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Ketju research: StackingDAO

Adverse research assessmentPublished by Ketju Research

This file describes the economic claim, control, loss, and exit evidence. Firm-shelf policy is a separate conclusion; client action and amount belong to the advisor. Not investment, legal, tax, or compliance advice.

Research summary

StackingDAO issues liquid staking tokens on Stacks: stSTX (STX rewards compound into the token’s rate), stSTXbtc (BTC rewards paid out), and stBTC (sBTC placed in reserves and PoX-5 bond positions). It held about $38M across the three tokens at the 2026-09-25 survey, below the size floor set by the below-materiality dossier, so we do not open an individual review of its contracts, keys, and exits. Two standing facts would stop the file even above the floor: Stacks has no chain review in this registry, and StackingDAO’s own restricted-countries page bars United States residents from the app. This is a class judgment with a recorded condition for reopening, not a researched rejection.

Observable review triggers

  • TVL sustained above the size floor for 30 days
  • The Stacks chain review resolves to approved
  • StackingDAO removes the United States from its restricted countries

Facts on file

Research assessment
Adverse
Client selection
Not considered
Exposure
staking
Chains examined
Stacks
Instruments
STSTX, STSTXBTC, STBTC
Reviewed
Last confirmed

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