Stacy in Dataland (´⊙~⊙`)

Stacy in Dataland (´⊙~⊙`)

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Stacy in Dataland (´⊙~⊙`)

Sky printed roughly $340M in revenue in 2025, putting the DAO in the top tier of crypto earners. At the same time, USDS transfer volume jumped ~400% YoY, hitting ~$260B in Q4. That’s usage scaling, not just fees.

Stacy in Dataland (´⊙~⊙`)

Maple now sits on $2B+ in stablecoin deposits. That capital is earning yield directly from institutional borrowers.

Stacy in Dataland (´⊙~⊙`)

Ethereum scaling is actually doing its job now. Usage keeps climbing while network footprint shrinks — post-Fusaka, L1 and L2 activity flipped from lockstep to inverse (r ≈ −0.67). That’s what breaking the congestion tradeoff looks like.

Stacy in Dataland (´⊙~⊙`)

Bitcoin just slipped below its True Market Mean for the first time in 2.5 years. Last time that happened, BTC was trading around $29K. Context matters.

Stacy in Dataland (´⊙~⊙`)

A new weekly research I hope you've been waiting for ↓ General ➖ Galaxy: Crypto M&A Insights ➖ Galaxy: Weekly Top Stories - 01/30/26 Market ➖ CoinShares: Crypto market structure legislation (CLARITY Act): what it is, where it stands, and why it matters ➖ CoinShares: Market update - January 30th, 2026 ➖ CoinShares: Equities update | January 30th 2026 ➖ CoinShares: The liquidity lens: lessons from 2025 and a look ahead ➖ CoinShares: Digital asset fund flows | February 2nd, 2026 ➖ CoinGecko: Market Share of Centralized Crypto Exchanges, by Trading Volume ➖ Binance: Weekly: Dollar in Freefall, Bitcoin Mining Stocks Rise ➖ Glassnode: Stress Builds Below Resistance ➖ Glassnode: BTC Market Pulse: Week 6 ➖ Galaxy: Fed Pause, Gold Surges, and Macro Volatility Blockchains & networks ➖ Cryptorank: The State of TRON H2 2025: Stablecoin Settlement at Scale Amid Rising Competition Tokens & currencies ➖ 4pillars: KNTQ Thesis: 17x, Heavily Coded ➖ The Defiant: Ethereum Supply Tightens With 45% of ETH Locked: Sygnum ➖ Galaxy: Bitcoin Drawdown Nears 40%; Weakness Suggests Lower Prices Coming

Stacy in Dataland (´⊙~⊙`)

Tokenized real estate sits at ~$392M across 58 properties, and it’s highly concentrated. The US and UAE make up nearly 80% of value, while just three platforms control 74% of the market. Growth is narrow too: Polygon and Solana are the only chains still expanding.

Stacy in Dataland (´⊙~⊙`)

Perps liquidity is clustering fast. Hyperliquid, Aster, and edgeX are soaking up most of the action amid metals volatility, with Lighter trailing close behind. HIP-3 fees alone are printing $3-4M+ on strong days for Hyperliquid.

Stacy in Dataland (´⊙~⊙`)

Prediction markets are already an oligopoly. Kalshi, Opinion, and Polymarket control ~96% of volume, while everyone else fights over scraps, and users concentrate even harder than volume. Polymarket stands out with ~2M all-time users, which explains a lot.

Stacy in Dataland (´⊙~⊙`)

Liquid staking is no longer a one-horse race. Competing LSTs absorbed ~4.5M ETH — nearly 30% of new stake — while Lido’s share slid from ~90% to ~65%. Distribution is finally happening.

Stacy in Dataland (´⊙~⊙`)

Base lending yields finally normalized. As capital flowed in, the old 2–3% USDC premium compressed to ~50bps, pulling rates back in line with Ethereum. Liquidity does what liquidity always does.

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