Stacy in Dataland

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…

Mar 20 • Stacy Muur

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ZIGChain: Wealth generation infrastructure for everyone

ZIGChain is positioning itself as wealth generation infrastructure. Main thesis: Institutional-grade investment opportunities should be accessible…

Mar 13 • 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.

Mar 6 • Stacy Muur

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February 2026

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…

Feb 19 • Stacy Muur

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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…

Feb 11 • Stacy Muur

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January 2026

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.

Jan 27 • Stacy Muur

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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…

Jan 19 • Stacy Muur

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Crypto's Fat Thesis: Key Players Across Core Earning Verticals

Mapping where value actually accrues across crypto’s stack.

Jan 15 • Stacy Muur

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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!

Jan 2 • Stacy Muur

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December 2025

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…

Dec 11, 2025 • Stacy Muur

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November 2025

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…

Nov 28, 2025 • Stacy Muur

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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…

Nov 21, 2025 • Stacy Muur

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