According to @muneeb, Bitcoin will likely never add privacy at the base layer, placing future privacy features on BTC L2s instead. source: @muneeb He states that if BTC on L2 is fully self-custodial and the L2 offers a full VM, stealth BTC addresses can be implemented at the L2 level. source: @muneeb He adds that information leakage occurs when bridging, but moving from a public L1 address to a stealth L2 address also leaks data, with the design keeping the public address on L1 and the stealth address on L2. source: @muneeb He identifies the core technical hurdle as guaranteeing fully self-custodial L2 BTC so users can always reclaim BTC even if the L2 fails. source: @muneeb He concludes that once fully self-custodial, programmable BTC on L2 exists, a new privacy design space opens, positioning BTC privacy as an L2-driven narrative for traders to track. source: @muneeb

According to @muneeb, Bitcoin will likely never add privacy at the base layer, so privacy features like stealth BTC addresses should be built on Layer-2s such as Stacks if the L2 is fully self-custodial (source: @muneeb on X, Nov 17, 2025). According to @muneeb, information can leak both when crossing a bridge and when moving funds from a public address to a stealth address, and he proposes a design with the public address on L1 and the stealth address on L2 (source: @muneeb on X, Nov 17, 2025). According to @muneeb, the hard technical requirement is a fully self-custodial L2 BTC model that guarantees users can always retrieve their BTC even if the L2 fails (source: @muneeb on X, Nov 17, 2025). According to @muneeb, he is actively working on this approach to enable stealth BTC addresses on an L2 like Stacks (source: @muneeb on X, Nov 17, 2025).

According to @muneeb, it is normal to talk about privacy again, as stated in a public X post on Nov 11, 2025 that tagged @BarrySilbert and @dan_pantera, explicitly framing privacy as a mainstream crypto topic (source: @muneeb on X, Nov 11, 2025). For traders, social discourse on X has measurable links to crypto market behavior, with Twitter sentiment showing predictive power for Bitcoin returns and trading volume (source: Kraaijeveld and De Smedt 2020, Journal of International Financial Markets, Institutions and Money). Monitoring attention metrics such as tweet volume and search interest around privacy topics can help anticipate momentum shifts in BTC during narrative spikes (source: Kristoufek 2015, PLoS One).

According to @muneeb, the privacy theme is re-emerging in Bitcoin and crypto and builders should focus on fundamental ideas while markets respond over time (source: @muneeb, X, Oct 22, 2025). The post serves as a narrative signal rather than a trade catalyst, as it provides no specific assets, price levels, or timelines for execution (source: @muneeb, X, Oct 22, 2025). The author does not reference tickers, on-chain metrics, or targets, indicating this is high-level guidance rather than actionable trade instructions (source: @muneeb, X, Oct 22, 2025).

According to @muneeb, Bitcoin should be clearly separated from the gambling, risky, and inflationary aspects of other digital assets, positioning BTC as a store of value with durable 21M supply and a truly decentralized community, which frames the investment thesis for BTC dominance as a monetary asset, Source: @muneeb on X, Oct 19, 2025. According to @muneeb, current crypto chains host stronger on-chain economies—naming Aave for lending, Uniswap for trading, and noting that the bulk of stablecoins are issued on alt-chains—highlighting a competitiveness gap for Bitcoin’s on-chain activity, which is directly relevant for liquidity and developer flow monitoring, Source: @muneeb on X, Oct 19, 2025. According to @muneeb, existing Bitcoin-aligned solutions like Lightning, RGB, and Fedimint have limitations and are not achieving market adoption remotely comparable to crypto chains, indicating that adoption metrics on these systems are key indicators to track for BTC ecosystem traction, Source: @muneeb on X, Oct 19, 2025. According to @muneeb, the priority path is to build trust-minimized Bitcoin L2s with privacy features such as shielded addresses, enable a thriving on-chain BTC economy for lending and trading, and make Bitcoin the settlement layer for major stablecoins and RWAs, outlining concrete development milestones traders can monitor, Source: @muneeb on X, Oct 19, 2025. According to @muneeb, the community should ask what is missing from Bitcoin tech—trustless bridges and the right incentives for L2s and sidechains—and learn from crypto’s developer adoption and active on-chain economy, giving traders a checklist of catalysts around bridges, L2 incentives, and developer traction, Source: @muneeb on X, Oct 19, 2025. According to @muneeb, free markets will judge, and the target outcome is BTC as the default internet money with robust on-chain activity; traders can translate this into a watchlist that includes Bitcoin L2 launches with privacy, on-chain BTC lending and DEX volumes, stablecoin issuance and settlement on BTC, and RWA integrations on BTC rails, Source: @muneeb on X, Oct 19, 2025.

According to @muneeb, Stacks ranks #5 by developers and could reach the top-10 on CoinMarketCap, as stated in an X post on Oct 15, 2025. source: @muneeb on X Traders should treat the ranking and top-10 forecast as unverified and cross-check against independent developer metrics such as the Electric Capital Developer Report before making positioning decisions. source: Electric Capital Developer Report Electric Capital identifies sustained developer growth as a leading indicator of ecosystem health and user retention, which can precede improvements in token fundamentals and liquidity. source: Electric Capital Developer Report For STX, on-chain usage drives fee demand because transactions and smart contracts are paid in STX, while Stacking enables holders to earn BTC, directly linking network activity to token economics. source: Stacks Foundation documentation Key catalysts to monitor include the Stacks Nakamoto upgrade and sBTC development aimed at faster Bitcoin finality and a more usable BTC peg, which could affect throughput, latency, and adoption if delivered. source: Stacks Foundation roadmap Execution checklist: verify market-cap placement on CoinMarketCap, track daily active addresses and fees via Stacks ecosystem explorers, and monitor STX relative strength versus BTC given its Bitcoin L2 positioning. source: CoinMarketCap and Stacks Foundation resources Risk reminder: the top-10 market cap statement is the author’s opinion, not a guarantee, so position sizing should account for headline-driven volatility. source: @muneeb on X

According to @muneeb, Stacks introduced a dual stacking mechanism that lets users lock BTC on-chain to earn BTC yield from consensus, source: @muneeb on X, Oct 15, 2025. According to @muneeb, users can optionally add STX as a rewards booster on top of BTC locking, source: @muneeb on X, Oct 15, 2025. According to @muneeb, the litepaper is live and v1 starts in October 2025, source: @muneeb on X, Oct 15, 2025. For traders, the key details are BTC-denominated rewards and the STX booster tied to Stacks consensus, source: @muneeb on X, Oct 15, 2025.

According to @muneeb, bitcoin treasury companies (DATs) are just getting started, aligning BTC’s store-of-value profile with efficient capital markets. Source: @muneeb on X, Oct 3, 2025. According to @muneeb, the next step is bitcoin yield delivered through Layer 2 networks, pointing to development of L2-based BTC yield products. Source: @muneeb on X, Oct 3, 2025.

According to @muneeb, he will deliver a 10:45am talk on the MEXC stage at Token covering why Bitcoin treasury companies known as DATs matter and the market pressure to generate BTC yield, source: @muneeb. According to @muneeb, the session will detail the role Stacks L2 plays in Bitcoin DATs, which is directly relevant for traders tracking BTC yield narratives and Stacks ecosystem developments, source: @muneeb.

According to the source, Episode 8 of PrivacyInMotion features Midnight Network and Brave with Muneeb discussing how Bitcoin L2s aim to return user control, privacy, and power amid a data economy lacking accountability, highlighting a continued focus on Bitcoin Layer 2 privacy and user-sovereignty themes relevant to BTC market narratives. source: official X announcement dated Sep 29, 2025.

According to @muneeb, Gemini went public on Nasdaq this week, adding another Bitcoin-focused company to U.S. public markets; source: @muneeb on X, Sep 13, 2025. He notes Tyler and Cameron Winklevoss started buying BTC in 2012, filed for the first Bitcoin ETF in 2013, launched Gemini in New York in 2014 with an extreme compliance focus, and backed Ethereum (ETH), Filecoin (FIL), and Stacks (STX) via Winklevoss Capital; source: @muneeb on X, Sep 13, 2025. The post highlights that the 2013 ETF filing preceded the U.S. SEC’s spot Bitcoin ETF approvals by 11 years in Jan 2024, underscoring the regulatory runway for institutional adoption; source: U.S. SEC approval orders on Jan 10, 2024, and @muneeb on X, Sep 13, 2025. The post does not provide a ticker, valuation, or float for the alleged listing, which are key inputs for liquidity and price-discovery analysis; source: @muneeb on X, Sep 13, 2025.

According to @muneeb, @KyleSamani, @novogratz, and @zsparta now oversee the largest SOL treasury through DATs, enabling strategies beyond simple buy-and-hold. Source: @muneeb on X, Sep 12, 2025. He stated that Solana (SOL) delivers a 1.86% real yield from organic economic activity compared with Ethereum (ETH) at 0.41%, highlighting a notable yield differential relevant to staking-return comparisons. Source: @muneeb on X, Sep 12, 2025. He added that Bitcoin (BTC) can have yield via inflation of L2 tokens and that some avenues for real BTC yield are emerging. Source: @muneeb on X, Sep 12, 2025. He credited @saylor with starting DATs and said Kyle and others are introducing new variants aimed at educating Wall Street and accelerating adoption of Bitcoin and decentralized tech. Source: @muneeb on X, Sep 12, 2025. Based on the figures provided, the SOL-ETH real-yield spread is approximately 1.45 percentage points (1.86% minus 0.41%), offering a concrete benchmark for relative yield assessment in SOL vs ETH positioning. Source: @muneeb on X, Sep 12, 2025.

According to @muneeb, 2024 provided a first glimpse of Bitcoin DeFi and the start of an on-chain bitcoin economy, and current work by Stacks developers and other projects targets making BTC fully self-custodial for L2s and DeFi. source: @muneeb on X, Sep 11, 2025. For trading, this post directs attention to Bitcoin Layer 2 and Stacks (STX) development milestones around self-custodial BTC flows as the near-term narrative to monitor. source: @muneeb on X, Sep 11, 2025.

According to @muneeb, the sBTC cap on Stacks is scheduled to be removed on Sep 16, enabling sBTC exchange listings, easier on-ramps, and opening doors to more institutional integrations, source: @muneeb, X, Sep 9, 2025. The minimum sBTC deposit threshold will be lowered from 0.01 BTC to 0.001 BTC, making sBTC more accessible for everyday users and DeFi builders, source: @muneeb, X, Sep 9, 2025. These changes increase market access for sBTC pairs and related STX and BTC venues by enabling listings, easing onboarding, and removing issuance ceilings, source: @muneeb, X, Sep 9, 2025. The update is positioned as pushing the Bitcoin on-chain economy forward and provides a clear Sep 16 timeline for integration readiness, source: @muneeb, X, Sep 9, 2025.

According to @muneeb, Stripe and Paradigm announced Tempo, a new stablecoin-focused chain backed by Paradigm funds and Stripe’s balance sheet, organized to execute with startup-like speed for crypto infrastructure. Source: @muneeb. He notes Stripe has recently acquired and integrated crypto-native firms Bridge and Privy, has strong in-house engineering and founder-level talent, and brings unparalleled distribution and initial customers through its existing market position. Source: @muneeb. He adds Paradigm is atypical for a VC, with CTO Greg and in-house crypto and security R&D hires, signaling strong technical depth behind Tempo. Source: @muneeb. Addressing censorship concerns, he argues that Tether (USDT) and USDC already implement blacklist and freeze controls, so centralized stablecoins on decentralized rails do not gain censorship resistance; instead, fast UX, low fees, and stablecoin-denominated gas can drive adoption. Source: @muneeb. He views Tempo as competing more with newer stablecoin chains like Plasma or Stable than with Ethereum, and says it could take usage from chains that rely heavily on stablecoins for revenue and narrative, to some extent including Ethereum (ETH). Source: @muneeb. From a Bitcoin builder perspective, he advocates for Tempo-like chains to leverage Bitcoin (BTC) security and finality as Stacks settles to Bitcoin L1, and to support issuance of BTC-derived assets such as sBTC. Source: @muneeb.

According to @muneeb, the new Stacks endowment is officially registered and operational, marking what he describes as the next chapter of the Bitcoin onchain economy. Source: @muneeb on X, Aug 25, 2025. For traders, the confirmed operational status is a concrete event to track for subsequent disclosures that could influence liquidity and builder activity around STX and BTC, while the post itself does not specify size, mandate, or deployment timing. Source: @muneeb on X, Aug 25, 2025.

According to @muneeb, the new Stacks Endowment has been established to provide long-term support for the Bitcoin Layer 2 (BTC) ecosystem. Muneeb emphasizes that Bitcoin is expected to remain relevant for over a century, making it critical for its Layer 2 infrastructure to be sustainable for decades. The endowment aims to ensure the longevity and stability of Stacks, which could become the default network rails for BTC transactions, providing traders and investors with confidence in the network's long-term viability and security. Source: @muneeb.

According to @muneeb, the Stacks (STX) growth SIP passed with a 97% approval rate and the highest voter turnout in the protocol's history. This approval secures approximately $400 million in new capital at current prices, positioning Stacks to aggressively pursue growth strategies over the coming years. Additionally, Stacks completed the first-ever SEC-qualified token offering, setting a regulatory precedent. Traders should monitor STX closely as this influx of capital and regulatory clarity could drive increased adoption and market activity. Source: @muneeb.

According to @muneeb, recent cryptocurrency market cycles are unfolding as a result of significant activity driven by Bitcoin and public market participation, notably influenced by figures like Saylor. @muneeb emphasizes that public markets operate differently from traditional crypto environments, and projects that successfully integrate with these markets can unlock substantial new growth opportunities. This shift is signaling a new era for the crypto sector, where alignment with public market mechanisms could be critical for future trading strategies and project scalability (source: @muneeb).

According to @muneeb, the Stacks team is actively reviewing community feedback on the latest Stacks Improvement Proposal (SIP), with further discussions scheduled on X Spaces following the Bitcoin Vegas event (source: @muneeb, June 2, 2025). This ongoing engagement suggests potential adjustments to the SIP that could influence the trajectory of the STX token. Traders should monitor tomorrow’s X Spaces call for updates that may impact short-term STX price volatility and market sentiment, as strong community involvement often precedes significant protocol changes in the crypto sector.