Jonah | DeSpread ๐ฆ retweeted
Your name is Jean-Marc, youโre 46, and you run a video game and collectibles shop in Nice, wedged between an optician and a real estate agency selling 1-bed flats for โฌ410,000 โwith sea viewโ if you lean far enough off the balcony.
You know every GTA San Andreas cheat by heart. You tested all of them in 2005 on the PS2 in your bedroom at your mumโs place.
You opened in 2011 with a state-backed loan at 4.7%, and the naive belief that passion eventually pays.
It did pay, sort of. โฌ1,900 a month in a good year, after the French tax office has eaten first, second and third. Your commercial rent is indexed on a formula nobody in the Republic actually understands.
You sell Funko Pops at โฌ17.99, sealed Pokรฉmon cards, refurbished controllers. You let little Enzo, 12, pay in installments because heโs saving for a Switch 2. You close at 7:30pm and walk home because the harbor parking is โฌ3.40 an hour.
Saturday, thereโs a protest โagainst the cost of living.โ
You also think living costs too much. You almost went.
At 5:12pm, your metal shutter gets ripped open with a crowbar.
Forty teenagers in tracksuits and crossbody bags walk into your shop like itโs a bonus level. They take the PS5s, the Dragon Ball figures, the till with todayโs โฌ280 and even the box of paper bags that say โthank you for your visit.โ
A guy in a floral shirt films it vertically for TikTok.
You step outside and say โstop, this is my shop.โ
You get hit from behind.
Then rocks.
They laugh. Floral shirt guy is thrilled: good angle, good lighting.
Sunday morning, the police tell you there are โ1,400 arrests nationwideโ and they wonโt send a squad for some Funko Pops. Filing the complaint takes 2 hours 40. The officer types with two fingers on Windows 7.
Monday noon, your insurer reminds you that your โฌ1,140-a-year policy has a โฌ3,000 deductible and a โriots and civil commotionโ exclusion on page 31, font size 6.
Saturday night, an MP explains on TV that โthe anger is legitimateโ and we โshouldnโt cry over shop windows.โ Heโs never owned a shop window. He has a state-funded apartment.
Sunday, your limited edition Vegeta figures show up on Vinted. โBrand new, never opened, โฌ39, pickup in North Nice.โ
The seller has 4.9 stars.
Monday, the tax office emails you. They havenโt heard about the riots. Theyโve heard about your payment deadline.
You did everything right, Jean-Marc. That was never the problem.
The problem is you were playing by the rules in a lobby where nobody else does.
So stop believing in the State. Itโs not coming to save you. Itโs coming to collect.
Stop voting. Every five years they hand you the controller, and itโs never plugged in.
Go to the gym. Not for revenge. For you. Because when the system folds, the only asset nobody can loot is the one you built under a barbell.
And make money they canโt see. Cash, side hustles, sats on a cold wallet in a sock drawer. Not your keys, not your coins. Not your shop, not your loss.
Fuck the system, Jean-Marc.
It already did it to you first.
Jonah | DeSpread ๐ฆ retweeted
Tim Draper backed Zest Protocol before Bitcoin Collateral Vaults existed.
Here is what @TimDraper sees now that they run on mainnet.
Jonah | DeSpread ๐ฆ retweeted
A big day for Bitcoin.
Borrow Ethereum USDC against self-custodial BTC locked on Bitcoin L1 ๐ง
Jonah | DeSpread ๐ฆ retweeted
Bitcoin Collateral Vaults demo is now on mainnet.
Deposit native BTC into a self-custodial vault on Bitcoin L1. Borrow Ethereum USDC against it. The capital layer for Bitcoin.
Jonah | DeSpread ๐ฆ retweeted
์์ฐ ๊ต์์๊ฒ ๋จน๋ ๋ฒ
๊ท์ฐฎ์์ ์ฌํ ์์ผ๋ก ์ก๊ณ ๋จน์๋๋ฐ ์ด๋ ๊ฒ ๋จน๋๊ฑฐ์๋ค
ํ์ค์ ๋ชจ๋ฅด๊ณ ๊ท์ ์ ๋ฏธ์น ์ฌ๋๋ค
๋ฐฐ์ค๋ฌผ์ธ์ง๋ ๋ชจ๋ฅด๊ณ ๋์ค๋๋๋ก ์จ๋ถ๋ฆฌ๋ค
Jonah | DeSpread ๐ฆ retweeted
1/8
Rebuilding the $STX timeline, I donโt think Binanceโs Monitoring Tag created the problem.
It may have exposed risks already there: token supply, liquidity, treasury funding and market structure.
Binance has not disclosed the exact STX-specific reason.
2/8
2021: Stacks 2.0 hard fork โ no tag.
2023: Stacks 2.1 hard fork โ no tag.
2024: Nakamoto hard fork โ no tag.
So simply saying โPoX-5 was a hard forkโ does not explain why STX suddenly received a Monitoring Tag in 2026.
3/8
Then the timeline changed.
Dec 2025: Endowment approved major treasury/working-capital plans and locked OTC STX sales.
Mar 2026: it said credit lines were being used to โreduce near-term STX sell pressure.โ
4/8
Apr 2026: the Endowment said it expected another ~62M STX from SIP-031 emissions by year-end.
May 1: Binance cut STX Portfolio Margin collateral value from 50% to 30% โ BEFORE the Monitoring Tag.
Jul 24: Monitoring Tag.
5/8
Binance says Monitoring reviews consider liquidity, transparency, due-diligence responses and even material changes in token supply/tokenomics.
This does NOT prove why STX was tagged.
But it makes the supply/liquidity timeline very hard to ignore.
6/8
How long can a Monitoring Tag last?
In 7 public cases where I could match both tag-on and tag-off dates:
Fastest: FLOW โ 63 days (~2.1 months)
Median: ~6.1 months
Average: ~8.7 months
This is a sample, not an official Binance average.
7/8
The bad path can move much faster.
DOCK/POLS: tag โ delisting in 21 days.
XMR/VAI: 47 days.
In a matched 2024 delisting sample, the median was ~2.7 months and the average ~3.9 months.
A Monitoring Tag is not cosmetic.
8/8
$STX has had the tag for only 14 days.
I want clear answers:
How is supply being managed?
How much STX is allocated to market makers?
What liquidity issues exist?
What exactly is Binance asking the project to fix?
โJust waitโ is no longer enough.
Binance placing $STX under the Monitoring Tag is the direct result of the @Stacks leadership ignoring and alienating its community.
Instead of listening to the genuine supporters who truly cared about Stacks, they chose to listen only to a handful of people who offered blind, unconditional support.
This is the outcome of that approach.
Nevertheless, for the sake of the community, I sincerely hope the Stacks team provides a proper explanation and takes the necessary steps to have STX removed from Binanceโs Monitoring Tag.
Please do not ignore the voices of the community this time either.
I really believe I gave enough warnings @Stacks
teapawt.org/MoneyStack9/status/199โฆ teapawt.org/MoneyStack9/status/205โฆ teapawt.org/MoneyStack9/status/206โฆ teapawt.org/MoneyStack9/status/206โฆ
stacks hit with the Binance warning Tag.
I think Failed public communication and questionable tokenomics shifts is the reason
I loved this ecosystem deeply. Every piece of advice I gave was out of care. But there was never real dialogue just the illusion of it, while decisions were pushed through anyway.
It naturally makes you think of Heinrichโs Law. Before this moment, there were countless red flags and warnings from true OGs. Yet, the team chose radio silence and did as they pleased. at least 300 warning & failure sign
So, What will you shout to the world now? @stacks @StacksEndowment ๐ค
Are you still going to call yourselves the top Bitcoin L2?
Will you keep selling the dream that "our future is bright"?
Are you going to run fake-engagement SIPs, filter out valid criticism, and celebrate inside an echo chamber of spam accounts with zero on-chain activity?
The choice was yours to make. or maybe after this tag, that choice is already gone.
Iโll leave you with one final thought: This disaster was 100% self-inflicted. Do not deny it.
cline ์ด์ฉํ๋ฉด kimi k3 ์ฌ์ฉ๊ฐ๋ฅํ๋ค์.์ง๊ธ $1.99 ํ๋ก๋ชจ์
ํ๊ณ . ์์ด์ ์ ๋ ดํ๊ฒ ์ฐ๋จน ํด๋ณผ ์ ์์!1/ ์ค์น npm install -g cline2/ cline3/ ํ๋ก๋ชจ์
๊ฒฐ์ ํ์ด์ง ์ด๋ํด์ ๊ฒฐ์ ๊ทธ๋ฆฌ๊ณ
์ง๊ธ $1.99 ํ๋ก๋ชจ์
ํ๊ณ . ์์ด์ ์ ๋ ดํ๊ฒ ์ฐ๋จน ํด๋ณผ ์ ์์!
1/ ์ค์น npm install -g cline
2/ cline
3/ ํ๋ก๋ชจ์
๊ฒฐ์ ํ์ด์ง ์ด๋ํด์ ๊ฒฐ์
๊ทธ๋ฆฌ๊ณ ๋ฐ๋ก ํด์ง ใ
.
Jonah | DeSpread ๐ฆ retweeted
.@inkonchain is becoming the go-to chain for trading real-world assets on the OP Stack โจ
Backed by @krakenfx, the chain is focused on bringing TradFi onchain with tokenized stocks and commodity perpetuals.
Let's see what H1 brought to the chain โฌ๏ธ
Jonah | DeSpread ๐ฆ retweeted
์คํ
์ด๋ธ์ฝ์ธ ในใ
ในใ
๊ฒ์์ฒด์ธ์ ? OUSD ์์ฝ
- ์คํธ๋ผ์ดํ(์จ๋ผ์ธ ๊ฒฐ์ ์๋์ 1์)๊ฐ ์ฃผ๋ํด ๋ง๋ ์คํ
์ด๋ธ ์ฝ์ธ ํ๋ก์ ํธ
- ๋น์, ๋ง์คํฐ์นด๋, ๊ตฌ๊ธ, ์ฝ์ธ๋ฒ ์ด์ค, ๋๋๋ฌด, ๊ฐ์ข
๊ตญ๋ด ์ฆ๊ถ์ฌ ๋ฑ ์ ๋งํ ๋๊ธฐ์
์ด ๋ค ์ฐธ์ฌ
- ๊ฐ ํํธ๋๋ค์ด OUSD ๋ฐํ ์์ต์ ๋ค ๊ฐ์ ธ๊ฐ๊ณ , ๊ด๋ฆฌ ์ฃผ์ฒด์ธ ์คํ ์คํ ๋ค๋๋ ์ต์ํ ๊ด๋ฆฌ ์์๋ฃ๋ง ๋ฐ์๊ฐ
โ๏ธ ๊ฐ์ธ ์๊ฐ
๊ฐ์ธ ์๊ฐ์ด์ง๋ง, ์คํ
์ด๋ธ ์ฐ์
์ด๋ผ๋ ๊ฒ ๋ฐํํด๋๊ณ ์์์ ๊ตญ์ฑ ์์ต ๋จน๋ ์ฌ์
์ด๋ค๋ณด๋ ์์ ์ฑ์ด ๋๋ฌด๋ ๋์ ๊ฐ๊ฟ ์ฐ์
์ด๊ธฐ์ ๊ทธ๋ ๊ธฐ์ ๋๋๋๋ ๋ค ๋๋
๋ค์ด๊ณ ์์๋ ๊ฒ ๊ฐ์์.
๋ชจ๋๊ฐ ๋๋
๋ค์ด๋ ์ฐ์
์ธ๋งํผ ๊ฒฐ๊ตญ์๋ ์ด์์ฌ ์์ต์ ์ค์ด๊ณ , ์ฉ์ฃผ๋ค์ด ๋๋ถ๋ถ ์์ต์ ๊ฐ์ ธ๊ฐ๋ ํํ๋ก ์ฌํธ๋์ง ์์๊น ํ๋๋ฐ OUSD(@openstandard)๊ฐ ๊ทธ ์์ง์์ ๊ฐ์ฅ ๋จผ์ ๋ณด์ธ ๊ฒ ๊ฐ์ต๋๋ค.
๊ธฐ์กด ๊ฒฐ์ ์ ๊ด์ฌ์๋ ํ๋ ์ด์ด๋ค๋ ์คํ
์ด๋ธ ์ฝ์ธ ์ด๊ฑฐ ์๋์ ํ๋ฆ์ ํ๊ธฐ๋ ๋ฌด์กฐ๊ฑด ํด์ผ๋๋๋ฐ, ์์ธ ๊ท๋ชจ๋ก ์ฌ์
์ ํค์ฐ์๋ ๋์ด ์ผ๋ง ์๋๋ ์ฐ์
์ธ๋ฐ ๋ ๊ท์ ๋ ๋ง์ผํ
๋น๋ ๊ฒ๋ ๋ง์ด ๋ค์ด์ ์ ๋งคํ ๋ถ๋ถ์ด ์์๋๋ฐ, ์ฐจ๋ผ๋ฆฌ OUSD๋ก ํต์ผํด๋ฒ๋ฆฌ์! ํด๋ฒ๋ฆฌ๋ ์ฌํ๊พธ๋ ์ฐธ์ฌํ๋ ๋ชจ์์๋ก ๋ณด์ด๊ณ , ์ฐจ๋ผ๋ฆฌ ์์ ์์ต์ ์ค์ด๊ณ ์ด๋ ๊ฒ ๊ฑฐ๋ํ ๋น
ํ
ํธ๋ฅผ ์น๋ ์ ๋ต์ด ์ ํจํ๋ค๊ณ ๋๋๋๋ค.
์คํธ๋ผ์ดํ ์์ฒด๊ฐ ์๋ ๊ฒฐ์ ์ชฝ์์๋ ์ด๋ฆ ๋ ๋ฆฌ๋ ์น๊ตฌ์ด๊ธฐ์ ์ ๊ท ์คํ
์ด๋ธ ํน์ ์ ์ด๊ธฐ ์ ์ฐฉ ๋ฌธ์ ๋ ๋ํ ๊ฒ ๊ฐ๊ณ .. ๊ณผ์ฐ OUSD๋ ์์ฅ์ ์ด๋ป๊ฒ ์ ์ฐฉํ ์ง ๋์ด ์๊ฐ๋์ผ ์๊ฐ ์ ์๋ ๋ถ๋ถ ๐
๋ฐ์นญ์ ์ฌํด ํ๋ฐ๊ธฐ๋ผ๊ณ ํ๋๊น ํ๋ฒ ๋ณด์์ฃ
.@base MCP ์ด์ฉํด์ ์๋์ ํด๋ณด๊ธฐ
์ผ๋ง์ ๋ฒ ์ด์ค ๊ณต์ ๊นํ๋ธ์ ๋ฐ๋ชจ ์ปจํธ๋ํธ๋ก ์์ด๋๋ ์์์ด ์์๋๋ฐ, ๋๋ถ์ด ์ต๊ทผ ๋ฒ ์ด์ค์์ MCP๋ฅผ ์ถ์ํ์ฃ .
์ฌํด ๋ฒ ์ด์ค์์ agents, x402, builders, payments ๋ฑ ๋ฐ์ด์ฃผ๊ณ ์๋ ๋ฐฉํฅ๋ ๋ช
ํํ์ฃ .
๊ทธ ์ค์์ Base MCP๋ฅผ ์ด์ฉํ Agent์ x402๋ฅผ ์ฃผ๋ชฉํ๊ณ ์๋๋ฐ, ์ด๋ฌํ ๋ถ๋ถ์ ์ ๊ทน ํ์ฉํ๋ฉด ์ถํ $BASE ์๋์์ ์ ๋ฆฌํ ํฌ์ง์
์ ๊ฐ์ง ์ ์์ง ์์๊น ์๊ฐํ๊ณ ์์ด์.
๐ก Base MCP
AI assistant๊ฐ Base Account์ ์ฐ๊ฒฐ๋์ด ์๊ณ ํ์ธ, ์ค์, ์ ์ก, ์ปจํธ๋ํธ ํธ์ถ ๊ฐ์ ์ก์
์ ์ ์ํ๊ณ ์คํ ํ๋ฆ์ ๋ง๋ค์ด์ค.
์ฝ๋ฑ์ค์ ํด๋ก๋์ฝ๋๋ฅผ ์ด์ฉํด์ ์ธํ
์ค์ ์๊ณ , Base MCP๊ฐ ์ง์ ํ๋ ๋์ฑ(opensea,Balancer,gmgn ๋ฑ๋ฑ)์ ์จ๋ณด๋ ๊ฒ ์์ฒด์ ์๋ฏธ๋ฅผ ๋๊ณ ํด๋ณด๊ณ ์๋ค์.
Jonah | DeSpread ๐ฆ retweeted
ํธ์ํฐ ํ๋ฉด์ ์ด ์์ฐํ๊น ์์ 92732๋ฒ์ ๋ดค๋๋ฐ ๋ณผ ๋๋ง๋ค ํ๋ณตํด์ง
Jonah | DeSpread ๐ฆ retweeted
Why are you even telling us this if you're going to increase STX block rewards every time you decide more STX is needed?
If you're going to come back in a year saying you need more, and then again two years later saying the same thing, what's the point of having any standards at all? At that point, why not just issue 10,000 STX per block and promise a 30% annual yield?
If this gets changed again, who is supposed to have any confidence in the token supply? I've lost count of how many times the tokenomics have been modified over the past two years. I expect even more changes over the next two.
One of the main reasons I reluctantly supported SIP-031 was because it was presented as, "Let's make this adjustment now so we don't have to keep coming back and asking for more STX in the future." Now I honestly have no idea what the plan is anymore.
And while people will say that community feedback will be taken into consideration, the reality is that this ecosystem rarely engages with feedback that disagrees with its preferred direction. I suspect this repost will be treated the same way.
Excited to be sharing the first draft of the PoX-5 SIP, the proposal that introduces Bitcoin Staking to Stacks.
We invite feedback from the community and core contributors before it moves to a ratification vote.
Read the draft and share your thoughts:
forum.stacks.org/t/introduciโฆ
Jonah | DeSpread ๐ฆ retweeted
์ ์คํธ($ZEST)์ ๊ดํ ์ฌ๋ฐ๋ ์ฌ์ค ํ์ด๋ผ์ดํธ
1/ ํ ๋๋ ์ดํผ๋ ๋๋๊ฒ๋, ์ ํฌ์๊ฒ ํญ์ ๊ฐ์ฅ ์ด์ ์ ์ผ๋ก ํผ๋๋ฐฑ์ ์ ๊ณตํ๊ณ ์์ต๋๋ค.
2/ ์ ์คํธ๋ 1๋
๋ค ๊ธฐ๊ด ์ฑํ์ ์์์ผ๋ก, 10๋
ํ์๋ ๋นํธ์ฝ์ธ ๊ธ์ต ์์คํ
์ ์ ๊ทผํ๋ ํต์ฌ ์ธํฐํ์ด์ค๊ฐ ๋์ด ์์ ๊ฒ๋๋ค.
- ๋์์ @yzilabs , ์์์์๋ @DraperVC
- ๊ฐ์ฅ ์ด์ ์ ์ผ๋ก ์ํตํ๋ ์ง์ง์, ํ ๋๋ ์ดํผ์ ๋ ๋ ํจ
- ์๋กญ๊ฒ ์ด์ผ๊ธฐ๋๋ AI ๊ณต๊ฒฉ๊ณผ ๋ณด์, ํด๋๋ฆฌํฐ๋ ๋ ์ํํ๊ฐ or ๋ ์ํํ๊ฐ?
- ์ด๋ฏธ ์์๋ฅผ ์ถฉ๋ถํ ํ์ธํ ์ ํ์ ์ถ์ํ๋ค๋ ๊ฒ
- ๊ธฐ๊ด ์ฑํ์๋ ์คํ์ค ๊ฐ์ ์ง์์ ๋ ๊ฑฐ์ ์ญ์ ๋งค์ฐ ์ค์ํ๋ค
- @ZestProtocol ์ 10๋
๋ค ๋ฏธ๋๋?
์ ์คํธ์์ 2๋ถ ์ธํฐ๋ทฐ๋ฅผ ๊ณต๊ฐํฉ๋๋ค. 2๋ถ๋ ์ ์คํธ ๊ทธ ์์ฒด์ ์ง์คํ์ผ๋ฉฐ, ์ด๋ฒ์๋ ์ฌ๋ฌ ๋ถ๋ค์ด ๊ถ๊ธํดํ ๋งํ ์ง๋ฌธ๋ค๋ก๋ง ๊ตฌ์ฑ๋์ด ์์ต๋๋ค.
์ด๋ฒ์๋ ์์ฐฌ ์ง๋ฌธ๋ค๋ก๋ง ๊ฐ๋ ์ฑ์๋ดค์ต๋๋ค. ์ต๊ทผ ์ํ ์ข
๋ชฉ์ค์์๋ ๋ถ๋ช
๋ฐ์ด๋ ํผํฌ๋จผ์ค๋ฅผ ๋ณด์ฌ์ฃผ๊ณ ์๋ ์ ์คํธ, ๊ณผ์ฐ ์ ์คํธ๋ ๊ทธ๋ค์ด ์๊ฐํ๋ 10๋
๋ค ๋น์ ๊น์ง ๋๋ฌํ ์ ์์๊น์?
์ฝ์คํผ 5์ฒ๊ฐ๋ค๊ณ ํ ๋ ์ฝ์์ ์น๋ ์ฃผ์์ 8์ฒ์ ์ฐ๊ณ
์ด๋ฒ์ ์ง์ง ๋ถ๋์ฐ ๋จ์ด์ง ๊ฒ ๊ฐ์๋๋ฐ ๋์์ด ์์นํ๋ ์์ค์
์ ๊ฐ ๊ฐ์ง ์ํธ๊ฐ ๋์์ด ๋
น์๋ด๋ฆฌ๋ ๊ฑธ ๋ณด๋ฉฐ
์๋์ ๋ฐํ๊ฐ๋ง ์ฐฉ์คํ๊ฒ ์ ๋ฆฝํ๊ณ ์์๋๋ฐ์โฆ
๊ทธ๋ฐ ์ ์๊ฒ ๋น๊ณผ ์๊ธ ๊ฐ์ ์ด๋ฒคํธ๊ฐ ๋ฑ์ฅํ์ต๋๋ค.
DeFi App ์ด ์๊ธ ํ $30,000 ํธ๋ ์ด๋ฉ ๋ํ
LA ๋ฐ์
๋ฉํ์ ์ ์ ์ ์ฐ์๋ @defiapp์ด ์ด๋ฒ์๋ ํ ๋ฒ ๋ ๋ ์ ๋๋ฅผ ์ฐ๋ ๋ฏํฉ๋๋ค.
์ด๋ฒ ๋ฐ์
์์ ์ด ์๊ธ ํ $30K ๊ท๋ชจ์ ํธ๋ ์ด๋ฉ ๋ํ๋ฅผ ์ฌ๋๋ฐ,
์ฐธ๊ฐ๋น๋ 0์์ด๊ณ
์ค์ ๋์ ๋ฃ๋ ๊ฒ ์๋๋ผ ํ์ดํผ ํธ๋ ์ด๋ฉ์ด๋ผ ๋ถ๋ด๋ ์๊ณ
์ด๋ฒ์ ์ถ์๋ Rocket Perp๋ก 1,000x ๋ ๋ฒ๋ฆฌ์ง๊น์ง ๊ฐ๋ฅํ๋ค๊ณ ํฉ๋๋ค.
๋ฐ์
์น์ธ๋ง ๋๋ค๋ฉด ๊ผญ ์ฐธ๊ฐํด์ ์๊ธ ํ๊ณ , ๊ทธ ๋์ผ๋ก ๋ค์ ์ด์ฌํ ๊ตด๋ ค์ ๋ถ์กฑํ ์ฝ์ธ ์์ฅ ์ ๋์ฑ์ ์กฐ๊ธ์ด๋๋ง ๋ณดํ๊ฒ ์ต๋๋คโฆ



























