cubicray 🌊🟧

Exploring the intersection of blockchains, AI, society, and everything in between.

[cubicray 🌊🟧 @cubicray]

. @flow_blockchain

[Paul Graham @paulg]

It's so much more interesting focusing on things that are unfashionable, undervalued, overlooked. And there are so many of them! People are great at overlooking.

[muneeb.btc @muneeb]

A pattern I’ve seen lately:

People feel low morale and negative about Stacks, then they see me active here again and discuss their worries. I give my raw, unfiltered answers and they feel better.

Same fundamentals, different sentiment.

It’s like talking to the captain of a ship that is going through really choppy waters. If the captain says, “Yes, it’s choppy waters, but we’ll be fine.” You feel better than if the captain goes silent. Then you have no idea how bad the situation might get.

I was away from X not because of Stacks or the bear market, but some personal/family matters that are almost under control now. There was no mental space for the additional distraction of X during that time.

My personal view is that the worst of the bear market for Stacks is behind us. My family office has been going long all the way down in 2025 and 2026. The latest purchase was at $0.14. Not financial advice for you.

What I can tell you is the captain is here, willing to go down with the ship if ever needed. And I also dare to tell you, unfiltered, that the fundamentals are strong and the vision for a thriving on-chain bitcoin economy is intact; we’ve stood the test of time, and the industry doesn’t yet fully appreciate our innovations.

And yes, better waters ahead. Forward!

[muneeb.btc @muneeb]

The humble engineer.

A 2019 crypto “top-10” list featured Stacks and me, titled “the humble engineer”.

Years later, I’ve realized being overly humble can be a limitation, at least for a founder.

I remember reluctantly agreeing to being interviewed for this. I typically hate any top X for Y lists. Find them to be meaningless.

Turns out this featured Coindesk article would become a permanent lesson for me later in life that being overly humble is not a quality, at least not for a (crypto) founder.

A founder's main job is product vision (what to build), recruiting, strategy (how to win), and fundraising. Being bold and credibly selling the vision helps with all of it.

Being overly humble and staying in your lab building cool tech only goes so far. Yes, many great products spread by word-of-mouth, but a bold founder can massively accelerate the rate of growth. Accelerated growth is often the difference between life and death of a startup.

Being humble is both a cultural thing for me (Pakistani roots and family values) and a personal preference. I’d much rather do great work and let others notice (or not notice) the craftsmanship on their own.

After years, I’ve now actively started to change my default. I want to be the proud storyteller of our work. Shout it from the rooftops if I have to. If it makes me feel uncomfortable, so be it. We’re incredibly proud of what we’ve built at Stacks and how it can enable the next phase of Bitcoin’s growth.

I’d much rather be the blunt engineer, the bold engineer, the outspoken engineer. But I certainly don’t wish to be the “humble engineer” any longer. Forward!

[muneeb.btc @muneeb]

Upbit (Korea) confirmed that their Stacks network upgrade is already complete!

127 Bitcoin blocks to go. What is this upgrade and why is it imp?

A rambling post …

There have been two major launches in the history of Stacks. The original mainnet launch in 2021 and Nakamoto in 2024.

These resulted in peak STX market of $3 billion and $5 billion respectively. Both hit limitations and fell shy of reaching their full potential. The 2021 Stacks was slow and congested (running at Bitcoin speed of 10-40 mins), and the 2024 Nakamoto still relied on a trusted group of signers. $600M of BTC capital was deposited over it but scaling it to $60 billion+ in BTC capital requires removing trust assumptions.

The Stacks devs, the Princeton-MIT trained scientists, have been quietly preparing a third shot at goal.

So, what is the goal?

Stacks has a simple North Star of being the layer/chain with the most Bitcoin deployed.

We exist to enable a thriving on-chain Bitcoin economy and be the rails on which billions of people use Bitcoin.

This third shot at goal has a name and a timeline. We call it the **Satoshi Upgrades**: a series of three upgrades between now and Bitcoin halving of 2028.

It’s our best work yet.

Like Elon’s early rockets at SpaceX which came close to getting into orbit but didn’t make it, but then Falcon 1 Flight 4 reached orbit and the rest is history.

Stacks is the most under appreciated and misunderstood, highly ambitious moonshot project in the crypto industry. The recent Binance “risk monitoring tag” earns us that honor. We’ve built some of the best tech for a $2T asset, made design decisions optimizing for decades to come, and yet failed on telling our story to the world.

For this, I am responsible.

I’ve been largely away from X for two years (a) dealing with some family/personal stuff which is almost under control now, (b) giving the space to other leaders and Stacks eco to handle comms in a decentralized way.

I’m back now. And I’ve realized that there is no better way to tell a story than the unfiltered version straight from the founder.

I will be direct. I will be unfiltered and raw. I will tell you why I’ve spent a decade of my life working on Stacks. And why a modern rails like Stacks is what will make Bitcoin the undisputed freedom money of the world.

I will lay out what Bitcoin was meant to be when I joined in 2013. What Satoshi and Bitcoin OGs wanted to accomplish and where we fell short over the years.

This third shot at goal is our Falcon 1 Flight 4. We are 18-19 months away from the next Bitcoin halving. 18 months is typically the runway a startup needs to truly take off.

We will start with Satoshi Upgrades I, bringing native self-custodial Bitcoin staking to market. BTC on BTC yield. The single largest lever to deploy billions of dollars of BTC into a Stacks product.

It’s the top of the funnel. Self-custodial BTC staking is how we start the fire. The story becomes a lot more interesting after.

I’ve rambled enough for today.

If you’ve been a believer and supporter for so many years. First of all, thank you. Second, we will launch this dream into orbit this time, but I will need your support.

Taking Bitcoin and Stacks to billions of people will need your help. You will need to amplify our story. Very few of us currently understand what Satoshi Upgrades are, why do they matter, what is happening in 127 Bitcoin blocks, and why should they care.

Let’s celebrate our small wins in the core community for now. Tomorrow the work starts to bring Stacks to the mainstream. We’ll do this together! LFG 🚀

[cubicray 🌊🟧 @cubicray]

@signulll I prefer grey

[cubicray 🌊🟧 @cubicray]

@paulg What matters is what was written not who wrote it.

[cubicray 🌊🟧 @cubicray]

@Kpaxs What if your obsession is breadth itself? Obsessed with connecting many fields

[cubicray 🌊🟧 @cubicray]

@garrytan Why did you have to reduce its power?

[cubicray 🌊🟧 @cubicray]

@signulll Once AI understands all of this at a global scale, it will not just map the deepest parts of you, it will reveal the hidden nervous system of humanity, see the patterns and problems we cannot see and help guide us.

[cubicray 🌊🟧 @cubicray]

@flow_blockchain @garrytan where would something like this fit in your gbrain stack?

[cubicray 🌊🟧 @cubicray]

@dwarkesh_sp I think I know the answer but need better hardware to test my theory. If someone wants to back me, you'll be the first investor in the idea, with early access to the work, the updates, and whatever comes out of it.

[cubicray 🌊🟧 @cubicray]

@garrytan I think I know the answer but need better hardware to test my theory.

If someone wants to back me, you'll be the first investor in the idea, with early access to the work, the updates, and whatever comes out of it.

[cubicray 🌊🟧 @cubicray]

@kepano @elonmusk can you fix this please

[cubicray 🌊🟧 @cubicray]

@flow_blockchain @dapperlabs you guys need help setting up Claude Code? still waiting for FCM and Peak Money...

[signüll @signulll]

in the ai era, if your “roadmap” is > 30 days, you’re simply ngmi.

[Flow.com @flow_blockchain]

Most networks are cash registers for AI agents. They touch the chain, make a payment, leave the network.

On Flow, Agents hold identity, maintain state, coordinate atomically, and operate on their own schedule

Flow isn't just a payment rail. It's a home for agents to live.

https://t.co/s7ipQt6ufO

[cubicray 🌊🟧 @cubicray]

@seangeng @flow_blockchain @flow_developers More information in this new article that was just released. Would love to hear your thoughts:

https://t.co/vmGtCZTGIA

[cubicray 🌊🟧 @cubicray]

This makes me think of the @flow_blockchain’s Forte update. Agentic companies need reliable onchain infrastructure. Flow is already building part of that at the protocol level with Actions, native scheduled transactions and other agent-friendly tools:

https://t.co/9o7b0hxVsr

[Sreeram Kannan @sreeramkannan]

https://t.co/6az3c2k5sa

[cubicray 🌊🟧 @cubicray]

@b3dotfun @flow_blockchain @flow_developers The advantage of @flow_blockchain is that parts of this are being done at the protocol level, which can be stronger than relying on a separate orchestration layer above unreliable chains.

[cubicray 🌊🟧 @cubicray]

@b3dotfun This sounds like what @flow_blockchain has been building with Forte, especially Flow Actions, scheduled transactions, etc. Flow is already moving toward the same modular execution layer for agentic onchain workflows this B3OS article is talking about. /cc @flow_developers