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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
Michael Saylor: I think Trump is Serious About a National Bitcoin Reserve
Source: https://x.com/DeItaone/status/1868697283593920938
UK’s Financial Regulator Has issued a Warning Against ‘Retardio’
Source: https://x.com/tier10k/status/1868690902526693587?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Defi0xJeff: Data, Hidden Framework Powering AI Agents
The piece explores the role of data in powering AI agents, highlighting innovative frameworks like Grass Network and Cookie as key players in the AI-driven economy.👇
Source: https://vxtwitter.com/defi0xjeff/status/1868663256472330440?s=12&t=2q9OLMlaobNlHLewOXT4uA
December 15th~ Rollup
🐚 Research and Ideation 💡
- Chain of Thought: Weekly AI Edge
- Defi0xJeff: What Comes After Agent Tokenization?
- fmoulin7: The Bull Case for Hyperliquid
- Sealaunch: Echo Dune Dashboard
Vana Launches Mainnet, Introduces Testnet Rewards and $VANA Staking
> Airdrop Eligibility Checker: datahub.vana.com
Source: https://x.com/withvana/status/1868590962941006128
Defi0xJeff: What Comes After Agent Tokenization?
An analysis of past tokenization trends, how they’ve played out, and what might come next
Source: https://twitter.com/Defi0xJeff/status/1868355574024519689
December 14th~ Rollup
🐚 Research and Ideation 💡
- Token Terminal: Users on Base Have Deposited $4B into Apps on Base
- thedefivillain: Market Cap Tops for Altcoins in 2021
- 246_club: How Liquity V2 and its Forks will Take Shape
- Ostium Labs: 12 Cycle Top Tools & Exit Indicators
🐚 News 📕
- Trump's World Liberty Spent 500K USDC to Buy 509,955 ENA
🐚 Project Updates 🔔
- Bluefin Foundation Launches the $BLUE Token
12 Cycle Top Tools & Exit Indicators
> PI Cycle
> MVRV Z Score
> Mayer Multiple
> Net Unrealized Profit/Loss
> Terminal Price
> 22-Day RSI
> 4-year MA Multiple
> Volatility-Adjusted Power Law Index & Decay Oscillator , and more👇
Source: https://x.com/OstiumLabs/status/1867617695392526399
Market Cap Tops for Altcoins in 2021
> BNB - 110bn
> ADA - 100bn
> DOGE - 95bn
> XRP - 88bn
> SOL - 80bn
> SHIB - 40bn
> UNI - 23bn
> LINK - 21bn👇
Source: https://x.com/thedefivillain/status/1867939866211758583?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Users on Base Have Deposited $4 Billion into Applications on Base
Source: https://x.com/tokenterminal/status/1866559033278144780
MicroStrategy Added To Nasdaq 100 Index
Source: https://x.com/tier10k/status/1867736357549781027
Shaughnessy119: Crypto x AI predictions for 2025
> A 100B parameter useful model is released via decentralized training.
> The Crypto x AI market cap goes from $45B to $250B+ (per Coingecko).
> Most AI agent Influencers (99%), with copy pasta reply functionality, die off
> A popular AI agent is revealed to be a scam with a human writing the tweets.
> Elon wins or takes a significant lead in his lawsuit vs OpenAI, and more👇
Source: https://x.com/shaughnessy119/status/1867675171487986086?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Spectral Labs $SPEC: AI Agents on Hyperliquid
Spectral Labs ($SPEC) is emerging as a leading AI proxy in the crypto market, enabling sentient AI agents to trade futures on Hyperliquid.
> With the recent product announcement, users can permissionlessly deploy sentient AI agents that autonomously compete to trade futures on Hyperliquid.👇
Source: https://x.com/karl_0x/status/1867656502699602153?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Story Protocol Introduces Agent TCP/IP: An Agent-to-Agent Transaction System
A trustless framework for exchanging IP between agents via programmable contracts, enabling agents to initiate, trade, borrow, and sell agent-to-agent contracts on the Story blockchain network.
Source: https://x.com/storyprotocol/status/1868696340156538959?s=52&t=txFAbiSPTdLLDlAYj9X_AA
VanEck Unveils Strategic Investment in DAWN
Decentralized Autonomous Wireless Networks
“We think of DAWN as an "ISP launchpad" with the opportunity to transform the $385 billion internet services market through dramatically better unit economics, proprietary hardware, and token incentivized network effects”
Source: https://x.com/vaneck_us/status/1868654409544351999?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Presto Research: 2024 Crypto Market Review & 2025 Forecasts
An inaugural year-end report reviewing key trends of 2024 and providing forecasts for 2025.👇
Source: https://assets.ctfassets.net/m1hizt3hapq0/NV4eqRdRbwRw82z1jKHKU/b090f2939c40e848c7950163f7c57869/Presto_Research_From_Chaos_To_Clarity.pdf
Ethena Labs Launches USDtb, a New Stablecoin Backed by BlackRock’s BUIDL Fund
in Partnership with Securitize
Source: https://x.com/ethena_labs/status/1868657723799470361
Microstrategy Acquires Another 15,350 BTC for ~$1.5 Billion, Bringing Total Held To 439,000 BTC
Source: https://x.com/saylor/status/1868643218956734876
Sealaunch Presents the Echo Dune Dashboard
Echo (by Cobie), has helped raise $32M across 86 deals, with participation from 4K investors
> Monitor top deals so far, top investors, & more👇
https://dune.com/sealaunch/echoxyz-early-stage-investing-in-startups-and-tokens
Source: https://x.com/sealaunch_/status/1868426423842885653?s=52&t=txFAbiSPTdLLDlAYj9X_AA
The Bull Case for Hyperliquid
This post highlights the broader market potential for Hyperliquid and the fundamental bull case for the $HYPE token, covering:
> The Exchange opportunity
> The EVM opportunity
> Revenue Breakdown, Valuations & Comparables
> Risks
Source: https://x.com/fmoulin7/status/1868349424646148323?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Chain of Thought: Weekly AI Edge
This edition cover:
> Fartcoin and Griffain soar
> Heurist & KIP Protocol TGE
> Hyperbolic raises another $12M in their Series A funding round
> The CHAOS saga, and more
Source: https://www.chainofthought.xyz/p/weekly-ai-edge-25
Trump's World Liberty Spent 500K USDC to Buy 509,955 ENA 8 hours Ago Via Cow Protocol
World Liberty currently holds:
> 14682 ETH
> 102.9 cbBTC
> 78387 LINK
> 5886 AAVE
Source: intel.arkm.com/explorer/entity/worldlibertyfi
How Liquity V2 and its Forks will Take Shape
Source: https://x.com/246_club/status/1867572391704158296?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bluefin Foundation Launches the $BLUE Token
> Max Supply: 1,000,000,000
> Initial Circulating Supply: 150,385,000
> User Incentives: 32.5%, vested over 5 years
> Investors & team have 3yrs of vesting
Source: https://bluefin.io/foundation/token
December 13th~ Rollup
🐚 Research and Ideation 💡
- Bitcoin Suisse: Crypto Outlook 2025
- Ryan Watkins: Hyperliquid Ranks 4th in L1 Fees Generation
- Tint: Zerebro, the Agent that Bootstrapped Itself to Become an Ethereum Validator
- s4mmyeth: AI Hacker & Jailbreaker Agents to Keep Eyes On
- karl_0x: $SPEC: AI Agents on Hyperliquid
- Shaughnessy119: Crypto x AI predictions for 2025
- gauthamzzz: Why General Purpose L2s Might be a Trap
🐚 Podcast 🎙️
- Raoul Pal: Memetics, Religion & the Power of Humanity in the AI Age
🐚 News 📕
- Riot Platforms Inc Acquires 5,117 BTC For $510M
- MicroStrategy Added To Nasdaq 100 Index
🐚 Project Updates 🔔
- Binance Introduces $VANA on the Launchpool
- Binance Lists VELODROME
- Gate Security Team Denies Hack Rumors
- Farm.Fun on Hyperliquid: A GenAI AI Agent Game
- Cookie Data Swarm APIs: Intelligence Infrastructure API for the Agentic Economy
🐚 Raises 💰
- MegaETH Developer Raises $10M in 3 minutes on Cobie's Echo Platform
gauthamzzz: Why General Purpose L2s Might be a Trap
> “Building on general purpose L2s means you're essentially building someone else's moat”
> “Your success directly translates to their token value, not yours”
Source: https://twitter.com/gauthamzzz/status/1864659097209176065?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bitcoin Dynamic Cycle & On-Chain Cycle Risk Analysis: Insights into BTC Price & Risk Trends
Source: https://files.bitcoinsuisse.com/assets/pdf/BitcoinSuisse_CryptoOutlook2025.pdf
Altcoin Season Index pointing to outsized altcoin returns in the near-term
Source: https://files.bitcoinsuisse.com/assets/pdf/BitcoinSuisse_CryptoOutlook2025.pdf