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Public companies hold more than 1.3 million BTC, over 6% of the total supply, and most of it earns nothing while it sits on balance sheets.

Bond 3 on @Stacks is where one of the biggest of those holders stepped in.

@Bullish holds about 22,000 BTC and is the first company among holders to earn BTC with Stacks.

It staked through BitGo's qualified custody, which I think is the real story, because its treasury arm said Stacks lets it explore BTC rewards while keeping its established custody arrangements in place.

The BTC stays timelocked on the Bitcoin network, nothing is lent out, and there is no slashing. Access is limited to eligible institutional clients, but it shows a path other treasuries can follow.

@21Shares also joined for the third bond in a row, so Bond 3 drew both an ETP issuer and a public company, two quite different kinds of demand.

The bond sold out at about 1,005 BTC, which brings the total to 1,740 BTC across three bonds, with about 24M $STX locked alongside as the capacity each bond holds for its six-month term.

I would still call it early, since Bond 4 opens in early December and one sellout does not guarantee the next.

What I will be watching is whether the next institutions arrive the same way, through custody they already trust.
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Cipher 🍀 retweeted
Most traders don't lose for lack of information.

They lose because their process is scattered.
An idea here, signals there, limits only in your head. Every handoff is where discipline leaks out.

That's why @fleafamily's thesis stands out. Discovery, limits, execution and ong in one workspace, where each step informs the next.

Automation should follow rules you can see and adjust, and AI should help you act within the limits you choose, not decide for you.

Expect more post of FLEA from me. You will love what we are building at FLÈA. This is only the beginning !!
Onchain trading is a connected process: discover an opportunity, understand the signals, set your limits, execute and manage the position.

FLÈA’s thesis is that these steps belong in one workspace.

Discovery should inform your next decision. Automation should follow rules you try filters and exit conditions should be visible and adjustable.

That’s the role we see for AI: helping traders process information and act within the limits they choose.

The same thinking extends to creators. Launching a token and sharing fees with its community should come with clear economics from the start.

We’re building FLÈA around that complete journey from finding an idea to trading it, automating a strategy or launching something of your own.

Small bug. Big energy.
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A few months ago, i wrote about the pattern of only seeing stacks in the conversation when something was on fire. 🙂

Lately i keep running into stacks in places that used to feel far from it.

In july the story was a binance monitoring tag. On sept 3 bullish, an NYSE-listed d sBTC. on nov 5 bullish capital was one of the names staking BTC in bond 3, about two months from “we list it” to “we use it” reads to me like someone doing the follow-up work then the custody layer: @FireblocksHQ live in q2, @Anchorage building custody in september, and @BitGo this month, so institutions can stake from custody they already use. Three major custodians in a year isn’t a one-off.

The one that made me stop is smaller, at token2049 muneeb laid out post-quantum as one of three frontiers. About five weeks later @stackslabs ran a post-quantum sBTC vault withdrawal on mainnet and crypto.news and the defiant both covered it. It’s a test, not a network upgrade and the defiant is clear that it doesn’t touch existing sBTC wallets or the bitcoin backing but a roadmap line getting a mainnet receipt that fast stands out, and as far as i can tell that coverage is news, not placement.

Some of the rest is placement and to their credit it’s labeled. @coingecko bond guide says “in partnership with stacks” the block’s white papers episode with muneeb is “presented by stacks.” Alea’s q3 report discloses it was commissioned. A listing isn’t a partnersip, and a partnership isn’t organic reach and i’m not pretending otherwise, but it’s still the team putting stacks in front of coingecko readers, the block’s audience and allocators who read research. Add @Stacks jumping into a @wallstreetbets thread about what long-term holders do with their BTC, with a one-line answer, earning BTC on stacks and it’s the team showing up in rooms that aren’t theirs, which is exactly what i used to wish they did more of.

Credit to whoever is making these connections, you don’t see their names, which is how this work usually goes.

Good BD looks like luck from the outside, this doesn’t look like luck.

$STX $BTC
In july when binance put the monitoring tag on $STX, i said the community shouldn't only see muneeb on the tl when something's on fire.

I still think that's a fair standard, but a standard works both ways, so here's the other half.

Stacks Labs just announced muneeb is becoming moving into an advisory role. Most people read that as "founder returns" i read it as something quieter and more interesting, this isn't a rescue. Nobody's walking back into a burning building.

The official reasoning is almost boring in how clean it is. Alex came in to stand up stacks labs and ship bitcoin staking both are done.

Well, "done" has receipts, pox-5 went live in july. The genesis bond opened sept 10 with 21shares, @UTXOmgmt, @HashKeyCloud and @syphercapital, weekly btc rewards started sept 17. @Anchorage announced custody support a week later, this is the unglamorous stuff;

Org design, audits, partner testing, a hardfork. He came from stack overflow and hiro, not from CT, so almost nobody was going to clap for it.

So, let's actually clap, interim ceo is a thankless seat. he took it, built the machine, and he's staying on as an advisor, not leaving that's how you hand off something properly.

Now the part i think ct is skimming past.

The announcement says this formalizes what muneeb was already doing. Which is sitting across from institutions and sophisticated investors while the build was happening. So the title is catching up to the job and the job has changed. The seat is moving from "ship the thing" to "make the world understand the thing." The post is explicit about it hires, resourcing, visibility, korea, the middle east, hong kong, with the roadmap and partnerships continuing as planned.

My read not announced :) when your next phase is custodians, asset managers and exchanges, the founder-credential matters differently. Bitcoin since 2013, stacks in 2017, the first sec-qualified token offering in 2019, well that's not nostalgia that's a resume for exactly the rooms stacks now wants to be in.

What i'm watching:

🟧 Oct 10, bonding period 2. 500 btc of capacity vs 230 in genesis. does it fill?
🟧 Who gets hired "resource alignment and hires" is the line i'd bet most people scrolled past
🟧 How far distribution stretches beyond the regions named. The places where ct is loud but institutions haven't looked yet
🟧 Whether the founder as ceo keeps showing up on the tl in the quiet weeks. He's been more present since july and i'm glad, the test is whether it holds.

Congrats muneeb and alex, properly, thank you.

$STX $BTC
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Cipher 🍀 retweeted
How it feels when they goggle it to prove you are wrong but you are still right
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procrastination dey actually save me from alot 💀
no dull moment in crypto

squeekchain gone

- founder deleted project account
- detected his personal account
- discord gone

bullish sentiment back to zero... lmao
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Cipher 🍀 retweeted
Try staffing a network with strangers.

Every launch needs operators, and there is no market where trust is sold. Most chains fill their validator sets from people who already have capital and hardware. @GenLayer chose to grow its own. Read Pre-Mainnet Staking as an academy.

The job is real. Validators run the nodes that keep GenLayer working, paid a fee in GEN for every transaction they process.

The entrance rule: a node running for at least 30 days on Clarke, the testnet before mainnet. There is no exam to sit. There is a season to play. And the rule does not convert length into breadth: going for 10 seats means running 10 nodes at the same time.

Never ran a node? The academy expected you. Run it yourself or choose a node-as-a-service partner to run it for you. Either way, the node is yours. Hire the coaching staff. The contract stays with the player.

While you train, the points keep score: every GEN staked collects 1 Staking Point a day, and at the mainnet snapshot the Foundation-backed node seats are shared out in proportion to points. The academy table decides who signs.

The winners start as validators, initially backed by the Foundation's own GEN. The club funds the contract. The career is yours to play.

Most networks launch with validators they rented. This one will field operators it trained itself.

What is the longest you have ever kept something alive?
At mainnet, the Foundation will back a set of validators with its own GEN.

Those are the node seats, and Pre-Mainnet Staking decides who gets them.

Points, leaderboard, nodes: all in one minute 👇
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we are at the time we yawn and brush.

this post fetched me few followers that lub elysium, that says a lot hehe but I still choose to remain diplomatic 😗

even if those followers may feel like accts automated, it says a lot aiidy

so let this be your cue to making posts that are relevant, your sugar needs its ants too.

(<^•_•^>)
regardless of what drama CT serves us, let's take a look at what goes on between @Enter_Elysium and @RobinhoodCrypto.

you know me as the guy whose curiosity doesn't kill the cat + I like looking into some talks like this

so...back to it, they both have strong propositions, but option challenges differ.

☇ robinhood: distribution is its biggest advantage.

It already has an established financial audience.

its Q3 2026 report showed:

-• 28.7 million funded customers.
-•$395.9 billion in platform assets.
-• over $80 billion in first-quarter DEX volume.
-• more than $50 million in chain fees.

that is something very much significant.

but the challenge is that brokerage customers aren't automatically onchain users & robinhood still needs to convert its existing audience into sustained blockchain activity.

☇ to elysium: which is built around execution.

it was developed by Kinetiq using Arbitrum Orbit, elysium provides dedicated infrastructure for the @HyperliquidX ecosystem.

its specifications include:

-• 100ms target block times.
-• 300 million gas per second.
-• HYPE as its native gas token.
-• settlement on HyperEVM.

the opportunity is backed by a busy ecosystem.

hyperliquid's perpetual markets recorded over $239 billion in 30-day volume and approximately $7 billion in open interest.

and wait! these are Hyperliquid figures, not Elysium's own.

☇ so what do the numbers say?

elysium reports:

-• 73 million+ transactions.
-• 10.5 million addresses.
-• 96.33% transaction success rate.

robinhood chain recorded approximately:

-• $1.05 billion in TVL.
-• $1.02 billion in stablecoin market cap.
-• $595 million in daily DEX volume as of november 10, 2026.

these metrics measure different things: network activity versus capital and trading activity. still yet, neither alone proves lasting adoption.

☇ but what are the risks?

I see a need for robinhood to turn its distribution into organic onchain usage. Its Q3 crypto trading volume also fell 38% year-over-year.

elysium also must attract sustained liquidity, developers and applications while relying on the growth of the wider Hyperliquid ecosystem.

ending it all, I would say, based on observation that robinhood has stronger demonstrated financial traction while elysium has a specialised infrastructure proposition.

i'm not calling a winner yet but we know the real test is which one can turn its current advantage into sustainable economic activity.
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Cipher 🍀 retweeted
Most people interact with liquidity every time they trade on Solana without knowing what powers it behind the scenes.

One of the major players making that possible is Meteora.

Meteora is a dynamic liquidity infrastructure layer built on Solana,powering trading activity,token provision across the ecosystem.

It isn’t just another swap app but the infrastructure that helps other platforms, traders and liquidity providers operate.

Let’s break down what makes it important. 🧵
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vamp (n)

it originally means a coin that copies whatever is already pumping so it can feed on the original's attention

and once you know the word you start seeing vamps everywhere:

● creators remaking the tweet that blew up

● p2p apps fighting for attention

● prediction g!

nobody is building anymore..

everybody just wants to copy the next shinning thing.

be different, be the guy that started the trend.

🍀
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Cipher 🍀 retweeted
commit today into your hands oh lord.

may we receive alerts.

may meet paying devs.

inshallah!
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Cipher 🍀 retweeted
you wouldn’t want your money frozen when you need it most.

take control of your assets.

your keys. your control. simply tangem.
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Cipher 🍀 retweeted
when your crypto sits on an exchange

the exchange holds the keys, which means you're trusting a company to hand your coins back whenever you ask for them

and history shows that trust isn't always rewarded.

self-custody fixes that by putting the keys in your hands, and after it's the smoothest way i've found to do it.

here's my experience 🧵 #WhyTangem @Tangem
Tangem's $10,000 Giveaway is back 🚀

Moving your crypto? Tell the world why you chose to keep your keys:

1. Post with #WhyTangem & tag @Tangem. Show your Tangem Wallet or App, and share why you chose self-custody and Tangem
2. Fill out the form & QRT this post
3. Get rewarded in BTC:
th photos: $20
📸Photo post: $10

72 hours only🔥
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Cipher 🍀 retweeted
“I’m just gonna have a cigarette have a Red Bull and maybe have a nice coffee somewhere”

Dani says has he’s been asked what is doing to prepare for the day
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Cipher 🍀 retweeted
I built Merchants of NEAR for the NEAR HACKATHON 2026 🏰

What if a trading game had an economy that actually lived and breathed?

Meet Nearhaven, a simulated trading civilization where 10 AI merchants compete, businesses rise and fall, and every trade affects the market.

This hard coded prices and lifeless NPCs.

Here’s what you can do:

💰 Trade goods across cities using real supply and demand.
🤖 Compete with autonomous merchants that make their own economic decisions.
🚚 Run caravans and exploit price differences between markets.
📜 Complete contracts and build your reputation.
🏗️ Build businesses and turn them into on-chain deeds.
🏰 Join guilds and compete for seasonal dominance.

The NEAR integration is where ownership gets interesting:

• NEAR Wallet authentication using NEP-413.
• Business deeds backed by on-chain certificates.
• Atomic on-chain marketplace transactions.
• Businesses transfer to their new owners after purchase.
• Soulbound achievement badges.

The simulation runs off-chain for a smooth gaming experience, while ownership and important transactions are settled on NEAR.

Your businesses aren’t just entries in a game database. They’re assets you can own and trade.

Built for the Games With Real Economies track.

🎮 Play: merchants-of-near-game.vercel.app

💻 Code: github.com/DMLDeFi/chainb…

X - @marchantsnear

@NearBuilders | @NEARLegion | @NEARProtocol | @NEAR_Blockchain | @near_ai
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commit today into your hands oh lord.

may we receive alerts.

may meet paying devs.

inshallah!
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Cipher 🍀 retweeted
There's always something new happening on CT.
Keeping up with the stories, the catalysts and the markets around them is where @swaydotfun gets interesting.
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decided to shill my bags..

closed mouth don't get fed

attention has actually shifted to mihao

big titty coin still holding strong

C5xph2yL6gMdxmuLGxJBkGpmuDFfyi5fqkBNhvL6pump

i found entry at 1 milly..

let's do 3x kek
Public companies hold more than 1.3 million BTC, over 6% of the total supply, and most of it earns nothing while it sits on balance sheets.

Bond 3 on @Stacks is where one of the biggest of those holders stepped in.

@Bullish holds about 22,000 BTC and is the first company among holders to earn BTC with Stacks.

It staked through BitGo's qualified custody, which I think is the real story, because its treasury arm said Stacks lets it explore BTC rewards while keeping its established custody arrangements in place.

The BTC stays timelocked on the Bitcoin network, nothing is lent out, and there is no slashing. Access is limited to eligible institutional clients, but it shows a path other treasuries can follow.

@21Shares also joined for the third bond in a row, so Bond 3 drew both an ETP issuer and a public company, two quite different kinds of demand.

The bond sold out at about 1,005 BTC, which brings the total to 1,740 BTC across three bonds, with about 24M $STX locked alongside as the capacity each bond holds for its six-month term.

I would still call it early, since Bond 4 opens in early December and one sellout does not guarantee the next.

What I will be watching is whether the next institutions arrive the same way, through custody they already trust.
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Cipher 🍀 retweeted
did you know you could hit a jackpot and win $10K every week?

and even if you miss the jackpot, but your prediction is closest to the winning point, you still walk away with a FREE $100.

yes, you heard that right, and it happens every single week.

all you have to do is join predict the price movements of 6 cryptocurrencies:

$BTC, $ETH, $SOL, $HYPE, $ZEC and $PEPE.

what are you waiting for?
join

cryptosix.fun/r/Anonymous
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Cipher 🍀 retweeted
I tried tapping into the lore of ITIA with this one

video created and edited on @sumistudio_ai
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Cipher 🍀 retweeted
STACKED UP EP.7 - $STX BTC Staking Bond 3 | $BTC back to $78k | BitGo Integration x.com/i/broadcasts/2…
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Cipher 🍀 retweeted
gM gM

Built something new for the @PayPal AI Hackathon.

Meet Haggle 🛍️

An online marketplace where buyers can negotiate prices with AI instead of settling for fixed prices.

Guys, check out the quoted post for a quick walkthrough. Would love to hear your thoughts.

Have a blessed day. ❤️
I’ve been working on something for the PayPal AI Hackathon, and here’s what I built: Haggle. 🛍️

Think about how often people negotiate prices when buying things, especially in markets or through WhatsApp and Instagram DMs.

“What’s your last price?”
“Can you reduce it?”
“Add buy.”

It’s a familiar experience, but sellers spend so much time going back and forth with potential buyers. Sometimes the conversation doesn’t even lead to a sale.

That’s the problem I wanted to solve with Haggle.

Haggle is an online marketplace where prices aren’t completely fixed. Buyers can negotiate with an AI that represents the seller, just like they would in a physical market.

Here’s how it works:

A seller lists a product with an asking price, a secret minimum price they’re willing to accept, and approved concessions such as free delivery or bundle discounts.

When a buyer finds something they like, they can open a chat and make an offer.

The AI negotiates on the seller’s behalf, responds to offers, makes counteroffers and can exchange perks for a better price.

Once both parties agree, the deal is locked for 15 minutes, giving the buyer time to complete checkout through PayPal.

There’s an important layer behind the negotiation.

The AI doesn’t control the seller’s minimum price. That is enforced by the backend, so even if a buyer tries to push an offer below the seller’s limit, the system rejects it.

This means sellers can negotiate without exposing their margins or constantly monitoring their DMs.

And buyers get a familiar shopping experience where they have room to make an offer instead of simply accepting the listed price.

PayPal handles the payment process, from creating the order to capturing payment and confirming successful transactions through webhooks.

The idea is to bring the traditional market experience into online shopping, while making the process easier for both sides.

Haggle: Chat with the AI. Agree on a price.

Built for the PayPal AI Hackathon.

Live demo: haggle-six.vercel.app

Would love to hear what you think.

#PayPalAIHackathon
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