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 weโre 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.)
Weโre 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. Letโs go! ๐ง
๐จ
So basically,
Stake $STX, earn $BTC
Stake $BTC, earn more $BTC???
DOUBLE THE YIELD, double the trouble????
@Stacks
Generational buying opportunity and a YTD all time low.
Get yours
Am I right?????
Stackers: A new SIP draft (PoX-5) is live, proposing Bitcoin Staking on Stacks.
This is your opportunity to read, ask questions, and weigh in: https://t.co/QmuMqd6SW8
Join us here on Friday for SIP Office Hours to learn more from the authors and ask questions!
We in the community have been actively anchoring to the Bitcoin block chain and securing the @Stacks network. We are using on chain ramps. And have been exclusively earning an $sBTC yield for well over a year. Every two weeks that shits been hitting like your 9-5 check. Not only that, blockstack:native has been paying a $BTC yield since its inception in 2021. And now $sBTC since 2025. Then thereโs @HermeticaFi with that @saylor product. @StackingDao giving you extra blockstack:native, @bitflow for the yield surfers ๐๐พโโ๏ธ . And of course, there is no second $ZEST, head over to @ZestProtocol for that supply and borrow on liquidity. No other ecosystem is focused on Bitcoin only.
Community files
Cc: @muneeb
TVL on $STX YTD has gone up ๐ ๐
in terms on the actual coin ๐ช ๐ ๐ต dollar. Signs of a rising tide.
In terms of price action, itโs ok. Dollar cost average and stack your position.
Alex have released a new governance proposal and $ALEX is up 100% today on the news
TLDR;
- 1.6M $STX will be used for token buy back and burns
- Future protocol revenue will be used for the same
- Alex is now deflationary with emissions stopping
Interestingly, $LEO has most of it's LP paired to ALEX so naturally benefits from this tailwind
The Alex chart below shows it breaking out to levels we haven't seen since Oct/Nov 2025 and this time last year, Alex was 25x higher (even after this pump)
As for @LeoCoinSTX - it moved from 1.3M to 1.8M mostly just because of the Alex price increase (only +$3k net buying caused a ~34% increase)
NFA as always but curious to see how this plays out, assuming the proposal is approved
Is Stacks still one of the best ways to bring apps to Bitcoin?
Our updated review cuts through the noise and explains what $STX actually offers in 2026.
Read our review ๐