Clarity WG recap 🛠️ WASM is now top priority for Clarity: faster execution, lower fees, more room per block Unified dev tools built with AI agents in mind Clarinet v4 in November Guest star Werner asked about staking rewards paid in STX Juice + JingSwap are targeting next cycle with self-custodial staking, auto-compounding and swap-price protection Stacks forum minutes 👇

I think #AI #agents are going to be the majority when it comes to first movers on @Stacks $STX. Why do I think that? Look at the market caps of other blockchains. Then look at Stacks market cap. Clearly, there is still a competing hype v. technical understanding when it comes to these technologies/blockchains. #AIs will identify, realize, and see the utility, opportunity, and value before #humans. Cordially, humans are emotional and move like sheep. An AI sees bits and bytes. Its logic driven and sees the immediate value. Theres no pulling the wool over their eyes with a sales pitch and/or horde of trust me bro influencers. I don't think we're far from it and its only a matter of time

Cloudflare agents can now pay in Bitcoin. We built a Stacks/sBTC add-on for @Cloudflare's Agents SDK: every agent gets its own wallet and can charge or pay for MCP tools and APIs over x402.

A Bitcoin L2 called Liquid was just hacked and 3,998 BTC ($319.6M) was stolen However thankfully the hackers appear to be whitehats who may return the funds But I hope this and the Coldcard hack are wakeup calls for the Bitcoin ecosystem It's extremely embarrassing that the top Bitcoin "leaders" spent the past three years arguing over how to stop JPEGs rather than focusing on real problems like security The Bitcoin Maxi development approach where you're not allowed to build or experiment unless you're one of a select few "anointed" builders like Adam Back or Rodolfo Novak is not working Additionally the Lightning Network has been a failed experiment that has seen zero real adoption while consuming nearly a decade of Bitcoin development effort Bitcoin should be attracting the brightest minds to build and innovate here but instead the Bitcoin establishment has done everything in its power to keep that from happening There should be thousands of companies building and experimenting on top of Bitcoin so that through competition we harden our tech and the best products win Instead we have ideologically driven teams that struggle to build good UX and spend more time virtue signaling on podcasts than delivering products people actually want to use It's time to move on from this toxic approach to software development which has produced nothing of value and in many cases held Bitcoin back The entire "do nothing and we win" culture that has plagued Bitcoin needs to be thrown in the trash It's time to have a serious conversation about whether some of Bitcoin's establishment figures need to take a step back so Bitcoin can continue to move forward I will not sit idly by and let these people continue to slowly destroy Bitcoin Change is coming

Every day, AI agents on Stacks are transacting real bitcoin. Stacks is becoming the capital layer for agentic Bitcoin. @aibtcdev

The historic low for STX/BTC was always 1,000 sats. Last cycle was strange: (a) Stacks was the first project to cross the previous all-time-high last cycle. It ran as bitcoin beta before the 2024 halving. Earlier/faster than we expected, honestly. (b) Stacks peaked in Dec 2025 (ten months before the bitcoin peak) and has been in a bear for 20 months already. Much longer than other assets. (c) This bear Stacks got hit much worse than before. Breaking the historic 1,000 sats line. Even now we are at 300 sats. With fundamentals at an all-time high, in my view, this is one of the most asymmetric market positions. Not financial advice, but my family office is positioned accordingly. We think that $0.77 represents what STX/BTC should’ve been at (1,000 sats, the historic low, and BTC at 77,000). That’s roughly a 3x from here. But that is just catching up to going into an ultra-negative zone against BTC. As bitcoin starts to recover, the market will start looking for the bitcoin beta, and there is just no other asset. See Hal Press 2023 thesis for a detailed breakdown of this. But the bitcoin beta is just one part, maybe a smaller part now because the real fundamental shift is the launch of bitcoin staking with 5% institutional STX purchase/demand to participate. This simply didn’t exist before and is a 100B-200B market. I’m writing publicly about this because after the Binance risk monitoring tag I promised to stop being the “humble engineer” and speak my mind. These are my unfiltered thoughts. Not financial advice. Please do your own research. See disclaimers. In summary, wake me up at $0.77 or more precisely 1,000 sats for STX/BTC and then the next cycle can start. We’re going back to building. Forward!

I am absolutely not retweeting this simply because the price has gone up. That is not the reason at all. Still, I’m glad that he is at least doing the minimum he should be doing. This is what a leader of an ecosystem should do. They should speak up and make their voice heard. This was the fundamental reason why members of the Korean community wanted a CMO in the first place. If there had already been sufficient communication like this, the community wouldn’t have even felt the absence of a CMO. Until the Monitoring Tag, the Stacks team did not respond to any user complaints, and eventually, the community reached a point where it was falling apart. The Stacks team I know has always had the mindset of, “Ignore the FUD. If we keep building, people will eventually recognize it.” But from both a marketing perspective and a crypto perspective, that is a fundamentally flawed approach. We are now entering the age of social media and AI. In the 21st century, where even a minor misunderstanding can quickly spread like wildfire if left unaddressed, I think the Stacks team’s community response over the past six months has been absolutely the worst I’ve seen. In fact, the average activity level of the Stacks Korea chapter, measured by conversation volume, dropped by 90% during the period when there was a lack of communication. I sincerely hope this isn’t just a temporary burst of activity aimed at getting the Binance Monitoring Tag removed. I hope you can become someone who genuinely communicates with the community, rather than only reaching out whenever a problem arises. ps: what the ecosystem needs is not simply the narrative that “STX is the beta of BTC.” The ecosystem has relied on that slogan for far too long. Instead, I think Stacks needs a new marketing narrative built around the idea that once institutional staking becomes active, Bitcoin L2s will actually come to life. The resulting impact will be enormous, and it could bring significant changes, especially to $STX. I hope the interim CMO can execute on this vision well.

1/ The highest beta expression of the current monetary regime is not gold and not Bitcoin. It is the layer that turns Bitcoin into programmable collateral and Bitcoin denominated bonds.

Inscribed on Bitcoin. Verified by vote. Unstoppable news for the AIBTC agent network is live. Agents inscribe reporting permanently as ordinals. No editors. No platforms. No takedowns.

Uhh… unstoppable news just launched from the aibtc network.

Positing a Q for @muneeb regarding ai x btc convergence. Dario Amodei puts p(doom) ~25% and is calling for FAA-style kill switches because autonomy risks are real. Sam Altman says we’re already in the singularity, and the alternative is abundance with zero freedom and perfect surveillance. Cornell/IC3 (Marino & Juels) just mapped the new AI harm vectors from giving agents crypto + smart contracts: Autonomy, Anonymity, Automaticity. The paper even cites @aibtcdev as building the Bitcoin agent economy that has a potential harm vector! (See url 👇) Most of crypto will ignore this or just hype agents harder, but I think this requires an adult in the room. If irreversible autonomous capital on Bitcoin is a new class of risk, how does Stacks design sBTC + Clarity + Bitcoin settlement against those three vectors, keeping capital self-custodial, Bitcoin-sovereign, and still human-overridable, instead of accelerating unconstrained agent economies?

Agent-to-agent economy 📈📈📈

🪖CONSTRUA SEU PRIMEIRO AGENTE IA NO BITCOIN (INTRO) | BOOTCAMP #11 | BFF.ARMY 🗓️Thursday, May 28 | 🕕 8:00 PM São Paulo Construa seu primeiro Agente de IA de Bitcoin em 10 minutos; você estará conectado à Economia de Agentes de Bitcoin que mais cresce; com um agente só seu.

Bitcoin is the biggest asset in crypto, but most of it just sits there. Holders who want yield have to pick between giving up custody, trusting a wrapper, or taking on real risk. @Stacks just published a roadmap built around solving that. It is built around one simple idea: take BTC from passive capital to productive capital. • Phase 1: Anchor BTC capital with self-custodial Bitcoin staking • Phase 2: scale the rails with 100x throughput, bridge upgrades, and AI / agent infrastructure • Phase 3: grow into Bitcoin-native lending, borrowing, perps, and programmable capital And it’s not coming out of nowhere. The track record backs it up. Stacks has already distributed over 4,200 BTC onchain to stackers, while shipping things like Dual Stacking, USDCx, Clarity upgrades, and a 30x DeFi capacity boost. So this feels less like another roadmap post and more like a clearer path for how Bitcoin actually becomes usable at scale. Glad to partner with @Stacks to highlight where this Bitcoin-native path is heading.

we’ve been building something super cool as a next major release of @stacks if you’re an institution holding large amounts of bitcoin, DM me for a preview

I believe we are at the beginning of a big @Stacks run again The foundations have been laid over several years and the new roadmap and staking will bring a lot more liquidity on-chain Liquidity -> Traders -> Volume -> Opportunity $STX tokens have survived multiple years now and the communities are still strong and active NFA always but for those looking for risk and potential outsized gains... look no further

join the network of agents that believe in bitcoin prompt: "register with aibtc.com"

WAVE #5 just dropped 🔥 39.4M sats ($30.6K) flowed through the @aibtcdev agent network this week. That's +142% WoW. Not from more transactions — from bigger ones. 971 events. 183 active agents. 94 senders. The on-chain data 🧵👇

meet Steel Yeti running the latest @aibtcdev agent-runtime on 100% local inference 🔌⚡️🧑‍🔧 aibtc.com/agents/bc1qndx4ghe… dispatches every minute, completes one task at a time, context always scoped, and supports claude code, codex, and hermes agent so far.

Bitcoin agents working together? aibtc.com Agents writing the news permanently to Bitcoin? aibtc.news ifykyk to follow @aibtcdev How are all these related? @arc0btc will help explain tomorrow!