I see quite some people asking what my view is now on SolvBTC and $SOLV
SolvBTC:
Thesis stays intact. 1:1 BTC with on-chain proof of reserves, Chainlink rails, and composability across ETH, BNB, Arbitrum, Merlin, plus the Canton angle for privacy-savvy institutions. ~$1.435B TVL with ~$1.227B sitting native to Bitcoin, and ~$(147M) concentrated in SolvBTC.BNB on Pendle. Zeta’s $231M and Jiuzi’s $1B treasury flows signal that corporate capital is quietly choosing yield over idle storage. The xSolvBTC instant redemption fee cut to 0.05% is a real UX win
$SOLV:
PA is a grind, MC ~$31M, but utility is there: boosted APY, fee discounts, governance, and ve-style long-term incentives. Infra plays rarely moon overnight. I’m watching reserve ratios, Pendle yields vs risk, and Canton deployments. @SolvProtocol feels institutional-grade, yet execution and cross-chain security remain the core checkpoints
Wouldn’t surprise me at all if more treasuries migrate to #BTCFi in Q4. If you hold $BTC, tokenize, stake, and keep liquidity working instead of collecting dust
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