Muneeb

Founder @Stacks, building bitcoin capital markets. Previously, Princeton PhD in distributed systems.

[Muneeb @muneeb]

How I got started building on Bitcoin.

[Muneeb @muneeb]

@Markymarco34 I’m aware of the tax thing.

1,000 sats is possible in 2026. Let’s see!

[Muneeb @muneeb]

@Markymarco34 https://t.co/nJ3moHXJHb

[Muneeb @muneeb]

@___ukon___ @Stacks Short-term market fluctuations.

The bond mechanics are working and it’s an insanely large market. No one would remember these tiny blips in 2027 and beyond.

[Muneeb @muneeb]

@Markymarco34 They're happy with everything. Just waiting on internal process timelines. Fingers crossed for end-Oct. Otherwise we'll change our strategy. Right now we're following their recommendation and dealing with it in a super friendly and amicable way.

[Muneeb @muneeb]

@Markymarco34 No it doesn’t. We’ve been constantly on top of it with the Binance team and are following their recommendation for fastest path. We talk to them almost every week (regardless of price).

[Muneeb @muneeb]

@___ukon___ @Stacks Short-term market fluctuations.

The bond mechanics are working and it’s an insanely large market. No one would remember these tiny blips in 2027 and beyond.

[Muneeb @muneeb]

The world might look scary right now.

But every bug that AI finds only makes the software stronger in the long term.

Same goes for Bitcoin and crypto. Projects that adapt will emerge stronger and resilient.

[Muneeb @muneeb]

@Tremp_STX @Markymarco34 @cz_binance @_RichardTeng https://t.co/hAMC50lBKq

[Muneeb @muneeb]

@Markymarco34 We will wait for the Oct committee meeting based on existing conversations with them.

If there is still an issue we’ll revisit our strategy. Thanks for checking on the issue.

[Muneeb @muneeb]

@Olaniran_btc Safety builds the trust needed for capital markets to function properly.

[Muneeb @muneeb]

Cybersecurity feels like a frontier again.

Teams that stay nimble, learn fast, and adapt continuously will thrive. Let’s go!

[Muneeb @muneeb]

@Markymarco34 We will wait for the Oct committee meeting based on existing conversations with them.

If there is still an issue we’ll revisit our strategy. Thanks for checking on the issue.

[Muneeb @muneeb]

Protest in NYC. People asking to “freeze AI”.

A few steps away, offsite of Stacks Labs: discussing going all-in on AI for code safety.

Two completely different realities, unfolding side by side as our world changes.

[Muneeb @muneeb]

@casaisdev Thanks, Claude. The yield is in BTC for your BTC. Stacks is the capacity asset.

[Muneeb @muneeb]

Bitcoin’s execution layer.

Increasingly convinced that there will likely be one main execution layer for Bitcoin. Game theory of staking dynamics, combined with liquidity concentration, points to this.

Staking dynamics: Ethereum has one major source of low-risk yield: the consensus yield. Even though you could earn higher-risk, higher-return yield elsewhere, most capital goes to the lowest-risk option: the effective ETH fed rate. Multiple on-chain Bitcoin yield options would converge on the lowest-risk yield that is meaningful enough. Offering higher yield with added risk can’t lure that capital away. The Bitcoin layer that can offer the effective BTC fed rate yield at scale is the one with the largest market cap and economy size.

Liquidity concentration: We saw this with Solana vs. Ethereum L2s. A single execution chain offers better UX, and everyone benefits from concentrated liquidity rather than fragmented liquidity and assets spread across multiple L2s (the various Ethereum ones).

We can try to put a valuation framework for what Bitcoin’s execution layer should be worth (an exercise for another post). Right now, I’m just making the point that the probability of getting N different execution layers is very low (unstable equilibrium and bad UX for users). Either one major execution layer exists where, say, 10-30% of BTC supply is actively deployed, or Bitcoin remains a passive asset.

I’m an optimist by nature; I believe that we’ll get one major Bitcoin execution layer.

[Stacking DAO @StackingDao]

Start earning Bitcoin Staking yield on @Stacks today.

stBTC deposits no longer require waiting for a bond window.

[Muneeb @muneeb]

@CodyT67446 @Stacks @token2049 It’s self-custodial. Check out Bitcoin staking with Stacks.

[Muneeb @muneeb]

@casaisdev https://t.co/kDJs7ir3Mo

[Muneeb @muneeb]

@godfred_xcuz @Stacks I agree that Bitcoin having a strong execution layer strengthens BTC.

[Muneeb @muneeb]

@loid0x @doristsao 15 times per second according to this study.

[Muneeb @muneeb]

I always pictured the subconscious as something buried deep in the brain that we cannot access.

The @doristsao discovery suggests that conscious & subconscious (visual info) may timeshare the same neural circuits. The neurons rapidly switch between the two without us noticing!