Stacy Muur

Stacy Muur

64,475 Twitter followers

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In Web3 since 2016. Ex CMO, (too) passionate about research & data. Founder https://t.co/YxZBKWgjYJ Telegram channel: https://t.co/d5Ioy4qbi8

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In fact, @helium’s burn economics are becoming one of the strongest supply sinks in crypto. • Last quarter: 100% of mobile subscriber revenue was burned into DCs. • September alone: $1.5M in revenue. • Last 24h: $61K burned automatically. Every dollar of usage → $HNT → burn. Crystal moat imo.

Meanwhile, we have just 6 assets from top-100 CMC in the 10%+ growth zone. For @MerlinLayer2's that's a 1Y ATH. Meanwhile, @Mantle_Official saw $2.1M in net inflows over 24h (per Binance Square data) amid BTC outflows (very bullish). As for $ZEC, $CC, and $XMR – that's the

Completely agree with this framing. Q1 2026 is shaping up to be the cleanest flow-through we’ve had in years: • BTC gets its macro + supply bid • ETH/BTC rotation unlocks majors • Infra (L2s, execution layers, data availability, compute marketplaces) wakes up • Only after that do alt rotations broaden Ready?

2026 IS GONNA BE A GOOD YEAR FOR US Here’s what’s actually bullish in Q1 2026 (and why most people will miss it 👇) 1) Macro clarity = capital finally stops hesitating By Q1, big uncertainty is mostly priced in: > policy direction becomes clearer > fewer surprise headlines >

BTC >< Gold correlation gone? Discuss. s/o @Delphi_Digital

Tbh, this is the first year of my Web3 grind where I feel exhausted ahead of the holidays. Was 2025 a tough year for you?

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