Stacy in Dataland (´⊙~⊙`)
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Stacy Muur’s alpha channel.
𝕏: https://x.com/stacy_muur
Blog: https://stacymuur.substack.com
Chat: @muur_talks
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ICYMI: Mantle has introduced its Rewards station with 2.5B Ethena shards to be distributed to users.

$ENA will be listed on April 2, a rare opportunity here.

All you have to do is lock your $MNT.
No min requirement, you can unlock $MNT at any time.

More info here.
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Happy weekend, fam!

Time to improve your alpha trading flywheel.
Here’s my thread explaining Chainzoom and how it improves your grind (instant trading / analysis without leaving Twitter).

Enjoy the journey!
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Have you ever heard about Kinto, an L2 that focuses on institutional adoption?

If not, here’s my overview thread 😉
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Some news here.

First, I’m officially partnering with the TON foundation.
Second, I know they are onboarding many other KOLs, so the TON eco is very likely to explode soon.

Here’s my guide to yield opportunities on TON.
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Farming Points? That’s cool.
But do you know the APR you realistically earn?

Dropped my summary of Points users earn for adding liquidity and the APR they translate to.

Might be helpful to make decisions 😉
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For Metis maxis: Vector has launched vMetis that comes with juicy yield.

Full guide here ;)
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Don't forget to take a break from your grind occasionally and savor life's moments.

Especially on tough red days.

Happy weekend!
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A few days ago, $BTC dumped from $67k to $61k in just a couple of hours with a cascade of liquidations.

And it's not just about leveraged trading.

On April 13th, $50M was liquidated on Aave.
Another $50M was liquidated on Compound.
$20M was liquidated on Marginfi.

Do I really need to continue?

There seems to be a paradox in the thinking of Web3 folks: Leveraged trading is widely recognized as a risky endeavor, yet the risks associated with leveraged DeFi are often overlooked.

When you deposit stablecoins to borrow 10x $ETH, you expose yourself to the same risk of liquidation as when you engage in a 10x $ETH leverage trade.

I doubt that any passive yield opportunity you pursue with borrowed capital is worth the risk involved.

The experiences of Alameda Research and FTX are stark reminders of the perils of overleveraging in DeFi.

Even with their expertise and resources, these market players suffered significant losses during times of market instability.

Want more examples?

Remember Voyager, Celsius, and 3AC who were not immune to the perils of overleveraging.

This tweet is a reminder that regardless of upcoming catalysts such as Bitcoin halving or an Ethereum ETF, the market is wild, and you have no control over it.

Don't overleverage, dude.
And if you do, at least choose pegged assets (i.e. ETH → $stETH) to maximize your yields.
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Found a few very insightful research on memecoins which inspired me to write this alpha-packed thread.
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And now, the question: If we take a 1-year period, are your memecoin plays profitable?
Anonymous Poll
26%
I’m in profit
29%
I’m at a loss
12%
Not tracking
33%
Not trading memes
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Great unbiased analysis on the Bitcoin price and the recent market correction here.

Worth having a read.
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