Stacy Muur Profile picture
Jun 25, 2024 14 tweets 4 min read Read on X
DYOR: The ultimate guide to essential Web3 research tools. Image
The flywheel of Web3 research consists of two key steps:

1. Identifying promising protocols within a vast array of opportunities.
2. Researching these protocols to inform investment decisions.
#1: @tokenterminal – best for fundamentals

Identify gainers and losers by:

• TVL (for DeFi)
• Bridge deposits (chains)
• Trading volume (DEXes)
• Active loans (Lending)
• Assets staked (LST)
• Fees and revenue
• DAU & MAU trends

+ Deeper fundamentals research Image
#2: @dyorcryptoapp by @hmalviya9 – best for identifying top gainers

Discover the highlights of on-chain growth:
• TVL
• Fees
• Supply emission
• Price
• Trading volume
• Token holders
• DAU

Invite code: P4gKTxNQIE Image
#3: @DefiLlama – the most diversified on-chain data aggregator

Here, you can do on-chain research by:
• Chains
• Categories
• Parameters (i.e. fees or trading volume)
• Funding rounds
• Token unlocks
• Yields Image
#4: @MessariCrypto – the powerhouse of on-chain data and news

Messari offers the same depth of on-chain data and combines it with news and research stream:

• Daily AI news insights
• Regular research reports
• Token unlocks
• Watchlists Image
#5: @coinglass_com – market essentials for traders

• Filter assets by market cap, price change, and CEXes
• Analyze spot and futures net flow
• Track volumes, open interest, funding rates, and liquidations and filter by categories and other parameters Image
#6: @intotheblock – deep market intel and risk assessment

Essential for analyzing:
• Sentiment
• Large transactions
• Ownership distribution
• Depeg risks
• Health factor & high-risk loans Image
#7: @glassnode – another essential tool for traders

Glassnode probably has the largest set of on-chain insights for traders featuring the most popular assets.

Some highlights:
• Profit / loss analysis
• Wealth distribution
• MVRV
• Investor cap
• Realized volatility Image
#8: @cryptoquant_com – deep data insights

• Community-generated data sets
• Asset summary (sentiment, RSI, OI, on-chain indicators, etc.)
• Additional indicators: network stats, exchange flows, miner flows, derivatives, bank flows, etc. Image
#9: @getmoni_io – perfect for spotting early-stage projects

Moni analyzes accounts experiencing a spike in user interest from opinion leaders, VCs, DAO members, and more. It's like a social hype tracker for new projects.

10% discount code: discover.getmoni.io/?ref=WWMFDS
Image
More tools for in-depth research:

• @DuneAnalytics – data aggregators for DeFi protocols & airdrops
• @Footprint_Data – similar to Dune, more dashboards
• @LunarCrush – social sentiment analysis
• @santimentfeed – data highlights, visualized
• @CryptoPanicCom – news aggregator showing news price impact
• @CryptoRank_io – great for tracking fundraising
• @Token_Unlocks – token unlocks & tokenomics tracker
• @ArkhamIntel – wallet tracker
• @bubblemaps – visualized on-chain interactions
What other tools do you use on a daily basis?

Feel free to share in the commentaries below <3

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More from @stacy_muur

Nov 30, 2024
Recently, @Spectral_Labs launched Spectral Syntax V2 beta, which allows anyone to create autonomous, community-owned AI agents.

I decided to give it a try and launched my own AI Agent, relying on research data.

Now, I have the answer to whether AI Agents are a big thing ↓ Image
First, a disclaimer: please don't rush to purchase access to my AI Agent. It was created solely to test the functionality of Spectral Syntax V2.

I'm here to share my experience, not to shill my AI Agent (it's not very smart).

So now, with the disclaimer in place, let's move to the interesting part.Image
What is Spectral Syntax V2?

It's a platform for creating autonomous, community-owned AI agents. Unlike traditional logic-driven bots, these agents are self-organizing and operate independently, relying on humans solely to boost their productivity. Image
Read 10 tweets
Nov 19, 2024
Are memecoins truly a springboard for gains this bull run?

• What memecoin trackers don't reveal
• Key factors driving cult coins
• The current stage of the memecoin cycle
• The onboarding risk of the meme thesis

In-depth research ↓ Image
Many call this year the "Year of Memecoins," with charts showing memes outperforming all other Web3 narratives.

This thread highlights key points from my latest research.
For a more in-depth exploration, please read my publication on Substack ↓
stacymuur.substack.com/p/are-memecoin…Image
The main challenge in evaluating the memecoin sector's performance is that most dashboards include only the largest memecoins (or cult coins).

For instance, on @artemis__xyz, the memecoin index currently tracks only 19 of the largest memecoins. Image
Read 16 tweets
Nov 7, 2024
Sharing my Web3 research framework:

USP data → Metrics → Tokenomics → Runway → Clout rate → Future catalysts

All factors to pay attention to & template ↓ Image
In Web3, the data load is massive, with thousands of protocols spanning dozens of categories. Many investors either narrow their focus to specific narratives, or rely on pre-made insights from influencers and analysts.

In this thread, I’ll share a customizable research framework ↓
Step 1: Defining Your Research Scope

Why focus on specific categories? The answer is simple: effective comparisons. Each market segment has unique parameters that reveal insights into a protocol’s potential and market share. By analyzing protocols within a single vertical, you can make clearer, more accurate comparisons.
Read 10 tweets
Nov 1, 2024
Decentralized computing stands out as one of the most competitive sectors in Web3, significantly reducing computing costs for global businesses.

@ICN_Protocol is a noteworthy protocol with immense potential.

Here's why & how to be early ↓ Image
Impossible Cloud Network (ICN) is a decentralized, multi-service platform designed to revolutionize cloud infrastructure. ICN distinguishes itself through:

• SLA Oracle Nodes, ensuring reliable performance and transparency.
• Decentralized storage and computing, reducing costs and enhancing security.

• Scalable, flexible infrastructure that adapts to user needs, preventing vendor lock-in.

• Tokenized incentives that drive network growth and reward active contributors. Image
Read 14 tweets
Oct 21, 2024
Margin notes for @a16zcrypto's "State of Crypto 2024" report:

Key data highlights and additional context you might need for a full understanding of the market ↓ Image
When a16z dropped their annual "State of Crypto" report, most media outlets, X accounts, and Telegram communities, started sharing their beautiful charts. All these charts can be united with one simple red line: “We’re optimistic, and here’s why”.
I appreciate the work done by the a16z team. They conduct excellent research, and their mission to inspire belief in Web3 and its potential is something I truly admire.

In this thread, I want to share some additional context and data highlights to complement this report.
Read 12 tweets
Oct 8, 2024
Quick Fact: Liquid Restaking is just 33% of @puffer_finance's product stack.

Here's everything you need to know about Puffer as a comprehensive Ethereum scaling solution, its traction, and TGE expectations ↓ Image
Many know @puffer_finance as an LRT protocol, currently the 2nd largest by TVL after @ether_fi.

But in reality, Puffer's product is built on 3 core pillars:
• Anti-slashing LRT
• UniFi Based Rollup Stack
• UniFi Preconf AVS Image
While most readers are probably familiar with Puffer's LRT, let me introduce the other two products.

Puffer's UniFi is a Based Rollup with complete L2↔️L2 and L2↔️L1 interoperability, that features based sequencing and enables seamless and market's first atomic composability. Image
Read 11 tweets

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