《BTCFi 的破局者:@GOATRollup 如何用真收益改变叙事》 1/ 🧵 “For BTC holders, the only thing better than HODLing is earning more…” 原文指出:GOAT Network 承诺真实、可持续、以 BTC 支付的收益 。光是「想让比特币增值」可不够,项目的关键在于机制! ⸻ 2/ 现在市面上很多自称能给 BTC 持有者收益的方案,其实拿的是“shitcoin”发币,收益纯属炒作,甚至可能一夜归零 ()。更别说那些中心化交易所,曾多次暴雷,资金管控极不透明,风控严重不足 ()。 ⸻ 3/ 那么,GOAT Network 的解决方案是什么?它是一条 Bitcoin 原生的 ZK Rollup,采用自研 zkMIPS + BitVM2 架构,搭配去中心化的 sequencer 网络,保持比特币安全性的同时,建立分散公平的收益机制 。 ⸻ 4/ 具体说来,这些 sequencer 节点负责打包交易,收取的手续费(Gas)用 BTC 支付。其中产生的收益会分发给节点运营者,同时也向质押 BTC 的用户分红。换句话说,只要网络有人用,就有真实的 BTC 分红 ()。 ⸻ 5/ 收益是怎样的?GOAT 提供多种 BTCFi 策略: •Safebox:无风险、固定收益,3 个月定期锁仓,约 2% APY,支持自持 BTC,保障主权; •Sequencer PoS Staking:支持 BTC、BTCB、DOGEB,当前 APY 最低 10%,通过节点分润和 Gas 收益; •Artemis Finance:流动性质押协议,目前 BTC 实际收益已超过 40%,总 APY 超 140%(含代币激励); •更多策略:包括期权市场、借贷协议(Avalon Finance)等   。 ⸻ 6/ 我对这些策略的理解是:GOAT 构建了一个多层次、风险可控的生态,从稳健到激进,每类用户都能找到自己的位置。对极度保守的比特币极端持有者(Maxis),Safebox 就足够用了;对热衷 DeFi 的用户,Artemis 提供高回报但承担更多波动。 ⸻ 7/ 7/ 为什么说是去中心化并且最大限度保留主权?GOAT 的 sequencer 节点是分布式运营,解决了 L2 常见的单点控制问题。这创造了“Universal Operator”轮换机制,整合打包、验证与出块,减少集中、增强安全  。 ⸻ 8/ 8/ 经济模型上,GOAT 采用 zkRollup + 多角色轮换 + 快速 finality (<24 小时),兼顾效率、安全、激励与去中心化。挑战者机制确保违规者受惩罚,诚实操作可获奖励,经济激励绑得很紧实 ()。 ⸻ 9/ 9/ 最新动作来看,GOAT Network 于 7 月 7 日上线了 BTC Yield Dashboard,成为首条提供链上真实比特币收益的区块链。同时推出社区 Launchpad(如 Aspecta AI BuildKey),采用 democratized 模式,全民可参与早期收益 。 ⸻ 10/ 我认为,GOAT 的核心竞争力在于 “比特币上做 DeFi,并且是真收益、非代币炒作”。这种模式对比者太少,生态分层设计深度也够,能满足 BTC Maxis 和 DeFi 爱好者。关键点是它并不脱离主链安全,不发行通胀代币,真正以 BTC 为本。 ⸻ 11/ 总结:GOAT Network 用可验证机制,用开发还在继续;但现在已有 Safebox(2% 固定安全收益)、节点质押(10%+)、高风险 DeFi(40%+)。对比“中央”or“发币”,它提供了更透明、去中心化、可持续的路径。即便你只是逢低加仓比特币,也可以考虑将部分 BTC 放进 Safebox,动动手指就可以开始增值。 ⸻ 12/ 最后,趋势是:比特币从“被 HODL”到“可以赚收益”,是很多人都期待的方向。GOAT Network 正在迈出第一步,用技术和经济模型验证“让 BTC 真增值”的可行性。真想参与的,建议先去 dashboard(https://t.co/STfL08Mec4)看看,别盲信,慢慢参与。 LFGOAT!请注意风险,自主决策。 The BTCFi Breaker: How @GOATRollup Is Redefining Yield with Real BTC 1/ 🧵 “For BTC holders, the only thing better than HODLing is earning more…” GOAT Network aims to deliver real, sustainable, BTC-denominated yields. Just wanting to grow your stack isn’t enough—the key lies in mechanism design. ⸻ 2/ Most so-called BTC yield products hand out “shitcoin” rewards—unsustainable hype at best, total wipeouts at worst. Centralized platforms? Proven risks: opaque, risky, and historically unreliable. ⸻ 3/ GOAT Network’s answer? A Bitcoin-native ZK Rollup powered by zkMIPS + BitVM2 and a decentralized sequencer network—preserving Bitcoin’s security while unlocking real, distributed yield flows. ⸻ 4/ Here’s how it works: Sequencers package transactions, earn gas fees (in BTC), and distribute those fees to node operators and BTC stakers. No inflation, no token games. If there’s usage, there’s real BTC yield. ⸻ 5/ Yield strategies on GOAT: • Safebox: 3-month fixed staking, ~2% APY, zero risk, BTC self-custody. • Sequencer PoS Staking: Stake BTC, BTCB, or DOGEB; 10%+ APY from gas + node profits. • Artemis Finance: Liquid staking with real BTC yield >40%, total APY >140% with incentives. • More: Options market, lending (Avalon Finance), and expanding DeFi stack. ⸻ 6/ My take: GOAT builds a layered BTCFi system—risk-adjusted from ultra-conservative to aggressive. Maxis? Use Safebox. DeFi players? Artemis offers turbocharged returns (with risk). ⸻ 7/ What about decentralization and sovereignty? GOAT’s sequencers are distributed. A “Universal Operator” model rotates roles (proposer/validator/builder), eliminating single-point failures. Security is decentralized by design. ⸻ 8/ The economic model: zkRollup infra + rotating roles + <24h finality. Challengers catch bad actors, honest players are rewarded. Tight, incentive-aligned architecture. ⸻ 9/ On July 7, GOAT launched the BTC Yield Dashboard, becoming the first chain to deliver on-chain, real BTC yield. Also live: a democratized Launchpad (e.g. Aspecta AI BuildKey), letting all users join early-stage opportunities. ⸻ 10/ Bottom line: GOAT is BTC-native DeFi with real returns, not token-fueled illusions. Few competitors exist with this depth or commitment to Bitcoin-first principles. ⸻ 11/ TLDR: • 2% APY Safebox (fixed, safe) • 10%+ Sequencer staking • 40%+ Artemis BTCFi plays All built transparently, without inflation, without compromise. Even passive HODLers can now earn. ⸻ 12/ The narrative shift is here: From just holding BTC → to earning on-chain yield. GOAT is taking the first serious shot at making this vision real. Start slow. DYOR. Explore: https://t.co/STfL08Mec4 LFGOAT 🐐
From X

Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.