Stacy Muur Profile picture
Jun 25 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

Oct 21
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
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
Sep 30
Last week, @rise_chain announced a $3.2M seed round with participation from @VitalikButerin to develop a Gigagas L2.

Let's break down the Gigagas buzzword and see if it's worth keeping an eye on ↓ Image
The new generation of Ethereum L2s is now emerging, focusing on extremely high throughput.

This progression follows the shift from the "Just scale" thesis to "Scale for max speed." @rise_chain is the second to join this race, following @megaeth_labs – both supported by Vitalik. Image
Gas per second is another metric for measuring blockchain throughput. Currently, we're in the Megagas Era, where modern L2s can process gas units in millions of gas units per second.

@rise_chain aims to push the limits by ushering in the Gigagas Era, processing over 1 billion gas per second.Image
Read 10 tweets
Sep 26
The three driving forces of Web3 are degening, speculation, and yields.

First, we had the memecoin frenzy.
Next, @Polymarket saw a 300% TVL increase since July.
Now, @LogX_trade has reached $20B in volume.

Here's the LogX's playbook as go-to platform for speculation ↓ Image
While infrastructure and technology are crucial, the primary use case of crypto has always been earning—whether through high-risk degening or low-risk passive investments.

In this domain, @LogX_trade aims to be a super app for all these activities.
LogX aims to unite all speculation primitives:

• Perpetuals (live)
• Leveraged prediction markets (up to 20x leverage, live)
• Option and spot markets
• Memecoin launchpad
• RWAs and Treasury yields
• Gaming Image
Read 9 tweets
Sep 25
One of the common blockers for Web3 adoption is privacy.

From dark pools and privacy-first social platforms to private AI and healthcare dApps – all these use cases demand robust privacy infra.

@nillionnetwork understands this priority better than anyone, and here’s why ↓ Image
In the current setup, once data is encrypted and stored on-chain, it must be decrypted for computations and then re-encrypted.

This decrypt-compute-reencrypt cycle not only introduces potential security vulnerabilities but also leads to inefficiencies in data handling.
This imposes limitations on high-value data in healthcare, entertainment, personalized AI training, and even DeFi (refer to my report on Dark Pools and their importance for the future of Web3).

So how does @nillionnetwork address this?
Read 12 tweets
Sep 23
GameFi has long been a strong bet for driving adoption.
However, over time, the bottlenecks have become more apparent.

What's the current state of Web3 gaming?
And what are the games to watch?

Check out my summary of @Delphi_Digital's "Mid Year Gaming Review" study ↓ Image
To add extra value to this research, I've included key highlights from Delphi's Report along with a list of noteworthy new Web3 games.

The list is quite extensive, so please check my Substack publication for the details ↓
stacymuur.substack.com/p/the-state-of…
Image
Since early 2024, Web3 gaming has underperformed compared to other crypto altcoin sectors, losing 33% of its market capitalization, while the altcoin market has declined by 14%.

Despite this, Web3 gaming remains a strong player, accounting for 30% of all dApp activity with 2.1 million daily active wallets.Image
Read 15 tweets

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