Stacy Muur

Stacy Muur

64,475 Twitter followers

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In Web3 since 2016. Ex CMO, (too) passionate about research & data. Founder https://t.co/YxZBKWgjYJ Telegram channel: https://t.co/d5Ioy4qbi8

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Public companies don’t buy narratives, they buy primitives Korean public company MARBLEX @MARBLEXofficial holding $OPEN suggests they see @OpenledgerHQ as foundational infra, not a single-game bet. That’s a very different bar than “partnership announcements.” Big signal here, imo.

Very interesting study here. Some margin notes for founders: • Funding and community size is irrelevant. Correlation between capital raised / X follower and token performance is effectively zero. • Most tokens are dead on Day 1. Average ROI from launch is ~0.96x. • Sector narratives matter more than execution quality (very sad) • Projects generating real revenue now trade worse than vaporware. This is unsustainable and signals a deeply broken market incentive structure. • Timing for token launches is crucial. Miss good timing = rekt. twitter.com/stacy_muur/status/...

Tier list of food that will make everyone mad: S: Shawarma, sushi (not rolls!), pad thai A: Steaks, cheese, chocolate B: Oysters, wings, bakery, ramen C: Avocado, pasta, curry, burgers D: Pizza, mussels, matcha ... ... ... Z: Licorice, vinegar, mayo, cauliflower, beans Ready

This year CT learned that: 1️⃣ Selling airdrops immediately is the best strat 2️⃣ Shorting airdrops is good but liquidations are common even at a low leverage 3️⃣ InfoFi doesn't work as a marketing instrument 4️⃣ Everyone grinds. It's a pvp. Even VCs / teams / KOLs 5️⃣ AI is adding a lot of noise 6️⃣ Lack of innovation is a problem 7️⃣ Everyone cares about TGE more than about the product 8️⃣ Attention cycles are shorter than we thought 9️⃣ Everyone (even the smartest) gets rekt

What was your main source of $$ in 2025?

My personal top-300 CoinGecko bingo list for 2025. And then they tell you influencers are smart.

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