Pinned Tweet
I really believe we are at the early stages of a generational $STX rally
In previous runs the price was largely speculation but now the fundamentals are stronger than ever
→ Clear demand for BTC staking (institutions and 1st caps filled)
→ Direct value accrual to the STX token (price goes up as demand increases)
→ Token gets locked in the process (lowers float)
→ Robust DeFi ecosystem with apps like @ZestProtocol with $ZEST ($180M FDV) and @StackingDao with liquid stBTC, @bitflow etc all growing quickly
→ Clear vision from @muneeb with the Three Frontier Plan for @Stacks
And one thing that is often overlooked is the community
Stacks really is different. People have built here for years, are passionate and stuck to the task which is very rare in crypto nowadays
Battle tested through the downturns, held through multiple cycles and still standing
Time to pay attention to $STX
In previous runs the price was largely speculation but now the fundamentals are stronger than ever
→ Clear demand for BTC staking (institutions and 1st caps filled)
→ Direct value accrual to the STX token (price goes up as demand increases)
→ Token gets locked in the process (lowers float)
→ Robust DeFi ecosystem with apps like @ZestProtocol with $ZEST ($180M FDV) and @StackingDao with liquid stBTC, @bitflow etc all growing quickly
→ Clear vision from @muneeb with the Three Frontier Plan for @Stacks
And one thing that is often overlooked is the community
Stacks really is different. People have built here for years, are passionate and stuck to the task which is very rare in crypto nowadays
Battle tested through the downturns, held through multiple cycles and still standing
Time to pay attention to $STX
While $BTC is pulling back, $STX is moving in the opposite direction.
STX has broken out of a long descending wedge and reclaimed the $0.203 and $0.288 levels. Price is now pushing toward $0.476 resistance.
Normally, STX tends to take cues from BTC because it's part of the when momentum shifts toward Bitcoin DeFi and its Layer 2 narrative, STX can outperform BTC.
Here's what I'm watching👇
A clean break above $0.476 could open the way toward $0.70.
If BTC stays weak while STX holds its breakout, it could get fueled by retailers for higher highs.
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Binance hacked for $6.3B
BTC under $80k
First "fear" reading since August
$STX: +8%, #1 gainer in the @CoinMarketCap top 100
Resilience in a red market is impressive and I’m accumulating heavily here
BTC under $80k
First "fear" reading since August
$STX: +8%, #1 gainer in the @CoinMarketCap top 100
Resilience in a red market is impressive and I’m accumulating heavily here
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Muneeb feels confident the bottom is in (or close) and I agree
Even after the Binance hack (biggest in crypto history - $6.3B), $BTC only dropped 2-3%
When hugely negative/bearish news doesn't affect price much... well that's a bullish sign to me
Even after the Binance hack (biggest in crypto history - $6.3B), $BTC only dropped 2-3%
When hugely negative/bearish news doesn't affect price much... well that's a bullish sign to me
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The world's biggest CEX lost $6B because of *checks notes* … one compromised laptop?
Something doesn't add up here
Glad users will be made whole, but this is a terrible look for the crypto industry
Something doesn't add up here
Glad users will be made whole, but this is a terrible look for the crypto industry
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private a detailed technical post-mortem once the investigation is complete and the facts are fully verified.
The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.
As an immediate precaution, Binance has:
- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.
Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.
Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.
binance.com/en/support/ann…
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Maybe it should be Binance with the monitoring tag and not $STX
Unconfirmed, but possibly massive binance hack. Entire Binance wallet drained into new EOA. Contract call was funded by Tornado Cash
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Binance looks to be hacked for at least $3.5B
Polymarket frontend hacked too
Stay safe out there folks… self custody, strong security and pray
Polymarket frontend hacked too
Stay safe out there folks… self custody, strong security and pray
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StackedUp EP.6 is out!
Here’s what we covered:
→ $BTC ETF inflows +$420M over the past 3 days
→ Hyperliquid +13% following ICE / NYSE news
→ @Stacks market data from @tenero_io
→ @StackingDao stBTC & 10%+ APY for $STX$STXkers
→ National Cat Day for $LEO$LEOo@LeoCoinSTX Commnd3monium OrdiGallery, @JuiceofBTC, @CharismaBTC & @Vibewatch_io affiliate partners
Catch the full replay 👇 and follow @StackedUpStream for next week
Here’s what we covered:
→ $BTC ETF inflows +$420M over the past 3 days
→ Hyperliquid +13% following ICE / NYSE news
→ @Stacks market data from @tenero_io
→ @StackingDao stBTC & 10%+ APY for $STX$STXkers
→ National Cat Day for $LEO$LEOo@LeoCoinSTX Commnd3monium OrdiGallery, @JuiceofBTC, @CharismaBTC & @Vibewatch_io affiliate partners
Catch the full replay 👇 and follow @StackedUpStream for next week
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reubs retweeted
Jason is smart. His points about Bitcoin need a detailed response:
- Other investment opportunities: I agree with Jason that, compared to 2020 or even 2023, there are more investment opportunities outside of Bitcoin now. Earlier, Bitcoin felt like the only/main frontier opportunity. Now AI, and even robotics, have changed that. However, not everyone can get involved with AI & robotics companies at seed or series A stages, where most of the early value is. Bitcoin is still in its “pre-IPO” days with open access for everyone.
- Offers nothing beyond a store of value: BTC very recently got self-custodial yield. Like ETH and SOL, BTC is a productive asset that can generate yield. BTC just got native yield. That takes BTC beyond a store of value and makes it work like a productive asset. Onchain Bitcoin capital markets are already here. This will reprice the asset.
- Bitcoin as a consensus trade: Bitcoin did get adoption from institutions, but it’s far from a consensus trade. Large asset managers still hold it as a risk-on asset in a small percentage of portfolios. AI has redirected a lot of liquidity and attention away from Bitcoin, which makes it an even more non-consensus trade now.
- AI vs Bitcoin: I don’t view things as AI vs Bitcoin. There might be some attention/liquidity competition, but these are two separate segments, each adding its own value and impact. It’s not zero-sum. Your gold savings serve a very different purpose than your stock portfolio.
Jason is a master at driving engagement (good for him!), but these topics are worth discussing anyway. Namely:
- How has the world changed because of AI, and should you reconsider how much stock you own vs. how much BTC/gold?
- Within the stock portfolio, how much is a bet on AI vs. other sectors?
- Are there Bitcoin-adjacent opportunities that have higher risk but higher returns?
- Are there ways to get involved in earlier-stage tech opportunities? (hard for most)
Personally, I’m long Bitcoin as I believe it should be 150K-200K+ by the end of 2028. More importantly, BTC is becoming a productive asset, and Bitcoin-adjacent opportunities are closer to seed/series-A returns, yet are publicly available.
AI will continue to have a massive impact, but it's not zero-sum against BTC for me.
- Other investment opportunities: I agree with Jason that, compared to 2020 or even 2023, there are more investment opportunities outside of Bitcoin now. Earlier, Bitcoin felt like the only/main frontier opportunity. Now AI, and even robotics, have changed that. However, not everyone can get involved with AI & robotics companies at seed or series A stages, where most of the early value is. Bitcoin is still in its “pre-IPO” days with open access for everyone.
- Offers nothing beyond a store of value: BTC very recently got self-custodial yield. Like ETH and SOL, BTC is a productive asset that can generate yield. BTC just got native yield. That takes BTC beyond a store of value and makes it work like a productive asset. Onchain Bitcoin capital markets are already here. This will reprice the asset.
- Bitcoin as a consensus trade: Bitcoin did get adoption from institutions, but it’s far from a consensus trade. Large asset managers still hold it as a risk-on asset in a small percentage of portfolios. AI has redirected a lot of liquidity and attention away from Bitcoin, which makes it an even more non-consensus trade now.
- AI vs Bitcoin: I don’t view things as AI vs Bitcoin. There might be some attention/liquidity competition, but these are two separate segments, each adding its own value and impact. It’s not zero-sum. Your gold savings serve a very different purpose than your stock portfolio.
Jason is a master at driving engagement (good for him!), but these topics are worth discussing anyway. Namely:
- How has the world changed because of AI, and should you reconsider how much stock you own vs. how much BTC/gold?
- Within the stock portfolio, how much is a bet on AI vs. other sectors?
- Are there Bitcoin-adjacent opportunities that have higher risk but higher returns?
- Are there ways to get involved in earlier-stage tech opportunities? (hard for most)
Personally, I’m long Bitcoin as I believe it should be 150K-200K+ by the end of 2028. More importantly, BTC is becoming a productive asset, and Bitcoin-adjacent opportunities are closer to seed/series-A returns, yet are publicly available.
AI will continue to have a massive impact, but it's not zero-sum against BTC for me.
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
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reubs retweeted
StackedUp is postponed today
This week's livestream will be tomorrow/Friday but we will keep you updated 🫡
This week's livestream will be tomorrow/Friday but we will keep you updated 🫡
It's my birthday, I turn 32 today!
Highlights from the past year:
- Welcomed my daughter into the world (best one ofc)
- Went all in on @Stacks, contributing to marketing and ecosystem growth
- Rebranded STXTools to @tenero_io and launched V2
- Made so many valuable connections and friendships
Goals for the next year:
- Stay grateful for my family and the life I’ve built
- Push $STX into the top 30
- Grow Tenero into a leading DeFi app
- Keep strengthening my circle
Here’s to 32 and the year ahead!
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555
It's my birthday, I turn 32 today!
Highlights from the past year:
- Welcomed my daughter into the world (best one ofc)
- Went all in on @Stacks, contributing to marketing and ecosystem growth
- Rebranded STXTools to @tenero_io and launched V2
- Made so many valuable connections and friendships
Goals for the next year:
- Stay grateful for my family and the life I’ve built
- Push $STX into the top 30
- Grow Tenero into a leading DeFi app
- Keep strengthening my circle
Here’s to 32 and the year ahead!
Highlights from the past year:
- Welcomed my daughter into the world (best one ofc)
- Went all in on @Stacks, contributing to marketing and ecosystem growth
- Rebranded STXTools to @tenero_io and launched V2
- Made so many valuable connections and friendships
Goals for the next year:
- Stay grateful for my family and the life I’ve built
- Push $STX into the top 30
- Grow Tenero into a leading DeFi app
- Keep strengthening my circle
Here’s to 32 and the year ahead!
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I will also be moving @StackedUpStream to tomorrow/Friday but will update on X
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