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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
AI Agent Ecosystem Map - November 2024
Source: signumcapital/signum-newsletter-24" rel="nofollow">https://paragraph.xyz/@signumcapital/signum-newsletter-24
Pump Fun Platform Bans UK Users From Platform After FCA Warning
Source: https://x.com/News_Of_Alpha/status/1865062117000216670
December 5th~ Rollup
🐚 Research and Ideation 💡
- Delphi Labs' Thesis on Almanak
- Keyrock: From Locked to Liquidity - What 16,000+ Token Unlocks Teach Us
- Ethresearch: Fast (and Slow) L2→L1 Withdrawals
- Burwick Law Investigates “Legal Rights" in the $HAWK Rugpull
- Tibor Blaho: ChatGPT Pro Plan
- Amanda Young: Growing Consumer DePIN
- Allora: Merit-Based Sortition in Decentralized Systems
- Defi0xJeff: Beginner's Guide to AI Agent Landscape
- aibra: How to Take Profits on Memecoins using Concentrated Liquidity
- Jon Ma: Stablecoin Marketmap - December 2024
🐚 Podcast 🎙️
- The Rollup: The Rise of Celestia's Native Ecosystem
🐚 Project Updates 🔔
- Phantom Wallet to Add Support for Sui
- EigenLayer |ELIP-001: the Eigen Labs Rewards v2
- Vana Introduces its Native Token $VANA
- Movement $MOVE Token Claim Guidelines
- Ritual Launches Private Testnet
- Nansen Launches Portfolio Tracker
- 3Jane: The Credit-Based Money Market
Stablecoin Marketmap - December 2024
Source: https://x.com/jonbma/status/1864828187231825998
3Jane: The Credit-Based Money Market
3Jane is a credit-based money market built on Base, offering instant, trustless, and permissionless lines of credit to crypto users, secured by their creditworthiness and future cash flows
> USD3 is 3Jane’s yield-bearing stablecoin
> Early Q1: private beta for suitable testers
> Credit lines initially available to U.S. Residents
> Apply to be get your credit line early👇
Source: https://x.com/3janexyz/status/1864813783136506300
Emergent AI Agent categories
> Creative AGI - Agents expressing themselves through creative mediums e.g Zerebro (music)
> Investor AGI - Agents focused on identifying & making investments e.g ai16z, aixbt👇
Source: https://x.com/cryptopunk7213/status/1864473729855553766
Allora: Merit-Based Sortition in Decentralized Systems
An algorithm that optimizes performance while ensuring fair participation in decentralized networks.
> Learn more on ADI and how this algorithm enhances efficiency in resource-limited systems👇
Source: https://www.allora.network/research/merit-based-sortition-in-decentralized-systems
Nansen Launches Portfolio Tracker
Source: https://x.com/ASvanevik/status/1864083194964070598
Ritual Launches Private Testnet
Source: https://x.com/ritualnet/status/1864745321613402277
Ethresearch: Fast (and Slow) L2→L1 Withdrawals
This post introduces Fast & Slow (FnS) withdrawals, a protocol to enable rollup users to atomically withdraw tokens from L2 to L1
Source: https://ethresear.ch/t/fast-and-slow-l2-l1-withdrawals/21161
Live: 12 Days of OpenAI - Day 1
Join Sam Altman and some team members from OpenAI to hear about a new release and watch live demos.
Source: www.youtube.com/live/rsFHqpN2bCM
Movement Labs $MOVE Token Claim Guidelines
If using an OKX exchange account:
> Register for MoveDrop from Dec 4 - Dec 6 at 6AM UTC on OKX claims registration website.
> Participants who elect this method will automatically receive their MOVE in their account
> Eligible wallets can claim MOVE upon Token Generation Event (TGE).
> After TGE, you can check your claimable MOVE on the claims website.
> Initial MOVE claims (including OKX claims) will occur on Ethereum Mainnet
Source: https://www.movementnetwork.xyz/article/usdmove-token-claim-guidelines
EigenLayer’s First Improvement Proposal (ELIP): the Eigen Labs Rewards v2 ELIP
It addresses gaps in the current implementation of EigenLayer rewards by giving AVSs more tools for more flexible, operator-directed rewards with on-chain attribution, in addition to a few quality of life improvements.
Source: https://x.com/eigenlayer/status/1864446102512013788
December 4th~ Rollup
🐚 Research and Ideation 💡
- Decentralised Co: Introducing SentientMarketCap
- 100y_eth: Is MicroStrategy The Next FTX?
- Defi0xJeff: Hidden Trends Reshaping the AI Agent Ecosystem
- MRRydon: DeSci + AI Agents: A Country of Geniuses in a Data Centre
- Kaito: VC Yapper Leaderboard
- beaniemaxi: $HAWK Token Insiders Kept Over 97% of the Supply and Kept Selling
- YB: What did Marc Andreessen see?
- 0xPrismatic: ARC Agents - AI in Gaming
- Kaledora: Airdrops & Insiders: Reflections on Hyperliquid
- Robbie Petersen: The Role of Crypto in an Agentic Economy
- Three Sigma | What is Uniswap V4: Customizable Hooks & Superior Efficiency
- a16z: A Few of the Things We’re Excited About in Crypto (2025)
- Arrakis Finance: Intents Boost DeFi’s UX. What Do LPs Need to Know?
🐚 News 📕
- Trump Confirms Paul Atkins Picked For SEC Chair
- Fed's Powell: Bitcoin is Just Like Gold, Except it's Digital
🐚 Project Updates 🔔
- Bybit Launches HYPE/USDT Pre-Market Contract
- Coinbase will Add Support for $MOVE on the Ethereum Network
- Particle Network Launches UniversalX
- Sonic Labs: Real-World Assets Coming on Sonic
- Superseed to Launch a Supersale on December 9
- Crossmint Introduces (GOAT) Great Onchain Agent Toolkit
- OpenAI: 12 Days of OpenAI Starts Tomorrow, 10am Pacific
- DoubleZero Protocol: A New Internet Optimized for Distributed Systems
Arrakis Finance: Intents Boost DeFi’s UX. What Do LPs Need to Know?
Intents offer meaningful UX benefits and they’re growing fast as DeFi users seek out seamless onchain experiences.
> Intents have gained rapid adoption since 2023 with intent-based systems now accounting for about 30% of DeFi volumes👇
Source: https://x.com/arrakisfinance/status/1864038151150596125?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Mason Nystrom: Crypto AI Agents - The First-Class Citizens of Onchain Economies
“While AI agents look like toys today, in the future they will augment daily consumer experiences, become key stakeholders in protocols, and create entire economies between themselves”
Source: https://www.masonnystrom.com/p/crypto-ai-agents
Teng Yan: Almanak - Agents That Make Money
Almanak gives everyday users the ability to profit from quant trading techniques in DeFi
> The platform is purpose-built to create profitable trading agents, streamlining blockchain simulations and slashing the time taken to identify and capture alpha for winning strategies.👇
Source: https://www.chainofthought.xyz/p/almanak-agents-that-make-money
Pudgy Penguins to Launch $PENGU Coin on Solana in 2024
Source: https://x.com/pudgypenguins/status/1864852026212983067
The Rollup: Nick White and Jon Charbonneau on The Rise of Celestia's Native Ecosystem
They explore:
> Celestia's ecosystem next expansion
> The challenges of scaling
> AltVMs, lazybridging, ZK accounts
> Celestia's business model.
Source: https://www.youtube.com/watch?v=jP3XEvPHn3g
How to Take Profits on Memecoins using Concentrated Liquidity
This post shares a couple of approaches to plan your exit
Source: https://x.com/aibra/status/1864364368101593255
Beginner's Guide to AI Agent Landscape
Resources on top narratives, projects, & people to follow to stay on top of the market
Source: https://twitter.com/Defi0xJeff/status/1864679852080812408
Amanda Young: Growing Consumer DePIN
This article break down:
> The consumer x DePIN intersection
> Consumers' role in enabling Supply and Demand
> How these networks are starting to unlock new categories of applications and behaviors.
Source: https://medium.com/collab-currency/growing-consumer-depin-60799f561d66
ChatGPT Pro Plan
> $200 / £200 / €229 per month
> Get the best of OpenAI with the highest level of access
> Everything in Plus
> Unlimited access to o1, o1-mini, and GPT-4o
> Unlimited access to advanced voice
> Access to o1 pro mode, which uses more compute to answer hardest questions
Source: https://x.com/btibor91/status/1864703088470446144?s=46
A Law Firm, Burwick Law, is Investigating “Legal Rights" in the $HAWK Rugpull
https://twitter.com/burwicklaw/status/1864467285072597184?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Keyrock: From Locked to Liquidity - What 16,000+ Token Unlocks Teach Us
A trader-focused approach, examining some of the most prominent token unlocks of the past few years
Source: https://keyrock.com/from-locked-to-liquidity-what-16000-token-unlocks-teach-us/
Delphi Labs' Thesis on Almanak
Almanak’s agent-centric platform empowers its users to build, train, & manage advanced financial strategies using institutional-grade financial agents
Source: https://x.com/delphi_labs/status/1864696313142460647
Vana Introduces its Native Token $VANA
Launching at mainnet
Source: https://x.com/withvana/status/1864218114872975804
Phantom Wallet to Add Support for Sui
Source: https://blog.sui.io/phantom-wallet-integrates-sui/
Sonic Labs Ecosystem Map
Source: https://x.com/0xSonicLabs/status/1864375789728493735
DoubleZero Protocol: A Decentralized Framework for Creating and Managing High-Performance Permissionless Networks
A new internet optimized for distributed systems.
> DoubleZero enables permissionless contributions of underutilized private fiber links to create a dynamic and expansive network.
👉 Whitepaper: doublezero.xyz/whitepaper.pdf
Source: https://x.com/doublezero/status/1864387814000906316?s=52&t=txFAbiSPTdLLDlAYj9X_AA