Blocks $B is a #memecoin and digital collectible on the @Stacks blockchain, backed by #Bitcoin #Runes, via the graduation mechanism at @fakfakfun. Created for entertainment only. It has no utility or promised value. (1/3🧵) 010000100110110001101111011000110110101101110011

GM Stackers! There will be a Q2 TC meeting this month. Please suggest items to the agenda so your community TC members know what's important to you 🫡 Add to it ➡️ forum.stacks.org/t/q2-2026-t…

The 'Freed Capital' angle is the part of the self-custodial staking thesis that I think is very interesting As $STX appreciates, the STX needed to rebond shrinks, freeing up capital to deploy into DeFi, all while your BTC stays locked and self-custodial on L1 Where that freed $STX could go on @Stacks: - Zest Protocol: lending/borrowing - Hermetica: earn vaults - Bitflow: HODLMM - StackingDAO: upcoming BTC LST This DeFi ecosystem has been battle tested and built to last over the last few years

We can do this for any NFT collection on @Stacks Dm's open if you want your art to live on-chain backed by @XtrataLayers rather than on ipfs where it's $not forever

Crypto is entering a consolidation phase. In the dotcom era, the markets simultaneously (a) overpriced the losers and (b) underpriced the eventual winners. The winners and the market size turned out to be way bigger than we imagined. Top crypto projects with sufficient cash and runway to dominate their respective verticals will sweep the upcoming market.

I want to talk to builders. People pushing things forward. Starting weekly spaces back up. Thursdays at 10am. If you have a dApp and want to chat. DM.

Thoughts on Stacks (blockstack:native) and markets: - The four year cycle stays true. Bitcoin highs are muted but lows also likely muted. - The AI models discovering bugs issue is real. Flight to safety will be a trend to watch. - Bitcoin stayed simple with verifiable and transparent supply. All additional functionality can be built on top. - Stacks optimized for safety and went for a decidable language (Clarity). Safety will end up being *the* thing to optimize for. - There is likely going to be one maybe two Bitcoin L2s that take all/most of the traffic. - After Bitcoin gets a quantum upgrade, depending on new signatures, Bitcoin bandwidth will likely decrease by 50%-97%; highlighting increased need for L2s. - Bitcoin staking is a $100B market with increased demand for BTC on BTC yield coming from institutions and DATs. - Stacks has seen two cycles before (1) mainnet launch (BTC smart contracts), (2) Nakamoto launch (speed & sBTC), now we’re working on (3) Bitcoin Protocol Bonds launch that unlocks the largest market yet. - Last year, the ecosystem restructured for operational efficiency plus a new treasury. Stacks Labs is well funded, laser-focused, and hyped up about the new launch. - Stacks is Lindy in crypto & Bitcoin at this point. Largest Bitcoin project by marketcap & active devs for 5 years. When BTC starts to recover, so will STX but as higher beta. - Bitcoin might reach $150K-$250K next cycle (halving is early 2028) which is a 3-4x, Stacks is more in the 20-50x range given higher beta history and upcoming catalyst of Bitcoin Protocol Bonds. (Not financial advice and more on protocol bonds later). - In the chart below, there were only three times in history for lowest entry points. Before mainnet when everything was unproven, before Nakamoto, and now. - The upcoming SIP for protocol bonds launch will likely get accepted, with good feedback from community to drop/adjust the boosted rewards period (I support adjusting/removing this variable.) We’re buying here and then patiently waiting next 6-months for protocol bonds to go live, markets to bottom out, and our thesis of Bitcoin as the king asset with a thriving on-chain BTC economy to play out. Let’s go! 🟧

I fed Claude a bunch of blockchain whitepapers, audits, and told it to search across the web for resources comparing $ZEC, $BASE, $STX, and $SOL. Here is the output. 🧵 .

$B 😎 Zen 😴 Take a look at 👉coingecko.com/en/coins/block…

100 $STX is Blocks $B Milli-Status

Where the Block $B Milli-naires at?

When my $B is in the green.

The next Stacks blockchain call is taking place on Tuesday, 2 June, at 10AM ET. As a Stacks builder, it's the moment for you to get feedback, discuss core network topics, and talk directly to Stacks Labs core engineers. Make sure to add it to your calendar. ⬇️

We should hire him.

Up. @bitflow @ZestProtocol @HermeticaFi @ALEXLabBTC @fakfakfun @VelarBTC @Stacks @StacksJapan @StacksDevs

STRC doesn't have to mean dollar yield. It also powers BTC-native yield in hBTC through stUSDh. How? @jakob_btc says it best.

$ZEST has arrived 🍊 to our @Stacks Ecosystem!

👁⛓️