According to @julian2kwan, Bitcoin DeFi total value locked rose from about $300 million on Jan 1, 2024 to over $7 billion by mid-2025, a roughly 22x increase that underscores rapid adoption of on-chain BTC yield products; source: Julian Kwan on X, Sep 1, 2025. @julian2kwan adds that the surge is driven by the emergence of transparent, widely available on-chain yield generation for BTC; source: Julian Kwan on X, Sep 1, 2025.

According to @julian2kwan, BTC Asia 2025 hosted roughly 15,000 attendees, making it the second-largest global Bitcoin event, a scale traders can track for Asia-driven momentum. According to @julian2kwan, Hong Kong’s crypto regulatory stack is live and supportive, setting a compliant backdrop for market activity. According to @julian2kwan, BTCFi is booming, underscoring rising focus on Bitcoin-based DeFi opportunities. According to @julian2kwan, BTC real yield is described as regulated, transparent, and deployable in Hong Kong, highlighting a pathway for compliant BTC-linked yield strategies.

According to @ai_9684xtpa, Buidlpad is rolling out its third public sale in three months and the new listing is Lombard, a BTCFi project; source: @ai_9684xtpa. LBTC, Lombard’s Bitcoin liquid staking token, is described as the largest in its category with 13,455 BTC in reserves; source: @ai_9684xtpa. LBTC’s TVL is reported at 1.64B USD with an estimated 40% market share; source: @ai_9684xtpa. Additionally, 72.5% of LBTC supply is deployed in DeFi according to a Dune Analytics dashboard referenced by the author; source: Dune Analytics via @ai_9684xtpa.

According to @adriannewman21, he and Newman have invested in and advised web3 projects across NFTs, DeFi (including BTCfi), social, gaming, and infrastructure over the last several years. Source: X post by @adriannewman21 on Aug 15, 2025. He further claims they have invested in or advised most NFT projects and their affiliations, referencing @Igloo. Source: X post by @adriannewman21 on Aug 15, 2025. The post does not disclose specific project names, investment amounts, or timelines, limiting immediate verification and trade-focused due diligence. Source: X post by @adriannewman21 on Aug 15, 2025.

According to @cas_abbe, BTCfi total value locked has risen 20x year over year to $6.6B, with momentum still building, which he frames as a trading-relevant tailwind for Bitcoin ecosystem assets. According to @cas_abbe, XPRT is creating the infrastructure for Bitcoin interoperability within BTCfi, positioning it within this growth narrative. According to @cas_abbe, XPRT is technically testing a long-term descending trendline near $0.048 on the daily chart. According to @cas_abbe, a daily close relative to this $0.048 trendline is the key level being monitored for near-term price action.

According to @julian2kwan, Tiger Research and IxsFinance have released a comprehensive report on BTCFi, emphasizing the rapid growth of the total addressable market (TAM) and the emergence of real yield opportunities for BTC holders. The report suggests that BTCFi protocols are increasingly enabling Bitcoin to generate real yields, which is a significant shift for traders seeking passive income in the BTC ecosystem. This trend could drive increased trading volumes and liquidity into BTCFi products as investor interest in yield-bearing Bitcoin assets grows (source: @julian2kwan).

According to Michaël van de Poppe, SUI is actively developing bridges to connect Bitcoin (BTC) with other blockchains, supporting the growth of BTCFi applications. The ecosystem's rapid expansion is evident as total value locked (TVL) rises, reflecting increased user engagement and potential trading opportunities. SUI's focus on interoperability and BTCFi is likely to enhance liquidity flows and create new avenues for crypto traders seeking exposure to both BTC and emerging DeFi projects. Source: Michaël van de Poppe

According to @danheld, the Bitcoin DeFi project BOB (Build on Bitcoin) has launched its testnet, with a mainnet release scheduled for Q4 of this year. The project is a hybrid layer-2 network that utilizes the BitVM computing paradigm to combine Bitcoin's security with Ethereum's programmability, according to the source. A key feature for traders is that BOB aims to use native BTC, not a wrapped version, as the core asset for its DeFi services, a distinction co-founder Alexei Zamyatin emphasized. This approach, similar to how rollups like Arbitrum handle native ETH, could significantly increase the utility and demand for actual Bitcoin (BTC) within the DeFi ecosystem. The project's BitVM bridge, which facilitates the transfer of BTC to and from the rollup, has already garnered support from major industry players like Amber Group, P2P.org, and Solv Protocol, who are operating nodes on the testnet.

According to @danheld, the Bitcoin Layer-2 network Botanix has launched its mainnet, a significant development for the Bitcoin (BTC) ecosystem. The network is designed to be fully compatible with the Ethereum Virtual Machine (EVM), enabling developers to port Ethereum-based applications directly onto Bitcoin. This launch dramatically reduces block times from the standard 10 minutes to just five seconds, potentially increasing transaction throughput and enhancing the user experience for Bitcoin DeFi (BTCFi). The project aims to unlock the vast liquidity of BTC for decentralized finance applications. Botanix is launching with a decentralized governance structure supported by 16 node operators, including prominent firms like Galaxy Digital and Fireblocks, which adds a layer of security and trust for potential investors and users. In conjunction with the mainnet, new BTCFi products have also debuted, such as the BTC-backed stablecoin Palladium and the decentralized exchange Bitzy, creating new trading and yield opportunities within the Bitcoin ecosystem.