nancy the researcher 💡

Web3 fan | Researcher | Ghostwriter

Everything is pawsible 🐾

[nancy the researcher 💡 @nancyresearch01]

@DanielOstX Hey there, is HumanPost still working?

[Token Terminal 📊 @tokenterminal]

Tokenized assets are growing.

But who benefits?

The underlying chains:

[Artemis @artemis]

https://t.co/L7JwHlFGgk

[Sentora @SentoraHQ]

~55% of U.S. individuals hold $10K+ in equities, yet most can’t unlock that liquidity without selling.

Tokenized equities change that👇

https://t.co/CutLH69fGm

[ZachXBT @zachxbt]

1/ Meet @WheresBroox (Broox Bauer), one of the multiple @AxiomExchange employees allegedly abusing the lack of access controls for internal tools to lookup sensitive user details to insider trade by tracking private wallet activity since early 2025.

[Artemis @artemis]

Stablecoin supply has flatlined at $308B since late October 2025.

Historically, supply is resilient...then explosive.

[Securitize @Securitize]

The Tokenization Era is here.

[Joel John @joeljohn]

Perps as a share of DeFi revenue have grown roughly four times from the bottom in 2023.

Close to half of what tether and circle make each day, and up there with spot exchanges.

[Token Terminal 📊 @tokenterminal]

🚨📊Circle's USYC TMMF surpassed $1.5B in market cap on BNB Chain.

@circle 🤝 @binance

[nancy the researcher 💡 @nancyresearch01]

We've been talking so much about Ethereum's dominance in RWAs that we haven't noticed Avalanche crossing the critical $1 billion mark 👀

[Cointelegraph @Cointelegraph]

🔥 LATEST: Total RWA issuance on Avalanche has crossed the $1.3B mark.

[nancy the researcher 💡 @nancyresearch01]

Gold and silver hit fresh ATHs: silver above ~$110/oz and gold near ~$5K 📈

This rally highlights renewed flight-to-safety demand amid rising macro risk, and we’re seeing it pressure risk assets, with BTC & alts trading softer in response.

Safe havens back in focus.

[nancy the researcher 💡 @nancyresearch01]

Tokenized commodities just crossed $5B, driven mostly by gold.

With gold up ~15% YTD, on-chain demand keeps growing.

TetherGold and Paxos control 90%+ of supply, and as BTC still trades risk-on, tokenized gold is becoming the go-to on-chain hedge.

[nancy the researcher 💡 @nancyresearch01]

Places 1-3 weren't surprising, but some of the projects in the top were news to me! Which ones did you expect to see on the list?

[nancy the researcher 💡 @nancyresearch01]

Ethereum is becoming the default settlement layer for tokenized finance 💯

[Cointelegraph @Cointelegraph]

🔥 HUGE: $13 trillion BlackRock highlights Ethereum could be poised to benefit from tokenization, with 65% of tokenized assets on the network, in its 2026 Thematic Outlook.

[nancy the researcher 💡 @nancyresearch01]

Interesting market contrast under pressure:

Silver and gold are hitting new highs as investors rush into safe havens, while Bitcoin is pulling back.

Silver > $94/oz, gold near $4,700 — BTC dips below $93K as macro and geopolitical risks rise.

[nancy the researcher 💡 @nancyresearch01]

I can't imagine the stablecoin price chart just crashing overnight. Just look at it

[nancy the researcher 💡 @nancyresearch01]

It's weird that Starknet has so few daily users, but they still make it up

[CryptoRank.io @CryptoRank_io]

ONLY 3 ETHEREUM L2s EARNED OVER $5K YESTERDAY

@base – $147K
@arbitrum – $39K
@Starknet – $9K

Base’s share of total Ethereum L2 revenue is now approaching 70%.

Meanwhile, all other L2s combined earned just over $15K yesterday.

[nancy the researcher 💡 @nancyresearch01]

Ethereum app TVL has acted as a valuation floor for ETH for over five years.

The fully diluted market cap has never traded below the capital sitting inside its applications – the chain is literally priced on what’s locked into it.

[nancy the researcher 💡 @nancyresearch01]

@DRajput2109 Why not? Also should add to my watchlist

[nancy the researcher 💡 @nancyresearch01]

My personal top narratives for 2026:

• XRP
• Privacy-focused projects, especially on Solana (Arcium, Umbra, HoudiniSwap)
• Classic memecoins
• ETFs

What else would you add?

[nancy the researcher 💡 @nancyresearch01]

@leahxlyssa 💯