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Stacy Muur Profile picture
@stacy_muur
Jan 1 • 1 tweets • 1 min read • Read on X
10 predictions for 2025

1. $SOL will reach $300.

2. Ethena's $USDe will surpass an $8 billion market cap and become one of the top 20 on CMC.

3. $NEAR will overtake $DOT, $HBAR, and $XLM by market cap.

4. $MNT will reach a new all-time high of $1.5.

5. BTCfi protocols in the top 100 on CMC: $SOLV, $CORE, $STX.

6. OG AI Agents – $GOAT, $ZEREBRO, $AIXBT, $AI16Z – will have another FOMO ride.

7. Bitcoin's TVL will surpass $20 billion.

8. $MORPHO and $PENDLE will join the top 100 on CMC.

9. $WLD will have a hated rally.

10. Research companies like Delphi, Messari, Nansen, and Kaito will launch their AI Agents.

What are your predictions for 2025?

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More from @stacy_muur

Stacy Muur Profile picture
Jun 3
10 key insights from the latest @Delphi_Digital report on the Fat App Thesis + visual report summary ↓

Tap & hold to download in max resolution.

Bullish for: @HyperliquidX, @unichain, @pumpdotfun, @eigen_da, @celestia, @flashbots_x, and @angstromxyz. Image
@anildelphi @Delphi_Ventures @delphi_labs #1 The Fat Protocol Thesis, Broken?

For years, L1s like Ethereum captured huge valuations, ETH traded at 300× revenue. DeFi apps like Maker were at just 6×.

Now, apps are capturing more user activity & MEV, shifting value from protocols to apps. Fat Protocols are no longer fat. Image
#2 The Data Availability Squeeze

EIP-4844 cut L2 data costs by 90% with cheaper blob fees. Alt-DA solutions like EigenDA and Celestia now undercut Ethereum’s fees to near zero.

With DA fees evaporating, Ethereum’s main source of value, data availability is drying up.
Read 12 tweets
Stacy Muur Profile picture
Apr 21
10 early-stage protocols from @getmoni_io that 100% deserve your attention.

April 2025 edition.
1 tweet = 1 project.

[Research series] ↓ Image
1. @Burve_fi

• Category/Subcategory: DeFi/Yield Aggregator on @berachain

• One-liner: Maximizing yield on @berachain with multi-token swaps, LP leverage, and de-peg insurance.

• Airdrop potential: Medium-High (Very early project, low follower count, no token yet, classic airdrop setup)

• Token: Not live

• Notes: Positioning around LP optimization + risk management tools (insurance, leverage). Likely farming phase ahead.Image
2. @multiplifi

• Category/ Subcategory: DeFi/Yield Aggregation

• One-liner: Democratizing yield on native, stable, and real-world tokenized assets

• Airdrop potential: High (ORBs rewarded across testnet + mainnet; TGE confirmed)

• Token: Not yet launched

• Notes: ORBs (On-chain Reward Bonds) earned via testnet & mainnet staking; will convert at TGE.Image
Read 12 tweets
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

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