#Bitcoin is evolving from digital gold to the foundation of a decentralized financial system.
Builders are racing to unlock new use cases without changing Bitcoin itself.
🧵Highlights from our latest episode live from @Permissionless
@jgarzik @muneeb @EliBenSasson
@hongkim__ @pete_rizzo_
Bitcoin is no longer just for hodling.
➤ Developers are pushing DeFi, lending, and staking via Bitcoin Layer 2s
➤ Yield-bearing BTC is a key goal—without compromising self-custody
➤ Capital efficiency is becoming a dominant narrative
The financialization of Bitcoin has begun.
Builders are betting on ossification.
➤ No one’s waiting on core devs—L2s assume Bitcoin won't change
➤ From Stacks to StarkNet, everything is built around the L1’s limits
➤ OP_CAT and BitVM are nice-to-haves—not dependencies
If Bitcoin doesn’t upgrade, builders will still ship.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Bridging is the biggest bottleneck.
➤ Secure, self-custodial bridging is still early
➤ Centralized bridges are risky—users want better trust models
➤ BitVM and OP_CAT are in the lab, but not ready
No killer apps without a killer bridge.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Bitcoin DeFi is copying Ethereum—on purpose.
➤ Stablecoins, lending markets, and DEXs are coming to BTC
➤ ETH and Solana pioneered the primitives—BTC is catching up
➤ Stacks, Core, and Hemi are leading the charge
The future of DeFi may still be Bitcoin-backed.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ The breakout app hasn’t launched yet.
➤ Ethereum has PolyMarket, DYDX—Bitcoin doesn’t
➤ Dev tooling and UX still lag behind
➤ But demand is brewing: ordinals, BRC-20s, runes
Bitcoin needs its consumer moment.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Yield is the next ETF narrative.
➤ Bitcoin ETFs were just step one
➤ Yield-bearing Bitcoin products will redefine fixed income
➤ Core is tokenizing BTC staking; others will follow
Bitcoin is coming for bonds.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Corporate yield ≠ protocol yield.
➤ Saylor’s yield is just financial engineering
➤ Most corp treasuries still aren’t earning real BTC yield
➤ Stacks and Core offer decentralized yield, denominated in Bitcoin
The next wave is bottom-up, not top-down.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Bitcoin is now a platform, not just a protocol.
➤ L2s are where the experimentation lives
➤ Security comes from time locks, validator incentives, and BTC collateral
➤ Bitcoin can secure other chains—without changing itself
Digital gold is becoming programmable collateral.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Success = mainstream users, not dev applause.
➤ Real adoption will come when Bitcoin apps feel like Web2
➤ StarkNet is targeting consumer UX: social, gaming, payments
➤ Users shouldn’t need to know they’re using crypto
Build for your mom, not your multisig.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Bitcoin’s economic gravity is still unmatched.
➤ $1T+ in BTC sits mostly idle
➤ That capital is the ultimate prize for builders
➤ L2s that unlock it—securely and simply—will win
The fight for Bitcoin yield has only just begun.
@Permissionless @jgarzik @muneeb @EliBenSasson @hongkim__ Check out the full episode & more below! ↓
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