State of Bitcoin Staking

Bitcoin: The Largest Cryptocurrency

Bitcoin represents over 50% of the total cryptocurrency market, valued at over $1.3 trillion. Despite its dominance, over $1 trillion worth of BTC remains idle, offering no native yield opportunities.

Challenges in Bitcoin Staking

  1. No Native Yield: Unlike ETH, which has a robust staking ecosystem, Bitcoin lacks high-quality yield solutions. For example:

    • ~28% of ETH’s total supply is staked (~34M/120M).

    • ~29% of ETH staking is managed through Lido (~10M/34M).

    • Solv would only need 2.5% of BTC to achieve a similar TVL as Lido.

  2. Fragmented BTC Liquidity in DeFi:

    • Bitcoin liquidity is spread thin across L1s, ETH L2s, and BTC L2s.

    • Over 80+ projects are scaling Bitcoin, competing for liquidity.

    • Solv has staked over 19,000 BTC, surpassing BTC holdings on multiple chains and Bitcoin ETFs.

  3. Limited DeFi Integrations:

    • ETH, ETH derivatives, and stablecoins dominate DeFi collateral use.

    • Solv is actively integrating its liquid BTC yield tokens with multiple chains and protocols to build a thriving BTCFi ecosystem.

Market Trends: Bitcoin Season

  • Over $100 million was raised by Bitcoin-related projects in H1 2024, signaling growing interest in Bitcoin-native DeFi.

  • Innovations like BRC-20s, Ordinals, and Runes have speculative demand, while OP_CAT adds more functionality to Bitcoin.

Proven Demand

  • In under four months, Solv staked over 19,000 BTC, surpassing BTC holdings on some chains and ETFs.

  • Solv Bitcoin holdings rank:

    • 5th among chains.

    • 7th among Bitcoin ETFs and Ethereum staking solutions.

Last updated