Dialogue GOAT Network core contributor Kevin: From BitVM2 main network to BTC-level benefits, revealing the next outbreak cycle of Bitcoin Layer2

"PingFang SC, Helvetica Neue, Helvetica, Arial, Hiragino Sans GB, Heiti SC, e-mail, WenQuan Yi Micro, sans-serif;" Guest: Kevin, GOAT Network core contributor:  /em> /br/>em>  
 
 
"DO YOU THINK THAT BITCOIN CAN REALLY GET HIS "OP MOMENT" LIKE THE TAIFENG?"
Kevin laughed, "We're paving the way for that moment."
 
Bitcoin's “sleep mobility” is waiting to be awakened when listed companies and institutions successively incorporate bitcoin into the balance sheet。
 
As ZK Rollup, the first real-time proof of the Bitcoin ecology, GOAT Network recently released a complete road map for the post-TGE, with a clear goal of making bitcoin truly mobileI don't know。
 
The road map systematically outlines the strategic configuration from the fourth quarter of 2025 to 2026, and is organized around three main directions: product, ecological and institutional. In the fourth quarter of this year, GOAT will focus on refining the product matrix and accelerating ecological construction: in addition to the zero-risk-benefit product, Safebox, key nodes such as the DOGE primary cross-chain bridge and the completion of the upgrade of the BitVM2 main network will be launched. At the ecological level, the project will establish a new Eco-Development Fund for the expansion of BTCFi applications, focusing on such applications as incubation of sustainable contracts and forecasting markets, and promoting ecological participation through a range of community activities。
 
Looking ahead to 2026, GOAT Network's goal is to “activate sleeping BTC mobility” - provide institutional investors with a sustainable Bitcoin asset value-added programme by building a secure and transparent revenue architecture。
 
Along with this series of strategies, ChainCatcher invited Kevin, the core contributor to GOAT Network, for an in-depth dialogue. Kevin is also a co-founder of Metis, an eco-critical infrastructure of the ETA, with extensive field experience in areas such as ZK and expansion。
 
In this interview, he will systematically describe how GOAT constructs a sustainable ecology of Layer2 Bitcoin through a three-wheel drive of product, eco- and institutional-end layout, and share judgement on key nodes of the race track and future trends。
 
Drive ZK Rollup from experiment to production stage
 
1. ChainCatcher: In the previous period, GOAT Network had completed the TGE, recalling that the project had evolved to meet your expectations during the entire period from project formulation to TGE. What important milestones do you think you have accomplished
 
Kevin:Looking back at the GOAT Network from project creation to TGE for more than two years, we moved slightly faster than expected. In particular, we have maintained a robust pace and sustained delivery capacity, in parallel with the two main lines of the economic model。
 
Over the past two and a half years, we have achieved several key milestones:
 
With the self-study zkMIPS (later renamed Ziren) at its core, we have built the fastest production-grade zkVM in the current industry; in the challenge model, we have successfully explored and advanced the development of BitVM2 and have taken the lead in this area, providing a viable basis for the cross-layer interaction of the original BTC
 
In the meantimeWe were the first to launch the decentrization network in the Bitcoin ecology, and it is still the only one that allows Layer2 to move away from single-point operations and to structurally inherit the decentrization of Bitcoin on the second level。
 
IN ADDITION, WE HAVE INTRODUCED A SYSTEM OF INCENTIVES DENOMINATED IN ORIGINAL BTCS, WHICH CUMULATIVELY DISTRIBUTES MORE THAN TWO BTCS TO COMMUNITIES AND SOME USDT INCENTIVES, ALL OF WHICH ARE REAL ASSETS, NOT VIRTUAL POINTS. THESE RESULTS PROVE THAT WE HAVE NOT ONLY ACHIEVED TECHNOLOGICAL INNOVATION, BUT HAVE ALSO BUILT LONG-TERM SUSTAINABLE SYSTEMS AT THE ECONOMIC AND COMMUNITY LEVELS。
 
2. ChainCatcher: GOAT has been emphasizing itself as the first real-time real-time proof ZK Rollup? Why could it be the first real-time proof of origin, ZK Rollup? How did you do that? What does it mean to be achieved
 
Kevin:The reason we call GOAT the first real-time certificate of origin, ZK Rollup, is that we have a real-time certificate of withdrawal from the user and a strict (worst case) limit the time of generation of the withdrawal to 30s. This “real-time proof” is a real breakthrough in ZK technology。
 
The key to this is Ziren's high-performance structure. It operates efficiently at the CPU end, supports the GPU hardware acceleration, supports parallel certification and flow line movement, and expands the distributional certification network. Together with the challenge arbitration mechanism of BitVM2, we have made all the results verifiable at the level of the Bitcoin main network。
 
For users, this means lower delays and faster finality, which further enhances the efficiency of their assets; for developers and eco-projects, this represents a formal move from the experimental phase to the production-level application phase of ZK Rollup。
 
Q4 CORE OBJECTIVE: TO MAKE BITCOIN TRULY MOBILE
 
3 ChainCatcher: The technology upgrade and product release of Q4 in the road map is very intensive, e.g. BitVM-GC Test Network, BitVM2 Beta-Mainnet, Ziren GPU Priver Open Source, DOGE Cross Chain Bridge, etc. What is the key purpose behind these upgrades? Which one is your highest priority
 
Kevin:THE ROAD MAP OF Q4 CAN BE DESCRIBED AS OUR MOST INTENSIVE SEASON TO DATE, WITH THE CORE OBJECTIVE OF MAKING BITCOIN TRULY “MOBILE”。All upgrades and product releases are carried out in three directions:
 
The first is to make the inter-layered BTC transactions faster and safer; the second is to reduce the cost and delay of ZK certification to a level that supports large-scale applications; and the third is to improve the decentrization structure of Sequencer to ensure that it is auditable, verifiable and participatory. If the highest priority is to be chosen for these tasks, it will undoubtedly be BitVM2 Beta-Mainnet. It determines the ultimate security of our interaction across the BTC layers, and it is the key to whether the entire ecology can truly achieve free movement of primary assets。
 
4 ChainCatcher: Specifically, what do these important technological upgrades mean by the release of BitVM-GC white papers and testing networks and the release of Ziren GPU Proover open source
 
Kevin:The release of the BitVM-GC White Paper and the Test Network marked the systematic optimization and engineering of complex “challenges and arbitration mechanisms” through cutting-edge technical research。
 
The opening up of the White Paper means that communities and other development teams can build on this basis to undertake standardized security audits and the re-establishment of functionality, thereby lowering the entry threshold of the Bitcoin Layer2。
 
The open source of Ziren GPU Prover, on the other hand, allowed ZK to demonstrate that the resulting efficiency and cost control had reached a new height. The open source is not just technology-sharing, but also a signal — we want to optimize the participation of more developers through open cooperation, working together to improve the zero-knowledge proof infrastructure of bitcoin。
 
Can ChainCatcher: Safebox elaborate on the source of its proceeds as a “zero-risk” initial bitcoin revenue product? Why can it be “zero risk”
 
Kevin:SafeBox is the first product in the current market to realize primary BTC gains and “zero risk”。
 
IT CAN BE “ZERO RISK” BECAUSE IT (I) RELIES ON THE TIME-LOCKING SCRIPT OF THE BITCOIN MAIN NETWORK, AND USERS CONTROL THEIR OWN ASSETS; AND (II) DOES NOT PARTICIPATE IN ANY EXTERNAL RE-COLLATERALIZATION OR HIGH-RISK STRATEGY, BUT RATHER GENERATES BENEFITS FROM THE BUILT-IN ECONOMIC CYCLE BASED ON THE GOAT OWN NETWORK。
 
In particular, the proceeds come mainly from three components: the distribution of Gas fees for network transactions, the sharing of MEV (maximum recoverable value) revenues, and ecological returns linked to miners ' incentives. These revenues are realized through a chain-based and legislating distribution that is not dependent on secondary market currency inflation and therefore has a very low risk exposure。
 
6 ChainCatcher: The road map mentions that user incentives will also be upgraded, and in your open letter you also stress that GOAT is making real incentives and has allocated two BTCs. What are the unique ways in which you can share real incentives
 
Kevin:We have been emphasizing “real incentives” to mean that real assets are distributed to users and contributors, not virtual points or non-realized Token。
 
TO DATE, MORE THAN TWO BTCS AND SEVERAL USDTS HAVE BEEN DISTRIBUTED TO COMMUNITY CONTRIBUTORS TO REWARD COMMUNITY ACTIVITIES, VOLUNTEERS, EDITORS AND AMBASSADORS。
 
At the same time, we have established clearing mechanisms linked to contributions and rewards to ensure that incentives are proportional to actual ecological contributions. Through this model, we have built both community trust and sustainable incentive loops。
 
Eco-Development Fund to focus on BTCFi applications
 
7. ChainCatcher: How does the Q4 incentive differ from the establishment of 34 BTC-scale eco-prior funds that preceded it? You also mentioned that the latter stimulates ecological BTCFi applications. What are the qualities of the project that you value more when you screen and support it
 
Kevin:THIRTY-FOUR BTC ECO-LED PILOT FUNDS ARE PRIMARILY CHARGED WITH THE TASK OF “TRIGGERING”, WHICH IS USED TO INITIATE COLD START-UP AND EARLY ECOLOGICAL PROJECTS, WITH EMPHASIS ON USER EDUCATION, MOBILITY INTRODUCTION, ETC。
 
And..The Eco-Development Fund, which we will establish in Q4, will focus more on the expansion of the BTCFi application, especially projects that can generate sustained cash flows and real transaction needs. For example, durable contracts, forecasting markets, stabilization of assets agreements, etc。
 
WE VALUE THREE DIMENSIONS IN PROJECT SELECTION: SECURITY AND AUDIT TRACEABILITY, UNIT INCENTIVE EFFICIENCY (I.E. THE RATIO OF INPUT TO TVL OR TRADE VOLUME OUTPUT), AND TEAM LONG-TERMISM AND TRANSPARENCY。
 
ChainCatcher: What are the ecological landscapes that have landed? What do you think of the BTCFi applications
 
Kevin:At present, our ecological applications include:"Earn, Trade, Play"I don't know。
 
For example, in the case of Earn, there are SafeBox, Artemis Staking, StableJack, Summer, interest-bearing products for different risk-oriented users, which can also form a circular looping strategy to facilitate high-level arbitrage
 
In the case of Trade, the basic DEX includes OKU, GOATSwap, and the latest is Perps GOATUP
 
On the Play side, the One Pierce campaign product, the Lucky Draws System, GOATracket and others offer users many opportunities to play and earn. Looking ahead, we look to the direction of the BTCFi, particularly derivatives trading, forecasting markets, liquidation and stabilization of assets agreements. These directions not only have clear business models, but also lead to more transactional activity and network security。
 
9. ChainCatcher: The road map highlights the priority given to incubating sustainable contracts and predicting markets. Why these two directions? What do you think are the unique advantages or opportunities in bitcoin Layer2 compared to doing it on the table or other chain
 
Kevin:Our preference for sustainable contracts and markets is because they are the scene that best reflects Layer2 ' s technological advantages. Continued contracts require extremely high settlement speed and financial efficiency, while projected markets are extremely demanding for real-time and safety. These applications are often limited to high-Gas and slow recognition in chains such as the Ether Workshop。
 
In GOAT, with real-time proof and low-delayed Sequencer structures, we can achieve near-immediate settlements while safeguarding the security of the BTC primary level. In addition, these two types of applications are the core engines that drive the BTC ' s ecological mobility, providing real trade dynamics to the BTCFi ecology, since users can actually earn Bitcoin, which cannot be achieved in other ecosystems。
 
THREE CHALLENGES WILL BE MET. BITCOIN'S ECOLOGY WILL BE AT "OP TIME."
 
10 ChainCatcher: What do you think about the trend of listed companies building a Bitcoin bank? What's it gonna do to build BTCFi? What are the new demands
 
Kevin:The increasing number of listed companies and institutions that are incorporating bitcoin into their balance sheets is an irreversible trend. It not only shows that bitcoin's position as a reserve asset has been strengthened, but also that it's not the sameTHIS MEANS THAT THESE HOLDERS WILL GENERATE NEW DEMANDS — HOW TO GENERATE BTC GAINS WITHOUT INCREASING RISK。
 
It is for this reason that GOAT was created to provide institutions with an auditable, retroactive, complianceable BTCFi base by decentralizing Sequencer, a transparent revenue model and the original BTC-denominated economic system. This will help them to add value to their assets within secure borders。
 
11 ChainCatcher: GOAT refers to the activation of the “Sleep BTC” held by ETF, the Sovereign Fund, but large institutions are also the most cautious group. Can we share some of their specific needs for BTCFi? How is GOAT combating the barriers to trust in these institutions? What key cooperation has been achieved
 
Kevin:The concerns of the institutions are mainly focused on technical security, sustainability of benefits and compliance. To that end, we start with three approaches: technically comprehensive open-source key components and the introduction of third-party security audits; economic substitution of inflation incentives with internal cash flows centred on Gas, MEV and miners ' incentives; and compliance interface with custodians, wind control agencies, providing reportable, verifiable data interfaces. Currently, we have initiated programme validation and interfaces with a number of hosting and trading institutions, and the next phase will gradually disclose concrete results of cooperation。
 
12 ChainCatcher: What do you think is the real progress of Bitcoin's ecology if, after more than a decade, the community of encrypted “prying” the mobility of its assets, starting with Vitalik in 2012? What is the biggest change in these two years
 
Kevin:Bitcoin ecology has been explored for more than 10 years since Vitalik introduced the concept of colour currency in 2012. Real progress lies in the emergence of “valitable cross-layer interaction” and “zero-knowledge infrastructure at the production level”。
 
The biggest change in the last two years has been that bitcoin Layer2 has finally moved from experimental to engineeringThe maturity of the BitVM2 and ZK certification systems has enabled Layer2 to have low-cost, high-security operational capabilities; at the same time, the need for “bTC profitability” has been made urgent by the increase in institutional currency holding, which has provided the soil for the development of BTCFi。
 
13 ChainCatcher: Bitcoin’s ecology is now in a low-profile valley, with many BTC Layer2 fading away and partial diversion to AI. What kind of pressure does BTC Layer2 generally face at this stage? How did GOAT get over it
 
Kevin:At present, the entire Bitcoin ecology is at a relatively low level of interest, with some projects opting for AI or other hot spots. However, we believe that the real Layer2 infrastructure must be invested in the long term and must not be shaken by short-term market fluctuations。
 
GOAT has chosen the hardest but most valuable path: we have continued to grind the bottom technologies, perfected the Ziren zkVM and BitVM2 main networks, while maintaining real incentives and primary economic models to ensure sustainable ecological development. This long-termism is fundamental to our resistance to the market cycle。
 
Of course, this cannot be achieved without the firm support of the community, and the love and support of the community, investors and partners have been deeply felt for more than two years in the development of GOAT Network, which is also a driving force for us to move forward. We are determined to make the flagship brand of Bitcoin L2。
 
14, ChainCatcher: GoAT's interview mentioned that Bitcoinlayer 2 needs an "OP" moment like the one at the Ether. When do you expect the bitcoin Layer2 "OP" time to arrive? What are the key challenges that need to be overcome before that happens
 
Kevin:In my view, Bitcoin’s “OP moment” will come when the original BTC can easily cross into Layer 2, prove widespread application in real time, Sequencer is decentrized, and institutions begin to include BTCFi in asset allocation。
 
To achieve this moment, we still need to cross several key challenges:The first is to refine the BitVM2 challenge and arbitration mechanism; the second is to further reduce the cost and delay of ZK certification; the third is to achieve a true decentrization and incentive balance of the Sequencer network; and the last is to promote a comprehensive ecological landing for compliance, hosting and application. When these links are made one by one, the Layer2 ecology of Bitcoin will be transformed and GOAT will be one of the core infrastructure of this new cycle。