Stacy in Dataland

Stacy in Dataland

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Crypto's Fat Thesis: Key Players Across Core Earning Verticals
Mapping where value actually accrues across crypto’s stack.
 • Stacy Muur
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!
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur

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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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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.
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
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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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…
 • Stacy Muur
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