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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OK, ETH ETF LIKELY POSTPONED.
Gary's keeping us hanging, nothing new.

This time, Gansler argued about Ethereum Foundation's influence on ETH, mixers, and anonymization.

But it's just a delay tactic.
The inevitable 'Yes' is coming. It's just a matter of time.
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Ok, so we have this (guess we’re reading the same sources).

Hoping for the best but tbh I think they will postpone this thing actually.

Will keep you posted.

https://x.com/EricBalchunas/status/1793738611956875344
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ETHEREUM ETF APPROVED

Truly a historic day.
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Actually it’s 8 Ethereum ETFs approved.
Source

Upd: Now I can def go to sleep, mission completed :D
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Post-ETF approval: Why are markets leaning down, when alt szn, and what are the next big catalysts?

Dropped an article for you to navigate the new reality.

PS: Let me know if you love articles more than threads.
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Articles (like above) or threads? Which do you love more?
Anonymous Poll
54%
Articles
46%
Threads
Happy weekend, fam!

There’s a risky thing happening now to Twitter’s algo (you might have noticed more shilly engagement farming and less high-quality research).

So I decided to support people I personally read a lot.

Here’s my list of accounts that deserve your follow + read list.
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Earlier this week, Moonbeam dropped their new roadmap.

What’s next for the largest Polkadot parachain?
Here’s my overview.
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History in the making: Today, the TVL of Ethereum L2s has reached an ATH.

This is 4% of the total assets held by the Bank of England.

We're still early.
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Happy Monday!

Starting this week with some comparative analysis.

Check this thread to see some quick facts about the performance of 2024’s largest airdrops.
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Been in Web3 for a year and your portfolio is still under $100K?

You're doing it wrong.

Discover why ↓

Most people think about crypto earnings in terms of airdrops, passive yield, and degening... but they miss out on a TON of other opportunities that appear when you zoom out.

Let me show you.

Why are you here? Obviously, you want to earn. Ideally, as much as possible and as soon as possible, with minimum effort.

Everyone you compete against in this PvP wants the same. And this is the exact reason why you under-earn.

THERE'S HUGE COMPETITION WHEN YOU FOLLOW THE EASY PATH AND LITTLE COMPETITION FOR CHALLENGES.

Remember this rule.

What sets people who earn $100K+ in crypto annually apart from those who grind 24/7 but fail to even approach this mark?

Two things: STRATEGY and RESPONSIBILITY.

When you have a strategy, you know the steps needed to reach a particular goal.

When you have responsibility, you control reaching your goal.


When you follow another 1,000x call or bookmark a thread that promises you’ll get rich overnight, that's a lack of both.

I cannot teach you either.

But I can share a few scenarios that will bring you $100K a year.

Think outside your retail pains. What do others need, say, protocols?

They need awareness, resources, funding, networking, research, and much more.

Let's take just one part. Every protocol needs developers.

Can you become one? Yes, indeed, but that's a long journey. In this case, can you create a network of devs to capitalize on it?

That's already something!

You might think of it as an outsourcing or HR agency, but you overcomplicate it.

Every developer knows many other developers. Build a network and just connect HRs and companies to a database of CVs that can be accessed for a fee!

Need more examples?
Here's one more: Study managing Zealy, Galxe, or Intract campaigns and make that a service.

Is this easy? Oh, Lord, of course not. It's a challenge.

But remember the rule.

THERE'S HUGE COMPETITION WHEN YOU FOLLOW THE EASY PATH AND LITTLE COMPETITION FOR CHALLENGES.

The same applies to your everyday earning grind.

You don't need to catch all opportunities at once. You need to excel in one particular area.

Farming airdrops? Cool, conduct a comparative analysis of 100 past airdrops, find out which protocols are best rewarding and how you can identify them (backers, token design, initial FDV, etc.).

Degening? Analyze memecoins! Don't trade them, just analyze. What announcements and events boost prices? How do you find early opportunities? What are the red flags?

NO ONE WILL SHARE THIS ON X. IT'S TOO VALUABLE INTEL.

Even high-quality X content is just scratching the surface and gives food for thought.

Don't follow the easy path.
It's never 1,000x.
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Dropped a detailed recap of the Starknet ecosystem, key ongoing events, and upcoming catalysts.

Have a look, frens!
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Happy Saturday, frens!

Here’s a curated list of new memecoins from Moni Discover + Some examples of how I personally analyze and validate them.

PS: The best book is when you know where to find alpha and know how to validate this alpha.
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Here’s a quick thread explaining the upcoming revamp of Stader’s tokenomics.

Have a look!
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Another interesting player in the chain abstraction meta – Router.

Here’s my quick explainer of their go-to-market.
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