Stacy in Dataland
Subscribe
Sign in
Home
Follow on 𝕏
Research
Archive
About
Anoma Pre-TGE Analysis | 8.12 Muur Score
As today marks the final day for Anoma pre-TGE submissions, it's the perfect time to share my analysis of their thesis, focusing on the strengths of…
Sep 22
•
Stacy Muur
3
3
OpenEden Pre-TGE Invest Memo: 8.27/10 Muur Score
OpenEden sets the gold standard for regulated RWA tokenization. With their $EDEN TGE planned for late September 2025, it's time to share my investment…
Sep 19
•
Stacy Muur
4
1
Information Markets: The Next $100B Play (While It’s Still Early)
As the attention economy fades, information itself becomes the asset. Here’s why information markets matter, who’s leading, and how you can position…
Sep 12
•
Stacy Muur
6
Can Crypto Survive the Liquidity Squeeze of the 2025 TGA Refill?
The U.S. Treasury’s $500–600B cash refill comes at a fragile moment, draining liquidity from markets and hitting crypto first through stablecoins. Why…
Sep 5
5
1
Better Metrics to Evaluate Web3 Success
Why it’s time to replace inflated numbers like TPS and TVL with harder-to-fake measures of real utility, trust, and reliability.
Aug 13
9
Recent posts
View all
What Do We Actually Mean When We Talk About Privacy in Blockchain Networks (And Why Is It Hard to Achieve?)
Your crypto wallet is broadcasting your entire financial life to the world. Here's how new onchain privacy tech is finally giving you back control over…
Jul 22
8
Kaito Leaderboards Drive Pre-TGE Buzz, But What Happens After?
This piece takes a critical look across multiple Kaito-aligned launches, $SKATE, $HUMA, $QUAI, and $SOON, to see whether the hype machine sustains…
Jul 9
•
Stacy Muur
10
Pro Guide to Glassnode [Practical]
Onchain data is a necessary edge. Whether you're trying to understand capital inflows, user growth, or the silent actions of long-term holders…
Jul 2
•
Stacy Muur
12
The State of New Chains: Berachain, Abstract, Unichain, Ink, and Worldchain
The blockchain landscape witnessed several high-profile launches in early 2025, each promising unique value propositions. Six months in, the data…
Jun 16
•
Stacy Muur
11
The 2025 Master List of Yield-Bearing Stablecoins
Ethena’s SUSDE and sUSDS together control ~77% of all YBS liquidity, and the lifetime real yield paid already exceeds $603M. Are yield-bearing stables…
Jun 8
•
Stacy Muur
6
Top-3 Cookie.Fun Pre-TGE Protocols You Should Farm Now
This is your high-conviction, no-fluff guide to farming Spark, Newton, and Union — all of which are: Pre-TGE, strongly trending, backed by capital and…
May 28
•
Stacy Muur
7
Do Token Unlocks Move Markets? A Data-Backed Review
Markets are no longer naive to unlocks, but they’re not numb either. I mapped how protocols responded when liquidity hit the market and what it says…
May 22
•
Stacy Muur
10
The State of ex. Web3 Superstars
People rarely leave a protocol just because the product breaks. More often, they leave when the story stops evolving when there’s nothing new to believe…
Apr 22
•
Stacy Muur
8
2
How to Use Dune: Advanced Guide + Top Dashboards to Bookmark
This is your Dune user master guide—one of the most comprehensive resources available. It covers everything from top dashboards to advanced search…
Apr 10
•
Stacy Muur
39
1
Bitcoin Yield Wars: Who Will Be the Lido of Bitcoin?
Yield-bearing and liquid Bitcoin became a big trend in 2024. Stacks, Solv, Core, Babylon are all vying to be the Lido of Bitcoin. But who will lead the…
Apr 2
•
Stacy Muur
5
The Real State of Gasless Web3
ERC-4337 wallets exploded with 2M+ gasless ops in 30 days, but the majority of transactions were driven by bots and one-time mints. What's the actual…
Mar 17
•
Stacy Muur
7
The Rise of PayFi: The Payment Layer of the Future
PayFi challenges the key bottlenecks of TradFi by bridging DeFi, RWAs, and on-chain credit, transforming payments into dynamic, yield-generating…
Mar 13
•
Stacy Muur
9
See all
