dulb.btc

$STX

/ Data Engineer

[dulb.btc @dulb26]

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!

[muneeb.btc @muneeb]

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! 🟧

[Alex Miller @alexlmiller]

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

[reubs @reubs_btc]

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 Protocol @ZestProtocol]

$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.

[Bitflow @bitflow]

$ZEST now live on Bitflow!

0% Fees on all buys 👉 https://t.co/vWJfdoNtXh

[Zest Protocol @ZestProtocol]

$ZEST will be listed on @kucoincom tomorrow.

[stacks.btc @Stacks]

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 )

[stacks.btc @Stacks]

750+ autonomous AI agents on Stacks right now.

Holding BTC.
Transacting.
Posting.

The agentic economy is happening here 🟧

[stacks.btc @Stacks]

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 🧵

[stacks.btc @Stacks]

Tomorrow.

[stacks.btc @Stacks]

Stacks Founder @muneeb Ali has spent 10+ years obsessed with one problem: unlocking Bitcoin's full potential without compromising what makes it great.

[Zest Protocol @ZestProtocol]

Zest Protocol announces Bitcoin Collateral Vaults.

Lock BTC on L1, borrow stablecoins on EVM chains.

[muneeb.btc @muneeb]

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

[stacks.btc @Stacks]

"Hermetica is doing it"

[Hermetica @HermeticaFi]

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.

[DraperTV @StreamDraperTV]

@jakob_btc, founder and CEO of @HermeticaFi

[stacks.btc @Stacks]

Want to know how hBTC works?

@HermeticaFi is breaking it down LIVE. Tune in ↓

[muneeb.btc @muneeb]

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.

[stacks.btc @Stacks]

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?

[Hermetica @HermeticaFi]

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