-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
a16z: A Guide to Stablecoins - What, Why, & How
A collection of pieces and perspectives on stablecoins by a16z👇
Source: https://a16zcrypto.com/posts/article/stablecoin-guide-what-why-how/
Warren Buffett to Ask Board to Make Greg Abel CEO of Berkshire Hathaway at Year-End
Source: https://x.com/cnbc/status/1918729420363161604?s=52&t=txFAbiSPTdLLDlAYj9X_AA
May 2nd~ Rollup
🐚 Research and Ideation 💡
- ahboyash: 8 Ways Binance Launches Tokens
- Tulip King | Bitcoin 2035: Biblical Ascent
- Pluralis Research | Beyond Top-K: Pipeline Parallelism Over Slow Networks
- Vitalik: Simplifying the L1
🐚 Project Updates 🔔
- Solayer’s Emerald Points is Now Live
Pluralis Research | Beyond Top-K: Pipeline Parallelism Over Slow Networks
This paper introduces a novel structured sparsification technique that compresses inter-layer communication in pipeline-parallel training, achieving up to 90% compression without performance loss
Source: https://blog.pluralis.ai/p/beyond-top-k-pipeline-parallelism?r=aaog1&utm_medium=ios&triedRedirect=true
ahboyash: 8 Ways Binance Launches Tokens
+ How to Participate in Each One of Them
Source: https://x.com/ahboyash/status/1918313997579034666
May 1st~ Rollup
🐚 Research and Ideation 💡
- Roadmap.sh: AI Agents Roadmap
- Messari: State of Bitcoin Q1 2025
- Re7 Research: The Future of Crypto is Social
- Glassnode: Solana Outpaced Every Other Chain in Revenue Generation for Q1 2025.
- 0xsmac: When The Iron Turns To Silk
- jinglingcookies: zkTLS Crypto Consumer Apps
- Pluralis Research: SWARM Parallel with Asynchronous Updates
- Three Sigma: EVM vs RISC-V: The Battle for Ethereum’s Future Execution Engine
🐚 News 📕
- Strategy to Offer Up to $21B in Class A Stock Via ATM Sales Agreement
🐚 Project Updates 🔔
- Coinbase Will Suspend Trading for Movement $MOVE on May 15, 2025
- Movement Labs Suspends co-founder Rushi Manche During Ongoing Investigation
- Phantom Wallet Introduces Gasless Swaps
- Enso introduces the “Unichain LP Migrator”
Three Sigma: EVM vs RISC-V - The Battle for Ethereum’s Future Execution Engine
Vitalik proposed to scrap the EVM & make RISC-V the new default virtual machine for Ethereum.
> This article compares both EVM and RISC-V head-to-head on instruction-set design, real-world performance (including zk-proof costs), security surface, extensibility, developer tooling, ecosystem compatibility, and future innovation capacity.👇
Source: https://x.com/threesigmaxyz/status/1917910540560617970?s=46&t=2q9OLMlaobNlHLewOXT4uA
Pluralis Research: SWARM Parallel with Asynchronous Updates
This work explores how to make pipeline parallelism more practical for fully elastic swarms with heterogeneous devices.
> It also reports the first SWARM parallel results with a modern LLM architecture.
Source: https://blog.pluralis.ai/p/swarm-parallel-with-asynchronous?r=aaog1&utm_medium=ios&triedRedirect=true
Court Rules Apple Must Allow Apps to Link to External Checkouts With No 30% Cut
Apps can now sell NFTs, tokens, and digital assets directly and keep 100% of revenue.
Source: https://x.com/crossmint/status/1917961185544056855
Movement Labs Suspends co-founder Rushi Manche During Ongoing Investigation
Source: https://x.com/movementlabsxyz/status/1918134801028268187
Strategy to Offer Up to $21B in Class A Stock Via ATM Sales Agreement
www.strategy.com/press/strategy-announces-first-quarter-2025-financial-results_05-01-2025
Source: https://x.com/DeItaone/status/1918039722393325707
Coinbase Will Suspend Trading for Movement $MOVE on May 15, 2025
Source: https://x.com/CoinbaseAssets/status/1917976973046853893
Messari: State of Bitcoin Q1 2025
> ETF AUM in BTC was up 3% QoQ to 1.2M BTC.
> Bridged BTC across networks was up 7%
> Berachain’s bridged BTC stood at 11K
> Base’s bridged BTC increased 67% QoQ to 10.2K.
> BTC in Liquid Restaking Tokens was up 20%👇
Source: https://x.com/MessariCrypto/status/1917957613347811756
April 30th~ Rollup
🐚 Research and Ideation 💡
- Sandraaleow: TOP 10 Must-Try AI Tools
- Nillion x Meta: Introducing “Fission”
- Yurii Kyparus: Alliance Cohort 14 Demo Day
- a16z: Personal and Physical Security for Crypto Founders, Operators, and Investors
🐚 News 📕
- FIFA is Set to Launch an EVM “FIFA Blockchain”
- Ripple Reportedly Made A $4–5 Billion Offer to Acquire Circle, Circle Rejected As Too Low
🐚 Project Updates 🔔
- Scroll Becomes the First zk-Rollup to Achieve Stage 1 Status
- Fuse Wallet Introduces “Fuse Card”
- Bridge Partners With Visa to Launch Stablecoin Card Issuing Product
- Ubisoft Announces the Launch of Decentralized Verification Network (DVN) With LayerZero
- Gensyn Introduces RL Swarm 72B
- Ethena Partners with TON Foundation to Bring USDe & sUSDe into the Telegram Ecosystem
- Ramp Partners With Anthropic to Integrate Claude Code Across Their Engineering Org
a16z: Personal and Physical Security for Crypto Founders, Operators, and Investors
Practical lessons that can help keep crypto founders, operators, and investors safe in an increasingly dangerous world.
Source: https://a16zcrypto.com/posts/article/personal-physical-security/
The Rollup Pod: How To Earn Real Bitcoin Yield Without Impermanent Loss with Michael Egorov
This episode covers:
> The Math Behind Impermanent Loss
> How Yield Basis "Squares the Square Root"
> Why Constant Leverage Changes Everything
> Bitcoin's Ideal Volatility Profile, and more👇
Source: www.youtube.com/watch?v=I-zOlyorTxw
0xJeff: AI Trends in the Trenches
A breakdown of dynamics reshaping the AI agent landscape post-market bottom
x.com/Defi0xJeff/status/1918606518418546732
Source: https://defi0xjeff.substack.com/p/ai-trends-in-the-trenches
Vitalik: Simplifying the L1
“Simplicity is in many ways similar to decentralization”
“One of the best things about Bitcoin is how beautifully simple the protocol is”
> In this article, Vitalik urges to simplify Ethereum’s protocol, and describes how Ethereum 5 years from now can become close to as simple as Bitcoin.
> He also propose to have an explicit max line of code target with the goal of making Ethereum consensus-critical code close to as simple as Bitcoin👇
Source: https://vitalik.eth.limo/general/2025/05/03/simplel1.html
Tulip King | Bitcoin 2035: Biblical Ascent
The article predicts the race for AI & chips will push the world to war & fracture the current global order
> “Bitcoin will become the ascendent asset as the world grapples with the coming decade that will define the next century”👇
Source: https://x.com/mikeykremer/status/1918316497757175871
Solayer’s Emerald Points is Now Live
Users can turn everyday spending into both onchain rewards and IRL experiences
Source: https://x.com/solayer_labs/status/1917972115694997795
Hyperliquid Launches Builder-deployed Perps on Testnet
> "To ensure high quality markets & protect users, deployers must maintain 1M staked HYPE."
> "In the event of malicious market operation, validators have the authority to slash the deployer’s stake"
Source: https://x.com/HyperliquidX/status/1918181439537025485
zkTLS Crypto Consumer Apps
> ZKP2P
> Earnifi
> 3Jane
> EarnOS
> Daisy
> Nosh Delivery
Source: https://x.com/jinglingcookies/status/1917944895651852368
Enso introduces the “Unichain LP Migrator,” Built in Collaboration with Stargate and LayerZero.
Enso Shortcuts enable Liquidity providers to migrate their Uni v2 & v3 positions from ANY EVM chain to any pair on Unichain in a single transaction
Source: https://blog.enso.build/the-big-short-cut/
0xsmac: When The Iron Turns To Silk
This article explore:
> How the world has shaped millennial & zoomer investing behavior
> Does US-China today resemble any historical parallels
> Nothing ever happens?👇
Source: https://0xsmac.substack.com/p/when-the-iron-turns-to-silk?r=aaog1&utm_medium=ios&triedRedirect=true
Phantom Wallet Introduces Gasless Swaps
Use the token you’re swapping to pay for gas.
> Gasless swaps activate only when your SOL balance is too low to cover fees.
> Currently requires a minimum trade of $75 and is only available on mobile.
Source: https://x.com/phantom/status/1918006313428369686
Solana Outpaced Every Other Chain in Revenue Generation for Q1 2025.
Source: https://x.com/glassnode/status/1915718897875005534
Re7 Research: The Future of Crypto is Social
“Social traction creates attention, crypto rails enable immediate value capture, and the resulting price appreciation amplifies engagement, creating a self-reinforcing cycle”
Source: https://re7research.substack.com/p/the-future-of-crypto-is-social
AI Agents Roadmap: Step By Step Guide to Learn AI Agents
Source: https://roadmap.sh/ai-agents
Fuse Wallet Introduces “Fuse Card”—Virtual Visa Card to Spend Stablecoins Anywhere.
Source: https://x.com/fusewallet/status/1917655849872548111
Ramp Has Partnered With Anthropic to Integrate Claude Code Across Their Engineering Org
With Claude Code, Ramp achieved:
> 1M+ lines of AI-suggested code built in 30 Days
> 50% weekly active usage across engineering
> Up to 80% reduction in incident investigation time with new internal tooling
Source: www.anthropic.com/customers/ramp