Interesting finding: Fresh capital wants $BTC and $ETH. Alts are not a meta.
The major catalyst for this cycle's mini-bull run was the approval of BTC and then ETH spot ETFs.
The outcome is that the investments mostly flow to these two, causing most altcoins to bleed badly.
AI and DePIN are somehow outperforming ETH and BTC returns YTD but the correction is wild.
The yield meta has performed well YTD, mainly thanks to $GEAR and PENDLE.
Wen altcoin szn you ask?
The major catalyst for this cycle's mini-bull run was the approval of BTC and then ETH spot ETFs.
The outcome is that the investments mostly flow to these two, causing most altcoins to bleed badly.
AI and DePIN are somehow outperforming ETH and BTC returns YTD but the correction is wild.
The yield meta has performed well YTD, mainly thanks to $GEAR and PENDLE.
Wen altcoin szn you ask?
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LayerZero airdrop checker is live.
Here’s everything that is known so far about the criteria, critisism, and potential valuation.
Here’s everything that is known so far about the criteria, critisism, and potential valuation.
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On-chain metrics overview: Notable capital movements this week.
Full list of gainers and losers here, fam!
Full list of gainers and losers here, fam!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Game of Attention: Notable Capital Movements This Week ↓
• @Scroll_ZKP is experiencing the highest surge in bridging volume, associated with its Scroll Marks program, with a +10% inflow this week.
• @Starknet leads the outflow across all L2s, with a 20%…
• @Scroll_ZKP is experiencing the highest surge in bridging volume, associated with its Scroll Marks program, with a +10% inflow this week.
• @Starknet leads the outflow across all L2s, with a 20%…
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Happy Sunday fam!
Researched BTCfi more in detail today, here’s a thread on B2 Network as one of the dominant narrative players.
Have a look.
Researched BTCfi more in detail today, here’s a thread on B2 Network as one of the dominant narrative players.
Have a look.
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Here’s the list of research tools I personally use on a weekly basis.
If you have some recommendations, feel free to share them in th commentaries!
If you have some recommendations, feel free to share them in th commentaries!
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There are many stories in Web3 worth being told, and Pendle is definitely one of them.
Read the history of Pendle’s success: From zero to hero.
Read the history of Pendle’s success: From zero to hero.
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Was thinking a lot about the current market recently and the reasons for DeFi tokens bleeding.
Here’s my long-form post explaining the fundamental reasons for the current market state.
Not too bullish, but realistic imo.
Have a look, your thoughts are welcome.
Here’s my long-form post explaining the fundamental reasons for the current market state.
Not too bullish, but realistic imo.
Have a look, your thoughts are welcome.
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I am starting a new series of threads in which I share the results of backtesting based on calls made by various research hubs.
This time, I have Moni Discover in the spotlight.
Check the results and some key insights here!
PS: Sharing a link to a private group with Moni Discover alerts for my Telegram followers later today 😉
This time, I have Moni Discover in the spotlight.
Check the results and some key insights here!
PS: Sharing a link to a private group with Moni Discover alerts for my Telegram followers later today 😉
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And… you’re very welcome to join this group that has Moni Discover bot plugged in.
https://t.me/+PpWyMtNJO1c4Mjhk
https://t.me/+PpWyMtNJO1c4Mjhk
Telegram
Moni Alerts | Stacy Muur
Alerts feed from Moni Discover curated list. NFA, DYOR.
Сreated for the @muur_posts community.
10% discount: https://discover.getmoni.io/?ref=WWMFDS
Сreated for the @muur_posts community.
10% discount: https://discover.getmoni.io/?ref=WWMFDS
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Sunday Edition: Messari’s Narratives Games – Key insights from the AI, SocialFi, and Bitcoin DeFi sectors.
Have a look!
Have a look!
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Yesterday, Ignas dropped a detailed overview of Polkadot’s treasury spend, very much thought provoking.
$37M spent on outreach, results are very poor.
Here’s an analysis on why this happened and who benefited from it most (not Polkadot).
Have a look!
$37M spent on outreach, results are very poor.
Here’s an analysis on why this happened and who benefited from it most (not Polkadot).
Have a look!
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Polkadot's Treasury Report: $37M spent on outreach in the last 6 months.
Results:
-14% DAUs
-59% new accounts
+15% token holders
What went wrong?
Marketer's commentary ↓
Results:
-14% DAUs
-59% new accounts
+15% token holders
What went wrong?
Marketer's commentary ↓
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Here’s my deep dive on Aethir and why I think it is best-positioned to win the decentralized computing race.
Have a look!
Have a look!
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Earlier this week, Mantle launched a new incentives campaign.
Here’s everything you need to know to start farming the new governance token for mETH and cmETH.
Enjoy reading!
Here’s everything you need to know to start farming the new governance token for mETH and cmETH.
Enjoy reading!
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While the market implies not too much positivity, Chromia is getting ready for its mainnet launch, 5 years of development.
Here’s everything you need to know.
Here’s everything you need to know.
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Eigenlayer’s beta play? EtherFi.
Karak’s beta play? Most likely, Kernel, who just released the first set of LRTs for the Karak ecosystem.
Here’s my deep dive.
Karak’s beta play? Most likely, Kernel, who just released the first set of LRTs for the Karak ecosystem.
Here’s my deep dive.
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Ngl, I was a bit confused by the recent downtrend panic.
Was this a black swan event?
No, it was anticipated. Just as many expect the market to recover after the ETH ETF starts trading.
Was it a heavy hit?
For many futures traders who got liquidated, yes. However, judging by the numbers, we have -11% weekly for $ETH and -6.5% for $BTC. $SOL and $TON have already bounced back.
I've been in this space since 2016 and have seen much worse price actions. Stop panicking as if you were in a risk-free market. Follow your strategy and take profits.
Everything is fine.
Even if you're at a loss now, the years ahead will prove you've made the right decisions.
Was this a black swan event?
No, it was anticipated. Just as many expect the market to recover after the ETH ETF starts trading.
Was it a heavy hit?
For many futures traders who got liquidated, yes. However, judging by the numbers, we have -11% weekly for $ETH and -6.5% for $BTC. $SOL and $TON have already bounced back.
I've been in this space since 2016 and have seen much worse price actions. Stop panicking as if you were in a risk-free market. Follow your strategy and take profits.
Everything is fine.
Even if you're at a loss now, the years ahead will prove you've made the right decisions.
❤20
Gm, gm, fam!
Exclusively for my Telegram squad, I have 10 free-mint slots for the Coretoshis NFT mint (it will not be free for everyone).
More info about Core here.
The utilities include awarding sparks points (Ignition Drop), airdrops of native protocols in Core, memecoins, etc.
As usual, fcfs, just drop your EVM address in the comments 😉
Exclusively for my Telegram squad, I have 10 free-mint slots for the Coretoshis NFT mint (it will not be free for everyone).
More info about Core here.
The utilities include awarding sparks points (Ignition Drop), airdrops of native protocols in Core, memecoins, etc.
As usual, fcfs, just drop your EVM address in the comments 😉
❤13