Mark yu

Hi I'm Mark

[Mark yu @Markymarco34]

I know this situation may be frustrating and exhausting, so I genuinely appreciate you taking the time to respond personally as a founder. It means a lot to the community.
I’m not trying to add more pressure. I’m just asking you to stay with us a little longer while we work through these remaining concerns together. Thank you for continuing to engage.

[Mark yu @Markymarco34]

@yeondumand Sorry, I can’t provide financial advice or make investment decisions for you.

[Mark yu @Markymarco34]

STX Update

PoX-5 activation unlocked previously stacked STX. Holders must restack before Bitcoin block 962,050, estimated around Aug. 12, to continue earning rewards.

This may temporarily increase sell-side supply, while rapid restacking would reduce that risk.

📍 Aug. 2, 2026, 07:46 KST
Upbit KRW-STX: ₩198

Key levels: ₩193–195 support | ₩200–203 recovery | ₩208–215 expansion

No new Binance or Upbit delisting or monitoring-tag update confirmed.

Not financial advice.

[Mark yu @Markymarco34]

$STX | 07:46 KST
Upbit ₩198 (~$0.14) | Kraken ₩196.7

Positive: 4H Williams A/D turning up; RSI 47.2 and MACD improving.

Negative: weak volume, Stoch RSI 78.4, price below key MAs.

Trigger: ₩200–203 (~$0.141–0.143)
Risk: <₩193 (~$0.136)

Info only. Not financial advice.

[Mark yu @Markymarco34]

I analyzed trading-volume rotation across 9 altcoins, including BONK, ERA, SHIB, ONDO and SAND.

Conclusion: capital rotation between tokens is clearly visible.

However, the claim that each token rises 20–30% from the bottom before capital moves elsewhere is not supported.

Combined volume across the 9 tokens was nearly flat, rising only from KRW 48.0B to KRW 52.7B.

But market-share leadership shifted sharply:

BONK 75–78%
→ ERA 49.7%
→ SHIB 63.1%
→ ONDO 65.7%

The pie barely grew. The slices were simply redistributed: a zero-sum rotation.

The rebound sizes ranged from 6.5% to 127.6%. Only PEPE landed in the proposed 20–30% range.

So:

✅ Rebound followed by major retracement: supported
❌ Fixed 20–30% rotation rule: not supported
❓ One coordinated player rotating the capital: unprovable from OHLCV and volume alone

STX does not yet appear to be a confirmed beneficiary of this rotation.

Its Jul 24 volume spike was driven by the Binance Monitoring Tag event, not organic rotation. STX currently holds only about 2% of the group’s volume, and no reliable lead-lag sequence points to STX as “next.”

Its 7.9% rebound looks more like a technical bounce after oversold conditions than confirmed rotation inflow.

Disclaimer: This post is for informational and educational purposes only and reflects personal analysis and opinion. It does not constitute financial advice or a recommendation to buy, sell, or hold any asset. All investment decisions and related profits or losses are the sole responsibility of the individual investor.

[CallMeHunch @CallMeHunch]

We must harden Bitcoin and decentralize it on the L2 via Stacks $STX. There is no other chance at this point.

[Mark yu @Markymarco34]

Dear Stx holders

I am not in any special position, nor do I claim to speak for everyone.
But as the CLARITY Act approaches, I believe there are two common ways retail investors’ judgment—and ultimately their holdings—can be shaken:
traditional FOMO, and FUD that exploits fear and exhaustion.
2/5
The first is traditional FOMO:
“We’re about to take off.”
“Everyone will leave without you.”
“This is your last chance.”
In a way, these accounts are helpful. They almost seem to be begging us to recognize them as spam and block them.
Seeing people still lose their judgment to this kind of pressure makes me angry—but lately, it also makes me feel sad for them.
3/5
The second is capitulation through FUD.
It takes a confirmed risk, attaches an unconfirmed conclusion to it, and repeats:
“It will be delisted.”
“It is all over.”
“No one will take responsibility.”
One side uses greed to make retail buy late.
The other uses fear and exhaustion to make retail sell at their weakest moment.
4/5
But what I truly want to say is not really about the market.
Even though things may be difficult, please take care of the people around you—especially your family.
Perhaps losing money alone would be easier to bear. But we all know that what often hurts most is not the amount lost. It is the guilt we feel toward the people who stayed beside us.
5/5
In markets, discipline and emotional control are essential.
But when that discipline turns into an obsession with “recovering everything,” it can pull us even deeper into the trap of chasing losses.
Let us take care of our families. I will do the same.
I may never have met most people in this community, but I sincerely pray that you and your families are always surrounded by good fortune, peace, and happiness.
@Stacks

[Mark yu @Markymarco34]

I know this situation may be frustrating and exhausting, so I genuinely appreciate you taking the time to respond personally as a founder. It means a lot to the community.
I’m not trying to add more pressure. I’m just asking you to stay with us a little longer while we work through these remaining concerns together. Thank you for continuing to engage.

[Mark yu @Markymarco34]

Binance tightened STX risk controls on Jul 31: collateral ratio 30%→10%, 5x STXUSDT cap $750K→$250K, and 4x cap $1.5M→$500K. First-order impact is bearish: deleveraging. But not one-way—limits hit longs and shorts, potentially raising upside squeeze risk. Not a delisting notice.@binance

[Mark yu @Markymarco34]

Thanks for clarifying. Is the CMC Top 100 explanation based on direct feedback from Binance or Bitget, or is it an inference?
Their public notices do not mention CMC ranking as the reason. Binance reduced STX’s collateral ratio from 50% to 30% in May and then from 30% to 10% in July, while also applying the Monitoring Tag under a broader set of review criteria. Bitget separately reduced its ratio from as high as 60% to 10%.
Clarifying the source would help holders understand whether this was simply a mechanical market-cap ranking trigger or part of a broader liquidity and risk review.

[Mark yu @Markymarco34]

STX (KRW) real-time chart check · Aug 1, 17:38 KST

Price: 198 KRW (recovered from 52-week low of 190)
Trigger 2/4: 190 support held ✅ / 197-200 reclaim ✅ / 200-203 hold ✗ / volume confirmation ✗
Absorption: band width 1.02% (threshold 1.00%) — narrowly missed, 8h+ tight range
Regime: still headwind, bull-case capped at 40%
Invalidation: 4h close below 195

Based on chart structure + latest news (PoX-5 activation, CLARITY Act developments).
Not a confirmed bottom yet — close-watch zone.

@Stacks (not financial advice)

[Mark yu @Markymarco34]

@mrwagmibtc Check the date please.

[Mark yu @Markymarco34]

@Stacks

[Mark yu @Markymarco34]

Bitget has reduced STX’s Unified Trading Account collateral ratio from as high as 60% to 10% for holdings of up to 1,000,000 STX. Holdings above 1,000,000 STX now receive a 0% ratio.

This is not a delisting or a suspension of spot trading. However, it is a significant tightening of STX’s treatment as collateral and may increase margin and liquidation risk for affected users.

Source: Official Bitget announcement

@bitget

[Mark yu @Markymarco34]

@Stacks

[Mark yu @Markymarco34]

I agree that those are meaningful technical achievements, and I’m not dismissing the progress that builders have made.
But that is exactly why the original question still matters. If the technology and functionality are stronger than ever, why has market confidence continued to deteriorate, and what are the concrete near-term plans to change that?
The question is not whether Stacks has shipped technology. It clearly has. The question is how that progress will translate into measurable demand for STX, stronger liquidity, holder confidence, and greater market resilience especially ahead of Korea’s 2027 crypto tax implementation.
Korean holders are also asking how the team views the potential volatility and capital movement before the tax regime begins, given Korea’s importance to STX spot liquidity.
The idea that the market may be positioning around future legislation is interesting, but it is still speculation. It does not replace a direct explanation of the team’s priorities for the next three to six months.
So I appreciate the builder perspective, but the technical roadmap and the market-accountability question are related (not interchangeable.)

[Mark yu @Markymarco34]

Dear Muneeb and Alex,
I would like to explain why the relationship between Korean STX holders and the Stacks leadership has inevitably become increasingly strained.
Korean investors are not a peripheral part of the STX market. Korean exchanges have often represented a dominant share of STX spot liquidity—at times reportedly close to 80%. Whether the exact figure on any particular day is 80% or somewhat lower, the central point remains the same: Korean holders and traders have provided a disproportionately large share of STX’s real spot-market liquidity.
Despite this, many Korean holders feel that their concerns are repeatedly answered with the same long-term vision and roadmap.
The problem is not that Korean investors fail to understand the long-term potential of Stacks. The problem is that STX has been declining for nearly two years and is now trading below $0.20. At this price level, it is extremely difficult to persuade holders simply by explaining what the network may become several years from now.
There is also a specific deadline facing Korean investors.
Under Korea’s current tax framework, beginning on January 1, 2027, virtual-asset gains above the annual exemption will be subject to a 20% national tax, or 22% including local income tax. Korean holders are therefore facing a concrete financial and regulatory change, while the leadership continues to emphasize plans whose benefits may only become visible much later.
No one is asking the team to guarantee the price of STX. We understand that no development team can control the market.
However, price cannot simply be treated as irrelevant.
Price represents market confidence, liquidity, accessibility, investor trust, and the market’s judgment of whether execution is producing real value. After nearly two years of decline, repeated delays and disruptions, and a price below $0.20, repeating the long-term vision alone is no longer sufficient.
Korean holders need clear and measurable near-term accountability, including:
Transparent communication regarding the Binance Monitoring Tag
A clear explanation of token issuance and future supply pressure
Measurable evidence of PoX-5 stability and adoption
Better communication with exchanges and the Korean community
Concrete three-to-six-month milestones for restoring market confidence
The tension between Korean holders and the leadership does not exist because Korean investors are impatient or incapable of understanding the technology.
It exists because Korean investors have supplied a significant portion of STX’s liquidity, endured an extraordinary decline, and are now approaching a new tax regime—while repeatedly hearing the same distant promises.
Please engage directly with the Korean community and acknowledge the current market reality openly.
You cannot convincingly explain a distant future while STX is trading below $0.20 without also explaining what will be done in the near term to restore trust.
This is not hostility toward Stacks.
It is frustration from one of the most economically important communities in the STX market.
Trust cannot be rebuilt through vision alone. It requires execution, transparency, accountability, and respect for the time and capital of holders.
@muneeb @Stacks @alexlmiller

[Mark yu @Markymarco34]

Fair clarification. I was not claiming that CLARITY requires a target distribution percentage or that 49% is something projects need to achieve.
My point was about Korea’s importance to STX spot liquidity, the possible volatility surrounding the 2027 tax transition, and the need for clearer near-term communication. That market-structure concern is separate from the legal decentralization threshold.

[CyrilXBT @cyrilXBT]

this is f**king insane

Jack Dorsey just open-sourced the operating system for the one-person business.

A free GitHub repo.

14.4K stars in days.

Here's what it actually does:

→ Self-host your own server
→ Channels, search, git, automation — all in one place
→ Add an AI agent to a channel like a teammate
→ Scope its permissions, let your team steer it live

No SaaS subscriptions.

No vendor lock-in.

No $500/month tools you barely use.

Just you, your agent, and full control.

This is what the future of solo operations looks like.

Save this before it blows up.

[Grayscale @Grayscale]

Grayscale Investments, the world’s largest digital asset-focused investment platform¹, just sent a letter to the Senate requesting a floor vote on the CLARITY Act before the August recess.

"Senators and staff across the aisle have spent months addressing hard questions about jurisdiction, investor protections, and developer safeguards. The framework that emerged protects investors, shields legitimate developers from overreach, and provides the certainty Americans deserve."

After months of bipartisan work, the industry is ready for CLARITY.