Stacy in Dataland (´⊙~⊙`)

Peer-to-peer transactions have become a major force behind stablecoin supply growth, highlighting the impact of network effects.

DEXs have contributed to recent surges, but their influence has been less pronounced over time.

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1.47K views07:32

Stacy in Dataland (´⊙~⊙`)

Crypto venture capital activity took a sharp downturn in Q4 2024, with deal volume dropping by 46% from Q1, totaling just 351 transactions.

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1.58K views12:18

Stacy in Dataland (´⊙~⊙`)

Metaplex minted 7x more fungible tokens than Ethereum and all its L2s combined in 2024.

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1.42K views16:11

Stacy in Dataland (´⊙~⊙`)

Ethereum’s supply has now surpassed its pre-Merge levels.

As of February 10, there are 120,532,693 ETH in circulation – 11,552 ETH more than on September 15, 2022, the day of the Merge upgrade.

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1.3K views08:22

Stacy in Dataland (´⊙~⊙`)

The research day has come 🙌

General
➖ CoinGecko: Bobby’s Crypto Aggregate (Jan 2025): All About Trump
➖ Coinbase: Advancing Agentic AI
➖ Binance: Monthly Market Insights - February 2025
➖ Galaxy: Weekly Top Stories - 2/7
➖ Galaxy: Ethereum All Core Developers Consensus Call #150 Writeup

Market
➖ CoinGecko: Crypto Trading Volumes Reached $18.83T in 2024, Still Below 2021's $25.21T Peak
➖ Coinbase: Weekly: The “Most Beautiful” Word
➖ Cointelegraph: TRON’s 2024 Progress: From Usage Growth to Mass Adoption
➖ Glassnode: Gemini + Glassnode: 2025 Crypto Market Trends
➖ Galaxy: Tariff Turbulence and Policy Plays

DeFi
➖ CoinShares: The Perpetual DEX Sector: A Great Leap Forward
➖ Cointelegraph: The Future of DeFi: Compliance, RWAs, and Stablecoin Innovations

Blockchains & networks
➖ 4pillars: 2025: The Year Sui Goes Mainstream - Here’s All the Alpha You Need
➖ 4pillars: Abstract: A Blueprint For Disneyland In Crypto

Tokens & currencies
➖ 4pillars: The Future of $ANIME is Yours
➖ Crypto.com: From Trading to Broader Adoption: The Significance of Meme Coins

GameFi & NFTs
➖ CoinGecko: Pudgy Penguins NFT Holders Have Received Over $137K in Airdrops
➖ Footprint: January 2025 Web3 Game Report: Sector Declines Amid Broader Market Gains

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1.44K views13:43

Stacy in Dataland (´⊙~⊙`)

A key resistance level is emerging as 1.6 million addresses hold 1.57 million BTC purchased at $97.2K on average.

With losses mounting, these holders may exit near breakeven, increasing selling pressure and complicating any sustained breakout.

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1.3K views18:08

Stacy in Dataland (´⊙~⊙`)

On-chain data indicates no irregularities in exchange reserves, which remain near ATHs in USD terms.

While BTC holdings are steady, ETH, USDT, and USDC reserves have grown compared to last year.

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1.32K views07:56

Stacy in Dataland (´⊙~⊙`)

Priority fees have accounted for over 95% of revenue in the last three days, signaling high user demand.

Since launch, 10K BGT has been redeemed, with total emissions hitting 670K BGT.

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1.34K views12:13

Stacy in Dataland (´⊙~⊙`)

Since early 2023, Bitcoin’s realized cap has risen 121% to $843B, and Ethereum’s has grown 45% to $256B.

Solana saw the highest surge, skyrocketing 295% from $21B to $83B.

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1.36K views16:22

Stacy in Dataland (´⊙~⊙`)

The market cap of altcoins dropped by $234 billion in the past two weeks, while BTC remains more stable.

Despite investors' realized losses of $520 million – the largest in this cycle – it's still much lower than the $1.3 billion in losses recorded in August 2023.

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1.41K views11:47

Stacy in Dataland (´⊙~⊙`)

Top 10 cross-chain bridges by transaction volume in the past week.

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1.31K views16:33

Stacy in Dataland (´⊙~⊙`)

How do you evaluate token sales?
Here’s your guide

📈

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Substack

Evaluating a Token Sale: A Practical Guide

We're in a season of token sales and TGEs, but not all sales are worth attending. How do you determine if a sale is worthwhile? Let me share my framework using Kinto as an example.

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1.35K views09:43

Stacy in Dataland (´⊙~⊙`)

Trading volume for tokens on PumpFun dropped by 82% to $560 million per day, compared to the record $3.13 billion three weeks ago.

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1.49K views13:12

Stacy in Dataland (´⊙~⊙`)

Spot trading volume on CEX in 2024 reached $18.83 trillion, still below the peak of $25.21 trillion in 2021.

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1.44K views15:07

Stacy in Dataland (´⊙~⊙`)

Mastercard reported tokenizing 30% of its transactions in 2024, with $28.2 billion in net revenue, a 12% increase from last year.

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1.34K views07:46

Stacy in Dataland (´⊙~⊙`)

Low liquidity and slowing network growth are worrying signs for BTC.

If conditions don't improve, the next target could be a drop to $92K.

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1.33K views12:28

Stacy in Dataland (´⊙~⊙`)

Sui's market cap has rebounded by 10% in the past 24 hours, as most projects remain flat.

Promoted as a 'Deliverer of Web3 Benefits with Web2 Ease,' the altcoin is gaining traction in DeFi and gaming, with fast and low-cost transactions.

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1.32K views16:49

Stacy in Dataland (´⊙~⊙`)

New Chapter for Stacy in Dataland 🔖

I've decided to expand my Substack with more research series. Some of the upcoming research will be exclusive to paid subscribers.

You can now subscribe for $6.99 per month (I've tried to keep it affordable) if you'd like to support my work.

However, most of the educational content will remain public.

In short, this new subscription format is a way to say thanks and deliver more of Stacy's research directly to your inbox.

Subscribe here: https://stacymuur.substack.com/

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1.29K views13:47

Stacy in Dataland (´⊙~⊙`)

Solana DEX trading volume hit a new low, reaching just $2.6 billion last week – the weakest performance since mid-December.

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1.19K views15:59

Stacy in Dataland (´⊙~⊙`)

The week’s top fundraising rounds:

• HashKey Group ($30M) for digital asset services.
• Plasma ($20.5M) focused on stablecoin infrastructure.
• Legend ($15M) for DeFi advancements.

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1.28K views20:03

Stacy in Dataland (´⊙~⊙`)

Following the recent gas limit increase, Ethereum transactions stayed below 1 GWEI for most of the week – some of the lowest fees seen in years.

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1.3K views07:33

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