This fee environment will be a test for some bitcoin-only companies. Those that subsidize on-chain fees for their users’ withdrawals will likely have to start charging.

Reply to this note

Please Login to reply.

Discussion

Or implement LN :) ...

Absolutely, that too.

But many will want to stack and move to cold storage, LN doesn’t help that use case.

#[3]​ seems well positioned here since: They’ve got pretty substantial lightning nodes and already require users to pay for their own on-chain withdrawals.