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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Raydium's LaunchLab now supports trading of any token pair on Solana – Link

Raydium announced LaunchLab can now support arbitrary token-pair trading, adding more flexible pairing mechanics, deeper liquidity, and lower fees for meme-coin and general token launches on Solana.

Matters because: the update could support continued high-velocity token issuance and trading on Solana DEXs, reinforcing Solana's role as a major venue for new token launches.
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Bitcoin holds near $78,600 as oil shock revives Fed rate-hike bets – Link

Bitcoin is trading around $78,600–$78,900 (-0.3% to -0.5% over 24h), staying below last week's $82,000 peak, as a jump in oil prices revived expectations that the Fed could resume rate hikes rather than cut. Traders are also watching Friday's CPI print, while the Fed's July minutes already showed internal disagreement over further tightening.

Matters because: A hawkish Fed repricing could pressure risk assets broadly, and BTC's stall below $80K suggests the market hasn't fully shaken off this uncertainty.
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BitMine adds 28,086 ETH, nears 5% of total ETH supply – Link

BitMine Immersion Technologies, the largest corporate Ether holder, purchased 28,086 ETH (≈$70M) in the week through Sept 7, pushing its treasury to roughly 5.93M ETH (≈$14.8B), just shy of its stated 5%-of-supply target. Chairman Tom Lee remains bullish, citing ETH's outperformance versus the S&P 500 this quarter.

Matters because: Continued accumulation by a major corporate treasury may support ETH price stability by reducing available float.
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Strategy pauses BTC purchases, redirects capital to STRC buyback – Link

Strategy, formerly MicroStrategy, did not add to its Bitcoin treasury in its most recent reporting window, instead using capital to repurchase $176M of its STRC preferred shares. That marks a shift toward capital-structure management rather than continued BTC accumulation.

Matters because: Strategy's buying has been a recurring demand driver for BTC, so a pause could reduce one source of consistent institutional buy pressure.
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Bitcoin ETFs post mixed flows; US spot ETFs still about $1B net negative for 2026 – Link

US Bitcoin ETF flows were roughly flat to slightly negative on Sept 8 (-$57.3M single-day by one tracking method, alongside a separate report of +398 BTC net inflow). Cumulative 2026 ETF flows remain about $1 billion in net redemptions as of Sept 8. Ether ETFs saw a larger single-day outflow of roughly 19,667 ETH, even as the 7-day trend stayed net positive (+15,939 ETH).

Matters because: Institutional demand is stabilizing but not yet strongly bullish, which may limit near-term upside for BTC and ETH absent a fresh catalyst.
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Consensys spins off MetaMask into an independent entity – Link

Consensys will separate MetaMask into a standalone company, with founder Joe Lubin as CEO. The remaining Consensys entity will refocus on institutional Ethereum infrastructure under exec Mike Kriak.

Matters because: It suggests reduced appetite for a MetaMask token launch under the current regulatory climate, and could reshape how the largest self-custody wallet monetizes.
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Germany drafts 25% flat capital gains tax on crypto starting 2028 – Link

Germany's Federal Ministry of Finance is preparing legislation to end the current tax-free treatment of crypto held over one year. The draft would replace it with a flat 25% capital gains tax from 2028, while keeping a €1,000 personal exemption.

Matters because: It could reduce incentives for long-term retail holding in one of the EU's largest crypto markets, and may set a precedent other EU states watch closely.
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Bitcoin spot ETFs post $120M net outflow, Ethereum ETFs stay positive – Link

US spot Bitcoin ETFs saw a $120M net outflow on September 9, led by ARKB (-$78M) and GBTC (-$27.2M). Spot Ethereum ETFs stayed positive with a $34.7M net inflow, led by BlackRock's ETHB (+$22.9M).

Matters because: The split flow suggests institutional demand is favoring ETH over BTC in the short term, while the one-day BTC outflow is still modest versus the $55.45B total inflow base.
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Bitcoin consolidates near key support ahead of Fed rate decision – Link

Bitfinex Alpha says BTC has traded in a $77,100–$81,300 range for 20 sessions and is sitting near the lower end of that band. Options markets are rolling hedges into the September 18 FOMC expiry, and a break above $81,300 could open a path toward $86,500.

Matters because: The range compression suggests the market is waiting for the Fed decision before choosing direction, while altcoin perpetual open interest moving above Bitcoin's points to rising correction risk.
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Visa expands stablecoin lending data-sharing with blockchain lenders – Link

Visa will share VisaNet settlement data with onchain credit infrastructure providers, piloted with Credit Coop, so lenders can better underwrite stablecoin-linked card programs. Visa says its stablecoin settlement volume has reached a $20B annualized run rate, up roughly 15x year-over-year, with more than 160 active stablecoin-linked card programs.

Matters because: It points to deeper institutional integration of stablecoins into card and credit rails, which may support broader adoption and Treasury-bill demand narratives.
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ChatGPT citations can swing hard after one model update

This chart shows Reddit’s share of citations in ChatGPT, using Promptwatch data. The sharp part is the scale: after one model update, Reddit’s citation share dropped by 95% in just a week.

That’s a good reminder that AEO is not as stable as classic SEO. If the model changes its source mix that quickly, visibility is partly a moving target, not a fixed ranking system.

This is the practical version of the SEO vs. AEO debate: organic rules may stay noisy, but AI citation patterns can change overnight.

Data source: Promptwatch

Related read: Are we optimising for the right engine? Insights from the latest SEO / AEO research
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PayPal launches PYUSDx for enterprise-issued custom stablecoins – Link

PayPal, with M0 and MoonPay, launched PYUSDx, letting enterprises issue their own stablecoins backed by PYUSD. Early partners include Saturn, Concrete, and Cap, which have already processed over $100M in trading volume.

• USD.AI and Fairblock are also set to launch tokens on the platform.

Matters because: PYUSDx expands PYUSD from a single stablecoin into infrastructure for a broader stablecoin ecosystem, which could accelerate settlement volume.
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India issues non-compliance notices to 15 offshore crypto exchanges – Link

India's FIU-IND issued AML non-compliance notices to 15 crypto platforms, including WEEX, BloFin, Bitunix, DigiFinex, and Toobit. The agency is also seeking app and URL takedowns.

Matters because: The action could pressure access to Indian users and trading volume, and it signals continued tightening of offshore-exchange oversight in a major retail market.
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Bitcoin ETFs post second straight outflow day as BTC slides toward $77K – Link

U.S. spot Bitcoin ETFs saw a $282.7M net outflow on Sept. 10, following a $120.2M outflow on Sept. 9. BTC traded near $77,000–78,000, down roughly 2% over 24 hours as memecoins and small caps led a broader crypto retreat.

Matters because: The flow reversal may signal softer institutional demand right before next week's Fed decision, which could weigh on short-term sentiment across majors.
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Nasdaq invests $100M in Kraken parent Payward at $21B valuation – Link

Nasdaq Ventures agreed to inject $100M into Payward, valuing Kraken's parent at $21B, as part of a plan to jointly launch Nasdaq Equity Tokens (NETs) and deepen ties with Kraken's xStocks tokenized-equity platform. The rollout is targeted for 2027.

Matters because: Traditional exchanges are increasingly buying direct access to tokenization infrastructure rather than building competing products, which is a structural positive for the tokenization narrative.
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Senate republicans release updated CLARITY Act text ahead of Sept. 15 cloture vote – Link

Sen. Cynthia Lummis released revised CLARITY Act text requiring "decentralized-in-name-only" DeFi protocols to register with the CFTC, while limiting DeFi provisions to spot/cash digital-commodity transactions. Republicans still need at least 7 crossover votes to reach the 60-vote threshold.

Matters because: Passage or failure could reshape how U.S. DeFi platforms operate and register going forward.
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Treasury yields near 5% ahead of pivotal CPI data and Sept. 16 Fed decision – Link

The 10-year Treasury yield climbed toward the psychologically important 5% level, its highest since 2007, amid a global bond selloff. Markets are pricing roughly a 58-70% chance of a Fed rate move at the Sept. 16 meeting after hot PPI data.

Matters because: Rising yields can compete with risk assets for capital and may pressure crypto valuations if the trend continues, even as some analysts argue Bitcoin is trading more like a fiscal-debasement hedge.
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Telegram’s last seen field can expose bot traffic

This profile card is the useful part: a hidden mobile number, an ugly-looking account name, and a last seen stamp of 24/08/2026 at 07:48. The surrounding analysis uses that gap to argue for “action without presence” – a pattern that does not fit normal human behaviour.

The practical check is simple: compare new joins, last seen, and your channel’s net growth before trusting the ad platform’s conversion count. If those numbers do not line up, the campaign may be buying bot activity, not real subscribers.

That is the same distortion this Telegram Ads experiment is trying to pin down.

Data source: research.greendots.agency

Related read: Telegram Ads: Growth experiment that revealed a money farming machine
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SGX opens BTC/ETH perpetual futures to U.S. institutions – Link

The Singapore Exchange received CFTC authorization under Regulation 48.10 to let U.S. institutional investors trade its Bitcoin and Ethereum perpetual futures. SGX's crypto perpetuals have processed $5.8B in cumulative volume since a November 2025 launch, with onboarding for U.S. clients expected within 1-2 months.

Matters because: This may deepen regulated institutional access to BTC/ETH derivatives and improve liquidity and price discovery over time.
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ECB hikes rates a second time as Iran war drives inflation – Link

The European Central Bank raised rates for the second time since the Iran conflict began in February, citing inflation signals still above the 2% target. The move adds to a hawkish global rate backdrop alongside softer-than-feared but still elevated U.S. core PPI.

Matters because: A tighter global policy backdrop can keep pressure on risk assets, including crypto, in the near term.
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