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Stacy Muur Profile picture
@stacy_muur
Jun 29, 2025 • 1 tweets • 1 min read • Read on X
When @a16zcrypto posted that stables are the killer use case of crypto, most of us didn't get the scale.

Stablecoin Transaction Volume: +49% YoY

→ 2025 Average: $702B/month
→ 2024 Average: $472B/month

Stablecoins have achieved clear product-market fit for fast, cheap global payments

Financial giants embracing stablecoins:

• Circle went public (NYSE)
• Stripe acquired Bridge (stablecoin infra)
• Coinbase introduced agentic payments with stablecoin support
• Visa & Mastercard expanding stablecoin features
• Meta exploring stablecoin payouts

Huge.
Data source: @a16zcryptoImage

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More from @stacy_muur

Stacy Muur Profile picture
Feb 3
A new shared margin layer is live on $SUI.

@DeepBookonSui made Margin a shared layer for the whole ecosystem.

Here’s a simple guide to use Margin and earn yield with DeepBook-enabled apps. Image
What DeepBook Margin is:

You trade with leverage on Sui, but liquidity comes from from DeepBook's shared liquidity layer

So you get:
• onchain borrowing + leverage
• visible execution onchain
• self-custody throughout Image
Why this matters for Sui DeFi:

• More margin activity usually drives more trades
• More trades usually deepen liquidity
• Deeper liquidity usually improves execution for everyone
Read 10 tweets
Stacy Muur Profile picture
Oct 15, 2025
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
Stacy Muur Profile picture
Jul 21, 2025
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
Stacy Muur Profile picture
Jun 3, 2025
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, 2025
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, 2025
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

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