2026-01-07 19:23:31

In the current BTC staking ecosystem, there is a rarely noticed supply dilemma. The Babylon protocol requires approximately 116 million baby tokens to support the existing 57,759 BTC staking positions (calculated at 20,000 baby/BTC), but the market circulation is only 690 million tokens, which means there is a shortfall of up to 470 million tokens.

This gap is being amplified by new ecosystem expansion. It is expected that in Q1 2026, the integration of leading exchanges and the testing and launch of mainstream lending protocols will attract more BTC into staking—yet the token supply supporting these inflows has not kept pace. Each subsequent wave of BTC entry will intensify this mismatch, becoming a key variable in whether the project can truly unlock liquidity.

BTC0,08%

BABY-4,71%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
9
Repost
Share

Comment

0/400

LiquidityWizard

· 4h ago

Baby, this gap is really huge, 470 million coins... When BTC truly explodes, will Baby still be able to hold up?

View OriginalReply0

SchroedingerGas

· 5h ago

Damn, is the gap for baby this big? With a circulating supply of only 690 million and still needing to fill 470 million... Isn't it going to collapse? Wait, can this wave of BTC staking really take off? It feels like the token supply can't keep up. The logic behind Baby is a bit flawed, right? How can it support such a large gap? A big wave of BTC will flood in by 2026. What will happen to the tokens? They might just crash. Honestly, I feel like this is a time bomb... Supply can't keep up with demand. No, how can this gap be filled? Printing more coins? Or... It's a bit desperate; the supply side is completely unprepared.

View OriginalReply0

BridgeJumper

· 01-09 19:36

Baby, this gap really can't hold anymore, 470 million tokens... If a large amount of BTC floods in in Q1 next year, the tokens won't be able to keep up at all. Isn't this just digging your own grave?

View OriginalReply0

GasBankrupter

· 01-09 02:33

Bro, the baby token gap is getting more and more exaggerated. Will Q1 2026 really be the explosion? Liquidity is always the biggest pitfall. Don't be fooled by the influx of BTC; if the tokens can't keep up, it's all for nothing. The supply side of this baby thing is a bit tight; it depends on how the subsequent unlocks go. Wait, will the allocation ratio be adjusted later? Something feels off. Can Babylon withstand this wave? The pressure seems quite heavy. With such a large token gap, are institutions really daring to enter? The risk is a bit high.

View OriginalReply0

CrashHotline

· 01-07 19:52

This is outrageous. Baby's supply gap is so large, yet they're still pouring BTC into it? Feels like digging a hole. --- 470 million gap... Wait, who will fill this hole? Rely on unlocking? --- Really, every wave of BTC coming in worsens the mismatch. This logic is a bit desperate. --- Why is the supply dilemma only being uncovered now? Why didn't anyone pay attention before? --- Honestly, if it's not resolved by Q1 2026, this track might blow up. --- Should Baby's allocation ratio be adjusted? Otherwise, just wait and see inflation.

View OriginalReply0

TheMemefather

· 01-07 19:51

Baby's gap of 470 million coins? This is basically a ticking time bomb. If more BTC comes in during Q1 2026, it will be even harder to hold on.

View OriginalReply0

WagmiOrRekt

· 01-07 19:49

Baby's supply gap indeed underperforms, with a 470 million gap waiting to be filled. --- Wait, with only 690 million in circulation, they want to support a new wave of staking? Feels a bit shaky. --- Could Q1 2026 be Baby's death sentence... the token still has to follow BTC. --- So this is a gamble on liquidity release? Or is it just a pure design flaw in token economics? --- No wonder no one is paying attention. Who dares to take on this position? The gap is too large.

View OriginalReply0

OldLeekConfession

· 01-07 19:49

The baby gap really can't hold up, 470 million tokens... Waiting for more BTC to come in next Q1, it will be so awkward then. --- It's the same old story of insufficient supply, and we're not even in 2026 yet and already seeing withdrawals? --- Babylon's move this time is probably digging its own grave. Why not release more tokens for circulation in advance? Only realizing it when expansion happens. --- The biggest risk in staking ecosystems is this kind of mismatch. BTC arrives but no tokens, and in the end, who will bear the brunt of this frustration? --- A 470 million gap... I think if it really gets filled, what will happen to baby’s price? --- Isn't this just poor inflation expectations? It happens every time. --- Once exchanges are integrated, it should start cooling down, right? There won't be so many naive investors rushing in.

View OriginalReply0

CryptoSourGrape