Episode Details
| Title | Luke Xie (SatLayer) on The Next Generation of Bitcoin Yield (EP.657) |
|---|---|
| Date | 8/18/2025 |
| Podcast | On The Brink with Castle Island ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is seen as a unique and valuable asset with fixed supply, global recognition, and growing adoption in DeFi. Its potential is bolstered by macroeconomic factors like dollar inflation and changing attitudes towards US debt, as well as institutional interest, particularly in Bitcoin DeFi.
- “Bitcoin is just such a unique asset where it's fixed supply, countries can't print it at will, and I think it's become globally recognized.” - Luke (20:24)
- “We are seeing continued inflation of the dollar and this continued kicking down the road of The US debt issue, which has, I think, also made a lot of other central banks around the world and other countries start rethinking how much US debt they hold and their alignment and reliance on the dollar.” - Luke (8:35)
- “ETH DeFi was really test net for Bitcoin DeFi. And I just see a future where Bitcoin becomes the biggest asset in EVM DeFi in Alt Layer one.” - Luke (5:56)
- “I think in many ways, for Bitcoin DeFi, a lot of the teams came from the EVM and Alt Layer one side of the ecosystem and took a lot of the learnings plus, I think, just the latest and greatest in terms of innovation and to build that in various ways on and around Bitcoin.” - Luke (2:04)
- 🟢 $DEFI - 🔒
- 🟢 $CRYPTO - 🔒
- 🟢 $STABLES - 🔒