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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
Empire | Hivemind: BTC's $100K Run, Ethena's Yield Meta, and Our Bull Market Bets
They explore:
> The importance of conviction over FOMO and the challenges of narrative rotation.
> Ethena's yield mechanisms and their impact on the broader DeFi landscape
> The realness of AI innovation in crypto
Source: https://www.youtube.com/watch?v=38MRP6V7Ywo
Blocmates: The Zerebro Interview W/ Jeffy Yu
Jeffy Yu - Founder of Zerebro
Discussion:
> What is Zerebro?
> What are Jeffy's plans for Zerebro?
> Is this the beginning of the crypto x AI industry?
> Are AI meme coins still a thing?
> Zerebro Token Plans, and more
Source: www.youtube.com/watch?v=A-_cd7Ze8mE
Gaia: 69+ Projects to Build for the Rise of AI Agents
> AI Influencer Memecoins
> AI Venture Capitalist
> Hedge Fund Trader Agents
> Multiparty Agent Governance
> Prediction Market Agents
> AI ‘Reply Guy’
> Autonomous Community Strategists, and more👇
Source: https://x.com/mateo_ventures/status/1865082295348269339
How Nillion’s Blind Computer (NBC) is Redefining Privacy in Crypto
“NBC enables you to store and process sensitive data without anyone ever seeing it using Privacy-Enhancing Technologies (PETs)
> A decentralized network of nodes executes these programs without ever seeing the data or outputs.
Source: https://twitter.com/nillionnetwork/status/1864746633143160877?s=52&t=txFAbiSPTdLLDlAYj9X_AA
December 7th~ Rollup
🐚 Research and Ideation 💡
- Asymmetric Market Update
- thedefivillain: Why this Cycle Can Still Get Even Crazier
Why this Cycle Can Still Get Even Crazier
Source: https://x.com/thedefivillain/status/1865361890907459742?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bored Ape Cofounder on Launching Token on Solana vs Ethereum
Source: https://x.com/CryptoGarga/status/1865430598061359332
December 6th~ Rollup
🐚 Research and Ideation 💡
- Teng Yan: Almanak - Agents That Make Money
- Mason Nystrom: Crypto AI Agents - The First-Class Citizens of Onchain Economies
- Signum Capital: AI Agent Ecosystem Map - November 2024
- Four Pillars: How Can You Not Love Hyperliquid?
- Messari: A Case for Bitcoin Alts
- Ryan Watkins: 74% of VC in the Solana Ecosystem Goes to Apps vs 40% in Ethereum
- Delphi Digital: The L2 Wars - One Year Later
- 2077 Research: The Hitchhiker's Guide To Chain Abstraction
- Ambit Labs: The Not-So-Definitive guide to Hyperliquid Precompiles
- Blockworks Advisory: Meta-Analysis on Incentive Programs
- a16z: Big Ideas in Tech 2025
- YB: DLP Tokens As An Asset Class
- 2077 Research: DePIN On Ethereum: Redefining Coordination Systems
🐚 Podcast 🎙️
- The Rollup: AggLayer Mainnet Launch Is Coming With Marc Boiron
- 20VC: Why Valuations and Fundraising are BS W/ Zachary Bookman
🐚 Project Updates 🔔
- Pudgy Penguins to Launch $PENGU Coin on Solana in 2024
- Pump Fun Bans UK Users From Platform After FCA Warning
- Sushiswap Proposes to Liquidate Treasury Token Holdings
- OpenAI Introduces ChatGPT Pro
- Kamino Finance Introduces “Kamino Swap”
YB: DLP Tokens As An Asset Class
A look at VANA and its whitepaper
Source: https://terminallyonchain.xyz/vana
Blockworks Research: Meta-Analysis on Incentive Programs
Successful incentive programs require:
> A balance of careful design
> Active management, and adaptability.
> Incentives are most effective when they target sustainable behaviors,
> Flexibility in structure and duration
> Robust community engagement, and more👇
Source: https://app.blockworksresearch.com/unlocked/incentives#final-thoughts
2077 Research: The Hitchhiker's Guide To Chain Abstraction
“Chain abstraction is the process of removing the need for users and developers to interact directly with the underlying blockchain infrastructure”
> This article dive into the cosmos of chain abstraction, exploring the technology, its benefits, and how it might make Web3 a place where we can all feel at home.
Source: https://twitter.com/2077Research/status/1844130579215782058
Delphi Digital: The L2 Wars - One Year Later.
Revisiting 2024 analysis on Infrastructure with insights into the "L2 Wars"
Source: https://x.com/delphi_digital/status/1865094347407929630?s=52&t=txFAbiSPTdLLDlAYj9X_AA
74% of Venture Capital in the Solana Ecosystem Goes to Applications vs 40% in Ethereum
Source: https://x.com/RyanWatkins_/status/1861816917184372746
Messari: A Case for Bitcoin Alts - Why Runes and Ordinal Can Make a Comeback
> This piece explore why Bitcoin Alts eco (runes and ordinals) is one of the most asymmetric bets you can make in crypto right now.
https://messari.io/report/a-case-for-bitcoin-alts
Source: https://x.com/defi_monk/status/1865072876254302473
Sushiswap Proposes to Liquidate Treasury Token Holdings: Governance
This proposal outlines a strategy for diversifying the treasury assets to mitigate risks and enhance the protocol’s long-term stability.
Source: snapshot.org/#/sushigov.eth/proposal/0xa0030e41712ef24187dc56ef03ac37bfd8c7bb10b102571feace8ef4c2e37123
Michael Saylor Explaining the MSTR Premium
Source: https://twitter.com/thebtctherapist/status/1859037823774712182?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Amazon Shareholders Request the Company Explores Adding Bitcoin to Its Treasury
Microsoft moved first
Source: https://x.com/BTC_Archive/status/1865840011838414943
Aave Hits ATHs in Net Deposits and Active Loans
Source: https://x.com/tokenterminal/status/1865584663210692940?sl=
Defi0xJeff: Memecoins vs. AI Agent Coins: What's the Difference
With AI agents:
> You can’t coast on attention alone. To stand out, you need to ship relentlessly.
> You need to constantly give people something fresh to stay relevant.
> If you’re not keeping your audience engaged day in and day out, you’re done.
Source: https://twitter.com/Defi0xJeff/status/1865771868730675386
On Two Group of People on CT
> People who think we're in the dying weeks of a speculative mania b/c their ports are swolen
> People that stuck w/ eth/L2 eco/tech plays and feel we must have a yr+
Source: https://x.com/cryptoklotz/status/1865491540757365039?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Asymmetric Market Update
On Crypto, Macro, VC, Bitcoin DeFi, Outlook for 2025, and more
Source: https://read.asymmetric.financial/p/asymmetric-market-update-24
Why Low Winrate Traders Often Outperform High Winrate Traders
https://fxtwitter.com/studyconviction/status/1862562884376514683
2077 Research | DePIN On Ethereum: Redefining Coordination Systems
This piece highlights Ethereum-based DePIN projects solving real-world issues in telecom, energy, compute, and more, while also answering questions like:
> Is decentralizing physical resources necessary?
> Is there real demand for DePIN, or is it a solution in search of a problem?
> Can critical infrastructure scale without sacrificing quality or affordability?
> How can sustainability and innovation coexist in this new paradigm?
Source: https://research.2077.xyz/depin-on-ethereum-redefining-coordination-systems-1
a16z: Big Ideas in Tech 2025
> Engineers with full-stack skills to bridge hardware and software are expected to be in demand
> Smaller, on-device generative AI models are set to gain popularity in 2025
> Specialist AI models have the potential to serve as 'super staffing’ platforms.
> Virtual simulations from gaming are likely to increasingly be used in real-world applications.
> AI is poised to transform small businesses, by enabling them to scale efficiently through automation and strategic acquisitions.👇
https://x.com/a16z/status/1864773011725079006
Source: https://a16z.com/big-ideas-in-tech-2025/
Ambit Labs: The Not-So-Definitive guide to Hyperliquid Precompiles.
> Through the use of Precompiles and Events, the Hyperliquid team have provided a way in which smart contracts running on the HyperEVM can access state on the Hyperliquid L1, effectively giving smart contracts access to the perps and spot liquidity on the L1
Source: ambitlabs/the-not-so-definitive-guide-to-hyperliquid-precompiles-f0b6025bb4a3" rel="nofollow">https://medium.com/@ambitlabs/the-not-so-definitive-guide-to-hyperliquid-precompiles-f0b6025bb4a3
20VC: Why Valuations and Fundraising are BS W/ Zachary Bookman - Co-Founder/CEO of OpenGov
Discussion:
> High Gross Retention is the Whole Game of SaaS
> The Misalignment Between GP and Founder
> Why Founders Should Not Expand Their TAM
> Why Valuations and Fundraising Is BS
> How the Best Founders Manage Their Board
> What Is PMF and Why Marc Andreessen’s Definition Is Wrong
Source: www.youtube.com/watch?v=6E4I7JnhLjU
The Rollup: AggLayer Mainnet Launch Is Coming With Marc Boiron - CEO @ Polygon Labs
Unpacking Polygon's evolution from:
> PoS to zkEVM
> AggLayer's stack
> Pessimistic proving
> Shared bridges
> The push towards mainnet.
Source: www.youtube.com/watch?v=timzAMMJ8wc
Kamino Finance Introduces “Kamino Swap”
An intents-based, exchange platform built to offer the best price execution at any size, for any token swap on Solana —powered by Pyth Network
Source: https://x.com/KaminoFinance/status/1864729927116832781
OpenAI Introduces ChatGPT Pro
a $200 monthly plan that enables scaled access to the best of OpenAI’s models and tools.
Source: openai.com/index/introducing-chatgpt-pro/
Four Pillars: How Can You Not Love Hyperliquid?
A dive into Hyperliquid’s remarkable journey, key takeaways from their strategy, and examines what lies ahead for the project.
Source: https://4pillars.io/en/articles/how-can-you-not-love-hype