Activity on Starknet has surged in November: transaction fees increased 10 times compared to the beginning of the month.
Stacy in Dataland (´⊙ω⊙`)
@muur_posts
Stacy Muur’s alpha channel.
𝕏: https://x.com/stacy_muur
Chat: @muur_talks
Stacy in Dataland (´⊙ω⊙`) (English)
Are you a fan of all things data-related? Do you enjoy exploring the fascinating world of data analysis and interpretation? If so, you're in luck! Welcome to Stacy in Dataland, the ultimate destination for data enthusiasts like yourself. Led by the brilliant Stacy Muur, this channel is your gateway to all things data. Whether you're a seasoned data analyst or just starting out in the field, Stacy in Dataland has something for everyone. From tips and tricks for mastering complex data sets to industry insights and trends, this channel covers it all. But who is Stacy Muur, you ask? Stacy Muur is a data aficionado with years of experience in the field. With a passion for unraveling the mysteries hidden within data, Stacy is dedicated to sharing her knowledge and expertise with fellow data enthusiasts. So, what can you expect from this channel? Stacy in Dataland offers a unique blend of informative posts, engaging discussions, and exclusive content that you won't find anywhere else. With Stacy at the helm, you can rest assured that you're in good hands when it comes to navigating the intricate world of data. Ready to dive into the exciting world of data analysis? Join Stacy in Dataland today and start your journey towards becoming a data master! Don't miss out on the opportunity to connect with like-minded individuals and expand your knowledge of all things data. 𝕏: https://x.com/stacy_muur Chat: @muur_talks
Stacy in Dataland (´⊙ω⊙`)
20 Nov, 15:51
It's time to read new research! 🔍
General
➖ Crypto.com: Research Roundup Newsletter [October2024]
➖ Galaxy: New Policies, Possibilities, and Paths for Crypto
Market
➖ Coinbase: Weekly: Bitcoin’s Big Rally
➖ Glassnode: Fasanara Digital + Glassnode Report: Institutional Perspectives on Digital Assets
Blockchains & networks
➖ 4pillars: Preconfirmation (feat. Taiko): Make Ethereum Fast for the First Time!
➖ 4pillars: The Reason Why Chromia Adopted a Different Database
➖ 4pillars: Launch a Project and Get Connected - Recent Strategy of LayerZero
➖ CoinGecko: Solana & Base Lead Interest in Chain-Specific Narratives in 2024
➖ Galaxy: Bitcoin L2s
Tokens & currencies
➖ Cointelegraph: Wrapped Bitcoin in DeFi: Evaluating wBTC, cbBTC and tBTC
General
➖ Crypto.com: Research Roundup Newsletter [October2024]
➖ Galaxy: New Policies, Possibilities, and Paths for Crypto
Market
➖ Coinbase: Weekly: Bitcoin’s Big Rally
➖ Glassnode: Fasanara Digital + Glassnode Report: Institutional Perspectives on Digital Assets
Blockchains & networks
➖ 4pillars: Preconfirmation (feat. Taiko): Make Ethereum Fast for the First Time!
➖ 4pillars: The Reason Why Chromia Adopted a Different Database
➖ 4pillars: Launch a Project and Get Connected - Recent Strategy of LayerZero
➖ CoinGecko: Solana & Base Lead Interest in Chain-Specific Narratives in 2024
➖ Galaxy: Bitcoin L2s
Tokens & currencies
➖ Cointelegraph: Wrapped Bitcoin in DeFi: Evaluating wBTC, cbBTC and tBTC
Stacy in Dataland (´⊙ω⊙`)
20 Nov, 14:28
Did some research on $MNT to share with you my Mantle thesis.
Tbh, Mantle is one of my favorite L2s which pretty much differs from any other L2 you know.
If interested, make sure to read my deep dive.
Tbh, Mantle is one of my favorite L2s which pretty much differs from any other L2 you know.
If interested, make sure to read my deep dive.
Stacy in Dataland (´⊙ω⊙`)
20 Nov, 13:01
Here’s a collection of excellent Telegram channels covering a diverse range of Web3 topics, from trading to research.
I'm confident you'll find channels that deliver precisely the type of alpha you're looking for.
Be sure to follow ↓
📱 Web3 Telegrams
I'm confident you'll find channels that deliver precisely the type of alpha you're looking for.
Be sure to follow ↓
Stacy in Dataland (´⊙ω⊙`)
20 Nov, 11:46
THE DAILY WEB3 GOLDMINE 👀
• Must-read threads from CT
• Key data insights
• Cutting-edge research articles
▫️▫️▫️▫️▫️
Why US spot Bitcoin options launch is such a big deal. Link.
Key insight: Bitcoin-ETF options open the door to the largest and deepest liquidity pools on the planet, allowing large market makers, institutional capital and retail investors to participate at scale.
Author: CoinTelegraph
▫️▫️▫️▫️▫️
The Trump Bitcoin rally is slowing. Here’s what three experts say will drive the price next. Link.
Key insight: Analysts shift focus from Trump to the Fed after Bitcoin price hike. It may have to wait until the new year for new momentum.
Author: Liam Kelly | DL News
▫️▫️▫️▫️▫️
Fed funds rate predicts unemployment by 1.5 years. Link.
Key insight: If we shift forward the interest rate hikes by about 18 months, they've typically been a reliable predictor of rising unemployment.
Author: Bravos Research
▫️▫️▫️▫️▫️
Are memecoins truly a springboard for gains this bull run? Link.
Best for: Everyone who now feels FOMO on memecoins.
Author: Stacy Muur
▫️▫️▫️▫️▫️
Token incentives through the lens of stock-based compensation. Link.
Key insight: All chains have expenses, and in many cases they exceed earnings by many times. In this realm, the data for Ethereum is not that bad.
Author: Michael Nadeau | The DeFi Report
▫️▫️▫️▫️▫️
AI Agents: Research & Applications. Link.
Focus area: A structured overview of AI agents and their architectural foundations, focusing on components such as memory, perception, reasoning, and planning.
Author: Accelxr
▫️▫️▫️▫️▫️
DeMystifying MEV in Sui. Link.
Focus area: This article attempts to understand how transactions are executed on Sui and how its MEV landscape is shaping up.
Author: Muhammad Yusuf
▫️▫️▫️▫️▫️
Hyperliquid readies for TGE. Link.
Focus area: Impressive project performance and the team's plans for the future.
Author: tempest
▫️▫️▫️▫️▫️
Winning in crypto: It’s all about attention. Link.
Key insight: Being first is an advantage, but it’s not everything. Execution, narrative, and timing are what truly make the difference.
Author: milian
▫️▫️▫️▫️▫️
Why surging Memecoins are on the verge of a ‘supercycle’. Link.
Best for: Those who don't understand why memcoins can be of interest even to institutional investors.
Author: Osato Avan-Nomayo
▫️▫️▫️▫️▫️
Pump Science combines DeSci with Memecoins. Link.
TL;DR: The platform allows users to launch and test “longevity experiments” of drugs and chemical compounds, which creates new fundraising mechanisms for drug developers.
Author: Squiffs
▫️▫️▫️▫️▫️
Microsoft and Atom Computing will launch a commercial quantum computer in 2025. Link.
Focus area: Current state of affairs in quantum computing that potentially threaten the crypto industry.
Author: Frederic Lardinois | TechCrunch
📱 X (Twitter) | 📱 Telegram | 🔖 Substack
• Must-read threads from CT
• Key data insights
• Cutting-edge research articles
▫️▫️▫️▫️▫️
Why US spot Bitcoin options launch is such a big deal. Link.
Key insight: Bitcoin-ETF options open the door to the largest and deepest liquidity pools on the planet, allowing large market makers, institutional capital and retail investors to participate at scale.
Author: CoinTelegraph
▫️▫️▫️▫️▫️
The Trump Bitcoin rally is slowing. Here’s what three experts say will drive the price next. Link.
Key insight: Analysts shift focus from Trump to the Fed after Bitcoin price hike. It may have to wait until the new year for new momentum.
Author: Liam Kelly | DL News
▫️▫️▫️▫️▫️
Fed funds rate predicts unemployment by 1.5 years. Link.
Key insight: If we shift forward the interest rate hikes by about 18 months, they've typically been a reliable predictor of rising unemployment.
Author: Bravos Research
▫️▫️▫️▫️▫️
Are memecoins truly a springboard for gains this bull run? Link.
Best for: Everyone who now feels FOMO on memecoins.
Author: Stacy Muur
▫️▫️▫️▫️▫️
Token incentives through the lens of stock-based compensation. Link.
Key insight: All chains have expenses, and in many cases they exceed earnings by many times. In this realm, the data for Ethereum is not that bad.
Author: Michael Nadeau | The DeFi Report
▫️▫️▫️▫️▫️
AI Agents: Research & Applications. Link.
Focus area: A structured overview of AI agents and their architectural foundations, focusing on components such as memory, perception, reasoning, and planning.
Author: Accelxr
▫️▫️▫️▫️▫️
DeMystifying MEV in Sui. Link.
Focus area: This article attempts to understand how transactions are executed on Sui and how its MEV landscape is shaping up.
Author: Muhammad Yusuf
▫️▫️▫️▫️▫️
Hyperliquid readies for TGE. Link.
Focus area: Impressive project performance and the team's plans for the future.
Author: tempest
▫️▫️▫️▫️▫️
Winning in crypto: It’s all about attention. Link.
Key insight: Being first is an advantage, but it’s not everything. Execution, narrative, and timing are what truly make the difference.
Author: milian
▫️▫️▫️▫️▫️
Why surging Memecoins are on the verge of a ‘supercycle’. Link.
Best for: Those who don't understand why memcoins can be of interest even to institutional investors.
Author: Osato Avan-Nomayo
▫️▫️▫️▫️▫️
Pump Science combines DeSci with Memecoins. Link.
TL;DR: The platform allows users to launch and test “longevity experiments” of drugs and chemical compounds, which creates new fundraising mechanisms for drug developers.
Author: Squiffs
▫️▫️▫️▫️▫️
Microsoft and Atom Computing will launch a commercial quantum computer in 2025. Link.
Focus area: Current state of affairs in quantum computing that potentially threaten the crypto industry.
Author: Frederic Lardinois | TechCrunch
Stacy in Dataland (´⊙ω⊙`)
20 Nov, 09:18
The number of users interacting with OpenChat daily continues to grow rapidly.
As of November 2024, over 14k users are using the platform.
As of November 2024, over 14k users are using the platform.
Stacy in Dataland (´⊙ω⊙`)
20 Nov, 07:02
Top early-stage crypto investments from last week:
▪️ Heurist: A decentralized AI-as-a-Service cloud, pooling compute resources from GPUs and data centers.
▪️ Tranched: An on-chain lending platform that helps the real economy access financing transparently, without the need for intermediaries.
▪️ Eidon: A decentralized AI network where human-AI agents collaborate to capture real-world data, training the next generation of multimodal AI models.
▪️ Akave: A decentralized L2 cloud storage solution leveraging Filecoin for cost-effective, immutable, and secure data storage.
▪️ Brevis: A ZK coprocessor or computation network designed to improve blockchain scalability using ZK proofs.
Have you noticed how many new AI & DePIN projects are among them?
▪️ Heurist: A decentralized AI-as-a-Service cloud, pooling compute resources from GPUs and data centers.
▪️ Tranched: An on-chain lending platform that helps the real economy access financing transparently, without the need for intermediaries.
▪️ Eidon: A decentralized AI network where human-AI agents collaborate to capture real-world data, training the next generation of multimodal AI models.
▪️ Akave: A decentralized L2 cloud storage solution leveraging Filecoin for cost-effective, immutable, and secure data storage.
▪️ Brevis: A ZK coprocessor or computation network designed to improve blockchain scalability using ZK proofs.
Have you noticed how many new AI & DePIN projects are among them?
Stacy in Dataland (´⊙ω⊙`)
19 Nov, 15:37
CoinShares shared a fresh report on financial flows in the crypto market for the past week:
– Inflows into digital assets reached $2.2B, bringing the year-to-date total to a record $33.5B.
– The first half of the week saw significant inflows of $3B, despite Bitcoin's price declining from its new all-time high.
– Bitcoin recorded inflows of $1.48B, $49M of which went into short positions. Meanwhile, Ethereum saw inflows totaling $646M.
The full report is available here.
– Inflows into digital assets reached $2.2B, bringing the year-to-date total to a record $33.5B.
– The first half of the week saw significant inflows of $3B, despite Bitcoin's price declining from its new all-time high.
– Bitcoin recorded inflows of $1.48B, $49M of which went into short positions. Meanwhile, Ethereum saw inflows totaling $646M.
The full report is available here.
Stacy in Dataland (´⊙ω⊙`)
19 Nov, 10:40
Are memecoins truly a springboard for gains this bull run?
• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis
In-depth research ↓
Read on Substack
• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis
In-depth research ↓
Read on Substack
Stacy in Dataland (´⊙ω⊙`)
19 Nov, 09:42
The on-chain realized price bands of Bitcoin shows that it could soon reach $100K.
The last time a similar indicator was observed was in March 2024, when BTC's price exceeded $70K for the first time in a long while.
The last time a similar indicator was observed was in March 2024, when BTC's price exceeded $70K for the first time in a long while.
Stacy in Dataland (´⊙ω⊙`)
19 Nov, 06:19
Solana's weekly DEX volumes have surged past the previous record, hitting over $45B in trades.
The rise is largely driven by PumpFun tokens, with daily mints nearly 10x higher since September and the graduation rate climbing above 2%.
The rise is largely driven by PumpFun tokens, with daily mints nearly 10x higher since September and the graduation rate climbing above 2%.
Stacy in Dataland (´⊙ω⊙`)
18 Nov, 17:01
Btw, memecoins now account for 57% of volume on Solana and 46% on BNB Chain.
That’s a lot.
On Base, it’s just 25% volume-wise but by percentage of it’s almost 70%.
PS: I’m now writing a big research on memecoins, hopefully will release it on Wednesday.
That’s a lot.
On Base, it’s just 25% volume-wise but by percentage of it’s almost 70%.
PS: I’m now writing a big research on memecoins, hopefully will release it on Wednesday.
Stacy in Dataland (´⊙ω⊙`)
18 Nov, 11:55
I’m now doing some big research on AI / Crypto protocols and most capture AI as a buzzword.
Here’s an interesting protocol that is new to my watchlist, with an ongoing campaign distributing 100K $ZK in rewards.
Have a look!
Here’s an interesting protocol that is new to my watchlist, with an ongoing campaign distributing 100K $ZK in rewards.
Have a look!
Stacy in Dataland (´⊙ω⊙`)
18 Nov, 08:03
According to Nansen, 12% of all altcoins listed on CoinGecko are currently bullish, with a 30-day moving average trending above the 360-day.
Most other altcoins are either moving sideways or hitting key support levels, making this an opportune time to accumulate favored projects.
Altseason kicks off when these lines start curving upward, as seen in January and October 2023.
Most other altcoins are either moving sideways or hitting key support levels, making this an opportune time to accumulate favored projects.
Altseason kicks off when these lines start curving upward, as seen in January and October 2023.
Stacy in Dataland (´⊙ω⊙`)
17 Nov, 15:12
Meme coins have become one of the fastest-growing categories in the cryptocurrency market over the past month.
> Their total market capitalization has surpassed $120 billion, exceeding that of CEX coins, DeFi tokens, and AI tokens.
> Meanwhile, AI-themed meme coins have risen to the second place in terms of growth and capitalization, reaching over $3.7 billion in market cap in the past month.
The meme rally may continue as long as investor sentiment remains positive towards Bitcoin.
> Their total market capitalization has surpassed $120 billion, exceeding that of CEX coins, DeFi tokens, and AI tokens.
> Meanwhile, AI-themed meme coins have risen to the second place in terms of growth and capitalization, reaching over $3.7 billion in market cap in the past month.
The meme rally may continue as long as investor sentiment remains positive towards Bitcoin.
Stacy in Dataland (´⊙ω⊙`)
17 Nov, 11:54
I feel that my entire timeline is now positioning memecoins as the only viable strategy this cycle.
My strong recommendation: Stay rational.
If you've never traded memecoins, don't suddenly reallocate 90% of your portfolio to random memes.
You'll be competing against those who've honed their skills during the bear market. They are far more experienced than you.
It's fine to start learning and allocate a small percentage of your portfolio to high-risk trades to identify the skills you lack and areas for improvement.
Remember, you're a noob.
Be prepared to lose everything.
Pursue skills, not profits.
Even if you get rekt, you gain knowledge.
Stay rational.
PS: I recommend reading an article I posted a few weeks ago about six insights to help you succeed in Web3.
These insights are crucial, especially now during this turbulent bull market with numerous lucrative opportunities.
Add to your read list.
My strong recommendation: Stay rational.
If you've never traded memecoins, don't suddenly reallocate 90% of your portfolio to random memes.
You'll be competing against those who've honed their skills during the bear market. They are far more experienced than you.
It's fine to start learning and allocate a small percentage of your portfolio to high-risk trades to identify the skills you lack and areas for improvement.
Remember, you're a noob.
Be prepared to lose everything.
Pursue skills, not profits.
Even if you get rekt, you gain knowledge.
Stay rational.
PS: I recommend reading an article I posted a few weeks ago about six insights to help you succeed in Web3.
These insights are crucial, especially now during this turbulent bull market with numerous lucrative opportunities.
Add to your read list.
Stacy in Dataland (´⊙ω⊙`)
17 Nov, 10:06
Check out the latest report from OurNetwork on the current state of liquid staking.
Btw, the narrative remains top in DeFi: as I write this post, the TVL for liquid staking hits $58.3B!
Btw, the narrative remains top in DeFi: as I write this post, the TVL for liquid staking hits $58.3B!
Stacy in Dataland (´⊙ω⊙`)
16 Nov, 16:36
Blockworks Research shows Base significantly outpacing several L2s:
• Nearly 3x the transactions of Arbitrum and 7x those on OP Mainnet.
• Transaction fee revenue is over 3x higher than on Arbitrum and Optimism.
• Nearly 3x the transactions of Arbitrum and 7x those on OP Mainnet.
• Transaction fee revenue is over 3x higher than on Arbitrum and Optimism.
Stacy in Dataland (´⊙ω⊙`)
16 Nov, 13:37
You might not realize the massive lead Solana has over other L1s in on-chain action.
Solana has 3x the daily active users and processing 5x the transactions than ANY other L1.
Solana has 3x the daily active users and processing 5x the transactions than ANY other L1.
Stacy in Dataland (´⊙ω⊙`)
16 Nov, 11:13
The performance of Ethereum and its L2 tokens since the start of the month ↓
• $MNT +20.8% | Peak +38%
• $ETH +17.8% | Peak +27%
• $STRK +15% | Peak +40%
• $ARB +12% | Peak +20%
• $ZK +3% | Peak +12%
• $OP -6.7% | Peak +5%
It's hard to say what you need to do as a token in top-150 CMC to have below 10% growth since the start of the bull.
• $MNT +20.8% | Peak +38%
• $ETH +17.8% | Peak +27%
• $STRK +15% | Peak +40%
• $ARB +12% | Peak +20%
• $ZK +3% | Peak +12%
• $OP -6.7% | Peak +5%
It's hard to say what you need to do as a token in top-150 CMC to have below 10% growth since the start of the bull.
Stacy in Dataland (´⊙ω⊙`)
10 Nov, 14:42
Cardano is making waves as it surges over 25% in the past three days, potentially drawing in retail interest.
This growth has been eagerly anticipated by the ADA community after a lengthy wait.
This growth has been eagerly anticipated by the ADA community after a lengthy wait.
Stacy in Dataland (´⊙ω⊙`)
10 Nov, 11:10
Crafted a strategy that leverages Infinit, Ethena, and mETH
• USDT + USDe → 52%-102% APR
• USDT + USDe + mETH + cmETH → 66% – 114% APY
Here’s the guide
• USDT + USDe → 52%-102% APR
• USDT + USDe + mETH + cmETH → 66% – 114% APY
Here’s the guide
Stacy in Dataland (´⊙ω⊙`)
10 Nov, 08:53
Over the past six months, DeFi ecosystems on the Sui blockchain have grown, attracting significant TVL.
Notably, Deepbook on Sui launched its DEEP token, while Aptos TVL reached $911 million ahead of USDT’s release on the network. The increasing TVL highlights the popularity of these blockchains among DeFi protocols and suggests potential investor interest, especially with the anticipated growth in stablecoin usage.
Notably, Deepbook on Sui launched its DEEP token, while Aptos TVL reached $911 million ahead of USDT’s release on the network. The increasing TVL highlights the popularity of these blockchains among DeFi protocols and suggests potential investor interest, especially with the anticipated growth in stablecoin usage.
Stacy in Dataland (´⊙ω⊙`)
09 Nov, 16:21
Solana network validators earned $445 million in October, highlighting the significance of the Solana ecosystem and its continued high network usage.
This performance could attract attention to Solana, increasing the value and popularity of its native tokens.
This performance could attract attention to Solana, increasing the value and popularity of its native tokens.
Stacy in Dataland (´⊙ω⊙`)
09 Nov, 12:46
Following the U.S. elections in November 2024, Binance and Coinbase exchanges saw a substantial inflow of approximately $9.3 billion worth of ERC-20 stablecoins.
Historically, large inflows of stablecoins to crypto exchanges, such as those seen between September 2020 and February 2021, have coincided with bullish rallies in the market. This trend might repeat if the market sustains its support.
Historically, large inflows of stablecoins to crypto exchanges, such as those seen between September 2020 and February 2021, have coincided with bullish rallies in the market. This trend might repeat if the market sustains its support.
Stacy in Dataland (´⊙ω⊙`)
09 Nov, 09:13
10 Demons of Web3 ↓
1️⃣ Low circulating supply & high FDV
2️⃣ High inflation tokens
3️⃣ Endless Galxe, Zealy, and points campaigns
4️⃣ Unfair airdrop distribution
5️⃣ Wash trading and market manipulation
6️⃣ Fake activity numbers
7️⃣ Insider token vesting of less than 1 year (team, VCs, advisors)
8️⃣ Founders blaming the community
9️⃣ Engagement farming and 1,000x threads
🔟 Undisclosed KOL rounds
Anything else?
1️⃣ Low circulating supply & high FDV
2️⃣ High inflation tokens
3️⃣ Endless Galxe, Zealy, and points campaigns
4️⃣ Unfair airdrop distribution
5️⃣ Wash trading and market manipulation
6️⃣ Fake activity numbers
7️⃣ Insider token vesting of less than 1 year (team, VCs, advisors)
8️⃣ Founders blaming the community
9️⃣ Engagement farming and 1,000x threads
🔟 Undisclosed KOL rounds
Anything else?
Stacy in Dataland (´⊙ω⊙`)
08 Nov, 18:03
The last token sale on CoinList – the best launchpad by ROI numbers – was in July.
Now, they are back to the game with a node sale opportunity from 0G.
Here's how you join the sale with a 5% discount ↓
Key narratives for 0G: AI + infrastructure.
Node sale: You get an 0G Node NFTs that contain node licenses and enable the owner to operate an AI alignment node and earn token emissions for securing the network.
To participate: coinlist.co/0g-node-sale
Discount code: STACYMUUR
PS: Please DYOR before investing. NFA.
Now, they are back to the game with a node sale opportunity from 0G.
Here's how you join the sale with a 5% discount ↓
Key narratives for 0G: AI + infrastructure.
Node sale: You get an 0G Node NFTs that contain node licenses and enable the owner to operate an AI alignment node and earn token emissions for securing the network.
To participate: coinlist.co/0g-node-sale
Discount code: STACYMUUR
PS: Please DYOR before investing. NFA.
Stacy in Dataland (´⊙ω⊙`)
08 Nov, 16:02
Over the last 30 days, decentralized AI and meme coins have shown the highest relative strength.
In contrast, Web3 Gaming, DePIN, and RWA remain the least popular by this metric.
In contrast, Web3 Gaming, DePIN, and RWA remain the least popular by this metric.
Stacy in Dataland (´⊙ω⊙`)
08 Nov, 13:16
The Raydium DEX token, $RAY, continues its rapid growth, with a 117.3% price increase over the past month, now approaching $4.
This surge is fueled not only by positive market sentiment but also by Raydium's popularity for meme coin trading. However, traders should stay cautious and always DYOR.
This surge is fueled not only by positive market sentiment but also by Raydium's popularity for meme coin trading. However, traders should stay cautious and always DYOR.
Stacy in Dataland (´⊙ω⊙`)
08 Nov, 10:24
Grass Network conducted one of the biggest airdrops ever, distributing $GRASS to 2.8 million wallets.
Unlike many other tokens that recently had an airdrop, this one shows an unusual growth trend rather than a typical decline seen in overhyped projects. This may be due to its well-positioning in the AI and DePIN sectors, as well as the network's performance, which motivates users to engage with it long-term.
Unlike many other tokens that recently had an airdrop, this one shows an unusual growth trend rather than a typical decline seen in overhyped projects. This may be due to its well-positioning in the AI and DePIN sectors, as well as the network's performance, which motivates users to engage with it long-term.
Stacy in Dataland (´⊙ω⊙`)
08 Nov, 08:36
L2BEAT has launched its own platform for exploring Data Availability layers – DABEAT.
Currently, the platform provides data on Celestia, NearDA, EigenDA, Avail, Meeda, and other layers. Users can track risk analysis, layer architecture, and entities of DAC members.
Check it out here!
Currently, the platform provides data on Celestia, NearDA, EigenDA, Avail, Meeda, and other layers. Users can track risk analysis, layer architecture, and entities of DAC members.
Check it out here!
Stacy in Dataland (´⊙ω⊙`)
07 Nov, 19:10
If you’re closely exploring the BitcoinFi landscape, here’s an amazing thread from Emperor Osmo on BOB, explaining its unique product offering.
A very good read, imo.
Sad to see good threads getting less engagement than clickbait content.
A very good read, imo.
Sad to see good threads getting less engagement than clickbait content.
Stacy in Dataland (´⊙ω⊙`)
07 Nov, 16:25
Sharing my Web3 research framework:
USP data → Metrics → Tokenomics → Runway → Clout rate → Future catalysts
All factors to pay attention to & template ↓
USP data → Metrics → Tokenomics → Runway → Clout rate → Future catalysts
All factors to pay attention to & template ↓
Stacy in Dataland (´⊙ω⊙`)
07 Nov, 14:29
In 2024, Ethereum generated $2.06 billion in revenue but paid out $2.65 billion in new ETH to stakers, averaging $1.28 spent per $1 earned.
Solana's expense per dollar of revenue was even higher, at $7.62, with the majority of fees generated this year.
Solana's expense per dollar of revenue was even higher, at $7.62, with the majority of fees generated this year.
Stacy in Dataland (´⊙ω⊙`)
07 Nov, 11:02
Animoca led venture activity in October with 9 deals, followed by CMS and Hack VC.
While historically focused on gaming, Animoca broadened its investments this month to include DeFi, AI, and DePIN.
While historically focused on gaming, Animoca broadened its investments this month to include DeFi, AI, and DePIN.
Stacy in Dataland (´⊙ω⊙`)
07 Nov, 09:34
What time is it now? The perfect time to read a new research report! ✨
General
➖ 4pillars: Wallet For Modern Crypto Apps
➖ CoinShares: Digital Asset Fund Manager Survey – October 2024
➖ Coinbase: Weekly: US Elections + Fed
➖ Galaxy: Ethereum All Core Developers Consensus Call #145 Writeup
➖ Galaxy: Weekly Top Stories – 11/1
➖ Galaxy: Backing OpenOrigins to Restore Trust in Digital Content
➖ Memento Research: Navigating The AI Landscape: Chromia’s Data-Centric Strategy
Market
➖ Binance: Understanding the Rise of Memecoins
➖ Galaxy: Bitcoin’s Surge and Election Jitters
DeFi
➖ Crypto.com: Crypto Derivatives Trading – Technical Analysis in Perpetuals and CFDs
Blockchains & networks
➖ Crypto.com: Solana Staking
➖ Cointelegraph: Polkadot's Revolutionary Journey: 2024 Report
GameFi & NFTs
➖ CoinGecko: CryptoPunks & BAYC Still Lead With Over 40% NFT Dominance
➖ Footprint: October 2024 Web3 Game Report: Record Users Meet Traditional Players
General
➖ 4pillars: Wallet For Modern Crypto Apps
➖ CoinShares: Digital Asset Fund Manager Survey – October 2024
➖ Coinbase: Weekly: US Elections + Fed
➖ Galaxy: Ethereum All Core Developers Consensus Call #145 Writeup
➖ Galaxy: Weekly Top Stories – 11/1
➖ Galaxy: Backing OpenOrigins to Restore Trust in Digital Content
➖ Memento Research: Navigating The AI Landscape: Chromia’s Data-Centric Strategy
Market
➖ Binance: Understanding the Rise of Memecoins
➖ Galaxy: Bitcoin’s Surge and Election Jitters
DeFi
➖ Crypto.com: Crypto Derivatives Trading – Technical Analysis in Perpetuals and CFDs
Blockchains & networks
➖ Crypto.com: Solana Staking
➖ Cointelegraph: Polkadot's Revolutionary Journey: 2024 Report
GameFi & NFTs
➖ CoinGecko: CryptoPunks & BAYC Still Lead With Over 40% NFT Dominance
➖ Footprint: October 2024 Web3 Game Report: Record Users Meet Traditional Players
Stacy in Dataland (´⊙ω⊙`)
07 Nov, 07:37
In October, Moonwell saw strong growth, generating $800K in fees across Base and Optimism.
In just the past week, it led Base with $185K in fees, topping all lending apps on the network.
In just the past week, it led Base with $185K in fees, topping all lending apps on the network.
Stacy in Dataland (´⊙ω⊙`)
06 Nov, 14:52
Ethereum L2s are scaling rapidly, with monthly transaction fees dropping nearly 90% since Q1 2024, while transaction volumes have tripled.
Stacy in Dataland (´⊙ω⊙`)
06 Nov, 10:38
Liquidity for the top 5 LRTs has dropped by about 60% in dollar terms since June, though Kelp DAO’s rsETH saw a notable 55% ETH-based increase.
Currently, paired liquidity for these assets totals around $143 million on DEXs.
Currently, paired liquidity for these assets totals around $143 million on DEXs.
Stacy in Dataland (´⊙ω⊙`)
06 Nov, 07:14
TON has gained popularity due to its impressive price growth, outpacing Bitcoin by 125% year-to-date, alongside the launch of numerous meme coins and gaming projects.
However, recent data shows that TON’s top transactions are in USDT, indicating substantial utility beyond speculative projects.
However, recent data shows that TON’s top transactions are in USDT, indicating substantial utility beyond speculative projects.
Stacy in Dataland (´⊙ω⊙`)
05 Nov, 15:02
Crypto investment products saw net inflows of $2.18 billion last week, pushing the year-to-date total to $29.2 billion, per CoinShares.
Head of research James Butterfill noted the inflows were sparked by "election euphoria" over a potential Republican victory.
Head of research James Butterfill noted the inflows were sparked by "election euphoria" over a potential Republican victory.
Stacy in Dataland (´⊙ω⊙`)
05 Nov, 11:58
This metaphor perfectly illustrates how misleading FOMO can be.
Here's a chart from Flipside, showing addresses holding election-related memecoins.
At first glance, everything seems logical until you closely examine the numbers.
Despite all the buzz, the cumulative holder count is just 12K (and realistically, it's lower since most memecoin traders hold several memecoins). The number of traders? 17.5K—an all-time high on November 4th.
You might think memecoins are huge.
But in reality, Polymarket alone has 48.5K daily users.
Here's a chart from Flipside, showing addresses holding election-related memecoins.
At first glance, everything seems logical until you closely examine the numbers.
Despite all the buzz, the cumulative holder count is just 12K (and realistically, it's lower since most memecoin traders hold several memecoins). The number of traders? 17.5K—an all-time high on November 4th.
You might think memecoins are huge.
But in reality, Polymarket alone has 48.5K daily users.
Stacy in Dataland (´⊙ω⊙`)
05 Nov, 10:44
The Graph continues to drive web3 dApps with its vital data infrastructure, recording a significant rise in decentralized network usage.
In Q3, query volume reached 5.3 billion, a 79% jump from the previous quarter, as adoption accelerates across the ecosystem.
In Q3, query volume reached 5.3 billion, a 79% jump from the previous quarter, as adoption accelerates across the ecosystem.
Stacy in Dataland (´⊙ω⊙`)
05 Nov, 07:53
Sei is now among the top 5 L1s on Flipside’s Social Score, ranking alongside Solana, Ethereum, Avalanche, and Monad.
Stacy in Dataland (´⊙ω⊙`)
04 Nov, 19:32
Polymarket's visibility has hit an ATH this week, driven by the anticipation around the upcoming November 5th elections.
The platform could experience its largest surge starting tomorrow 👀
The platform could experience its largest surge starting tomorrow 👀
Stacy in Dataland (´⊙ω⊙`)
04 Nov, 16:51
Mining difficulty and hashrate have hit record levels, pushing miners to invest in even more computational power and driving up costs.
With Bitcoin’s value rising, competition has grown fierce, adding pressure on miners, who may soon rely heavily on transaction fees to sustain operations.
With Bitcoin’s value rising, competition has grown fierce, adding pressure on miners, who may soon rely heavily on transaction fees to sustain operations.
Stacy in Dataland (´⊙ω⊙`)
03 Nov, 14:53
Despite the buzz around Ethereum, many assumptions are not always well-founded.
A closer look at the data reveals that Solana generated just 41% of Ethereum’s + L2 total network fees over the past 90 days, highlighting its solid growth.
A closer look at the data reveals that Solana generated just 41% of Ethereum’s + L2 total network fees over the past 90 days, highlighting its solid growth.
Stacy in Dataland (´⊙ω⊙`)
03 Nov, 10:13
Your perception of the market often differs significantly from reality.
$TON has more holders than $POL.
$CELO has more holders than $DOT.
$WLD has more holders than $CAKE.
$DEGEN has more holders than $LINK.
$BAT has more holders than $UNI.
Wow.
$TON has more holders than $POL.
$CELO has more holders than $DOT.
$WLD has more holders than $CAKE.
$DEGEN has more holders than $LINK.
$BAT has more holders than $UNI.
Wow.
Stacy in Dataland (´⊙ω⊙`)
03 Nov, 09:22
The number of addresses holding more than 1 $BTC stands at 1,013,120, down from 1,024,437 at the beginning of the year.
Stacy in Dataland (´⊙ω⊙`)
02 Nov, 13:43
TRON's share in alt-chain transactions has risen to 43%, signaling a resurgence in its popularity.
In October, TRON processed 230 million transactions, with a peak on October 24 reaching 10.46 million, 25% above the 30-day average. After a temporary dip in dominance, TRON is back as the leading alt-chain.
In October, TRON processed 230 million transactions, with a peak on October 24 reaching 10.46 million, 25% above the 30-day average. After a temporary dip in dominance, TRON is back as the leading alt-chain.
Stacy in Dataland (´⊙ω⊙`)
02 Nov, 09:02
Aave’s new Merit program, launched on October 24, boosted $cbBTC deposits by 2.7k BTC (~$200M) in a week, enabling a strategy to lend cbBTC -> borrow USDC -> lend USDC.
Recursively deposited USDC debt rose by 2%, making cbBTC the fourth-largest asset backing USDC borrowing. However, if a major USDC supplier exits, users may face temporary challenges unwinding these positions to repay loans.
Recursively deposited USDC debt rose by 2%, making cbBTC the fourth-largest asset backing USDC borrowing. However, if a major USDC supplier exits, users may face temporary challenges unwinding these positions to repay loans.
Stacy in Dataland (´⊙ω⊙`)
01 Nov, 15:32
After previously showing a "dead cross" post-ATH, the indicator now signals a golden cross as the 30DMA meets the 365DMA.
Transaction counts are nearly double compared to the 2021 cycle, a positive sign for market activity. However, if the 30DMA does not strongly surpass the 365DMA, there's a chance the trend may resemble the mid-2021 phase.
Transaction counts are nearly double compared to the 2021 cycle, a positive sign for market activity. However, if the 30DMA does not strongly surpass the 365DMA, there's a chance the trend may resemble the mid-2021 phase.
Stacy in Dataland (´⊙ω⊙`)
01 Nov, 12:47
Phase 1 Jito (re)staking caps now fully met across all three VRTs.
Renzo and Kyros reached their caps in less than six hours.
Renzo and Kyros reached their caps in less than six hours.
Stacy in Dataland (´⊙ω⊙`)
01 Nov, 10:04
6 unspoken guidelines for succeeding in Web3 ↓
I've turned 30 this week and recently realized I've spent 27% of my life in Web3.
Today, I want to share the key lessons from my journey that I wish I'd learned sooner.
Substack link.
I've turned 30 this week and recently realized I've spent 27% of my life in Web3.
Today, I want to share the key lessons from my journey that I wish I'd learned sooner.
Substack link.
Stacy in Dataland (´⊙ω⊙`)
01 Nov, 08:11
On October 29, US spot Bitcoin ETFs saw their third-highest net inflow day. Only March 12 and June 4 had larger inflows.
Stacy in Dataland (´⊙ω⊙`)
31 Oct, 15:48
With a $36 billion 30-day volume, Pyth Network’s pull-based Oracle model is proving effective for high-frequency needs like trading, outpacing Chainlink in transaction volume despite lower total value secured.
Stacy in Dataland (´⊙ω⊙`)
31 Oct, 11:13
Since January 2024, weekly trading volume on Uniswap’s Celo deployment has surged nearly 20 times.
Stacy in Dataland (´⊙ω⊙`)
31 Oct, 08:12
Despite the meme coin buzz, this segment represents less than 3% of the crypto market cap.
Institutions control around 80% of capital, likely benefiting stores of value like BTC and capital assets.
Institutions control around 80% of capital, likely benefiting stores of value like BTC and capital assets.
Stacy in Dataland (´⊙ω⊙`)
30 Oct, 17:51
Time to get some market insights 🔍
General
➖ Galaxy: Ethereum All Core Developers Execution Call #199 Writeup
➖ Galaxy: Weekly Top Stories - 10/25
Market
➖ CoinGecko: Only Three PoS Blockchains Offer Yields Above 10%
➖ CoinGecko: Inflation Rate Reports (CPI) Don't Significantly Affect BTC Price
➖ Coinbase: Weekly: Ways and Means
➖ Binance: Spot ETFs in Crypto Markets
Blockchains & networks
➖ 4pillars: Interoperability Research for Optimism Superchain
➖ Galaxy: Protocol Overview: Solana 2024
Tokens & currencies
➖ CoinShares: ETH’s Value Crisis Amid Scaling and Institutional Interest
GameFi & NFTs
➖ CoinMarketCap: The Evolution of Blockchain Gaming: A Deep Dive into Seraph
General
➖ Galaxy: Ethereum All Core Developers Execution Call #199 Writeup
➖ Galaxy: Weekly Top Stories - 10/25
Market
➖ CoinGecko: Only Three PoS Blockchains Offer Yields Above 10%
➖ CoinGecko: Inflation Rate Reports (CPI) Don't Significantly Affect BTC Price
➖ Coinbase: Weekly: Ways and Means
➖ Binance: Spot ETFs in Crypto Markets
Blockchains & networks
➖ 4pillars: Interoperability Research for Optimism Superchain
➖ Galaxy: Protocol Overview: Solana 2024
Tokens & currencies
➖ CoinShares: ETH’s Value Crisis Amid Scaling and Institutional Interest
GameFi & NFTs
➖ CoinMarketCap: The Evolution of Blockchain Gaming: A Deep Dive into Seraph
Stacy in Dataland (´⊙ω⊙`)
30 Oct, 15:43
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.
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.
Stacy in Dataland (´⊙ω⊙`)
30 Oct, 11:54
Layer2 networks are on pace to reach 10M weekly active addresses by year-end, signaling significant expansion.
Stacy in Dataland (´⊙ω⊙`)
30 Oct, 08:21
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.
JustLend trails behind with $4.6 billion.
Stacy in Dataland (´⊙ω⊙`)
29 Oct, 17:02
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.
Of $2.71 billion in LRTs now on lending markets, $2.61 billion sits on Aave alone.
Stacy in Dataland (´⊙ω⊙`)
29 Oct, 14:16
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.
Here’s everything you need to know about the impact of Nakamoto on the performance and efficiency of Stacks.
Stacy in Dataland (´⊙ω⊙`)
29 Oct, 13:24
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.
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.
Stacy in Dataland (´⊙ω⊙`)
29 Oct, 09:12
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.
MVRV readings above 2, however, suggest an overheated market, indicating a potential peak in ETH's price rally.
Stacy in Dataland (´⊙ω⊙`)
28 Oct, 18:37
Sui took the lead in monthly inflow this month, surpassing Base, Ethereum, Arbitrum, and Solana.
Stacy in Dataland (´⊙ω⊙`)
28 Oct, 16:16
With 768M issued in the first 6 months, USDT's growth on TON is the fastest of any stablecoin on any chain to-date.
Stacy in Dataland (´⊙ω⊙`)
28 Oct, 09:18
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.
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.
Stacy in Dataland (´⊙ω⊙`)
27 Oct, 16:18
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.
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.
Stacy in Dataland (´⊙ω⊙`)
27 Oct, 11:56
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.
4,314
subscribers
355
photos
5
videos
