31 August 2026
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__BORROW AGAINST YOUR LIQUID STAKED BTC WITH ZEST__
The latest Zest Protocol explainer breaks down Bitcoin staking on Stacks and how its Markets and Vaults build on the native BTC rate.
https://x.com/ZestProtocol/status/2094421198717534277
GPSC.BTCСсылка
Gm GP!
Happy new week!
I think the cap fills fast. 3% isn’t the highest BTC yield out there, but getting it through self-custodial staking with institutional players like HashKey Cloud and UTXO Management involved makes the offer pretty compelling.
The initial cap is also relatively small, so it wouldn’t take a huge amount of demand to fill it. With those participants already involved, I can see the first 100 BTC going pretty quickly.
havinsGm GP!
Happy new week!
I think the cap fills fast. 3% isn’t the highest BTC yield out there, but getting it through self-custodial staking with institutional players like HashKey Cloud and UTXO Management involved makes the offer pretty compelling.
The initial cap is also relatively small, so it w
Yeah, the yield isn’t the headline. Custody is. 3% in BTC with keys still on L1 is a different product than 8% in a wrapper.HashKey Cloud + UTXO Management in the first Genesis Bond also changes the signal. That’s not retail farm flow. That’s DAT / institutional BTC that usually sits idle because most yield products fail the custody test.
self-custody is the reason these institutions have the ability to take part. Dont sleep
Eze Miracletext not yet in the index
This is a much needed part of the process Eze, glad you got to get some air! Touching grass is how we fix our frequencies
GPSC.BTCСсылка
I think the bigger selling point is the structure, not the 3% APY by itself. Native BTC yield with the coins staying on L1 and no rehypothecation is a different proposition from chasing higher yields with added counterparty risk.
With HashKey Cloud and UTXO already participating, I’d expect the first cap to get tested pretty quickly. The interesting part will be what happens after the first bond, whether that initial demand turns into a repeatable institutional BTC yield market.
Eze MiracleI think the bigger selling point is the structure, not the 3% APY by itself. Native BTC yield with the coins staying on L1 and no rehypothecation is a different proposition from chasing higher yields with added counterparty risk.
With HashKey Cloud and UTXO already participating, I’d expect the fir
Most higher-yield options fail the same three filters: custody, denomination, and rehypothecation. This one clears all three, which is why HashKey Cloud and UTXO showing up matters more than the APY.First cap should get tested fast. The real tell is bond two. If the same names roll, and a few more DAT desks join, that’s when it stops looking like a pilot and starts looking like a market.
GPSC.BTCYeah, the yield isn’t the headline. Custody is. 3% in BTC with keys still on L1 is a different product than 8% in a wrapper.HashKey Cloud + UTXO Management in the first Genesis Bond also changes the signal. That’s not retail farm flow. That’s DAT / institutional BTC that usually sits idle because mo
Yeah actually, APY alone won’t pull institutions in.
Custody is what holds them back.
Take that away with self-custodial staking and the amount of BTC that can enter the market gets way bigger.
Most people are still missing that part.
Eze MiracleYeah actually, APY alone won’t pull institutions in.
Custody is what holds them back.
Take that away with self-custodial staking and the amount of BTC that can enter the market gets way bigger.
Most people are still missing that part.
Exactly. Institutions aren’t under-yielded. They’re under-permissioned.They already have the BTC. What they don’t have is a way to put it to work without handing over keys, wrapping it, or taking someone else’s balance-sheet risk.Remove custody as the blocker and the addressable pile isn’t a few thousand BTC. It’s idle treasury BTC that has been sitting at 0% on purpose.
GPSC.BTCExactly. Institutions aren’t under-yielded. They’re under-permissioned.They already have the BTC. What they don’t have is a way to put it to work without handing over keys, wrapping it, or taking someone else’s balance-sheet risk.Remove custody as the blocker and the addressable pile isn’t a few tho
Yeah, I agree. Bond two is probably the more important signal because the first launch can attract attention simply from being new.
If institutions actually roll their BTC forward and more treasury desks join, that would show the demand is for the structure itself, not just the initial yield opportunity. That’s when I think Bitcoin-native yield starts looking like a real capital market rather than an experiment.
Eze MiracleI think the bigger selling point is the structure, not the 3% APY by itself. Native BTC yield with the coins staying on L1 and no rehypothecation is a different proposition from chasing higher yields with added counterparty risk.
With HashKey Cloud and UTXO already participating, I’d expect the fir
Hundred percent.
Yields can be gotten anywhere, but that’s not what true Bitcoin believers want.
They want Bitcoin being Bitcoin without compromise, and that’s what makes BTC staking on Stacks really appealing.
Because of that, I don’t see the initial cap taking long to max out at all.
GPSC.BTCThis is a much needed part of the process Eze, glad you got to get some air! Touching grass is how we fix our frequencies
Absolutely!😂 Touching grass is underrated therapy.
How often do you manage to disconnect, GP?
Eze MiracleYeah, I agree. Bond two is probably the more important signal because the first launch can attract attention simply from being new.
If institutions actually roll their BTC forward and more treasury desks join, that would show the demand is for the structure itself, not just the initial yield opport
That’s the right frame.Bond one proves the rails work. Bond two proves the capital wants to stay.If HashKey, UTXO, and a few more treasury desks roll instead of exiting, you’re not looking at a launch event anymore. You’re looking at a duration product. That’s the difference between a pilot and a market.