In fact, in the booming stablecoin sector, where the overall Crypto Native is facing challenges in delivery and practicality, BTC's expanding infrastructure has become a severely undervalued area. There is a prerequisite that cannot be ignored: 1. The backdrop of the ETF spot approval allows institutional-level funds to flow into the main ecosystem, and currently, the only ones meeting the criteria are BTC and ETH. 2. After institutional funds flow in, there will be a demand for some value reserve assets, but there will also be a need for yield generation and staking (pending SEC's clarification on regulations). This means that a portion of the value infrastructure on the ETH and BTC public chains will receive direct benefits. On the Ethereum side, it has already become a red ocean of competition, with Lido, Eigenlayer, various DeFi, and Restaking protocols competing fiercely, while on the BTC side, it remains a "virgin land." Although it seems that BTC layer 2 has been overhyped to the point of nearing decline, looking at the two major demands of direct custody and yield generation for BTC, the current solutions either involve centralized custody that merely glosses over the issues or technical architectures that cannot meet the security requirements of institutional-level funds. @GOATRollup is a hardcore technology project worth paying attention to in this context, as it achieves true Native cross-chain security through the BitVM2+zkVM technology stack, and implements a sustainable yield-generating economic model through a decentralized Sequencer and the $BTC, $GOAT staking model. This can be seen as a tailor-made optional "solution" for traditional finance that seeks controllable risks and transparent returns. In fact, when massive institutional funds are about to flood in through the ETF pipeline, positioning in the current chaotic phase of BTC infrastructure, which has yet to "set standards," is an opportunity. Because once the regulatory path is clear and funds are in place, the explosion of this scarce value infrastructure is almost inevitable.