CaraDelevingne.btc
570 posts






🚀 $STX market cap can reach $100B after Self-Custodial Bitcoin Staking deployment. I did the math and what I saw is bigger than what I was thinking. Only 2 reasons suffice to convince me: 1. With self-custodial Bitcoin Staking on L1, powered by @Stacks for a better and more sustainable BTC yield mechanism, $STX will be a staking power for BTC stakers. This implies, 99% of $STX can be locked in PoX as staking power for Bitcoin Staking on Bitcoin L1. Why 99% of $STX locked? Where does Stacks get liquidity? @StackingDao unlocks $STX liquidity with stSTX and stSTXbtc, which are currently used for LPs, collateral on lending platforms, and more in DeFi on Stacks. So, self-custodial Bitcoin stakers can stake $STX on StackingDAO to gain Bitcoin staking power, while receiving stSTX or stSTXbtc liquidity tokens and continuing to earn staking rewards. Self-custodial Bitcoin staking on L1 means that BTC holders lock their BTC on Bitcoin L1 following onchain predefined rules, and the locked BTC remains controlled by their private keys. No one can access their BTC. This is exactly what Bitcoin holders want. Both institutional and retail BTC holders are hungry for a product that lets them earn BTC yield on their holdings without giving up custody of their Bitcoin. 2. Bitcoin staking is a $200B-$300B market at current levels, base case scenario. With the Bitcoin staking model on Stacks and 4.35% PoX gross APY paid in native Bitcoin, Stacks could capture a $100B market share in the base case scenario. If these dynamics play out as expected and development continues on schedule, $STX could potentially reach $50 per token over time.


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Timing of Reg Crypto - the gateway to trillions in new digital capital. "Reg Crypto" refers to the U.S. SEC's upcoming "Reg Crypto" framework (also called the token issuance safe harbor or clarity rules under Chair Paul Atkins). It was recently advanced to final review/OIRA and could be finalized in the next 30–90 days as of April 2026. The framework introduces structured exemptions/safe harbors for token fundraising and issuance, including: A Startup Exemption - up to $5M raise with a 4-year runway and principles-based disclosures (lighter requirements for early-stage projects). A Fundraising Exemption - up to $75M in 12 months with more financials/disclosures (for scaling protocols). A Decentralization Off-Ramp - pathways to exit heavy regulation once a token achieves sufficient decentralization.


Investors pay a subscription for this? The pathological denial of reality is real.

A whale has deposited 336,000k STX into Stacking DAO native pool! Stacking DAO has the only 0% fees native stacking pool on @Stacks and the whale likes the idea of it.















