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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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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For my airdrop frens: A new incentivized testnet from Sunrise.

Full guide here!
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In the times of uncertainty, I love to see how the tech improves.

SSV – a core element in decentralizing & securing Ethereum’s scaling efforts – has flipped 1M $ETH staked on its platform.

Here’s everything you need to know.
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Airdrops: Good or Evil?

A realistic look on airdrops, post-snapshot traction, and informed investment decisions.

Make sure to give it a read <3
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ParaSwap has recently announced their new Delta upgrade.

This is likely to boost their aggregator market share heavily.

Here’s everything you need to know.
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Some dApps finally adopt the approach or releasing 100% of the supply from day 1.

One of them is Ekubo.

Here’s my $EKUBO thesis.
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New opportunity for my fam: Alliance Games.

MVP launched this week, good chance to get in early.

Here’s everything you need to know.
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Web3 mass adoption?

Actually almost 7% of world’s population are already crypto users.

10 charts that show the actual speed of user onboarding.
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Dark pools are the blocker of Web3 adoption?

Actually it’s vice versa.

Here’s my summary of Delphi Digital’s new research that explains the role of dark pools in TradFi and their future in DeFi.

Enjoy learning something new!
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TODAY IN WEB3: KEY HIGHLIGHTS

Bullish News:

• Bitcoin ETFs in the US post nine consecutive days of net inflows, extending a 9-day winning streak amid surging demand.

• Polygon will migrate $MATIC to $POL during a September upgrade, set for September 4.

• Chainlink has launched the Digital Assets Sandbox (DAS) to onboard institutional investors.

• Hong Kong’s $350m crypto ETF market pins hopes on Ethereum staking funds.

• U.S. Senator Bob Menendez, known for his strong opposition to Bitcoin and crypto, plans to resign from Congress after being convicted on federal corruption charges.

• Matt Hougan, CIO at Bitwise, predicts Ethereum could surpass $5,000 following the launch of Ethereum ETFs.

Bearish News:

• WazirX, an Indian crypto exchange, suffered a $235 million hack, likely associated with North Korean hackers.

• Mt. Gox creditors face challenges, including opting to hodl Bitcoin payouts, failed login attempts amid repayments, and brute-force login attempts on accounts.

• Debates intensify as Mike Brock reveals that Trump tried to ban Bitcoin in 2020.

PS: Let me know if you love this new format and want to receive such updates daily (or almost daily).
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Have some alpha that NEAR will launch Chain Signatures VERY soon (mainnet).

This will enable transacting on all chains with just one NEAR account.

Huge price catalyst here, enjoy my deep dive.
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A realistic view on Web3 today.

Huge gap in the innovation zone, speculation triggers highly dependent on the US.

Open to discussions — prove me wrong.
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