BTCFi has huge growth potential. Currently, the TVL of the Bitcoin network only accounts for 0.14% of the total market value of Bitcoin. Compared with other mainstream public chains, BTCFi has 65 times of growth space. Even if calculated at a ratio of 1%, it has ten times of growth potential.

PayFi connects the real world, and AI Agent enhances the on-chain world.

My only worry is whether ETH is content with the status quo, and is willing to let innovation and value capture happen on L2, while L1 itself can focus on DA and settlement (while facing competition from projects such as Celestia), and the price of the currency remains calm.