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Stacy Muur Profile picture
@stacy_muur
Dec 8, 2024 • 1 tweets • 1 min read • Read on X
Just realized a thing that might not be obvious to many:

VCs invest in Web3 projects (token rounds, not equity) not because they expect them to be profitable.

They invest because they know you'll purchase those tokens at TGE, at a much higher FDV.

It's not about PMF.
It’s not about revenue.
It's about hype and marketability.

Think about it.

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More from @stacy_muur

Stacy Muur Profile picture
Feb 25
Why are we bleeding?

The 24-hour market snapshot coloured in RED ↓

• Market Cap: $2.91T (-6.39%, lowest since $2.71T on Nov 11, 2024)
• ~$400B in market cap vanished
• $1.51B liquidated
• $BTC at $87,678 (-6.72%)
• Bitcoin Fear & Greed Index: 25
• ETH (-9.76%), SOL(-12.23%), XRP(-10.86%), DOGE(-10.28%)

Wtf is happening?
Key factors ↓Image
The crypto market is collapsing like a house of cards & no one’s sure why. Let’s connect the dots between experts, panic, and hidden catalysts.

1. Bybit Hack:
Many linked the market downturn to the Bybit hack on February 21, 2025, during which $1.46 billion in crypto assets were stolen—the largest crypto heist of all time.

Result: This might create a risk-off sentiment that prompted many traders and investors to panic sell.

Why it might not be: Bybit remains solvent, with reserves exceeding liabilities and bridge loans filling liquidity gaps.Image
2. Trump's Tariff Announcement:

On February 24, during a press conference, Trump announced a 25% tariff on Canada and Mexico, shaking up markets and pushing investors away from risky assets like crypto.
Read 9 tweets
Stacy Muur Profile picture
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
Stacy Muur Profile picture
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
Stacy Muur Profile picture
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
Stacy Muur Profile picture
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
Stacy Muur Profile picture
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

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