Big Fat Observation Post (NO.70) ---------------------- 1. @BitlightLabs updated the GitHub code a few days ago and officially announced the completion of phase 2. In principle, they should be able to move on to phase 3 soon. Lightning integration is an extremely important feature of RGB, so I think large-scale public testing is absolutely necessary (to find bugs and edge cases); once the testing is stable, it will be a transformative change. github.com/bitlightlabs/rgb-ld...… github.com/bitlightlabs/bitlig...… 2. Many BTC protocols now have virtually no liquidity, partly due to market conditions, and partly because protocols that focus solely on "asset issuance" without contributing to the long-term expansion of the BTC network have been proven ineffective. 3. Although BOLT12 is currently in the experimental stage and not many platforms support it (e.g., BN and OKX do not currently support it), as it develops, many companies have begun using it commercially. Its offer mechanism is indeed easier for users to use and understand. 4. The latest issue of op-tech contains a lot of content about post-quantum, such as: ◾️ Jonas Nick detailed a specific hash-based quantum-resistant signature algorithm in Delving Bitcoin. ◾️ Iulio Golinelli posted a proposal to create a fork to enable Falcon signature verification for Bitcoin. The Falcon algorithm, based on lattice cryptography, requires approximately 20 times the on-chain space of an ECDSA signature, while its verification speed is about twice that of an ECDSA signature. It is one of the smallest post-quantum signature schemes proposed for Bitcoin to date. I will analyze every piece of op-tech content from 2026 and maintain weekly updates. 5. Regarding value storage, currently only BTC firmly occupies this narrative, even with the recent increase in discussions about the "BTC value storage narrative being broken." ETH may have a chance, but it's not yet visible because it's based on the assumptions of "future global financial activity" and "the need for active on-chain economy to ensure the total supply doesn't inflate." 6. I have some skepticism about recent autonomous AI. It's certainly useful; I use it myself. However, I'm not optimistic about its long-term use for speculation. Many seem like artificially designed games, merely pretending to be autonomous. 7. Dollar-cost averaging $BTC Pyramid betting method #BTC #RGB #LN #AI