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Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Messari: State of Helium Q1 2025
QoQ Metrics:
> Offloaded data all-time up 138.6%
> Helium Mobile signups up 28.5%
> Total data transferred up 42.5%👇
Source: messari.io/report/state-of-helium-q1-2025
SOON Secures $5m Strategic Investment From Jump Crypto, Amber Group and Angel Investors
> SOON network is redefining on-chain trading experience with its performant SVM infrastructure, copy-trading primitives (simpfordotfun) and Livestream trading plugins.
Source: https://x.com/soon_svm/status/1932787741722657161
Kamino Lend V2: Scaling Solana Credit
In just under 3 weeks of launch, Kamino Lend V2 has attracted $200M+ deposits and $80M borrows
> This shows how effectively Kamino's modular architecture can bootstrap new assets and scale new markets. Data analysis below👇
Source: https://x.com/KaminoFinance/status/1932485721077567553
Deep Learning as a Catalyst for Advanced Digital Transformation
This post explores how deep learning is driving a fundamental shift from AI as a tool to AI as an autonomous, networked collaborator, and unlocking entirely new classes of functionality.
> Key dimensions driving this shift: Communication, Learning, Reasoning, Agency, & Networking
> They form the blueprint for how deep learning is building the next layer of the digital world
> Organizations that understand and harness these five dimensions will lead👇
Source: https://x.com/0xgmike/status/1932203026074230791?s=52&t=txFAbiSPTdLLDlAYj9X_AA
DEX-to-CEX Volume Ratio Spikes in May, Briefly Hits 140% in June
> This spike in volume stemmed from the heavily incentivized Binance Alpha DEX Campaign, causing high levels of wash trading.👇
Source: https://x.com/blockworksres/status/1932486787869651307
CoinGecko’s MCP Server (beta) is Now Live
> It allows AI agents and LLMs to access live crypto prices, explore on-chain data, get direct, straight-to-the-point research on coins, and more
> Works with Anthropic's Claude Desktop/Pro, n8n and any MCP-compatible application👇
Source: https://x.com/tmlee/status/1932355614757597339?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Key Takeaways from Chairman Paul Atkins at SEC’s “DeFi and the American Spirit” Roundtable
The American values of economic liberty, private property rights, and innovation are in the DNA of the DeFi, or Decentralized Finance, movement.
Plasma: More Than a Stablecoin Play
Plasma is a financial layer:
> Anchored to BTC
> Liquidity bootstrapped by Tether
> Enhanced with native privacy features
> It serves as a payments network for banking partners & custodians to support USDT offramps
Source: https://x.com/0xCryptoSam/status/1932163261849309504
June 9th Rollup
🐚 Research and Ideation 💡
- tjfanta1: Pump or Dump - How Should You Trade Pumpfun's ICO
- Charles Hoskinson Describes Bitcoin in One Word
- Ray Dalio: Civil War?
- Aboozle: Compilation of Top Resources to Understand Nous Research
- Cobie Responds to Investor Backlash Over Echo Vesting Changes (Seed Investing 101)
- BidClub: Curated List of Active Liquid Crypto Investors
🐚 Project Updates 🔔
- Plasma Fills $500M Public Token Sale in Minutes
- Virtuals Protocol Opens Support for Agents Launching on Ethereum L1.
- Telegram’s Collectible Gifts Surge as TON Tops NFT Trading Volume Charts
Curated List of Active Liquid Crypto Investors
Source: https://x.com/bidclubio/status/1932097637752459404
Cobie Responds to Investor Backlash Over Echo Vesting Changes (Seed Investing 101)
Here, he explains:
> Changing vesting terms sucks. It happens often due to CEX listing requirements, especially Binance.
> No projects are "echo incubated”. Echo is a platform for investors to share deals with their followers
> He stated Echo warns users about risks like delays & vesting changes multiple times before they invest.
> If you can’t stomach delays or uncertainty, you shouldn’t be investing in seed stage stuffs
> Projects can legally change vesting terms; it's part of the risk of being a minority investor.
> Binance and others push for strict vesting changes pre-listing, and founders often have little choice.
Source: https://x.com/cobie/status/1932117228377563182
Ray Dalio: Civil War?
> Here, Ray Dalio warns that the U.S. is in Stage 5 (pre-civil war stage) of a six-stage cycle, marked by rising debt, polarization, and internal conflict, and on the verge of a civil war (Stage 6).
> He outlines the indicators, consequences, and how to avoid breaking into Stage 6 (civil war)👇
Source: https://twitter.com/RayDalio/status/1932083051829318068
Virtuals Protocol Opens Support for Agents Launching on Ethereum L1.
Source: https://x.com/virtuals_io/status/1932087678578921644
A User Paid ~$100K Worth of ETH in Gas Fees to Deposit $10.17M USDC into Plasma
Source: https://x.com/DegenerateNews/status/1932079376801358009
June 8th Rollup
🐚 Research and Ideation 💡
- Kraken: Crypto Complacency - The Hidden Security Threats at Industry Conferences
- xkonjin: The Omnichain Stablecoin Wars: The King, The Suit & The Alchemist
- BinanceUS: Facts About Hyperliquid $HYPE
- Apple: Understanding the Strengths & Limitations of Reasoning Models via the Lens of Problem Complexity
June 10th Rollup
🐚 Research and Ideation 💡
- Plasma: More Than a Stablecoin Play
- Blockworks: DEX-to-CEX Volume Ratio Spikes in May, Briefly Hits 140% in June
- Kairos Research: Plasma - The Stablecoin Singularity
- Mike Hanono: Deep Learning as a Catalyst for Advanced Digital Transformation
🐚 News 📕
- SEC Asks Prospective Solana ETF Issuers to Update S-1s: Sources
🐚 Project Updates 🔔
- Pacifica Launches Closed Beta
- Coinbase will Add Support for $HOME on the Base Network.
- CoinGecko’s MCP Server (beta) is Now Live
- Ethereum Foundation Releases First 1TS Report
- Lagrange x 0G Labs: Bringing Verifiable AI to 0G’s Compute Marketplace, DA, & Storage Layer
Start Up Idea: An AI-Native Multi-Modal Content Repurposing Engine
> AI-native content engine that turns any idea/topic into a full content stack: videos (60s tiktok video, youtube shorts), blogs, tweets, and more, tailored to each platform.
> This engine will learn your voice and create realistic ai-avatars of yourself
> Perfect for solo creators and lean teams aiming to scale output and distribution👇
Source: https://x.com/sandraaleow/status/1932696127977238693
SEC Asks Prospective Solana ETF Issuers to Update S-1s: Sources
> The updates could set the Solana ETFs on a path to approval within the next few months
Source: blockworks.co/news/solana-etf-sec-forms
Kairos Research: Plasma - The Stablecoin Singularity
“Plasma isn’t trying to reinvent the wheel. It’s taking USD₮, and empowering its distribution and ubiquity throughout the world via zero-fee transfers.”
> This article explore how a stablecoin-only blockchain (Plasma) is redefining payment rails with zero fees, Bitcoin-grade security, and a vision for mainstream finance👇
Source: https://x.com/kairos_res/status/1932453898402292171?s=12&t=2q9OLMlaobNlHLewOXT4uA
Ethereum Foundation Releases First 1TS Report
An overview of the existing security challenges in the Ethereum ecosystem, covering challenges in:
> UX, Smart contracts
> Infra & cloud security
> Consensus protocol
> Monitoring, incident response, and mitigation
> Social layer & governance
> The Foundation aims to use this report to choose the highest priority issues, and to work with the ecosystem to address them.👇
Source: ethereum.org/en/trillion-dollar-security/
Coinbase will Add Support for $HOME on the Base Network.
Source: https://x.com/CoinbaseAssets/status/1932480225633337606
Lagrange x 0G Labs: Bringing Verifiable AI to 0G’s Compute Marketplace, DA, & Storage Layer
> 0G will be leveraging Lagrange’s DeepProve to ensure that the first decentralized AI operating system (deAIOS) is verifiable by design.
Source: https://x.com/lagrangedev/status/1930988470660432306
New Perp Dex Pacifica Launches Closed Beta
> Pacifica operates on a hybrid model: CEX-speed off-chain matching engine and orderbook, with on-chain settlement and self-custody.
> Closed beta guide: docs.pacifica.fi/
Source: https://x.com/pacifica_fi/status/1932277071088349420
Source: https://x.com/bidclubio/status/1932110158337024406?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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Telegram’s Collectible Gifts Surge as TON Tops NFT Trading Volume Charts
> TON is now the #1 blockchain by daily NFT trading volume (or #2 after Ethereum if off-chain trades are not counted)
https://dune.com/rdmcd/telegram-gifts
https://dune.com/ton_foundation/nft
Source: https://x.com/durov/status/1932101486345114068?s=46
Compilation of Top Resources to Understand Nous Research
Source: https://x.com/Aboozle/status/1932121333787173122
Charles Hoskinson Describes Bitcoin in One Word
Charles: Bitcoin = Succeeding
Source: https://x.com/ipodotfun/status/1930670313735688688
Pump or Dump - How Should You Trade Pumpfun's ICO
> The post analyzes Pumpfun’s upcoming ICO, evaluating whether its $4B valuation is justified and how much upside/downside there is.
> Analysis shows Pumpfun maintains strong traction, grows at a healthy rate, dominates memecoins, and might be slightly undervalued if current growth and buyback assumptions hold.👇
Source: https://twitter.com/tjfanta1/status/1932026061803474945
Plasma Fills $500M Public Token Sale in Minutes
Source: https://x.com/PlasmaFDN/status/1932072359080415702
Microstrategy Acquires Another 1,045 Bitcoin at ~$105,426 Per BTC and Now Holds 582,000 BTC
Source: https://x.com/saylor/status/1932045860851859842