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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
3D Chess.. Well played
https://x.com/lemiscate/status/1864337755498565941?s=46&t=txFAbiSPTdLLDlAYj9X_AA
GOAT (Great Onchain Agent Toolkit)
Open-source framework for connecting AI agents to any onchain app.
Source: https://x.com/crossmint/status/1864354148168192155
Three Sigma | What is Uniswap V4: Customizable Hooks & Superior Efficiency
Uniswap V4 introduces:
> Hooks: smart contracts that let developers customize how pools behave at different stages of a trade.
> Pools can also now be housed in a single smart contract (singleton pattern)
> With hooks and this new setup, Uniswap V4 offers more flexibility, speed, and security for customizing and processing trades across different pools.
Source: https://threesigma.xyz/blog/uniswap-v4-features-dynamic-fees-hooks-gas-saving
Kaledora: Airdrops & Insiders: Reflections on Hyperliquid
TL;DR:
> HL put DeFi in pole position + reset meta around token distribution
> Sell pressure should be quick and dirty
> Reject cults that aren’t focused on product
> You have permission from the market to focus more on product than on raising
Source: https://x.com/kaledora/status/1864331174568710527
YB: What did Marc Andreessen see?
What actually led up to the launch of GOAT and how those factors will influence what's to come not only in the next month, but also the next year.
Source: https://terminallyonchain.xyz/simulator
Fed's Powell: Bitcoin is Just Like Gold, Except it's Digital
> “Bitcoin is used as a speculative asset; it's a competitor with gold, not the US dollar.”
Source: https://x.com/news_of_alpha/status/1864388342508380198?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Real-World Assets on Sonic With Backed, Chainlink, and Fortlake Asset Management
a groundbreaking fund tokenization effort to bring real-world assets on-chain to the Sonic ecosystem.
Source: https://blog.soniclabs.com/real-world-assets-on-sonic-with-backed-chainlink-and-fortlake-asset-management/
Kaito: VC Yapper Leaderboard
Find out which VCs are the biggest voices in crypto
Source: https://yaps.kaito.ai/vcarena
Trump Confirms Paul Atkins Picked For SEC Chair
Source: https://x.com/tier10k/status/1864366137032540392
Defi0xJeff: Hidden Trends Reshaping the AI Agent Ecosystem
where the next big moves might emerge:
> On-Chain Capabilities Are the Future
> Then, it's Fully Autonomous DeFi Agents
> Airdrop Activity on Virtuals
> Bittensor ($TAO) Integration into AI Agent Ecosystems
> Legacy Trading Tools Expanding to AI Agents
> Hyper-Specialized Agents, and👇
Source: https://x.com/defi0xjeff/status/1864291698081398819?s=46&t=2q9OLMlaobNlHLewOXT4uA
December 3rd~ Rollup
🐚 Research and Ideation 💡
- Arthur Hayes: The Cure
- Vitalik: What I Would Love to See in a Wallet
- 2077 Research: EIP-7762 & EIP-7691 : Making Ethereum Blobs Great Again
- Helius: Solana Executive Overview
- jonwu_: Understanding Anoncast and the Ecosystem Around It
- Vana Whitepaper: An Open Protocol for Data Sovereignty
- Melt_Dem: Crypto Folks on Forbes 30 Under 30
- Dan Finlay: Meme Tokens and Consent
- Jon Charbonneau: Ethereum’s North Star
- Othentic Research: AI x AVS - The Next Step For Decentralized AI
🐚 Podcast 🎙️
- Empire Pod: Did Memecoins Ruin This Cycle?
- The Rollup: Can Elastic Chain Solve Crypto's Biggest Problem? W/ Alex Gluchowski
🐚 News 📕
- South Korea’s President Yoon Declares Emergency Martial Law
- Trump Picks Paul Atkins for SEC Chair, Unchained Crypto Reports
- Grayscale Files for Solana ETF with NYSE
🐚 Project Updates 🔔
- Ethena Partners with Derive, sENA Holders to Receive 5% of the DRV Token Supply
- Coinbase Adds $MOG to Listing Roadmap
- Spectral Post-Mortem
🐚 Raises 💰
- GAIB Raises $5M in Pre-Seed Funding
Jon Charbonneau: Ethereum’s North Star
This post analyzes the following:
> What is a North Star, and why is it valuable?
> Does Ethereum lack a North Star? If so, is this resulting in coordination failures?
> How does this compare to competitors such as Bitcoin, Solana, and Celestia?
> Does Ethereum need to change, and how?
Source: https://dba.xyz/ethereums-north-star/
Dan Finlay: Meme Tokens and Consent
How an experiment on Farcaster led to the creation of two meme token out of curiosity, and how it revealed truths about incentives, boundaries, consent, and human impact in web3.
Source: https://blog.danfinlay.com/meme-tokens-and-consent/
OpenAI: 12 Days of OpenAI Starts Tomorrow, 10am Pacific
12 days. 12 livestreams. A bunch of new things, big and small.
Source: https://x.com/OpenAI/status/1864328928267259941
a16z: A Few of the Things We’re Excited About in Crypto (2025)
> An AI needs a wallet of one's own to act agentically
> The crypto industry finally gets its own appstores, and discovery
> Going from prediction markets… to better information aggregation for everything
> Enterprises will increasingly accept stablecoins for payments
> Countries explore putting government bonds onchain, and more👇
Source: https://x.com/a16zcrypto/status/1864343219833627113
Robbie Petersen: The Role of Crypto in an Agentic Economy
This piece covers:
> The bull and bear case for ai agents transacting on crypto rails
> Outline the logical path to adoption
> Explore where value will ultimately accrue in this emerging agentic economy.
Source: https://twitter.com/robbiepetersen_/status/1864351850134216966?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xPrismatic: ARC Agents - AI in Gaming
ARC is using AI to solve the severe player liquidity problem in indie & web3 games, a big market👇
Source: https://x.com/0xPrismatic/status/1864316027766755729
$HAWK Token Insiders Kept Over 97% of the Supply and Are Actively Selling!!!
Source: https://x.com/beaniemaxi/status/1864434364060221448
Superseed to Launch a Supersale on December 9
An open invitation to invest early in the future of Superseed (blockchain that repays debt), ahead of its mainnet launch.
Source: https://x.com/SuperseedXYZ/status/1864339122955145281
Particle Network Releases UniversalX: The First Chain-Agnostic Trading Platform
With UniversalX you can:
> Deposit tokens from 12 EVM chains + Solana.
> Send assets to any chain.
> Pay gas with any token.
> Purchase 1000s of tokens with cash
Source: https://x.com/ParticleNtwrk/status/1863932662882226438
MRRydon: DeSci + AI Agents: A Country of Geniuses in a Data Centre
> AI Agents as Virtual Scientists Accelerating Discovery
> AI Agents Developing Advanced Biological Tools and Techniques
> AI Agents Compressing Decades of Biological Progress
> AI Agents Enabling Biological Freedom and Extended Lifespans, and more
Source: x=twitter.com/mrrydon/status/1864285013724024954?s=46&t=2q9OLMlaobNlHLewOXT4uA
Coinbase will Add Support for $MOVE on the Ethereum Network
Source: https://x.com/coinbaseassets/status/1864352204250890344?s=52&t=txFAbiSPTdLLDlAYj9X_AA
100y_eth: Is MicroStrategy The Next FTX?
Exploring the potential risks of MicroStrategy's debt-leveraged Bitcoin strategy, drawing parallels to past collapses like FTX and Terra.
Source: https://twitter.com/100y_eth/status/1864243784399376882?s=46&t=2q9OLMlaobNlHLewOXT4uA
Decentralised Co Introduces SentientMarketCap
Go-to platform for anyone looking to track, analyse, and make sense of the AI agent sector in crypto.
Two key features:
> A Curated List of Top Agent Coins featuring: Social metrics and Token metrics
> A dashboard on Virtuals tracking Number of agents launched, $VIRTUAL spent, and more
👉 www.sentientmarketcap.com/
Source: https://www.decentralised.co/p/introducing-sentientmarketcap
Bybit to Launch HYPE/USDT Pre-Market Trading on Dec 4, 2024, 12:00PM UTC
Source: https://announcements.bybit.com/en/article/listing-of-hypeusdt-on-bybit-perpetual-pre-market-on-dec-4-2024-12-00pm-utc-bltba0f2ad733fb98b4/
Othentic Research: AI x AVS - The Next Step For Decentralized AI
AVS supercharges the next generation of AI systems by leveraging programmable validation of computing and cryptoeconomic mechanisms
> This article explore unique use cases for decentralized AI systems powered by AVS.
Source: https://x.com/0xothentic/status/1863890369051562169?s=52&t=txFAbiSPTdLLDlAYj9X_AA
OKX Lists Movement Labs $MOVE on Spot Trading Markets
> Movement Labs $MOVE Launching Tomorrow, Dec 4, 2024.
> MOVE/USDT Spot trading will open at 12:00 pm UTC on Dec 9, 2024.
Source: https://www.okx.com/help/okx-to-list-move-movement-for-spot-trading
Crypto Folks on Forbes 30 Under 30
> Ostium Labs Cofounders - Kaledora and Marco Antonio
> Polymarket founder - Shayne Coplan
> Drift. Cofounder - Cindy
> Entropy founder, and more 👇
Source: https://twitter.com/Melt_Dem/status/1864034007513530408