Arch’s Bridge-Free Bitcoin DeFi, Tokenized Stock Showdown, Asian Corporate BTC Boom & 2025 DeFi Lending Trends

Arch Network launches a bridge-free Bitcoin DeFi environment via ArchVM, combining Solana’s eBPF VM, DAG-based parallel processing, dPoS consensus and FROST/ROAST threshold signatures. Native Bitcoin DeFi apps like Saturn DEX, Autara Finance and Bump are already on testnet. Arch’s model may drive on-chain fee volume post-mining subsidy, bolstering Bitcoin’s sustainability. In US stock tokenization, three models vie for dominance: Robinhood’s B2C derivative contracts under MiFID II; xStocks’ SPV-backed SPL tokens on Solana for open composability; and StableStocks’ licensed broker agent model offering a “DeFi-lite” playground. All face liquidity, rights and centralization challenges. Five Asian public companies are rapidly expanding BTC treasuries: Next Technology (5,833 BTC), Canaan-backed miner (4,679 BTC), Boyaa Interactive (3,416 BTC), Nano Labs (1,000 BTC) and DDC (588 BTC), signaling growing institutional Bitcoin demand in the region. The 2025 DeFi lending market tops $120 billion in deposits and $50 billion in loans. Aave leads with $65 billion deposits and $27 billion loans. Morpho, SparkLend and Kamino follow. Stablecoins and ETH liquid staking tokens dominate collateral. Multi-chain expansion sees Kamino on Solana and Morpho on Base gaining ground. In a Jackson Hole interview, Arthur Hayes predicts an autumn pullback and sets a long-term ETH target of $10,000–20,000, underlining resilient market fundamentals. These developments—from Bitcoin-native DeFi and tokenized assets to corporate treasury strategies and DeFi lending leadership—underscore a bullish outlook for crypto markets.