StacyMuur

My quick note on the market situation ↓
$BTC is ~50% off ATH.
Most alts are down 60–90%.
Reasons:
1. Macro hit
Tariff headlines are back.
Feb 24 is the date to watch.
2. US–Iran tension is rising
That keeps oil and risk assets jumpy and adds to the risk-off mood.
3. People are selling onchain
Whales are depositing to CEXs.
Short-term holders are selling at a loss.
4. Leverage got wiped
Liquidations spiked as BTC broke the mid-64Ks.
5. DeFi is feeling it too
Total DeFi TVL is down 17.5% in 30 days: $119B → $98.5B
DEX volume is down hard on the day, around ~40%.
Meanwhile, MVRV Z-score is around

If you're seeking DeFi exposure, watch fees.
Top 10 lending protocols by 30d fees:
1/ Aave: $93.1M (+47.2%)
2/ Morpho: $11.3M (-16.7%)
3/ Maple Finance: $9.9M (+44.5%)
4/ Euler: $4.8M (-24.0%)
5/ Fluid: $4.9M (+2.8%)
6/ Spark: $4.0M (+0.3%)
7/ Venus: $3.3M (+95.4%)
8/ Jupiter Lend: $1.2M (+4.5%)
9/ Compound: $2.2M (-37.4%)
10/ Silo Finance: $542.6K (+25.3%)
The sector is doing $28.8B in active loans right now.
Down 22% from peak but fees are up 29.7% MoM.

The best illustration of what airdrops do to products.

Average US salaries for different crypto roles.
Thoughts?

When in doubt, zoom out.
So I did.
Since early 2023:
SOL, ETH, BNB, TON.
BTC as the benchmark.
SOL led the L1 pack by a mile.

It’s statistically more likely that your kid gets accepted and graduates from Harvard than your token graduates on Pumpfun
Let that sink in

Came across an interesting thing, pushing quantum-resistant crypto.
Yesterday, @HYLQstrategy acquired 18,333,334 $qONE in a strategic investment into @qlabsofficial.
Might be the first institutional bet on quantum-safe infrastructure on Hyperliquid.
Security is becoming the next narrative.

Oh wow
Your favorite @Aster_DEX:
• 6 daily active addresses
• 51 weekly
• 346 monthly
What went wrong, CZ?

Just saw the first LinkedIn post about OpenClaw.
We're cooked.

Lmao.
Ethervista (top-1 pump fun rival at some point) = 8 active addresses.