279. TBR - ALL IN Pokemon? | $WLFI Freeze! | When Will The DAT Music Stop?!

First up, revisit Bitcoin DeFi through the lens of this cycle’s emerging “industry cook”: digital-asset treasury companies.

Next, Do we really need native Bitcoin primitives, or will off-chain/custodial routes—UTXO time-locks and loan products be enough to make BTC productive?

and Finally, we pressure-test trench metas like Pokémon “phygital” and map where the music could stop.