StacyMuur

Most important charts of 2025 series:
All RWA sectors are growing.
Tokenization is a big thesis.
New → Emerging → Hyperscaling → Established.
RWAs are 100% to stay.
Good news.

Most important charts of 2025 series:
Stablecoin issuers now hold more US treasuries than Germany, already very close to Saudi Arabia.
The merge of Web3 & TradFi is inevitable, love it or hate it.

RWAs are still (very) early.

Next time you lose hopium, remember that Starknet raised series C at $2B val and Series D at $8B.
Now at $831M.
VCs do also cry.

I don't this we need more infra.
We need good apps.

Meanwhile, Linea with 101 season of airdrop farming before TGE ↓

Most important charts of 2025 series:
In the past year alone, USDT added $30 billion.
USDC isn't far behind, contributing $20.8 billion.
This represents about 18% of USDT's overall supply and ~ 33.5% for USDC, both minted within the last year.
Big news.

Most important charts of 2025 series:
Chains are more expensive. But they earn less year by year.
DeFi is only a fraction of blockchain market cap. But earns well.
Market will reprice this.
Alpha news.

Watching Theses 2026 on DeFi: Perps & Equity Perps, Prediction Markets, Stablecoin Yield w/ @MessariCrypto Alumni.
Top narrative: equity perps.
The thesis: Equity perps are hitting an inflection point where the infrastructure is finally good enough (60-70% complete) that novelty alone drives adoption.
The numbers back this up - @tradexyz reached $6B volume and became the 8th largest perp DEX by open interest after just one month of launching equity markets.
Why this works:
• Crypto natives want higher leverage on familiar assets (stocks > memecoins when returns compress)
• TradFi retail wants

We are a stock now.

Meanwhile, @tradexyz ↓

Most important charts of 2025 series:
Sector projections ↓
• DeFi/Finance: >50% YoY (sensitive to prices but supported by new sub-sectors)
• RWAs: $500M (10x YoY)– corporate treasury adoption + staking yield products
• DePIN: >$450M (sustaining triple-digit growth) – GPU compute + decentralized networks
• Wallets: Slightly above DeFi (50%+)
• Consumer: ~70% YoY (launchpad volatility, social/SocialFi expansion)
• Middleware: 50% (WalletConnect, bridges, oracles ramping)
Good news.

My CT wrapped card from @KaitoAI <3

Interesting data here.
Shows perfectly the bet of the capital.

Most important charts of 2025 series:
It's inevitable that crypto will become more centralized revenue-wise.
Now decentralization of usage is heavily driven by incentives, not actual use demand.
So as the airdrop era is fading, we'll see more concentration of power in the hands of the category winners.
Sad but true news.

Amazing visualization here.
Fees vs. FDV.