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

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Stacy Muur

Stacy Muur Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @stacy_muur

Jun 16
Historically, memecoin seasons signal the end of bull cycles.

According to @MessariCrypto's Memecoin Investing research, it's now time to take profits.

Key insights ↓ Image
The chart below deserves most attention.
It compares the correlation between Ethereum and Memecoin market cap and discovers an interesting pattern:

Infra pumps → Memes pump → Memes Dump → Broader downswings. Image
This is very logical: Crypto bull markets usually begin with BTC or smart contract platforms due to factors like liquidity, risk-reward profiles, and technological breakthroughs.

These assets signal that "crypto isn’t dead," attracting speculation and development.
Read 8 tweets
Jun 10
Avail's mainnet launch is just around the corner.
Optimism, Arbitrum, zkSync, Polygon, and more plan to integrate @AvailProject's DA.

The best thing you can do with your $AVAIL?
Probably, staking.

Comparing $AVAIL staking to infra plays like $TIA and $DYM ↓ Image
Avail is a unification layer of Web3.

Think of it as @CelestiaOrg, @wormhole, and @eigenlayer under one roof, supercharged by $AVAIL.

• Avail DA (vs. Celestia, NEAR DA, Eigen DA)
• Avail Nexus (vs. Wormhole, chain abstraction)
• Avail Fusion (vs. Eigenlayer, restaking) Image
When focusing solely on Avail DA (for easier comparison with Celestia), the native token yield model shows striking similarities.

• Holders nominate $AVAIL to to validators and/or nomination pools
• They stake $AVAIL to secure Avail DA based chains
• Stakers earn rewards Image
Read 12 tweets
Jun 6
The future of Web3 is chain-agnostic.

Earlier this week, Connext rebranded to @EverclearOrg, set to become the first and only Clearing Layer of Web3.

This is the last missing piece needed to complete the Chain Abstraction puzzle.

Here's my ELI5 ↓ Image
With hundreds of rollups and appchains now in existence, the problem of capital fragmentation and the operational costs associated with managing funds cross-chain are becoming more pronounced.

Chain abstraction offers a solution to this issue.
The concept of Chain Abstraction, first introduced by @EverclearOrg (prev Connext) in 2023, simplifies cross-chain transactions and hides the complexity of the Web3 tech from the user.

Key layers of the Chain Abstraction Stack are Permissions, Auctions, Solvers, and Clearing. Image
Read 10 tweets
Jun 3
10 powerful visuals about Web3 ↓ Image
When convinced, be patient. Image
The worst thing you can do is nothing. Image
Read 11 tweets
Jun 1
DYOR: New memecoins from @getmoni_io's curated list + What to pay attention to when analyzing them ↓ Image
@CatFrogDogShark @lumi_hq @Jejecoineth @Golazosol @KittyAIsolana #1: $SOLANA – @CatFrogDogShark [LIVE]

Quick facts:
• Follows a narrative similar to $BITCOIN
• Launched just 3 days ago
• 1.5K members on Telegram
• $8M FDV
• A market maker (or sandwicher) earned the most.

Might be already to late to ape. Image
#2: $BUS @blastbus [PUBLIC SALE ONGOING]

• Claims to have raised 190 $ETH+ already ($740K+)
• Heavily shilled by NFT influencers
• Fresh account (created on May 22)

Very risky imo, don't expect a healthy TGE here. Image
Read 6 tweets
May 30
"In 10 years, all rollups will be ZK" © @VitalikButerin.
"We aim to become the L2 with the highest TPS capacity" © @Starknet.

The Starknet overview: Ecosystem, events, traction ↓ Image
A few weeks ago, @Starknet announced their definitive targets for the 2024 roadmap:

• Becoming the L2 with the highest TPS capacity
• Maintaining an average transaction fee consistently below $0.01

At the same time, the Foundation began deploying incentives to support growth.
The Seed Grants Program is one of the latest initiatives, designed to empower builders with funding of up to $25K.

This program has allocated $5M in funding to support teams creating dApps on Starknet, so we can expect to see many new protocols emerge in this ecosystem soon.
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(