Casuwu retweeted
Take @subfrostp2p back to @Bitcoinconfasia right now
Casuwu retweeted
The Permafrost preseason is LIVE!
There is no pair in the market more important than BTC/USD, so we are rewarding our earliest supporters of this pool.
Tip: minting frUSD first with USDT or USDC and then depositing frUSD + frBTC will give the best LP rate.
Casuwu retweeted
🏠 Subfrost 接下来,哪些突破值得期待?
在比特币生态不断发展的今天,Subfrost 值得关注的,不只是某个代币的价格,而是它能否逐步构建完整的 Bitcoin 原生金融基础设施。
未来 3~6 个月,我认为有 7 个重要方向值得持续关注 🧵👇
1️⃣ 安全审计与协议升级
Halborn 安全审计完成,是 Subfrost 建立市场信任的重要一步。
接下来,更重要的是修复后的系统能否稳定运行,以及安全性是否经得起时间和真实资金的考验。
2️⃣ 开放式签名网络
从现有的多方签名机制,走向更多参与者共同维护网络,是 Subfrost 长期去中心化的重要方向。
如果未来逐步实现更开放的参与机制,将有助于提升透明度与抗单点故障能力。
3️⃣ dxBTC 正式落地
让 BTC 不仅能够被使用,还能通过透明、可验证的策略产生收益,是比特币原生 DeFi 值得探索的方向。
如果 dxBTC 正式上线,并建立可持续的真实收益来源,Subfrost 的应用空间有望进一步扩大。
4️⃣ FUEL 经济模型公布
这是值得重点关注的里程碑!
代币发行只是开始,真正重要的是治理权、协议收入、手续费回购机制以及长期价值捕获。
未来,协议的真实使用能否与 FUEL 的经济价值建立联系,将是关键。
5️⃣ frUSD 跨链与支付应用
稳定币是连接不同区块链生态与现实经济的重要桥梁。
如果 frUSD 的跨链通道进一步开放,并在交易、结算及支付场景中获得真实使用,将有机会为比特币原生金融生态引入更多资金和用户。
6️⃣ 真实交易量与流动性增长
TVL、交易量、独立用户、手续费收入和资产赎回能力,都值得持续追踪。
真正的增长,不是短期数据的突然飙升,而是用户持续使用、资金持续流入,以及协议收入逐步增加。
7️⃣ 比特币生态集成
如果更多借贷协议、交易平台、钱包和支付应用开始集成 Subfrost 的基础设施,frBTC、frUSD 等资产的使用场景就有机会不断扩大。
从单一应用走向生态基础设施,这可能是 Subfrost 长期发展的重要一步。
🔥 总结:未来最值得关注的三个突破
✅ FUEL:经济模型与价值捕获机制
✅ dxBTC:BTC 生息应用与真实收益
✅ 签名网络:安全性、透明度与去中心化
当然,路线图不等于交付,预期也不等于实际收益。最终仍需以官方公告、实际上线情况和链上数据为准。
我期待看到 Subfrost 不只是推出更多产品,而是真正建立起一个由安全、流动性、实际应用和可持续经济机制共同支撑的 Bitcoin 原生金融生态。
Build the infrastructure. Prove the utility. Let the ecosystem grow. 🏠
#Subfrost #Bitcoin #Alkanes #DeFi #BTCFi
Casuwu retweeted
Unisat, Bestinslot, and Subfrost are the top three Bitcoin L1 companies developing the pioneering technology that is paving the way to Bitcoin DeFi’s next chapter 🔥🚀 @unisat_wallet @bestinslotxyz @subfrostp2p
The 2023-24 Bitcoin DeFi bull market was merely an experiment that proved developers could BUIDL on Bitcoin L1 🤝
Now the technology is 100x faster and far more liquid. Stablecoins are being issued safely and securely, allowing traders to move in and out against the dollar instead of trading directly against Bitcoin itself 👀
Would not want to be sidelined 🫡
(NOT FINANCIAL ADVICE‼️)
Casuwu retweeted
Remarkable and detailed work by researchers and personnel at Halborn.
From here, we release systems that have never been seen before in open finance.
The truth is, we are just getting started.
For the first time, a Bitcoin metaprotocol has been audited by an institutional-grade security firm. Alkanes has completed its audit with @HalbornSecurity.
Bitcoin DeFi now carries the rigor and reputation that both institutional capital and mainstream adoption demand.
Casuwu retweeted
For the first time, a Bitcoin metaprotocol has been audited by an institutional-grade security firm. Alkanes has completed its audit with @HalbornSecurity.
Bitcoin DeFi now carries the rigor and reputation that both institutional capital and mainstream adoption demand.
Casuwu retweeted
Bridge USDT and USDC to Alkanes on Bitcoin L1, now from Base, BSC, and Polygon in addition to Ethereum.
Swap them for BTC or other tokens, or hold them as frUSD on Bitcoin.
Casuwu retweeted
PC端EVM上USDT/USDC 兑换frusd,frbtc或者unwrap 成BTC教学,除ETH外,即将支持BSC,Base,polygon上的稳定币兑换BTC
马上更新支持手机端连接TP钱包,okx web3钱包,小狐狸钱包等
所有的一切都发生在L1上,你不必先去购买Gas,可以用稳定币垫付gas,直接链接BTC L1世界
@subfrostp2p 推出的BTCUSD stableswap是BTC诞生以来第一次也是唯一的在BTC L1上运行的去中心化的btc和usd交易
#alkanes #subfrost #diesel #fire
sats now supports multiple chain providers, including @subfrostp2p . Or bring your own Esplora server. One command to add, one to switch. Your keys never leave your machine. @unisat_wallet and more coming soon.
Casuwu retweeted
The world demands DeFi. Bitcoin finally has it.
100+ BTC locked, $50M+ lifetime volume, and Alkanes smart contracts driving 60%+ of Bitcoin transactions since May.
Here's our recap through Sept. 2026.
Bitcoin DeFi is finally here | SUBFROST
SUBFROST brings native DeFi to Bitcoin L1. 100+ BTC locked, $50M+ lifetime volume, and Alkanes smart contracts driving 60%+ of Bitcoin transactions since May. Here's our recap through Sept. 2026.
Casuwu retweeted
Credit to @BitcoinMagazine for being the first to name it: 61% of Bitcoin transactions over the past quarter were Alkanes 🔥
Alkanes Asian Market Drove 61% of Bitcoin Transactions for 90 Days, SUBFROST Data Shows
bitcoinmagazine.com/news/alk… via @bitcoinmagazine
Casuwu retweeted
One month after Bitcoin Asia. Still feeling the vibes 🔥
The SUBFROST booth didn't slow down for a moment. Demand for smart contracts on Bitcoin is hard to ignore.
No L2. No sidechain. Live on mainnet today.
Casuwu retweeted
USDT and USDC are already on Bitcoin, in the form Bitcoin deserves.
Same dollars. No way to freeze, no off-switch. That's frUSD.
Casuwu retweeted
"Together, they form the foundation for what we believe should be the final state of cryptocurrency and decentralized finance."
An article by our CTO.
Casuwu retweeted
Four months with no account just let us build with fewer distractions. Three apps, the FIRE vault 🔥, frUSD, and the BTC/USD swap.
Follow @subfrostp2p for the alpha ❄️
















