Stacks
STX- Analisado
- 22 de out. de 2026
- Motor
- v5.2.0
- Calculado
- 2026-10-22 05:31 UTC
- Hash de entradas
- cba7c748e836
O Lite desbloqueia Stacks por completo. Variação, cenário, sinal, fatores de risco, catalisadores.
Pesquisa, não constitui aconselhamento financeiro. Leia os termos.
Evidências dos pilares
Conjunto de dados 22 de out. de 2026. 6 fontes, 12 citações.Em inglês
Sustentabilidade85
Transparência85
Receita80
Inovação92
Comunidade77
Tokenomics72
Fontes
- 1docs.stacks.co/concepts/consensus/proof-of-transferCitado por Sustentabilidade, Receita, Tokenomics
- 2defillama.com/chain/StacksCitado por Sustentabilidade, Receita, Comunidade
- 3github.com/stacks-network/stacks-coreCitado por Transparência, Inovação
- 4stacks-network.github.io/stacks/stacks.htmlCitado por Transparência
- 5docs.stacks.co/concepts/sbtcCitado por Inovação
- 6coingecko.com/en/coins/blockstackCitado por Comunidade, Tokenomics
Sobre Stacks
Análise de 22 de out. de 2026Em inglês Tradução pendente: esta análise é apresentada em inglês.
Stacks (STX) operates as a Bitcoin Layer 2 smart contract network secured by Proof of Transfer consensus. As of October 22, 2026, roughly 1.85 billion STX circulate to support Clarity smart contracts settling on Bitcoin Layer 1.
Visão geral completaMostrar menos
The network activated its PoX-5 hard fork in July 2026 alongside SIP-039 Clarity 5 execution upgrades. On-chain decentralized finance holds $121 million in DeFiLlama TVL, led by Zest V2 at $75.9 million.
Furthermore, the non-custodial sBTC peg holds $545 million tracked by Nansen across more than 7,400 holders. Institutional integrations with Fireblocks and BitGo connect regulated Bitcoin custody to Stacks lending and liquidity pools.
Tese de investimento
Stacks anchors native Bitcoin programmability without modifying Bitcoin Layer 1 consensus as of October 22, 2026. The network combines Nakamoto fast blocks, the July 2026 PoX-5 upgrade, and SIP-039 Clarity 5 features such as WebAuthn onboarding.
Tese completaMostrar menos
DeFiLlama records $121 million in ecosystem TVL across Zest V2 at $75.9 million, Granite at $26 million, and StackingDAO at $20 million. Additionally, sBTC reached $545 million in Nansen-tracked TVL across 7,400 holders after removing deposit caps.
Institutional access expanded through Fireblocks, serving over 1,800 institutional clients, alongside BitGo and Circle xReserve integrations. The SIP-031 endowment allocates 500 million STX over five years, including a $27 million 2026 builder and liquidity budget.
Key risks center on that 500 million STX emission schedule and concentration of lending activity inside Zest V2. Sustained sBTC adoption and Wormhole Native Token Transfers to Solana and Sui remain central to long-term valuation recovery.
Pontos fortes
- The SIP-031 endowment allocates 500 million STX over five years, deploying a $27 million 2026 budget for engineering and liquidity.
- Ecosystem DeFi TVL reaches $121 million on DeFiLlama, led by Zest V2 at $75.9 million, Granite at $26 million, and StackingDAO at $20 million.
- The PoX-5 upgrade in July 2026 and SIP-039 Clarity 5 added WebAuthn support, doubled stack depth, and 30x network capacity.
- Fireblocks, BitGo, and Nansen integrations connect over 1,800 institutional clients to sBTC minting and native Bitcoin DeFi yield.
- The AIBTC agent framework runs over 150 autonomous agents with 8,700 transactions across more than 400,000 network wallets.
Riscos
- The SIP-031 endowment adds 500 million STX over five years on top of uncapped Proof of Transfer block reward emissions.
- Analytics providers report divergent sBTC figures between Nansen at $545 million and DeFiLlama at $308 million.
- DeFi liquidity remains heavily concentrated in Zest V2, which holds $75.9 million of the $121 million total protocol TVL.
- Alternative Bitcoin Layer 2 rollups and sidechains compete aggressively for institutional BTC deposits and developer teams.
Posição competitiva
Stacks leads Bitcoin Layer 2 ecosystems in developer activity and institutional custody integrations as of October 2026. DeFiLlama tracks $121 million in ecosystem DeFi TVL across Zest V2 at $75.9 million, Granite at $26 million, and StackingDAO at $20 million.
Posição completaMostrar menos
Meanwhile, sBTC holds $545 million on Nansen across more than 7,400 holders with deposit caps removed. Fireblocks and BitGo integrations provide regulated custody access that smaller Bitcoin rollups and sidechains lack.
Furthermore, the 500 million STX SIP-031 endowment funds a $27 million 2026 budget for protocol engineering and liquidity incentives. While Rootstock, Lightning Network, and EVM-compatible Bitcoin chains offer competing execution models, Stacks differentiates through Proof of Transfer settlement on Bitcoin Layer 1 and non-Turing-complete Clarity smart contracts.
Conclusão
As of October 22, 2026, Stacks operates as the primary smart contract and decentralized finance layer settling on Bitcoin. The July 2026 PoX-5 hard fork, Clarity 5 upgrades, and $121 million in DeFi TVL demonstrate sustained technical execution.
Conclusão completaMostrar menos
While the 500 million STX SIP-031 endowment introduces long-term supply dilution, Fireblocks institutional custody and sBTC adoption anchor network demand. Investors seeking Bitcoin Layer 2 infrastructure exposure can accumulate STX ahead of self-custodial sBTC upgrades.