-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Messari: State of Sui Q2 and Q3 2024
Sui’s DeFi TVL increased by 42% to $1B in the past two quarters. Sui also integrated with Circle’s USDC and Projects building primarily on Sui raised $16.3M in Q2 & Q3 2024.
Source: https://messari.io/report/state-of-sui-q2-and-q3-2024
Virtuals Now Above Bittensor for Mindshare
both in today's top mindshare gainers for AI.
Source: https://x.com/_kaitoai/status/1862524466225369537?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Parsec Weekly: On $HYPE TGE
From the identification and reduction of the points of ~100 sybil farmers, distribution of additional points for organic activity in May, October and early November, and everything to TGE and launch of HYPE
Source: https://open.substack.com/pub/parsec/p/parsec-weekly-97?r=aaog1&utm_medium=ios
Ethena and Securitize Have Submitted a Bid for Ethena’s Upcoming Stablecoin USDtb in Spark’s $1 billion Tokenization Play
> BlackRock’s BUIDL fund will initially provide more than 90% of the stablecoin’s backing.
Source: https://x.com/ethena_labs/status/1862512052017012886
November 28th~ Rollup
🐚 Research and Ideation 💡
- Poopmandefi: Comparison of PumpFun vs Clanker
- 0xMughal: AI Agent Season - What you Need to Follow
- 2077 Research: Bringing Permissionless Lending - Making Sense of Euler
- Sandraaleow: Virtuals Protocol Ecosystem
- Tkvresearch: AI Agent Narrative
- wacy_time1: Good Comparison on AI agents Landscape
- CoinGecko: What Is the Solana Virtual Machine?
- Leku Blog: Devcon Key Insight: Indistinguishability Obfuscation (IO)
🐚 Project Updates 🔔
- Berachain Teases Imminent Launch… Q5
- Bittensor Rolls Out EVM Compatibility to Attract Ethereum Developers
- Hyperliquid’s $HYPE Token is Now Live
- Zerebro Releases New Album
CoinGecko: What Is the Solana Virtual Machine?
The SVM is the software infrastructure on the Solana blockchain that enables Solana to handle thousands of txs per second by utilizing a parallel processing model for dApps and smart contracts.
> This article discusses how the Solana Virtual Machine works and other key features.
Source: https://www.coingecko.com/learn/what-is-the-solana-virtual-machine-svm
HYPE Token Airdropped With No Issues or Lag, Trading Also Live
Source: https://x.com/0xSisyphus/status/1862402356916125914
Tkvresearch: AI Agent Narrative
Source: https://flipsidecrypto.xyz/tkvresearch/ai-agent-narrative-mqTAAE
Bittensor Rolls Out EVM Compatibility to Attract Ethereum Developers
EVM compatibility allows blockchains to run dApps originally designed for the Ethereum network.
Source: https://www.observers.com/bittensor-rolls-out-evm-compatibility-to-attract-ethereum-developers/
OTC Deal for Pumpfun @ 1.5b Valuation
> Name: Pump.Fun (PF-281124)
> Contract size: $15 000 000
> Lot FDV: $1 500 000 000
> Make Bid
Source: /channel/secondlane
AI Agent Season - What you Need to Follow
> AI Influencers - aixbt
> AI intellectual property
> AI to help the world - FOREST
> AI for on chain use
> AI agent entertainment - ZEREBRO
> AI framework/infra - ai16z👇
Source: https://x.com/0xMughal/status/1861872126778921244
Comparison of PumpFun vs Clanker
Source: https://x.com/poopmandefi/status/1862114700454232106
Top AI Agents by Mindshare
Source: https://x.com/hmalviya9/status/1861659875874676747?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Work Continues on Anthropic’s Claude Custom Styles Tooling
Anthropic continues refining its writing styles feature. Users can create custom writing styles for Claude by either sharing samples of their writing or describing the desired style.
Source: www.testingcatalog.com/work-continues-on-anthropics-claude-custom-styles-tooling/
Du Rove on the The Major ($MAJOR) Mini App
“one of my favorite success stories in the Telegram ecosystem”
> Major earned over $10 million in revenue and gained 70 million users in just 5 months
> 1% of $MAJOR tokens was donated to Durov and claims he won’t be selling for the next 10 years.
> Major team has many innovations coming like username NFT rentals and digital IDs
> $MAJOR token is getting listed on six big exchanges tomorrow
Source: Du Rove’s Channel
New Deal for Pumpfun @ 2.5b Valuation
> Name: Pump.Fun (PF-291124)
> Contract size: $15 000 000
> Lot FDV: $2 500 000 000
> Make Bid
Source: t.me/secondlane/307
ASXN Shares Dashboard to Monitor HYPE Airdrop
> Total recipients: 94K wallets
> Average airdrop amount: 2915.66 HYPE
> Median airdrop amount: 64.53 HYPE
https://data.asxn.xyz/dashboard/hype
Source: https://x.com/asxn_r/status/1862527642710552856?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid Gives Out $1.6 Billion in One of the Largest Airdrops Ever
Source: https://decrypt.co/294067/hyperliquid-airdrop-1-6-billion
Equilibrium's Predictions for 2025
Source: https://x.com/equilibrium_co/status/1862140045022691792
Devcon Key Insight: Indistinguishability Obfuscation (IO)
A breakdown of Indistinguishability Obfuscation, and also highlight the evolving progress and optimism around it at Devcon 7, showcasing new implementations and potential applications.
Source: https://www.leku.blog/io/
Good Comparison on AI agents Landscape
Source: https://x.com/wacy_time1/status/1862197472233230790?s=46&t=US8hdKu5FCAqApEd0gFyVQ
Hyperliquid’s $HYPE Token is Now Live
Source: https://x.com/hyperliquidx/status/1862402701705060486?s=52&t=txFAbiSPTdLLDlAYj9X_AA
AI Agent Zerebro Releases New Album
Source: https://x.com/opaiumdao/status/1862361367979683908
Virtuals Protocol Ecosystem
Source: https://x.com/sandraaleow/status/1862327468688118267?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2077 Research: Bringing Permissionless Lending - Making Sense of Euler
Exploring how Euler v2 revolutionizes DeFi lending with modular architecture, ERC-4626 vaults, and permissionless customization, enabling tailored lending markets, seamless interoperability, and more
Source: https://research.2077.xyz/bringing-permissionless-lending-making-sense-of-euler#the-existence-of-defi-lending
Berachain Teases Q5 Launch
Time after Christmas until early/mid-January?
Source: https://x.com/berachain/status/1862150268290257282
November 27th~ Rollup
🐚 Research and Ideation 💡
- Messari: Navigating the DePIN Energy Sector
- 100y_eth: Nillion: Internet’s Blind Computing Layer
- Kaito: Ultimate Guide to Alpha Hunting on Kaito
- Blockworks: Zerebro - Actualizing Creativity in the Path Toward AGI
- Daveeemor: Ethena: Economics & Valuation
- Taiki Maeda: AI Memecoin Omegacycle
- Du Rove on the The Major ($MAJOR) Mini App
- Binance Academy: What Are AI Agents?
- Hitesh.eth: Top AI agents by Mindshare
🐚 Podcast 🎙️
- Deribit Podcast: Explaining the Microstrategy Driving Bitcoin Higher
🐚 News 📕
- US Court Rules that Sanctions Against Tornado Cash Smart Contracts are Unlawful
🐚 Project Updates 🔔
- Binance Launches $MORPHO and $CHILLGUY Perpetual Contracts
- Pantera Bitcoin Fund Hits 1,000x Returns
- 1inch Introduces Seamless Token Swaps Across Blockchains
- Hyperliquid Genesis Event for $HYPE will Occur at 07:30 UTC on Nov 29
- Anthropic Continues Working on Claude Custom Styles Tooling
Binance Academy: What Are AI Agents?
AI agents are self-operating programs that are able to analyze information, learn from their own experiences, and execute tasks on behalf of users.
This piece covers:
> What Are AI Agents?
> How AI Agents Work
> AI Agents and Crypto
> AI Agents Challenges in the Crypto Space
> The Future of AI Agents in Crypto
Source: https://academy.binance.com/en/articles/what-are-ai-agents
Hyperliquid Genesis Event for $HYPE will Occur at 07:30 UTC on November 29
> Max supply of HYPE is 1 billion tokens
> 38.88% - future emissions & community rewards
> 31.0% to the genesis distribution
> 23.8% to current and future core contributors
> Core contributor tokens will be locked for 1yr after genesis
Source: https://x.com/hyperfnd/status/1862007773191708760
Taiki Maeda: AI Memecoin Omegacycle
> Memecoin Supercycle + AI Supercycle = AI Memecoin Omegacycle
> Comparing $GOAT’s emergence from $0 to $1B as the “YFI moment” for this new sector
> Positioning for the AI Memecoin Omegacycle
Source: https://x.com/taikimaeda2/status/1861539507365203991?s=52&t=txFAbiSPTdLLDlAYj9X_AA