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Hmm. Seems important.

The total cash balance of companies in the S&P 500 alone sits at $8T.

Sypher Capital recently posted its latest newsletter. 🪙 AZ and NH first states to launch a Bitcoin reserve! 🟠 Stacks Integrates with SUI 🏦 OCC Provides Clarity on Banks Holding Crypto 2️⃣1️⃣ A New and Improved MicroStrategy Launching? ⭕ Circle Gets Buyout Offer(s) from Ripple

Bitcoin treasury companies are viable if you believe in $BTC. You are essentially betting that the company’s cost of capital is < BTC’s future returns. That said, in exchange for the premium valuation you now must weigh in company specific risks to your BTC investment.

USD underpins CeFi. Bitcoin is the ultimate store of value. So what happens when DeFi builds on $BTC? It’s already happening: $STX, $BABY, $LBTC, $CORE. Don’t blink.

Muneeb shot the bazooka for Stacks today. 1. Self-custody and unilateral withdrawals of sBTC 2. Sustainable underlying yields for sBTC via dual-staking 3. Potential to secure other protocols w/ dual staking and earning yield in BTC 4. Tier 1 stablecoins should be coming soon

Why would @Circle entertain offers before stablecoin legislation? Once regulation is available, the potential buyer universe will then include traditional banks and big tech with much deeper pockets.

Reposting for the timeline.

We’ve gotten several inbounds from investors totally new to Bitcoin, who are looking to diversify their gold ownership. 🧐

$MSTR is an interesting play, but the value creation is driven by the arbitrage between the company’s cost of capital and the expected returns on Bitcoin. Based on our calculations, the cost of equity for $MSTR has now reached 20%+. 🤷‍♂️

It’s about damn time... Institutions are demanding Bitcoin yield, and SIP-031 is the gas to pour on the fire. A community-led endowment to scale Stacks—funded by emissions still lower than other blue-chips protocols? Makes too much sense. $STX $SBTC #Bitcoin

Super smart in our opinion. BlackRock is basically locked in and incentivized to be a strategic partner going forward. Seems to derisk the concerns around the concentration of revenue at CB. If a company wants to buy Circle in the future, it just got more expensive.

Presenting our latest house view on stacks.btc! In this report, we cover: - #BTCFi as a trillion dollar market, and how stacks.btc will capitalize it - why #sBTC is a game changer - latest alpha and roadmap for the Stacks ecosystem - our STX price prediction

I’ve been reading some backlash around SIP-031, and I get it, the crypto space is built on skepticism of anything that sounds like "money printing." But after carefully reading Part 1 & 2 of the proposal, I want to offer my own take on why this SIP isn’t a threat, it’s actually

Wow, moving $sBTC is lighting fast! stacks.btc #STX

Not making a call either way as to whether one should or should not get involved with $USDh but love the transparency.

Let’s Go!

IF you believe that stablecoins will represent a large share of US treasuries ($29T mkt) and $CRCL will share an oligopoly in that… …is a $20B valuation too big or too small?