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[@stacy_muur](/creator/twitter/stacy_muur)
"The chart shows how much capital entered or exited each tokenized real-world asset (RWA) over the past XX days. $BUIDL by @Securitize got the most love $371M net inflow. $OUSG by @OndoFinance and $JTRSY by @Centrifuge also had strong inflows around $210M+ and $188M respectively"  
[X Link](https://x.com/stacy_muur/status/1927738687091290418) [@stacy_muur](/creator/x/stacy_muur) 2025-05-28T14:48Z 71.1K followers, 12.2K engagements


"Top DePIN protocols that don't yet have a token (iykyk) ✦ Hardware Abstraction Layer @aphonelabs @RAKwireless @seeedstudio @Raspberry_Pi @arduino ✦ Identity layer @zkPass ✦ AI Layer @togethercompute @gensynai ✦ DeFi4DePIN Layer @_Loxodrome @Quenta_io ✦ Bandwidth @fleek ✦ Digital Resource Layer @ChainstackHQ @polybase_xyz ✦ Physical Resource Layer @HealthBlocks @AYDO_AI @PiPhi_Network @3DOSNetwork @mvlchain @MapMetrics @PowerPod_People ✦ Gov Layer @tallyxyz @SnapshotLabs ✦ Off-chain compute @InferixGPU @Axiom_Space ✦ Connectivity Layer @crankk_io @karrier_one Keep this list handy next airdrop"  
[X Link](https://x.com/stacy_muur/status/1967527848576708839) [@stacy_muur](/creator/x/stacy_muur) 2025-09-15T09:56Z 71.1K followers, 10.4K engagements


"The most popular DeFi products on Ethereum Liquid staking: @LidoFinance @Rocket_Pool Lending @aave @MorphoLabs @compoundfinance RWA @maplefinance @Securitize @tethergold @OndoFinance @Paxos DEX @Uniswap @CurveFinance Restaking @eigenlayer Stablecoin @ethena_labs Liquid Restaking @ether_fi @RenzoProtocol Yield @pendle_fi @ConvexFinance DeFi Capital Allocator @sparkdotfi @veda_labs Are you using all"  
[X Link](https://x.com/stacy_muur/status/1970482788324487662) [@stacy_muur](/creator/x/stacy_muur) 2025-09-23T13:38Z 71.1K followers, 11.2K engagements


"The RWA market is XX% up last month only; already at $33B. Bullish on RWA sector = = Bullish on @OndoFinance = Bullish on @centrifuge = Bullish on @OpenEden_X It's just about the momentum to materialize"  
[X Link](https://x.com/stacy_muur/status/1975267093802328406) [@stacy_muur](/creator/x/stacy_muur) 2025-10-06T18:29Z 71.1K followers, 8648 engagements


"What a great week of research on @a1research__ this time the focus of the CLOB series is @MonacoOnSei. Key takeaways: Speed: Monacos hybrid architecture combines an offchain Rust matching engine with onchain settlement. The result: 525s latency faster than Nasdaqs 50s and nearly 1000x faster than Hyperliquids 200ms. Scalability: Powered by the upcoming @SeiNetwork Giga upgrade (200000+ TPS sub-400ms finality) the system eliminates gas fees for non-settlement actions like order placement or cancellation. Liquidity: Tier X & X market makers are seeding liquidity from day one builders can plug"  
[X Link](https://x.com/stacy_muur/status/1975871306282549756) [@stacy_muur](/creator/x/stacy_muur) 2025-10-08T10:30Z 71.1K followers, 7690 engagements


"My @SentientAGI thesis (short) Sentient raised more than anyone else because they're playing for the biggest prize in human history: AGI. The opportunity: If decentralized AGI works Sentient could be one of the highest FDV companies in Web3 (and beyond). The risk: AGI development might be fundamentally incompatible with decentralization making this an expensive experiment. For investors: This is one of the highest-risk highest-reward play in Crypto AI. For the market: Sentient's $85M raise signals that AGI is no longer science fiction; it's an investable thesis with real capital behind it."  
[X Link](https://x.com/stacy_muur/status/1976629794944299079) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T12:44Z 71.1K followers, 6560 engagements


"Somnia is an EVM chain that can handle over 1000000 tx/sec with sub-second finality. Think of Somnia as the chain for apps that cant afford to lag: games social platforms metaverse worlds or anything that needs millions of users interacting in real time. But the interesting part isnt the numbers; its the kind of apps that finally become possible when lag is no longer a limiter"  
[X Link](https://x.com/stacy_muur/status/1976646458347786362) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T13:50Z 71.1K followers, 1644 engagements


"How does @Somnia_Network stack up against other gaming chains already live and battle-tested Somnia L1 1M+ TPS sub-cent gas NBA + Pixcape early stage Immutable X L2 9k TPS gasless NFTs Illuvium + GOG market leader Ronin Sidechain 300+ TPS Axie + Pixels battle-tested community Somnia = fastest. IMX = most secure. Ronin = most proven"  
[X Link](https://x.com/stacy_muur/status/1976646471241138603) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T13:50Z 71.1K followers, XXX engagements


"Meanwhile on @Plasma: X weeks old $5.8B in stablecoin market cap"  
[X Link](https://x.com/stacy_muur/status/1977405173246165447) [@stacy_muur](/creator/x/stacy_muur) 2025-10-12T16:05Z 71.1K followers, 7060 engagements


"Just finished reading @Delphi_Digital's report on @eigenlayer. Here are the main topics I highlighted Core thesis: EigenLayer is evolving from a restaking protocol into EigenCloud a decentralized verifiable cloud computing layer for crypto and AI applications. It aims to bridge Ethereums trust network with offchain compute and data creating a new paradigm for verifiable applications. The verifiable cloud concept: ✦ Problem: Todays AI and compute infrastructure (AWS OpenAI etc.) is closed unverifiable and centralized. ✦ Solution: EigenCloud enables a verifiable execution environment where"  
[X Link](https://x.com/stacy_muur/status/1978156127155318876) [@stacy_muur](/creator/x/stacy_muur) 2025-10-14T17:49Z 71.1K followers, 7091 engagements


"6/ Institutions havent entered yet Less than XXX% of institutions own ETH today. But the pieces are lining up: Hundreds of thousands of holders in some DATs Bitmine is already one of the most traded US stocks Top XX holding in ARK Invest Index inclusion alone could drive huge passive flows"  
[X Link](https://x.com/stacy_muur/status/1978404843627872414) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T10:17Z 71.1K followers, 1462 engagements


"Remember this post from me Time for an update. I opted for USDe/USDT pool with XX% APY which is X% higher than Uniswap pool. Btw USDe/USDT APR can be up to XX% total APR if aping with narrow range. The main thing is that with FairFlow LPs have two extra APR sources beyond LP fee APR EG sharing reward & LM reward. The rewards pool for the LM program is still happening now 500000 KNC. Check for more pools"  
[X Link](https://x.com/stacy_muur/status/1978729752375804380) [@stacy_muur](/creator/x/stacy_muur) 2025-10-16T07:48Z 71.1K followers, 10.8K engagements


"This map shows average order size for Bitcoin futures. Guys with $XX at 100x leverage are you here"  
[X Link](https://x.com/stacy_muur/status/1980175683872817395) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T07:34Z 71.2K followers, 6700 engagements


"Being a "reply guy" is a common mistake among emerging content creators on CT. Everyone advises it because every comment you leave boosts THEIR content. Here's more: if you consistently engage with the same profiles but get no engagement from the author your internal X ranking drops and your new posts get less visibility. Engage when you WANT to engage. When there's something meaningful to say or debate. Not just because someone told you to be a "reply guy.""  
[X Link](https://x.com/stacy_muur/status/1977674256243933227) [@stacy_muur](/creator/x/stacy_muur) 2025-10-13T09:54Z 71.2K followers, 27K engagements


"Well in fact most on-chain apps still run on a 2017 data model: constant polling delayed state and broken UX. With their new Data Streams @Somnia_Network aims to change that. It lets developers: Subscribe to live blockchain state instead of polling Write via secure sessions (no repeated wallet prompts) Share unified data schemas across apps In short: it makes blockchains behave like real-time systems. Deep dive"  
[X Link](https://x.com/stacy_muur/status/1980232792828223703) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T11:21Z 71.2K followers, 6451 engagements


"When I last wrote about @Mantle_Official I called it a sleeping giant. This update shows how fast its waking up. Over the last XX days Mantle bridged CeFi and DeFi in ways most tokens only talk about: ATH in market cap Exchange rails through @Bybit_Official Public infra rails via U.S. gov + @chainlink Omnichain mobility with @LayerZero_Core Global liquidity from @coinbase Progress report"  
[X Link](https://x.com/stacy_muur/status/1966544117409984948) [@stacy_muur](/creator/x/stacy_muur) 2025-09-12T16:47Z 71.2K followers, 9144 engagements


"Does $ZEC know we're in a bloody market today"  
[X Link](https://x.com/stacy_muur/status/1976967290836181266) [@stacy_muur](/creator/x/stacy_muur) 2025-10-11T11:05Z 71.2K followers, 7642 engagements


"Just finished reading this research report by @Kernel_DAO and @KelpDAO with contributions from @ethereumfndn and @chainlink members. TL;DR on KRED The Internet of credit. X. Traditional payments move $220T+ a year but trillions sit idle in pre-funded accounts. X. Stablecoins fixed speed not liquidity. Kred fixes both. On-demand credit no pre-funding delays Fully collateralized backed by real-world repayments Rewards-bearing idle capital earns yield Verifiable on-chain transparent + auditable Kred unlocks $5T+ in trapped capital and turns global settlement into an Internet of Credit an open"  
[X Link](https://x.com/stacy_muur/status/1979597711713480951) [@stacy_muur](/creator/x/stacy_muur) 2025-10-18T17:17Z 71.2K followers, 11K engagements


"Yay Finally have my @ether_fi Cash Card ready already added to Apple Pay. X% cashback on everything XX% APR on USD; assets stay liquid & spendable Honestly we don't need off-ramp anymore. Get yourself a card"  
[X Link](https://x.com/stacy_muur/status/1980258227603513671) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T13:02Z 71.2K followers, 8745 engagements


"Earlier this month @a16zcrypto released their list of big ideas for 2025. Which protocols are already building in these key areas My watchlist for 2025"  
[X Link](https://x.com/stacy_muur/status/1868991116131123598) [@stacy_muur](/creator/x/stacy_muur) 2024-12-17T12:06Z 71.1K followers, 221.3K engagements


"ICYMI: @DeepCore_io $DPCORE recently launched the first working A2A (Agent-to-Agent) framework in crypto. Not just AI + Web3. This is AI agents coordinating on-chain across chains autonomously. Built on MCP + A2A Enables agent-to-agent DeFi NFT ops content creation Fully live This could be the start of AI-as-chain not just chain-as-infra. NFA DYOR"  
[X Link](https://x.com/stacy_muur/status/1927387356287443413) [@stacy_muur](/creator/x/stacy_muur) 2025-05-27T15:32Z 71.1K followers, 7922 engagements


"Where my stables are atm More recommendations"  
[X Link](https://x.com/stacy_muur/status/1947344095573381317) [@stacy_muur](/creator/x/stacy_muur) 2025-07-21T17:13Z 71.1K followers, 45.2K engagements


"Added @ResolvLabs to my stables portfolio. Bullish facts: 500M+ TVL (+50% in X weeks) XXXX% yield on stablecoin USR XX% yield on RLP Already generating fees (e.g. EtherFi) Plus they've activated the fee switch: XX% of daily protocol profits Foundation treasury. Why it matters: It proves the model works. It closes the value loop between protocol growth & tokenholder upside. It sets the stage for long-term sustainability not short-term yield. A step from yield farming real economic architecture. FDV Just $45M. Let the market catch up"  
[X Link](https://x.com/stacy_muur/status/1949395608449818682) [@stacy_muur](/creator/x/stacy_muur) 2025-07-27T09:05Z 71.1K followers, 25.7K 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) [@stacy_muur](/creator/x/stacy_muur) 2025-08-03T14:06Z 71.1K followers, 8591 engagements


"The strongest projects right now by smart follower engagement as of @_dexuai. Category: 50-100 K followers Established List  @commondotxyz - Launchpad @OpenEden_X - RWA @DogeOS - Infra @Lombard_Finance - BTCfi @agoric - Infra @PundiAI - AI @Mey_Network - RWA @bonk_fun - Memecoin launcpad @desoprotocol - L1 @wallchain_xyz - Attention economy"  
[X Link](https://x.com/stacy_muur/status/1962219126073729292) [@stacy_muur](/creator/x/stacy_muur) 2025-08-31T18:21Z 71.1K followers, 25.9K engagements


"Funding scoreboard for L2s (insane numbers): X @zksync $458M X @Optimism $300M+ X @Immutable $291M X @Starknet $273M X @arbitrum $120M X @FuelLabs_ $80M+ X @taikoxyz $37M+ X @MantaNetwork $25M+ Source: @Tokenomist_ai"  
[X Link](https://x.com/stacy_muur/status/1970413582446928215) [@stacy_muur](/creator/x/stacy_muur) 2025-09-23T09:03Z 71.1K followers, 13.3K engagements


"Added @MezoNetwork's $mUSD following yesterday's recommendations; a strong add to my portfolio XX% APY"  
[X Link](https://x.com/stacy_muur/status/1973007957555302437) [@stacy_muur](/creator/x/stacy_muur) 2025-09-30T12:52Z 71.1K followers, 10.7K engagements


"UPD: The $100K Pocket Pro Bot trading competition on @dYdX is now live. TL;DR First-ever social trading experience for dYdX. Trade solo or in squads fully inside Telegram. $100K prize pool this round ($50K squads / $50K individuals). Oct XXX squads ranked by PnL individuals by volume. PS: I believe that if Telegram perps grab even a modest share of perp DEX volume dYdX has first-mover advantage in what could become a major retail trading funnel. Here's my deeper dive"  
[X Link](https://x.com/stacy_muur/status/1973420145268892099) [@stacy_muur](/creator/x/stacy_muur) 2025-10-01T16:10Z 71.1K followers, 8071 engagements


"Btw @Bybit_Official launched the $FF Launchpool yesterday with one of the biggest reward structures this cycle: 8M FF up for grabs APRs reaching XXX% for early stakers Pools: FF (1.6M) MNT (4M) USDT (2.4M) The MNT pool is the standout largest rewards great APRs and Bybit continues to position $MNT as the central asset across its incentive flywheel. Early allocation is key. Caps (10K MNT 25K FF 2K USDT) mean whales cant dominate completely but the real edge comes from being first in while APRs are at peak. For $MNT holders this is the biggest prize pool live on Bybit right now iykyk"  
[X Link](https://x.com/stacy_muur/status/1973671828821626893) [@stacy_muur](/creator/x/stacy_muur) 2025-10-02T08:50Z 71.1K followers, 9016 engagements


"A new high-potential player in the GPUaaS vertical @fluence_project. GPU containers live today H200 B200 GH200 H100 A100 down to RTX 5090/4090. Hourly billing on-demand. Cloudless virtual servers in beta ideal for blockchain nodes HPC massive workloads. Infra upgrades (EPYC Zen5 DDR5 NVMe 1Gbps) + new resource mgmt for providers higher reliability + scale. Early customers: Neo Rapidnode Zeeve Tashi Antir proving traction with Web3 infra players. $FLT utility expands via new stablecoin (with @parasailnetwork) collateralized by $FLT/pFLT adds payment rails yield and hedging. A very interesting"  
[X Link](https://x.com/stacy_muur/status/1974178891611918483) [@stacy_muur](/creator/x/stacy_muur) 2025-10-03T18:25Z 71.1K followers, 8340 engagements


"Ranking the most discussed tokenless protocols X pure trash XX next $HYPER Let's go  @monad: X Paradigm-backed EVM L1 with 10000 TPS + proven team. Social sentiment is not best though. @AbstractChain: XXX Consumer-focused ZK L2 by Pudgy Penguins team + culture economy narrative + strong backers @base: X Extremely successful L2 main Arbitrum competitor but corporate control = unlikely independent token launch @trylimitless: X Social prediction protocol with viral potential + strong mindshare growth + solid backers. Still not too strong on the fundamentals / product metrics side. @Polymarket:"  
[X Link](https://x.com/stacy_muur/status/1975487038473576592) [@stacy_muur](/creator/x/stacy_muur) 2025-10-07T09:03Z 71.1K followers, 14.4K engagements


"Ive seen a hundred agent startups promise autonomy but only a few are solving the real problem: execution. @codecopenflow might be the first that gives AI a body. Category: RoboFi Product report"  
[X Link](https://x.com/stacy_muur/status/1975895984548044853) [@stacy_muur](/creator/x/stacy_muur) 2025-10-08T12:08Z 71.1K followers, 8984 engagements


"Starknet has come from you can mint BTC to a fully-fledged BTC-Fi stack. tBTC by @TheTNetwork is now central to staking DeFi and cross-chain flows. Here's how @Starknet quietly built the most comprehensive BTC layer with tBTC at its core"  
[X Link](https://x.com/stacy_muur/status/1976209802545201433) [@stacy_muur](/creator/x/stacy_muur) 2025-10-09T08:55Z 71.1K followers, 6591 engagements


"In June 2025 tBTC went live on Starknet. BTC holders could deposit native BTC and receive tBTC directly on Starknet no centralized bridges no signatures fully trust-minimized. Minting happens automatically through @TheTNetwork's dApp:"  
[X Link](https://x.com/stacy_muur/status/1976209828164108332) [@stacy_muur](/creator/x/stacy_muur) 2025-10-09T08:55Z 71.1K followers, XXX 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) [@stacy_muur](/creator/x/stacy_muur) 2025-10-09T14:53Z 71.1K followers, 29.1K engagements


"Across 30+ projects that launched in 2025 at $500M+ FDV the average FDV decline since TGE is -45%. Some of the biggest drawdowns came from: @UltiverseDAO (ULTI): -XXXX% @BioProtocol (BIO): -XXXX% @Nexpace_HQ (NXPC): -XXXX% @GoPlusSecurity (GPS): -XXXX% @SolvProtocol (SOLV): -XXXX% Sad story"  
[X Link](https://x.com/stacy_muur/status/1976597082820759748) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T10:34Z 71.1K followers, 7802 engagements


"Somnia mainnet is here. Im looking at validator distribution throughput and how fast real users start arriving. My @Somnia_Network post-TGE report"  
[X Link](https://x.com/stacy_muur/status/1976646444577857980) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T13:50Z 71.1K followers, 5501 engagements


"Okie a good discount weekend here. What are we buying"  
[X Link](https://x.com/stacy_muur/status/1976921197364625774) [@stacy_muur](/creator/x/stacy_muur) 2025-10-11T08:01Z 71.1K followers, 7236 engagements


"The most popular DeFi products on @SeiNetwork: Lending @YeiFinance @TakaraLend DEX @SailorFi @dragonswap_dex Liquid staking @splashing_xyz @Silo_Stake CDP @synnax_labs RWA @gaib_ai Bridge @StargateFinance"  
[X Link](https://x.com/stacy_muur/status/1977333953830019075) [@stacy_muur](/creator/x/stacy_muur) 2025-10-12T11:22Z 71.1K followers, 8696 engagements


"After bloody markets like the one we had yesterday it's very important track the ones that get a comeback fastest. Top-10 24h gainers: $DASH $CAKE $BNB $MORPHO $ASTER $MNT $ETC (wow) $OKB $ATOM $VET $BNB $MNT $OKB exchange tokens"  
[X Link](https://x.com/stacy_muur/status/1977354947416228179) [@stacy_muur](/creator/x/stacy_muur) 2025-10-12T12:45Z 71.1K followers, 9111 engagements


"A new wave of rollups is emerging that hand sequencing back to Ethereum. No admin keys No trusted sequencers Full Ethereum neutrality Only a few are live today. Many more are on the way. Heres the full landscape Based Today: @0xFacet: The only L2 without an off switch unstoppable no admin keys truly decentralized @taikoxyz: A permissionless Ethereum-equivalent ZK rollup scaling solution @intmaxIO: A stateless zkRollup built for scalable low-cost privacy-friendly payments (and minimal on-chain overhead) Based Soon: @aztecnetwork: A privacy layer for Ethereum enabling encrypted smart contracts"  
[X Link](https://x.com/stacy_muur/status/1977697356541018180) [@stacy_muur](/creator/x/stacy_muur) 2025-10-13T11:26Z 71.1K followers, 8980 engagements


"The reality is that most projects treat TGE as the finish line. That's sad. So I will always be supporting teams that treat it as the starting point. @GOATRollup is one of them. For Goat Q4 is about execution: BitVM2 beta mainnet toward a real zk-powered Bitcoin L2 Safebox risk-free BTC yield live now DOGE native bridge bringing memecoins into BTCFi Ecosystem fund + sequencer dashboard builder transparency and decentralization A rare case of delivery post TGE these days"  
[X Link](https://x.com/stacy_muur/status/1978017462504628702) [@stacy_muur](/creator/x/stacy_muur) 2025-10-14T08:38Z 71.1K followers, 7572 engagements


"An update on @b3dotfun Anyspends Q2 Points Campaign is live and this one comes with airdrops on the line X Use Anyspend for deposits swaps or trading earn points get $ANY airdrops X X% of supply in this round part of a XX% community allocation X All fees fuel buybacks for $ANY & $B3 X $ANY holders get discounted transaction fees Anyspend is simplifying on- and off-ramping: swap any token any chain with Apple Pay card or ACH. No bridges. No friction. Web3 is finally becoming accessible"  
[X Link](https://x.com/stacy_muur/status/1978375314670829629) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T08:20Z 71.1K followers, 13.3K engagements


"2/ Ethereum gives treasuries more tools than Bitcoin Bitcoin treasuries can only buy and hold. Ethereum treasuries can also stake for yield use smart contracts build on Layer 2s and take part in DeFi. If ETH and BTC had started on the same day Ethereum might have been the dominant treasury asset from the beginning"  
[X Link](https://x.com/stacy_muur/status/1978404795850617163) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T10:17Z 71.1K followers, XXX engagements


"3/ The numbers behind the bullishness ETH treasuries may trade at a premium to their net asset value. Why X for ETH holdings +0.6 for staking yield +0.4 for index inclusion (like MicroStrategy) MSTR trades at XXX with no yield. ETH treasuries have more structural upside"  
[X Link](https://x.com/stacy_muur/status/1978404808056099067) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T10:17Z 71.1K followers, 1000 engagements


"4/ Three approaches one goal Bit Digital uses unsecured debt + ties to AI infra Bitmine massive balance sheet $2.5B daily liquidity Sharplink deep infra + MetaMasks 100M users Different paths same aim: accumulate ETH and build on it"  
[X Link](https://x.com/stacy_muur/status/1978404819749724238) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T10:17Z 71.1K followers, XXX engagements


"5/ New kinds of financing are emerging Sam Tabar announced the first unsecured convertible debt for an ETH treasury. This matters because unsecured debt lets you survive downturns without forced liquidations something secured debt cant do. Theyre bringing sophisticated financing into crypto"  
[X Link](https://x.com/stacy_muur/status/1978404831502197235) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T10:17Z 71.1K followers, 1880 engagements


"Thank you @legiondotcc. Thank you @yieldbasis. Stacy eats well today"  
[X Link](https://x.com/stacy_muur/status/1978430681752682614) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T12:00Z 71.1K followers, 7432 engagements


"In a market where most DePIN tokens follow the same speculative arc $ETAN stands out for one reason: its tied to real economic activity. @Etarn2025s model converts waste into liquid fertilizer and carbon credits creating tangible revenue streams independent of token hype. Its core business (fertilizer sales) scales with agricultural demand not crypto sentiment giving $ETAN some insulation during market drawdowns. With tech already live in China and an India rollout planned for 2025 Etarn sits at the intersection of sanitation infrastructure sustainability and DePIN economics. Currently listed"  
[X Link](https://x.com/stacy_muur/status/1978475482669875454) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T14:58Z 71.1K followers, 6141 engagements


"The institutional crypto panel at Token 2049 dropped some serious alpha btw Moderated by @CNBC's Elaine Yu with: Richard Teng (Binance CEO) Hunter Horsley (Bitwise CEO) Tim McCourt (CME Group) Heath Tarbert (Circle President) Here are the X key takeaways that matter 1/ INSTITUTIONAL ADOPTION IS EXPLODING @CMEGroup numbers tell the story: Open interest: $30-40B daily (up XXX% YoY) Trading volume: $15B+ daily (up XXX% YoY) But here's what's wild: Solana futures hit $1B open interest in X months (Ethereum took X months Bitcoin took X YEARS) @solana went from $1B to $2B in open interest faster"  
[X Link](https://x.com/stacy_muur/status/1978522541951222203) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T18:05Z 71.1K followers, 5847 engagements


"Have received a lot of questions on @brevis_zk lately heres a short memo The main problem Brevis solves: Every transaction on Ethereum must be re-executed by 800K+ validators for consensus. This guarantees security but makes complex on-chain logic like reward distribution or historical analytics prohibitively expensive. Brevis removes that bottleneck. It runs computations off-chain then proves correctness on-chain with zero-knowledge proofs so apps can analyze trading history calculate rewards or run sophisticated algorithms without forcing every validator to re-execute them. Already live at"  
[X Link](https://x.com/stacy_muur/status/1978853959168327875) [@stacy_muur](/creator/x/stacy_muur) 2025-10-16T16:02Z 71.1K followers, 7928 engagements


"ETFs treasuries and sovereign funds now hold XXX% of Bitcoin supply. Their next problem isnt custody its productivity. So @GOATRollup's bet seems to be well-aligned: the next cycle wont be about price itll be about yield. BitVM2 + zkVM infra enable a trustless BTC yield layer. Risk-free at XXX% APR Low-risk starting at X% APR Sequencer PoS Staking at 40%+ APR Not bad at all eh"  
[X Link](https://x.com/stacy_muur/status/1979102712613736552) [@stacy_muur](/creator/x/stacy_muur) 2025-10-17T08:30Z 71.1K followers, 6236 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) [@stacy_muur](/creator/x/stacy_muur) 2025-08-12T14:32Z 71.1K followers, 28.9K engagements


"The map of the largest yield-bearing stablecoins. Sorted by TVL / Supply. Featuring APR + Airdrop potential. Risk criteria: If the stablecoin yield comes from volatile assets / strategies Higher risk. If it comes from treasuries / more stable yield sources lower risk"  
[X Link](https://x.com/stacy_muur/status/1962832716929605852) [@stacy_muur](/creator/x/stacy_muur) 2025-09-02T10:59Z 71.1K followers, 35.6K engagements


"Advertising runs on black boxes. Impressions bids outcomes most of it is invisible unverifiable and prone to misreporting. The integration of @AlkimiExchange with @WalrusProtocol Every ad interaction is now stored permanently on-chain. This is huge for AdFi. In a $750B industry that survives on approximations this is a structural shift. Curious outside advertising which industries would benefit most from permanent verifiable data trails"  
[X Link](https://x.com/stacy_muur/status/1965417941333323886) [@stacy_muur](/creator/x/stacy_muur) 2025-09-09T14:12Z 71.1K followers, 5983 engagements


"Here's my updated stablecoin portfolio I want more opportunities. Send them"  
[X Link](https://x.com/stacy_muur/status/1972332492767322405) [@stacy_muur](/creator/x/stacy_muur) 2025-09-28T16:08Z 71.1K followers, 32.8K engagements


"Liquidity started with a single WBTCtBTC pool on Ekubo Starknets top DEX: No incentives were live. The goal was to lay reliable native minting + liquidity rails first"  
[X Link](https://x.com/stacy_muur/status/1976209845075448272) [@stacy_muur](/creator/x/stacy_muur) 2025-10-09T08:55Z 71.1K followers, XXX engagements


"$LAB is about to launch today and yesterday they added some clarity on tokenomics the missing part of my yesterday's @LABtrade_ thesis. Only a small fraction of supply enters circulation at launch. Revenue: verified $3.5M pre-launch. Retention: 30K active traders 1M+ monthly txs. Reduction: XX% buyback policy. The major thesis for $LAB remains the same: Liquidity powers traders traders grow the network the network pays back in $LAB. Watching this TGE closely"  
[X Link](https://x.com/stacy_muur/status/1978093975337861599) [@stacy_muur](/creator/x/stacy_muur) 2025-10-14T13:42Z 71.1K followers, 8436 engagements


"Was researching @ArchNtwrk this week; a very interesting new player in the BTCfi category. Key thesis: Arch is betting on Bitcoin DeFi's explosive growth ($307M $6.36B TVL in 2024-2025 a 20x surge) by offering bridgeless execution via ArchVM a Rust-based zero-knowledge virtual machine that enables Solana-like speeds while preserving Bitcoin's security model. Timing is very good actually BitcoinFi TVL crossed $10B in August 2025. Will post more on them as I dive deeper"  
[X Link](https://x.com/stacy_muur/status/1979152688249241903) [@stacy_muur](/creator/x/stacy_muur) 2025-10-17T11:49Z 71.2K followers, 6283 engagements


"Energy Web3 is a very new DePIN category. @fuseenergy with its massive funding ($100M) is at the forefront and here's my analytical note on $ENERGY *** The power grid is one of humanitys largest machines and one of the slowest to evolve. Built for coal and gas plants that could ramp on demand it was never designed for millions of small variable producers like solar rooftops and wind farms. The result: clean energy wasted fossil backups burned and a system that reacts too late. What if we bring this thesis to Web3 @fuseenergy sits in the middle of that tension rebuilding energy as a system"  
[X Link](https://x.com/stacy_muur/status/1979196484085273082) [@stacy_muur](/creator/x/stacy_muur) 2025-10-17T14:43Z 71.2K followers, 6951 engagements


"Lol. Help me decide. X Accept X Block or report X Delete God-level dm I think"  
[X Link](https://x.com/stacy_muur/status/1979456441674272916) [@stacy_muur](/creator/x/stacy_muur) 2025-10-18T07:56Z 71.2K followers, 8339 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) [@stacy_muur](/creator/x/stacy_muur) 2024-03-25T10:05Z 71.2K followers, 306.7K engagements


"Remember @satoshivm"  
[X Link](https://x.com/stacy_muur/status/1952741964941836356) [@stacy_muur](/creator/x/stacy_muur) 2025-08-05T14:42Z 71.2K followers, 7238 engagements


"4. @SuccinctLabs: A network that makes zero-knowledge proofs easy powered by SP1 (a super fast zkVM). Current stage: Live with 35+ partners securing $4B+ TVL. Backed by Paradigm. Token angle: $PROVE token is live. X% was airdropped to early contributors with more distribution rounds ongoing. $PROVE runs at a $900M FDV $175M cap and $49M daily volume; pure early-unlock dynamics"  
[X Link](https://x.com/stacy_muur/status/1965389317079269453) [@stacy_muur](/creator/x/stacy_muur) 2025-09-09T12:18Z 71.2K followers, 1144 engagements


"5. @3janexyz: A credit-based money market issuing USD3 a yieldcoin backed by credit lines secured with DeFi CEX bank assets and future yield. Current stage: Early access live (U.S. only) $53M TVL verified. Token angle: No token yet potential airdrop speculation for early depositors and sUSD3 stakers"  
[X Link](https://x.com/stacy_muur/status/1965389333118288072) [@stacy_muur](/creator/x/stacy_muur) 2025-09-09T12:18Z 71.2K followers, XXX engagements


"In October Starknet launched BTC-Fi Season and with it tBTC staking went live. Starknet supports wrapped BTC for staking and tBTC was selected as an official asset. Holders can stake via validators (STRK) or through liquid staking providers like"  
[X Link](https://x.com/stacy_muur/status/1976209857465499722) [@stacy_muur](/creator/x/stacy_muur) 2025-10-09T08:55Z 71.1K followers, XXX engagements


"Staking yields are currently 4%+ APY with XX tBTC staked and over $2M TVL on . Users receive xtBTC as a tokenized receipt; rewards auto-compound. tBTC staking far outperforms: Babylon BTC staking: XXXX% Aave tBTC supply rate on Ethereum: 0.02%"  
[X Link](https://x.com/stacy_muur/status/1976209869599551590) [@stacy_muur](/creator/x/stacy_muur) 2025-10-09T08:55Z 71.1K followers, XXX engagements


"10 Things I Hate About Crypto X. I hate when you manipulate the market to liquidate longs / shorts. X. I hate when you care about the token more than the product. X. I hate the culture of degening when it's positioned as the wealth bridge for beginners. X. I hate it when founders have ego and stay deaf to people's feedback. X. I hate ugly UX and poor liquidity depth when a trade results in -XX% "just because". X. I hate immediate dumps from Binance airdrop recepients. X. I hate that in this industry it's absolutely fine to fake social and product metrics. X. I hate complaints instead of"  
[X Link](https://x.com/stacy_muur/status/1976669556920951247) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T15:22Z 71.2K followers, 11.1K engagements


"My research lens has recently widened; my focus is now mostly on Infra DeFi RWA and deAI. deAI is a relatively new thing here. Last year DeFAI was a hype; now it's a solid track. @FractionAI_xyz is one of the protocols that sits at the intersection of narratives I'm watching. Main thesis: Build a protocol where AI agents compete learn and evolve on-chain earning rewards as they improve. Creators own and govern their agents. Every success compounds intelligence across the network. Its DeFi logic applied to cognition: open composable and user-owned. Watching FractionAI closely"  
[X Link](https://x.com/stacy_muur/status/1976721649266573594) [@stacy_muur](/creator/x/stacy_muur) 2025-10-10T18:49Z 71.2K followers, 13.1K engagements


"A new liquidity incentive program on my radar that rewards liquidity that lasts. @Somnia_Network just launched the Somnia Liquidity Points (SLP) Program a 90-day initiative distributing 1000000 $SOMI to users who grow liquidity across Somnias ecosystem. Key highlights: Rewards are time-weighted not whale-weighted The longer you stay in the pool the higher your multiplier Liquidity on @SomnexXYZ @somniaexchange @QuickswapDEX and @tokos_fi earns SLP More details"  
[X Link](https://x.com/stacy_muur/status/1977773100013138140) [@stacy_muur](/creator/x/stacy_muur) 2025-10-13T16:27Z 71.2K followers, 9555 engagements


"Stacy Monad now"  
[X Link](https://x.com/stacy_muur/status/1978206206427861144) [@stacy_muur](/creator/x/stacy_muur) 2025-10-14T21:08Z 71.2K followers, 8698 engagements


"My bull case for @WalrusProtocol (60% probability) Thesis: Walrus is critical infrastructure for the @SuiNetwork ecosystem and positioned at the intersection of AI DePIN and Web3 storage three massive secular trends. They already have: Real utility: Storage payments create organic demand $140M raised from top VCs (Standard Crypto Franklin Templeton) @Mysten_Labs pedigree Built by Sui creators Deflationary tokenomics: Usage-based burning reduces supply Exceptional liquidity for 6-month-old token AI narrative: Decentralized AI dataset storage is huge TAM Sui ecosystem growth Walrus benefits"  
[X Link](https://x.com/stacy_muur/status/1978752813607141622) [@stacy_muur](/creator/x/stacy_muur) 2025-10-16T09:20Z 71.2K followers, 6462 engagements


"We all know what this means. $GAIB season is here. Heres my updated $GAIB thesis @gaib_ai sits at the intersection of three trillion-dollar markets AI RWA and DeFi but unlike most narrative plays its already producing real on-chain revenue. Core fundamentals: $200M TVL across tokenized GPU and robotics infrastructure $20M+ in annualized user yield $7M in protocol revenue from X% tokenization + XX% platform fees $15M raised from top-tier investors Real product adoption not speculative liquidity That puts GAIB ahead of most RWA peers in revenue efficiency per TVL. GAIBs model tokenizes physical"  
[X Link](https://x.com/stacy_muur/status/1978878129507831956) [@stacy_muur](/creator/x/stacy_muur) 2025-10-16T17:38Z 71.2K followers, 14.1K engagements


"A snapshot of @Almanak__'s traction: TVL: $5M $167M in XX Days (+3227%) 30-Day Growth: +165.29% ($62.94M $166.98M) 7-Day Growth: +2.54% (consolidation phase) What this means: X Almanak is the fastest-growing AI DeFi protocol (outpacing Giza's $25M TVL by 6.6x). X Capital inflows accelerating: Sep XX saw the highest net inflow since first vault launch X Institutional interest: Large deposits suggest whale/fund participation Are you watching Almanak Already a depositooor"  
[X Link](https://x.com/stacy_muur/status/1979217871407583405) [@stacy_muur](/creator/x/stacy_muur) 2025-10-17T16:08Z 71.2K followers, 7047 engagements


"Why can't crypto payments enter the real economy Spoiler: They can. Featuring @pieverse_io. Lets start from the basics. When you get paid in crypto here's what happens: USDT lands in your wallet. You have a transaction hash. That's it. No invoice. No receipt. No documentation. Just an onchain timestamp that your accountant can't use. This is the actual problem. Crypto transactions already have immutable timestamps onchain. But without context or compliance those timestamps are just data. Tax authorities don't recognize transaction hashes. Accountants can't reconcile wallet addresses."  
[X Link](https://x.com/stacy_muur/status/1979245302063468777) [@stacy_muur](/creator/x/stacy_muur) 2025-10-17T17:57Z 71.2K followers, 8643 engagements


"As I'm preparing a big report on @centrifuge here's a teaser for you. Everyone who's watching RWAs knows Centrifuge but I'm sure you're unaware of their latest progress  Recently hit an ATH TVL of $1.3B Bridging institutional finance and DeFi through deRWA tokens Its deRWA deJAAA gives onchain exposure to AAA-rated CLOs from Janus Henderson x Anemoy. Why is this huge  Modular vaults: Convert institutional-grade assets (treasuries credit bonds) into composable yield-bearing tokens. Composability: deRWA tokens like deJAAA can be used across DeFi staked lent or collateralized just like"  
[X Link](https://x.com/stacy_muur/status/1979271225085170122) [@stacy_muur](/creator/x/stacy_muur) 2025-10-17T19:40Z 71.2K followers, 9409 engagements


"ATH ROIs of the launchpads mentioned: @MetaDAOProject 12.44x @buidlpad 9.95x @legiondotcc 4.12x @echodotxyz 24.15x Data source: @CryptoRank_io"  
[X Link](https://x.com/stacy_muur/status/1979628322498990332) [@stacy_muur](/creator/x/stacy_muur) 2025-10-18T19:19Z 71.2K followers, 15.2K engagements


"I agree @CantonNetwork is indeed one of the strongest protocols entering the market recently. Basically if RWA tokenization is the next trillion-dollar trend Canton already owns the rails. Its network of networks architecture lets banks decide whats private whats shared and what regulators see all within a single synchronized ledger. Its already live with: Broadridge DLR $5.9T/month tokenized repo volume Goldman Sachs GS DAP digital bond issuance HSBC Orion & BNP Neobonds on-chain treasuries and MMFs $397M raised. $135M in the latest round. 400+ institutions onboarded. No token pre-mine no VC"  
[X Link](https://x.com/stacy_muur/status/1979905384849813771) [@stacy_muur](/creator/x/stacy_muur) 2025-10-19T13:40Z 71.2K followers, 11.4K engagements


"As I'm waiting for my @ether_fi card application to be reviewed let me try to convince you to join my squad of crypto card holders. ( )☆.* X. Cashback (up to 3%) X. All dollars on balance are yield-bearing X. Travel discounts It's really a classic bank account you might have but with crypto superpowers (no need to fiat off-ramp all the time). My bounty from inviting you is the referral so make sure to use the link below if you decide to join my squad Welcome to banking from 2025 anon"  
[X Link](https://x.com/stacy_muur/status/1979939170253672637) [@stacy_muur](/creator/x/stacy_muur) 2025-10-19T15:54Z 71.2K followers, 7156 engagements


"Icymi BNY Mellons CEO name-dropped @OpenEden_X on their earnings call. Its the worlds oldest bank recognizing that tokenized T-Bills are now part of the global capital market infrastructure. Probably nothing"  
[X Link](https://x.com/stacy_muur/status/1980209894382010554) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T09:50Z 71.2K followers, 5770 engagements


"Just sat through the most bullish Ethereum panel of the year - The Rise of Digital Asset Treasuries Hosted by @PanteraCapital with CEOs of the three largest ETH treasuries: Tom Lee CIO and Portfolio Manager / Chairman @fundstrat / Bitmine Joseph Lubin CEO @Consensys Sam Tabar CEO @BitDigital_BTBT Here are the X key takeaways that changed how I think about ETH"  
[X Link](https://x.com/stacy_muur/status/1978404770600858080) [@stacy_muur](/creator/x/stacy_muur) 2025-10-15T10:17Z 71.2K followers, 15.1K engagements


"Ive seen plenty of community-first projects in Web3 they all talk about engagement quests and roles. But most of that activity lives outside the actual protocol. In Taluss case every action feeds back into the system itself; each quest post or contribution becomes part of how the network learns coordinates and measures behavior. That makes participation less about visibility and more about input. Youre not just helping the brand grow; youre training the network to function better. Its an early example of what community as computation could look like when user behavior becomes data and data"  
[X Link](https://x.com/stacy_muur/status/1979832920052527550) [@stacy_muur](/creator/x/stacy_muur) 2025-10-19T08:52Z 71.2K followers, 7528 engagements


"Btw here's another interesting math thing re @flyingtulip_ from @AndreCronjeTech As I get it the floor rises with every burn. Following the table below: Even if market price crashes from $XX to $X the floor is still $X (not $X anymore) because: 500M tokens remain $2.5B treasury backing them $2.5B 500M = $5/token floor I think I get it right but appreciate comments from my fam 3"  
[X Link](https://x.com/stacy_muur/status/1980328192725614923) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T17:40Z 71.2K followers, 5669 engagements


"The ZK frameworks are establishing footholds: AggLayer (Polygon): $603M TVS across X projects XXXX% ETH/LST composition (highest) XXXX% activity share despite XXXX% TVS share zkSync Elastic Chain: $1.62B TVS across XX projects X chains $100M TVS Exploring Avail + Ethereum DA Both showing early traction with room to grow"  
[X Link](https://x.com/stacy_muur/status/1974029987155251334) [@stacy_muur](/creator/x/stacy_muur) 2025-10-03T08:33Z 71.2K followers, 2186 engagements


"Who leads where: Activity Leader: Superchain XXXX% of all L2 activity (2.5x their TVS share) TVS Leaders: Superchain ($23.11B) & Orbit ($20.91B) - Combined XX% market share Deployment Leader: Orbit - XX live projects (most chains launched) Security Leader: Superchain - X out of X total Stage X projects ecosystem-wide Ethereum Alignment: Superchain - XXXX% of all blob usage Stablecoin Hub: Orbit - XX% stablecoin composition (DeFi focus) Fastest Growing: zkSync & AggLayer - Small but establishing their niches"  
[X Link](https://x.com/stacy_muur/status/1974030000111431999) [@stacy_muur](/creator/x/stacy_muur) 2025-10-03T08:33Z 71.2K followers, 1938 engagements


"The AI market is split: OpenAI Anthropic Perplexity: high utility zero openness. Bittensor DeepSeek: open networks but limited real-world utility. @SentientAGI is the only system that maximizes both. Its open-source and high-performance coordinating 100+ partners across compute data and agents. Like Linux it turns individual contributions into collective strength. Thats why its positioned not just as another AI protocol but as the open backbone for the AGI era. Bullish on Sentient"  
[X Link](https://x.com/stacy_muur/status/1979553583944401340) [@stacy_muur](/creator/x/stacy_muur) 2025-10-18T14:22Z 71.2K followers, 7463 engagements


"Not sure if you noticed but @HyperliquidX leads by exchange liquidations for already a few weeks. This is a two-sided thing. Good for $HYPE because: Liquidations = trading fees (Hyperliquid earns on every liquidated position) High liquidations = high trading activity = more users 40x leverage + zero fees = unique value prop (vs. Binance/Bybit) But it's also a ticking time bomb: Insurance fund risk (if liquidations exceed reserves) Regulatory risk (40x leverage = target for enforcement)"  
[X Link](https://x.com/stacy_muur/status/1980282391546753492) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T14:38Z 71.2K followers, 4327 engagements


"The @Kalshi vs. @Polymarket split actually mirrors the entire industry: Regulated rails vs. permissionless speed Institutional legitimacy vs. cultural liquidity Both are necessary. One gives markets credibility the other gives them life. Together they make truth tradeable. Great article @MercyDeGreat"  
[X Link](https://x.com/stacy_muur/status/1980354336933998873) [@stacy_muur](/creator/x/stacy_muur) 2025-10-20T19:24Z 71.2K followers, 4449 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@stacy_muur "The chart shows how much capital entered or exited each tokenized real-world asset (RWA) over the past XX days. $BUIDL by @Securitize got the most love $371M net inflow. $OUSG by @OndoFinance and $JTRSY by @Centrifuge also had strong inflows around $210M+ and $188M respectively"
X Link @stacy_muur 2025-05-28T14:48Z 71.1K followers, 12.2K engagements

"Top DePIN protocols that don't yet have a token (iykyk) ✦ Hardware Abstraction Layer @aphonelabs @RAKwireless @seeedstudio @Raspberry_Pi @arduino ✦ Identity layer @zkPass ✦ AI Layer @togethercompute @gensynai ✦ DeFi4DePIN Layer @_Loxodrome @Quenta_io ✦ Bandwidth @fleek ✦ Digital Resource Layer @ChainstackHQ @polybase_xyz ✦ Physical Resource Layer @HealthBlocks @AYDO_AI @PiPhi_Network @3DOSNetwork @mvlchain @MapMetrics @PowerPod_People ✦ Gov Layer @tallyxyz @SnapshotLabs ✦ Off-chain compute @InferixGPU @Axiom_Space ✦ Connectivity Layer @crankk_io @karrier_one Keep this list handy next airdrop"
X Link @stacy_muur 2025-09-15T09:56Z 71.1K followers, 10.4K engagements

"The most popular DeFi products on Ethereum Liquid staking: @LidoFinance @Rocket_Pool Lending @aave @MorphoLabs @compoundfinance RWA @maplefinance @Securitize @tethergold @OndoFinance @Paxos DEX @Uniswap @CurveFinance Restaking @eigenlayer Stablecoin @ethena_labs Liquid Restaking @ether_fi @RenzoProtocol Yield @pendle_fi @ConvexFinance DeFi Capital Allocator @sparkdotfi @veda_labs Are you using all"
X Link @stacy_muur 2025-09-23T13:38Z 71.1K followers, 11.2K engagements

"The RWA market is XX% up last month only; already at $33B. Bullish on RWA sector = = Bullish on @OndoFinance = Bullish on @centrifuge = Bullish on @OpenEden_X It's just about the momentum to materialize"
X Link @stacy_muur 2025-10-06T18:29Z 71.1K followers, 8648 engagements

"What a great week of research on @a1research__ this time the focus of the CLOB series is @MonacoOnSei. Key takeaways: Speed: Monacos hybrid architecture combines an offchain Rust matching engine with onchain settlement. The result: 525s latency faster than Nasdaqs 50s and nearly 1000x faster than Hyperliquids 200ms. Scalability: Powered by the upcoming @SeiNetwork Giga upgrade (200000+ TPS sub-400ms finality) the system eliminates gas fees for non-settlement actions like order placement or cancellation. Liquidity: Tier X & X market makers are seeding liquidity from day one builders can plug"
X Link @stacy_muur 2025-10-08T10:30Z 71.1K followers, 7690 engagements

"My @SentientAGI thesis (short) Sentient raised more than anyone else because they're playing for the biggest prize in human history: AGI. The opportunity: If decentralized AGI works Sentient could be one of the highest FDV companies in Web3 (and beyond). The risk: AGI development might be fundamentally incompatible with decentralization making this an expensive experiment. For investors: This is one of the highest-risk highest-reward play in Crypto AI. For the market: Sentient's $85M raise signals that AGI is no longer science fiction; it's an investable thesis with real capital behind it."
X Link @stacy_muur 2025-10-10T12:44Z 71.1K followers, 6560 engagements

"Somnia is an EVM chain that can handle over 1000000 tx/sec with sub-second finality. Think of Somnia as the chain for apps that cant afford to lag: games social platforms metaverse worlds or anything that needs millions of users interacting in real time. But the interesting part isnt the numbers; its the kind of apps that finally become possible when lag is no longer a limiter"
X Link @stacy_muur 2025-10-10T13:50Z 71.1K followers, 1644 engagements

"How does @Somnia_Network stack up against other gaming chains already live and battle-tested Somnia L1 1M+ TPS sub-cent gas NBA + Pixcape early stage Immutable X L2 9k TPS gasless NFTs Illuvium + GOG market leader Ronin Sidechain 300+ TPS Axie + Pixels battle-tested community Somnia = fastest. IMX = most secure. Ronin = most proven"
X Link @stacy_muur 2025-10-10T13:50Z 71.1K followers, XXX engagements

"Meanwhile on @Plasma: X weeks old $5.8B in stablecoin market cap"
X Link @stacy_muur 2025-10-12T16:05Z 71.1K followers, 7060 engagements

"Just finished reading @Delphi_Digital's report on @eigenlayer. Here are the main topics I highlighted Core thesis: EigenLayer is evolving from a restaking protocol into EigenCloud a decentralized verifiable cloud computing layer for crypto and AI applications. It aims to bridge Ethereums trust network with offchain compute and data creating a new paradigm for verifiable applications. The verifiable cloud concept: ✦ Problem: Todays AI and compute infrastructure (AWS OpenAI etc.) is closed unverifiable and centralized. ✦ Solution: EigenCloud enables a verifiable execution environment where"
X Link @stacy_muur 2025-10-14T17:49Z 71.1K followers, 7091 engagements

"6/ Institutions havent entered yet Less than XXX% of institutions own ETH today. But the pieces are lining up: Hundreds of thousands of holders in some DATs Bitmine is already one of the most traded US stocks Top XX holding in ARK Invest Index inclusion alone could drive huge passive flows"
X Link @stacy_muur 2025-10-15T10:17Z 71.1K followers, 1462 engagements

"Remember this post from me Time for an update. I opted for USDe/USDT pool with XX% APY which is X% higher than Uniswap pool. Btw USDe/USDT APR can be up to XX% total APR if aping with narrow range. The main thing is that with FairFlow LPs have two extra APR sources beyond LP fee APR EG sharing reward & LM reward. The rewards pool for the LM program is still happening now 500000 KNC. Check for more pools"
X Link @stacy_muur 2025-10-16T07:48Z 71.1K followers, 10.8K engagements

"This map shows average order size for Bitcoin futures. Guys with $XX at 100x leverage are you here"
X Link @stacy_muur 2025-10-20T07:34Z 71.2K followers, 6700 engagements

"Being a "reply guy" is a common mistake among emerging content creators on CT. Everyone advises it because every comment you leave boosts THEIR content. Here's more: if you consistently engage with the same profiles but get no engagement from the author your internal X ranking drops and your new posts get less visibility. Engage when you WANT to engage. When there's something meaningful to say or debate. Not just because someone told you to be a "reply guy.""
X Link @stacy_muur 2025-10-13T09:54Z 71.2K followers, 27K engagements

"Well in fact most on-chain apps still run on a 2017 data model: constant polling delayed state and broken UX. With their new Data Streams @Somnia_Network aims to change that. It lets developers: Subscribe to live blockchain state instead of polling Write via secure sessions (no repeated wallet prompts) Share unified data schemas across apps In short: it makes blockchains behave like real-time systems. Deep dive"
X Link @stacy_muur 2025-10-20T11:21Z 71.2K followers, 6451 engagements

"When I last wrote about @Mantle_Official I called it a sleeping giant. This update shows how fast its waking up. Over the last XX days Mantle bridged CeFi and DeFi in ways most tokens only talk about: ATH in market cap Exchange rails through @Bybit_Official Public infra rails via U.S. gov + @chainlink Omnichain mobility with @LayerZero_Core Global liquidity from @coinbase Progress report"
X Link @stacy_muur 2025-09-12T16:47Z 71.2K followers, 9144 engagements

"Does $ZEC know we're in a bloody market today"
X Link @stacy_muur 2025-10-11T11:05Z 71.2K followers, 7642 engagements

"Just finished reading this research report by @Kernel_DAO and @KelpDAO with contributions from @ethereumfndn and @chainlink members. TL;DR on KRED The Internet of credit. X. Traditional payments move $220T+ a year but trillions sit idle in pre-funded accounts. X. Stablecoins fixed speed not liquidity. Kred fixes both. On-demand credit no pre-funding delays Fully collateralized backed by real-world repayments Rewards-bearing idle capital earns yield Verifiable on-chain transparent + auditable Kred unlocks $5T+ in trapped capital and turns global settlement into an Internet of Credit an open"
X Link @stacy_muur 2025-10-18T17:17Z 71.2K followers, 11K engagements

"Yay Finally have my @ether_fi Cash Card ready already added to Apple Pay. X% cashback on everything XX% APR on USD; assets stay liquid & spendable Honestly we don't need off-ramp anymore. Get yourself a card"
X Link @stacy_muur 2025-10-20T13:02Z 71.2K followers, 8745 engagements

"Earlier this month @a16zcrypto released their list of big ideas for 2025. Which protocols are already building in these key areas My watchlist for 2025"
X Link @stacy_muur 2024-12-17T12:06Z 71.1K followers, 221.3K engagements

"ICYMI: @DeepCore_io $DPCORE recently launched the first working A2A (Agent-to-Agent) framework in crypto. Not just AI + Web3. This is AI agents coordinating on-chain across chains autonomously. Built on MCP + A2A Enables agent-to-agent DeFi NFT ops content creation Fully live This could be the start of AI-as-chain not just chain-as-infra. NFA DYOR"
X Link @stacy_muur 2025-05-27T15:32Z 71.1K followers, 7922 engagements

"Where my stables are atm More recommendations"
X Link @stacy_muur 2025-07-21T17:13Z 71.1K followers, 45.2K engagements

"Added @ResolvLabs to my stables portfolio. Bullish facts: 500M+ TVL (+50% in X weeks) XXXX% yield on stablecoin USR XX% yield on RLP Already generating fees (e.g. EtherFi) Plus they've activated the fee switch: XX% of daily protocol profits Foundation treasury. Why it matters: It proves the model works. It closes the value loop between protocol growth & tokenholder upside. It sets the stage for long-term sustainability not short-term yield. A step from yield farming real economic architecture. FDV Just $45M. Let the market catch up"
X Link @stacy_muur 2025-07-27T09:05Z 71.1K followers, 25.7K 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 @stacy_muur 2025-08-03T14:06Z 71.1K followers, 8591 engagements

"The strongest projects right now by smart follower engagement as of @_dexuai. Category: 50-100 K followers Established List @commondotxyz - Launchpad @OpenEden_X - RWA @DogeOS - Infra @Lombard_Finance - BTCfi @agoric - Infra @PundiAI - AI @Mey_Network - RWA @bonk_fun - Memecoin launcpad @desoprotocol - L1 @wallchain_xyz - Attention economy"
X Link @stacy_muur 2025-08-31T18:21Z 71.1K followers, 25.9K engagements

"Funding scoreboard for L2s (insane numbers): X @zksync $458M X @Optimism $300M+ X @Immutable $291M X @Starknet $273M X @arbitrum $120M X @FuelLabs_ $80M+ X @taikoxyz $37M+ X @MantaNetwork $25M+ Source: @Tokenomist_ai"
X Link @stacy_muur 2025-09-23T09:03Z 71.1K followers, 13.3K engagements

"Added @MezoNetwork's $mUSD following yesterday's recommendations; a strong add to my portfolio XX% APY"
X Link @stacy_muur 2025-09-30T12:52Z 71.1K followers, 10.7K engagements

"UPD: The $100K Pocket Pro Bot trading competition on @dYdX is now live. TL;DR First-ever social trading experience for dYdX. Trade solo or in squads fully inside Telegram. $100K prize pool this round ($50K squads / $50K individuals). Oct XXX squads ranked by PnL individuals by volume. PS: I believe that if Telegram perps grab even a modest share of perp DEX volume dYdX has first-mover advantage in what could become a major retail trading funnel. Here's my deeper dive"
X Link @stacy_muur 2025-10-01T16:10Z 71.1K followers, 8071 engagements

"Btw @Bybit_Official launched the $FF Launchpool yesterday with one of the biggest reward structures this cycle: 8M FF up for grabs APRs reaching XXX% for early stakers Pools: FF (1.6M) MNT (4M) USDT (2.4M) The MNT pool is the standout largest rewards great APRs and Bybit continues to position $MNT as the central asset across its incentive flywheel. Early allocation is key. Caps (10K MNT 25K FF 2K USDT) mean whales cant dominate completely but the real edge comes from being first in while APRs are at peak. For $MNT holders this is the biggest prize pool live on Bybit right now iykyk"
X Link @stacy_muur 2025-10-02T08:50Z 71.1K followers, 9016 engagements

"A new high-potential player in the GPUaaS vertical @fluence_project. GPU containers live today H200 B200 GH200 H100 A100 down to RTX 5090/4090. Hourly billing on-demand. Cloudless virtual servers in beta ideal for blockchain nodes HPC massive workloads. Infra upgrades (EPYC Zen5 DDR5 NVMe 1Gbps) + new resource mgmt for providers higher reliability + scale. Early customers: Neo Rapidnode Zeeve Tashi Antir proving traction with Web3 infra players. $FLT utility expands via new stablecoin (with @parasailnetwork) collateralized by $FLT/pFLT adds payment rails yield and hedging. A very interesting"
X Link @stacy_muur 2025-10-03T18:25Z 71.1K followers, 8340 engagements

"Ranking the most discussed tokenless protocols X pure trash XX next $HYPER Let's go @monad: X Paradigm-backed EVM L1 with 10000 TPS + proven team. Social sentiment is not best though. @AbstractChain: XXX Consumer-focused ZK L2 by Pudgy Penguins team + culture economy narrative + strong backers @base: X Extremely successful L2 main Arbitrum competitor but corporate control = unlikely independent token launch @trylimitless: X Social prediction protocol with viral potential + strong mindshare growth + solid backers. Still not too strong on the fundamentals / product metrics side. @Polymarket:"
X Link @stacy_muur 2025-10-07T09:03Z 71.1K followers, 14.4K engagements

"Ive seen a hundred agent startups promise autonomy but only a few are solving the real problem: execution. @codecopenflow might be the first that gives AI a body. Category: RoboFi Product report"
X Link @stacy_muur 2025-10-08T12:08Z 71.1K followers, 8984 engagements

"Starknet has come from you can mint BTC to a fully-fledged BTC-Fi stack. tBTC by @TheTNetwork is now central to staking DeFi and cross-chain flows. Here's how @Starknet quietly built the most comprehensive BTC layer with tBTC at its core"
X Link @stacy_muur 2025-10-09T08:55Z 71.1K followers, 6591 engagements

"In June 2025 tBTC went live on Starknet. BTC holders could deposit native BTC and receive tBTC directly on Starknet no centralized bridges no signatures fully trust-minimized. Minting happens automatically through @TheTNetwork's dApp:"
X Link @stacy_muur 2025-10-09T08:55Z 71.1K followers, XXX 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 @stacy_muur 2025-10-09T14:53Z 71.1K followers, 29.1K engagements

"Across 30+ projects that launched in 2025 at $500M+ FDV the average FDV decline since TGE is -45%. Some of the biggest drawdowns came from: @UltiverseDAO (ULTI): -XXXX% @BioProtocol (BIO): -XXXX% @Nexpace_HQ (NXPC): -XXXX% @GoPlusSecurity (GPS): -XXXX% @SolvProtocol (SOLV): -XXXX% Sad story"
X Link @stacy_muur 2025-10-10T10:34Z 71.1K followers, 7802 engagements

"Somnia mainnet is here. Im looking at validator distribution throughput and how fast real users start arriving. My @Somnia_Network post-TGE report"
X Link @stacy_muur 2025-10-10T13:50Z 71.1K followers, 5501 engagements

"Okie a good discount weekend here. What are we buying"
X Link @stacy_muur 2025-10-11T08:01Z 71.1K followers, 7236 engagements

"The most popular DeFi products on @SeiNetwork: Lending @YeiFinance @TakaraLend DEX @SailorFi @dragonswap_dex Liquid staking @splashing_xyz @Silo_Stake CDP @synnax_labs RWA @gaib_ai Bridge @StargateFinance"
X Link @stacy_muur 2025-10-12T11:22Z 71.1K followers, 8696 engagements

"After bloody markets like the one we had yesterday it's very important track the ones that get a comeback fastest. Top-10 24h gainers: $DASH $CAKE $BNB $MORPHO $ASTER $MNT $ETC (wow) $OKB $ATOM $VET $BNB $MNT $OKB exchange tokens"
X Link @stacy_muur 2025-10-12T12:45Z 71.1K followers, 9111 engagements

"A new wave of rollups is emerging that hand sequencing back to Ethereum. No admin keys No trusted sequencers Full Ethereum neutrality Only a few are live today. Many more are on the way. Heres the full landscape Based Today: @0xFacet: The only L2 without an off switch unstoppable no admin keys truly decentralized @taikoxyz: A permissionless Ethereum-equivalent ZK rollup scaling solution @intmaxIO: A stateless zkRollup built for scalable low-cost privacy-friendly payments (and minimal on-chain overhead) Based Soon: @aztecnetwork: A privacy layer for Ethereum enabling encrypted smart contracts"
X Link @stacy_muur 2025-10-13T11:26Z 71.1K followers, 8980 engagements

"The reality is that most projects treat TGE as the finish line. That's sad. So I will always be supporting teams that treat it as the starting point. @GOATRollup is one of them. For Goat Q4 is about execution: BitVM2 beta mainnet toward a real zk-powered Bitcoin L2 Safebox risk-free BTC yield live now DOGE native bridge bringing memecoins into BTCFi Ecosystem fund + sequencer dashboard builder transparency and decentralization A rare case of delivery post TGE these days"
X Link @stacy_muur 2025-10-14T08:38Z 71.1K followers, 7572 engagements

"An update on @b3dotfun Anyspends Q2 Points Campaign is live and this one comes with airdrops on the line X Use Anyspend for deposits swaps or trading earn points get $ANY airdrops X X% of supply in this round part of a XX% community allocation X All fees fuel buybacks for $ANY & $B3 X $ANY holders get discounted transaction fees Anyspend is simplifying on- and off-ramping: swap any token any chain with Apple Pay card or ACH. No bridges. No friction. Web3 is finally becoming accessible"
X Link @stacy_muur 2025-10-15T08:20Z 71.1K followers, 13.3K engagements

"2/ Ethereum gives treasuries more tools than Bitcoin Bitcoin treasuries can only buy and hold. Ethereum treasuries can also stake for yield use smart contracts build on Layer 2s and take part in DeFi. If ETH and BTC had started on the same day Ethereum might have been the dominant treasury asset from the beginning"
X Link @stacy_muur 2025-10-15T10:17Z 71.1K followers, XXX engagements

"3/ The numbers behind the bullishness ETH treasuries may trade at a premium to their net asset value. Why X for ETH holdings +0.6 for staking yield +0.4 for index inclusion (like MicroStrategy) MSTR trades at XXX with no yield. ETH treasuries have more structural upside"
X Link @stacy_muur 2025-10-15T10:17Z 71.1K followers, 1000 engagements

"4/ Three approaches one goal Bit Digital uses unsecured debt + ties to AI infra Bitmine massive balance sheet $2.5B daily liquidity Sharplink deep infra + MetaMasks 100M users Different paths same aim: accumulate ETH and build on it"
X Link @stacy_muur 2025-10-15T10:17Z 71.1K followers, XXX engagements

"5/ New kinds of financing are emerging Sam Tabar announced the first unsecured convertible debt for an ETH treasury. This matters because unsecured debt lets you survive downturns without forced liquidations something secured debt cant do. Theyre bringing sophisticated financing into crypto"
X Link @stacy_muur 2025-10-15T10:17Z 71.1K followers, 1880 engagements

"Thank you @legiondotcc. Thank you @yieldbasis. Stacy eats well today"
X Link @stacy_muur 2025-10-15T12:00Z 71.1K followers, 7432 engagements

"In a market where most DePIN tokens follow the same speculative arc $ETAN stands out for one reason: its tied to real economic activity. @Etarn2025s model converts waste into liquid fertilizer and carbon credits creating tangible revenue streams independent of token hype. Its core business (fertilizer sales) scales with agricultural demand not crypto sentiment giving $ETAN some insulation during market drawdowns. With tech already live in China and an India rollout planned for 2025 Etarn sits at the intersection of sanitation infrastructure sustainability and DePIN economics. Currently listed"
X Link @stacy_muur 2025-10-15T14:58Z 71.1K followers, 6141 engagements

"The institutional crypto panel at Token 2049 dropped some serious alpha btw Moderated by @CNBC's Elaine Yu with: Richard Teng (Binance CEO) Hunter Horsley (Bitwise CEO) Tim McCourt (CME Group) Heath Tarbert (Circle President) Here are the X key takeaways that matter 1/ INSTITUTIONAL ADOPTION IS EXPLODING @CMEGroup numbers tell the story: Open interest: $30-40B daily (up XXX% YoY) Trading volume: $15B+ daily (up XXX% YoY) But here's what's wild: Solana futures hit $1B open interest in X months (Ethereum took X months Bitcoin took X YEARS) @solana went from $1B to $2B in open interest faster"
X Link @stacy_muur 2025-10-15T18:05Z 71.1K followers, 5847 engagements

"Have received a lot of questions on @brevis_zk lately heres a short memo The main problem Brevis solves: Every transaction on Ethereum must be re-executed by 800K+ validators for consensus. This guarantees security but makes complex on-chain logic like reward distribution or historical analytics prohibitively expensive. Brevis removes that bottleneck. It runs computations off-chain then proves correctness on-chain with zero-knowledge proofs so apps can analyze trading history calculate rewards or run sophisticated algorithms without forcing every validator to re-execute them. Already live at"
X Link @stacy_muur 2025-10-16T16:02Z 71.1K followers, 7928 engagements

"ETFs treasuries and sovereign funds now hold XXX% of Bitcoin supply. Their next problem isnt custody its productivity. So @GOATRollup's bet seems to be well-aligned: the next cycle wont be about price itll be about yield. BitVM2 + zkVM infra enable a trustless BTC yield layer. Risk-free at XXX% APR Low-risk starting at X% APR Sequencer PoS Staking at 40%+ APR Not bad at all eh"
X Link @stacy_muur 2025-10-17T08:30Z 71.1K followers, 6236 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 @stacy_muur 2025-08-12T14:32Z 71.1K followers, 28.9K engagements

"The map of the largest yield-bearing stablecoins. Sorted by TVL / Supply. Featuring APR + Airdrop potential. Risk criteria: If the stablecoin yield comes from volatile assets / strategies Higher risk. If it comes from treasuries / more stable yield sources lower risk"
X Link @stacy_muur 2025-09-02T10:59Z 71.1K followers, 35.6K engagements

"Advertising runs on black boxes. Impressions bids outcomes most of it is invisible unverifiable and prone to misreporting. The integration of @AlkimiExchange with @WalrusProtocol Every ad interaction is now stored permanently on-chain. This is huge for AdFi. In a $750B industry that survives on approximations this is a structural shift. Curious outside advertising which industries would benefit most from permanent verifiable data trails"
X Link @stacy_muur 2025-09-09T14:12Z 71.1K followers, 5983 engagements

"Here's my updated stablecoin portfolio I want more opportunities. Send them"
X Link @stacy_muur 2025-09-28T16:08Z 71.1K followers, 32.8K engagements

"Liquidity started with a single WBTCtBTC pool on Ekubo Starknets top DEX: No incentives were live. The goal was to lay reliable native minting + liquidity rails first"
X Link @stacy_muur 2025-10-09T08:55Z 71.1K followers, XXX engagements

"$LAB is about to launch today and yesterday they added some clarity on tokenomics the missing part of my yesterday's @LABtrade_ thesis. Only a small fraction of supply enters circulation at launch. Revenue: verified $3.5M pre-launch. Retention: 30K active traders 1M+ monthly txs. Reduction: XX% buyback policy. The major thesis for $LAB remains the same: Liquidity powers traders traders grow the network the network pays back in $LAB. Watching this TGE closely"
X Link @stacy_muur 2025-10-14T13:42Z 71.1K followers, 8436 engagements

"Was researching @ArchNtwrk this week; a very interesting new player in the BTCfi category. Key thesis: Arch is betting on Bitcoin DeFi's explosive growth ($307M $6.36B TVL in 2024-2025 a 20x surge) by offering bridgeless execution via ArchVM a Rust-based zero-knowledge virtual machine that enables Solana-like speeds while preserving Bitcoin's security model. Timing is very good actually BitcoinFi TVL crossed $10B in August 2025. Will post more on them as I dive deeper"
X Link @stacy_muur 2025-10-17T11:49Z 71.2K followers, 6283 engagements

"Energy Web3 is a very new DePIN category. @fuseenergy with its massive funding ($100M) is at the forefront and here's my analytical note on $ENERGY *** The power grid is one of humanitys largest machines and one of the slowest to evolve. Built for coal and gas plants that could ramp on demand it was never designed for millions of small variable producers like solar rooftops and wind farms. The result: clean energy wasted fossil backups burned and a system that reacts too late. What if we bring this thesis to Web3 @fuseenergy sits in the middle of that tension rebuilding energy as a system"
X Link @stacy_muur 2025-10-17T14:43Z 71.2K followers, 6951 engagements

"Lol. Help me decide. X Accept X Block or report X Delete God-level dm I think"
X Link @stacy_muur 2025-10-18T07:56Z 71.2K followers, 8339 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 @stacy_muur 2024-03-25T10:05Z 71.2K followers, 306.7K engagements

"Remember @satoshivm"
X Link @stacy_muur 2025-08-05T14:42Z 71.2K followers, 7238 engagements

"4. @SuccinctLabs: A network that makes zero-knowledge proofs easy powered by SP1 (a super fast zkVM). Current stage: Live with 35+ partners securing $4B+ TVL. Backed by Paradigm. Token angle: $PROVE token is live. X% was airdropped to early contributors with more distribution rounds ongoing. $PROVE runs at a $900M FDV $175M cap and $49M daily volume; pure early-unlock dynamics"
X Link @stacy_muur 2025-09-09T12:18Z 71.2K followers, 1144 engagements

"5. @3janexyz: A credit-based money market issuing USD3 a yieldcoin backed by credit lines secured with DeFi CEX bank assets and future yield. Current stage: Early access live (U.S. only) $53M TVL verified. Token angle: No token yet potential airdrop speculation for early depositors and sUSD3 stakers"
X Link @stacy_muur 2025-09-09T12:18Z 71.2K followers, XXX engagements

"In October Starknet launched BTC-Fi Season and with it tBTC staking went live. Starknet supports wrapped BTC for staking and tBTC was selected as an official asset. Holders can stake via validators (STRK) or through liquid staking providers like"
X Link @stacy_muur 2025-10-09T08:55Z 71.1K followers, XXX engagements

"Staking yields are currently 4%+ APY with XX tBTC staked and over $2M TVL on . Users receive xtBTC as a tokenized receipt; rewards auto-compound. tBTC staking far outperforms: Babylon BTC staking: XXXX% Aave tBTC supply rate on Ethereum: 0.02%"
X Link @stacy_muur 2025-10-09T08:55Z 71.1K followers, XXX engagements

"10 Things I Hate About Crypto X. I hate when you manipulate the market to liquidate longs / shorts. X. I hate when you care about the token more than the product. X. I hate the culture of degening when it's positioned as the wealth bridge for beginners. X. I hate it when founders have ego and stay deaf to people's feedback. X. I hate ugly UX and poor liquidity depth when a trade results in -XX% "just because". X. I hate immediate dumps from Binance airdrop recepients. X. I hate that in this industry it's absolutely fine to fake social and product metrics. X. I hate complaints instead of"
X Link @stacy_muur 2025-10-10T15:22Z 71.2K followers, 11.1K engagements

"My research lens has recently widened; my focus is now mostly on Infra DeFi RWA and deAI. deAI is a relatively new thing here. Last year DeFAI was a hype; now it's a solid track. @FractionAI_xyz is one of the protocols that sits at the intersection of narratives I'm watching. Main thesis: Build a protocol where AI agents compete learn and evolve on-chain earning rewards as they improve. Creators own and govern their agents. Every success compounds intelligence across the network. Its DeFi logic applied to cognition: open composable and user-owned. Watching FractionAI closely"
X Link @stacy_muur 2025-10-10T18:49Z 71.2K followers, 13.1K engagements

"A new liquidity incentive program on my radar that rewards liquidity that lasts. @Somnia_Network just launched the Somnia Liquidity Points (SLP) Program a 90-day initiative distributing 1000000 $SOMI to users who grow liquidity across Somnias ecosystem. Key highlights: Rewards are time-weighted not whale-weighted The longer you stay in the pool the higher your multiplier Liquidity on @SomnexXYZ @somniaexchange @QuickswapDEX and @tokos_fi earns SLP More details"
X Link @stacy_muur 2025-10-13T16:27Z 71.2K followers, 9555 engagements

"Stacy Monad now"
X Link @stacy_muur 2025-10-14T21:08Z 71.2K followers, 8698 engagements

"My bull case for @WalrusProtocol (60% probability) Thesis: Walrus is critical infrastructure for the @SuiNetwork ecosystem and positioned at the intersection of AI DePIN and Web3 storage three massive secular trends. They already have: Real utility: Storage payments create organic demand $140M raised from top VCs (Standard Crypto Franklin Templeton) @Mysten_Labs pedigree Built by Sui creators Deflationary tokenomics: Usage-based burning reduces supply Exceptional liquidity for 6-month-old token AI narrative: Decentralized AI dataset storage is huge TAM Sui ecosystem growth Walrus benefits"
X Link @stacy_muur 2025-10-16T09:20Z 71.2K followers, 6462 engagements

"We all know what this means. $GAIB season is here. Heres my updated $GAIB thesis @gaib_ai sits at the intersection of three trillion-dollar markets AI RWA and DeFi but unlike most narrative plays its already producing real on-chain revenue. Core fundamentals: $200M TVL across tokenized GPU and robotics infrastructure $20M+ in annualized user yield $7M in protocol revenue from X% tokenization + XX% platform fees $15M raised from top-tier investors Real product adoption not speculative liquidity That puts GAIB ahead of most RWA peers in revenue efficiency per TVL. GAIBs model tokenizes physical"
X Link @stacy_muur 2025-10-16T17:38Z 71.2K followers, 14.1K engagements

"A snapshot of @Almanak__'s traction: TVL: $5M $167M in XX Days (+3227%) 30-Day Growth: +165.29% ($62.94M $166.98M) 7-Day Growth: +2.54% (consolidation phase) What this means: X Almanak is the fastest-growing AI DeFi protocol (outpacing Giza's $25M TVL by 6.6x). X Capital inflows accelerating: Sep XX saw the highest net inflow since first vault launch X Institutional interest: Large deposits suggest whale/fund participation Are you watching Almanak Already a depositooor"
X Link @stacy_muur 2025-10-17T16:08Z 71.2K followers, 7047 engagements

"Why can't crypto payments enter the real economy Spoiler: They can. Featuring @pieverse_io. Lets start from the basics. When you get paid in crypto here's what happens: USDT lands in your wallet. You have a transaction hash. That's it. No invoice. No receipt. No documentation. Just an onchain timestamp that your accountant can't use. This is the actual problem. Crypto transactions already have immutable timestamps onchain. But without context or compliance those timestamps are just data. Tax authorities don't recognize transaction hashes. Accountants can't reconcile wallet addresses."
X Link @stacy_muur 2025-10-17T17:57Z 71.2K followers, 8643 engagements

"As I'm preparing a big report on @centrifuge here's a teaser for you. Everyone who's watching RWAs knows Centrifuge but I'm sure you're unaware of their latest progress Recently hit an ATH TVL of $1.3B Bridging institutional finance and DeFi through deRWA tokens Its deRWA deJAAA gives onchain exposure to AAA-rated CLOs from Janus Henderson x Anemoy. Why is this huge Modular vaults: Convert institutional-grade assets (treasuries credit bonds) into composable yield-bearing tokens. Composability: deRWA tokens like deJAAA can be used across DeFi staked lent or collateralized just like"
X Link @stacy_muur 2025-10-17T19:40Z 71.2K followers, 9409 engagements

"ATH ROIs of the launchpads mentioned: @MetaDAOProject 12.44x @buidlpad 9.95x @legiondotcc 4.12x @echodotxyz 24.15x Data source: @CryptoRank_io"
X Link @stacy_muur 2025-10-18T19:19Z 71.2K followers, 15.2K engagements

"I agree @CantonNetwork is indeed one of the strongest protocols entering the market recently. Basically if RWA tokenization is the next trillion-dollar trend Canton already owns the rails. Its network of networks architecture lets banks decide whats private whats shared and what regulators see all within a single synchronized ledger. Its already live with: Broadridge DLR $5.9T/month tokenized repo volume Goldman Sachs GS DAP digital bond issuance HSBC Orion & BNP Neobonds on-chain treasuries and MMFs $397M raised. $135M in the latest round. 400+ institutions onboarded. No token pre-mine no VC"
X Link @stacy_muur 2025-10-19T13:40Z 71.2K followers, 11.4K engagements

"As I'm waiting for my @ether_fi card application to be reviewed let me try to convince you to join my squad of crypto card holders. ( )☆.* X. Cashback (up to 3%) X. All dollars on balance are yield-bearing X. Travel discounts It's really a classic bank account you might have but with crypto superpowers (no need to fiat off-ramp all the time). My bounty from inviting you is the referral so make sure to use the link below if you decide to join my squad Welcome to banking from 2025 anon"
X Link @stacy_muur 2025-10-19T15:54Z 71.2K followers, 7156 engagements

"Icymi BNY Mellons CEO name-dropped @OpenEden_X on their earnings call. Its the worlds oldest bank recognizing that tokenized T-Bills are now part of the global capital market infrastructure. Probably nothing"
X Link @stacy_muur 2025-10-20T09:50Z 71.2K followers, 5770 engagements

"Just sat through the most bullish Ethereum panel of the year - The Rise of Digital Asset Treasuries Hosted by @PanteraCapital with CEOs of the three largest ETH treasuries: Tom Lee CIO and Portfolio Manager / Chairman @fundstrat / Bitmine Joseph Lubin CEO @Consensys Sam Tabar CEO @BitDigital_BTBT Here are the X key takeaways that changed how I think about ETH"
X Link @stacy_muur 2025-10-15T10:17Z 71.2K followers, 15.1K engagements

"Ive seen plenty of community-first projects in Web3 they all talk about engagement quests and roles. But most of that activity lives outside the actual protocol. In Taluss case every action feeds back into the system itself; each quest post or contribution becomes part of how the network learns coordinates and measures behavior. That makes participation less about visibility and more about input. Youre not just helping the brand grow; youre training the network to function better. Its an early example of what community as computation could look like when user behavior becomes data and data"
X Link @stacy_muur 2025-10-19T08:52Z 71.2K followers, 7528 engagements

"Btw here's another interesting math thing re @flyingtulip_ from @AndreCronjeTech As I get it the floor rises with every burn. Following the table below: Even if market price crashes from $XX to $X the floor is still $X (not $X anymore) because: 500M tokens remain $2.5B treasury backing them $2.5B 500M = $5/token floor I think I get it right but appreciate comments from my fam 3"
X Link @stacy_muur 2025-10-20T17:40Z 71.2K followers, 5669 engagements

"The ZK frameworks are establishing footholds: AggLayer (Polygon): $603M TVS across X projects XXXX% ETH/LST composition (highest) XXXX% activity share despite XXXX% TVS share zkSync Elastic Chain: $1.62B TVS across XX projects X chains $100M TVS Exploring Avail + Ethereum DA Both showing early traction with room to grow"
X Link @stacy_muur 2025-10-03T08:33Z 71.2K followers, 2186 engagements

"Who leads where: Activity Leader: Superchain XXXX% of all L2 activity (2.5x their TVS share) TVS Leaders: Superchain ($23.11B) & Orbit ($20.91B) - Combined XX% market share Deployment Leader: Orbit - XX live projects (most chains launched) Security Leader: Superchain - X out of X total Stage X projects ecosystem-wide Ethereum Alignment: Superchain - XXXX% of all blob usage Stablecoin Hub: Orbit - XX% stablecoin composition (DeFi focus) Fastest Growing: zkSync & AggLayer - Small but establishing their niches"
X Link @stacy_muur 2025-10-03T08:33Z 71.2K followers, 1938 engagements

"The AI market is split: OpenAI Anthropic Perplexity: high utility zero openness. Bittensor DeepSeek: open networks but limited real-world utility. @SentientAGI is the only system that maximizes both. Its open-source and high-performance coordinating 100+ partners across compute data and agents. Like Linux it turns individual contributions into collective strength. Thats why its positioned not just as another AI protocol but as the open backbone for the AGI era. Bullish on Sentient"
X Link @stacy_muur 2025-10-18T14:22Z 71.2K followers, 7463 engagements

"Not sure if you noticed but @HyperliquidX leads by exchange liquidations for already a few weeks. This is a two-sided thing. Good for $HYPE because: Liquidations = trading fees (Hyperliquid earns on every liquidated position) High liquidations = high trading activity = more users 40x leverage + zero fees = unique value prop (vs. Binance/Bybit) But it's also a ticking time bomb: Insurance fund risk (if liquidations exceed reserves) Regulatory risk (40x leverage = target for enforcement)"
X Link @stacy_muur 2025-10-20T14:38Z 71.2K followers, 4327 engagements

"The @Kalshi vs. @Polymarket split actually mirrors the entire industry: Regulated rails vs. permissionless speed Institutional legitimacy vs. cultural liquidity Both are necessary. One gives markets credibility the other gives them life. Together they make truth tradeable. Great article @MercyDeGreat"
X Link @stacy_muur 2025-10-20T19:24Z 71.2K followers, 4449 engagements

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/creator/twitter::1562768344725344256/posts