What is the core positioning of STX and what position does it occupy in the cryptocurrency market?
Stacks (STX) is a cryptocurrency with market cap $0.4B, ranked #113. Stacks brings Apps and Smart Contracts to Bitcoin.
Who is the founding team of STX and what is their background?
Stacks has a dedicated development team. Stacks brings Apps and Smart Contracts to Bitcoin. Apps built on Stacks inherit all of Bitcoin’s powers.
What are the important milestones in the development history of STX?
Stacks brings Apps and Smart Contracts to Bitcoin. Apps built on Stacks inherit all of Bitcoin’s powers.
What is the technical architecture and infrastructure of STX?
Stacks operates as a blockchain protocol. Homepage: http://stacks.co/. Whitepaper:. Stacks brings Apps and Smart Contracts to Bitcoin.
What are the characteristics of STX’s economic model?
Stacks total supply: 1840683491.0812, circulating supply: 1840683491.0812. Stacks brings Apps and Smart Contracts to Bitcoin.
What governance model does STX adopt?
Stacks is governed by STX token holders through on-chain voting. Stacks brings Apps and Smart Contracts to Bitcoin.
What are the main application scenarios and ecological development of STX?
Stacks brings Apps and Smart Contracts to Bitcoin. Apps built on Stacks inherit all of Bitcoin’s powers.
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Crypto.com
06-02 19:48
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⚡ STX Flash Sale Rewards ⚡
Allocate up to 21,200 STX – don't miss this chance to win amazing rewards! 😱
💸 12% Annualized Return
🗓️ 14-Day Lock-in Period
⚡ Limited to the first 423,000 STX allocations
⏳ June 4th to June 18th, 2026
Click here to learn more 👉
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Marc Andreessen 🇺🇸
06-01 01:54
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While it's unclear whether this will become a lasting trend, CEOs and CTOs have rediscovered their passion for coding thanks to coding agents.
I've received private messages (and "in-mails") from CEOs of publicly traded companies telling me they've fallen in love with software delivery again, thanks to Claude Code and Vercel.
These "dream clients" are people we've always longed to work with, whereas in the past, their executives often only learned about their infrastructure late in the project.
Coding agents are the ultimate way for enterprises to achieve Product Lifecycle Management (PLG). Poor legacy software can no longer be hidden. From interns to CEOs, the entire organization can clearly see which technology stacks are truly effective.
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Token Terminal 📊
05-28 18:03
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👥⛓️ Since the beginning of the year, @Stacks' monthly active addresses have increased by approximately 400%, reaching 562,000 in May.
See the chart below 👇
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Token Terminal 📊
05-28 02:02
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👥⛓️ Since the beginning of the year, @Stacks' monthly active addresses have increased by approximately 400%, reaching 562,000 in May.
See the chart below 👇
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Arya@Sister Sheep Community🦅
05-27 13:35
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A Review of Global Storage Stocks and ETFs
The storage sector is mainly divided into storage chips (DRAM/HBM/NAND) + hard drives/SSDs/storage devices + enterprise storage software/cloud storage, etc.
I. Core Stocks in Storage Chips
1. Micron Technology (MU): One of the world's three largest DRAM (memory) manufacturers, also producing NAND (flash memory) and HBM (high-bandwidth memory).
Core Business: DRAM + NAND + HBM, the only pure memory manufacturer listed on the US stock market.
Currently, its market capitalization is $1 trillion, and its stock price is $900.
The world's second largest DRAM (memory) company is:
#Samsung, the leader, the strongest across all categories, listed only on the main board of the Korean stock market, currently with a market capitalization of approximately $1.4 trillion. Directly buying Samsung Electronics stock is inconvenient; you can buy BlackRock's ETF $EWY, which heavily invests in two major Korean storage semiconductor giants: #Samsung Electronics and #SK Hynix;
#SK Hynix: The world's second largest DRAM manufacturer. 1. **Hynix Memory Technologies (HBM):** A leading global manufacturer of high-bandwidth memory (HBM) for AI applications, with a market capitalization exceeding one trillion. Also a South Korean company, consider buying its Hong Kong-listed shares (07709 #Southern 2x) for a long position.
2. **SanDisk (SNDK):** A leading NAND flash memory manufacturer, producing SSDs/storage chips. It will be spun off from Western Digital in 2026.
Total market capitalization: $235 billion.
3. **Western Digital (WDC):** HDD hard drives, NAND/SSDs, enterprise + consumer storage.
Strong demand for AI data center SSDs, collaborating with SanDisk.
Market capitalization: $180 billion.
4. **Seagate Technology (STX):** A leading HDD manufacturer, primarily producing enterprise/data center hard drives.
Stable demand for AI cold storage/archiving, strong cash flow.
Market capitalization: $189 billion.
5. **Silicon Motion (SIMO):** The world's largest independent SSD controller chip and NAND controller chip company, producing AI PCs/ Server Storage Chips
(Does not produce flash memory, only the brain)
Clients: Samsung, SK Hynix, Micron, Kioxia, Western Digital, Kingston, SanDisk, etc.
AI PCs exploded in 2026, leading to a surge in demand for controller chips, resulting in strong year-to-date gains.
Market Cap: $9.8 billion Dynamic PE: 36.84
6. NetApp (NTAP)
A leading US enterprise-grade hybrid cloud storage and data management company, a component of the S&P 500.
Positioning: Selling storage systems + software + cloud services
Number one global market share in enterprise-grade all-flash arrays, a leader in hybrid cloud storage.
Market Cap: $27.4 billion
II. Core Storage ETFs
1. $DRAM: Pure Storage Chip ETF
Listing: April 2, 2026, the world's first pure storage chip ETF
Holdings (9 stocks, highly concentrated):
Micron MU: 26.77%
SK SK Hynix: 23.75%
Samsung Electronics: 18.55%
Kioxia, SanDisk, etc.
2. $EWY: EWY Korea MSCI ETF - iShares
BlackRock's ETF index
EWY tracks large and mid-sized South Korean companies, primarily holding SK Hynix and Samsung Electronics;
3. HK 07709 Southern Double-Leverage Long Hynix
Purchased in Hong Kong stocks
4. A-Shares 513310 China-Korea Chips
Core holdings: Samsung Electronics, SK Hynix, Cambricon, Hygon, North China Microelectronics, SMIC, GigaDevice, 042700 Montage Technology, AMEC
5. A-Shares Hong Kong-US Internet LOF
Core holdings: TSMC, Nvidia, SanDisk, Micron, Tencent, Google, Alibaba
CNOOC, Broadcom, Microsoft
My key holdings:
$mu $DRAM $China-Korea Chips
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CryptoDiffer Analytics
05-26 16:20
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Price Discovery Board: @Citrea_xyz $CTR
#CTR trading began today at 13:00 UTC and has raised $16.7 million. This board uses benchmark data from other #Bitcoin scaling projects (such as @StarkNet, @ZestProtocol, and @Stacks) to compare potential FDV solutions.
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Tesla Owners Silicon Valley
05-25 03:14
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Update: You can now use Grok or X Premium subscriptions directly within OpenCode.
This enables developers to use the same model as Grok Build, optimized for high-speed coding workflows and deeper codebase understanding.
AI coding tools are rapidly being integrated into developers' technology stacks.
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Crypto Tony
05-24 18:21
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Looking to get involved in robotics in 2026? Here are 10 companies I recommend to help you get involved:
1. TSLA
Building one of the most vertically integrated humanoid robot technology stacks, integrating Optimus Gen 3 hardware, its proprietary AI5 inference chip, and an FSD-based AI brain powering its fleet.
2. NVDA
Providing a platform layer for the entire robotics industry, featuring the Isaac GR00T base model, the Cosmos world model for synthetic training data, and onboard computing power from the Jetson Thor.
3. PLTR
Providing the Foundry and Warp Speed operational task control layers for robot and autonomous vehicle fleets, integrating sensor and machine telemetry data into a single deployable operational map.
4. $OUST
A leading pure-play 3D digital LiDAR company, its Rev8 native color sensor product line has been delivered to $GOOGL and Volvo Autonomous Driving, and is directly integrated into NVIDIA's Jetson robotics stack.
5. $AVGO
Provides custom network chips, Tomahawk + Jericho switching ASICs, and high-speed connectivity for data transfer between robots, sensors, and servers in the autonomous system stack.
6. $AVAV $KTOS $AVEX $ONDS
Building drone swarms to support autonomous defense networks.
7. $QCOM
Provides the Snapdragon Ride autonomous platform and on-device AI inference SoCs, powering perception, decision-making, and motion control loops within robots, drones, and vehicles.
8. $SYNA
Astra's multimodal edge AI processor provides wireless connectivity and sensing for smart appliances, factory automation, and autonomous robotic systems; its core IoT product sales grew 31% year-over-year.
9. $ISRG $PRCT $SYK $MDT
Providing surgical robots that are reshaping the operating room.
10. Amazon ($AMZN)
Amazon deploys hundreds of thousands of warehouse robots to move and pick goods, while SYM and SERV are working to build autonomous mobile robots to support order fulfillment and last-mile retail logistics.
Am I missing something?
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Fiona ❤️& ✌️
05-21 21:27
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One of the biggest highlights of the conference call was Jensen Huang's insightful views on AI development. What are the new trends in AI development? How does he, as the CEO of the world's largest AI company, think about this? What are his thoughts on embodied intelligence and enterprise AI?
I've compiled Jensen's points from the conference call and subjectively summarized them. The full text is quite long, so I recommend saving it.
Let's see where the AI wave is in his eyes 🌊.
1️⃣ "We are still at the very beginning of AI"
AI is actually an aggregation of several things. AI is an amazing technology that will reshape every industry—from the way we develop software, to healthcare, financial services, retail, and almost every industry, including transportation and manufacturing, and we are only just beginning.
But we can also think about it from another perspective: Where exactly do we need intelligence, we need digital intelligence?
The answer is: in every country, in every industry.
That's why we realize that AI is also an "infrastructure." This is a way of delivering technology that requires factories, and these "factories" produce tokens. These tokens are crucial to every industry and every country.
From this perspective, we are still in a very early stage because the adoption of this technology is still in its very, very early stages.
2️⃣ "AI Can Think – Reasoning is the New Stage of AI"
We have just reached an extraordinary milestone: AI can now reason or "think," which is what people call "inference time scaling."
This has ushered in a completely new era in which reasoning will become a very important part of the overall computing workload.
Now we have agents that can reason, "super agents" that use a large number of tools, and even clusters of multiple super agents that allow agents to collaborate and solve problems together.
Therefore, you can imagine how many times more computationally powerful and intensive these agents, built on large language models, are compared to early one-off chatbots, and how many more problems they can solve.
3️⃣ "Enterprise AI is just getting started"
Current intelligent agents are truly capable of performing tasks. They can understand vague and implicit instructions, possess problem-solving abilities, utilize tools, and have memory, among other things. Therefore, I believe enterprise AI is ready to take off.
We will also see AI enter the enterprise, also known as on-premise deployment, because a large amount of data still resides locally.
Access control is extremely important; moving all of an enterprise's data to the cloud is very difficult. Therefore, we will bring AI into the enterprise.
For the past few years, we have been building a computing system that:
can run enterprise AI technology stacks, as well as traditional enterprise IT technology stacks, and integrate AI.
Now we have:
🌟RTX PRO Enterprise AI Server, capable of handling all enterprise-level and AI workloads;
🌟DGX Spark and DGX Station, specifically designed for developers who want to develop on-premise.
But remember, enterprise IT truly comprises three pillars: compute, storage, and networking. Computation is just one pillar. Now we've finally integrated all three and are bringing this complete solution to market.
4️⃣ "Industrial-Grade AI: A New Era of One-to-One AI-Factory Pairing"
Just like electricity and the internet, technologies that ultimately impacted all industries became infrastructure; the same is true for information infrastructure.
"Intelligence" is undoubtedly one of those things.
I can't think of any company, industry, or country that considers "intelligence" optional. It's an indispensable infrastructure.
Today, every factory used to produce physical goods will, in the future, have an "AI factory" alongside it. This AI factory will be responsible for "producing" and operating AI for the physical factory, not only for the factory's own operation but also for driving the products and equipment manufactured by the factory.
Soon, we will also see a large number of robotics companies emerge, and these companies will also build specialized AI to drive robots. Therefore, we are currently only at the starting point of building all this infrastructure.
5️⃣ "AI proliferation rules revoked, a collective awakening is underway in the US"
The revocation of AI proliferation rules is truly inspiring.
President Trump wants the US to win this (AI) competition, and he understands that the US is not the only player. He wants the US to win and recognize that we must push the "American technology stack" globally, allowing the world to build on it, rather than turning to alternatives.
The revocation of AI proliferation rules comes almost exactly as countries around the world begin to realize the importance of AI—viewing it as infrastructure, not just something that arouses curiosity or is "important technology," but truly infrastructure to support their industries, startups, and societies.
Just as everyone had to build electricity and internet infrastructure in the past, now everyone has to build AI infrastructure.
I believe this "collective awakening" is happening and creating tremendous opportunities.
6️⃣ Sovereign AI:
Countries are investing in AI infrastructure just as they invested in electricity and the internet in the past. No country can do without AI.
One important consequence of the so-called "restructuring of the world order" is the on-shoring of production in various regions, with the establishment of new local manufacturing capacity and factories everywhere.Besides AI factories, new electronics manufacturing plants and chip manufacturing plants are also being built around the world. The construction of all these new factories and production lines coincides perfectly with our work in Omniverse, AI, and robotics-related fields.
However, to truly create these 'AI systems in the physical world,' massive amounts of data are necessary for training. This brings us back to the cycle: more data, more training, and the creation of more AI.
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CryptoDiffer Analytics
05-18 22:52
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@ZestProtocol is a Bitcoin lending protocol that allows users to borrow and lend using their own BTC as collateral. Currently, its total value locked (TVL) is approximately $100 million, with 800 BTC deployed. The protocol is backed by Tim Draper, Yzi Labs (Binance), and Trust Machines (Stacks co-founder Muneeb).