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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
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
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
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
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