EddieJayonCrypto

 29 Aug 24

tl;dr

The Stacks (STX) protocol has initiated the Nakamoto Upgrade, introducing Bitcoin (BTC) finality to its network. This upgrade aims to enhance the network's speed and block times, marking a new era of scalability for decentralized finance (DeFi) within the Bitcoin ecosystem. The upgrade has significa...

The Stacks (STX) protocol has initiated the Nakamoto Upgrade, introducing Bitcoin (BTC) finality to its network. This upgrade aims to enhance the network's speed and block times, marking a new era of scalability for decentralized finance (DeFi) within the Bitcoin ecosystem. The upgrade has significantly improved transaction speeds and reduced settlement times to around five seconds, boosting the network's usability. The introduction of sBTC, a decentralized asset backed 1:1 by Bitcoin, and the decline in total value locked (TVL) on the Stacks network post-upgrade are also notable developments.

Additionally, Bitcoin Layer-2 solutions are gaining popularity and substantial investment, with speculation that L2s could initiate a new bullish wave for Bitcoin and lead to capital rotation into Layer-2 tokens like STX.

The Nakamoto Upgrade marks a new era of scalability for decentralized finance (DeFi) within the Bitcoin ecosystem and is one of the most significant changes to the Stacks network. Activated on Wednesday, this upgrade enhances transaction speeds and reduces settlement times. Bitcoin’s standard settlement times previously ranged from 10 to 30 minutes or more. The Nakamoto Upgrade has slashed this to around five seconds—a 10X improvement that significantly boosts the Stacks network’s usability. The upgrade received strong community support earlier this year and sets the stage for several key developments in the Stacks ecosystem.

One of the major upcoming events is the introduction of sBTC, a decentralized asset backed 1:1 by Bitcoin. Stacks is specifically designed to enable smart contracts and dApps to use Bitcoin as a secure base layer. By extending Bitcoin’s capabilities without altering it, Stacks unlocks billions in latent capital, allowing for a more dynamic and functional ecosystem.

The Nakamoto Upgrade comes as projects built atop the Stacks blockchain endured less-than-desirable speeds. These slow transaction times negatively impacted the user experience, making it challenging to support high-volume use cases and limiting developers from delivering complex DeFi products. Despite the positive changes brought by the upgrade, which began on Wednesday, the total value locked (TVL) on the Stacks network has decreased by over $7 million, dropping from $98.10 million to $90.62 million. This decline in TVL suggests that the upgrade’s immediate impact on market confidence was mixed, even as the network undergoes notable improvements.

BeInCrypto data shows STX, the native token of the Stacks network, is trading for $1.59 at press time, down 8.5% since Thursday session opened.

Bitcoin Layer-2 solutions are progressively gaining popularity and have attracted significant investment. VC funding towards Bitcoin L2s continues to grow, collectively raising an impressive $94.6 million in the second quarter of 2024. This represents a substantial 174% increase quarter-over-quarter. There is also speculation that L2s could spark a new bullish wave for Bitcoin, especially as the focus on scaling increases. This rising demand might lead to capital rotation, with overflow potentially moving into Layer-2 tokens like STX, Elastos (ELA), SatoshiVM (SVM), and BVM (BVM).

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