Another interesting Node Sale takes place next week: AI + Infra narrative.
Here’s my in-depth report.
Have a happy weekend!
Here’s my in-depth report.
Have a happy weekend!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Analyzing new investment opportunities: @Rivalz_AI.
Summary: AI-driven data provenance DePIN RollApp built on @dymension & @CelestiaOrg, 100K pre-registered users, launching a Node Sale on @Eclipsefi.
TGE: June/July 2024.
Full report ↓
Summary: AI-driven data provenance DePIN RollApp built on @dymension & @CelestiaOrg, 100K pre-registered users, launching a Node Sale on @Eclipsefi.
TGE: June/July 2024.
Full report ↓
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The impact of Runes on the Bitcoin network is way beyond immediate profits and degening.
It might make this post-halving cycle much different from what the history suggests.
Make sure to go through my new report covering Runes, Bitcoin block rewards, and mining profitability.
It might make this post-halving cycle much different from what the history suggests.
Make sure to go through my new report covering Runes, Bitcoin block rewards, and mining profitability.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
This Bitcoin halving has been unlike any other.
The first 60 blocks post-halving brought miners a new ATH of $54M in transaction fees alone.
The reason? Runes.
But will Runes ruin the expected post-halving Bitcoin ATH expectations?
The first 60 blocks post-halving brought miners a new ATH of $54M in transaction fees alone.
The reason? Runes.
But will Runes ruin the expected post-halving Bitcoin ATH expectations?
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Henlo, my frens!
Who wants some $BORPA White lists?
This is exclusive for my Telegram fam only.
The rule is simple. I have 8 WL slots and all I need from you is your Solana address.
About $BORPA:
– Low starting valuation of $1.4M
– Launched by Entangle, positioned as a a 'Next Generation Memetoken':
– Fair distribution of supply with 51% allocated to high APR farms,
– Deflationary token strategy that increases viral growth with more interactions
– The Borpass artifact concept that adds a lottery-like thrill to holding the token
Each WL is a $200 allocation for a fair launch 😉
FCFS, comment to drop your address!
Who wants some $BORPA White lists?
This is exclusive for my Telegram fam only.
The rule is simple. I have 8 WL slots and all I need from you is your Solana address.
About $BORPA:
– Low starting valuation of $1.4M
– Launched by Entangle, positioned as a a 'Next Generation Memetoken':
– Fair distribution of supply with 51% allocated to high APR farms,
– Deflationary token strategy that increases viral growth with more interactions
– The Borpass artifact concept that adds a lottery-like thrill to holding the token
Each WL is a $200 allocation for a fair launch 😉
FCFS, comment to drop your address!
X (formerly Twitter)
Borpa (@BorpaTokencom) on X
Borpa. Just Borpa.
CA: Bv2ajiWdngTyRFabXCKiwGDJh5SEfJwoRPkkTQ2uf6EE
Telegram: https://t.co/PBQejcVpLi
CA: Bv2ajiWdngTyRFabXCKiwGDJh5SEfJwoRPkkTQ2uf6EE
Telegram: https://t.co/PBQejcVpLi
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I don’t have that many WL slots guys 😄
Will report the first 8 and submit more of your addresses as well in case BORPA will have capacity!
Will report the first 8 and submit more of your addresses as well in case BORPA will have capacity!
❤15🔥1
KTX Finance recently became the largest perp DEX on Mantle and already flipped GMX and Gains by 24h trading volumes.
All under $10M mcap, so here’s my investment opportunity report for your consideration!
All under $10M mcap, so here’s my investment opportunity report for your consideration!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
This spring, the Perp DEX narrative flies under the radar. FOMO and trends don't sway market caps – a goldmine for long-term investors.
@KTX_finance rules as the Top-1 DEX on @0xMantle and ranks 3rd on BSC by trading volumes, all under a $10M market cap.…
@KTX_finance rules as the Top-1 DEX on @0xMantle and ranks 3rd on BSC by trading volumes, all under a $10M market cap.…
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New compilation of research for this week
General
➖ Coinbase: Monthly Outlook: Searching for the (Next) Crypto Catalysts
➖ Coinbase: Weekly: Chaotic Crossroads
➖ SSRN: Crypto and Its Industry of Theft
➖ SSRN: What Do Initial Coin Offering Whitepapers Disclose?
➖ Glassnode: The Fourth Halving
➖ Galaxy: Ethereum All Core Developers Consensus Call #132 Writeup
➖ Galaxy: Hawkish Fed and Hot Data
➖ Galaxy: Top Stories of the Week - 4/19
Market
➖ SSRN: Are Bitcoin Option Traders Speculative or Informed?
➖ SSRN: The Negative Investor Attention Impact on Bitcoin
➖ Glassnode: Spot Bitcoin ETFs and Their Impacts
DeFi
➖ Galaxy: From the Source: Exploring the Evolution and Growth of DeSoc Apps
Blockchains & networks
➖ CoinMarketCap: What Is the Runes Protocol? Record High BTC Fees Following Launch
➖ Simetri: Alphaverse: Runes What?
GameFi & NFTs
➖ CoinGecko: NFT Lending Volume Surpass $2.1B in Q1, Led by Blend
➖ SSRN: The Future of Cryptocurrencies, NFT, Metaverse and Taxation
General
➖ Coinbase: Monthly Outlook: Searching for the (Next) Crypto Catalysts
➖ Coinbase: Weekly: Chaotic Crossroads
➖ SSRN: Crypto and Its Industry of Theft
➖ SSRN: What Do Initial Coin Offering Whitepapers Disclose?
➖ Glassnode: The Fourth Halving
➖ Galaxy: Ethereum All Core Developers Consensus Call #132 Writeup
➖ Galaxy: Hawkish Fed and Hot Data
➖ Galaxy: Top Stories of the Week - 4/19
Market
➖ SSRN: Are Bitcoin Option Traders Speculative or Informed?
➖ SSRN: The Negative Investor Attention Impact on Bitcoin
➖ Glassnode: Spot Bitcoin ETFs and Their Impacts
DeFi
➖ Galaxy: From the Source: Exploring the Evolution and Growth of DeSoc Apps
Blockchains & networks
➖ CoinMarketCap: What Is the Runes Protocol? Record High BTC Fees Following Launch
➖ Simetri: Alphaverse: Runes What?
GameFi & NFTs
➖ CoinGecko: NFT Lending Volume Surpass $2.1B in Q1, Led by Blend
➖ SSRN: The Future of Cryptocurrencies, NFT, Metaverse and Taxation
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Sometimes, we all really suck at risk management.
Dropped a checklist that helps you understand that your risk management skills need some improvement + 10 quick tips to help you invest better.
Have a look
Dropped a checklist that helps you understand that your risk management skills need some improvement + 10 quick tips to help you invest better.
Have a look
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Have you ever heard about Movement?
Quite an interesting thing, an AltVM trailblaizer, huge funding round just announced.
Here’s your executive summary.
Quite an interesting thing, an AltVM trailblaizer, huge funding round just announced.
Here’s your executive summary.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Just in: @movementlabsxyz has raised $38M from @polychaincap, @Maven11Capital, @Aptos, @FigmentCapital, and more.
Positioning: The next big thing in modular infrastructure and a trailblazer in the altVM narrative.
Normie's explainer & how to be early ↓
Positioning: The next big thing in modular infrastructure and a trailblazer in the altVM narrative.
Normie's explainer & how to be early ↓
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Open Dollar launched mainnet recently.
Quite interesting innovations there in terms of the LST >< CDP flywheel.
Here’s a detailed report.
Quite interesting innovations there in terms of the LST >< CDP flywheel.
Here’s a detailed report.
🔥6
Media is too big
VIEW IN TELEGRAM
Just stumbled upon this beautiful sheet by Ash.
It's been two years since he released it, but thanks to regular updates, it remains incredibly relevant.
Can't think of a better map of DeFi for normies.
It's been two years since he released it, but thanks to regular updates, it remains incredibly relevant.
Can't think of a better map of DeFi for normies.
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The current meta of token launches is not too healthy – the reason I pass most ICO and even KOL round opportunities.
Here’s my evaluation framework explaining the modern state of tokenomics and its main challenges you should pay attention to.
Here’s my evaluation framework explaining the modern state of tokenomics and its main challenges you should pay attention to.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
I skip 90% of pre-sales, LBPs, IDOs, KOL rounds, and Ambassador Programs.
They don't make the cut in my evaluation.
Here's my pre-investment research approach ↓
They don't make the cut in my evaluation.
Here's my pre-investment research approach ↓
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The TON ecosystem doesn’t need to evolve like any other blockchain.
Here’s everything you need to know to understand why TON will be the chain of mass adoption (and how you can capitalize on it).
Here’s everything you need to know to understand why TON will be the chain of mass adoption (and how you can capitalize on it).
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
DefiLlama reveals just the tip of the iceberg in the @ton_blockchain world.
• DefiLlama: 14 dApps
• Reality: 691 dApps
TON stands out among blockchains, on the cusp of mass adoption like no other. Here's why ↓
• DefiLlama: 14 dApps
• Reality: 691 dApps
TON stands out among blockchains, on the cusp of mass adoption like no other. Here's why ↓
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Interesting opinion here regarding the airdrop meta we’ve discussed yesterday.
Source: @OuroNarrativeHighlights (good channel btw)
Source: @OuroNarrativeHighlights (good channel btw)
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The rollup narrative keeps printing.
Reya attracted $220M in just a few days, planning to become the liquidity layer of Web3.
A viable Aevo competitor? Here’s your explainer.
Reya attracted $220M in just a few days, planning to become the liquidity layer of Web3.
A viable Aevo competitor? Here’s your explainer.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
One of the fastest Liquidity Generation Events in Web3: @reya_xyz
→ $220M in a matter of days
→ 1st trading optimized modular L2
→ Built on @gelatonetwork RaaS
The LGE is still going strong, with a 2.5x boost for anyone who stakes.
Everything you need…
→ $220M in a matter of days
→ 1st trading optimized modular L2
→ Built on @gelatonetwork RaaS
The LGE is still going strong, with a 2.5x boost for anyone who stakes.
Everything you need…
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Have you ever heard about Morpho?
If not, it’s time; probably Morpho is the protocol to flip Aave and Compound’s dominance in the lending industry.
Here’s my detailed thread.
If not, it’s time; probably Morpho is the protocol to flip Aave and Compound’s dominance in the lending industry.
Here’s my detailed thread.
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Do you know how to find good buys by analyzing token unlocks + fundamentals?
If not, then my new guide will be very helpful.
Have a look!
If not, then my new guide will be very helpful.
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Incentives drive inflation in token economies.
But with proper growth rate, protocols can thrive despite inflation.
Discover how to analyze fundamentals vs. tokenomics for winning strategies ↓
But with proper growth rate, protocols can thrive despite inflation.
Discover how to analyze fundamentals vs. tokenomics for winning strategies ↓
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Narratives, sorted by greed:
#1 Memecoins
#2 AI
#3 Airdrops
#4 Bitcoin DeFi
#5 Data availability
#6 Bitcoin L2
#7 Chain Abstraction
#8 AltVM & Parallel EVM
#9 Restaking & Liquid restaking
#10 AppChains
#11 Yield (i.e. Pendle, Convex)
#12 RWA
#13 DePIN
#14 L1
#15 SocialFi
#16 Other infrastructure (ZK, Data indexing, RPCs, Oracles)
#17 Gaming & GameFi
#18 Ethereum L2s
#19 Lending
#20 Options & SIPs
#21 Trading bots
#22 RaaS (Rollups as a service)
#23 Derivatives & synthetics
#24 LSTfi
#25 Account Abstraction
#26 NFTs
#27 Liquid staking
#28 CDPs
#29 Launchpads
#30 DEXes
#31 Prediction markets
#32 Insurance
#1 Memecoins
#2 AI
#3 Airdrops
#4 Bitcoin DeFi
#5 Data availability
#6 Bitcoin L2
#7 Chain Abstraction
#8 AltVM & Parallel EVM
#9 Restaking & Liquid restaking
#10 AppChains
#11 Yield (i.e. Pendle, Convex)
#12 RWA
#13 DePIN
#14 L1
#15 SocialFi
#16 Other infrastructure (ZK, Data indexing, RPCs, Oracles)
#17 Gaming & GameFi
#18 Ethereum L2s
#19 Lending
#20 Options & SIPs
#21 Trading bots
#22 RaaS (Rollups as a service)
#23 Derivatives & synthetics
#24 LSTfi
#25 Account Abstraction
#26 NFTs
#27 Liquid staking
#28 CDPs
#29 Launchpads
#30 DEXes
#31 Prediction markets
#32 Insurance
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