@Stacks Legion 🔸 COO @Griffin_BTCFi🔸 Data Analyst
Portland, ME
Joined August 2015
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7 million organic $STX buying pressure from the second Bitcoin Bond. Token price up 53% in one month.
What do you think happens when the 3rd @stacks bond opens with 1000+ BTC capacity?
Number go up tech is working before our eyes.
So. Much. Higher. 🟧
The value-accrual mechanism for $STX is absolutely brilliant.
Real mechanical demand is created every time a new Bitcoin bonding period opens (monthly).
And there's huge interest - since ~3% BTC yield, natively on Bitcoin L1 and self-custodial, is something you can't get anywhere but @Stacks. 🟧
No one's talking about this coin and yet it's been the most resistant against drawdowns since this move has started in August
$STX
Any clue why?
fracture.btc retweeted
ETH ETF holders earn staking yield. Bitcoin ETF holders still can’t.
@muneeb on the OKX main stage at @token2049: “Whoever figures out native yield for Bitcoin is going to be a big deal.”
Bitcoin Staking on Stacks is live, paying BTC on L1 while holders keep custody.
The Genesis Bond from @Stacks proved Bitcoin holders will commit coins to earn a base rate.
Now the second bond makes that BTC usable while it earns via liquid staking @StackingDao 💧
Per @AleaResearch -
"StackingDAO's stBTC turns a bond into collateral."
A yield that can be borrowed against is the foundation of Bitcoin capital markets. 🟧
fracture.btc retweeted
This team has been insufferable for years
In-fucking-sufferable to watch
Idk anyone who uses it
Idk a single protocol on it anymore
But you are always here bitching like a whiny petulant child
Raise money off L2 hype, brag to us you’re the best tech, FUD Ethereum, and cry when no one uses you.
Just fuck off already @Starknet
Muneeb Ali taking over as CEO of @Stacks Labs has far reaching impact for the Bitcoin Frontier.
One thing Bitcoin has never had is a native rate. In trad-fi, the Fed sets a benchmark rate and nearly everything from mortgages to corporate bonds is priced off it.
That base rate is what lets a capital market form. Bitcoin has no equivalent.
Holding BTC earns nothing and yield meant handing your coins to a lender or exchange and taking on their risk.
Bitcoin Staking on Stacks changes that. It targets 3% APY, pays in BTC, and the coins stay self-custodied.
@muneeb frames this as a potential "fed rate" for Bitcoin, a baseline return that lending and credit products can build on.
With the system's founder now leading its institutional rollout and giving the keynote @token2049 - exciting things are in store.
TODAY: in Singapore on the OKX Main Stage at 12:30pm.
@muneeb keynotes @token2049 with "The Frontier of Bitcoin."
Don't miss it 🟧
fracture.btc retweeted
When you hold Bitcoin in Strike, Strike is the custodian. They hold it 1:1 in multisig cold storage vaults. You retain beneficial ownership but Strike controls the keys until you withdraw.
When earning yield on Bitcoin via Stacks Bitcoin Staking (the self-custodial path), you keep custody. Your BTC is timelocked on Bitcoin L1 under your own keys with a standard script. It never leaves Bitcoin, is not bridged or wrapped, and no third party can move it during the lock period.
Breaking News 🚨
An ex-Swan employee pulls a line straight from the 2019 toxic maximalist handbook and calls @Stacks an “affinity scam.”
Meanwhile, his company takes custody of your keys. You really can’t make this stuff up.
“Non-technical staff” in his bio checks out.
No, Strike has not listed @Stacks (STX). We’re using the word as intended, not the way it was co-opted by an affinity scam.
How @Stacks became the top Bitcoin L2 🟧
2017
├ Muneeb's PhD @Princeton
├ Whitepaper
└ $50M offering
2019
└ 1st ever @SECGov qualified sale
2020
└ Blockstack rebrand to Stacks
2021
├ Mainnet launch
└ Smart contracts
2024
├ 5s blocks
└ sBTC unlocks BTCfi
2025
└ Dual Stacking
2026
├ Bitcoin Staking goes live
└ @muneeb returns as CEO
2027
└ $STX market cap $10 billion?
Top 5 things I’m doing in the first 30 days as CEO:
(1) Expand the institutional BD machine. Bitcoin bonds are seeing increased demand. We want to shorten the time from first interest to going live. Speed matters.
(2) Simplified leadership structure. Empower our rockstars and clarify what decisions I make. I’ll hear all input and then make quick decisions. We’ll move like a startup on fire.
(3) Publish a 2-year roadmap, beyond bitcoin capital markets. How institutional-grade BTC privacy and post-quantum fit into our roadmap. We’re the frontier of bitcoin.
(4) Public comms & investor meetings. I’m meeting large holders 1-1 and updating them on the latest thesis and traction. First public holders update call within 30 days.
(5) Clarify value accrual. We’ll assign all IP to the endowment, which has no shareholders, making it crystal clear that all value accrues to STX. Publish value accrual mechanics: why bitcoin bonds fuel growth.
I’ve been in this industry for 13 years, and I’m coming back at the helm as CEO. Building on the frontier of Bitcoin is my dream job.
We’ll be building in public. Anyone can join us. The ticker is $STX.
As the established Bitcoin reward token on @LaunchOnSF - I can see buy the cat solana:E4Ap4icMLwKot8rkkTbq5JkS5kZxt5XCE3yfxbzYBjHx reaching a $100 mill market cap when BTC passes $100,000.
That’s 100x from current levels. Hard to find that upside potential in the Bitcoin sphere.
fracture.btc retweeted
Jesse Livermore believed you could wait for confirmation of your idea. That was my mistake many years ago when I first found Stacks $STX. It is now confirming that this token is one of millions that has market fit and utility.
Our time is now.
Higher.
fracture.btc retweeted
Highly respect @DefiIgnas. One of the most credible crypto opinion leaders out there.
Stacks (STX) as an ecosystem ticks off:
a) New tokenomics experiment: New tokenomics experiment: using STX to unlock Bitcoin staking capacity, and future capacity to make your Bitcoin productive capital through new use cases. That's a novel system.
b) OG teams forgotten by the market: Stacks Founders, community leaders, engineers, all show resilience and continue to build for over 5 years now.
c) institutional adoptions: 21shares, Nakamoto Inc through UTXO, Hashkey Cloud, Anchorage, the names speak for themselves.
The @randgroup thesis on Stacks highlights the largest opportunity in crypto.
99% of Bitcoin’s $1.7 trillion market cap sits idle. And now, native yield is possible via @Stacks.
✔️ Self custodial
✔️ 3% APY
✔️ No slashing risk
✔️ Paid in Bitcoin
✔️ Activated by $STX
fracture.btc retweeted
$STX just made the move ~$0.40 now.
The price isn’t the interesting part.
Anchorage is lining up a way for institutions to bond BTC from custody without taking it off Bitcoin L1.
Muneeb stepping back in at Stacks Labs puts him closer to the institutional push.
If monthly bonding windows scale from here, the next STX demand print matters more than the yield headline.
Still watching one thing: how much STX gets pulled when more BTC comes in.
Anchorage Digital secures "tens of billions" in digital assets for institutions.
Now they're supporting Bitcoin Staking on @Stacks.
A quick impact analysis -
3% of $10B in custody = $300 mill
That's ~ 3,600 BTC
This hypothetical projection would require ~ $15 mill in $STX 📈
NEW: @Anchorage is building support for Bitcoin Staking on Stacks.
Institutions can enroll and fund a BTC Bond directly via their Anchorage account, earn weekly BTC rewards, and reclaim principal at maturity.
BTC stays in custody at a federally chartered bank on Bitcoin L1.
