在拉斯维加斯举行的年度比特币会议是比特币生态系统的关键事件

对于许多人来说，庞大的信息可能会压倒性。参加了几次会议，并通过我在UTXO的工作熟悉参加的公司

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.

在拉斯维加斯举行的年度比特币会议是比特币生态系统的关键事件。公司推广突破，宣布伙伴关系并发表塑造数字资产叙事的演讲。对于许多人来说，庞大的信息可能会压倒性。

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.

过去，我在UTXO的工作中曾参加过几次会议，并熟悉参加的公司，我重点介绍了2025年的关键面板和预期的发展，重点是比特币的第2层（L2）和BTCFI生态系统。

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

完整的议程可使用此链接：https：//b.tc/conference/2025/Agenda

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

以下是预期公告和面板的细分，由关键主题分类：

* 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年推出以来，顶级比特币开发团队一直在不懈地努力将集中的Sidechain设计转变为真正的比特币汇总和无许可的L2S。在2025会议上，期望这些团队将揭露BitVM2桥的第一批版本，从而提供有关其机制的关键细节。

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.

一旦实时，BITVM2桥梁就可以解锁所有比特币持有者均可访问的各种分散的BTC用例。 2025年5月可能标志着一个转折点，可能标志着集中式“加密”的下降，并为支持比特币本地经济而定。俗话说，在足够长的时间表上，一切都回到了比特币。

* L2 Partnerships

* L2合作伙伴关系

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.

比特币L2S面临着一个巨大的挑战：与已建立的加密货币玩家竞争，同时赢得了比特币的信任。该会议可能会以主要的伙伴关系公告为特色，尤其是在基础设施层面上，这涉及BTCFI采用的长期障碍。

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

这些合作可以增强L2解决方案的信誉和功能，为更广泛的接受铺平道路。

* Lightning and Taproot Assets Innovation

*闪电和Taproot资产创新

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）将通过Taproot Assets在闪电导轨上发出稳定的股份，这引起了极大的兴奋。期望该领域的公司进行重大更新，尤其是关于Taproot Assets和Stablecoin集成。闪电网络已准备就绪，而2025年可能是它闯入主流的一年。

* Opcodes and Governance Discussions

*开码与治理讨论

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.

随着对比特币的盟约激活的支持以及有关社交媒体上孟买政策的最新辩论，治理讨论将是一个重点。这些面板有望在智力上刺激，为在辩论之后的人们提供了对比特币的核心机制和潜在烟花的深刻见解。对于那些寻求了解比特币未来的人来说，参加这些会议可能是本周最有意义的经历。

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.)

以下是与上述类别一致的面板的策划列表，以及我对每个类别的期望。 （注意：这些预测反映了我的个人观点，并且不是确定的。此列表并不详尽，但突出了有限时间的与会者的高信号会议。）

* 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

*与比特币L2S和BTCFI产品相关的主要公告可能性最高的面板和主题演讲：换句话说，这是将主要alpha放弃的地方

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

*“机构来了（最后！）” - 第1部分：与巴里·席伯特的对话

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

*“机构即将到来（终于！）” - 第2部分：与迈克·诺维格拉茨的对话

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

*“我们正在建立的未来” - 与山姆·班克曼（Sam Bankman）的对话

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

*“比特币的生态系统正在蓬勃发展” - 与Tim Draper的对话

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

*“比特币的L2S下一步是什么？” - 小组讨论

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

*“ BTC衍生品的状态” - 小组讨论

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

*“比特币的最大机会” - 丹·奥尔森（Dan Olson）的主题演讲

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

*“金钱的未来是分散的” - 小组讨论

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

*“比特币比以往任何时候都更强大” - 与吉米的对话

Bitcoin L2s and BTCfi products

比特币L2S和BTCFI产品

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

*“第2层汇总正在转换比特币” - 面板讨论

* "Announcing BitVM2" - A Presentation by Blockstream

*“宣布BITVM2” - BlockStream的演示

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

*“建立下一代比特币L2S” - 小组讨论

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

*“比特币L2S：为大规模收养铺平道路” - 与Vijay Mikkelsons的对话

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

*“液体比特币的承诺” - 块软件的演示

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

*“比特币L2S：深度潜水” - 与HASU的会议

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

*“探索BTCFI比特币L2的潜力” - 与UTXO的对话

L2 and Lightning discussions

L2和闪电讨论

* "Examining Bitcoin's Mempool Policy"

*“检查比特币的Mempool政策”

* "Bitcoin Opcodes: A Technical Discussion"

*“比特币开码：技术讨论”

* "Bitcoin's Evolving Governance Landscape"

*“比特币不断发展的治理格局”

* "The Role of Blockware in Securing Bitcoin"

*“块软件在确保比特币中的作用”

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

*“通过游戏理论的镜头进行比特币” - 与Paul Sy Zeits的对话

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

*“比特币在全球金融系统中的位置” - 与Vijay Mikkelsons的对话