Topics:
- First up, revisit Bitcoin DeFi through the lens of this cycle’s emerging “industry cook”: digital-asset treasury companies.
- Next, Do we really need native Bitcoin primitives, or will off-chain/custodial routes—UTXO time-locks and loan products be enough to make BTC productive?
- and Finally, we pressure-test trench metas like Pokémon “phygital” and map where the music could stop.
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