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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
Hack VC: Movement Thesis
“We believe that security is critical for Web3 to scale and thrive mainstream, and Movement has a comprehensive vision that we feel can reduce, and potentially eliminate, smart contract hacks.”
> “Movement combines mission critical security benefits with enhanced performance and user experience, which we see as a complete vision for transforming Web3”
Source: https://twitter.com/ed_roman/status/1866230979767239120
Flashbots Report: System requirements, Existing and New Solutions, and their Efficiency
This report review existing consensus and consensusless protocols with regard to their censorship-resistance, efficiency, and other properties relevant for Flashbots
Source: https://www.commonprefix.com/static/clients/flashbots/flashbots_report.pdf
Google Has Announced their State-of-the-Art Quantum Chip —“Willow”
> “In benchmark tests, Willow solved a standard computation in <5 mins that would take a leading supercomputer over 10^25 years”
Source: https://x.com/sundarpichai/status/1866167429367468422?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Thunderhead Launches stMOVE - LST for $MOVE
Pre-deposits are now live for a chance to earn 31% APR on $MOVE ahead of mainnet.
Source: https://x.com/thunderheadlabs/status/1866167039007879208?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Primev: MEV-Commit Whitepaper
This whitepaper introduced the concept of “insured commitments”, a protocol framework where providers guarantee certain conditions, compensating users if the conditions are not met.
> It also presented an implementation of it through the mev-commit protocol👇
Source: https://x.com/primev_xyz/status/1866134702089982258
Jupiter DAO Passes Massive $860M ‘Jupuary’ Airdrop Vote
> Eligibility checker to come later in the month
Source: https://www.coindesk.com/markets/2024/12/09/jupiter-dao-passes-massive-860-m-jupuary-airdrop-vote
Defi0xJeff: The Rise of Agentic Metaverse
> “To house these agents, we need world-building infrastructure that enables agents to interact with one another, and with humans.”
> “We also need key DeFi infrastructure to power in-game economies.”
Source:https://x.com/defi0xjeff/status/1866124055360991508?s=46&t=2q9OLMlaobNlHLewOXT4uA
December 8th~ Rollup
🐚 Research and Ideation 💡
- Defi0xJeff: Memecoins vs. AI Agent Coins: What's the Difference
- Nillion: How Nillion’s Blind Computer (NBC) is Redefining Privacy in Crypto
- Gaia: 69+ Projects to Build for the Rise of AI Agents
- Michael Saylor Explaining the MSTR Premium
- CryptoSources: Events to Look Forward to in the Week
- Pump Science: Pump Science and Desci Explained
🐚 Podcast 🎙️
- Blocmates: The Zerebro Interview W/ Jeffy Yu
- Empire | Hivemind: BTC's $100K Run, Ethena's Yield Meta, and Our Bull Market Bets
🐚 News 📕
- Amazon Shareholders Request the Company Explores Adding Bitcoin to Its Treasury
🐚 Project Updates 🔔
- Aave Hits ATHs in Net Deposits and Active Loans
- Binance Lists Across Protocol $ACX with No Listing Fee
- Hawk Tuah Fallout Spaces Detailing Incident
- Heurist Introduces its Native Token $HEU
The Movement Network $MOVE is Now Live
MoveDrop participants can claim their $MOVE👇
Source: https://x.com/movementfdn/status/1866084242800984195
Pump Science: Pump Science and Desci Explained
Answering questions like:
> Why pump science?
> Are they a utility project?
> A memecoin?
> Something in between?
> Can the devs do something?, and more
Source: https://vxtwitter.com/pumpdotscience/status/1865744639011233797
Hawk Tuah Fallout Spaces Detailing Incident
Source: https://x.com/i/spaces/1mrxmMvYkXBxy
Exciting Week Ahead
> Heurist - TGE 4AM UTC
> Puffpaw presale at 10AM UTC
> Movement TGE at 12PM UTC
> Suoerseed presale at 6PM UTC
> KIP Protocol TGE on DEC 10
> Terrace IDO at 12PM UTC and CreatorBid IDO at 4PM UTC on Fjord Foundry
Source: https://x.com/cryptosources/status/1865921217468764501?s=46&t=txFAbiSPTdLLDlAYj9X_AA
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=
Ethresearch: Bringing Privacy to EVM Applications Using Confidential Computing via Co-processors
The post explore how to incorporate privacy into existing Defi applications on EVM-compatible chains using PETs like FHE.
> Also discuss the concept of encrypted ERC20 tokens, which provide a privacy-enhanced alternative to standard ERC20 tokens👇
Source: https://ethresear.ch/t/bringing-privacy-to-evm-applications-using-confidential-computing-via-co-processors/21217
> Hear from the Director of Quantum Hardware Julian Kelly as he introduces Willow and its breakthrough achievements👇
Source: https://www.youtube.com/watch?v=W7ppd_RY-UE
⚡️Thanks For 6k Subscribers⚡️
Shoal was founded on the principles of making highly complex topics easy to digest. We aim to continue unraveling new fringe ideas and concepts within AI, DeFi, infrastructure, and beyond.
Open Door: If you are a project, investor, or researcher working on something interesting, we would love to chat.
DMs are also open for feedback @zaddycoin 🫡
👉 Follow us on twitter: x.com/shoalresearch
OpenAI Releases 'SORA' - AI Video Generator
> An openai plus account gets 50 generations/mnt
> A pro account gets 500 fast generations
> Generate up to 50 videos at 480p or fewer videos at 720p each month.
openai.com/index/sora-is-here/
Source: https://x.com/sama/status/1866187525821538436?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Three Sigma: Make Ethereum Great Again (MegaETH)
MegaETH is a Layer 2 solution that claims the ability to process up to 100,000 transactions per second (TPS) with minimal latency implying near-instantaneous block times (1-10ms)
> It has sparked curiosity about its potential to address some of the pressing challenges faced by L2s
> This post explore what MegaETH actually offers and if this is the L2 Ethereum’s been waiting for👇
Source: https://x.com/threesigmaxyz/status/1866141834033947077
Coinbase Has Tokenized Close to $2B Worth of BTC with cbBTC
Source: https://x.com/tokenterminal/status/1863633446486110518
Rob Hadick: Stablecoin Payments - Who Actually Wins?
The post explores the stablecoin payment ecosystem, categorizing its players to analyze which parts of the stack capture the most value. The categories include:
> Settlement rails
> Stablecoin issuers
> Liquidity providers
> Value transfer/money services
> Aggregated APIs/messaging
> Merchant gateways
> Stablecoin-powered applications.
Source: https://x.com/hadickm/status/1866101987021836289?s=46&t=ywALktyM5ZCyt-zigN5Big
MicroStrategy Has Acquired Additional 21,550 Bitcoins for $2.1 Billion
bringing their total holdings to 423,650 BTC
Source: https://x.com/saylor/status/1866106687699964016
China Eases Monetary Policy Stance, Vows More Fiscal Support
The 24-man Politburo led by President Xi Jinping announced it will embrace a “moderately loose” strategy for monetary policy in 2025
Source: https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011
Heurist Introduces its Native Token $HEU
> Maximum supply of 1 billion tokens
> 11% of total supply will enter circulation in day 1
> Season 1 Miners - 50M HEU & 4M stHEU rewards
> Imaginaries NFT Holders - 35K HEU / eligible NFT
Source: https://x.com/heurist_ai/status/1865393402570842128?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Binance Lists Across Protocol $ACX with No Listing Fee
Source:https://x.com/cannngurel/status/1865818542282506338?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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