I caught myself Spending more time this week thinking about where my Bitcoin should go rather than how to get more of it. A few years ago, my BTC strategy was painfully simple: buy, hold, ignore the noise. Honestly, that part feels easier now.
The hard part? Allocation.
Everywhere I look there's another Opportunity competing for Bitcoin Capital. Lending markets, RWAs, yield strategies, cross-chain Protocols... sometimes it feels like BTCFi is expanding faster than anyone can properly evaluate it.
That's why I have started paying more attention to Infrastructure instead of just APYs.
Bitcoin solved scarcity a long time ago. I think BTCFi now has to solve Coordination.
Bedrock 2.0 is one of the Projects that made me rethink this. uniBTC seems designed to reduce liquidity fragmentation, while BRClaw explores how Bitcoin Capital could be routed more intelligently as the Ecosystem gets more complex.
Yield opportunities are everywhere. Good capital allocation isn't.
Maybe the next big challenge for Bitcoin won't be convincing People to buy BTC. It might be helping them decide what to actually do with it once they have it.
Curious what others think: Is BTCFi infrastructure evolving fast enough to keep up with the capital entering the space?