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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
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
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
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
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