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Stacy in Dataland (´⊙~⊙`)
@muur_posts
CareerStacy Muur’s alpha channel. 𝕏: https://x.com/stacy_muur Blog: https://stacymuur.substack.com Chat: @muur_talks
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Avaldatud 21. nov
If you're building in this space, this is a must-read guidebook on TGE readiness. Created in a collab with CoinList CMO. Give it a read.
Avaldatud 20. nov
With the U.S. government reopened, roughly $1T in Treasury cash is set to flow back into markets, including about $100B in November alone. This creates a short-term liquidity boost that could support risk assets.
Avaldatud 20. nov
Pump’s new “Mayhem Mode” hasn’t produced a major spike in activity. Token launches averaged about 17,300 per day before the update and roughly 17,800 afterward, showing only a small early impact.
Avaldatud 20. nov
UNI, AAVE, and LDO share the same pattern: market caps are down, but fundamentals keep improving. The gap between price action and network strength is widening.
Avaldatud 19. nov
Another week of exploring important insights ↓ General ➖Crypto.com: Alpha Navigator: Quest for Alpha [October 2025] ➖ Binance: Weekly: From Shutdown to Show-Me ➖ Galaxy: Weekly Top Stories - 11/14/25 ➖ Galaxy: The State of Crypto Leverage – Q3 2025 Market ➖ Cryptorank: October Crypto Exchanges Report: Gate Extends Lead in On-Chain Buildout ➖ CoinShares: Market update - November 14th, 2025 ➖ CoinShares: Digital asset fund flows | November 17th, 2025 ➖ Glassnode: BTC Market Pulse: Week 47 DeFi ➖ Galaxy: Nation State Bitcoin & Uniswap Buybacks Tokens & currencies ➖ Binance: The Stablecoin Business ➖ Glassnode: Keyrock + Glassnode: Bitcoin and Ethereum as Competing Store-of-Value ➖ Galaxy: The Battle for Bitcoin to Stay Above 100K
Avaldatud 19. nov
Prediction markets are quietly becoming one of crypto’s fastest-growing sectors. Polymarket and Kalshi hit $7.5B in monthly volume, unique wallets are up 400% YoY, and their confirmed token airdrop plus U.S. relaunch have reignited the entire narrative.
Avaldatud 19. nov
Crypto’s total market cap is down 13.5% this week, and Bitcoin is close to breaking below $90K for the first time in seven months. Aside from modest gains by Zcash (+7%), Monero (+5%), and Astar (+10%), major assets have delivered heavy pain to traders.
Avaldatud 18. nov
📣 Interview with Sajjad Rehman. Link. Immunefi: The Story Behind Web3's Guardian System. Author: Green But Red #article#interview 📱X (Twitter) | 📱Telegram
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Avaldatud 18. nov
The market cap of Robinhood’s tokenized securities on Arbitrum One has reached $8.9M. Around 71.2% is allocated to stocks such as $GOOGL, $BMNR, and $HOOD, while 22.5% sits in ETFs like $VOO. In Phase 2, Robinhood will adopt an app-to-chain model, launching an Arbitrum-based chain that settles on Ethereum.
Avaldatud 18. nov
Over the past five years, major VIX spikes above key thresholds have often aligned with local reversals. During the October 10 liquidation event, the normalized Z-score caught the volatility surge that the raw VIX missed due to the stock market being closed. These signals don’t guarantee a recovery, but historically they’ve marked local bottoms, and this could be another one.
Avaldatud 18. nov
Retail makes up 62% of depositors in automated yield strategies, but just 5.4% of addresses account for 94.3% of the TVL. Institutions are clearly the ones driving capital flows in this segment.
Avaldatud 17. nov
PYUSD isn’t losing momentum — supply grew by another $621.3M in the past week. It’s now up 592% year-to-date, reaching $3.4B in circulation.