John Metais

I developed institutional-grade market commentary for Babylon Labs, distilling complex Bitcoin macro and protocol updates into concise narrative insights. This included translating technical concepts (restaked BTC, trustless vaults, treasury flows, mNAV) into executive-level language to support investor communications and enterprise BD.

I developed institutional-grade market commentary for Babylon Labs, distilling complex Bitcoin macro and protocol updates into concise narrative insights. This included translating technical concepts (restaked BTC, trustless vaults, treasury flows, mNAV) into executive-level language to support investor communications and enterprise BD.

I developed institutional-grade market commentary for Babylon Labs, distilling complex Bitcoin macro and protocol updates into concise narrative insights. This included translating technical concepts (restaked BTC, trustless vaults, treasury flows, mNAV) into executive-level language to support investor communications and enterprise BD.

Most Bitcoin sits idle. Why?

Because Bitcoiners live by a mantra: not your keys, not your coins.

If using your BTC means trusting a bridge, custodian, or lender… many would rather keep it parked.

Why do Trustless Bitcoin Vaults matter?

Because they finally make BTC usable as collateral: lending, perps, DAOs, stablecoins, even insurance.

And all of it happens without wrapped BTC or middlemen.

Pure Bitcoin.

📣 New discussion post is live on the forum

It suggests two big changes:
🟠 Lower BABY inflation
🟠 Introduce BTC-BABY co-staking

Let’s break down what this means and why it matters 👇

On August 13, 2025, the Babylon protocols co-founders, David Tse and Fisher Yu, hosted the first-ever Quarterly Founders Call, a milestone for direct communication with the community.

The call covered the journey of the Babylon protocols from the start of Q2 to August 13, 2025, celebrating major wins, acknowledging community concerns, unveiling technical breakthroughs, and previewing an ambitious roadmap through the end of the year.

Why This Call Matters

Bavylon Labs is a global project with ...

Welcome back for our latest bi-weekly round-up 👋. Babylon has just shared its official 2025 roadmap, outlining the path to a fully trustless BTCFi economy.

With EVM support on the horizon, multi-staking entering testnet, and a growing ecosystem of tools, staking options, and builders, Babylon Genesis is moving fast. Whether you’re here to stake BTC, build with it, or just keep up, here’s everything that happened these past two weeks.

🔮 The Road to BTCFi: Babylon’s 2025 Roadmap

Babylon Labs ha...

Fifteen years ago, Satoshi Nakamoto introduced Bitcoin to the world as a peer-to-peer digital cash system.

Since then, there have been enormous efforts to expand the utility of both the Bitcoin chain and the BTC asset. In this blog, we examine the utility of bitcoin the asset and define its native use cases.

What can you do with your Bitcoin?

Currently, there are four main use cases for the bitcoin asset:

Holding – Hold it as a way to store value

Spending – Use as a medium of exchange

Lending...

On December 15, 2024, during the third cap of the Babylon Bitcoin staking protocol’s mainnet, an anonymous staker staked 10,000 BTC in three transactions.

That was worth over $1 billion.

$1 billion.

Up to that point, the largest stakes came from entities (like LST protocols and custodians) looking to stake for their users.

But such a large stake from a single person signifies something particularly meaningful to Babylon and its protocol.

Whoever this person is, they decided to stake directly ...

🔑 Key Takeaways

BABY is the native gas and governance token of the Babylon Genesis network, a Bitcoin-supercharged Cosmos SDK Layer-1.

Used for paying transaction fees, voting on upgrades, and dual-staking alongside BTC to secure the network.

8% annual inflation funds rewards, split between BTC and BABY stakers.

Deflationary burn mechanism: BSN rewards are auctioned for BABY, with bids burned.

BABY is the native gas and governance token of the Babylon Genesis network, a Bitcoin‑supercharged L...

🔑 Key Takeaways

Babylon Genesis is a Layer-1 blockchain and the first Bitcoin Supercharged Network (BSN).

Built with Cosmos SDK and CometBFT, it introduces dual staking: BTC delegated to Finality Providers and BABY delegated to validators.

BTC never leaves the Bitcoin chain; staking uses time-locks so holders maintain self-custody.

Genesis checkpoints to Bitcoin to anchor security, reduce attack risks, and improve fork choice.

As the control plane for BSNs, Genesis routes rewards, coordinates...

🔑 Key Takeaways

Trustless Bitcoin vaults let BTC be used in DeFi without wrapping or handing coins to a custodian.

Built with pre-signed transactions, BitVM3 proofs, and programmable logic, vaults keep BTC on the Bitcoin base layer while enforcing rules cryptographically.

Users maintain full self-custody—no multisig committees or intermediaries needed.

Vaults can support lending, borrowing, stablecoin minting, perpetuals, and new BTCFi primitives.

Risk lies primarily in the connected DeFi pro...

Key Takeaways

Earn rewards on BTC without giving up custody

The Babylon Bitcoin staking protocol enables non-custodial staking via Taproot time-locked scripts

Rewards in BABY, with more token rewards expected as BSNs and multi-staking launches

Keep BTC exposure while putting idle coins to work securing other networks

Bitcoin staking refers to locking BTC in a secure, time-limited script to help secure PoS chains and rollups and earn rewards without giving up custody.

For most of Bitcoin鈥檚 ...