Personal research project — paper-testing & tuning, not raising capital.
Beyond stablecoins · assessed, not held

BTC lending, visualized

On-chain BTC lending pays ~0% APY — and that is the truth, not a bug. BTC is barely borrowed on-chain (utilization ~2-6%), so the supply rate is near zero. We monitor it read-only and refuse to pretend otherwise.

ADVISORY · READ-ONLY TIER T2 NOT LIVE-ALLOCATED

The one picture

On-chain BTC yield ≈ 0 — and that's the truth

BTC supply APY (safe wrappers)

~0–1.2%

Not dressed up. The adapter band accepts 0-5%; anything above that on "safe" BTC lending is rejected as an anomaly.

Why so low: BTC is barely borrowed

A lender only earns on the borrowed fraction. If ~2-6% is borrowed, the yield is ~0. Stablecoins are borrowed eagerly (utilization in the tens of %) — that's why stables pay ~4.5% and BTC pays almost nothing.

What we do NOT do

We do not fabricate a BTC yield. We don't "find" an 8% BTC APY via points-restaking, we don't blend airdrops into the rate, and we don't show WBTC as safe. The honest ~0% is the whole point of this page.

What we monitor

Two safe wrappers — read-only

In BTC-DeFi the real risk is the wrapper (bridge / custody / governance of the wrapped token), not the APY. So we track exactly two: one decentralized, one regulated. Live figures come from the adapters (fail-closed).

TBTC Decentralized

tBTC Lending

APY (live)

~0%

TVL (live)

Status

ADVISORY

Threshold ECDSA signer group — no single party can move funds. Lowest wrapper SPOF.

CBBTC Regulated

cbBTC Lending

APY (live)

~0%

TVL (live)

Status

ADVISORY

Coinbase — a single US-regulated public company. Regulated, but single-entity custody.

source: static / offline · /api/adapters · APY may read 0% — expected & correct

Refusals — the honest risk reasons

What we excluded, and why

A higher advertised BTC "yield" almost always comes from a riskier wrapper. We refuse it by name.

WBTC EXCLUDED

Governance overhang: the BitGo → BiT Global custody transition + Coinbase delisting. Not held as primary collateral.

LBTC EXCLUDED

Restaking "extra" yield is points / airdrop-driven leverage on the bridge, not contractual yield. Rejected.

How we hold it

Read-only / advisory — the guardrails

Property Value What it means
Domain READ-ONLY Feed only — never writes execution state, no allocate()/withdraw().
Flag IS_ADVISORY Simulate / monitor. Never allocates live capital, never touches the go-live track.
Tier T2 Lending + wrapped-BTC bridge / custody risk.
APY band 0% … 5% 0% is a legitimate, expected read. >5% on "safe" BTC = anomaly → rejected.
TVL floor ≥ $5M Below this it is not considered (the same RiskPolicy floor).

The bottom line, honestly

BTC is an exposure diversifier, not an on-chain yield source. As long as BTC is barely borrowed, the honest answer is ~0%. We show exactly that, and we frame BTC as a strategy we assess, not one we hold for yield.

⚠ Personal Research Project: SPA is a personal research project in paper validation and tuning. Not a regulated financial service. Not raising capital. Not investment advice.

Paper Trading Disclosure: All performance data reflects simulated trading on a virtual $100,000 USDC portfolio. Current paper APY: ~3.6% (variable, not a forecast). Simulated performance does not account for live slippage, liquidity impact, or smart contract execution risk. We reset our own track: only days with a real cycle log count (currently 10/30, anchor 2026-06-22). Go-live target: ~2026-07-21 — contingent on GoLiveChecker 29/29 (currently 27/29 NOT READY). See /track-record.

Not a Regulated Service: SPA is a personal research project at the paper-testing stage. This does not constitute investment advice, financial advice, or a solicitation to invest in any jurisdiction. Consult qualified professionals before making investment decisions.

DeFi-specific risks: Smart contract vulnerabilities and exploits · Protocol insolvency · Stablecoin de-pegging · Oracle manipulation · Regulatory actions · Technology failure. Funds in DeFi protocols are not covered by any investor compensation scheme.