Top revenue-generating DEXs over the last 30 days.
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⊙`)
25 Jan, 09:06
TBILL is gaining traction on Solana thanks to the adoption of Solayer's sUSD.
Stacy in Dataland (´⊙ω⊙`)
24 Jan, 16:44
In 2024, L1 and L2 blockchains earned over $6.89 billion from transaction fees.
Specifically, L1s recorded $6.60 billion in fees across 21 blockchains, while L2s generated $294.92 million across 12 blockchains.
Specifically, L1s recorded $6.60 billion in fees across 21 blockchains, while L2s generated $294.92 million across 12 blockchains.
Stacy in Dataland (´⊙ω⊙`)
24 Jan, 12:19
Currently, 80% of LINK holders are in profit, matching December's highs.
Stacy in Dataland (´⊙ω⊙`)
24 Jan, 07:27
Despite the popularity of the DeFi sector, insurance accounts for only about 1% of it.
Learn more about this sector in the Three Sigma report.
Learn more about this sector in the Three Sigma report.
Stacy in Dataland (´⊙ω⊙`)
23 Jan, 15:14
BNB Chain introduced the AI Agent Solution, enabling developers to create, scale, and monetize AI agents for Web3 apps.
The solution is powered by customizable Agent Kits such as ai16z Eliza, ShellAgent, TermiX, and REVOX Studio.
More details in their announcement.
The solution is powered by customizable Agent Kits such as ai16z Eliza, ShellAgent, TermiX, and REVOX Studio.
More details in their announcement.
Stacy in Dataland (´⊙ω⊙`)
23 Jan, 12:37
According to Nansen, the hype around Trump-related memecoins subsided, with AI reclaiming the top spot for smart money purchases.
Stacy in Dataland (´⊙ω⊙`)
23 Jan, 09:02
Job done!
You have my like => I’ve sent your info to Sahara AI.
Stay tuned✏️
You have my like => I’ve sent your info to Sahara AI.
Stay tuned
Stacy in Dataland (´⊙ω⊙`)
23 Jan, 08:21
Hyperliquid's 24-hour transaction volume surpassed $22 billion, marking a new ATH.
Stacy in Dataland (´⊙ω⊙`)
23 Jan, 06:38
Okie guys, I have 20 WLs for the second phase of Sahara AI’s closed beta testnet.
If interested, drop these two things in the commentaries below:
– EVM address
– Email
As usual, it’s a FCFS, I will share the list of first 20 people to drop their info with Sahara AI for whitelisting.
If interested, drop these two things in the commentaries below:
– EVM address
As usual, it’s a FCFS, I will share the list of first 20 people to drop their info with Sahara AI for whitelisting.
Stacy in Dataland (´⊙ω⊙`)
22 Jan, 16:38
As always, new research is ready for you! 💫
General
➖ Cryptorank: AI-agent Platforms: Comparative Analysis
➖ CoinShares: Digital Asset Bi-Weekly Digest - January 20th 2025
➖ Crypto.com: Performance Review for 2024 Highlighted Projects
➖ The Defiant: KPI Driven Rewards. The Meta after Airdrops
➖ Galaxy: Crypto & Blockchain Venture Capital – Q4 2024
➖ Galaxy: Ethereum All Core Developers Execution Call #203 Writeup
➖ Galaxy: Weekly Top Stories - 1/17
Market
➖ Crypto.com: Crypto Market Sizing Report 2024
➖ Coinbase: Weekly: Facing the Future
➖ SSRN: The $TRUMP Meme Coin: Genius, Greed, or Grift?
➖ Glassnode: Seeking Liquidity
➖ Galaxy: Bitcoin and Market Dynamics: Responding to the Latest CPI Inflation Report
DeFi
➖ Cointelegraph: Advancing IoT Connectivity with DePIN
Blockchains & networks
➖ 4pillars: Safe: Towards the Ownership Layer of Blockchain
➖ CoinHecko: Blockchains Earned Over $6.9B Transaction Fees in 2024
General
➖ Cryptorank: AI-agent Platforms: Comparative Analysis
➖ CoinShares: Digital Asset Bi-Weekly Digest - January 20th 2025
➖ Crypto.com: Performance Review for 2024 Highlighted Projects
➖ The Defiant: KPI Driven Rewards. The Meta after Airdrops
➖ Galaxy: Crypto & Blockchain Venture Capital – Q4 2024
➖ Galaxy: Ethereum All Core Developers Execution Call #203 Writeup
➖ Galaxy: Weekly Top Stories - 1/17
Market
➖ Crypto.com: Crypto Market Sizing Report 2024
➖ Coinbase: Weekly: Facing the Future
➖ SSRN: The $TRUMP Meme Coin: Genius, Greed, or Grift?
➖ Glassnode: Seeking Liquidity
➖ Galaxy: Bitcoin and Market Dynamics: Responding to the Latest CPI Inflation Report
DeFi
➖ Cointelegraph: Advancing IoT Connectivity with DePIN
Blockchains & networks
➖ 4pillars: Safe: Towards the Ownership Layer of Blockchain
➖ CoinHecko: Blockchains Earned Over $6.9B Transaction Fees in 2024
Stacy in Dataland (´⊙ω⊙`)
22 Jan, 15:03
Remember when I shared my list of great Telegram channels to follow?
I've added a few new names, so be sure to follow them all.
Enjoy learning something new every day! ❤️
VIEW CHANNEL🔗
I've added a few new names, so be sure to follow them all.
Enjoy learning something new every day! ❤️
VIEW CHANNEL
Stacy in Dataland (´⊙ω⊙`)
22 Jan, 11:52
The number of AI agents launched on Virtuals Protocol increased by an astounding 186,000% over the past three months.
Currently, the total number of agents on the platform exceeds 16,700.
Currently, the total number of agents on the platform exceeds 16,700.
Stacy in Dataland (´⊙ω⊙`)
22 Jan, 07:33
Ondo Finance, a prominent player in the RWA sector, witnessed a remarkable increase in activity over the weekend, with daily new addresses hitting a peak of 1,440 on Saturday.
Stacy in Dataland (´⊙ω⊙`)
21 Jan, 16:37
The BTC whale ratio on CEXs is reaching an all-time high. This may indicate preparations for major buying or selling activity.
Stacy in Dataland (´⊙ω⊙`)
21 Jan, 12:48
Solana is experiencing another rally fueled by the $TRUMP craze:
– On January 19, $SOL reached a new ATH of over $294.
– Trading volume on DEXs in January has already exceeded $158 billion, with the month not yet over (the previous record was $140 billion in 2021).
– Phantom is processing over 8 million requests per minute amid this activity.
– Google search trends also reflect Solana's surging popularity these days.
– On January 19, $SOL reached a new ATH of over $294.
– Trading volume on DEXs in January has already exceeded $158 billion, with the month not yet over (the previous record was $140 billion in 2021).
– Phantom is processing over 8 million requests per minute amid this activity.
– Google search trends also reflect Solana's surging popularity these days.
Stacy in Dataland (´⊙ω⊙`)
21 Jan, 08:02
Add reminder to your calendar — several projects are launching their token listings this week.
Stacy in Dataland (´⊙ω⊙`)
20 Jan, 15:58
In December, spot and derivatives trading volumes on CEXs surged by 7.58%, hitting a record $11.3 trillion – a new high for digital asset trading activity.
Stacy in Dataland (´⊙ω⊙`)
20 Jan, 12:02
Winners of the Solana AI Hackathon include innovative startups like:
• The Hive: A modular network of interoperable DeFi agents. Learn more
• FXN: A resource-sharing network for AI agents. Learn more
• JailbreakM: The first open-source dApp where users earn rewards by testing and jailbreaking AI models. Learn more
• The Hive: A modular network of interoperable DeFi agents. Learn more
• FXN: A resource-sharing network for AI agents. Learn more
• JailbreakM: The first open-source dApp where users earn rewards by testing and jailbreaking AI models. Learn more
Stacy in Dataland (´⊙ω⊙`)
20 Jan, 09:44
Each time a celebrity comes to crypto, they come to grind.
RIP $JENNER
RIP $MOTHER
So what makes you think $MELANIA or $TRUMP will be different?
RIP $JENNER
RIP $MOTHER
So what makes you think $MELANIA or $TRUMP will be different?
Stacy in Dataland (´⊙ω⊙`)
09 Jan, 16:56
For the first time in history, spot trading volume on decentralized exchanges exceeded 20%.
Stacy in Dataland (´⊙ω⊙`)
09 Jan, 12:09
New funding rounds kick off January with innovation:
– AlloyX: Next-gen payment infrastructure.
– JAN3: Accelerating hyperbitcoinization with Bitcoin and Layer 2 tech.
– ZKcandy: Ethereum-based gaming network by iCandy.
– Wave: GameFi and DeFi apps for quick money.
– TONCASH: Telegram cashback platform rewarding in BTC, TON, or USDT.
– AlloyX: Next-gen payment infrastructure.
– JAN3: Accelerating hyperbitcoinization with Bitcoin and Layer 2 tech.
– ZKcandy: Ethereum-based gaming network by iCandy.
– Wave: GameFi and DeFi apps for quick money.
– TONCASH: Telegram cashback platform rewarding in BTC, TON, or USDT.
Stacy in Dataland (´⊙ω⊙`)
09 Jan, 07:53
Drift Protocol reached a historic $1 billion in TVL, showcasing Solana’s growing dominance in the DeFi sector.
Stacy in Dataland (´⊙ω⊙`)
08 Jan, 16:02
A selection of interesting research from this week. Enjoy reading! ✨
General
➖ 4pillars: Interop 3.0 - Fundamental is Built, Its Time for Application
➖ The Defiant: Tokenization in 2025: Navigating the New Frontier of Real-World Assets
➖ Galaxy: Bitcoin Miners Powering the AI Revolution
➖ Galaxy: Weekly Top Stories - 1/3
Market
➖ Binance: Monthly Market Insights - January 2025
Blockchains & networks
➖ 4pillars: The Most Important Infra of AI Agent Personalization: Nillion
GameFi & NFTs
➖ Footprint: Web3 Gaming in 2024: Sidelined in the Crypto Boom?
General
➖ 4pillars: Interop 3.0 - Fundamental is Built, Its Time for Application
➖ The Defiant: Tokenization in 2025: Navigating the New Frontier of Real-World Assets
➖ Galaxy: Bitcoin Miners Powering the AI Revolution
➖ Galaxy: Weekly Top Stories - 1/3
Market
➖ Binance: Monthly Market Insights - January 2025
Blockchains & networks
➖ 4pillars: The Most Important Infra of AI Agent Personalization: Nillion
GameFi & NFTs
➖ Footprint: Web3 Gaming in 2024: Sidelined in the Crypto Boom?
Stacy in Dataland (´⊙ω⊙`)
08 Jan, 11:32
Sui achieved a groundbreaking milestone by doubling its TVL to $2 billion in just three months, as per DefiLlama.
Stacy in Dataland (´⊙ω⊙`)
08 Jan, 07:12
According to GMCI, the value of gaming and L2 projects declined in 2024, while sectors like L1 tokens, memecoins, and DePIN showed growth.
Stacy in Dataland (´⊙ω⊙`)
07 Jan, 18:44
While the year has just begun, the crypto world has already witnessed significant movements and trends. From new investments and groundbreaking projects to crucial developments in blockchain technology, the end of 2024 and the first week of 2025 have already set the stage for the upcoming year.
We've carefully selected and compiled the key moments from this period to keep you informed and ahead of the curve. Stay tuned for more updates as we continue to track these pivotal events and trends shaping the future of crypto.
Look for the full version on our Substack
We wish you all a prosperous and exciting 2025!
Stacy in Dataland (´⊙ω⊙`)
07 Jan, 16:37
Since late November 2024, ETH volumes on LSD platforms dropped by 70,000, with Lido alone seeing a decline of 160,000 ETH.
Stacy in Dataland (´⊙ω⊙`)
07 Jan, 14:34
During the last few weeks, I’ve been obsessed with thoughts about our AI-centric future.
The more I think about it, the more unanswered questions keep surfacing.
Here’s an article from me on our AI Future.
Not much crypto related, but impotrant nevertheless.
The more I think about it, the more unanswered questions keep surfacing.
Here’s an article from me on our AI Future.
Not much crypto related, but impotrant nevertheless.
Stacy in Dataland (´⊙ω⊙`)
07 Jan, 11:13
In 2024, Tron processed 749.5 million USDT transfers, averaging 2.05 million daily.
The total transfer volume hit $5.46 trillion, marking a 48% increase from 2023.
The total transfer volume hit $5.46 trillion, marking a 48% increase from 2023.
Stacy in Dataland (´⊙ω⊙`)
07 Jan, 07:48
In the past week, stablecoin volumes on Ethereum grew by $1.11 billion, while Solana saw an increase of $202.13 million.
Stacy in Dataland (´⊙ω⊙`)
06 Jan, 16:18
Binance reached $31B in stablecoin reserves, a fivefold increase from June 2023.
This growth reflects heightened buying pressure and active investor positioning.
This growth reflects heightened buying pressure and active investor positioning.
Stacy in Dataland (´⊙ω⊙`)
06 Jan, 12:34
Grayscale Research unveiled their Q1 picks for high-growth potential tokens, based on upcoming catalysts and market trends.
• Newly added: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
• Removed: TON, NEAR, Stacks (STX), Maker (SKY; MKR), UMA, and CELO.
• Newly added: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
• Removed: TON, NEAR, Stacks (STX), Maker (SKY; MKR), UMA, and CELO.
Stacy in Dataland (´⊙ω⊙`)
06 Jan, 10:35
Finding quality and helpful content on CT is not easy.
To simplify this quest, I've joined @curatedcrypt0 as a core contributor.
Here's the simple idea:
• @curatedcrypt0 aggregates the most valuable content daily in research, news, and investment categories.
• Once a week, there's a comprehensive newsletter with insights for everyone, from traders to airdrop farmers.
Make sure to follow @curatedcrypt0; you won't regret it.
Additional links:
X (Twitter)
Substack
To simplify this quest, I've joined @curatedcrypt0 as a core contributor.
Here's the simple idea:
• @curatedcrypt0 aggregates the most valuable content daily in research, news, and investment categories.
• Once a week, there's a comprehensive newsletter with insights for everyone, from traders to airdrop farmers.
Make sure to follow @curatedcrypt0; you won't regret it.
Additional links:
X (Twitter)
Substack
Stacy in Dataland (´⊙ω⊙`)
06 Jan, 08:11
The top 10 stablecoin transfer volumes of 2024 showcased Solana and Ethereum leading the way, with emerging chains like Base making significant gains:
• Solana – $10.5T
• Ethereum – $7.8T
• Tron – $5.4T
• Base – $2.3T
• BNB Chain – $899B
• Arbitrum – $704B
• Polygon – $255B
• Avalanche – $246B
• Optimism – $228B
• TON – $38.7B
• Solana – $10.5T
• Ethereum – $7.8T
• Tron – $5.4T
• Base – $2.3T
• BNB Chain – $899B
• Arbitrum – $704B
• Polygon – $255B
• Avalanche – $246B
• Optimism – $228B
• TON – $38.7B
Stacy in Dataland (´⊙ω⊙`)
05 Jan, 17:26
USDC transfers surged past $15T in 2024, propelled by Solana, Ethereum, and Base.
Solana dominated initially but saw a decline as MEV bot-driven trades waned.
Solana dominated initially but saw a decline as MEV bot-driven trades waned.
Stacy in Dataland (´⊙ω⊙`)
05 Jan, 13:39
The master list of potential TGEs in 2025 ↓
Blockchains:
• Linea | Probability ▨▨▨▨⛶
• Base | Probability ▨⛶⛶⛶⛶
• Monad | Probability ▨▨▨▨▨
• Berachain | Probability ▨▨▨▨▨
• Story Protocol | Probability ▨▨▨▨⛶
• Sonic | Probability ▨▨▨▨▨
BTCfi:
• Babylon | Probability ▨▨▨▨⛶
• Solv | Probability ▨▨▨▨▨
• Lombard | Probability ▨▨▨⛶⛶
• Ignition | Probability ▨▨▨⛶⛶
• Corn | Probability ▨▨▨▨⛶
Infrastructure:
• Particle | Probability ▨▨▨▨▨
• Pumpdotfun | Probability ▨▨▨▨⛶
• Symbiotic | Probability ▨▨▨⛶⛶
• Karak | Probability ▨▨▨⛶⛶
• Rabby | Probability ▨⛶⛶⛶⛶
• Sentient | Probability ▨▨⛶⛶⛶
DeFi:
• KelpDAO | Probability ▨▨▨▨▨
• Spark | Probability ▨▨▨▨⛶
NFTs:
• Azuki | Probability ▨▨▨▨▨
• Doodles | Probability ▨▨▨⛶⛶
Other:
• Polymarket | Probability ▨▨▨⛶⛶
• Kaito | Probability ▨▨▨▨⛶
• DeBank | Probability ▨▨⛶⛶⛶
What other projects you'd add to the list?
Blockchains:
• Linea | Probability ▨▨▨▨⛶
• Base | Probability ▨⛶⛶⛶⛶
• Monad | Probability ▨▨▨▨▨
• Berachain | Probability ▨▨▨▨▨
• Story Protocol | Probability ▨▨▨▨⛶
• Sonic | Probability ▨▨▨▨▨
BTCfi:
• Babylon | Probability ▨▨▨▨⛶
• Solv | Probability ▨▨▨▨▨
• Lombard | Probability ▨▨▨⛶⛶
• Ignition | Probability ▨▨▨⛶⛶
• Corn | Probability ▨▨▨▨⛶
Infrastructure:
• Particle | Probability ▨▨▨▨▨
• Pumpdotfun | Probability ▨▨▨▨⛶
• Symbiotic | Probability ▨▨▨⛶⛶
• Karak | Probability ▨▨▨⛶⛶
• Rabby | Probability ▨⛶⛶⛶⛶
• Sentient | Probability ▨▨⛶⛶⛶
DeFi:
• KelpDAO | Probability ▨▨▨▨▨
• Spark | Probability ▨▨▨▨⛶
NFTs:
• Azuki | Probability ▨▨▨▨▨
• Doodles | Probability ▨▨▨⛶⛶
Other:
• Polymarket | Probability ▨▨▨⛶⛶
• Kaito | Probability ▨▨▨▨⛶
• DeBank | Probability ▨▨⛶⛶⛶
What other projects you'd add to the list?
Stacy in Dataland (´⊙ω⊙`)
05 Jan, 11:05
A rare case where the son [ Base ] outpaces the father [ Optimism ].
Stacy in Dataland (´⊙ω⊙`)
04 Jan, 16:18
Ethereum's relevance was under pressure in 2024, with competitors outpacing its innovation and raising doubts about its leadership and vision for decentralization.
The delayed Dencun upgrade missed key opportunities, as trends like the meme coin craze had already shifted to Solana.
The delayed Dencun upgrade missed key opportunities, as trends like the meme coin craze had already shifted to Solana.
Stacy in Dataland (´⊙ω⊙`)
04 Jan, 12:22
MakerDAO set new monthly records in December, earning over $39.5 million in fees and $25.9 million in revenue.
Stacy in Dataland (´⊙ω⊙`)
04 Jan, 10:20
The BTC supply on layers chart reminds me of the DeFi TVL chart across chains in 2021.
Two core players, WBTC and BTCB, dominated at the beginning of the year. Sliced pie today, with WBTC's dominance already below 50%.
Current ranking:
• WBTC (BitGo)
• BTCB (Binance)
• cbBTC (Coinbase)
• LBTC (Lombard)
• SolvBTC.BBN (Solv)
Source: BitcoinLayers
Two core players, WBTC and BTCB, dominated at the beginning of the year. Sliced pie today, with WBTC's dominance already below 50%.
Current ranking:
• WBTC (BitGo)
• BTCB (Binance)
• cbBTC (Coinbase)
• LBTC (Lombard)
• SolvBTC.BBN (Solv)
Source: BitcoinLayers
Stacy in Dataland (´⊙ω⊙`)
03 Jan, 10:33
When TON's price rises, staking TVL tends to fall, suggesting that investors withdraw tokens from staking to sell them.
Recently, staking TVL hit a new low, coinciding with what appears to be TON's local price bottom.
Recently, staking TVL hit a new low, coinciding with what appears to be TON's local price bottom.
Stacy in Dataland (´⊙ω⊙`)
02 Jan, 16:18
The market capitalization of AI tokens dropped 28% from its December peak of $70 billion.
Stacy in Dataland (´⊙ω⊙`)
02 Jan, 12:25
As the world greets a new year, I dedicate my holidays to reading research and sharing highlights with my subscribers.
Today, I'm focusing on the latest report, "The Year Ahead for AI and DePIN in 2025" from Delphi.
Read the report summary on my Substack.
Today, I'm focusing on the latest report, "The Year Ahead for AI and DePIN in 2025" from Delphi.
Read the report summary on my Substack.
Stacy in Dataland (´⊙ω⊙`)
02 Jan, 08:12
Leading AI agent launchpads by monthly performance according to DropsTab.
Stacy in Dataland (´⊙ω⊙`)
31 Dec, 09:04
Over the past 30 days, AI Agents emerged as the most profitable narrative with a 75% ROI, followed by CEX tokens at 37%.
In contrast, Modularity (-33.6%), LRT (-32.4%), and Memecoins (-30.4%) were the least effective.
In contrast, Modularity (-33.6%), LRT (-32.4%), and Memecoins (-30.4%) were the least effective.
Stacy in Dataland (´⊙ω⊙`)
30 Dec, 09:27
The top 5 networks by daily active addresses, along with their YTD changes, are:
• Base: +1,310.1%
• Solana: +930.3%
• Near: +225%
• Tron: +76.9%
• BNB Chain: -41%
• Base: +1,310.1%
• Solana: +930.3%
• Near: +225%
• Tron: +76.9%
• BNB Chain: -41%
Stacy in Dataland (´⊙ω⊙`)
29 Dec, 14:32
Crypto monthly exchange volume exceeded $2.6 trillion for the second consecutive month, marking the highest level in a year.
Stacy in Dataland (´⊙ω⊙`)
29 Dec, 09:02
$HONEY burn skyrocketed by 1,000% year-over-year, signaling a sharp increase in map usage and paid transactions.
Stacy in Dataland (´⊙ω⊙`)
28 Dec, 13:16
Monthly fees of top protocols could hit $5 billion by 2025, up from the $3 billion peak in 2021.
Key drivers include a surge in onchain users, heightened DeFi activity, L2 interactions pushing L1 capacity, and Solana’s expanding ecosystem.
Key drivers include a surge in onchain users, heightened DeFi activity, L2 interactions pushing L1 capacity, and Solana’s expanding ecosystem.
Stacy in Dataland (´⊙ω⊙`)
28 Dec, 08:44
Ethereum staking continues to soar, with over 54 million ETH locked in.
Notably, ETH restaking now makes up nearly 10% of the total, showcasing its rising popularity.
Notably, ETH restaking now makes up nearly 10% of the total, showcasing its rising popularity.
Stacy in Dataland (´⊙ω⊙`)
27 Dec, 16:46
Base had an outstanding year in 2024, with daily transactions surging by an incredible 2,632.4% since January.
Other key metrics also showed explosive growth:
• DEX volumes: +7770.4%
• Fees: +642.8%
• Unique wallets: +256.8%
Other key metrics also showed explosive growth:
• DEX volumes: +7770.4%
• Fees: +642.8%
• Unique wallets: +256.8%
Stacy in Dataland (´⊙ω⊙`)
27 Dec, 12:32
How has DeFi evolved since the last bull run?
Bitcoin restaking protocols have driven significant TVL growth, while Solana continues to rise as a rival to Ethereum. Platforms like Base, Hyperliquid, Sui, and Aptos are also gaining ground, challenging established leaders.
Bitcoin restaking protocols have driven significant TVL growth, while Solana continues to rise as a rival to Ethereum. Platforms like Base, Hyperliquid, Sui, and Aptos are also gaining ground, challenging established leaders.
Stacy in Dataland (´⊙ω⊙`)
27 Dec, 08:40
Of course, Hyperliquid is the leader among the rest.
Be sure to check out these posts:
• Note 1
• Note 2
• Note 3
Author: DropsTab
#Incentives
Stacy in Dataland (´⊙ω⊙`)
27 Dec, 07:24
NEAR Intents, launched in November, is rapidly gaining traction.
This innovative framework connects AI with blockchain, enabling seamless, complex transactions across multiple chains for both users and AI agents.
This innovative framework connects AI with blockchain, enabling seamless, complex transactions across multiple chains for both users and AI agents.
Stacy in Dataland (´⊙ω⊙`)
26 Dec, 16:53
Solana's DEX trading volumes surpassed $123 billion last month, solidifying its dominance in the space.
For the third consecutive month, it has outpaced Ethereum in trading activity, even as Ethereum continues to lead in TVL.
For the third consecutive month, it has outpaced Ethereum in trading activity, even as Ethereum continues to lead in TVL.
Stacy in Dataland (´⊙ω⊙`)
26 Dec, 13:08
The TVL in the RWA sector has grown 58x in three years, hitting a new all-time high.
Over the past week alone, it surged by over $1 billion.
Over the past week alone, it surged by over $1 billion.
Stacy in Dataland (´⊙ω⊙`)
26 Dec, 08:53
Top AI & DeSci tokens accumulated by Nansen’s smart money during the last 24h (see the image) ↓
Exceptional case is $MIRA.
$MIRA came out as a form of donations to @blader to help find a treatment for his daughter Mira's rare brain tumor.
It's a rare case of a memecoin I personally bought, and it's fine if it goes to zero. If we're here not just to earn but also to help people, that's amazing.
The Christmas gift this guy deserves.
Exceptional case is $MIRA.
$MIRA came out as a form of donations to @blader to help find a treatment for his daughter Mira's rare brain tumor.
It's a rare case of a memecoin I personally bought, and it's fine if it goes to zero. If we're here not just to earn but also to help people, that's amazing.
The Christmas gift this guy deserves.
Stacy in Dataland (´⊙ω⊙`)
26 Dec, 08:12
In 2019, stablecoins accounted for just 5% of blockchain activity. Now it's 50%.
Stacy in Dataland (´⊙ω⊙`)
25 Dec, 18:33
Researching Kaito’s Yap-to-Earn, here’s what I discovered from a series of experiments:
• Impressions matter, but not significantly.
• Engagement from "smart accounts" (likes, replies) appears to be the top priority.
• Mentioning Kaito and Yaps provides a boost, but not substantially; excessive mentions won't help.
• The quality parameter measurement is unclear. Posts mentioning a token/protocol with a ticker or brand's account on X earn more Yaps compared to generalized research-driven content.
• Mentioning profiles with a stronger CT mindshare tends to yield more Yaps.
• Articles tend to underperform compared to long-form posts or threads.
PS: Kaito uses AI, so it naturally has preset parameters, such as mentioning keywords, tagging protocols, or tickers, which affect the number of yaps earned by a profile. While this isn't ideal for measuring quality, it seems to be the best option currently available.
PPS: I'm not farming yaps intentionally; it just happens. I suppose the idea is to reward originality, insights, and value. You can try to game the algorithm, of course, but first and foremost, stay true to yourself and stick to your own tone of voice.
If you're not yet yapping, here's my referral link if you want to get started ↓
Link
Happy holidays, everyone!🧦
• Impressions matter, but not significantly.
• Engagement from "smart accounts" (likes, replies) appears to be the top priority.
• Mentioning Kaito and Yaps provides a boost, but not substantially; excessive mentions won't help.
• The quality parameter measurement is unclear. Posts mentioning a token/protocol with a ticker or brand's account on X earn more Yaps compared to generalized research-driven content.
• Mentioning profiles with a stronger CT mindshare tends to yield more Yaps.
• Articles tend to underperform compared to long-form posts or threads.
PS: Kaito uses AI, so it naturally has preset parameters, such as mentioning keywords, tagging protocols, or tickers, which affect the number of yaps earned by a profile. While this isn't ideal for measuring quality, it seems to be the best option currently available.
PPS: I'm not farming yaps intentionally; it just happens. I suppose the idea is to reward originality, insights, and value. You can try to game the algorithm, of course, but first and foremost, stay true to yourself and stick to your own tone of voice.
If you're not yet yapping, here's my referral link if you want to get started ↓
Link
Happy holidays, everyone!
Stacy in Dataland (´⊙ω⊙`)
25 Dec, 16:06
The Coinbase Premium Index dropped to -0.221%, marking its fifth occurrence since May last year.
While this signals reduced U.S. investor activity, it often attracts new buyers during bull markets, turning it into an opportunity.
While this signals reduced U.S. investor activity, it often attracts new buyers during bull markets, turning it into an opportunity.
Stacy in Dataland (´⊙ω⊙`)
25 Dec, 11:22
A new research roundup, dear friends 🙌
General
➖ 4pillars: AI Agent Wave: In Crypto, Technology Develops Alongside LARPing
➖ Binance: The Future of Crypto Wallets
➖ Galaxy: Bitcoin Miners Powering the AI Revolution
➖ Galaxy: Ethereum All Core Developers Execution Call #202 Writeup
➖ Galaxy: Weekly Top Stories - 12/20
Market
➖ CoinGecko: Meme Coins Capture 31% of Crypto Narrative Interest in 2024
➖ Glassnode: Resilience and Synchronicity
➖ Glassnode: Analyzing the Movement of Capital Across the Solana Asset
➖ Galaxy: Unpacking Market Reactions Post-FOMC
Blockchains & networks
➖ Cryptorank: Top Blockchain Ecosystems: Uncovering the Most Undervalued Players
General
➖ 4pillars: AI Agent Wave: In Crypto, Technology Develops Alongside LARPing
➖ Binance: The Future of Crypto Wallets
➖ Galaxy: Bitcoin Miners Powering the AI Revolution
➖ Galaxy: Ethereum All Core Developers Execution Call #202 Writeup
➖ Galaxy: Weekly Top Stories - 12/20
Market
➖ CoinGecko: Meme Coins Capture 31% of Crypto Narrative Interest in 2024
➖ Glassnode: Resilience and Synchronicity
➖ Glassnode: Analyzing the Movement of Capital Across the Solana Asset
➖ Galaxy: Unpacking Market Reactions Post-FOMC
Blockchains & networks
➖ Cryptorank: Top Blockchain Ecosystems: Uncovering the Most Undervalued Players
Stacy in Dataland (´⊙ω⊙`)
25 Dec, 08:42
Merry Christmas, fam 🫐
We've had a great ride this year, and now it's time to slow down a bit.
Happy holidays!
We've had a great ride this year, and now it's time to slow down a bit.
Happy holidays!
Stacy in Dataland (´⊙ω⊙`)
25 Dec, 07:32
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.
Stacy in Dataland (´⊙ω⊙`)
06 Dec, 07:42
TRX has surged 140% over the past month and over 280% year-to-date, outpacing the broader market.
This rally comes as legacy crypto assets gain momentum, with other tokens like IOTA (+50%), VET (+15%), and KDA (+44%) also seeing significant short-term growth.
This rally comes as legacy crypto assets gain momentum, with other tokens like IOTA (+50%), VET (+15%), and KDA (+44%) also seeing significant short-term growth.
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 18:14
The AI narrative is evolving but requires robust privacy and data ownership protections. Some platforms are making strides in addressing these challenges:
– Vana: An EVM-compatible Layer-1 blockchain creating a distributed network for user-owned data. By leveraging multiple layers of liquidity and portability, Vana enables interoperable and private data management.
– CARV: Focused on building the largest modular identity and data layer (IDL), CARV aggregates data to simplify access for gaming studios and AI companies. Despite the current lack of attention, GameFi is far from dead.
For further insights, check out Crypto.com’s report.
– Vana: An EVM-compatible Layer-1 blockchain creating a distributed network for user-owned data. By leveraging multiple layers of liquidity and portability, Vana enables interoperable and private data management.
– CARV: Focused on building the largest modular identity and data layer (IDL), CARV aggregates data to simplify access for gaming studios and AI companies. Despite the current lack of attention, GameFi is far from dead.
For further insights, check out Crypto.com’s report.
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 16:39
Hyperliquid reached a new ATH in 24-hour trading volume, exceeding $8.5B.
Open Interest also hit a new ATH of over $3B.
Open Interest also hit a new ATH of over $3B.
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 15:57
FUN FACT
German government's decision to sell its 50,000 Bitcoin at $54K cost them $2.4 billion in missed profits.
☠️
German government's decision to sell its 50,000 Bitcoin at $54K cost them $2.4 billion in missed profits.
☠️
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 12:01
There are now 300K wallets holding at least one AI Agent token.
Is this trend here to stay?
What's the best playbook for AI agents now?
What are the future outlook and industry challenges?
Here's my point of view ↓
Is this trend here to stay?
What's the best playbook for AI agents now?
What are the future outlook and industry challenges?
Here's my point of view ↓
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 10:40
Gaib – the first economic layer for AI and compute that enables the creation of a new asset class backed by real AI demand, recently announced funding from prominent VCs and companies, including NEAR and Aethir.
If interested, you can grab OG role on their Discord, details here.
If interested, you can grab OG role on their Discord, details here.
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 08:39
>100,000 dollars per one Bitcoin.
We did it.
The psychological barrier is now broken.
Get used to 6-digit numbers, my frens.
147% 1y growth.
We did it.
The psychological barrier is now broken.
Get used to 6-digit numbers, my frens.
147% 1y growth.
Stacy in Dataland (´⊙ω⊙`)
05 Dec, 07:28
Stablecoin transfers surged last month, with weekly adjusted volumes surpassing $50B in November.
Notably, $USDT on Tron contributed $18.2B (38%) and $USDT on Ethereum added $12.3B (23%), both reaching record transaction volumes.
Notably, $USDT on Tron contributed $18.2B (38%) and $USDT on Ethereum added $12.3B (23%), both reaching record transaction volumes.
Stacy in Dataland (´⊙ω⊙`)
04 Dec, 19:42
Best for: Those who are convinced that the DeFi sector is in for a renaissance as well as a renewal.
Author: Three Sigma
#research
Stacy in Dataland (´⊙ω⊙`)
04 Dec, 18:02
Oh, someone here (me) got featured in BeInCrypto’s latest article «Why Old Coins Are Waking Up: Key Drivers Behind the Revival of Legacy Tokens».
Ok, I’m flattered.
Ok, I’m flattered.
Stacy in Dataland (´⊙ω⊙`)
04 Dec, 16:46
November was a strong month for many tokens across various narratives and ecosystems.
Let’s explore CryptoRank’s top picks for the past month 👆
Let’s explore CryptoRank’s top picks for the past month 👆
Stacy in Dataland (´⊙ω⊙`)
04 Dec, 13:53
This week's new research compilation 💡
General
➖ Crypto.com: AI Data Chains
➖ Galaxy: Weekly Top Stories - 11/29
Market
➖ CoinGecko: PNUT Hit $1 Billion Market Cap in 11 days, 135X Faster Than DOGE
➖ Binance: The Fed, Interest Rates, and the Economy: A Primer
➖ Glassnode: Introducing Investor Cost Basis On-Chain
➖ Galaxy: Understanding Bitcoin's Recent Correction & What Comes Next
➖ Galaxy: Benefits and Risk Considerations of OTC Trading
DeFi
➖ 4pillars: How Ondo Finance Is Redefining Tokenization to Lead the RWA Market
➖ Cointelegraph: How U2U is redefining enterprise blockchain with DePIN: Report
➖ Cointelegraph: How Portal-to-Bitcoin is unlocking Bitcoin’s potential in cross-chain DeFi
Blockchains & networks
➖ 4pillars: FLock.io : The Base Layer for AI Democratization
➖ CoinGecko: Layer 1 Blockchains Have Surged Up To 7,000% In 2024
Tokens & currencies
➖ Crypto.com: Tokenized BTC
General
➖ Crypto.com: AI Data Chains
➖ Galaxy: Weekly Top Stories - 11/29
Market
➖ CoinGecko: PNUT Hit $1 Billion Market Cap in 11 days, 135X Faster Than DOGE
➖ Binance: The Fed, Interest Rates, and the Economy: A Primer
➖ Glassnode: Introducing Investor Cost Basis On-Chain
➖ Galaxy: Understanding Bitcoin's Recent Correction & What Comes Next
➖ Galaxy: Benefits and Risk Considerations of OTC Trading
DeFi
➖ 4pillars: How Ondo Finance Is Redefining Tokenization to Lead the RWA Market
➖ Cointelegraph: How U2U is redefining enterprise blockchain with DePIN: Report
➖ Cointelegraph: How Portal-to-Bitcoin is unlocking Bitcoin’s potential in cross-chain DeFi
Blockchains & networks
➖ 4pillars: FLock.io : The Base Layer for AI Democratization
➖ CoinGecko: Layer 1 Blockchains Have Surged Up To 7,000% In 2024
Tokens & currencies
➖ Crypto.com: Tokenized BTC
Stacy in Dataland (´⊙ω⊙`)
04 Dec, 12:27
Over the past week, Ethereum's TVL grew by $4.81 billion, while Base saw an increase of $302 million.
Stacy in Dataland (´⊙ω⊙`)
04 Dec, 07:18
DEXs transaction volume in November reached $372B, a record high.
On Solana, it accounted for 34.85% of the market share ($129.66B), while on Base, it reached $45.74B, with both networks hitting all-time highs.
On Solana, it accounted for 34.85% of the market share ($129.66B), while on Base, it reached $45.74B, with both networks hitting all-time highs.
Stacy in Dataland (´⊙ω⊙`)
03 Dec, 17:03
bnSOL has recently taken the lead in net flows among other Solana LSTs.
The token's TVL has exceeded $1B, capturing 13% of the entire liquid staking market share in the Solana network.
The token's TVL has exceeded $1B, capturing 13% of the entire liquid staking market share in the Solana network.
Stacy in Dataland (´⊙ω⊙`)
03 Dec, 15:17
A new bull market for NFTs may be on the horizon.
According to Dune statistics, the market is gradually recovering: on December 1, NFT trading volume on EVM networks reached $42.1M.
However, the main argument supporting this thesis is AI's interest in NFTs. AI could start purchasing NFTs instead of physical assets, driving up demand and prices.
According to Dune statistics, the market is gradually recovering: on December 1, NFT trading volume on EVM networks reached $42.1M.
However, the main argument supporting this thesis is AI's interest in NFTs. AI could start purchasing NFTs instead of physical assets, driving up demand and prices.
Stacy in Dataland (´⊙ω⊙`)
03 Dec, 10:55
Goldman Sachs' market perspective for 2025: Optimistic, but hedging is a must.
There’s a TL;DR on X from me.
There’s a TL;DR on X from me.
Stacy in Dataland (´⊙ω⊙`)
03 Dec, 06:42
XRP is gaining momentum: for the first time since January 2018, it has reached a market value of $2.49.
In addition, for the first time in 8 years, non-empty XRP wallets have eclipsed 5.5M for the first time.
In addition, for the first time in 8 years, non-empty XRP wallets have eclipsed 5.5M for the first time.
Stacy in Dataland (´⊙ω⊙`)
02 Dec, 15:49
5 best and 5 worst performers of the week from the top 100 on CMC.
Not a single mention of these tokens in the "Top 10 altcoins that will 100x" lists.
No fundamentals-based reasoning.
No attempts to capture a trendy narrative.
This is all you need to know about the nature of the market.
If anyone dares to say, "I told you so," throw something at them on my behalf.
Not a single mention of these tokens in the "Top 10 altcoins that will 100x" lists.
No fundamentals-based reasoning.
No attempts to capture a trendy narrative.
This is all you need to know about the nature of the market.
If anyone dares to say, "I told you so," throw something at them on my behalf.
Stacy in Dataland (´⊙ω⊙`)
22 Nov, 11:53
DeFi activity on NEAR Protocol is booming, with Ref Finance swap volumes spiking nearly 400% in a day last week.
PS: The data for today is not relevant since the day is just starting and the info is updated in real-time.
PS: The data for today is not relevant since the day is just starting and the info is updated in real-time.
Stacy in Dataland (´⊙ω⊙`)
22 Nov, 07:47
Bitcoin futures open interest on the CME reached a record 218,000 BTC ($21.3 billion), marking a 35% increase since the Nov. 5 election.
This surge in OI alongside rising prices reflects strong bullish sentiment in the market.
This surge in OI alongside rising prices reflects strong bullish sentiment in the market.
Stacy in Dataland (´⊙ω⊙`)
21 Nov, 15:14
Are meme coins really on the rise?
• In terms of market cap – absolutely.
• In terms of retail sentiment – not so much.
Surprisingly, activity in this sector remains low, even as overall mcap continues hitting ATHs.
Conclusion: retail investors haven’t woken up yet – nothing to see here ¯\_(ツ)_/¯
• In terms of market cap – absolutely.
• In terms of retail sentiment – not so much.
Surprisingly, activity in this sector remains low, even as overall mcap continues hitting ATHs.
Conclusion: retail investors haven’t woken up yet – nothing to see here ¯\_(ツ)_/¯
Stacy in Dataland (´⊙ω⊙`)
21 Nov, 11:21
Day 1 of $MORPHO is going quite well, with the number of buyers and buying volume significantly exceeding the selling side.
I expected Morpho to launch around a $1B FDV, and it appears to be the best DeFi token launch of the year so far.
The image below shows data for the top $MORPHO accumulators.
Data source: Alphanomics
I expected Morpho to launch around a $1B FDV, and it appears to be the best DeFi token launch of the year so far.
The image below shows data for the top $MORPHO accumulators.
Data source: Alphanomics
Stacy in Dataland (´⊙ω⊙`)
21 Nov, 10:02
Solana and Base became the most popular blockchains of 2024.
This conclusion comes from experts at CoinGecko, who shared several interesting insights:
– Solana has returned to its 2021 rally levels, capturing 38.9% of overall interest from crypto investors, surpassing other popular L1 and L2 chains.
– Base claimed second place, garnering 16.81% of investor interest and growing fivefold since the beginning of the year.
– Ethereum shifted to third place in the rankings, while Sui and TON have clearly gained significant momentum this year.
Read the full CoinGecko research here.
This conclusion comes from experts at CoinGecko, who shared several interesting insights:
– Solana has returned to its 2021 rally levels, capturing 38.9% of overall interest from crypto investors, surpassing other popular L1 and L2 chains.
– Base claimed second place, garnering 16.81% of investor interest and growing fivefold since the beginning of the year.
– Ethereum shifted to third place in the rankings, while Sui and TON have clearly gained significant momentum this year.
Read the full CoinGecko research here.
Stacy in Dataland (´⊙ω⊙`)
21 Nov, 06:44
Activity on Starknet has surged in November: transaction fees increased 10 times compared to the beginning of the month.
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.
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