Stacy Muur Profile picture
Apr 21 12 tweets 5 min read Read on X
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
3. @ambient_xyz

• Category/Subcategory: Crypto + AI Infrastructure

• One-liner: A PoW chain that turns AI model training into a secure, rewarded on-chain activity

• Airdrop potential: No formal airdrop campaign announced yet

• Token: Not yet launched

• Notes: No farmable points or airdrop mechanics so far. Backed by @a16z, @delphi_ventures, and @ambergroup_io.Image
4. @cline

• Category/Subcategory: AI Developer Tools/Autonomous Coding Agent

• One-liner: An open-source AI coding agent that helps write, debug, and ship full-stack code collaboratively.

• Airdrop potential: Low (No token model, strong SaaS/open-source focus, no reward programs announced)

• Token: None (No plans or signals for a native token)

• Notes: 1.3M installs, 31K+ followers, backed by strong dev traction. High GitHub activity (40K+ stars), but operates more like open-source infra than an on-chain protocol.Image
5. @optimex_xyz

• Category/ Subcategory: BTCFi

• One-liner: A non-custodial DeFi layer for native Bitcoin enabling swaps, lending, and margin trading

• Airdrop potential: Medium (No official program yet, but early app usage + alpha testers could be eligible)

• Token: Not live (No public info on TGE or tokenomics yet)

• Notes: No points, no token. Could be building for retroactive reward flow.Image
6. @convergeonchain

• Category/Subcategory: Institutional DeFi/Tokenized asset settlement layer​

• One-liner: An EVM-compatible Layer 1 merging TradFi & DeFi, enabling compliant settlement of tokenized assets & stablecoins

• Airdrop potential: Low (No airdrop announced; focus is on institutional adoption and compliance)

• Token: No native token; settles in USDe and $ENA

• Notes: Powered by @ethena_labs and @Securitize. Designed for both institutional and permissionless use cases. Early partners include @aave, @pendle_fi, @MorphoLabs, and @maplefinance.Image
7. @hubble_sonic

• Category/Subcategory: DeFi/Yield strategy fork

• One-liner: An evolution of Tomb Finance, reimagined on @SonicLabs for optimized DeFi yield strategies.

• Airdrop potential: Medium (Early-stage, no token confirmed, but mentions of user onboarding suggest incentives may follow)

• Token: Not live

• Notes: Project claims lineage from Tomb Finance, likely building a rebased or algorithmic yield structure.Image
8. @MonadicDNA

• Category/Subcategory: DeSci/Privacy-Preserving Genomics

• One-liner: Get health and lifestyle insights from your DNA without giving up control of your data.

• Airdrop potential: Medium (Waitlist opening soon, early-stage traction, no token announced but classic DeSci incentive structure likely)

• Token: Not live (No confirmed token or governance plans yet)

• Notes: Positions itself as a user-owned alternative to @23andMe. Winner of ETHGlobal 2024.Image
9. @spleniumai

• Category/Subcategory: DeAI

• One-liner: A chat-based AI copilot that helps users swap, manage NFTs, and track markets across EVM chains in real time.

• Airdrop potential: Medium (13K users, early growth phase, high interaction count suggests possible future reward mechanics)

• Token: Not live (No token confirmed)

• Notes: Could evolve into a personal DeFi layer or plug into existing wallets. Needs token or protocol layer for long-term flywheel.Image
10. @metadripai

• Category/Subcategory: AI Agent/DeFi UX Layer

• One-liner: An AI-powered crypto interface that lets you trade, stake, track, and launch tokens through a conversational agent.

• Airdrop potential: High (Mentions of staking, DAO governance, and token $DRIP suggest future rewards or early-user incentives)

• Token: Planned ($DRIP token referenced for voting and governance)

• Notes: App feels retail-focused, with an “everything-in-one” DeFi assistant experience.Image
History rewards attention before momentum.

This list isn’t a forecast, it’s a snapshot. Use it how you want.

Not every early project becomes a breakout. But every breakout once looked like this.

See you next month!

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More from @stacy_muur

Oct 15
Just sat through the most bullish Ethereum panel of the year - The Rise of Digital Asset Treasuries

Hosted by @PanteraCapital with CEOs of the three largest ETH treasuries:

→ Tom Lee, CIO and Portfolio Manager / Chairman @fundstrat / Bitmine
→ Joseph Lubin, CEO @Consensys
→ Sam Tabar, CEO @BitDigital_BTBT

Here are the 7 key takeaways that changed how I think about ETH ↓Image
1/ The legal fog has lifted

For years, Ethereum’s growth was held back because regulators wouldn’t clearly classify it. Developers hesitated, companies stayed quiet, and big money didn’t move in.

Now ETH is officially treated as a commodity. That uncertainty is gone. The door is wide open for builders and institutions.
2/ Ethereum gives treasuries more tools than Bitcoin
Bitcoin treasuries can only buy and hold. Ethereum treasuries can also stake for yield, use smart contracts, build on Layer 2s, and take part in DeFi.

If ETH and BTC had started on the same day, Ethereum might have been the dominant treasury asset from the beginning.
Read 9 tweets
Jul 21
Monad has:

• $250M in funding
• Claims of 10,000 TPS
• Ultra farmed testnet
• The lowest L1 sentiment on Ethos

What's wrong with @monad?

[Research series] ↓ Image
I found this on @ethos_network.

If you haven’t seen it, on Ethos, users lock ETH to back their judgments. If the community disagrees, they lose it.

Here’s how Monad’s looking right now:

📉 79% bearish
📈 Only 21% bullish

This thread explains the "Why". Image
The criticism and FUD aren’t coming from one place. It’s a cocktail of delays, Discord drama, VC fatigue, and transparency gaps.

Let’s start with what’s fueling the shift:

High expectations, missed timelines, and a community strategy that’s backfiring.
Read 17 tweets
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
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
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

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