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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
VC Versus: Rank the Crypto VC
Like Tinder but for crypto VCs.
https://vcversus.com/
x.com/hosseeb/status/1939713079673274783
Source: https://x.com/JasonYanowitz/status/1939752174914884047
Circle Applies for National Trust Bank Charter to Establish First National Digital Currency Bank
> If approved, First National Digital Currency Bank, N.A. would be authorized to operate as a federally regulated trust institution, subject to OCC oversight, and would oversee the management of the USDC Reserve on behalf of Circle's U.S. issuer
Source: https://www.circle.com/pressroom/circle-applies-for-national-trust-charter
Nikita Bier Joins 𝕏 as Head of Product
Source: https://x.com/nikitabier/status/1939723101723574703
Robinhood Launches Stock Tokens, Reveals Layer 2 Blockchain, and Expands Crypto Suite in EU and US with Perpetual Futures and Staking
Source: https://newsroom.aboutrobinhood.com/robinhood-launches-stock-tokens-reveals-layer-2-blockchain-and-expands-crypto-suite-in-eu-and-us-with-perpetual-futures-and-staking/
US Treasury Secretary Bessent Says He Has Seen No Inflation from Tariffs
And Fed Chair Powell's successor is coming in as soon as "weeks" from now.
Source: https://x.com/KobeissiLetter/status/1939684213672038840
Top Public Bitcoin Treasury Companies
*Microstrategy currently on 597,325 BTC
Source: https://x.com/gerovich/status/1939643095701975156
xStocks Are Going Live: 60+ Tokenized Stocks Coming to Bybit, Kraken, and Solana DeFi Today
Source: https://x.com/xStocksFi/status/1939630016238907651
thiccyth0t: Life Lessons from Poker
Thiccy shares two core life lessons from poker:
> Fold pre: Avoid low-conviction bets early
> Pocket ace principle: Go all-in when high-conviction opportunities arise
If you’re busy playing an okay hand when aces finally arrive, you might miss them
Unwrapped DAO, A Collective of Spotify Users Has Voted to Sell Their Data to SoloAI
> They’ve pooled their Spotify listening data through the platform, earning tokenized rewards.
> SoloAI is an AI-native platform driving generative entertainment with advanced agent tech.
> The transaction was executed using Vana's decentralized infra, where users receive VRC-20 Data Tokens in exchange for pooling their data.👇
Source: https://www.newswire.com/news/spotify-users-vote-to-sell-their-data-unwrapped-dao-and-soloai-close-22598333
June 28th Rollup
🐚 Project Updates 🔔
- Byreal Reset Launch Whitelist Eligibility Checker is Now Live
June 27th Rollup
🐚 Research and Ideation 💡
- ZachXBT: Investigation Into the $1M Exploit Tied to Pepe-Linked Projects and Favrr
- chilla_ct: Stablecoin Trilemma Revisited: The Current Decline of Decentralization
- Wintermute: Optimizing Crypto Treasuries in a Changing Landscape
🐚 News 📕
- S&P 500 Hits a New All-Time High
🐚 Project Updates 🔔
- PumpFun 2.0 is Now Live on iOS & Android
- Drift Protocol's FUEL to DRIFT Redemption Begins June 30, 2025
- Moonshot Launches ‘Moonshot Create’ to Launch Memecoins In-App with Apple Pay
Wintermute: Optimizing Crypto Treasuries in a Changing Landscape
A look at how many crypto treasuries are shifting from passive holding to more capital-efficient strategies that prioritize diversification, sustainable yield, and flexibility including:
> Spot diversification into BTC, ETH, and stables
> Covered calls on tokens
> Long puts and spreads to manage drawdowns
> Bespoke structures for stablecoins to capture both fixed yield and options upside
Source: https://x.com/wintermute_t/status/1938243912113786924
Drift Protocol's FUEL to DRIFT Redemption Begins June 30, 2025
Source: https://x.com/DriftProtocol/status/1938628420419854691
PumpFun 2.0 is Now Live on iOS & Android
New features include:
> The movers feed to catch runners faster
> Tap-to-ape for fast trade execution
> News section showing top trending coins
Source: https://x.com/pumpdotfun/status/1938609072946987312?s=46
S&P 500 Hits a New All-Time High
Source: https://x.com/Cointelegraph/status/1938595193998987519
S&P 500 Closes Above 6,200 for the first Time
Source: https://x.com/KobeissiLetter/status/1939778283538690115
Drift Protocol FUEL Redemption is Now Live
> Eligible users can now claim DRIFT for their FUEL
https://drift.foundation/fuel-claim
⚠️ Double check links ⚠️
Source: https://x.com/DriftProtocol/status/1939739813856629059
REX-Osprey Solana Staking ETF to Begin Trading On Wednesday - CEO
Source; https://x.com/tier10k/status/1939707727518880053
Boundless Introduces the ‘Boundless Foundation’
> The Foundation aims to bring zero-knowledge technology to applications everywhere.
> The Boundless Foundation also aims to support the ecosystem development via RFPs, Grants, expansion initiatives, and more👇
Source: https://x.com/boundless_xyz/status/1939671665732198778?s=52&t=txFAbiSPTdLLDlAYj9X_AA
June 29th Rollup
🐚 Research and Ideation 💡
- thiccyth0t: Life Lessons from Poker
- suhail kakar: How AI Agents Will Become Crypto Billionaires Faster Than Any Human Ever Could
🐚 News 📕
- Spotify Users Has Voted to Sell Their Data
Microstrategy Acquires Another 4,980 Bitcoin at ~$106,801 Per BTC and Now Holds 597,325 BTC
Source: https://x.com/saylor/status/1939655936118808917
Byreal Reset Launch Got Oversubscribed Within 3 Minutes, All 5 Price Tiers Fully Overfunded.
Total bids have already exceeded the target by 2x+.
Source: https://x.com/byreal_io/status/1939594500529414301
Metaplanet Acquires Additional 1,005 BTC, Now Holds Total of 13,350 BTC
Source: https://x.com/Metaplanet_JP/status/1939519938110079335
How AI Agents Will Become Crypto Billionaires Faster Than Any Human Ever Could
Exploring how AI agents will soon outperform humans in crypto trading, becoming billionaires through:
> Simple arbitrage and mev
> Advanced defi strategies
> Creating and managing their own protocols
> Analyzing the entire blockchain history in seconds
> No panic selling or fomo buying
> Executing thousands of trades simultaneously👇
Source: https://x.com/suhailkakar/status/1937138494088040812
Byreal Reset Launch Whitelist Eligibility Checker is Now Live
Link: https://byreal.io
⚠️ Double check links ⚠️
Source: https://x.com/byreal_io/status/1938734211890077767
Vitalik: Does Digital ID Have Risks Even if it's ZK-Wrapped?
> The post explores how ZK-proofs enhance privacy in digital ID systems but still carry risks like loss of privacy, vulnerability to coercion, and errors.
> These risks come from trying to uphold a one-identity-per-person property.
> Vitalik advocates for a pluralistic identity, one with no single dominant issuing authority systems.
> “Pluralistic identity can be explicit (eg. social-graph-based) or implicit (multiple types of ZK-ID, no single type gets near 100% market share)”👇
Source: https://vitalik.eth.limo/general/2025/06/28/zkid.html
Stablecoin Trilemma Revisited: The Current Decline of Decentralization
The post revisits the original stablecoin trilemma: price stability, decentralization, and capital efficiency.
> It discuss how the stablecoin market is shifting away from decentralization to prioritize scalability, capital efficiency, and regulatory compliance
> It argues that while centralized trends offers practical benefits, only genuinely decentralized stablecoins can deliver the censorship resistance and user ownership that crypto was meant to guarantee.👇
Source: https://x.com/chilla_ct/status/1938271791459536934?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Moonshot Create: Launch Memecoins in Seconds Directly from the Moonshot App with Apple Pay
> Tap Create → Upload your meme → Launch
> Once your coin hits $1M MC and bonds, it may get verified and featured on the homepage.
> Coins have a 0.5% fee pre bonding & 0.3% after
> Creators earn up to 50% of fees from coin
Source: https://x.com/moonshot/status/1938617656934117829
ZachXBT: Investigation Into the $1M Exploit Tied to Pepe-Linked Projects and Favrr
> Multiple projects tied to Pepe creator Matt Furie & ChainSaw as well as another project Favrr were exploited past week which resulted in ~$1M stolen
> Both attacks was linked to the same cluster of DPRK IT workers who were likely accidentally hired as developers.👇
Source: https://x.com/zachxbt/status/1938598925004607629
June 26th Rollup
🐚 Research and Ideation 💡
- Redstone: Real-World Assets in Onchain Finance Report
- Anchorage Digital Publishes Stablecoin Safety Matrix
- Multicoin Capital: New Modalities for Issuance and Trading
- Chakra Labs: Computer Use Agents: Landscape, Training, Bottlenecks, and Pango as the Future of Data
🐚 News 📕
- US Federal Housing Finance Agency Issues Order to Count Crypto As An Asset for a Mortgage.
🐚 Project Updates 🔔
- Coinbase Derivatives will Launch US Perpetual-Style Futures On July 21
- Coinbase Disables Trading for $MOBILE, $RNDR, $RBN, & $SYN
- Dune Introduces Sim IDX