Lygos.Finance ⚛️

💥 We turned $140M of DLC volume into Bitcoin lending’s future! Atomic Finance’s battle-tested tech now powers @LygosFinance, solving bitcoins biggest gap: secure, non-custodial lending. 🧵👇

Iran has reportedly rolled out Hormuz Safe, a maritime insurance product for oil tankers trapped in the Hormuz Strait paid in bitcoin, in lieu of a toll. @LygosFinance’s Francis Corvino (@starkandlime) said the significance of this can’t be overstated, and the implications are potentially disastrous for the Bitcoin network. “This is the biggest and most dangerous moment for Bitcoin since probably the Chinese mining ban just from the standpoint of potential disruptions to the network. “If we see the US government tell American bitcoin miners that they can't mine transactions made by an Iranian entity then that's one thing…Where things start to get a little tricky is if the US government says you can't mine on top of blocks which include these types of transactions.” This is where the game theory kicks in. And it could get very dicey, very quickly. “And [if I’m a miner], I know that I'm not going to lose my opportunity cost of mining because I know that the rest of the network is going to continue to mine on top of my chain rather than this other chain which, while valid, includes transactions which we no longer agree on should be part of the Bitcoin history. “So this is the highest the states can possibly be.” 🎧Catch the latest episode of Blockspace in partnership with @blockspace! 🎧 Spotify: open.spotify.com/show/2jyIhkvAQ… 🎧 Apple: podcasts.apple.com/us/podcast/coi… 📺 Watch: youtube.com/channel/UCZBo-…

Does your centralized lender tell you to keep your loan at 33 LTV? Congratulations. You now have 3x the amount of bitcoin in their bankruptcy estate. 55% of centralized lenders go bankrupt. It’s just a matter of time.

@SBF_FTX was the industry golden boy until he wasn’t. @BlockFi was too. Lygos is the only way to borrow safely against your Bitcoin.

Strategy’s $STRC is about to lose the dividend war with @VivekGRamaswamy $SATA $SATA goes daily on June 16th. Richard Thaler won a Nobel Prize explaining why.

Gradually, then suddenly: Pariah states like Iran & North Korea are adopting Bitcoin. "This is the most dangerous moment for Bitcoin since the China mining ban in 2021" says @starkandlime

Bitcoins censorship resistance has never actually been tested. Iran is about to test it.

With a custodian: they have your key, they have control. If they go bankrupt the collateral is in the estate now. Clawback shit anyone who withdraws near the filing date. With @LygosFinance bitcoin is locked on-chain contract. If lygos goes bankrupt, the Bitcoin is NOT in the Lygos Estate

BTC-Backed Lending: How a New Crop of Companies is Unlocking BTC Credit | Consensus 2026 Watch the full panel now featuring Two Prime CEO @alexandersblume, @hodlwithLedn, @roxom, and @LygosFinance from @consensus2026 youtu.be/S0DrDKWg7Go

Is Saylor a rational actor? @starkandlime opines

It's all KICKING OFF at Consensus 2026. @Two_Prime, @hodlwithLedn, & @LygosFinance are leading the shift as institutions prioritise custody, transparency and standardised lending over complex DeFi. I do hope your intern is paying attention🧵

Ordinals are trash. But OP_CAT would rapidly increase self custody and bitcoin adoption globally.

Catch @jaypatel on the frontier stage!

@APompliano @MrHodl @aaalexhl Pomp is also an investor in non-custodial versions of BlockFi.

@aaalexhl Don’t throw rocks in a glass house. You were telling people to use BlockFi and Celsius at the market top in 2021…

This guy relentlessly shilled BlockFi btw

@Romynft Correct.

@LygosFinance self custody more important than ever

South Africa is trying to confiscate your bitcoin. Don’t wait to start your disaster mitigation planning. youtu.be/buyMOHSjXms?si…

@BlueCotton @BTCYN Hey we need some company T-Shirts. How do you do employee benefits around bitcoin. Seems like we might know where to put in our order…

@BTCYN We really loved getting to connect with so many like minded people! Thank you for everything you do!

Red eye flight home from the Bitcoin Conference (Las Vegas to NYC) and couldn’t help but notice the person next to me had a @BlueCotton t-shirt on. I now know a Kentucky based t-shirt printing company because of their innovation around employee benefits using bitcoin. How cool is that?! Bitcoin is better. Bitcoin is the denominator. Let bitcoin be your differentiator.

@Pledditor I wouldn’t be so sure. Remember BlockFi paid a $50m fine for illegally offering this product.

Carl's right. Expect "bitcoin-only" companies to reboot the BlockFi/Celsius lending product, but instead of lending your BTC to Kyle Davies and Su Zhu, they'll lend your USD to Saylor and buy STRC. They're gonna claim it's safer than when Mashinsky did it. Don't fall for it.

HNWI & Institutions like predictability and single counterparty agreements (ie bilateral) because it’s easier to unwind when things go wrong. HNWI & Institutions do not want “the DeFi Alliance” as their faux counterparty.

@Walodja1987 @magnolia_rails There’s inline communication for now. Will be a public end point which is recreatble soon. You don’t need to post it on-chain like it’s EVM because you’re using pre-signed txs not a smart contract call. We are the first and only DLC to actually use a third party Oracle :-)

@LygosFinance @magnolia_rails And where are the reported prices stored?

North Korea shouldn’t be a risk factor in your Bitcoin loan. Use @LygosFinance. Non-custodial. Auditable. No black-box VMs. The era of “virtual machines” is over.