Replying to Avatar Amboss

What Happened in #Lightning? A Year in Review

2025 was a breakout year for the Lightning Network!

Public capacity smashed its all-time high (~$500M). Institutional liquidity poured in, protocol upgrades landed, and real-world adoption accelerated.

Here’s the recap 🧵

1/ Record Capacity Surge

• Public LN capacity hit a new ATH: 5,799 BTC in December (per Amboss data).

• Major exchanges ( Binance, OKX, Kraken, Bitfinex) added massive liquidity.

• Reversed 2025 dips – institutional confidence is back!

2/ Key Metrics

• Nodes grew +2.55% YTD (dipped mid-year, then rebounded)

• Average channel size increased → larger payment capacity

• Lightning grew at low cost, channel fees stayed flat

• Healthier channel closures: mutual ↑, forced ↓

• Liquidity deepened, LINER is a more accurate yield indicator

The network strengthened, setting the stage for larger, higher-volume payments.

3/ Institutional Milestone: BitGo + Voltage

BitGo now enables Lightning payments directly from qualified custody. Fast BTC transfers for institutions without running nodes. Huge for mainstream adoption!

4/ Exchange & Fintech Integrations

• 15% of BTC withdrawals on Coinbase via Lightning

• Revolut (50M+ users) and SoFi announced plans for Lightning integration.

Everyday payments getting faster & cheaper.

5/ Lightning-Native Yield

• Block/Square earning 9.7% yield routing LN payments

nostr:nprofile1qqsz4uq7p44arw0mh83agv2h6ezep7e8mnau403g0p99svhp00hms7cpzemhxue69uhkummnw3ezumtfd3hh2tnvdakz7qgwwaehxw309ahx7uewd3hkctcfs9cxu released Rails - Productizing Lightning yield for payment integrators

Payments aren’t just fast, they can generate yield.

6/ Merchant Adoption

• Steak ’n Shake launched LN payments

• Global chains & pilots pushing real-world use

• Square enabled 4M merchants to accept Bitcoin

• Cash App expanded Lightning usage for P2P and withdrawals

All these cases reinforce the Lightning Network as a payment rail at scale!

7/ Cross-Asset Payments Upgrade

Multi-asset payments are coming to Bitcoin (hello stablecoins!) Laying rails on a secure layer.

Lightning Labs released Taproot Assets v0.7:

• Reusable addresses

• Auditable supplies

• Better reliability

8/ Stablecoins on Lightning

Tether co-led $8M round in Speed – bringing USDT on Lightning via Taproot Assets.

Solving fragmentation: stable value + Lightning speed on Bitcoin.

The future of global payments?

9/ Infrastructure Wins

• Breez_Tech’s SDK onboarded dozens of apps, including bridging to Spark stablecoins

• Voltage powering enterprise solutions

• BitGo enabling institutional Lightning payments

Infrastructure powering smoother Lightning integration for apps and institutions.

10/ These were our standout stories for 2025 showing powerful ecosystem upgrades and the growing maturity of Lightning.

We’re looking forward to a strong 2026 that solidifies Bitcoin as the payment system for the world.

11/ 2026 Outlook:

Multi-asset flows, trillions in volume potential, broader integrations.

Which Lightning milestone are you excited for in 2026? Reply or repost with your thoughts!

Great, but just one problem, your zap is not working, haha.

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