Stacy in Dataland (´⊙~⊙`)
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Stacy Muur’s alpha channel.
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Blog: https://stacymuur.substack.com
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Just dropped a case study on Green Dots Select.

Here’s your TL;DR ↓

• Creator budgets are growing fast: IAB expects US creator ad spend to reach $44B in 2026.
• The hard part is still the same: finding creators who can research, interpret, and stay useful after the first post.
• Green Dots Select added a validation stage before long-term paid work.
• The funnel was steep: 750+ applications → 49 challenge participants → 15 paid winners.
• The 3-week challenge produced 142 posts and 743,528 X views.
• The paid month added 48 deliverables and 223,725 more views.
• Winners were judged on depth, originality, narrative contribution, and engagement quality – not follower count.
• The challenge itself generated about 75% of all content and 77% of total views.
• Blended cost per view came out to $0.026 on X, with a vetted long-term creator cohort at the end.

Read the full story here: From 750+ Applications to 15 Long-Term Creators: A Green Dots Select Case Study
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Ondo finance highlights record tokenization momentum; launches Ondo network – Link

Ondo Finance highlighted a strong week for tokenization: BNY Mellon launched blockchain-enabled transfer agency services for tokenized funds, tokenized equities volume hit a record $11.3B in July, and Ondo introduced Ondo Network, a new execution layer for tokenized asset trading.

• BNY Mellon transfer agency services launched with Baillie Gifford as an early client
• Tokenized equities volume hit $11.3B in July, up 288% month-on-month
• Ondo Network was introduced as an execution layer for tokenized asset trading

Matters because: It shows institutional tokenization infrastructure scaling quickly and strengthens the broader RWA narrative in crypto.
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SEC puts Nasdaq PHLX's bitcoin index options on hold after CME jurisdiction challenge – Link

The SEC paused Nasdaq PHLX’s proposed cash-settled bitcoin index options after granting CME Group’s petition for review. CME argues the contracts fall exclusively under CFTC jurisdiction, and written statements are due August 24.

Matters because: The dispute highlights unresolved SEC/CFTC jurisdiction issues that could delay institutional crypto derivatives launches and add regulatory uncertainty.
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Cardano completes “van Rossem” upgrade, unveils “Dijkstra” hard fork roadmap – Link

Intersect detailed the next hard fork’s three core innovations, targeting deployment by end of 2026 to boost throughput and finality. Community governance voting on committee elections is also underway.

• Ouroboros Leios
• Nested Transactions
• Linear Leios

Matters because: The roadmap shows sustained technical development momentum that may support ADA’s medium-term narrative.
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Bitcoin ETFs saw net outflows on July 31 (-$265.4M) as BTC stalls near $63K-$64K – Link

Spot BTC ETFs posted a $265.4M net outflow on the last trading day of July, after a choppy week of alternating in- and outflows; ETH ETFs saw modest inflows of $9M on the same day. On-chain analysis also shows roughly 1 million BTC concentrated near the $62K-$63K level, about 8% of circulating supply.

Matters because: The market looks sensitive to small catalysts, with relatively minor flows or headlines able to trigger outsized volatility in either direction.
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Bitcoin ETF flows turn mixed as price consolidates near $63,000-64,000 – Link

BTC spot ETFs posted a modest $58.7M net inflow on Aug 3 after a $265.4M outflow on Jul 31. CoinDesk said the weakness reflects stalled participation rather than forced selling, with CME open interest back at 2023 levels and Strategy idle on purchases for a fifth straight week.

Matters because: The choppy flow pattern suggests institutional demand has cooled, which may limit near-term upside unless inflows turn consistently positive again.
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Clarity act stalls in senate – Link

Bernstein warned that weaker odds for the U.S. CLARITY Act could trigger a short-term sell-off in crypto if the Senate does not advance the bill before recess. Polymarket odds for 2026 passage fell to 31%, down 7 points in a week.

Matters because: Regulatory clarity has been a key support for institutional crypto allocation. A failure to move the bill could pressure BTC and broader valuations near term.
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Zcash activates Ironwood upgrade, sealing $1.7B shielded pool – Link

Zcash’s Ironwood (NU6.3) upgrade went live, restricting the legacy Orchard shielded pool, which held about $1.7B in ZEC, and introducing a new formally verified shielded pool with a “turnstile” mechanism.

Matters because: It strengthens confidence in Zcash’s privacy-asset thesis at the protocol level and may support continued capital rotation into privacy coins.
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Mastercard completes $1.8B acquisition of stablecoin infrastructure firm BVNK – Link

Mastercard finalized its acquisition of BVNK to expand stablecoin payment capabilities across cross-border B2B payments, remittances, and settlement.

>Matters because: It shows continued mainstream financial institution commitment to stablecoin rails despite broader crypto market softness.
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The Tie launches SEC-registered broker-dealer for digital asset investment banking – Link

The Tie's new subsidiary, The Tie Capital, will offer private financing, M&A advisory, TGE support, and token-to-equity conversion services for crypto protocols. It is registered with the SEC and FINRA.

>Matters because: It reflects growing institutionalization of capital markets services built for crypto-native companies.
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Long-term BTC holders moved over 65,000 BTC to exchanges in two days amid macro risk concerns – Link

On-chain analyst Murphy reported consecutive large transfers of about 65,000 BTC over two days, including about 14,000 BTC to exchanges. The move reverses the steady long-term holder accumulation trend seen since May.

>Matters because: If these coins are sold rather than repositioned, BTC could face pressure from long-term holder distribution. The pattern is worth watching given the Fed vote, Middle East tensions, and near-record-short yen carry trade positioning.
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Aave plans orderly exit from low-activity markets and chains – Link

Aave announced a phased wind-down of underutilized markets and chain deployments, affecting about $100M in assets. The move is framed as capital-efficiency and risk management rather than distress.

>Matters because: Concentrating liquidity may support the protocol's overall health, but affected users and smaller chain ecosystems will need to migrate.
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Bitcoin spot ETFs post modest net inflows as BTC holds $63K support – Link

Spot BTC ETFs logged $41.2M in net inflows on Aug 4 after $170M on Aug 3, while spot ETH ETFs added $10.6M. Glassnode data shows about 515,000 BTC has a cost basis clustered near $63,000, close to the 200-week moving average at ≈$63,657.

Matters because: Steady ETF inflows and whale accumulation may help keep BTC stable near this support zone, even if institutional demand is cooling from earlier-year peaks.
Daily news snapshot: Altcoins watchlist

1. Zcash (ZEC): +5.15% (24h)

• Market cap: $8.47B
• ZEC rallied on lower mining costs and new real-world spending utility.

Catalysts:
• DCG-owned Fortitude Mining's third Nebraska infrastructure deal in a week cut ZEC mining costs to ≈$40/coin.
• ZecMap integration now enables ZEC spending for real estate, flights, and eSIMs across multiple countries.

Matters because: The move is tied to identifiable fundamentals, though ZEC remains volatile and near-term pullback risk is elevated.


2. TAC Protocol (TAC): +3.31% (24h)

• Market cap: $15.53B (FDV $33.7M; note: circulating-supply market cap reflects a low-float token)
• No single specific catalyst was identified in the last 24 hours.

Matters because: The move looks like broader small-cap volatility, with a large unlock (≈1.93% of supply) scheduled for Aug 15 that could add sell pressure.


3. Hyperliquid (HYPE): +2.13% (24h)

• Market cap: $13.81B
• HYPE extended its rebound toward $55–60 after record protocol activity.

Catalysts:
• Hyperliquid reported a record $218B in July perpetual DEX volume.
• Open interest hit a record $5.25B.
• Token burns have reached ≈4.6% of max supply cumulatively.

Matters because: Strong revenue and deflationary token mechanics may support recovery, though 13 straight ETF-outflow sessions keep institutional sentiment cautious.
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BlackRock launches two tokenized money market funds on Ethereum and Solana – Link

BlackRock introduced BSTBL and BRSRV for institutional cash management, with BNY Mellon and Securitize serving as transfer agents. The move expands BlackRock's roughly $1.1 trillion cash management business into on-chain infrastructure.

>Matters because: It signals continued institutional building of RWA and stablecoin-adjacent infrastructure, which may support long-term tokenization narratives.
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Senators ask SEC to investigate Trump-linked meme coin over alleged $3.81B in investor losses – Link

Senators Warren and Blumenthal formally requested an SEC investigation into whether the Trump meme coin violated securities laws. They cited reports that about 1 million wallets have lost a combined $3.81B since the token's January 2025 launch, while Trump is estimated to have earned $636M from it.

Matters because: The probe could shape the pending "Clarity Act" market-structure bill and raise legal risk for politically linked token projects.
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Creator budgets still come from old channels, not just net-new spend

The chart breaks down where enterprise brands say marketing budget comes from. Email marketing leads at 51%, followed by events at 46%. Only 41% point to net new budget, and 41% to changes in software stack.

• Email marketing: 51%
• Events: 46%
• Net new budget: 41%
• Changes in software stack: 41%
• Print or broadcast advertising: 39%

In simple terms, creator spend is often a reallocation exercise, not a fresh-budget category. That makes validation more important: once the money comes out of existing lines, a weak creator choice is harder to justify.

Data source: IAB

Related read: From 750+ Applications to 15 Long-Term Creators: A Green Dots Select Case Study
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