Stacks Monthly Townhall – Recap | January 2026

Community Stacks Townhalls
1

Stacks Monthly Townhall – Recap | January 2026

Date: Thu, Feb 5, 2026 at 10:00 AM Eastern Time
Hosted by: Kyle Ellicott - Exec Director for Stacks Asia
Duration: ~50 minutes
Recording: https://x.com/i/spaces/1gqxvryaYRqxB?s=20

Agenda Overview

Kyle - Opening and Asia Updates
Muneeb - Institutional Focus and Market Position
Alex - Stacks Labs
Rena - Stacks Endowment
Claire - Foundation & Governance
Rick - Marketing
Shannon - Events
Kenny - Developer Engagement
Andre - Product

Kyle — Opening and Asia Updates

Signal: Regulatory changes in Asia are opening new opportunities for digital assets.

Muneeb — Institutional Focus and Market Position

Signal: Institutions are seeking Bitcoin deployment solutions during price consolidation.

  • Institutions seeking Bitcoin deployment solutions

    • Large sophisticated parties with significant Bitcoin holdings

    • Requirements: professional-grade custodial support, self-custody options

    • Internal piping integrations for capital deployment

  • Strong Stacks sentiment internal despite bear market morale

  • Early product market fit with institutions wanting to deploy Bitcoin

  • Stacks <> Fireblocks integration announced (custodian support expanding)

  • Stacks positioned as a blue-chip option for institutions

  • Clear need for a dominant Bitcoin L2 solution (Response to Vitalik’s Ethereum L2s critique). Bitcoin will never have smart contracts or scalability at L1.

Alex — Stacks Labs

Signal: Focus on institutional solutions and talent acquisition.

  • 90% of flows from institutional sources

  • CMO search ongoing - seeking crypto-native candidate for institutional marketing

    • More talent becoming available due to crypto project closures

    • Not looking for retail degen meme maker, but knows how to leverage when suited

    • Need someone handling end-to-end institutional marketing

  • Bringing tens of billions of dollars of Bitcoin into productive use

Rena — Stacks Endowment

Signal: Treasury management discipline during market volatility.

  • Treasury management during market volatility - Capital preservation while enabling growth.

  • Velar position monitoring due to security vulnerability - Transparency update coming to community.

  • Funding secured for grants, accelerator, DeFi liquidity

  • New market maker for Bitflow’s concentrated liquidity launch

  • New LPs supporting hBTC vault with Zest partnership

  • Grants program launching with two tracks:

      1. Builder Grants: $10K-$50K milestone-based funding
      1. Getting Started Grants: up to $10K cap for proof-of-concept projects

  • DeGrants cohort 3 wrapping up, cohort 4 planning underway

  • Stacks Accelerator reboot for investment-stage projects

Claire — Foundation & Governance

Signal: New tools and processes for improved community owned governance.

Rick — Marketing

Signal: Expanding outreach beyond the ecosystem bubble.

  • Bitcoin Capital Markets webinar series successful.

    • Tens of thousands of live participants.
    • Strong lead generation and outreach interest.

  • KOL partnerships expanding

  • Community-led organic content crucial for AI-driven sentiment analysis.

  • Independent researchers and investment firms seeking collaboration.

  • Stacks featured in major crypto research publications.

  • Narrative development around institutional-grade Bitcoin infrastructure. Partners: Circle, Grayscale, Blockdaemon, BitGo, etc.

Shannon — Events

Signal: High engagement in virtual and in-person events.

Kenny — Developer Engagement

Signal: New resources and competitions for developers.

  • New “Cookbook” section in Stacks documentation

  • Code snippets and example contracts library

  • AI/vibe coder friendly development focus

  • Developer Office Hours showcasing AI coding tools

  • Talent Protocol partnership bringing new builders

  • Competition pipeline:

    1. USDCX challenge completed (FlowVault winner)

    2. x402 challenge launching

    3. $20K Buidl Battle Tournament in March

  • Post-hackathon pathway development with Endowment integration

Andre — Product

Signal: Continued growth and new product features.

  • Dual Stacking protocol success with over $100M program value

  • Dashboard available at app.stacks.co

  • “Unilateral exit” feature under research and development

  • USDCx regulated stablecoin launch with $8.6M TVL achieve in one month

  • Institutional yield vaults by Hermetic launching

Thank you everyone for joining the Stacks townhall!

3 Likes
2

Great summary @HeroGamer , thank you. These are so helpful, especially if you missed it.

Exciting times ahead.

1 Like
3

I also missed it. Thanks for the recap Hero.