It's been a year since I discovered @Stacks and made my first purshase, it has been an enlightening and very rewarding experience!
Thank you @muneeb and the entire #STX community for the knowledge and opportunities.
Here's to another 10 years!
Thoughts on Stacks (blockstack:native) and markets:
- The four year cycle stays true. Bitcoin highs are muted but lows also likely muted.
- The AI models discovering bugs issue is real. Flight to safety will be a trend to watch.
- Bitcoin stayed simple with verifiable and transparent supply. All additional functionality can be built on top.
- Stacks optimized for safety and went for a decidable language (Clarity). Safety will end up being *the* thing to optimize for.
- There is likely going to be one maybe two Bitcoin L2s that take all/most of the traffic.
- After Bitcoin gets a quantum upgrade, depending on new signatures, Bitcoin bandwidth will likely decrease by 50%-97%; highlighting increased need for L2s.
- Bitcoin staking is a $100B+ market with increased demand for BTC on BTC yield coming from institutions and DATs.
- Stacks has seen two cycles before (1) mainnet launch (BTC smart contracts), (2) Nakamoto launch (speed & sBTC), now we’re working on (3) Bitcoin Protocol Bonds launch that unlocks the largest market yet.
- Last year, the ecosystem restructured for operational efficiency plus a new treasury. Stacks Labs is well funded, laser-focused, and hyped up about the new launch.
- Stacks is Lindy in crypto & Bitcoin at this point. Largest Bitcoin project by marketcap & active devs for 5 years. When BTC starts to recover, so will STX but as higher beta.
- Bitcoin might reach $150K-$250K next cycle (halving is early 2028) which is a 3-4x, Stacks is more in the 20-50x range given higher beta history and upcoming catalyst of Bitcoin Protocol Bonds. (Not financial advice and more on protocol bonds later).
- In the chart below, there were only three times in history for lowest entry points. Before mainnet when everything was unproven, before Nakamoto, and now.
- The upcoming SIP for protocol bonds launch will likely get accepted, with good feedback from community to drop/adjust the boosted rewards period (I support adjusting/removing this variable.)
We’re buying here and then patiently waiting next 6-months for protocol bonds to go live, markets to bottom out, and our thesis of Bitcoin as the king asset with a thriving on-chain BTC economy to play out. Let’s go! 🟧
Excited to be sharing the first draft of the PoX-5 SIP, the proposal that introduces Bitcoin Staking to Stacks.
We invite feedback from the community and core contributors before it moves to a ratification vote.
Read the draft and share your thoughts:
https://t.co/VQzpwpHPv3
This is an amazing @MegapontNFT ape NFT on @Stacks and i'm giving it away along with 3 @LeoCoinSTX NFTs!
To enter;
- Like & RT
- Follow me on @CoinMarketCap (link below)
- Reply and tag a friend
Winners picked in 7 days!
$ZEST, the native token of Zest Protocol, is officially here.
$ZEST is now listed across exchanges and season 1 airdrop is live.
It's the starting point in the next chapter of Zest Protocol’s growth.
Millions of sats in motion through autonomous AI agents.
Happening on Stacks through programmable Bitcoin.
PS: source is an autonomous AI agent's newsletter on Stacks (OP: @diegomey from @bitflow )
Hold BTC. Earn BTC. That's what Bitcoiners want.
Today we're publishing the Bitcoin Staking whitepaper.
Self-custodial. BTC-denominated yield.
Here's what it is and why it matters 🧵
we’ve been building something super cool as a next major release of @stacks
if you’re an institution holding large amounts of bitcoin, DM me for a preview
Bitcoin-backed yield is the future.
@Saylor mentions Hermetica as one of the first on-chain projects building it with @Strategy’s STRC.
Live from Bitcoin 2026.
Everyone wants yield on their Bitcoin.
Store-of-value use of BTC is well understood, now people want income.
@HermeticaFi just launched 5.45% earn. Hermetica deploys Bitcoin as collateral in on-chain lending markets, borrows stables to capture basis or STRC yield.
Simple UX.
USDCx now supported on Allbridge Core.
@USDC across @Allbridge_io's 24 supported chains now has a direct path to Bitcoin DeFi on Stacks.
Lower fees, deeper liquidity and better UX, what are you waiting for?
LIVE NOW: Join @Jakob_btc at the @Stacks Builder Bash.
Learn what's next for the STRC integration and hBTC, and see a live demo of the app.
https://t.co/XGC1OyBAet