Episode Details
| Title | Alexei Zamyatin (Build on Bitcoin) on True Rollups on Bitcoin (EP.608) |
|---|---|
| Date | 4/2/2025 |
| Podcast | On The Brink with Castle Island ↗ |
Key Insights
Bullish:
- 🟢 $BITCOINDEFI - Bitcoin DeFi is in its early stages but already shows significant potential, with billions of dollars bridged to Bitcoin L2s and other L1s. There's substantial room for growth in this sector.
- “Bitcoin DeFi is still in its infancy and, you know, and still it is huge. Right? I mean, it's billions of dollars already that have been bridged over to Bitcoin l twos and ETH and others, l ones, using still, yes, centralized and custodial bridges, but it's still only a fraction of what we could access.” - Alexei (33:59)
- 🟢 $LAYERTWO - 🔒
- 🟢 $BOB - 🔒
- 🟢 $STAKING - 🔒
Bearish:
- 🔻 $LIGHTNING - 🔒