#资产代币化 A key signal has been observed: Zeus's technical solution on Breakpoint brings the institutional-level custody issue of UTXO assets to the forefront.

The core bottleneck for Bitcoin entering the Solana on-chain capital market is not liquidity, but infrastructure. Behind the peak liquidity of 513BTC previously observed, the real limitations are—high costs, closed processes, and the inability to natively support Solana execution in large UTXO custody systems.

Zeus's MPC framework approach is worth noting: without compromising institutional security standards, it enables non-custodial vault management and cross-chain asset transfer through native UTXO design. This directly addresses the "asset idle" dilemma faced by traditional institutional Bitcoin reserves—idle Bitcoin cannot participate in on-chain yields, and transferring to DeFi introduces custody and centralization risks.

From a data perspective, if this solution can be implemented, it theoretically unlocks a huge incremental market: the amount of idle Bitcoin held by global institutions far exceeds current on-chain liquidity. The key factor is the progress of MPC tool development—this determines the time window from blueprint to actual capital inflow.

Follow-up monitoring is needed: firstly, the performance data of UTXO MPC testnets; secondly, the onboarding trends of early institutional clients; thirdly, when new applications based on UTXO within the Solana ecosystem will launch. In the asset tokenization direction, breakthroughs at the infrastructure layer often quickly propagate to upper-layer applications.