BTC as idle security capital: Babylon and Avail Fusion
Quote195 words
Bullish call$AVAIL−99.5%since listing, moved against the callHow it played out ↓Frames BTC as roughly $1.4T of idle capital that Babylon can put to work securing PoS chains, and ties it to Avail Fusion adding BTC security to a rollup-centric DA base layer. Flags Ankr as a likely BTC liquid staking player.
Key claims
BTC is about $1.4T of idle capital
Avail Fusion adds BTC as a staking asset
Ankr will be a major player in BTC liquid staking
$BTC is basically $1.4 trillion of idle capital that is waiting to secure PoS chains.
@babylon_chain pioneered this concept, which allows us to add $BTC as a staking asset to secure PoS-based infrastructure building blocks or execution layers.
This allows for interesting concepts where native $BTC is used to bootstrap network security, while (liquid staked) $BTC provides liquidity that powers the native DeFi ecosystem.
🎁 Bonus alpha: @ankr will be a huge player in the $BTC liquid staking space!
However, we are moving towards a rollup-centric future where the biggest value proposition for spinning up a new rollup rather than creating a separate L1 is the ability to inherit security from the base layer.
A base layer that provides scalable block space for rollups to publish data to.
A base layer like @AvailProject.
With Avail Fusion, @AvailProject is now looking to add additional crypto-economic security to its base layer through $BTC.
Probably nothing, but I'm max bullish $AVAIL. 👀
Avail Fusion is part of an overarching vision of a coordination / unification layer for rollup-based, verifiable computation.
Powered by the the Avail Trinity (DA, Nexus, Fusion).
For more, check my @AvailProject deep dive below!
x.com/zerokn0wledge_/status/1781958517416714571
QUOTING @AvailProject
Bitcoin halving is here!!! But what does it have to do with Avail? Here’s what ⬇️ With less BTC going into circulation, the ‘Gold Standard’ in crypto-economic security is only getting stronger. High crypto-economic security enables you to do lots of things. One of those is se
Bitcoin halving is here!!! But what does it have to do with Avail? Here’s what ⬇️ With less BTC going into circulation, the ‘Gold Standard’ in crypto-economic security is only getting stronger. High crypto-economic security enables you to do lots of things. One of those is se
How the call played out · since 22 Apr 2024
Prices as of 23 Oct 2026This piece takes a view on $AVAIL, so that move is read against the call. Other assets it covers are shown as context, not as calls.
−99.5%
Moved against the call · since it listed on 02 Jul 2024, 2 months after this piece
- At listing
- $0.456
- Now
- $0.00247
- vs BTC
- −99.6%
- After 1 month
- −65%
- After 3 months
- −65%
- After 1 year
- −95%
- High since
- 0.0% 02 Jul 2024
- Low since
- −99.6% 18 Aug 2026
Mentioned for context
Since then
Zero has written 6 more pieces on Avail and $AVAIL since this one.
- Avail ecosystem: DA, Nexus and Fusion with Symbiotic restakingCovers $AVAIL
- AVAIL undervalued versus TIA: DA design, valuation and unlock timingBullish call on $AVAIL
- Post-airdrop AVAIL strategy: bridge, liquid stake on deq.fi, hold stAVAILBullish call on $AVAIL
- AVAIL launch day: stake the airdrop and valuation view at $0.15Bullish call on $AVAIL
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.