zerokn0wledge

Union bull case additions: Babylon-secured BTCfi and 275M testnet transfers

Quote93 words
ThesisZKBitcoinUnionBabylonEscherEnsemble$U
Bullish call$U−99.3%since listing, moved against the callHow it played out ↓

Adds to the Union bull case: Auro BTC LST generating network revenue, integration of Babylon's Bitcoin staking as a Bitcoin Secured Network, chain-abstracted liquid staking with Escher and over 275M testnet transfers.

Key claims
Over 275M testnet transfers
Auro BTC generates revenue via staking commissions
Integrates Babylon Bitcoin staking
Adding to the @union_build bull case list from below: - Auro BTC (Union-native Bitcoin LST) generates revenue for network (via staking commissions) - Union is a "Bitcoin Secured Network" that integrates @babylonlabs_io's Bitcoin staking protocol - Generally very strong positioning in emerging BTCfi vertical that will likely grow rapidly in coming months - Cross-chain governance and a unique, chain-abstracted liquid staking system for $U in collaboraton with @escher_fi - Enabling seamless agentic multichain payments with @EnsembleCodes - Over 275m testnet transfers in total as of yesterday (madness) $U could be the real deal.
QUOTING @zerokn0wledge_
Why I am omega bullish on @union_build? - leading ZK interop player in the market - unique, actually novel technology - secure, fully permissionless & trust-minimized - top tier team of exceptional builders - team shipping quality at high cadence - prioritizing top tier product
Open on X

How the call played out · since 23 Jul 2025

Prices as of 23 Oct 2026

This piece takes a view on $U, so that move is read against the call.

$UUnionBullish thesis
−99.3%
Moved against the call · since it listed on 05 Sep 2025, 6 weeks after this piece
At listing
$0.0112
Now
$0.0000783
vs BTC
−99.1%
After 1 month
−7.7%
After 3 months
−62%
After 1 year
−97%
High since
+98% 16 Sep 2025
Low since
−99.3% 23 Oct 2026

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.

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