I feel like one interesting angle for the rest of crypto is figuring out how it actually can have a positive relationship with Bitcoin.


Bitcoin has clearly won in terms of legitimacy. It’s becoming increasingly accepted in tradfi, while the rest of crypto still has pretty rough sentiment. Instead of competing with that, we need to build around it.
When I talked with the @Starknet team, one theme that came up was the overlap between Bitcoin and ZK infrastructure, especially around privacy. The recent strkBTC launch sits right in the middle of that.
A few directions that seem worth paying attention to:
• Private $BTC: Most BTC activity becomes fully transparent once it moves into DeFi environments. BTC holders have always wanted private BTC.
• ZK rollups as compute layers: Rather than trying to force complex activity directly onto Bitcoin, heavy computation can happen inside ZK rollups
Which starts to form a rough architecture:
• Bitcoin - capital
• ZK rollups - computation
• Ethereum - settlement
Still early, but there's a ripe opportunity here
BTC3,68%
ETH3,04%
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