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# ![@stacy_muur Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1562768344725344256.png) @stacy_muur Stacy Muur

Stacy Muur is currently facing trust issues with their stablecoin project, $stbl, which has led to a decline in its narrative and market performance. The team has been accused of insider selling, and perception issues have arisen, causing the project's credibility to decay. To regain trust, the team is considering increased transparency and execution.

### Engagements: XXXXXX [#](/creator/twitter::1562768344725344256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562768344725344256/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +47%
- X Year XXXXXXXXXX +50%

### Mentions: XX [#](/creator/twitter::1562768344725344256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562768344725344256/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +44%
- X Year XXXXX +15%

### Followers: XXXXXX [#](/creator/twitter::1562768344725344256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562768344725344256/c:line/m:followers.svg)

- X Week XXXXXX +0.26%
- X Month XXXXXX +1.90%
- X Months XXXXXX +15%
- X Year XXXXXX +33%

### CreatorRank: XXXXXXX [#](/creator/twitter::1562768344725344256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1562768344725344256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #2502 [exchanges](/list/exchanges)  #586 [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[defi](/topic/defi) #184, [crypto](/topic/crypto) #2149, [the first](/topic/the-first) #3238, [ai](/topic/ai) 3.85%, [token](/topic/token) 3.21%, [liquidity](/topic/liquidity) #1128, [rwa](/topic/rwa) #461, [ethereum](/topic/ethereum) #384, [stablecoins](/topic/stablecoins) #96, [polymarket](/topic/polymarket) XXXX%

**Top accounts mentioned or mentioned by**
[@dydx](/creator/undefined) [@hyperliquidx](/creator/undefined) [@bybitofficial](/creator/undefined) [@almanak](/creator/undefined) [@polymarket](/creator/undefined) [@tokenterminal](/creator/undefined) [@coinbase](/creator/undefined) [@defiwarhol](/creator/undefined) [@streamdefi](/creator/undefined) [@coinmarketcap](/creator/undefined) [@etherfi](/creator/undefined) [@messaricrypto](/creator/undefined) [@zyrorivex](/creator/undefined) [@resolvlabs](/creator/undefined) [@mantleofficial](/creator/undefined) [@kaitoai](/creator/undefined) [@stablewatchhq](/creator/undefined) [@edgexexchange](/creator/undefined) [@lighterxyz](/creator/undefined) [@monad](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Monad (MON)](/topic/monad) [Solana (SOL)](/topic/solana) [Pump.fun (PUMP)](/topic/pumpfun) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [SatoshiVM (SAVM)](/topic/satoshivm) [Elixir deUSD (DEUSD)](/topic/$deusd) [Spark (SPK)](/topic/$spk) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) [Shopify Inc (SHOP)](/topic/$shop)
### Top Social Posts
Top posts by engagements in the last XX hours

"Remember @satoshivm"  
[X Link](https://x.com/stacy_muur/status/1952741964941836356)  2025-08-05T14:42Z 73.3K followers, 7208 engagements


"Don't stop yapping. I know many creators who have earned great rewards from @arbitrum like @Deebs_DeFi and @Defi_Warhol. None of them shilled. They both produced high-value organic content charts data highlights and summaries of notable events. This is what it means to be a yapper. Happy new season to you all"  
[X Link](https://x.com/stacy_muur/status/1976299870861574309)  2025-10-09T14:53Z 73.3K followers, 29.4K engagements


"Yes I had xUSD in my stablecoin portfolio. Yes my heavy diversification saved me from extreme losses. And yes I can't withdraw from @StreamDefi or @SiloFinance's xUSD/USDC lending market. This event also imposes major structural risks on $deUSD. Here's my analysis of the event that led to $285M estimated debt across 7+ blockchain networks"  
[X Link](https://x.com/stacy_muur/status/1985993812322472127)  2025-11-05T08:53Z 73.3K followers, 30.8K engagements


"Which products plugged into @arc still dont have a token Heres the lineup  @rainbowdotme - Ethereum wallet focused on UX and NFT flows. @ZenGo - Keyless MPC wallet built around secure recovery. @ready_co - Social-recovery smart wallet with built-in DeFi tooling. @phantom - Multi-chain wallet for Solana + EVM with no token yet. @exodus - Consumer wallet with multi-asset support; still tokenless"  
[X Link](https://x.com/stacy_muur/status/1991023169013231728)  2025-11-19T05:58Z 73.3K followers, 9112 engagements


"xUSD is not the only one who's rekt. Map of dead stablecoins with X% 7-Day APY. Pulled from @stablewatchHQ. ✦ smsUSD by @Main_St_Finance Delta-neutral options arb for crypto assets. TVL $1.71M All-Time YPO -$780.23k Last YPO Oct 24: -$923.96k Reason: Yield strategy fails; vault permanently shut down. Yield stopped indefinitely amid deficit repair & shift to new MSY/MSMM vaults. ✦ sdeUSD @elixir Decentralized RWA gateway stable pegged to USD. TVL $X All-Time YPO $6.64M Last YPO Nov 6: $8.9k Reason: Fully nuked by Stream's $93M blow-up (65% backing stuck). deUSD to $XXXX sdeUSD to $XXXX Elixir"  
[X Link](https://x.com/stacy_muur/status/1991147225184084358)  2025-11-19T14:11Z 73.3K followers, 16K engagements


"Perp DEX tier list S tier: - @HyperliquidX - @edgeX_exchange A tier: - @Lighter_xyz - @variational_io - @extendedapp - @dYdX B tier: - @pacifica_fi - @reya_xyz - @GMX_IO C tier: - @hibachi_xyz - @Aster_DEX D tier: - @OfficialApeXdex Discuss"  
[X Link](https://x.com/stacy_muur/status/1992586960536527039)  2025-11-23T13:32Z 73.3K followers, 68.8K engagements


"Am I the only person who feels that @Kalshi's spot DEX transaction pattern looks strange"  
[X Link](https://x.com/stacy_muur/status/1993999029383156204)  2025-11-27T11:03Z 73.3K followers, 7575 engagements


"Next week is stacked: Ethereums biggest upgrade in years $450M+ unlocks Privacy L2 price discovery Prps L2 launches and ETF/policy catalysts all colliding at once. Here are the XX events Im tracking"  
[X Link](https://x.com/stacy_muur/status/1994432375506542832)  2025-11-28T15:45Z 73.3K followers, 7890 engagements


"Monad's paperhand counter Almost XX% are out"  
[X Link](https://x.com/stacy_muur/status/1994481192771686510)  2025-11-28T18:59Z 73.3K followers, 11.9K engagements


"Airdrop value snapshot for @monad  40%: $XXX 32.8%: $XXX $XXX 15%:$625 $1250 6%: $1250 $2500 6%: $2500+ Where are you"  
[X Link](https://x.com/stacy_muur/status/1994700131548237834)  2025-11-29T09:29Z 73.3K followers, 12.8K engagements


"Btw: November has been the month with the highest amount raised in token sales over the past two years"  
[X Link](https://x.com/stacy_muur/status/1995042135201157600)  2025-11-30T08:08Z 73.4K followers, 11K engagements


"Who are these XXX guys who claimed $1M Monad I guess @Deebs_DeFi is one. Who else"  
[X Link](https://x.com/stacy_muur/status/1995121158434480608)  2025-11-30T13:22Z 73.3K followers, 12.4K engagements


"Icymi it's no longer Polymarket vs. Kalshi. It's @Polymarket vs. @Kalshi vs. @opinionlabsxyz"  
[X Link](https://x.com/stacy_muur/status/1995911365069054388)  2025-12-02T17:42Z 73.3K followers, 8195 engagements


"Oh this is ultra cool. First time I see an experiment with CT community polls to choose a protocol of the year. . and a grand prize of an opinion leader becoming brand ambassador for X year. My XX nominations: @HyperliquidX @SentientAGI @almanak @edgeX_exchange @KaitoAI @legiondotcc @Lighter_xyz @Pumpfun @monad @Polymarket Discuss. PS: Looking forward for this poll series will be supporting @Defi_Warhol here"  
[X Link](https://x.com/stacy_muur/status/1996910126197100830)  2025-12-05T11:50Z 73.3K followers, 9046 engagements


"3 main progress insights from @MessariCrypto's research on @Talus_Labs X Nexus solves the core failure of early agent systems: trust & accountability Today XX% of agent outputs are still wrong and the entire workflow (including private keys) sits in centralized servers. Nexus makes agent actions transparent permissioned and verifiable via smart contracts. X Talus Funding + ecosystem support signal institutional conviction Talus raised $10M+ led by Polychain with strategic backing from Sui Foundation and Mysten Labs Walrus Protocol. This isnt AI meme coin capital; its infra funding. X Early"  
[X Link](https://x.com/stacy_muur/status/1996937360043659554)  2025-12-05T13:39Z 73.3K followers, 7287 engagements


"This is one of the most thoughtful incentive designs weve seen lately. Culturally this is @almanak trying to rewrite the TGE meta. It turns holding into a coordination game. More pledgers larger reward pools stronger launch environment higher Points Season upside. This is Schelling-point design: people act because they believe others will too. And like any reflexive system its strength depends entirely on the collective follow-through. All eyes here"  
[X Link](https://x.com/stacy_muur/status/1996963024612266416)  2025-12-05T15:21Z 73.3K followers, 7847 engagements


"Imo the real unlock in @ArchNtwrk isnt smart contracts on Bitcoin. Its distributed signing + deterministic coordination. eBPF VM for parallel execution FROST/ROAST for majority-controlled signatures and atomic settlement back to L1 = multiparty finance without a custodian. This is the first model that lets Bitcoin apps behave like financial systems not static scripts. Watching Arch closely"  
[X Link](https://x.com/stacy_muur/status/1997355108695498808)  2025-12-06T17:19Z 73.3K followers, 8078 engagements


"I think Polymarket might have a real shot of being the first trillion dollar crypto company"  
[X Link](https://x.com/stacy_muur/status/1997600476209299713)  2025-12-07T09:34Z 73.3K followers, 8318 engagements


"Introducing Muur's Research Hub A valuable resource featuring top-grade Web3 research from @BinanceResearch @MessariCrypto @FourPillarsFP @CoinMarketCap @coingecko @coinbase @cryptocom and many others. New research added weekly. Link below"  
[X Link](https://x.com/stacy_muur/status/1772203047135199344)  2024-03-25T10:05Z 73.4K followers, 335.5K engagements


"$SPK has $6B in TVL. Its market cap $107M. Thats a XXXXXX MC/TVL ratio. Ultra low even for DeFi. Why @sparkdotfi is a sleeping giant Product report"  
[X Link](https://x.com/stacy_muur/status/1955276111971258858)  2025-08-12T14:32Z 73.4K followers, 29.1K engagements


"Top yield-bearing stables by 90d supply change X @SkyEcosystem's sUSDs X @maplefinance's syrupUSDT X @m0's M X @BlackRock's BUIDL X @Hashnote_Labs's USYC X @maplefinance's syrupUSDC X @SuperstateInc's USTB X @OndoFinance's OUSG X @ethena_labs's sUSDe X X @OndoFinance's USDY"  
[X Link](https://x.com/stacy_muur/status/1985968099284394120)  2025-11-05T07:11Z 73.4K followers, 13.7K engagements


"Good list but CEXs now face huge competition from neobanks D-tier and below are hardly competitive @Bybit_Official deserves S tier imo @coinbase has the best median listing ROI YTD (still XXX though) Out of XX listings in 2025 @binance only had X that were positive ROI"  
[X Link](https://x.com/stacy_muur/status/1995790601565208713)  2025-12-02T09:42Z 73.4K followers, 12.5K engagements


"Biggest narrative shift by year: 2020: DeFi Summer (yield farming mania) 2021: NFT PFPs (apes fundamentals) 2022: Bear Market Builders (real utility emerges) 2023: Ordinals & Bitcoin DeFi (BTC wakes up) 2024: AI Agents & Onchain Inference (crypto x AI) 2025: ___________"  
[X Link](https://x.com/stacy_muur/status/1996848016347771115)  2025-12-05T07:44Z 73.4K followers, 26.6K engagements


"The 4-year cycle was never the engine. Heres where I agree: Selling now because post-halving years always top is textbook exit-liquidity behavior. Liquidity is turning QT is ending PMI is lifting this is normally the beginning of the big move not the end. Heres where I disagree: The 4-year cycle isnt a lie but its also not predictive. It only worked because liquidity peaked on similar timelines. If liquidity keeps rising here the cycle top crowd will be selling the bottom again. Cycles dont pump your bags. Liquidity does. And right now liquidity is the bullish catalyst people arent pricing"  
[X Link](https://x.com/stacy_muur/status/1996873690093609153)  2025-12-05T09:26Z 73.4K followers, 8703 engagements


"2025 in X major themes based on @variantfund's research X Bitcoin + Gold became dual safe havens Gold led risk-off. BTC led liquidity-on. Together they replaced the old BTC vs gold debate with a portfolio pairing. X Stablecoins turned into cryptos financial base layer $300B+ supply embedded into payments (Stripe Shopify cards). X DEXs + Perp DEXs broke out of niche status DEX spot pushing toward XX% share. Perp DEXs hit $1.2T/month and XX% of global futures. Onchain markets are no longer experimental. X Token launches went fully industrialized One-click minting millions of tokens meme spam"  
[X Link](https://x.com/stacy_muur/status/1998001620593070145)  2025-12-08T12:08Z 73.4K followers, 9501 engagements


"A big step for on-chain prop trading. With @foxifytrade integrating directly with the @dYdX Chain funded trading moves from: opaque TradFi prop firms to instant on-chain verifiable capital No evals. No KYC. No payout discretion. This is what permissionless capital markets actually look like"  
[X Link](https://x.com/stacy_muur/status/1998085672897528174)  2025-12-08T17:42Z 73.4K followers, 6753 engagements


"In November @ltvprotocol went live on the Ethereum mainnet $40M+ in TVL The product: Vaults that automatically manage leveraged positions. Early access opening soon for XX NFT holders. Product report"  
[X Link](https://x.com/stacy_muur/status/1998348430150922266)  2025-12-09T11:06Z 73.4K followers, 6472 engagements


"An ultra-early stage find: @deepsense_live TL;DR on what theyre building: A livestream-native prediction platform that expands what prediction markets can do by adding real-time reactions creator insight and live context. It unlocks dormant volume through: real-time sentiment feedback shared narrative formation creator-driven signal discovery trust via visible reactions Key difference: On Deepsense you see whos livestreaming inside each market watch the event unfold and get live creator analysis explaining why price is moving. You dont just see the price but you see what causes the price to"  
[X Link](https://x.com/stacy_muur/status/1998639843249975412)  2025-12-10T06:24Z 73.4K followers, 9894 engagements


"Two-week pre-deposit window on @alturax is now live. Here's what you need to know: This campaign is a clean example of aligned early-user incentives done right: Deposit Open box Get points Upgrade rarity Share Social proof More deposits. Add in: Waitlist users getting boxes for $XX instead of $XXX A visible Early Supporter tag for the first 48h In fact Altura is effectively turning early capital + social signaling into a compounding advantage before the vault even opens. NFA DYOR"  
[X Link](https://x.com/stacy_muur/status/1998714569687281936)  2025-12-10T11:21Z 73.4K followers, 6403 engagements


"Key growth highlights from @OriginProtocol's November report Yield Performance: $OUSD achieved a XXXX% trailing 30-day APY a XXX% MoM increase. Super OETH yield reached XXX% with a XX% increase in circ supply adding 4K ETH ($13.5M). $OETH TVL rose XX% with $29M added. ARM ETH Vault achieved XXX% trailing 30-day APY in its first full month. OGN DAO Treasury Growth: Gained over $1.01M from 770000 unlocked $MORPHO tokens. Convex (CVX) holdings grew XXX% valued at over $1.3M by month-end. New Integrations: Expanded to @SiloFinance @zerolendxyz and @MorphoLabs. Good traction More info"  
[X Link](https://x.com/stacy_muur/status/1864732973012308425)  2024-12-05T18:06Z 73.4K followers, 9590 engagements


"In the ranking of treasuries there are @golemproject and @feiprotocol as top-10 and top-11. Almost $800M combined. $GOLEM at $266M mc. $FEI (stablecoin) at $3.5M mc. There's something wrong with this space fr"  
[X Link](https://x.com/stacy_muur/status/1952008074820239755)  2025-08-03T14:06Z 73.4K followers, 8549 engagements


"Meanwhile I keep growing my stablecoin yield portfolio. Lots of tokenless protocols with high APR + airdrop potential added recently. Need more ideas. Send them"  
[X Link](https://x.com/stacy_muur/status/1985752684604064080)  2025-11-04T16:55Z 73.4K followers, 147.9K engagements


"Btw I also think that the xUSD incident will push insurance demand Protocols with insurance mechanisms will gain market share Nexus Mutual InsurAce coverage for DeFi positions Protocols with reserve funds (like Yuzu Money) will be favored Just X cents"  
[X Link](https://x.com/stacy_muur/status/1987593546099269655)  2025-11-09T18:50Z 73.4K followers, 15.3K engagements


"Meanwhile @Bybit_Official is actively growing its market share. Very bullish setup for $MNT"  
[X Link](https://x.com/stacy_muur/status/1988582586990710894)  2025-11-12T12:20Z 73.4K followers, 7204 engagements


"The interesting part here isnt just the numbers its the architecture. A curatorless x12 leveraged wstETH/ETH vault moving $14M+ TVL already is a real stress-test of automated leverage management. No human curators no manual rebalancing no Discord risk managers. If this remains stable through Phase X (42 NFT group) Phase X (permissionless) @ltvprotocol becomes the first real example of fully automated leverage infra operating at multi-million scale. Feels like an early glimpse of autonomous DeFi vaults actually working in production. Watching this closely"  
[X Link](https://x.com/stacy_muur/status/1992912839804391625)  2025-11-24T11:07Z 73.4K followers, 7240 engagements


"There's a spike in @friendtech trading volume +2K% in X month. At $400K in Nov now. (Still nothing compared to what it had a few years ago) Tbh I thought they were rip Data: @tokenterminal"  
[X Link](https://x.com/stacy_muur/status/1993923769719771558)  2025-11-27T06:04Z 73.4K followers, 7127 engagements


"Biggest WTF moment by year: 2020 - SushiSwap vampire attack on Uniswap 2021 - Constitution DAO raised $47M in XX hours 2022 - Do Kwon went on the run (still missing) 2023 - Binance paid $4.3B fine CZ stepped down 2024 - Trump launched a memecoin 2025 - ___________"  
[X Link](https://x.com/stacy_muur/status/1994293949050265888)  2025-11-28T06:35Z 73.4K followers, 74.5K engagements


"In case you still think that CEX listings are a bullish catalyst"  
[X Link](https://x.com/stacy_muur/status/1994658109495939282)  2025-11-29T06:42Z 73.4K followers, 33.3K engagements


"Key trends in Web3 revenue streams: @goldfinch_fi +320% $120K 30d revenue @BendDAO +83% $228K 30d revenue @SuperstateInc +46% $446K 30d revenue @TornadoCash +20% $684K 30d revenue Protocols that earn $10M monthly  @phantom $11M @AerodromeFi $11M @aave $12M @AxiomExchange $20M @ethena_labs $30M @Pumpfun $30M @PancakeSwap $31M @HyperliquidX $94M @circle $210M @trondao $212M @Tether_to $442M Yes. No Ethereum. Ethereum at $8.9M only. Data: @tokenterminal"  
[X Link](https://x.com/stacy_muur/status/1994803313632821316)  2025-11-29T16:19Z 73.4K followers, 11.7K engagements


"November marked the moment @Arciums narrative began turning into something tangible. Apps live infra hardened real usage emerging. Heres your November recap"  
[X Link](https://x.com/stacy_muur/status/1995095519417524676)  2025-11-30T11:40Z 73.4K followers, 5764 engagements


"RWA capital flows show a clear rotation happening across chains (via @RWA_xyz ) The 30-day picture: 📈 BNB Chain: +$854M (leading) 📈 Solana: +$131M 📉 Ethereum: -$385M 📉 Avalanche: -$257M But zoom out to X year: 📈 Ethereum: +$7.7B (crushes everyone) 📈 BNB Chain: +$1.6B 📈 Arbitrum: +$899M 📈 Avalanche: +$779M 📈 Solana: +$608M What's happening: Ethereum - Recent outflows (-$385M in 30d) but completely dominates long-term with $7.7B in yearly inflows. Still holds XX% of all RWA assets ($12B). BNB Chain - The most consistent performer. Strong across every timeframe with accelerating"  
[X Link](https://x.com/stacy_muur/status/1995174256301543607)  2025-11-30T16:53Z 73.4K followers, 8996 engagements


"Top launchpads by avg ROI + data on ATH ROI. Discuss"  
[X Link](https://x.com/stacy_muur/status/1995402769638084968)  2025-12-01T08:01Z 73.4K followers, 7666 engagements


"The history of Metamask in-wallet trading volume. So much power. . lost to such poor UX"  
[X Link](https://x.com/stacy_muur/status/1995500931073634382)  2025-12-01T14:31Z 73.4K followers, 7996 engagements


"Added @pactfinance to my watchlist this week. Reasoning PACT is the #1 multi-asset RWA issuer on @Aptos. Yes Aptos isnt the headline chain for most DeFi users but the architecture fits: low fees fast finality stable UX for institutions. But the more interesting story is the data: 22M txns 1M wallets $600M active loans $1.9B structured through their infra If tokenized credit is the long-term RWA category winner (and I think it is) the infra PACT is built is becoming a core part of that stack"  
[X Link](https://x.com/stacy_muur/status/1995579429154959408)  2025-12-01T19:43Z 73.4K followers, 7830 engagements


"Every team with investor obligations to release the token before the year's end"  
[X Link](https://x.com/stacy_muur/status/1995735713422413938)  2025-12-02T06:04Z 73.4K followers, 5661 engagements


"Tokenized RWA reached $36.1B across 554K holders. Private Credit dominates at $18.8B (52%) followed by US Treasury Debt at $9.2B (26%). Together they make up about XX% of the market. Private Credit: Institutional lending markets now accessible with fractional ownership instead of $1M+ minimums US Treasuries: Government bonds trading 24/7 onchain with instant settlement 554K holders shows growing demand for yield-generating assets backed by real-world cash flows Traditional finance choosing blockchain for efficiency gains over legacy infrastructure"  
[X Link](https://x.com/stacy_muur/status/1995814229178548533)  2025-12-02T11:16Z 73.4K followers, 8482 engagements


"There's a chart on @glassnode showing Entity-Adjusted Realized Loss. It's now climbing to $403.4M per day. Confidence in the uptrend: Wasted. Are you still risk on"  
[X Link](https://x.com/stacy_muur/status/1996100109680120262)  2025-12-03T06:12Z 73.4K followers, 6457 engagements


"If you're into the referral business I think @dYdX is offering some of the fattest terms on the market now There are two concurrent programs targeting two different segments: Whale Edition: rewards based on high-value flows Growth Booster: rewards based on user growth + retention not just raw volume No surprise its already crossed $1.2B in tracked volume with almost $300K paid out"  
[X Link](https://x.com/stacy_muur/status/1996252618117853319)  2025-12-03T16:18Z 73.3K followers, 6019 engagements


"Gulf governments are spending billions on digital infra. But they can't use existing L2s. The missing piece has always a lack of purpose-built chain tailored to institutional needs rather than adapting DeFi systems. @ADIChain_ is the first L2 solution in the MENA region designed specifically for stablecoin settlement and RWA. It is set to support the infrastructure for the FAB and IHC UAE Central Bank-regulated dirham stablecoin at mainnet launch. With over XX government and enterprise integrations already in the pipeline this initiative is shaping up to be a regional endeavor for a"  
[X Link](https://x.com/stacy_muur/status/1996278521577218554)  2025-12-03T18:01Z 73.4K followers, 7627 engagements


"Btw: @paradex XP is trading at 10x FDV/FCF (implying a $200M valuation) while Hyperliquid trades closer to 25x. Paradexs core edge: retail gets better prices than professionals the opposite of how most crypto exchanges work. They already generate $19M annualized revenue via PFOF where market makers pay for access to curated predictable retail flow. So either: Paradexs model is truly worth XX% less than Hyperliquids or The market hasnt priced in the microstructure advantage Paradex is building. If crypto evolves like TradFi where curated flow and better retail pricing are standard then todays"  
[X Link](https://x.com/stacy_muur/status/1996464512090919298)  2025-12-04T06:20Z 73.4K followers, 6339 engagements


"There's a protocol showing very strong TVL growth that is just at 2K followers on X. My new find: @ltvprotocol (Don't forget that I gave you Falcon INFINIT Terminal and many more before they got popular) Less than X month on the mainnet LTV already has $40M in leveraged TVL. This is the first case of a fully automated curatorless leverage with constant LTV management deployed on Ethereum mainnet. PS: Next stage opens soon for XX NFT holders (42% points boost): If youre tracking new infra-level vault designs this launch is worth following"  
[X Link](https://x.com/stacy_muur/status/1996509055691690448)  2025-12-04T09:17Z 73.3K followers, 5898 engagements


"Hmm this is interesting @wardenprotocol is taking a step toward retail quant infrastructure: Messari Signals integrated directly Hyperliquid perps + tokenized equities in the same terminal Agents that contextualize data + surface trade ideas Execution embedded inside the research environment In fact: Terminal = the highest-frequency touchpoint. Agents = the automation layer. Signals = the reasoning layer. Execution = direct via Hyperliquid"  
[X Link](https://x.com/stacy_muur/status/1996660282735972596)  2025-12-04T19:18Z 73.4K followers, 8135 engagements


"Major events to watch next week: Dec XXX X @stable Mainnet (Dec 8) The Tether-backed stablecoin L1 goes live watch stable inflows fee-vault yields and early CEX liquidity. X @megaeth Mainnet Launch (Early December) The real-time ETH L2 hits mainnet; $500M+ pre-deposits make it the weeks top high-performance infra trade. X @MidnightNtwrk ($NIGHT) Redemption (Dec 10) Cardanos privacy chain opens claims for 4.5B tokens; staking uptake will signal whether ADAs DeFi pivot has legs. X $WET TGE @humidifi @JupiterExchange (HumidiFi/Jupiter) - First native perps DEX sale via Jupiters DTF. X @Celo"  
[X Link](https://x.com/stacy_muur/status/1996990729877594315)  2025-12-05T17:11Z 73.4K followers, 10.6K engagements


"Were entering a strange era where: CEX = DeFi DeFi = AI AI = your new portfolio manager"  
[X Link](https://x.com/stacy_muur/status/1997015117687574620)  2025-12-05T18:48Z 73.4K followers, 10.7K engagements


"Btw @Polymarket is now pricing a XX% chance of a Fed rate cut on Dec XX. For crypto this is a macro toggle for how the entire market trades into 2026. Since the Oct XX washout BTC has traded like a confused high-beta macro asset: first down XX% to $80K now back to $93K while total crypto mcap fell 4%. Sentiment flipped from this was supposed to be the bull year to pure indecision. A cut is the next clean catalyst and if the Fed delivers XX bps the transmission into crypto likely runs through three channels: X Cheaper liquidity Lower front-end rates reduce the opportunity cost of holding"  
[X Link](https://x.com/stacy_muur/status/1997294730917662835)  2025-12-06T13:19Z 73.4K followers, 6981 engagements


"I do think that prediction markets are the most accurate barometer for understanding expectations. Pure alpha"  
[X Link](https://x.com/stacy_muur/status/1997628432700842225)  2025-12-07T11:25Z 73.4K followers, 7735 engagements


"People find BTC at $70K just as likely as BTC at $115K. Less than XX% now expect it to reach $100K. Which side are you on anon"  
[X Link](https://x.com/stacy_muur/status/1997702421196501308)  2025-12-07T16:19Z 73.4K followers, 7184 engagements


"Tough choice here. Voted for @Mantle_Official as it was the best bag pumper for me this year. But they all deserve an award tbh"  
[X Link](https://x.com/stacy_muur/status/1997890281392509056)  2025-12-08T04:45Z 73.4K followers, 7258 engagements


"This is why most alts feel dead: BTC up total cap up Top 50/100 barely moved. Then pullback small caps dump harder. Classic risk-off inside a bull market"  
[X Link](https://x.com/stacy_muur/status/1997975699790151926)  2025-12-08T10:25Z 73.4K followers, 9450 engagements


"Bitcoin has the settlement guarantees + liquidity to underpin a real global economy. But not the programmability to use that capital productively. Thats the missing piece. @ArchNtwrk adds a programmable layer that can evaluate conditions coordinate multiparty actions and still settle natively on Bitcoin. Savings credit structured payouts automated strategies all secured by Bitcoins validation model. If BTC is ever to become working capital not just reserve capital this is the path"  
[X Link](https://x.com/stacy_muur/status/1998026792561754554)  2025-12-08T13:48Z 73.4K followers, 6160 engagements


"The thesis: X stablecoin bank that never breaks 1000 fragile neobanks. Discuss"  
[X Link](https://x.com/stacy_muur/status/1998050944035291219)  2025-12-08T15:24Z 73.4K followers, 13.8K engagements


"Technical setup: ERC-4626 vaults managing leveraged positions across lending protocols like Aave and Morpho Every time someone deposits or withdraws the vault calculates the optimal collateral-to-borrow ratio and uses auctions to rebalance back to the target LTV"  
[X Link](https://x.com/stacy_muur/status/1998348459188146686)  2025-12-09T11:06Z 73.4K followers, XXX engagements


"Live metrics right now: $40M+ leveraged TVL (10489.81 wstETH) $3.3M+ deposited TVL (1068.27 WETH) Everything is audited and open source. The full mathematical model and smart contracts are published on GitHub"  
[X Link](https://x.com/stacy_muur/status/1998348475399106607)  2025-12-09T11:06Z 73.4K followers, 3757 engagements


"If you want to test an on-chain bank that actually feels neobank-level Solid is my new recommendation"  
[X Link](https://x.com/stacy_muur/status/1998372604223348832)  2025-12-09T12:42Z 73.4K followers, XXX engagements


"Memecoin season is over. Speculators need a new game @TalusNetwork launched @idoldotfun - betting on AI agent competitions instead of tokens. It's called Agent vs Agent (AvA) Markets. In short: AI agents compete in transparent onchain battles. Users bet on outcomes through prediction markets. Everything settles onchain with verifiable rules. No rug pulls no insider manipulation just provably fair games. Since testnet 10K+ participants 54K+ AI responses generated $50K in incentives. Imo numbers look solid but this was heavily incentivized testnet activity. The real question is whether people"  
[X Link](https://x.com/stacy_muur/status/1998301345280151732)  2025-12-09T07:59Z 73.4K followers, 5846 engagements


"Heres why I think @SuiNetwork is one of the biggest infra bets for 2026 and beyond X Most L1s compete on throughput. Sui is competing on architecture. Thats a deeper moat than TPS charts. X Sui quietly solved something most chains still fake: base-layer orderbooks at scale. DeepBook + unified margin = real CLOB microstructure on-chain not just glued on via app-layer abstractions. Thats a prerequisite for serious perps not a nice-to-have. X BTCfi is becoming a real growth engine not a narrative. Zero-trust signatures validator-anchored BTC rails and institutional-grade interoperability point"  
[X Link](https://x.com/stacy_muur/status/1998740239360401496)  2025-12-10T13:03Z 73.4K followers, 28.1K engagements


"x402 Alignment map: Key players to watch The x402 protocol experienced a 10780% surge in transactions over one week in October 2025 processing nearly 500000 payments. Before x402: AI agents needed API keys (security risk) Subscription models (inefficient for sporadic use) Manual payment setup (kills automation) Credit cards (friction fees geographic limits) After x402: AI agents pay autonomously with stablecoins (USDC) Pay-per-request model (perfect for micropayments) Zero manual intervention (true automation) Internet-native (works globally near-zero fees) Why this is bigger than it looks:"  
[X Link](https://x.com/stacy_muur/status/1983151074753294438)  2025-10-28T12:37Z 73.4K followers, 43.1K engagements


"Attention list for yield-bearing stables (heavy 7d TVL outflows) xUSD -XXX% depegged deUSD -XXX% depegged csUSDL -XX% (Paxos winds down USDL withdraw before Dec 6) USDx -XX% depegged yUSD by @GetYieldFi -XX% still stable srUSD by @reservoir_xyz -XXXX% still stable sdUSD by @dTRINITY_DeFi -XX% still stable mTBILL by @MidasRWA -XX% stable yUTY by @xsy_fi -XX% stable mEDGE on @MidasRWA -XX% stable mMEV on @MidasRWA -XX% stable savUSD on @avantprotocol -XX% stable USD3 by @reserveprotocol -XX% stable Data source: @stablewatchHQ"  
[X Link](https://x.com/stacy_muur/status/1987194179370557562)  2025-11-08T16:23Z 73.4K followers, 105.8K engagements


"The more I look at Theoriq the more its clear that AlphaVault is the real core product not just a yield vault. v1 a live low-risk stETH pilot. v2 a policy-bound ERC-4626 vault-of-vaults with an Allocator Agent routing ETH across multiple strategies based on risk/EV plus an incentivized TVL campaign. If it works AlphaVault v2 is the moment Theoriq stops being just an AI narrative play and starts behaving like real onchain asset management infra ahead of $THQ"  
[X Link](https://x.com/stacy_muur/status/1994380772401360969)  2025-11-28T12:20Z 73.4K followers, 7774 engagements


"For people looking beyond the listing candle: $VSN gives: 10%+ APY staking Engage XP airdrop points XX% trading fee discount Launchpad access + XP multipliers coming next PS: @vsntoken is actually the first Arbitrum token to enter Alpha. Backed by one of Europes biggest regulated fintechs. NFA DYOR"  
[X Link](https://x.com/stacy_muur/status/1994407453254111565)  2025-11-28T14:06Z 73.4K followers, 6221 engagements


"💳 Crypto cards reached $406M in volume in November. The leaders in terms of volume were: @raincards ($240M) @RedotPay ($91M) and @ether_fi Cash ($36M). The leaders in terms of rapid growth were: @raincards $196M $240M (+22%) @ready_co $3.3M $5.2M (+58%) @ether_fi $33M $36M (+9%) @Holyheld $5.4M $5.7M (+6%) Notable declines: @RedotPay $100M $91M (-9%) @Cypher_HQ_ $23M $20M (-13%) @MetaMask $3.3M $2.3M (-30%) Total: $380M $406M (+7%)"  
[X Link](https://x.com/stacy_muur/status/1996226192014451003)  2025-12-03T14:33Z 73.4K followers, 49.8K engagements


"Mega list of tools for daily research X Market Overview + ETF Netflows + Supply & Profitability Cohorts @CoinMarketCap - Market cap dominance sentiment ETF flows @coinglass_com - Liquidations funding OI long/short corporate BTC treasuries @glassnode - On-chain cohort behavior realized price ETF cohort activity @SentoraHQ - Holder cohorts + netflow shifts @artemis__xyz - Mint/burn flows + cross-chain asset movements @rwa_xyz - Stablecoin issuer collateral transparency @tokenterminal - Stablecoin holder concentration + issuance pace @Dune - Community dashboards for stablecoin flows @DefiLlama -"  
[X Link](https://x.com/stacy_muur/status/1996533971103146307)  2025-12-04T10:56Z 73.4K followers, 17.1K engagements


"My view: CEXs arent going to zero but their core engine is being eaten alive. X Perps are migrating onchain DEX perps already handle 1015% of global futures volume up 5-6x in two years. Open interest share is compounding even faster. This hits the exact business line (derivatives) that powers 70-80% of CEX revenue. X Onchain execution is good enough now @HyperliquidX @Lighter_xyz @edgeX_exchange etc. are offering spreads depth and latency that look more like mid-tier CEXs. Once custody + execution converge Binance-style moats erode quickly. X Neobanks solved the fiat ramp problem A huge chunk"  
[X Link](https://x.com/stacy_muur/status/1997330953816232151)  2025-12-06T15:43Z 73.4K followers, 14.7K engagements


"Yay @Delphi_Digital just dropped a report on @pactfinance (bullish showcase for PACT for sure). Important: Delphi isnt saying PACT is another RWA token. Theyre saying: On-chain credit needs new primitives not wrappers Distribution dashboards Automation tokenization Real-time enforcement quarterly reporting Thats a structural thesis shift for RWAs. PACT solves this with: Loans that are native on-chain primitives (NFTs) Facilities that are programmable Waterfalls that settle continuously not monthly Enforcement that is code not committees Good"  
[X Link](https://x.com/stacy_muur/status/1998275677024550966)  2025-12-09T06:17Z 73.4K followers, 7534 engagements


"A new good neobank on my radar that earns passively @SolidYield. The thesis is simple: Most people still earn X% on their stablecoins even though DeFi yields are here across Morpho/Pendle. Solid's approach: your balance earns automatically in the background and you can spend it anywhere via a Visa card gasless and self-custodial. Plus a good ref as a strong GTM in place: You earn X% of your referees spend + XX% of their Points continuously not one-time"  
[X Link](https://x.com/stacy_muur/status/1998372591099318412)  2025-12-09T12:42Z 73.4K followers, 7448 engagements


"Some speculation on @almanak's TGE & airdrop value ✦ Conservative Scenario: $100M$200M FDV ✦ Moderate Scenario: $200M$500M FDV ✦ Bullish Scenario: $500M$1B FDV Discuss"  
[X Link](https://x.com/stacy_muur/status/1998395487544889780)  2025-12-09T14:13Z 73.4K followers, 6428 engagements


"Great tier-list here Speaking of 7d avg yield: @Neutrl sNUSD XXXXX% @GetYieldFi yUSD XXXXX% @avantprotocol savUSD XXXXX% @USDai_Official sUSDai XXXX% @infiniFi siUSD XXXX% @falconfinance sUSDf XXXX% @maplefinance syrupUSDC XXXX% @protocol_fx fxSAVE XXXX% @ResolvLabs stUSR XXXX% @ethena_labs sUSDe XXXX% @fraxfinance sfrxUSD XXXX% @SkyEcosystem sUSDS XXXX% @OpenEden_X USDO XXXX% @almanak alUSD XXXX% @OndoFinance USDY XXXX% Anything else worth a mention"  
[X Link](https://x.com/stacy_muur/status/1998421639139402171)  2025-12-09T15:57Z 73.4K followers, 27.1K engagements


"UAE sends $45B in remittances per year. Fees: 37%. Settlement: XX days. @ADIChain_ is positioning itself as settlement infrastructure for a regulated dirham stablecoin. If this rail captures even a fraction of that flow: Lower fees Instant settlement 24/7 payments That's a game-changer. Disclosure: This tweet is released in a collaboration with @ADIChain_"  
[X Link](https://x.com/stacy_muur/status/1998447822140743920)  2025-12-09T17:41Z 73.4K followers, 6608 engagements


"Season X quietly proved that light consistent usage actually paid: 5770 users got the airdrop 1.5M $FOLKS distributed XXX $FOLKS average per wallet Even $200$500 of activity for XX weeks cleared eligibility Season X now shifts incentives toward real protocol revenue drivers: interest repayments swaps flash loans. Much harder to game much more aligned"  
[X Link](https://x.com/stacy_muur/status/1998472473990586533)  2025-12-09T19:19Z 73.4K followers, 6908 engagements


"Prediction markets already proved: Crowds price reality better than bookies Open markets surface real probabilities P2P beats house-controlled lines Sports betting is just the last legacy vertical still stuck in: Hidden margins Asymmetric information Winner suppression @GetPredApp is essentially applying prediction market mechanics to sports not by adding crypto but by removing the house as counterparty. Thats the real disruption vector here. Waitlist is open now (codes to be shared with my followers lmk in the commentaries if you need one) NFA DYOR. *Tweet released in a collaboration with"  
[X Link](https://x.com/stacy_muur/status/1998664740210692592)  2025-12-10T08:03Z 73.4K followers, 7704 engagements


"$10M+ in protocol revenue matters more than $10B in TVL. @footballdotfun (now evolving into sport(dot)fun didnt grow on emissions points or narratives. It grew on: Trading fees Paying users Real speculative demand Repeat behavior Thats why the @base launch worked: Memecoin energy + actual economic loop. The result: Top-1 consumer app on Base. And now it has its @legiondotcc moment. Not a big fan of betting / degening in general but revenue never lies so paying attention to the upcoming raise. NFA DYOR"  
[X Link](https://x.com/stacy_muur/status/1998689407227035704)  2025-12-10T09:41Z 73.4K followers, 12.7K engagements


"DeFi TVL Leaderboard: Dec 2024 vs Dec 2025 Who climbed who fell and who disappeared Data from @DefiLlama. Top XX in Dec 2024 Dec 2025 (TVL) Screenshots below for reference. 🟩 Biggest Climbers (same names higher ranks) @sparkdotfi: #12 #5 (+7) @Morpho: #13 #9 (+4) @JupiterExchange: #18 #15 (+3) @binance Staked ETH: #6 #4 (+2) @aave: #2 #1 (+1) @CurveFinance: #19 #18 (+1) 🟥 Biggest Decliners (still top-20 but lower ranks) @Uniswap: #7 #11 (4) @DeFi_JUST: #8 #12 (4) @ether_fi: #4 #6 (2) @ethena_labs: #5 #7 (2) @pendle_fi: #11 #13 (2) @babylonlabs_io: #9 #10 (1) @LidoFinance: #1 #2 (1) New"  
[X Link](https://x.com/stacy_muur/status/1998765681781916118)  2025-12-10T14:44Z 73.4K followers, 4582 engagements