Decided to buy a Pengu and join the @pudgypenguins

GM @pudgypenguins 🐧 ☕️

'Top crypto projects with sufficient cash and runway to dominate their respective verticals will sweep the upcoming market' So @Stacks then.

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.

My bet for end 2026: 1) BitVM3-style verification ships on mainnet 2) Bitcoin Collateral Vaults eat the wrapped-BTC market 3) wBTC & cbBTC stay under 1% of BTC market cap forever 4) The first $1B in self-custodial BTC loans get issued without a wrapper @ZestProtocol

I want to LP $ZEST but I can’t swap on @bitflow . Is anyone else getting failed swap transactions? @ZestProtocol

Making the most of the recent $STX volatility on @bitflow . $127 earned in 1 day. Annualized this would be 681% APY.

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! 🟧

Start of the Ninja squad? @silkyjonesbtc @mikeyakson @artigobtc Who else has a Leo Ninja? 😼🥷

$ZEST is now listed on @binance Futures with up to 10x leverage.

Ninja style.

Time for @StackingDao TGE? Or liquid BTC token? Maybe both eventually.

Stacks had a BIG May! $33.99M in DEX volume, 106,440 DEX trades, and $ZEST is up 708% following their TGE @Stacks 30-Day Overview - DEX Volume: $33.99M - Active Traders: 1,865 - Trades: 106,440 Full breakdown below 👇

The Bitcoin Staking whitepaper introduced a new model for earning yield on bitcoin. This week we're breaking down the 7 features that define how it works and why it's built differently 🟧

Deploying capital into blockstack:native ecosystem Where is the best opportunity? Open to risk

Zest Protocol announces Bitcoin Collateral Vaults. Lock BTC on L1, borrow stablecoins on EVM chains.

The @Stacks 2026 roadmap is live - Anchor Capital (self custodial BTC staking - Scale Infrastructure (100x throughput) - Bitcoin Native Finance (lending, vaults, perps) The future is bright (and orange) 🟧

Back online after a few months away Locked in on Bitcoin and @Stacks

Bitcoin-backed yield is the future. @Saylor mentions Hermetica as one of the first on-chain projects building it with @Strategy’s STRC. Live from Bitcoin 2026.