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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More & more teams are building & launching on @Arcium. Very bullish pre-mainnet signals here.

Chat & send crypto over Bluetooth (without internet) Join the waitlist at https://anonme.sh Built on @Arcium ☂️

A few weeks ago, x402 was crypto's main character. And now? Pulled the data from @Dune's @hashed_official dashboard so the numbers tell a clear story ↓ 1️⃣ GROWTH The Numbers: • Nov 2-3: 3M transactions/day (peak) • Late Nov: Stable at 1-2M daily • Total volume: ~$600K-2M per day 2️⃣ FACILITATORS Market Share Evolution: • Early Oct: Dexter 100% • Late Oct: PayAI, DayDreams capture 40-50% on some days • Late Nov: Dexter ~40-50%, DayDreams ~20-30%, 15+ others split the rest 3️⃣ CHAINS The Breakdown: • @base: 37.2M transactions (95%) • @solana: 1.4M (3.8%) • Everyone else: <300K (rounding error) But Solana's Late Move: • Mid-Nov: 10K daily • Nov 21: 250K daily (25x in 10 days) 4️⃣ TOKENS The USDC Story: • EVM chains: 98.6% USDC • Solana: 96.5% USDC • Everything else (ETH, SOL, USDT): <2% 5️⃣ TRANSACTION SIZE Average Payment: • EVM: ~$0.90-1.00 • Solana: ~$0.60 6️⃣ BOTTOM LINE x402 in 2 months: • 40M+ total transactions • 1-2M daily (stable) • 95% on Base • 98.6% USDC • $0.60-1.00 avg payment • 15+ facilitators competing The landscape is clear: x402 is becoming the payment layer for AI agents. twitter.com/stacy_muur/status/...

Btw: @ChainCatcher_'s study on airdrops found 0 tokens below $100M with a positive post-TGE trend. Probably nothing.

Btw: There's a total of 1,632,975,449 USDT in banned wallets. More than $1.5B. If these funds were liquid but had to be used for the public good, what would you vote for?

Why @monad was not as we expected? 🔴 Why a disappointment ↓ • Monad raised $225M from Paradigm → created unrealistic expectations • Promised 10,000 TPS → delivered 300-350 TPS (testnet) • Marketed as "Solana killer" → launched with $66M TVL (vs. Solana's $11B) • VC-heavy tokenomics: 70%+ to insiders, only 7.5% to public • Sybil filter excluded legitimate users, security exploit stole tokens • + Privy outage, claim portal failures • Late to the party, competing with Solana ($11B TVL) and Ethereum L2s • Launched during a brutal crypto bear market (BTC down 33% from peak) 🟢 Why not a total disaster ↓ • Strong ecosystem partnerships: PancakeSwap, Enso, Wormhole, Folks Finance, GoPlus • Full EVM compatibility: Easier for Ethereum developers to migrate • $66M TVL in 24 hours: Impressive growth (though artificially inflated) • 30 CEX listings • 50.6% lockup until 2029: Reduces sell pressure (though also concentrates power) Are you bullish on Monad TODAY? twitter.com/stacy_muur/status/...

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