GW
Guy Wuollet@guywuolletjr
Curated by Fundamental Labs · posted 122d
Investing in Babylon
Guy and Liz argue Bitcoin remains underutilized as digital collateral—thousands of BTC sit dormant rather than active in DeFi due to limited programmability. Babylon's trustless vaults architecture using witness encryption and garbled circuits enables native Bitcoin lending without wrapping or custodians, unlocking the largest source of untapped onchain capital. They're backing Babylon with a $15M $BABY purchase, betting on expansion into lending and eventually perpetual futures and stablecoins.
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