Happy Sunday, chads!
Dropped my list of 35 altcoins which in my opinion can outperform many other coins in the upcoming altcoin spring.
Enjoy the weekend vibes!
Dropped my list of 35 altcoins which in my opinion can outperform many other coins in the upcoming altcoin spring.
Enjoy the weekend vibes!
👍7❤5
Btw, NEAR is not the only team working on solving the Chain Abstraction puzzle.
Here’s my product report covering Particle Network and their latest BTC connect feature.
Here’s my product report covering Particle Network and their latest BTC connect feature.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
We are on the brink of a revolution in Web3 user experience like never before.
Numerous exceptional teams are currently unraveling the chain abstraction puzzle, and @ParticleNtwrk stands out as a hidden gem in this competitive landscape.
Product report ↓
Numerous exceptional teams are currently unraveling the chain abstraction puzzle, and @ParticleNtwrk stands out as a hidden gem in this competitive landscape.
Product report ↓
❤11
Living in Europe = Sleeping on all new ATHs.
Gm, fam.
Don’t forget to take profits (at least partially).
Gm, fam.
Don’t forget to take profits (at least partially).
😁8❤1
In case some of you guys are building Web3 products
Just dropped a long-form post explaining how emerging companies can optimize their expenses to ship faster and better. Heavily inspired by 7 years of my grind as a Web3 marketer.
Just dropped a long-form post explaining how emerging companies can optimize their expenses to ship faster and better. Heavily inspired by 7 years of my grind as a Web3 marketer.
❤9
Unpopular opinion: I don't love the Blast thesis.
I mean, okay, it might have some runners like Friend Tech or $BALD on Base, but I don't see any long-term thesis there.
Airdrop hunt? Yeah, but the expectations are too high.
Let's meet reality: Blast raised $20 million. Blur raised $40 million (same day).
Let's say it's valued at $1.5 billion, which is quite optimistic.
As they're pushing the airdrop as the main chain narrative, they might airdrop 30% (obviously they will be vested; otherwise it will be a disaster), which makes $500 million vs. $2.5 billion already locked on Blast.
20% ROI for a non-liquid deal? Dudes, we're in a bull market; just holding ETH since November would have yielded x2.
We already have three huge L2s (Arbitrum + Optimism + zkSync) and a few trying to catch up like Linea, Base, Mantle, Scroll, and Starknet.
I just don't really get it. Feel free to prove me wrong.
I mean, okay, it might have some runners like Friend Tech or $BALD on Base, but I don't see any long-term thesis there.
Airdrop hunt? Yeah, but the expectations are too high.
Let's meet reality: Blast raised $20 million. Blur raised $40 million (same day).
Let's say it's valued at $1.5 billion, which is quite optimistic.
As they're pushing the airdrop as the main chain narrative, they might airdrop 30% (obviously they will be vested; otherwise it will be a disaster), which makes $500 million vs. $2.5 billion already locked on Blast.
20% ROI for a non-liquid deal? Dudes, we're in a bull market; just holding ETH since November would have yielded x2.
We already have three huge L2s (Arbitrum + Optimism + zkSync) and a few trying to catch up like Linea, Base, Mantle, Scroll, and Starknet.
I just don't really get it. Feel free to prove me wrong.
👍15❤1
The market is bleeding (a bit).
Avoid making emotional decisions. Dencun is scheduled for March 13, halving is also close.
If super worried, consider hedging with a put option on Aevo for example.
Avoid making emotional decisions. Dencun is scheduled for March 13, halving is also close.
If super worried, consider hedging with a put option on Aevo for example.
❤5
Dropped a thread covering Archway in case some of you are watching for new narratives in the Cosmos eco 😉
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
To stay ahead in the bull market, look beyond the prevailing narratives.
Have you heard about @archwayHQ? It's a Cosmos-native L1 blockchain designed to reward all network participants.
It has the potential to become the next big L1.
Let's explore ↓
Have you heard about @archwayHQ? It's a Cosmos-native L1 blockchain designed to reward all network participants.
It has the potential to become the next big L1.
Let's explore ↓
🔥6👍2
Gm, gm, fam!
My weekly research compilation has arrived (this week is quite rich)
General
➖ 4pillars: Monthly FP: Hype Around Web 3 Social (Feb. 2024)
➖ Crypto.com: Alpha Navigator (February 2024)
➖ Crypto.com: Research Roundup Newsletter [February 2024]
➖ Coinbase: Weekly: Mounting Momentum
➖ Cointelegraph: Navigating the New Frontier: A Deep Dive into the World of SocialFi
➖ Simetri: Alphaverse: Back to Basics
➖ Galaxy: Ethereum All Core Developers Execution Call #182 Writeup
➖ Galaxy: Top Stories of the Week - 3/1
Market
➖ CoinGecko: AI Crypto Coins Rose ~257% Since the Start of 2024
➖ CoinGecko: Crypto Market Sets 4-Month Record Without ‘Fear’ Sentiment
➖ Binance: Monthly Market Insights - March 2024
➖ Glassnode: Introduction to Bitcoin Halving for Directional Traders
➖ Glassnode: Bitcoin Attacks The ATH
➖ Galaxy: Bitcoin's Big Halving Year Webinar
➖ Galaxy: Bitcoin Heads Towards Price Discovery
DeFi
➖ 4pillars: Blueprint of “DeFi Rollups” - Why This Will Disrupt DeFi Dapps
➖ Crypto.com: DePIN: Crypto’s Rising Narrative
Blockchains & networks
➖ 4pillars: Scout: Automated Node Setup/Maintenance Services (Feb. 2024)
Tokens & currencies
➖ Crypto.com: AI Tokens
➖ Binance: Aevo (AEVO)
GameFi & NFTs
➖ CoinMarketCap: What Is PLAYA3ULL GAMES (3ULL)?
My weekly research compilation has arrived (this week is quite rich)
General
➖ 4pillars: Monthly FP: Hype Around Web 3 Social (Feb. 2024)
➖ Crypto.com: Alpha Navigator (February 2024)
➖ Crypto.com: Research Roundup Newsletter [February 2024]
➖ Coinbase: Weekly: Mounting Momentum
➖ Cointelegraph: Navigating the New Frontier: A Deep Dive into the World of SocialFi
➖ Simetri: Alphaverse: Back to Basics
➖ Galaxy: Ethereum All Core Developers Execution Call #182 Writeup
➖ Galaxy: Top Stories of the Week - 3/1
Market
➖ CoinGecko: AI Crypto Coins Rose ~257% Since the Start of 2024
➖ CoinGecko: Crypto Market Sets 4-Month Record Without ‘Fear’ Sentiment
➖ Binance: Monthly Market Insights - March 2024
➖ Glassnode: Introduction to Bitcoin Halving for Directional Traders
➖ Glassnode: Bitcoin Attacks The ATH
➖ Galaxy: Bitcoin's Big Halving Year Webinar
➖ Galaxy: Bitcoin Heads Towards Price Discovery
DeFi
➖ 4pillars: Blueprint of “DeFi Rollups” - Why This Will Disrupt DeFi Dapps
➖ Crypto.com: DePIN: Crypto’s Rising Narrative
Blockchains & networks
➖ 4pillars: Scout: Automated Node Setup/Maintenance Services (Feb. 2024)
Tokens & currencies
➖ Crypto.com: AI Tokens
➖ Binance: Aevo (AEVO)
GameFi & NFTs
➖ CoinMarketCap: What Is PLAYA3ULL GAMES (3ULL)?
🔥10❤3👌1
Btw Stackset is launching their new memecoin $BB today at 3 pm UTC.
This time it’s a token with a guaranteed buyback and stricter anti-snipe measures (happy they’ve done this, their first memecoin suffered a lot from snipers’ selling pressure).
Some facts:
– 100% of supply added to the liquidity pool (no team tokens or influencer allos)
– Buyback & burn will take place within 1 week after the pair is live (another good entry in 3-4 days)
– Huge marketing support expected from Twitter and Telegram callers afaik
– 45% tax during the first 2 mins, then 3%
– Liquidity locked, ownership renounced
– Launching on Ethereum
In case interested, here’s their chat: https://t.me/stackset_chat
This time it’s a token with a guaranteed buyback and stricter anti-snipe measures (happy they’ve done this, their first memecoin suffered a lot from snipers’ selling pressure).
Some facts:
– 100% of supply added to the liquidity pool (no team tokens or influencer allos)
– Buyback & burn will take place within 1 week after the pair is live (another good entry in 3-4 days)
– Huge marketing support expected from Twitter and Telegram callers afaik
– 45% tax during the first 2 mins, then 3%
– Liquidity locked, ownership renounced
– Launching on Ethereum
In case interested, here’s their chat: https://t.me/stackset_chat
❤3
Another event for today is Evoload’s (logistics, DePIN) IDO on Pinksale.
More info here.
NFA, DYOR as usual.
More info here.
NFA, DYOR as usual.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Another DePIN protocol is entering the race, a pioneer in decentralizing logistics.
Incubated by @ibcgroupio, @evoload has been building since 2022 with already 1K+ companies connected to the freight exchange.
$EVLD IDO is on @pinkecosystem today. IMC $250K…
Incubated by @ibcgroupio, @evoload has been building since 2022 with already 1K+ companies connected to the freight exchange.
$EVLD IDO is on @pinkecosystem today. IMC $250K…
❤4🔥1
Dropped a thread covering Astar and what sets them apart from Blast and many other just-another-L2 chains.
Have a look!
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Earlier this week, @AstarNetwork, built on @gelatonetwork RaaS, powered by @0xPolygon CDK, launched their mainnet.
This is the first connection of the AggLayer to a CDK chain.
Main focus: Real-world adoption.
Traction: Apps from @Deloitte, Japanese Airlines…
This is the first connection of the AggLayer to a CDK chain.
Main focus: Real-world adoption.
Traction: Apps from @Deloitte, Japanese Airlines…
❤8
Gm, Muurings!
We’re 5 days away from Dencun, so I dropped a thread covering its effects so you clearly know what to expect.
Enjoy!
We’re 5 days away from Dencun, so I dropped a thread covering its effects so you clearly know what to expect.
Enjoy!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
5 days until the Dencun upgrade.
Here's everything you need to know about Ethereum's Dencun and its effects on L2 chains.
Spoiler: Ethereum will become cheaper, but not too much.
Here's everything you need to know about Ethereum's Dencun and its effects on L2 chains.
Spoiler: Ethereum will become cheaper, but not too much.
❤13👍1🔥1
Quick overview of the Data Availability landscape ↓
• NEAR Protocol, $NEAR – NEAR DA, $6B market cap
• Celestia, $TIA – $3B market cap
• Eigenlayer, $EIGEN [to be launched] – exp. $8B+ market cap
• Avail, [token not announced] – exp. $2B+ market cap
• Covalen, $CQT – $250M market cap
• Syscoin, $SYS – $220M market cap
• Crust Network, $CRU – $55M market cap
• NEAR Protocol, $NEAR – NEAR DA, $6B market cap
• Celestia, $TIA – $3B market cap
• Eigenlayer, $EIGEN [to be launched] – exp. $8B+ market cap
• Avail, [token not announced] – exp. $2B+ market cap
• Covalen, $CQT – $250M market cap
• Syscoin, $SYS – $220M market cap
• Crust Network, $CRU – $55M market cap
🔥13❤2
The 1,000x culture in CT is pure junk that only ends in frustration.
Classic thing: Your timeline bombards you with promises of 10x – 100x gains, a shortcut to riches just a click away.
You ape – and what's next?
Somewhat like x2 – x3 if luck and skills are on your side.
You won, but the underdog feeling lingers. They claim x100, you cashed out at x2. A loser you are.
Next time, you'll act smarter: You'll wait.
And most likely, you'll end up with a real loss.
Bloggers often underestimate the hidden cost of engagement farming.
Threads like these reach wider, touch more hearts, and sow the seeds of greed, only to reap fear later.
I'm not shy about it.
In my 8 years in web3, I've never hit 100x trades.
Only a few have yielded 10x, and even that comes at a price.
Sniping - a killer strategy, right?
You check DexScreener. A trader drops $300, walks away with $15,000. Ez money?
Here's the catch: Snipers bribe their way in with a few $ETH to be first in line for a meme. The real profit? Nowhere near 50x.
Memecoin flippers?
No one boasts their AVERAGE returns per month.
Narrative riders?
Not all coins in a portfolio grow. So even in a bull market, the average yield for people who formed their bags 6 months ago is close to x3. Not x100.
You're not an underdog if you cash out at 2x.
You don't have paper hands.
You're just a realist, and you're doing great.
F*ck 1,000x, and f*ck engagement farming.
It's destructive for the world we're building here.
Classic thing: Your timeline bombards you with promises of 10x – 100x gains, a shortcut to riches just a click away.
You ape – and what's next?
Somewhat like x2 – x3 if luck and skills are on your side.
You won, but the underdog feeling lingers. They claim x100, you cashed out at x2. A loser you are.
Next time, you'll act smarter: You'll wait.
And most likely, you'll end up with a real loss.
Bloggers often underestimate the hidden cost of engagement farming.
Threads like these reach wider, touch more hearts, and sow the seeds of greed, only to reap fear later.
I'm not shy about it.
In my 8 years in web3, I've never hit 100x trades.
Only a few have yielded 10x, and even that comes at a price.
Sniping - a killer strategy, right?
You check DexScreener. A trader drops $300, walks away with $15,000. Ez money?
Here's the catch: Snipers bribe their way in with a few $ETH to be first in line for a meme. The real profit? Nowhere near 50x.
Memecoin flippers?
No one boasts their AVERAGE returns per month.
Narrative riders?
Not all coins in a portfolio grow. So even in a bull market, the average yield for people who formed their bags 6 months ago is close to x3. Not x100.
You're not an underdog if you cash out at 2x.
You don't have paper hands.
You're just a realist, and you're doing great.
F*ck 1,000x, and f*ck engagement farming.
It's destructive for the world we're building here.
🔥30❤14💯11