Stacy in Dataland (´⊙~⊙`)
7.8K subscribers
1.59K photos
8 videos
4 files
1.39K links
Stacy Muur’s alpha channel.
𝕏: https://x.com/stacy_muur
Blog: https://stacymuur.substack.com
Chat: @muur_talks
Download Telegram
AI agents drive the crypto market despite high volatility.

Glassnode's map shows trends like $VIRTUAL heating up (2.00 profitability, 0.58 profit-taking) and $PAAL cooling down (1.06 profitability, 0.55). $BOTTO's low profit-taking (0.27) signals growing interest.
👍76
Avalanche’s 90% gas fee reduction from its December's upgrade brought in 150,000 new wallets, nearing its 2023 highs.

The majority of the wallets are active on bridges or DeFi protocols.
👍64
Be early series: New watchlist for January

This has become a nice tradition: Every month I compile for you a list of early stage protocols to watch. This time, my focus is entirely on the AI space.

Here’s your Substack link.
10🔥9👍1
Bitcoin demand surged in Q4 as firms like KULR, Rumble, and Genius Group joined the trend.

MicroStrategy continues to lead with substantial purchases.
👍84
Since 2021, USDT on TRC-20 surpassed ERC-20 in transaction volume, with 22 billion transfers compared to Ethereum's 2.6 billion.

Tron's low fees, speed, and scalability make it a global leader for stablecoin transfers.
9👍1
Liquidation hokku

Red floods Coinglass maps,
Millions vanish in moments—
My own wound softens.
😁6🔥3👍2
Base ecosystem metrics by TokenTerminal:

– DEX weekly trading volume: ~$10.3B
– Active loans in lending: ~$806.7M
– Top players: Aerodrome, Aave
7👍1
Key sectors on Solana in the past 7 days include DEX, derivatives & infrastructure, and gaming/staking/NFTs.
7👍1
Crypto trading volumes hit new lows, with activity across Layer 1s, Layer 2s, meme coins, and AI projects resembling levels last seen on November 4.

This ‘trading paralysis’ reflects market FUD but could signal an upcoming rebound.
👍13
Only 0.412% of Pump.fun traders achieved profits exceeding $10K.
🤯15🤣8
Ethereum Layer 2 TVL dropped by 10.5% this week, now standing at $43.9B.
👀8
Forwarded from Curated Crypto
📰 Weekly Market Pulse: The Calm Before the Storm

The ultimate weekly digest for traders, investors, and airdrop seekers—packed with market insights and key updates.

👉 Read it on Substack 👈

Here’s what you’ll learn:

Market Sentiment: Retail activity in Bitcoin has dropped 21.7%, hinting at a shift toward accumulation, while Ethereum’s institutional appeal remains strong due to high developer activity and ETF integration. Meanwhile, altcoin trading dominance on Binance hit 78% in January 2025, suggesting growing retail interest and a potential altcoin bull market.

Yield Opportunities: BlackRock uses its tokenized treasury BUIDL for 18% APY, while Berachain’s SolvBTC.BERA offers Bitcoin holders enhanced yield, with over $1B in pre-deposits.

New Airdrops: Azuki has partnered with Hyperliquid for an ANIME airdrop to HYPE stakers. Berachain launched its BERA airdrop for ecosystem projects, with participating projects offering tokens. Derive announced its DRV token airdrop, allocating 5% of the supply to ENA stakers.

Upcoming TGEs and Token Sales: The upcoming Q1 2025 public sales and listings include CORN, SOON (Jan 14), XYRO, NC, SYNTH (Jan 14), DRV (Jan 15), LAYER (Jan 16), TIME (Jan 17), and SOLV (Jan 17), offering early investment opportunities in emerging projects.

Key Developments: New Solana proposal aims to fix scalability issues with ‘lattice’ system; Starknet releases SN Stack for appchain development.

Special note: Top Programmable Cryptography Projects by fundraising.


Look for the full version on our Substack 👉


📱 X (Twitter) | 📱 Telegram | 🔖Substack
Please open Telegram to view this post
VIEW IN TELEGRAM
6👍5❤‍🔥2👌2
This week, the Bitcoin balance on CEXs dropped to 2.4 million BTC, nearing a seven-year low.

Institutional investors, including hedge funds, are driving this trend by buying Bitcoin during price dips.
10👍4👌2
Top bridges by fees accumulated over the past month:

• Across: $1.2M
• deBridge: $601.3K
• Allbridge Core: $267.4K
• Hop Protocol: $188.4K
• Synapse: $65.7K
👍9
Token mindshare data ahead of TGE, as reported by Kaito AI.
🔥6👍1
Last week, Binance's bnSOL recorded the highest-ever weekly LST inflow in Solana's history, adding 1,318,241 bnSOL to its supply – equivalent to approximately $248 million.
👍7
The upcoming token sales and IDOs in Q1 2025.
👍5
Hundreds of thousands of wallets are active in the Virtuals ecosystem, but many hold only minimal balances.

For example, 90% of $LUNA wallets, 88% of $GAME wallets, and 86% of $SEKOIA wallets contain less than $1.
👍12🤯2
Speculation around the approval of an XRP ETF pushed the cryptocurrency to a new ATH, its first since 2018.
👍10
In Q4 2024, the top 10 CEXs reached $6.5 trillion in spot trading volume, marking a 111.7% QoQ increase.

This was the first time quarterly trading volumes exceeded $6 trillion, with total 2024 volumes reaching $17.4 trillion, compared to $7.2 trillion in 2023.
🔥9