Highroller.btc | Welshatoshi.btc Ord #106487 Bitcoin | MSTR | Stacks Builder and Architect Agentic Hermit
United States
Joined October 2021
- Tweets18.6K
- Following578
- Followers1.2K
- Likes18.7K
Pinned Tweet
The Case for @Stacks series: My thoughts and opinions👀👀.
Part 1: teapaw.org/cryptofronts/status/17…
#Bitcoin #Stacks #BitcoinDeFi #DeFi
The Case for @Stacks: Yield and Income
Why you should own some 👀 $STX now. If you know what's coming.
By now you should understand the base value, and long term price action, of #Bitcoin and #Stacks.
Between ~$200 and $450 $STX this cycle, is my expectation right now.
If you have $STX tokens either on @StackingDao or #Stacking to earn #Bitcoin, then you'll be earning in FIAT safe, debasement safe, assets (#Stacks or #Bitcoin).
Let's take your 42k $STX tokens example with @StackingDao. Courtesy of @RDRCspaces.
At a conservative 4% (@StackingDao is ~6.35%) yield, that's 1,680 $STX a year. (well above the 1,500 mark).
At $200 per $STX, your ~4% yield is earning you $336,000 stacking compounded into $stSTX.
That's just the beginning. #ETH, #SOL and other chains bridged and #Nakamoto + $sBTC incoming to #Stacks.
@ALEXLabBTC 👀👀
Very soon we'll see the early investor stage rip, bringing institutional money to #BitcoinDeFi after #Nakamojo upgrade, and the #sBTC upgrade. That's this cycle. Initiate first face melting rally. You'll wish you didn't miss this.
You'll think you missed it like #Ethereum at $200 or $SOL at $12.
Then before you know it, alongside #Bitcoin, it's another face melting move with new businesses being built to cater to all users and generate real value with and on sound money. This comes when #Bitcoin flows to #BitcoinDeFi.
That can also happen this cycle (4 year, not just the bull cycle). #Bitcoin either continues in cycles (above valid) or we break and just go up, in which case where do you think #Stacks will go.
Not bullish enough. Don't underestimate #Bitcoin, #Stacks or $WELSH.
P.S. just for reference, #Stacks $STX at #Ethereum's marketcap is ~$300 right now, and ~$400 at #ETH's all time high.
P.P.S. Global #BitcoinETFs incoming unlocking more flow so more countries can hold #Bitcoin to protect themselves.
P.P.P.S.: Did I mention the #Halving? No? Ok, the #Halving will be a huge driver, along with price, for buyers. Especially #ETFs 📺🧠👀.
#Bitcoin #Stacks #BitcoinDeFi #BitcoinETF #BitcoinETFs #Halving #Halving2024
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
The newest BTC holders are treasuries and funds, and their CFOs expect assets to earn income.
Bitcoin capital markets start where risk averse capital starts: with a base yield.
@muneeb on how Stacks is building them, starting with Bitcoin staking 👇
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
Stacks ended Q3 with the most DeFi TVL of any Bitcoin layer, $88.9M, and its apps earned the most fees, $448K.
Via Q3 report from @AleaResearch
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
When the #6 BTC ETF by AUM (@21shares) and the #6 BTC holder among public companies (@Bullish) stake their BTC with @Stacks, the market pays attention.
No longer is BTC sitting idle. bitcoin:native is the bond and blockstack:native is the capacity. Open the floodgates 🟧
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
Community Update: ALEX to Delist from MEXC on November 7
ALEX Lab Foundation has requested the voluntary delisting of ALEX from MEXC, effective 7 November 2026, to consolidate trading liquidity and direct resources to the ALEX DEX and the ALEX buyback and burn program. 🔗medium.com/alexgobtc/communi…
If you hold ALEX on MEXC, withdraw it now to your own Stacks wallet or to Gate.io.
🔹Trading and deposits on MEXC end at around 14:00 UTC on 7 November 2026. Do not send ALEX to MEXC.
🔹MEXC says withdrawals remain available for 30 days after the delisting, to around 7 December. Withdraw well before then.
🔹Cancel any open ALEX orders before trading ends so your full balance can be withdrawn.
🔹If your balance is below MEXC's minimum withdrawal amount, you can sell on MEXC until trading ends.
🔹Select the Stacks network. For your own wallet, use a Stacks address starting with SP. If sending to Gate.io, copy the deposit address and the required memo from your own Gate.io deposit page.
ALEX trading on Gate.io and the ALEX DEX (app.alexlab.co) and the on-chain buyback and burn program are not affected.
There is no migration or swap. ALEX is unchanged. Admins will never DM you first or ask for your seed phrase. Questions: discord.gg/alexlab
MEXC announcement: mexc.com/announcements/artic…
Medium details: medium.com/alexgobtc/communi…
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
Stacks ($STX) social sentiment
Accelerating higher
90% bullish
Based on the last 1K social mentions
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
Just recorded a pod with @scottmelker. It was hard to fit in all the fire updates.
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
DevLog #3 - Welcome to the Moon
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
⚡️ NEW: BitGo launches Bitcoin staking through Stacks, allowing eligible institutional custody clients to earn $BTC rewards while keeping their Bitcoin in BitGo Bank & Trust custody.
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
Bitcoin staking from BitGo Bank & Trust, N.A. accounts is here.
Eligible qualified custody clients can now earn BTC rewards on bitcoin that stays in BitGo Bank & Trust custody through Bitcoin Staking with @Stacks.
Rewards are paid in BTC, funded by the BTC that Stacks miners spend to produce blocks.
Available to approved BitGo Bank & Trust qualified custody clients, beginning with whitelisted institutional partners, managed by Stacks Labs.
Read more: bitgo.com/resources/blog/bit…
Highroller.btc (Cryptofronts) 🧙🏽♂️ retweeted
A deeper dive into bond dynamics.
We have about 2 billion in Bitcoin capacity that we can deploy in coming months.
The rough math is that we can sustain 3x the market cap of STX for BTC deployed.
So far we’ve used very little capacity, like < 1,000 BTC. Why?
Because we’re in the bootstrapping stage, what matters in these early days is (a) institutional custody integrations, (b) onboarding large institutional clients, but not deploying too much of their capital. For now.
First, you establish the distribution network and then scale it out. Let the market absorb the information that BTC native yield is real.
Capacity grows with Stacks' growth. Two years ago, at the height of interest in BTC DeFi, we could support 15 billion in BTC deployed. We’ll get back there and more.
I see this as a 100 billion-plus market that we’re slowly unlocking. That’d be just ~6.4% of BTC deployed. Ethereum has 36% staked. So these numbers are conservative.
What I’m most excited about is that, when this plays out as designed, it finally opens on-chain flows for BTC. We fulfill the decades-old dream of bitcoin culture: to make BTC more than just a store of value. BTC starts moving for trading, lending, yield, etc., on-chain on the Bitcoin execution layer.
A circular BTC economy with gas fee revenue starts to emerge.
People forget how large BTC already is. When it moves, it moves in size. Then we focus on privacy and post-quantum and overcome the upcoming BTC challenges.
That’s the long-term open secret plan.
For now, the first dominoes are the Bitcoin bonds and how we launch them.
Back to the 2 billion capacity: we will be releasing some of it soon in bond 3. Every bond results in STX being purchased and locked on-chain as a capacity limiter for BTC staking yield.
As this dynamic plays out, the world starts to notice our work. Doubts about the feasibility of bitcoin capital markets start to fade. The machine starts humming.
Forward!