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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LayerZero airdrop checker is live.

Here’s everything that is known so far about the criteria, critisism, and potential valuation.
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There's only one framework you need for making great long-term investment decisions ↓
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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.
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The story of TON’s success: Explaining the phenomenon of mini apps.

Enjoy reading!
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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!
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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.
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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.
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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 😉
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Sunday Edition: Messari’s Narratives Games – Key insights from the AI, SocialFi, and Bitcoin DeFi sectors.

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!
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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!
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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!
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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.
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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.
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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.
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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 😉
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You can be bullish or bearish – in both cases, it’s unlikely to be your reasonable and unbiased decision.

Delphi Digital has a great report devoted to how market trends are formed by pure attention, that explains too many things these days.

Here’s my summary, highly recommended.
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