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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Polymarket has reached new heights recently:

▪️ $1.3B in monthly betting volume
▪️ 85% of prediction markets' TVL
▪️ $3.5B in total trading volume
▪️ 17.7M bets placed
▪️ $221M in TVL

Read more about the Polymarket's milestones in the article.
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Crypto markets have corrected alongside equities, strengthening the speculation that the bull rally has ended.

As crowd optimism turns to doubt, the following projects with $500M+ market capitalization show the best growth potential amid the fear:

$LINK
$BTC
$GOAT
$DOGE
$XRP
$PEPE
$FIL
$SHIB
$EIGEN
$BEAM
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Staking activity on Polygon is accelerating at a pace that outstrips Ethereum’s growth.

Over the past year, the number of Polygon stakers surged from 74k to over 102k, growing more than twice as fast as Ethereum’s staking base.
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Since the launch of secondary markets, activity on Zora has seen notable shifts.

Weekly active users have increased by 70-80k, and trading volume has doubled, though the number of NFT collections minted on the platform dropped by 30% in October.
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Net capital inflows into Bitcoin have surged by $21.8B (+3.3%) in the past 30 days.

It resulted in the Realized Cap reaching a new ATH of over $646B, indicating increasing liquidity within the asset and substantial capital support for the price growth.
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Dropped an intel discovery guide for Alphanomics, ideal for short-term trading.

Have a look!
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Over the past year, development activity has surged across the top 10 crypto ecosystems.

Leading the growth are Optimism at +45.6%, followed by Avalanche (+20.3%) and Arbitrum (+16.6%), while all others also posted gains, reflecting the sector's strong development momentum.
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All you need to know about low float & high FDV.

The state of token unlocks for L1 and L2 chains, % of supply in circulation ↓

• Ethereum: 100%
• NEAR Protocol: 93%
• Cardano: 85%
• ImmutabIe: 82%
• Solana: 80%
• Metis: 75%
• Avalanche: 65%
• Oasis: 61%
• Celo: 55%
• Mantle: 51%
• Aptos: 46%
• Manta Network: 37%
• Arbitrum: 35%
• Ronin: 35%
• Optimism: 31%
• Sui: 28%
• Altlayer: 23%
• Zeta: 22%
• Worldcoin: 21%
• Blast: 18%
• Dymension: 18%
• ZKsync: 18%
• Starknet: 12%
• Saga: 10%
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This year, losses from exploits have reached just $1 billion, indicating that 2024 is poised for a substantial reduction in DeFi-related financial setbacks compared to prior years.
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Whales now hold a record 670,000 BTC, signaling a positive long-term outlook.

Historically, when whale holdings are high, Bitcoin's price tends to stabilize or dip slightly; the real price surge typically follows as whales begin reducing their positions.
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By leveraging DePIN, GEODNET has managed to reduce GPS location correction costs by more than 90%, establishing the world's largest RTK network with over 10,000 nodes in just three years.

With an annualized ARR of $1.2 million, it aims to penetrate a $4.6 billion market by 2030, as detailed in Messari's analysis and valuation.
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With 768M issued in the first 6 months, USDT's growth on TON is the fastest of any stablecoin on any chain to-date.
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Sui took the lead in monthly inflow this month, surpassing Base, Ethereum, Arbitrum, and Solana.
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With an MVRV of around 1.2, Ethereum’s market value is currently just above its realized value, and if it dips below 1, it could signal an accumulation phase.

MVRV readings above 2, however, suggest an overheated market, indicating a potential peak in ETH's price rally.
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TON is quickly closing the gap with Ethereum, expected to surpass ETH holders by December 20.

With ETH at 137 million holders and TON at 112 million, it's gaining half a million new users daily. However, a slower growth estimate could push this milestone to February 2025, with ETH's own modest growth potentially impacting the timing.
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The Nakamoto Upgrade is finally here.

Here’s everything you need to know about the impact of Nakamoto on the performance and efficiency of Stacks.
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The evolution of the LRT market is clear: capital is moving from "point farms" to lending protocols.

Of $2.71 billion in LRTs now on lending markets, $2.61 billion sits on Aave alone.
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With over $13 billion in total value locked (TVL), Aave dominates, holding over 55% of the top 5 lending protocols' TVL.

JustLend trails behind with $4.6 billion.
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Layer2 networks are on pace to reach 10M weekly active addresses by year-end, signaling significant expansion.
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Bitcoin’s 3% gain may be modest, but the sector saw $901 million in net inflows last week alone from top asset managers.

October marked $3.36 billion in inflows, bringing year-to-date totals to a record-breaking $27 billion — solidifying crypto as an asset class as Wall Street moves further in with spot ETFs.
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