2026-01-11 14:27:57

From the trend of $BARD, there is a sense of déjà vu of once lurking in the infrastructure leader. Lombard's $LBTC represents the core tool for Bitcoin liquidity. As long as the BTCFi ecosystem is still operational, this project is an unavoidable presence.

Currently, the price hovers around $0.8, compared to $1.7 at the time of launch last year, which is basically cut in half. This magnitude is indeed significant. However, in terms of ecosystem status, the BTCFi track is gathering momentum, and Lombard's role as liquidity infrastructure remains unchanged. When the narrative heats up again, such foundational projects are often revalued. The key still depends on whether the subsequent development of the BTCFi ecosystem can be realized into practical applications.

BARD-4,2%

BTC-0,98%

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TheShibaWhisperer

· 01-12 03:43

The issue of being cut in half is something seen often in infrastructure projects. The position of $LBTC liquidity infrastructure is indeed tightly constrained. The question is, when will BTCFi truly explode?

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fork_in_the_road

· 01-12 03:29

Even if it's cut in half, those who can still hold on truly believe in the ecosystem's implementation. I'm a bit skeptical whether this round of BTCFi narrative can really heat up.

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DeFiGrayling

· 01-11 14:57

Cutting down to 0.8 definitely hurts, but the infrastructure logic hasn't changed... Let's see when BTCFi will actually start to pick up volume.

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ForkMonger

· 01-11 14:56

lbtc's positioning is honestly too structurally sound to ignore, but let's be real—50% drawdown screams governance vulnerability nobody's talking about. infrastructure plays always look bulletproof until the actual ecosystem fails to materialize. Lombard's betting the entire narrative holds, which is... ambitious timing-wise.

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SchroedingerGas

· 01-11 14:56

I've seen many cases of abrupt halts, but the key is whether the ecosystem can take off; otherwise, no matter how cheap it is, no one will want it.

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GasFeeCryBaby

· 01-11 14:48

Waiting for re-pricing after a cut in half, this logic makes perfect sense.

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DefiVeteran

· 01-11 14:45

Cutting down to 0.8 is indeed painful, but this is how infrastructure projects are... Let's wait and see when the ecosystem develops.

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GateUser-6bc33122

· 01-11 14:30

Cutting down to 0.8, who can withstand that? But you're right, infrastructure projects are like this—buying the dip in a bear market and waiting for a rebound. The key is whether BTCFi can really be implemented later on.

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