Stacy in Dataland (´⊙~⊙`)

GOOGL just became the first tokenized stock to hit a $1M market cap on Robinhood’s Arbitrum lineup.

Hyperliquid’s open interest has climbed 50% off the lows following the October 10 flash crash. Bitcoin now accounts for 38% of total OI, the highest level since July.

Some alpha for you here. 1. Some big Stacy >< Almanak announcements are coming. 2. The team is preparing a few BIG releases till the end of the year (alpha: including TGE). They just dropped a new video on X. It's a teaser for the upcoming public launch of Strategy Builder V1 on Thursday, the 27th. => Get ready to turn your ideas into fully on-chain, AI-built strategies using the power of the Almanak Swarm. /\

Mantle deepened its Bybit integration with new trading pairs and discounted MNT-based fees, while advancing its RWA agenda through the launch of WLFi’s USD1 stablecoin, a Tokenization-as-a-Service platform, and a global RWA hackathon. Quarterly metrics show strong momentum: stablecoin market cap +51.7% to $733.1M, DeFi TVL +14% to $242.3M, and network revenue +66.2% to $252.4K.

a16z: RWAs are becoming the connective layer between crypto and traditional finance. The market has grown nearly 4× in two years and now stands at $30 billion.

The top 3 stablecoins by 30-day market capitalization growth rate are: Hyperliquid's USDC (+102.5%), XDC Network's USDC (+91%), and Sonic's USDC (+86.1%). Circle continues to actively scale across ecosystems.

Base is the only major chain showing meaningful momentum, with transaction activity up 70% over the past 30 days.

Nearly a decade later, the vision of private digital money is gaining fresh momentum. As the broader market pulls back, privacy coins — especially Zcash — are moving in the opposite direction, with ZEC up over 900% since October. The question now is whether this is another speculative rotation or a sign of genuine, accelerating adoption.

$AAVE currently holds the strongest sentiment in DeFi. It ranks second overall in sentiment despite challenging market conditions — a sign of continued trust in the protocol.

Markets may be down, but Celo keeps building. Last month, it became the #1 L2 by daily active users and hit an all-time high in stablecoin volume, with nearly $3B transferred.

We've touched $82K. Here's my quick overview of what's happening and if / why you should be worried. NUMBERS: • Nov 20: -$903M net outflow (second-largest single-day outflow in history) + Past 5 weeks: Billions in cumulative outflows • Nov 14: +6.9B BTC flowed into exchanges (highest single-day inflow in weeks) • Nov 17: +5.1B BTC inflow • Nov 20: +4.2B BTC inflow • Past 24 hours: $2B in leveraged positions liquidated • Bitcoin's production cost (as of Nov 9) is $118,496 CATALYSTS: • MicroStrategy (MSTR) – the largest corporate Bitcoin holder – faces potential removal from MSCI indices (and possibly Nasdaq 100, Russell 1000). • If this happens → $2.8B outflow from MSCI alone + Up to $11.6B total outflow if other indices follow. • This would force passive funds to sell MSTR, which would then force MSTR to sell Bitcoin to meet redemptions PLUS: Everyone believed in a four-year halving cycle. 2024 was supposed to be the bull year, and 2026 the bear year. • Long-term holders have dumped 452,532 BTC since July • Short-term holders are now holding 2.8 million BTC at a loss – the highest since the FTX collapse in Nov 2022 • Long-term holder's Profit/Loss Ratio has collapsed to just 4.9 (Nov 20) – indicating massive profit-taking turned into panic selling Liquidation Heatmap: > High concentration at $88,787 (210M leverage), already breached > Next major cluster: $82,851 - $83,356 (137-141M leverage) > Critical support: $75,000 - $80,000 (where most analysts expect the bottom) Be ready. Be safe. Hedge risks.

Polymarket is now the top project on Polygon by 30-day volume, hitting $3.7B — surpassing QuickSwap and Uniswap. Its surge pushed Polygon’s monthly volume to $7.8B, one of the strongest levels in nearly three years.