jaysant

[stacks.btc @Stacks]

Under 1% of Bitcoin earns yield, versus 28% of Ethereum and 65% of Solana. The largest pool of capital in crypto is almost entirely idle.

Stacks is where that changes. (source: @randgroup)

[jaysant @jsantan89]

@benjamincowen @AshCrypto 😂😂

[jaysant @jsantan89]

@jakob_btc Just a thought expirament. As the great @benjamincowen has been pointing out for years. Q4 of midterm years tends to find a bitcoin low . Maybe its just a personal decision, but I have been stacking my fiat for that moment and will be bitcoin heavy.
Another hbtc offering Oct 26?

[jaysant @jsantan89]

@jakob_btc Cant go wrong with integration/liquidity

[jaysant @jsantan89]

@benjamincowen The best YouTuber in finance sector. I NEVER buy subscriptions to anything or anyone, but did not hesitate to with yours because of the level of admiration and respect I have for your work.

Cheers 🍻

[Benjamin Cowen @benjamincowen]

I love the cadence of this chart

Bitcoin % of Supply in Profit/Loss

As I said previously, you start looking for major market cycle bottoms *after* they cross, not before.

They just crossed.

Such a great chart for keeping people on the right side of the market in midterm years

[Jakob @jakob_btc]

Borrow low. Earn 11.5% with $STRC.

An opportunity that should not stay locked inside capital markets.

USDh brings it on-chain as yield on digital dollars.

[Benjamin Cowen @benjamincowen]

My outline for #Bitcoin:

2019-2020: Accumulation
2021-2022: Uptrend
2023-2024: $BTC @ $100k
2025-2026: Bear Market
2027-2028: Accumulation
2029-2030: Uptrend
2031-2032: $BTC @ $300k-$500k
2033-2034: Bear market
2035-2037: Accumulation
2038-2039: Uptrend
2040-2042: $BTC @ $1M

[jaysant @jsantan89]

@jakob_btc @MattMematic Eye being kept

[jaysant @jsantan89]

@axopoa 😂

[jaysant @jsantan89]

@TychoOnnasch Beautiful

[Hermetica @HermeticaFi]

One platform. Two yield engines.

USDh now earns from a second source: @Strategy’s STRC.

[jaysant @jsantan89]

@jakob_btc 👏

[jaysant @jsantan89]

@sahwhite01 @xverse @LeatherBTC @Stacks Im not sure I understand , can you elaborate?

[Stacy Muur @stacy_muur]

Promised a full breakdown on @Stacks.
Here it is.

Quick recap if you missed the last post:
Stacks has paid out users 3,700+ BTC, avergaing 10% APY through its Stacking mechanism.

Now, they're building the first Self-custodial Bitcoin Staking.

You hold your own BTC, earn yield in BTC, and the more STX you commit as staking capacity, the higher your yield goes.

Let's take a look at the ecosystem powering it ↓

1️⃣ DeFi

@bitflow is the main DEX. They launched HODLMM, a concentrated liquidity engine built for Bitcoin. The play is BTC/USD trading on Bitcoin rails instead of routing through Ethereum or Solana. Shipped first week of March.

@ZestProtocol handles lending and borrowing with over $80M in TVL. Bitcoin supplied, Bitcoin yield paid out, and a clean liquidation record with zero bad debt so far. They're also supporting borrow markets for Circle's USDCx.

@HermeticaFi has USDh, a Bitcoin-backed stablecoin, and is now shipping hBTC, a Bitcoin Earn Vault. One-click deposit, non-custodial, all profits convert back to BTC.

Circle chose Stacks as the only Bitcoin L2 for native USDC through xReserve. Not wrapped, but natively issued.

StackingDAO offers liquid staking for STX with yield paid in sBTC.

2️⃣ Institutions

The infrastructure institutions already use is plugged in:

→ Fireblocks: institutional Bitcoin DeFi workflows
→ BitGo: qualified custody for BTC and sBTC
→ Grayscale: STCK trust live on OTC markets
→ Fordefi: SOC 2 Type II execution, EY audited
→ Figment: enterprise staking, Stacks node operator
→ Blockdaemon: node infra, sBTC signer
→ 21Shares: regulated ETP with built-in staking rewards
→ Nansen: onchain analytics
→ Wormhole: cross-chain liquidity starting with Solana and Sui
→ Coinbase 50 Index inclusion
→ Asymmetric Research: independent security analysis
→ Immunefi: ongoing bug bounty programs

Most Bitcoin L2s don't have a single one of these. Stacks has all of them live.

At Token2049 Singapore, @muneeb talked about hedge funds and Bitcoin treasury companies actively looking at Stacks for BTC yield.

That conversation is already happening.

3️⃣ AI Agents

@aibtcdev has 140+ autonomous AI agents on Stacks earning BTC. Trading on Bitflow, making pay-per-request API calls through x402, building onchain reputation.

It's early. But agents earning and transacting in BTC through Stacks is live, not theoretical.

4️⃣ The Data

→ $545M sBTC TVL across 7,400+ holders
→ DeFi TVL in STX up 120.8% QoQ, daily transactions up 153.5% YoY
→ Highest new account creation since 2023 in February 2026
→ Dual Stacking ranked #1 BTC yield strategy paying out in BTC

No other Bitcoin L2 has the yield, the infrastructure, and the data to back it up. Stacks does.

Stacks is growing Bitcoin.

Disclosure: I hold $STX

[jaysant @jsantan89]

@stacy_muur @Stacks Would love clarification on dev lay offs

[jaysant @jsantan89]

@movie_tvshows_ From personal experience. Not true

[Benjamin Cowen @benjamincowen]

Welcome Back Home, Ethereum.

This time, I guess it stays a while, goes down to the basement to get a snack later this year, and then the next bull market begins