Stacy in Dataland

Stacy in Dataland

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Why All RWA Yield Flows Into Pendle
The stablecoin market is $310 billion and most of it just sits there earning nothing. As RWA adoption accelerates, Pendle stands out as one of the apps…
 • Stacy Muur
Terminal of Truth: 10 Polymarket Markets to Understand Sentiment | April 2026
I went through the crypto markets on Polymarket and pulled 10 that I think paint the clearest picture of what the money actually believes right now.
 • Stacy Muur
What Web3 Thinks About Marketing vs Reality – Based on 150+ Companies
We surveyed 150+ crypto companies. Here's what we found about how Web3 actually does marketing.
 • Stacy Muur
Why BTC Failed as Digital Gold
BTC didn't fail as an asset in 2025-2026. It failed to prove itself as digital gold, and the data makes that clear. Here's why the next thesis is more…
 • Stacy Muur
ZIGChain: Wealth generation infrastructure for everyone
ZIGChain is positioning itself as wealth generation infrastructure. Main thesis: Institutional-grade investment opportunities should be accessible…
 • Stacy Muur

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a16z Playbook: How to build in Web3 in 2026?
This report aggregates the core founder frameworks emerging from a16z crypto’s research, portfolio experience, and operational guidance.
 • Stacy Muur
How AI Boosts Crypto Research Production
Crypto research only feels chaotic when you don’t impose a lifecycle on it. Once I did, the noise dropped. Not to zero, but enough to think clearly…
 • Stacy Muur
Why AI Agents Don’t Need More Intelligence But Need Crypto
As AI agents begin to think, act, and transact independently, the question becomes how AI can safely participate in the economy. Blockchain enters the…
 • Stacy Muur
Ultimate Guide to Perp DEX Airdrops in 2026
This guide covers 8 leading perp DEXs with active points programs that are worth farming + proven farming strategies and tools. Ready? Go.
 • Stacy Muur
Polymarket Trading Tools Masterclass: Predict → Better
Like any Web3 powerhouse, Polymarket contains vast data that can enhance trading efficiency and optimize performance. This article guides you through…
 • Stacy Muur
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
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
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Stacy in Dataland
Stacy in Dataland
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