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StacyMuur

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StacyMuur

5h ago

Memecoin season is over.
Speculators need a new game ↓
@TalusNetwork launched @idoldotfun - betting on AI agent competitions instead of tokens.
It's called Agent vs Agent (AvA) Markets.
In short:
AI agents compete in transparent onchain battles.
Users bet on outcomes through prediction markets.
Everything settles onchain with verifiable rules.
No rug pulls, no insider manipulation, just provably fair games.
Since testnet
10K+ participants, 54K+ AI responses generated, $50K in incentives.
Imo, numbers look solid, but this was heavily incentivized testnet activity. The real question is whether p

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StacyMuur

12-07 16:23

People find BTC at $70K just as likely as BTC at $115K.
Less than 50% now expect it to reach $100K.
Which side are you on, anon?

BTC-1.36%

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StacyMuur

12-07 11:30

I do think that prediction markets are the most accurate barometer for understanding expectations.
Pure alpha.

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StacyMuur

12-07 07:32

A snapshot of @Acurast's testnet ↓
> Phones Onboarded158,136+
> Testnet Transactions522M+
> Developer Deployments229,048
> Services Deployed94,200+
How good will the mainnet be?

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StacyMuur

12-06 13:21

Btw, @Polymarket is now pricing a 95% chance of a Fed rate cut on Dec 10.
For crypto, this is a macro toggle for how the entire market trades into 2026.
Since the Oct 10 washout, BTC has traded like a confused high-beta macro asset: first down ~25% to ~$80K, now back to ~$93K while total crypto mcap fell 4%.
Sentiment flipped from “this was supposed to be the bull year” to pure indecision.
A cut is the next clean catalyst, and if the Fed delivers 25 bps, the transmission into crypto likely runs through three channels:
1️⃣ Cheaper liquidity
Lower front-end rates reduce the opportunity cost of h

BTC-1.36%

ETH-0.09%

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StacyMuur

12-06 07:19

A quick note on @Acurast's unique positioning ↓
Acurast = Smartphone-based compute network leveraging consumer mobile devices' built-in TEEs and HSMs
Competitive advantages:
• Massive potential node base: Billions of smartphones globally vs. limited server infrastructure
• Lower barrier to entry: Anyone with a smartphone can participate
• Geographic distribution: Natural global distribution of mobile devices
• Cost efficiency Utilizes idle smartphone compute power
• Hardware security: Built-in TEEs/HSMs in modern smartphones
Competitive disadvantages:
• Performance limitations: Smartphones le

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Antonkorol

StacyMuur

12-05 07:45

Biggest narrative shift by year:
> 2020: DeFi Summer (yield farming mania)
> 2021: NFT PFPs (apes > fundamentals)
> 2022: Bear Market Builders (real utility emerges)
> 2023: Ordinals & Bitcoin DeFi (BTC wakes up)
> 2024: AI Agents & Onchain Inference (crypto x AI)
> 2025: ___________?

BTC-1.36%

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StacyMuur

12-04 17:42

December 4, 2020.
Top-10 CMC.
When in doubt, zoom out.

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StacyMuur

12-04 15:44

Teams delaying TGE & mainnet in this market – good or bad?

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StacyMuur

12-03 14:34

💳 Crypto cards reached $406M in volume in November.
The leaders in terms of volume were:
@raincards ($240M), @RedotPay ($91M), and @ether_fi Cash ($36M).
The leaders in terms of rapid growth were:
@raincards $196M → $240M (+22%)
@ready_co $3.3M → $5.2M (+58%)
@ether_fi $33M → $36M (+9%)
@Holyheld $5.4M → $5.7M (+6%)
Notable declines:
@RedotPay $100M → $91M (-9%)
@Cypher_HQ_ $23M → $20M (-13%)
@MetaMask $3.3M → $2.3M (-30%)
Total: $380M → $406M (+7%)

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StacyMuur

12-03 09:29

This is what airdrop rumours do to protocol metrics.

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StacyMuur

12-02 11:22

Tokenized RWA reached $36.1B across 554K holders.
Private Credit dominates at $18.8B (52%), followed by US Treasury Debt at $9.2B (26%). Together, they make up about 78% of the market.
• Private Credit: Institutional lending markets now accessible with fractional ownership instead of $1M+ minimums
• US Treasuries: Government bonds trading 24/7 onchain with instant settlement
• 554K holders shows growing demand for yield-generating assets backed by real-world cash flows
• Traditional finance choosing blockchain for efficiency gains over legacy infrastructure

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StacyMuur

12-02 07:49

Bitcoin is now cheaper relative to gold than almost any point in the last 15 years.
The BTC/Gold ratio just dropped below the statistical floor of a 15-year power-law model, something that's only happened once before (late 2017), and it snapped back within weeks.
Historically, when BTC gets this "cheap" vs gold, it doesn't stay there long. Not a timing signal, but a rare statistical anomaly worth watching.
s/o: @that1618guy & @Delphi_Digital
h/t @jv_finance for the model

BTC-1.36%

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