New compilation of interesting facts about Web3
– On-chain data highlights
– BTC holdings
– Solana composition
– Treasuries
And much more.
Pure data you’d never google.
Have a look!
– On-chain data highlights
– BTC holdings
– Solana composition
– Treasuries
And much more.
Pure data you’d never google.
Have a look!
❤6
Guess who finally started posting on Substack?
Yeah, that’s me.
Twitter algo has been very bad recently, so I no longer want to limit myself to the format of threads.
The first publication is already waiting for you, with a curated collection of early-stage protocols from Moni Discover.
Enjoy reading and make sure to subscribe to my newsletter ❤️
Yeah, that’s me.
Twitter algo has been very bad recently, so I no longer want to limit myself to the format of threads.
The first publication is already waiting for you, with a curated collection of early-stage protocols from Moni Discover.
Enjoy reading and make sure to subscribe to my newsletter ❤️
Stacy in Dataland
Be Early: July 2024 Curated List
Hunting early-stage protocols? Say no more. I have curated a list of 10 promising early-stage protocols with a solid smart account following. No memecoins, only real stuff.
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Last week’s volatility stands in stark contast to what we’ve witnessed earlier this year.
This time, the catalyst is more fundamental: Fears of recession.
This is a complex topic that needs lots of additional context, so I crafted a long-read for you on my Substack, explaining everything you need to know to understand the current market sentiment.
Enjoy your Sunday read and trade wisely.
This time, the catalyst is more fundamental: Fears of recession.
This is a complex topic that needs lots of additional context, so I crafted a long-read for you on my Substack, explaining everything you need to know to understand the current market sentiment.
Enjoy your Sunday read and trade wisely.
Stacy in Dataland
Recession Fears Bloodbath: Why is Crypto Market Crashing?
In the last 7 days, BTC and ETH have dropped by 10%, and SOL has plummeted by 20%. Why is crypto down, and what should we expect next?
❤12
Did you know that Linea is already the second largest ZK rollup?
Here’s a quick overview of the ecosystem’s latest developments.
Here’s a quick overview of the ecosystem’s latest developments.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Exploring the @LineaBuild Ecosystem: Leading the Way in ZK Scaling
• Key metrics
• Promising protocols
• First to support ENS
Full overview ↓
• Key metrics
• Promising protocols
• First to support ENS
Full overview ↓
❤3👍1
Market Bloodbath: Full timeline of events and side effects for well-informed decisions.
• Jump Trading drama
• Global volatility
• US elections
All reasons and effects ↓
https://stacymuur.substack.com/p/august-bloodbath-full-timeline-for
PS: The article will be updated as I get more context, make sure to subscribe to receive timely updates.
• Jump Trading drama
• Global volatility
• US elections
All reasons and effects ↓
https://stacymuur.substack.com/p/august-bloodbath-full-timeline-for
PS: The article will be updated as I get more context, make sure to subscribe to receive timely updates.
Stacy in Dataland
August Bloodbath: Full Timeline for Well-Thought Decisions
The market drama is unfolding at a crazy speed. Jump is dumping their assets, U.S. recession fears are mounting, and Japan's stock market is crashing. Here’s a full timeline with just the facts.
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Essential tips: Mastering a realistic market outlook
Hope and excitement brought you here, but now you're watching your portfolio dwindle. Don't fall into the same trap of overexcitement again.
5 important tips from a person who has survived 3 bear markets ↓
Background
I have survived 3 bear markets.
2018: My first bear market. I panicked. I remember thinking $20K for Bitcoin was just the beginning. But as time passed, I watched my portfolio plummet, and in November 2018, when BTC dumped by almost 50% in days, I panic-exited.
2020: The second bear market hit. Another nearly 50% drop in a matter of days. The charts were bloody red, and FUD was everywhere. But this time, I knew it was temporary. I stayed patient, did nothing, and was rewarded with a new Bitcoin ATH just a year later.
2022: The third bear market. Shortly after the dip, I started building my 𝕏 brand. I knew this too would pass, and I decided to build while others were moaning.
5 tips from my long journey ↓
Underearning is Better than Overlosing
I recently chatted with a follower who asked what percentage of my portfolio is in stables. It was just days before the August market crash.
“Roughly 60%,” I replied.
“Wow, don’t you feel underexposed? That’s a lot!” he argued.
For me, it’s better to underearn than overlose.
Honestly, I saw no explicit catalyst for a sudden full-sized bull market or an altcoin season. I averaged my entries into high-conviction positions as DeFi tokens bled, but kept a high percentage of my portfolio in stables – for immediate liquidity if needed.
I analyzed market sentiment, retail influx chances, developments, and ETF inflow dynamics and realized that the main catalysts were coming from politics and traditional finance – things that are very hard to predict.
Follow Your Strategy
Be an independent thinker.
Build your dashboards with key metrics to watch, start reading research and taking notes, and verify facts. Quick media consumption won't lead to well-thought-out decisions. It will bring you either FUD or FOMO – nothing in between.
Side Note: In a few days, I will share a list of very cool market trend metrics to track – not just simple MACDs and RSIs, but more fundamental metrics tailored for the on-chain market. So make sure to subscribe to my newsletter ↓
https://stacymuur.substack.com
You Can Never Be Confident
I know, I might sound like a pessimistic loser, constantly underearning and never taking risks. But it's more about never being 100% confident.
Being unconfident urges you to hedge your positions, reevaluate your strategy, and rebalance your portfolio.
Being unconfident keeps you from trading fresh-new memecoins, opening high-leverage positions, and overtrading.
As someone who can't spend 24/7 staring at charts, I prefer this playbook.
Don’t Marry Your Bags
Investments and emotions should be separate. I know many protocols I love, whose teams I know, and who, in my opinion, contribute greatly to the space.
But remember: They are building products in a highly competitive environment and do not prioritize the price of their token. They focus on their products – the best way to establish a strong product-market fit.
This road is bumpy, with no guarantees they won't be outperformed by others in the short or even long term.
So don’t marry your bags.
Study and Master Trading Options
In TradFi, with a more mature market and a higher percentage of experienced participants, options are extremely popular for one main reason: hedging.
Yes, you have to pay a premium to hedge your position. But that premium is your maximum loss if the market goes against your expectations. And if you're right, paying a premium for peace of mind is worth it, right?
If you’re fully on-chain, check out Aevo.
If you are CEX-friendly, check out Deribit.
Final Thoughts
Mastering a realistic market outlook isn't about being pessimistic; it's about being prepared and making informed decisions.
Stay grounded, stay informed, and most importantly, stay patient.
This too shall pass.
Much love,
Stacy Muur
Hope and excitement brought you here, but now you're watching your portfolio dwindle. Don't fall into the same trap of overexcitement again.
5 important tips from a person who has survived 3 bear markets ↓
Background
I have survived 3 bear markets.
2018: My first bear market. I panicked. I remember thinking $20K for Bitcoin was just the beginning. But as time passed, I watched my portfolio plummet, and in November 2018, when BTC dumped by almost 50% in days, I panic-exited.
2020: The second bear market hit. Another nearly 50% drop in a matter of days. The charts were bloody red, and FUD was everywhere. But this time, I knew it was temporary. I stayed patient, did nothing, and was rewarded with a new Bitcoin ATH just a year later.
2022: The third bear market. Shortly after the dip, I started building my 𝕏 brand. I knew this too would pass, and I decided to build while others were moaning.
5 tips from my long journey ↓
Underearning is Better than Overlosing
I recently chatted with a follower who asked what percentage of my portfolio is in stables. It was just days before the August market crash.
“Roughly 60%,” I replied.
“Wow, don’t you feel underexposed? That’s a lot!” he argued.
For me, it’s better to underearn than overlose.
Honestly, I saw no explicit catalyst for a sudden full-sized bull market or an altcoin season. I averaged my entries into high-conviction positions as DeFi tokens bled, but kept a high percentage of my portfolio in stables – for immediate liquidity if needed.
I analyzed market sentiment, retail influx chances, developments, and ETF inflow dynamics and realized that the main catalysts were coming from politics and traditional finance – things that are very hard to predict.
Follow Your Strategy
Be an independent thinker.
Build your dashboards with key metrics to watch, start reading research and taking notes, and verify facts. Quick media consumption won't lead to well-thought-out decisions. It will bring you either FUD or FOMO – nothing in between.
Side Note: In a few days, I will share a list of very cool market trend metrics to track – not just simple MACDs and RSIs, but more fundamental metrics tailored for the on-chain market. So make sure to subscribe to my newsletter ↓
https://stacymuur.substack.com
You Can Never Be Confident
I know, I might sound like a pessimistic loser, constantly underearning and never taking risks. But it's more about never being 100% confident.
Being unconfident urges you to hedge your positions, reevaluate your strategy, and rebalance your portfolio.
Being unconfident keeps you from trading fresh-new memecoins, opening high-leverage positions, and overtrading.
As someone who can't spend 24/7 staring at charts, I prefer this playbook.
Don’t Marry Your Bags
Investments and emotions should be separate. I know many protocols I love, whose teams I know, and who, in my opinion, contribute greatly to the space.
But remember: They are building products in a highly competitive environment and do not prioritize the price of their token. They focus on their products – the best way to establish a strong product-market fit.
This road is bumpy, with no guarantees they won't be outperformed by others in the short or even long term.
So don’t marry your bags.
Study and Master Trading Options
In TradFi, with a more mature market and a higher percentage of experienced participants, options are extremely popular for one main reason: hedging.
Yes, you have to pay a premium to hedge your position. But that premium is your maximum loss if the market goes against your expectations. And if you're right, paying a premium for peace of mind is worth it, right?
If you’re fully on-chain, check out Aevo.
If you are CEX-friendly, check out Deribit.
Final Thoughts
Mastering a realistic market outlook isn't about being pessimistic; it's about being prepared and making informed decisions.
Stay grounded, stay informed, and most importantly, stay patient.
This too shall pass.
Much love,
Stacy Muur
❤14🔥3👌2
For decentralized computing fans: The Compute Labs H100 GNFT sale is ongoing.
Key value proposition? Fractional GPU ownership.
An interesting thing imo, check my short summary explaining it.
Key value proposition? Fractional GPU ownership.
An interesting thing imo, check my short summary explaining it.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Decentralized computing is one of the most promising narratives in Web3.
Why? Real utility, revenue-driven tokenomics, and a strong competitive advantage — do you need more?
A new opportunity in this field is @Compute_Labs.
Here's my analysis of their H100…
Why? Real utility, revenue-driven tokenomics, and a strong competitive advantage — do you need more?
A new opportunity in this field is @Compute_Labs.
Here's my analysis of their H100…
❤7👀2🔥1💩1
You: Explain Polkadot to a normie
Me: Okaay, challenge accepted
Polkadot hosts over 50 unique chains with almost 60% $DOT staking rate.
If you're still unsure what's special about Polkadot, beyond its massive marketing and $8B market cap, this tweet will help.
BASICS
Alright, let's think of Polkadot as a high-tech communication hub for blockchains.
It's main modules:
• Communication Hub (Polkadot Network): Polkadot serves as a central place where various blockchains can connect and communicate efficiently.
• Central Coordinator (Relay Chain): The relay chain is the core part of Polkadot. It manages the network and ensures all the connected blockchains can exchange information securely and quickly. It also provides security so the Parachains don't need to bother with it.
• Connected Networks (Parachains): These are the different highly specialized blockchains that plug into Polkadot. Each parachain can have its own specific use case or functionality, but they all benefit from being able to communicate and share data through the central coordinator.
• Bridges: These allow Polkadot to connect with other blockchain networks like Ethereum or Bitcoin, enabling data and asset transfers between them.
COMPARISON
What's the real impact of this design?
It's best illustrated through comparison ↓
Ethereum:
Ok, we're general-purpose, ok for everyone but not great at specific solutions. We're adding L2s and sharding to handle more traffic (scale). For shared security, we'll let solutions like EigenLayer, Karak, and Avail step in.
Cosmos:
Imagine a network of independent cities. Each city (chain) has its own rules and defenses, but they can all trade and talk with each other.
Avalanche:
We've got three main highways and tons of side roads (subnets). The side roads are easy to build, but they each have their own patrol (security).
Polkadot:
A well-coordinated metropolis where specialized districts (parachains) connect through a central hub (relay chain), sharing security and upgrading without a hitch, all governed by the community.
Have you ever read a simpler explainer?
I doubt it.
Me: Okaay, challenge accepted
Polkadot hosts over 50 unique chains with almost 60% $DOT staking rate.
If you're still unsure what's special about Polkadot, beyond its massive marketing and $8B market cap, this tweet will help.
BASICS
Alright, let's think of Polkadot as a high-tech communication hub for blockchains.
It's main modules:
• Communication Hub (Polkadot Network): Polkadot serves as a central place where various blockchains can connect and communicate efficiently.
• Central Coordinator (Relay Chain): The relay chain is the core part of Polkadot. It manages the network and ensures all the connected blockchains can exchange information securely and quickly. It also provides security so the Parachains don't need to bother with it.
• Connected Networks (Parachains): These are the different highly specialized blockchains that plug into Polkadot. Each parachain can have its own specific use case or functionality, but they all benefit from being able to communicate and share data through the central coordinator.
• Bridges: These allow Polkadot to connect with other blockchain networks like Ethereum or Bitcoin, enabling data and asset transfers between them.
COMPARISON
What's the real impact of this design?
It's best illustrated through comparison ↓
Ethereum:
Ok, we're general-purpose, ok for everyone but not great at specific solutions. We're adding L2s and sharding to handle more traffic (scale). For shared security, we'll let solutions like EigenLayer, Karak, and Avail step in.
Cosmos:
Imagine a network of independent cities. Each city (chain) has its own rules and defenses, but they can all trade and talk with each other.
Avalanche:
We've got three main highways and tons of side roads (subnets). The side roads are easy to build, but they each have their own patrol (security).
Polkadot:
A well-coordinated metropolis where specialized districts (parachains) connect through a central hub (relay chain), sharing security and upgrading without a hitch, all governed by the community.
Have you ever read a simpler explainer?
I doubt it.
🔥13❤6😁2👌2👎1🥴1
There’s rarely something brand new in the space, but I loved a lot the idea of Mantis.
In a nutshell, Mantis is a DeFi settlement layer with native yields (imagine you deposit on Binance and as you wait for your order to be executed, it accrues yield).
A very interesting concept, here’s my overview.
In a nutshell, Mantis is a DeFi settlement layer with native yields (imagine you deposit on Binance and as you wait for your order to be executed, it accrues yield).
A very interesting concept, here’s my overview.
❤5
Gm, fam!
Together with my X frens we’ve created this folder for you with nice channels covering crypto, research, and macro.
Add folder here.
Be informed, make thoughtful decisions.
Much love,
Stacy
Together with my X frens we’ve created this folder for you with nice channels covering crypto, research, and macro.
Add folder here.
Be informed, make thoughtful decisions.
Much love,
Stacy
Telegram
ALPHA TG
Alpha Batcher invites you to add the folder “ALPHA TG”, which includes 29 chats.
❤14🔥4👏2👍1
Just as promised, here’s my compilation of the most important on-chain indicators to track, especially if you’re a mid-term or long-term investor.
The publication is available on my Substack, make sure to subscribe if you love the content I push ❤️
https://stacymuur.substack.com/p/5-metrics-to-track-when-you-lose
The publication is available on my Substack, make sure to subscribe if you love the content I push ❤️
https://stacymuur.substack.com/p/5-metrics-to-track-when-you-lose
Stacy in Dataland
5 Metrics to Track When You Lose Hopium
When in doubt, zoom out – a classic slogan of any bear market. But what other metrics should you track to stay grounded? Here's my compilation.
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Since 2016, a16z has regularly shared the reading lists of their team.
Here is a compilation of 10 excellent economy, business, and finance books from their recommendations ↓
Publication on Substack
Twitter thread
Here is a compilation of 10 excellent economy, business, and finance books from their recommendations ↓
Publication on Substack
Twitter thread
Stacy in Dataland
Economy & Finance: Your a16z Reading List
Since 2016, a16z has regularly shared their reading lists. Here is a compilation of excellent economy and finance books from their recommendations.
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New incentive program in the DePIN sector: Stake Race by Fluence.
Here’s your quick summary of the project and its ongoing rewards program.
Here’s your quick summary of the project and its ongoing rewards program.
❤8
Henlo, frens!
Here’s new research compilation from your humble servant
General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Coinbase: 2024 Allocator's Guide to Digital Asset Hedge Funds
➖ Binance: Reality Check: The Importance of Providing Real Value
➖ Galaxy: Ethereum All Core Developers Consensus Call #139 Writeup
➖ Galaxy: Weekly Top Stories - 8/9
Market
➖ Coinbase: Weekly: Shock and Awe
➖ Glassnode: A Return to HODLing
➖ Galaxy: Bitcoin Futures Basis Spikes with Renewed Market Optimism
➖ Galaxy: Market Turbulence and the Global Impact of the Yen Carry Trade
Blockchains & networks
➖ Cryptorank: Bitcoin Scaling Is Near: Prepare Yourself for OP_CAT (BIP-420)
➖ Coinbase: ETH and the Rise of L2s
➖ Footprint: July 2024 Public Chain Report: Navigating Market Fluctuations and Ethereum ETPs Impact
Tokens & currencies
➖ CoinGecko: Ethereum Turned Inflationary In 2024, First Time Since 2022
Here’s new research compilation from your humble servant
General
➖ CoinShares: Digital Asset Bi-Weekly Digest
➖ Coinbase: 2024 Allocator's Guide to Digital Asset Hedge Funds
➖ Binance: Reality Check: The Importance of Providing Real Value
➖ Galaxy: Ethereum All Core Developers Consensus Call #139 Writeup
➖ Galaxy: Weekly Top Stories - 8/9
Market
➖ Coinbase: Weekly: Shock and Awe
➖ Glassnode: A Return to HODLing
➖ Galaxy: Bitcoin Futures Basis Spikes with Renewed Market Optimism
➖ Galaxy: Market Turbulence and the Global Impact of the Yen Carry Trade
Blockchains & networks
➖ Cryptorank: Bitcoin Scaling Is Near: Prepare Yourself for OP_CAT (BIP-420)
➖ Coinbase: ETH and the Rise of L2s
➖ Footprint: July 2024 Public Chain Report: Navigating Market Fluctuations and Ethereum ETPs Impact
Tokens & currencies
➖ CoinGecko: Ethereum Turned Inflationary In 2024, First Time Since 2022
❤17👏3👌1
In 2024, the TON ecosystem has become a true phenomenon, experiencing a 45-fold increase in TVL since the start of the year.
Let's explore the top DeFi yield and airdrop opportunities on TON.
Here’s my summary.
Let's explore the top DeFi yield and airdrop opportunities on TON.
Here’s my summary.
❤8
ICYMI: Sahara AI recently announced a $43M funding round.
Here’s your summary of what Sahara is and why they raised such impressive funding.
Here’s your summary of what Sahara is and why they raised such impressive funding.
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
AI has been a powerful narrative gaining momentum all year.
To uncover top AI protocols, look for standout teams, solid backers, and robust products.
@SaharaLabsAI checks all the boxes.
Dive in ↓
To uncover top AI protocols, look for standout teams, solid backers, and robust products.
@SaharaLabsAI checks all the boxes.
Dive in ↓
❤9