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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Seeing some bullish signals. The regulatory tide in crypto has shifted. @jpmorgan flagged the CLARITY Act as a potential market catalyst in the second half of 2026. If it passes by mid-2026, projects stop operating in legal grey areas. RWA tokenization unlocks at scale. The SEC is moving too. They just approved the first tokenized money market fund with 24/7 trading and instant USDC settlement. RWA tokenization at scale means real assets flowing into DeFi protocols. Treasuries, real estate, commodities. What TradFi has been doing for decades becomes available onchain. Deeper liquidity. Real yield that isn't dependent on token inflation. DeFi products that actually make sense to people outside of crypto. If this plays out, H2 2026 looks very different from where we are now.

Seeing some bullish signals. The regulatory tide in crypto has shifted. @jpmorgan flagged the CLARITY Act as a potential market catalyst in the second half of 2026. If it passes by mid-2026, projects stop operating in legal grey areas. RWA tokenization unlocks at scale. The SEC is moving too. They just approved the first tokenized money market fund with 24/7 trading and instant USDC settlement. RWA tokenization at scale means real assets flowing into DeFi protocols. Treasuries, real estate, commodities. What TradFi has been doing for decades becomes available onchain. Deeper liquidity. Real yield that isn't dependent on token inflation. DeFi products that actually make sense to people outside of crypto. If this plays out, H2 2026 looks very different from where we are now.

Airdrops over time: 2021: Swaps, get a Discord role → get $10K-20K 2022: Swaps, Galxe quests, get an NFT → get $10K 2023: Swaps, interact with ecosystem, deposit funds → get $5K 2024: Swaps, bridges, testnet activity → get $2-3K 2025: InfoFi campaign, interact with ecosystem, bridges, swaps → get $500 vested over 6 months 2026: ???

Unpopular opinion: 90% of founders who raise now built some quick slop product with AI and trying to raise at multi million dollar valuations in the middle of the market where marketing products is harder than ever. I'd skip if I were a VC too.

The founders who are raising right now while nobody wants to write checks are the ones you’ll wish you backed in 2 years. Every bear market the same excuses. Every bull market the same regrets.

I mapped the timeline of @zachxbt investigations. From newest → oldest 2026 • US Marshals ~$40M government crypto theft case • $282M Bitcoin + Litecoin social engineering theft • Axiom Exchange employee allegations involving @WheresBroox 2025 • $330M Bitcoin theft • BitoEx undisclosed $11.5M hack • CryptoBeastReal ~$11M token dump • $91M Bitcoin social engineering theft • @MEXC_Official hidden controller "Tony" investigation • @BNBCHAIN exploit investigation 2024 • North Korean IT workers infiltrating crypto teams • $243M Genesis creditor theft tied to @GenesisTrading, 12 arrested • $28M @Bittensor hack • @CoinbaseSupport impersonation case involving "Ronald Spektor" • @coinbase data breach + insider bribery allegations 2023 • Loyalist scam, ~$4M from 400+ victims • Lazarus Group laundering ~$200M across 25+ hacks 2022 • @machibigbrother / Jeff Huang case • Canadian teen SIM swap case, Cameron Redman, ~$37M • Large Discord + Twitter phishing rings • $5M phishing case tied to "Elliot" The Axiom allegations stand out the most. An employee reportedly used internal tools to identify users and track wallets. The scary part is the access he had. Industry standards need to improve or else this will keep happening.

Trading a bit on @OverlayProtocol this week, as a part of their Funded Trader Program. TL;DR: – You show you're a good trader – If approved, you get funded – Once you get funded, you keep 80% of profits It's a pretty cool challenge for exotic perps, so I decided to give it a try. Btw, the "double or nothing" markets are 100% not for me, luck is never on my side, so I'm sticking to something more classic. NFA, DYOR. I'm a very bad trader, so don't try to copy my positions haha.

Bitcoin is down -42% since last time Eric Trump advised everyone to buy the dip. twitter.com/stacy_muur/status/...

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