Bitcoin DeFi Has Been Elusive. Can Mysten Labs Bring $1.4 Trillion Onchain?

Bullish:

• $BTC - Bitcoin is positioned to become a major collateral instrument in DeFi in 2026, with Hashi unlocking $1.4 trillion in institutional Bitcoin holdings through trust-minimized lending without tax events.

  • “Look, twenty twenty twenty six is gonna be a year where Bitcoin truly becomes collateral instrument, especially in DeFi.”

    Adeniyi·1:32

  • “Bitcoin as collateral instrument creates liquidity without selling. So DeFi lending is gonna be the way to really unlock Bitcoin.”

    Adeniyi·2:16

  • “This is gonna be the first time ever in history where you have a fully decentralized piece of infrastructure with minimal trust assumptions required, backed by actual institutional insurance to enable folks to institutions specifically to start lending Bitcoin directly in DeFi.”

    Adeniyi·2:54
• $SUI - Sui blockchain is positioned as the infrastructure layer for Bitcoin DeFi with Hashi, leveraging 125+ validators and formal verification to enable institutional Bitcoin lending.

  • “So every single validator on the SWE network, over a 125 validators, are all part of the signatory on the multisig account. So the same protocol that governs billions of dollars in the SWE network, ensuring the safety of the SWE network that can process hundreds of thousands of transactions per second is effectually using the same cryptographic primitives that secures a bit a bit the SWE network to secure that MPC network on a Bitcoin network directly.”

    Adeniyi·6:52

  • “We're talking about the fastest network in crypto, namely Bitm3, that we've been building from our days of getting Meta to launch Libra.”

    Adeniyi·27:46
• $DEFI - DeFi is set to capture significant Bitcoin liquidity as institutions seek yield on idle Bitcoin holdings, with Hashi enabling trust-minimized lending backed by insurance.

  • “DeFi was inherently strong. Right? So this is giving you that same platform where traditional centralized issue and entities like BitGo can leverage the decentralized nature of what we offers to originate loans for their clients.”

    Adeniyi·13:31

  • “We really want this to be the home of where Bitcoin based yields is gonna be generated.”

    Adeniyi·14:17