Cardano 计划投入 8000 万美元资金以实现比特币流动性，以实现到 2030 年 30 亿美元的 DeFi 目标
Burns Brief
卡尔达诺社区已正式批准猎户座基金的第一笔资金，这是一项风险投资式的举措，旨在将比特币流动性纳入其去中心化金融（DeFi）生态系统。市场情绪正在转为积极，交易员和分析师指出，未来几个交易日可能出现后续势头。观察 BTC $ADA 的反应 - 高于或低于关键水平的决定性走势将确认下一个趋势。
The Cardano community has officially approved the first tranche of the Orion Fund, a venture-style initiative designed to bridge Bitcoin liquidity into its decentralized finance (DeFi) ecosystem. The governance vote unlocks 50 million ADA from the network's treasury, marking a pivotal shift in how Cardano funds its long-term economic expansion. The approval, which cleared required thresholds from both delegated representatives (DReps) and the Constitutional Committee, takes effect at epoch 624. It initiates a $15 million deployment, which is the first phase of an $80 million total target, managed by blockchain venture firm Draper Dragon, with Draper University acting as an acceleration partner. Unlike the network's existing Project Catalyst, which relies on a grant-based model, the Orion Fund represents Cardano’s first foray into taking direct equity and token positions in ecosystem startups. Why this matters This marks a structural shift in Cardano’s growth strategy. Instead of expanding from within, the network is now targeting Bitcoin’s largely inactive capital base as its primary source of liquidity. Success would materially expand its DeFi footprint. Failure would reinforce concerns that its ecosystem remains too small to compete for cross-chain capital. Bridging a $3 billion gap The fund is the centerpiece of Cardano’s ambitious roadmap to cultivate a $3 billion on-chain economy by 2030. With the network's total value locked (TVL) at around $137 million, the blockchain network developers and community members have acknowledged that purely organic, internal growth is no longer sufficient. Instead, the strategy pivots to “scale asymmetry” by targeting the largest pool of dormant capital in the digital asset space: Bitcoin. A March 2025 report from Binance Research estimated that only about 0.79% of Bitcoin is currently utilized in DeFi applications. Yet, the addressable market for “BTCFi” is massive, potentially reaching $31.9 billion if adoption mirrors the his
Key Takeaways
- The Cardano community has officially approved the first tranche of the Orion Fund, a venture-style initiative designed to bridge Bitcoin liquidity into its decentralized finance (DeFi) ecosystem
- The governance vote unlocks 50 million ADA from the network's treasury, marking a pivotal shift in how Cardano funds its long-term economic expansion
- The approval, which cleared required thresholds from both delegated representatives (DReps) and the Constitutional Committee, takes effect at epoch 624
- Why this matters This marks a structural shift in Cardano’s growth strategy
- Instead of expanding from within, the network is now targeting Bitcoin’s largely inactive capital base as its primary source of liquidity