https://gate.com/post?post_id=https://gate.com/post?post_id=21435469&tim=4CBNg-AIDDkalGok&ref=VQMWBGSLUG&ref_type=105&tim=4CBNg-AIDDkalGok&ref=VQMWBGSLUG&ref_type=105

StacyMuur

05-27 10:55

My founder growth thesis for 2026:
buyers research before sales → thought leadership shapes trust → executives/founders are expected to communicate → strong content affects sales/pricing → marketers are increasing investment in thought leadership
Simple.

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StacyMuur

05-27 09:22

DEX volume is hitting new lows every week.
It's now down -78% since its peak week.
Nobody's trading onchain anymore.

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StacyMuur

05-25 16:46

活跃月度地址 ↓
峰值：
索拉纳：1.366亿
BNB：6160万
Base：27.3万
波场：2.19千万
Polygon：1.61千万
以太坊：1.52千万
Optimism：240万
Plasma：220万
Monad：150万
现在：
BNB：4500万
索拉纳：2860万
波场：1620万
以太坊：840万
Polygon：610万
Base：570万
Monad：477K
Plasma：408K
Optimism：273K
区分具有真正留存和使用的链与主要由激励、空投农场和短期投机周期驱动的链的最清晰方式。

SOL-3.22%

BNB-2.81%

TRX-5.43%

ETH-3.17%

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NexaCrypto:

To The Moon 🌕

StacyMuur

05-24 08:39

Latin America and Asia now seem to be the two "most wanted" geos for Web3 startups.
While my piece on Asian GTM is still in progress, the LatAm study is already live.
Go read it ↓

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StacyMuur

05-22 19:14

Celestia, a protocol that raised $156 million in funding, now has less than 1,000 daily active users.
Incredible.

TIA-9.47%

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StacyMuur

05-22 14:14

I noticed that most people trading derivatives don't fully understand how margin works across positions.
I think it's worth explaining because it can change your perception of risk overall.
Most platforms split perps and options into separate buckets, each with its own risk. So if you’re long ETH perp on platform X and hedge by buying a put option on platform Y, they’re treated as two unrelated positions.
So if ETH nukes, your long position gets liquidated even while your put is printing, because it’s in the “other” account.
I like how @aevoxyz handles this differently. Your perp and options p

ETH-3.23%

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StacyMuur

05-22 12:23

“Crypto payments are ready for mass adoption”
Oh, really?
- User has 100 USDC on Arbitrum
- Wants to send $50 to a friend
- Friend sends a Solana address
- User’s wallet says “wrong network”
- Bridge from Arbitrum to Solana
- Bridge requires ETH on Arbitrum for gas
- User has no ETH
- Buys ETH, pays fees, bridges USDC
- Now has USDC on Solana
- Tries to send it, no SOL for gas
Leaves crypto forever.

ARB-6.16%

SOL-3.22%

ETH-3.17%

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StacyMuur

05-21 13:40

$10,000 invested in top cryptocurrencies on Jan 1, 2026 ↓
$HYPE: $22,357
$TRX: $12,613
$ZEC: $12,558
$TON: $11,811
$WBT: $10,002
$CC: $9,723
$XMR: $9,438
$BTC: $8,715
$DOGE: $8,224
$SUI: $7,771
$LINK: $7,587
$BNB: $7,519
$XRP: $7,295
$ETH: $7,044
$ADA: $6,908
$XLM: $6,838
$AVAX: $6,850
$SOL: $6,773
$LTC: $6,718
$BCH: $6,322
What do you notice?

HYPE-3.92%

TRX-5.43%

ZEC-6.01%

TON-7.69%

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StacyMuur

05-21 06:18

Meanwhile, we’re now at one of history’s lowest points of employer trust.
Accompanied by fears that leaders (government, business, media) are lying to people at ATHs.
What a time to be alive.

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StacyMuur

05-20 12:11

Best startup accelerators to apply to in 2026 ↓
Boost VC: $500k for 15% equity
The Mint: $500k for 10% equity
AngelPad: $120K for ~7% equity
500 Global: $150K for 6% equity
Y Combinator: $500K for 7% equity
Antler US: $200k–$250k for 8–9% equity
Seedcamp: €100-200K for 7-7.5% equity
Founders Fellowship: $150k for 5–10% equity
Sequoia Arc: $1M upfront investment for ~10% equity
a16z Speedrun: $500K for 10% equity (+$500k guaranteed follow-on)
South Park Commons: $400k for 7% equity (+$600k guaranteed follow-on)
Anything missing?

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StacyMuur

05-19 19:46

Three categories are dominating the RWA landscape.
So why are bonds winning?
They are actually the perfect first asset to tokenize:
• Standardized
• Yield-bearing
• Regulated
• Deeply liquid
Tokenized bonds are also composable inside DeFi. BUIDL from @Securitize is already tradeable on @Uniswap and used as yield-bearing collateral.
Private credit is lagging behind the other 2 because it has 60-180 day redemption windows. DeFi can't wait 60-180 days to exit a position
The RWA boom is happening, it's just much narrower than expected.

RWA-1.41%

UNI-8.47%

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StacyMuur

05-19 13:50

I found 10 RWA projects that exploded in the past 90-180 days.
Ranked by growth ↓
1. @Neutrl (sNUSD): tokenized yield strategy issuer (+1,421% in 180 days)
2. @PreStocks (ANTHROPIC): pre-IPO equity tokenization platform (+744% in 180 days)
3. @GetYieldFi (vyUSD): tokenized yield strategy issuer (+176% in 180 days)
4. @paretocredit (ParetoFAL-USDC): onchain credit fund issuer (+154% in 180 days)
5. @DinariGlobal (USD+): tokenized equities and yield product issuer (+127% in 180 days)
6. @nestcredit (YNRWAX): Plume's RWA protocol (+215% in 90 days)
7. @piku_dao (USP): tokenized yield strategy iss

RWA-1.41%

PLUME-9.08%