「BTC 不需要 Fi，只需要持有就行」 这是令大家耳熟能详的一段话。 但我想理性讨论下，BTC 到底需不需要 Fi ？ 很多人说，比特币的使命是「做世界的硬通货」，与金融创新无关 也有人认为 BTCFi 是把比特币带到更大舞台的钥匙，赋予它不只是「睡在冷钱包里」的生命力。 这问题其实可以分三层看： 1️⃣ 价值主张： BTC 作为去中心化资产，它最大的优势是抗审查、全球流动性和固定供应。 这些特性让它适合做价值存储，但如果永远停留在存储阶段，它对链上生态几乎没有贡献，无法让更多用户或应用基于比特币活跃起来。 2️⃣ 经济效用： 持有 BTC，如果除了价格波动外没有其他收益来源，会让绝大多数人倾向把 BTC 留在交易所或硬件钱包，不参与网络建设、也不会在链上产生持续交互。 这种「死水」状态对网络活跃度、节点经济、甚至 BTC 本身的流动性都不健康。 而 BTCFi （比特币金融化）要解决的核心痛点，就是激活这部分「死资产」。 比如 GOAT Network @GOATRollup 通过多资产 PoS 排序器，将链上手续费收益以 BTC 形式返还给节点和质押者，我觉得这是一个不错的路径。 3️⃣ 技术可行性： BTCFi 在之前一直受限于技术瓶颈，跨链桥风险极高，Layer2 缺少像以太坊那样成熟的 Rollup 模型。 但 BitVM3 的提出和 GOAT Network 的落地，让在 BTC 原生安全范围内实现 ZK Rollup 成为可能。 比特币网络不仅能保留去中心化和安全性，还能在二层扩展出高性能、低成本、可组合的金融产品。 ▰ 从用户角度看，BTCFi 让持有者有收益动力； ▰ 从生态角度看，BTCFi 带来链上交易、DEX 活跃度和二层繁荣； ▰ 从技术角度看，现在已经到了可以让 BTCFi 真正落地的时间点。 但，BTCFi 不等于泛滥的高杠杆衍生品，而是让 BTC 资产真正参与到去中心化网络的价值流转和增长中。 如果说， 过去十年 BTC 靠「数字黄金」 narrative 攀到万亿市值 那么下一个十年， BTCFi 可能是它继续进化的必经之路。 理性看待 BTCFi ▰ 它不是背离比特币的去中心化精神，而是让比特币的网络和价值，真正流动起来。 所以兄弟们觉得 BTCFi 会是 BTC 下一波 narrative 吗，还是伪命题？

Ecosystem Spotlight: Ecosystem Partners Think of our network as the ultimate verifier for AI — ensuring outputs are accurate, bias-free, and ready for real-world use. Here's how our ecosystem partners are working with us towards a reliable and trustless future: 1️⃣ GAIB ( @gaib_ai ) is pioneering AiFi with tokenized GPUs and the AI Dollar (AID) for on-chain yields. Partnering with Mira combines our trust layer with GAIB's economic infrastructure, verifying AI compute at scale. This enables secure, hallucination-resistant financial AI, from encrypted yields to institutional-grade DeFi. 2️⃣ @lagrangedev pioneers zkML with DeepProve for verifiable AI inferences. Our deepened partnership powers Mira's verification layer with zero-knowledge proofs, proving outputs in real time without revealing data. This sets new standards for privacy-preserving, auditable AI in DeFi and beyond. 3️⃣ @Gaianet_AI is decentralizing AI inferencing with a distributed GenAI agent network of 280k+ nodes. We're working to integrate our trustless verification network with Gaia's 280k+ node network, further bolstering AI infrastructure for real-world, autonomous use cases. 4️⃣ Think Agents @thinkagents empowers builders to own and create personalized AI via the Think Agent Standard and IAI Institute. Mira's verification integrates seamlessly, enabling trustless agent-to-agent interactions on-chain. This fosters intelligence for applications where reliability is key to innovation. 5️⃣ Storacha Network @storachanetwork provides AI-native decentralized storage on Filecoin for high-performance data. Our collaboration stores Mira's AI consensus transactions immutably, creating verifiable audit trails. This ensures tamper-proof, retrievable data for autonomous AI at a petabyte scale. 6️⃣ Monad @monad is revolutionizing Ethereum-compatible L1s with 10,000 TPS throughput. Over our continued collaboration, we will look to bring Mira's trustless verification to Monad's high-performance ecosystem, enabling secure AI integrations for dApps where speed meets reliability. 7️⃣ Kernel DAO @kernel_dao powers $2B+ in multi-chain restaking across ETH, BNB, and BTC. Our alliance brings verified AI to BNB via Kernel's ecosystem, as an official coprocessor enabling trustless AI execution on-chain. 8️⃣ Plume Network @plumenetwork is the blockchain for RWAfi, tokenizing real-world assets on-chain. Over the course of our partnership in the future, we will look to integrate our verification with Plume's AI frameworks, ensuring hallucination-free outputs for financial decisions. 9️⃣ Mantis App @mantis_app delivers personalized AI agents for DeFi with advanced conditionality and the DISE LLM. Mira's verification ensures accurate, bias-reduced outputs for financial strategies. This partnership empowers users to develop reliable AI copilots for vaults, trades, and more. 🔟 Autonome @0xautonome offers TEE-secured infrastructure and Cross-Agent Routing for tamper-proof AI communications. Partnering with Mira adds decentralized verification, eliminating hallucinations in high-stakes environments. Together, we enable fully autonomous agents for assets and decisions without human oversight. These partnerships demonstrate trustless AI at production scale. From reducing error rates to enabling autonomous operations, we're building the infrastructure for reliable intelligence. Join the verification revolution. Build on Mira.