The Bitcoin DeFi sector has seen exponential TVL growth this year, becoming the 4th largest chain by TVL. It has overcome programmability and scalability limitations thanks to the innovative efforts of Web3 teams.
BTCFi is poised to remain a dominant narrative in 2025.
However, a major issue with Bitcoin DeFi and interoperability remains: custody risks and the lack of integration with native Bitcoin (as the case of cross-chain infrastructure from L0 and Wormhole).
This is precisely the niche Portal to Bitcoin is targeting.
Here’s my deep dive to Portal, that actually captures the growth of the entire BTCfi landscape).
Enjoy reading!
BTCFi is poised to remain a dominant narrative in 2025.
However, a major issue with Bitcoin DeFi and interoperability remains: custody risks and the lack of integration with native Bitcoin (as the case of cross-chain infrastructure from L0 and Wormhole).
This is precisely the niche Portal to Bitcoin is targeting.
Here’s my deep dive to Portal, that actually captures the growth of the entire BTCfi landscape).
Enjoy reading!
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The NFT market continues to surprise users. Here are some interesting insights from recent times:
• In December, the 10 largest NFT projects increased their market capitalization by $2.5B within 30 days.
• Pudgy Penguins rose in value by 345% ahead of the $PENGU airdrop, while Azukis increased by 170%. They are now among the top 12 sales, with prices ranging from $500K to $175K.
• Mad Lads' market share on Solana NFTs grew by 10%, reaching 15%.
• The trading volume of Solana-based NFTs increased by 100% over the past month.
More insights available here.
• In December, the 10 largest NFT projects increased their market capitalization by $2.5B within 30 days.
• Pudgy Penguins rose in value by 345% ahead of the $PENGU airdrop, while Azukis increased by 170%. They are now among the top 12 sales, with prices ranging from $500K to $175K.
• Mad Lads' market share on Solana NFTs grew by 10%, reaching 15%.
• The trading volume of Solana-based NFTs increased by 100% over the past month.
More insights available here.
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New Year gifts are on the way.
I have a great offer from Nansen to share with my fam.
• Use promo code stacymuurEOY25 for 25% off for Annual Pioneer Subscriptions.
• If you prefer to test the waters, use this link for a 10% discount on any subscription you choose: https://nsn.ai/stacymuur
Here are some reasons to consider Nansen:
You'll love it if you:
• Copy trade (access 10K+ smart money addresses with high PNL)
• Actively trade on-chain (benefit from deep data on tokens, including holder analysis and smart money flows)
Bonus update for anyone worried about today's market dip: DeWhales purchased $27M worth of ETH today. If you know, you know.
I have a great offer from Nansen to share with my fam.
• Use promo code stacymuurEOY25 for 25% off for Annual Pioneer Subscriptions.
• If you prefer to test the waters, use this link for a 10% discount on any subscription you choose: https://nsn.ai/stacymuur
Here are some reasons to consider Nansen:
You'll love it if you:
• Copy trade (access 10K+ smart money addresses with high PNL)
• Actively trade on-chain (benefit from deep data on tokens, including holder analysis and smart money flows)
Bonus update for anyone worried about today's market dip: DeWhales purchased $27M worth of ETH today. If you know, you know.
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Tron claimed the top spot for transaction volume over the last three months, surpassing 691 million transactions.
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Delphi's "The Year Ahead for Markets 2025": Key Insights
As the year draws to a close, I always look forward to the flurry of research and predictions that emerge. Today, I'm excited to share Delphi’s market outlook for 2025, along with my margin notes.
Is the future optimistic?
Read on Substack
As the year draws to a close, I always look forward to the flurry of research and predictions that emerge. Today, I'm excited to share Delphi’s market outlook for 2025, along with my margin notes.
Is the future optimistic?
Read on Substack
Substack
Delphi's "The Year Ahead for Markets 2025": Key Insights
As the year draws to a close, I always look forward to the flurry of research and predictions that emerge. Today, I'm excited to share Delphi's market outlook for 2025. Is the future optimistic?
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The TVL in Ethereum Layer 2 networks dropped by 10% over the past week, now standing at $47.1 billion.
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$SOL investors have yet to reach the unrealized profit levels historically associated with macroeconomic peaks, signaling potential for further growth in this cycle.
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The total trading volume of $USDC on Uniswap surpassed $1 trillion in the first half of December.
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A friendly reminder: Screenshots are not a proof of success.
$30K to $300K in 15 secs.
$30K to $300K in 15 secs.
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Forwarded from Curated Crypto
Your one-stop weekly summary of market insights and updates for traders, investors, and those on the hunt for airdrops.
Here’s what you’ll learn:
Market Sentiment: The stablecoin market has surged by $30 billion since the election, with daily increases of $750 million, providing significant liquidity. Last week, Bitcoin’s drop to $92,500 triggered panic selling, often a bullish sign. Institutional demand continues to tighten Bitcoin's supply. Meanwhile, Pudgy Penguins NFTs saw a 240% increase, and Ethereum NFT sales reached $304M, signaling growth in the NFT market.
Yield Opportunities: Bitwise launched a Solana staking ETP in Europe, and sBTC went live on Stacks Mainnet, offering a 5% APY on Bitcoin assets.
New Airdrops: Binance added CAT and PENGU to its HODLer Airdrops, and Fuel Network began its 1B FUEL token distribution to 200,000 participants
Upcoming TGEs and Token Sales: Sony's Soneium (Ethereum L2, airdrop on Dec 26), Azuki's Animecoin (mainnet live), Uniswap's Unichain (launching soon), and ConsenSys' Linea (active post-launch).
Key Developments: Ethena rolls out stablecoin backed by BlackRock's BUIDL token; Kraken announces the launch of Ink blockchain on the mainnet.
Special note: Recent funding rounds backed by top tier angels.
Look for the full version on our Substack
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Curated Crypto
Weekly Dose of Alpha: X-Mas Eve Deep Dive
Your one-stop weekly summary of market insights and updates for traders, investors, and those on the hunt for airdrops.
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DropsTab highlighted top tokens currently in the accumulation phase.
Btw, it's an excellent tool for spotting hidden market trends beyond basic metrics.
Btw, it's an excellent tool for spotting hidden market trends beyond basic metrics.
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