fracture.btc

@Stacks Legion 🔸 COO @Griffin_BTCFi🔸 Data Analyst

[fracture.btc @fractured_data]

@kkjjasd0518 @Stacks Huh? Top performer YTD

[fracture.btc @fractured_data]

Bitcoin Staking on @Stacks is creating a significant monthly source of demand for $STX by using it as the capacity asset for participation.

Bonds 2 + 3 alone required 17 million tokens being locked for 6 mos.

Removed from float = Less liquid supply = upward price flywheel 🔄📈

[fracture.btc @fractured_data]

The pace of institutional adoption of @Stacks Bitcoin Bonds is staggering!

Bullish $BLSH is a $3.5 billion company with 20,000 Bitcoin on their balance sheet.

10 million $STX tokens were purchased to satisfy the bond 3 5% requirement. This train isnt stopping any time soon. 📈

[fracture.btc @fractured_data]

Quantum computers could one day break Bitcoin's signatures and 1/3 of all coins are in addresses with visible public keys.

@Stacks is building post-quantum security before it's needed…

sBTC was successfully moved on mainnet using a hash based quantum-resistant signature. 🛡️🟧

[stacks.btc @Stacks]

How Stacks engineers moved sBTC with a post-quantum signature, without a protocol upgrade:

Bitcoin and Stacks use elliptic-curve signatures, which a powerful enough quantum computer could break to forge transactions. Hash-based signatures are designed to resist that.

[fracture.btc @fractured_data]

@BonziArt Diamond handing my solana:E4Ap4icMLwKot8rkkTbq5JkS5kZxt5XCE3yfxbzYBjHx

[fracture.btc @fractured_data]

@reubs_btc Gmgm

[fracture.btc @fractured_data]

@InvestwithDoc blockstack:native

[fracture.btc @fractured_data]

@mas44558282 @Erin_Trivett @Stacks @babylonlabs_io 🎯

[fracture.btc @fractured_data]

Ethereum's DeFi ecosystem is worth ~16% of its market cap. Bitcoin sits at ~0.27% 🤯

If BTCfi catches up, the market grows from $4B to $245B.

And now @Stacks is in pole position to capture it. A 4% share puts $STX token price around $18.

A 20% share points to ~$147. 🟧

[CoinGecko @coingecko]

Bitcoin can now earn yield paid in $BTC while staying on the L1, in the holder's own custody.

Here's how @Stacks Bitcoin bonds work, where the yield comes from, and why every bonded Bitcoin requires $STX as staking capacity.

Read the full guide 👇
https://t.co/GSmZ6BKLb6

[fracture.btc @fractured_data]

@Erin_Trivett @Stacks @babylonlabs_io A fellow data analyst 👋

you’re a fan of Babylon?

[fracture.btc @fractured_data]

Really enjoyed watching Scott's face light up as he talked through a value prop I've believed in for a long time with @Stacks 🟧

[The Wolf Of All Streets @scottmelker]

Bitcoin's Biggest "Bond" Yet Just Sold Out - What Do Institutions Know? | @muneeb

00:00 Binance Hack, AI-Assisted Attacks and Crypto Security
02:08 Why Open-Source Systems Could Become More Secure
03:41 Could AI Find a Critical Bug in Bitcoin?
05:28 The Quantum Threat to Bitcoin
08:53 Why Muneeb Is Returning to Lead Stacks
10:39 From Early Bitcoin to Building Stacks
11:55 Turning Bitcoin Into a Productive Asset
14:27 Institutional Bitcoin Yield and the New Bitcoin Bonds
15:09 Bullish Joins the 1,000 BTC Stacks Bond
18:02 Why Most Bitcoin Still Sits Idle
20:11 How Bitcoin Yield Could Drive Value to STX
22:06 Is Bitcoin's Four-Year Cycle Still Alive?
23:17 Could Productive Bitcoin Reprice BTC?
24:04 Solving Bitcoin's Quantum and Scalability Problem
26:55 Bringing Privacy to Bitcoin
28:10 Final Thoughts

[fracture.btc @fractured_data]

The math 🧮

ETH: $42B TVL ÷ $258B cap = 16%

BTC: 16% × $1.5T = $245B

$STX at 4% share: $9.8B TVL × 4 = $39B cap ÷ 2B tokens ≈ $20

At 20%: $49B × 6 (ETH's cap/TVL ratio) = $294B ÷ 2B ≈ $147

Data: @coingecko + @DefiLlama 11/9/26

[fracture.btc @fractured_data]

@DK_Assist This golf tournament ended three hours ago… Blades Brown has been confirmed the winner. How long the PGA golf tournament win contracts take to pay out?

[fracture.btc @fractured_data]

@Rick_Sebastiaan @Stacks @muneeb Sleeping giant slowly waking up 🟧

[fracture.btc @fractured_data]

@muneeb @Obl_btc @CryptoMichNL @Stacks Any thoughts on how this plays out with blockstack:native market cap?

[fracture.btc @fractured_data]

@scottmelker And every Bitcoin staked REQUIRES 5% of that value locked alongside in $STX tokens.

Programmatic number go up technology.

https://t.co/IcWpWifK23

[fracture.btc @fractured_data]

The pace of institutional adoption of @Stacks Bitcoin Bonds is staggering!

Bullish $BLSH is a $3.5 billion company with 20,000 Bitcoin on their balance sheet.

10 million $STX tokens were purchased to satisfy the bond 3 5% requirement. This train isnt stopping any time soon. 📈

[fracture.btc @fractured_data]

The pace of institutional adoption of @Stacks Bitcoin Bonds is staggering!

Bullish $BLSH is a $3.5 billion company with 20,000 Bitcoin on their balance sheet.

10 million $STX tokens were purchased to satisfy the bond 3 5% requirement. This train isnt stopping any time soon. 📈

[Muneeb @muneeb]

NEWS: Bullish (NYSE:BLSH) has deployed Bitcoin into bond 3 launch of Stacks.

This bond was for 1,000 BTC. Bullish, along with 21Shares maxed out the capacity.

Bond 3 was fully sold out!

Bullish 🐂

[fracture.btc @fractured_data]

@KevinWilliams @Stacks @muneeb Obviously the bulk of their assets are BNB with only a small amount of Bitcoin (AI tells me 55 on balance) but it can’t hurt to have an outspoken advocate in a high up position.

[fracture.btc @fractured_data]

Mooch has been advocating for @Stacks since 2024 when he said “ @muneeb at Stacks will get it right” on the Pomp pod.

Now a director at BNB Treasury Company and I predict some synergy here in 2027.

STX continues to see relentless monthly buying pressure to fill bond capacity.

[Cointelegraph @Cointelegraph]

🚨 NEW: BNB treasury company, BNB Standard Corporation, appoints SkyBridge Capital founder Anthony Scaramucci to its board as an independent director.

[fracture.btc @fractured_data]

@zandy_kr Great post

[fracture.btc @fractured_data]

@bergealex4 @muneeb @grok @hlrgen @ovihood Who hurt you Alex?