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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What’s dying is the old meta. The old meta: → token as the product → high FDV, low float launches → airdrop mercenaries → narratives with zero value capture This dip was a stress test. The rails held up The idea of “crypto” now: → casino gets repriced → rails keep compounding → real revenue matters again If you’re into crypto for a random 1000x call, I hate to break it to you… you’re fighting the trend. Discuss. twitter.com/stacy_muur/status/...

Dear @MetaMask Stop being the reason for my heart attacks ><

I posted this piece in early December, and now @ChainGPT_Pad reveals they are transitioning to a subscription model for public sales. This is the format to follow in 2026: • Users commit during a defined subscription window. • Final allocations are calculated after the window closes, based on total demand (pro-rata). • If oversubscribed, users receive a refund for any unaccepted amount. Basically it's the same model we have on 2025's best performance launchpads. The new standard. twitter.com/stacy_muur/status/...

My top choice for trading tools ↓ → S-Tier (Professional Edge) • @nansen_ai – smart money tracking, wallet labels, best-in-class onchain intelligence • @arkham – free Nansen alternative that's good enough for 90%+ of traders • @glassnode – unbeatable Bitcoin/Ethereum onchain metrics, institutional standard → A-Tier (Essentials) • @cryptoquant_com – exchange flows, whale movements, derivative data pros rely on • @DefiLlama – TVL, DEX volumes, token unlocks all in one place • @Dune – custom dashboards for most protocols • @coinglass_com – funding rates, liquidations, long/short ratios for futures traders → B-Tier (Solid Tools) • @MessariCrypto – research-grade data, but paywalled features aren't worth it • @artemis__xyz – clean L1/L2 comparisons, app analytics • @coingecko – price tracking, simple charts, good for quick checks • @CoinMarketCap – same as CoinGecko, just heavier and slower • @cryptorank_io – ATH tracking, category performance, newly listed coins Tbh, traders overpay for tools they don't need. The free alternatives are more than enough to trade the market.

I think most teams miss the real problem. → They don’t solve a new ecosystem gap. → They copy what already failed. → Or they rebuild the same thing with a new name. Then the loop takes over: Raise → mercenary capital → TGE → disappear. Crypto only wins when it makes something simpler for real people. And solves a real use case, not a token narrative.

@CreateWithTony

it is becoming extremely difficult to support crypto startup teams wholeheartedly. and that is very unfortunate. you keep seeing the same pattern repeat itself over and over again.

Top 10 RWAs by Market Cap - DeFi Adoption: 1. @tethergold - Tether Gold $XAUT: $3.44b mc, 4.5% in DeFi 2. @Paxos - PAX Gold $PAXG: $2.156b mc, 0.8% in DeFi 3. @circle - US Yield Coin $USYC: $1.613b mc, 2.4% in DeFi 4. @BlackRock- BlackRock BUIDL $BUIDL: $1.371b mc, 1.7% in DeFi 5. @WisdomTreePrime - WisdomTree Treasury $WTGXX: $579.45m mc, 3.3% in DeFi 6. @OndoFinance: Ondo OUSG $OUSG: $429.85m mc, 9.0% in DeFi 7. @superstateinc - Superstate USTB $USTB: $419.14m mc, 17.1% in DeFi 8. @theo_network - Theo Network thBill $thBILL: $238.51m mc, 26.4% in DeFi 9. Superstate USCC $USCC: $195.76m mc, 80.5% in DeFi 10. @Spiko_finance - EUTBL by Spiko $EUTBL: $171.82m mc, 1.3% in DeFi Observation: Only 3 of the top 10 RWAs have >20% of supply in DeFi. Most institutional RWA products remain heavily centralized with minimal DeFi integration - despite the narrative.

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