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Crypto's Fat Thesis: Key Players Across Core Earning Verticals
Mapping where value actually accrues across crypto’s stack.
Jan 15
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Stacy Muur
3
1
Watchlist for 2026: Based on a16z’s Big Ideas
In mid-December, a16z dropped their yearly "Big Ideas for 2026". Here's my watchlist inspired by the main theses from their vision. Enjoy reading!
Jan 2
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Stacy Muur
26
3
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11 Themes of 2025: The Year It Changed for Everyone
In my view, 2025 proved an inflection point for crypto: it shifted from speculative cycles toward foundational, institutional-scale structures. Below I…
Dec 11, 2025
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Stacy Muur
4
Weekly Crypto Watchlist (Nov 30 – Dec 6, 2025)
Next week will be one of the heaviest structural weeks of Q4. Ethereum’s biggest cost reset in years, $450M+ in token unlocks, multiple TGEs, privacy…
Nov 28, 2025
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Stacy Muur
5
Neobank Thesis: Ether.fi Cash – The #1 Neobank in 2026?
The crypto neobank sector has experienced explosive growth in 2025. This article dives deep into the offering of Ether.Fi – one of the most fast-growing…
Nov 21, 2025
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Stacy Muur
5
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Recent posts
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The Perp DEX Wars of 2025: Hyperliquid, Aster, Lighter, and EdgeX
For much of the past year, Hyperliquid ruled supreme – but now its market share has plunged to just 20%, as new challengers carve out territory. Deep…
Nov 17, 2025
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Stacy Muur
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Neobank Almanack: The Only Article You Need to Read to Go Neobanked
The missing piece of crypto and fiat worlds – neobanks – are finally getting mainstream adoption. This is my comprehensive vertical overview, so you…
Nov 3, 2025
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Stacy Muur
7
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Tria: The Next Big Legion/Nozomi Sale & Guaranteed Allo Shortcut | 8.21 Muur Score
Participants of the latest Legion/Nozomi sales have eaten well. Tria is their next sale, launching on Nov 3, and here's how you get a guaranteed…
Oct 30, 2025
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Stacy Muur
2
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Limitless: $515M+ Volume, Tier-1 Backers. Is this still the Binance of Prediction? | 7.78 Muur Score
Just weeks after TGE, Limitless already had its FUD & FOMO hours. But what is the long-term bet on Limitless? Will it evolve into one of the major…
Oct 29, 2025
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Stacy Muur
1
Flying Tulip: A Realistic Look on One of the Most Hyped DeFi Innovations
Flying Tulip is one of the most innovative protocols discussed on CT – a new protocol by Andre Cronje with $200M seed round and another $800M to be…
Oct 17, 2025
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Stacy Muur
11
The Return of ICOs: 500%+ Public Sale Returns Are Real
For the first time since the wild days of 2017, ICOs are back, but the mechanics look nothing like the gas-war chaos of the past. This isn’t a nostalgia…
Oct 16, 2025
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Stacy Muur
7
2
The Rise of Based Rollups: From Fragmentation to a Unified Ethereum
Based rollups are the endgame for solving rollup fragmentation, by unifying everything under Ethereum-wide sequencing.
Oct 8, 2025
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Ethereum Fusaka Upgrade: Live on Holesky Testnet
Fusaka goes live on Holesky testnet with PeerDAS as the main feature, scaling blob space to deliver lower fees and smoother experiences on rollups
Oct 1, 2025
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YieldBasis: $150M+ Committed 24h after Legion Sale Launch – Why? | 8.26 Muur Score
YieldBasis is a big win for Legion – and one of the most oversubscribed launches this year. Here's my investment memo that will help you navigate the…
Sep 30, 2025
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Stacy Muur
9
Anoma Pre-TGE Analysis | 8.12 Muur Score
As today marks the final day for Anoma pre-TGE submissions, it's the perfect time to share my analysis of their thesis, focusing on the strengths of…
Sep 22, 2025
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Stacy Muur
6
3
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OpenEden Pre-TGE Invest Memo: 8.27/10 Muur Score
OpenEden sets the gold standard for regulated RWA tokenization. With their $EDEN TGE planned for late September 2025, it's time to share my investment…
Sep 19, 2025
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Stacy Muur
5
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Information Markets: The Next $100B Play (While It’s Still Early)
As the attention economy fades, information itself becomes the asset. Here’s why information markets matter, who’s leading, and how you can position…
Sep 12, 2025
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Stacy Muur
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Top posts
Godmode Research: 50 Tools for DYOR
Oct 7, 2024
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Stacy Muur
150
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How to Use Dune: Advanced Guide + Top Dashboards to Bookmark
Apr 10, 2025
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Stacy Muur
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Airdrops to Farm: List for Q4 2024
Sep 20, 2024
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Stacy Muur
40
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Big Ideas from a16z: Top Projects to Watch in 2025
Dec 17, 2024
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Stacy Muur
30
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Are Memecoins a Springboard to Gains This Bull Run?
Nov 19, 2024
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Stacy Muur
21
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