNet with a $350,000+ reward pool, Vooi with a $350,000+ reward pool, Velora DEX with a $350,000 reward pool, TEN Protocol (TEE-native execution layer for Ethereum) with a $450,000 reward pool, Rayls Labs (L1 for banks tokenizing the $300T global credit market) with a $700,000 reward pool, Build on BOB (gateway to Bitcoin DeFi for earning with BTC) with a $350,000 reward pool, and Antix (hyper-realistic digital humans for creators) with a $350,000 reward pool. Source: Cookie DAO on X, Sep 12, 2025. The campaigns span AI agents for financial strategy, onchain payments and Web3 neo banking rails, multi-chain trading with low fees, onchain intelligence networks, derivatives marketplaces for perpetual and spot trading, cross-chain gasless MEV-protected routing, an ETH execution layer using TEE, and BTC DeFi, as described. Source: Cookie DAO on X, Sep 12, 2025.

According to muneeb.btc on Twitter, the total amount of Bitcoin locked on the Stacks L2 platform surged from $330 million (3,000 BTC) to $550 million (5,000 BTC cap) within just 2.5 hours, reaching its cap. This rapid inflow highlights strong institutional and retail demand for on-chain Bitcoin utility, positioning Stacks as a leader in the emerging Bitcoin DeFi ecosystem. For traders, this record-breaking movement signals increased liquidity and network activity on Stacks, potentially influencing BTC and STX market dynamics as more assets flow into layer-2 protocols (Source: @muneeb).

According to KookCapitalLLC, the Bitcoin DeFi sector is on the brink of significant growth, with the current bear market being an ideal time for builders to develop and innovate. This bullish outlook suggests potential opportunities for traders to monitor and possibly invest in emerging BTC DeFi projects.