在拉斯維加斯舉行的年度比特幣會議是比特幣生態系統的關鍵事件

對於許多人來說，龐大的信息可能會壓倒性。參加了幾次會議，並通過我在UTXO的工作熟悉參加的公司

The annual Bitcoin Conference in Las Vegas is a pivotal event for the Bitcoin ecosystem. Companies unveil breakthroughs, announce partnerships, and deliver speeches that shape the narrative of digital assets. For many, the sheer volume of information can be overwhelming.

在拉斯維加斯舉行的年度比特幣會議是比特幣生態系統的關鍵事件。公司推廣突破，宣布夥伴關係並發表塑造數字資產敘事的演講。對於許多人來說，大量的信息可能會令人壓倒。

Having attended several conferences in the past and being familiar with the attending companies through my work at UTXO, I’ve highlighted key panels and expected developments for 2025, focusing on Bitcoin’s Layer 2 (L2) and BTCfi ecosystems.

過去，我在UTXO的工作中曾參加過幾次會議，並熟悉參加的公司，我重點介紹了2025年的關鍵面板和預期的發展，重點是比特幣的第2層（L2）和BTCFI生態系統。

The full agenda is available using this link: https://b.tc/conference/2025/agenda

完整的議程可使用此鏈接：https：//b.tc/conference/2025/Agenda

Here’s a breakdown of anticipated announcements and panels, categorized by key themes:

以下是預期公告和麵板的細分，由關鍵主題分類：

* BitVM2 Announcements

* BITVM2公告

Since BitVM’s introduction in 2023, top Bitcoin development teams have been working tirelessly to transform centralized sidechain designs into true Bitcoin rollups and permissionless L2s. At the 2025 conference, expect these teams to unveil the first versions of BitVM2 bridges, providing critical details on their mechanics.

自BITVM在2023年推出以來，頂級比特幣開發團隊一直在不懈地努力將集中的Sidechain設計轉變為真正的比特幣匯總和無許可的L2S。在2025會議上，期望這些團隊將揭露BitVM2橋的第一批版本，從而提供有關其機制的關鍵細節。

Once live, BitVM2 bridges could unlock a wide range of decentralized BTC use cases, accessible to all Bitcoin holders. May 2025 might mark a turning point, potentially signaling the decline of centralized “crypto” and DeFi projects in favor of a Bitcoin-native economy. As the saying goes, on a long enough timeline, everything comes back to Bitcoin.

一旦實時，BITVM2橋樑就可以解鎖所有比特幣持有者均可訪問的各種分散的BTC用例。 2025年5月可能標誌著一個轉折點，可能標誌著集中式“加密”的下降，並為支持比特幣本地經濟而定。俗話說，在足夠長的時間表上，一切都回到了比特幣。

* L2 Partnerships

* L2合作夥伴關係

Bitcoin L2s face a steep challenge: competing with established crypto players while earning the trust of Bitcoiners. The conference is likely to feature major partnership announcements, particularly at the infrastructure level, addressing long-standing barriers to BTCfi adoption.

比特幣L2S面臨著一個巨大的挑戰：與已建立的加密貨幣玩家競爭，同時贏得了比特幣的信任。該會議可能會以主要的伙伴關係公告為特色，尤其是在基礎設施層面上，這涉及BTCFI採用的長期障礙。

These collaborations could bolster the credibility and functionality of L2 solutions, paving the way for broader acceptance.

這些合作可以增強L2解決方案的信譽和功能，為更廣泛的接受鋪平道路。

* Lightning and Taproot Assets Innovation

*閃電和Taproot資產創新

The recent announcement that Tether (USDT) will return to Bitcoin by issuing its stablecoin on Lightning rails via Taproot Assets has sparked significant excitement. Expect major updates from companies in this space, particularly regarding Taproot Assets and stablecoin integration. The Lightning Network is poised for dominance, and 2025 could be the year it breaks into the mainstream.

最近宣布Tether（USDT）將通過Taproot Assets在閃電導軌上發出穩定的股份，這引起了極大的興奮。期望該領域的公司進行重大更新，尤其是關於Taproot Assets和Stablecoin集成。閃電網絡已準備就緒，而2025年可能是它闖入主流的一年。

* Opcodes and Governance Discussions

*開碼與治理討論

With growing support for covenant activation on Bitcoin and recent debates over mempool policy on social media, governance discussions will be a focal point. These panels promise to be intellectually stimulating, offering deep insights into Bitcoin’s core mechanics and potential fireworks for those following the debates. Attending these sessions will likely be the most rewarding experience of the week for anyone seeking to understand Bitcoin’s future.

隨著對比特幣的盟約激活的支持以及有關社交媒體上孟買政策的最新辯論，治理討論將是一個重點。這些面板有望在智力上刺激，為在辯論之後的人們提供了對比特幣的核心機制和潛在煙花的深刻見解。對於那些尋求了解比特幣未來的人來說，參加這些會議可能是本週最有意義的經歷。

Must-Attend Panels

必不可少的面板

Below is a curated list of panels aligned with the above categories, along with my expectations for each. (Note: These predictions reflect my personal perspective and are not definitive. This list is not exhaustive but highlights high-signal sessions for attendees with limited time.)

以下是與上述類別一致的面板的策劃列表，以及我對每個類別的期望。 （注意：這些預測反映了我的個人觀點，並且不是確定的。此列表並不詳盡，但突出了有限時間的與會者的高信號會議。）

* Panels and Keynote with the highest probability of a major announcement related to Bitcoin L2s and BTCfi products: in other words, this is where major alpha will be dropped

*與比特幣L2S和BTCFI產品相關的主要公告可能性最高的面板和主題演講：換句話說，這是將主要alpha放棄的地方

* "Institutions Are Coming (Finally!)" - Part 1: A Conversation with Barry Silbert

*“機構來了（最後！）” - 第1部分：與巴里·席伯特的對話

* "Institutions Are Coming (Finally!)" - Part 2: A Conversation with Mike Novogratz

*“機構即將到來（終於！）” - 第2部分：與邁克·諾維格拉茨的對話

* "The Future We're Building" - A Conversation with Sam Bankman-Fried

*“我們正在建立的未來” - 與山姆·班克曼（Sam Bankman）的對話

* "Bitcoin's Ecosystem Is Booming" - A Conversation with Tim Draper

*“比特幣的生態系統正在蓬勃發展” - 與Tim Draper的對話

* "What's Next for Bitcoin's L2s?" - A Panel Discussion

*“比特幣的L2S下一步是什麼？” - 小組討論

* "The State of BTC Derivatives" - A Panel Discussion

*“ BTC衍生品的狀態” - 小組討論

* "Bitcoin's Biggest Opportunities" - A Keynote Address by Dan Olson

*“比特幣的最大機會” - 丹·奧爾森（Dan Olson）的主題演講

* "The Future of Money Is Decentralized" - A Panel Discussion

*“金錢的未來是分散的” - 小組討論

* "Bitcoin Is Stronger Than Ever Before" - A Conversation with Jimmy Song

*“比特幣比以往任何時候都更強大” - 與吉米的對話

Bitcoin L2s and BTCfi products

比特幣L2S和BTCFI產品

* "Layer 2 Rollups Are Transforming Bitcoin" - A Panel Discussion

*“第2層匯總正在轉換比特幣” - 面板討論

* "Announcing BitVM2" - A Presentation by Blockstream

*“宣布BITVM2” - BlockStream的演示

* "Building the Next Generation of Bitcoin L2s" - A Panel Discussion

*“建立下一代比特幣L2S” - 小組討論

* "Bitcoin L2s: Paving the Way for Mass Adoption" - A Conversation with Vijay Mikkelsons

*“比特幣L2S：為大規模收養鋪平道路” - 與Vijay Mikkelsons的對話

* "The Promise of Liquid Bitcoin" - A Presentation by Blockware

*“液體比特幣的承諾” - 塊軟件的演示

* "Bitcoin L2s: A Deep Dive" - A Session with Hasu

*“比特幣L2S：深度潛水” - 與HASU的會議

* "Exploring the Potential of Bitcoin L2s for BTCfi" - A Conversation with UTXO

*“探索BTCFI比特幣L2的潛力” - 與UTXO的對話

L2 and Lightning discussions

L2和閃電討論

* "Examining Bitcoin's Mempool Policy"

*“檢查比特幣的Mempool政策”

* "Bitcoin Opcodes: A Technical Discussion"

*“比特幣開碼：技術討論”

* "Bitcoin's Evolving Governance Landscape"

*“比特幣不斷發展的治理格局”

* "The Role of Blockware in Securing Bitcoin"

*“塊軟件在確保比特幣中的作用”

* "Bitcoin Through the Lens of Game Theory" - A Conversation with Paul Sy Zeits

*“通過遊戲理論的鏡頭進行比特幣” - 與Paul Sy Zeits的對話

* "Bitcoin's Place in the Global Financial System" - A Conversation with Vijay Mikkelsons

*“比特幣在全球金融系統中的位置” - 與Vijay Mikkelsons的對話