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Since August 17th ↓ • Bitcoin $BTC: +27% • Stacks $STX: +116% If you’ve been here since the 2021 cycle, you may recall all the discussions about $STX being a beta play for $BTC. Could this still be the case in 2026? Let’s do some analysis ↓ 1️⃣ BTC won the asset race, now it needs an economy. Bitcoin has the largest balance sheet in crypto. US spot BTC ETFs are now sitting around $99B in net assets, with $2.8B flowing #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest