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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
Deribit: Explaining the Microstrategy Trade That Is Driving Bitcoin Higher
A breakdown of the Microstrategy trade fuelling recent Bitcoin strength as Saylor announced his recent purchase of more than $5Bn last week.
Source: https://www.youtube.com/watch?v=imENahfmAog
1inch Introduces Seamless Token Swaps Across Blockchains
Source: https://x.com/1inch/status/1861057933267599595?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Pantera Bitcoin Fund Hits 1,000x Returns, with a Lifetime Gain of 131,165% After Fees
Source: https://panteracapital.com/blockchain-letter/1000x-pantera-bitcoin-fund/
Ultimate Guide to Alpha Hunting on Kaito
the ultimate guide of strategies + features from kaito for alpha hunting in this market
> Using Smart Following feature to discover NEW & TRENDING Projects
> Tracking Key Opinion Leaders in Each Narrative
> Keyword Search + Copilot for Discovery
> Benchmarking Token Mindshare, and more
Source: https://x.com/sandraaleow/status/1861771171194376371?s=46&t=2q9OLMlaobNlHLewOXT4uA
Messari: Navigating the DePIN Energy Sector
A deep dive into DePIN's largest addressable market, detailing:
> DePIN's opportunity to spearhead the clean energy transition
> Case studies of the leading Energy DePINs
> Timeline for global Energy DePIN adoption
Source: https://x.com/MessariCrypto/status/1861490788343169431
Binance Will Launch $MORPHO and $CHILLGUY Perpetual Contracts With up to 75x Leverage
> 2024-11-27 14:30 (UTC)
Source: Binance
Untold Story of Titan, $40m+ of Hidden Profit, and Chain Abstraction’s Future
Source: https://x.com/0xASK/status/1861411479129379135
kithkui.eth: What is Clanker?
the bot that is taking farcaster by storm
Source: kithkui.eth/what-is-clanker" rel="nofollow">https://paragraph.xyz/@kithkui.eth/what-is-clanker
S4mmyEth | AI Agents: Does Price Action Follow Attention?
According to kaito, 48% of Crypto Twitter’s attention is concentrated on memes and AI.
> This article explores how these trends are shaping the crypto landscape, with a particular focus on the rise of AI agents and their evolving role within decentralized finance (DeFi).
Source: https://x.com/S4mmyEth/status/1861416272728088878
Blockworks Research: GEODNET - Enabling Ubiquitous Autonomy
Geodnet is the world’s largest RTK network by both the number of base stations and coverage area, providing hyper-precise positioning data to web2 customers.
> This report dive into GEODNET, the GEOD token, and opportunity for RTK networks and autonomy👇
Source: https://x.com/blockworksres/status/1861460420407734465
Introduction to Functional Encryption
“Functional encryption (FE) can be seen as a generalization of public key encryption (PKE) allowing for a more fine-grained control of the decryption capabilities of third parties”
Source: https://www.leku.blog/fe/
Paladin Introduces the Paladin Priority Port (P3)
Paladin is a solana infra project designed to help validators maximize returns through processing healthy transactions.
> The Paladin Priority Port (P3) allow users to avoid frontruns by sending high priority-fee transactions directly to the leader👇
Source: https://x.com/paladin_solana/status/1861262386209996903?s=46&t=ywALktyM5ZCyt-zigN5Big
Talus Raises $6 million in a Funding Round Led by Polychain Capital
Source: https://x.com/TalusNetwork/status/1861409922220450147
Pumpdotfun Accounted for 62% of Solana DEX Transactions in November, So Far
https://dune.com/queries/3919233/6588935
Source: https://decrypt.co/293578/pump-fun-solana-dex-transactions-november
Polymarket and the Prediction Market Revolution: Unlocking Future Potential with AI Agents
TL;DR:
> Polymarket is booming thanks to blockchain and real-world events.
> Arbitrage opportunities are ripe (but won’t last forever).
> AI agents plugged into Polymarket’s API can create huge value.
Source: https://x.com/polytraderai/status/1860753152993058866?s=46&t=txFAbiSPTdLLDlAYj9X_AA
US Court Rules that Sanctions Against Tornado Cash Smart Contracts are Unlawful
The Court ruled that while Treasury has the power to take action against “property,” the open-source, immutable smart contracts at the core of Tornado Cash *can’t* be owned by anyone and so are not “property” subject to sanctions.
> Read the decision here
Source: https://x.com/iampaulgrewal/status/1861549058797772874
Ethena: Economics & Valuation
> Why Ethena’s USDe is destined to surpass DAI
> Current stablecoin landscape
> USDe's economics
> Valuation of ENA & Scenario Analysis
Source: https://twitter.com/Daveeemor/status/1861640924641558910
Blockworks: Zerebro - Actualizing Creativity in the Path Toward AGI
Zerebro - an AI project that intersects the spheres of AI, finance, art, music, and culture
> Zerebro introduces the concept of freebasing AI, a permanent “jailbreaking” of LLMs through fine-tuning, designed to unlock latent abilities that have been constrained by corporate-imposed guardrails.
Source: https://blockworks.co/news/zerebro-actualizing-creativity-in-the-path-toward-agi
100y_eth: Nillion: Internet’s Blind Computing Layer
A deep dive into Nillion, highlighting the growing importance of data privacy in AI advancements and Nillion's potential to shape a privacy-focused AI ecosystem.
Source: https://twitter.com/100y_eth/status/1861770519575728420
November 26th~ Rollup
🐚 Research and Ideation 💡
- Dima Khanarin: AI x Crypto Market Map
- Polytrader: Polymarket and the Prediction Market Revolution
- Decentralised Co: On Decentralised Compute
- 100y_eth: Are Oracles Truly Decentralized?
- Leku Blog: Functional Encryption
- Blockworks Research: GEODNET - Enabling Ubiquitous Autonomy
- Virtuals: GAME - Enabling Agent-to-Agent Interactions
- S4mmyEth | AI Agents: Does Price Action Follow Attention?
- kithkui.eth: What is Clanker?
- S4mmyEth: Agents that Have Seen Huge Spikes in Smart Interest
- 0xASK: Untold Story of Titan, $40m+ of Hidden Profit, and Chain Abstraction’s Future
- Allora: a Self-Improving, Decentralized Machine Intelligence Network
🐚 Project Updates 🔔
- Pumpdotfun Accounted for 62% of Solana DEX Transactions in November, So Far
- Coinshift Launches csUSDL: the first Liquid Lending Token (LLT) Backed by a RWA
- Paladin Introduces the Paladin Priority Port (P3)
- Aave Integrates Edge Risk Oracles
- CoW DAO Investigates Potential Multi-Block MEV Attacks
🐚 Raises 💰
- Talus Raises $6 million in a Funding Round Led by Polychain Capital
Allora: a Self-Improving, Decentralized Machine Intelligence Network
This paper introduce Allora, a self-improving, decentralized machine intelligence network that surpasses the capabilities of its individual participants by design.
https://research.assets.allora.network/allora.0x10001.pdf
Source: https://x.com/AlloraNetwork/status/1861473382103163130
Five Agents that Have Seen Huge Spikes in Smart Interest (7 day change)
> Aixbt (+240%)
> Dolos AKA "the Bully" (+110%)
> Degen spartan ai (+2,600%)
> VaderAI (+130%)
> Vvaifudotfun (+200%)
Source: https://x.com/S4mmyEth/status/1861165314689638550
CoW DAO Investigates Potential Multi-Block MEV Attacks
“the identified issue is being addressed and CoW Protocol will continue to be free of MEV”
Source: https://x.com/CoWSwap/status/1861234736502624414
GAME - Enabling Agent-to-Agent Interactions
The GAME framework aims to create an open standard for autonomous agent communication, enabling seamless interaction, transactions, and coordination across agents.
> This post explains the GAME agentic framework and why it's bigger than we think
Source: https://x.com/virtuals_io/status/1861437528236270025
Aave Has Integrated Edge Risk Oracles
Source: https://x.com/chaos_labs/status/1861464128751370330
100y_eth: Are Oracles Truly Decentralized?
Are the oracles we use, knowingly or unknowingly, truly secure and sufficiently decentralized?
> This piece evaluates the decentralization of blockchain oracles, noting their critical role in securing DeFi and beyond, also highlights the centralization risks in major solutions like Chainlink👇
Solution: https://x.com/100y_eth/status/1861391515362484672?s=46&t=ywALktyM5ZCyt-zigN5Big
Coinshift Launches csUSDL: the first Liquid Lending Token (LLT) Backed by a RWA
Source: https://x.com/0xcoinshift/status/1859597757658648741?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Decentralised Co: On Decentralised Compute
This article covers:
> The fundamentals of modern AI infrastructure
> Why GPUs have become essential
> Can ASI be trained on distributed networks?
> What unique advantages crypto networks offer?
> Decentralised compute solutions, and where they can realistically compete with traditional providers
Source: https://x.com/Decentralisedco/status/1861428940738609473
Unverified: Robinhood US's BONK listing Leaked
Source: https://x.com/cited/status/1861044290279104780
AI x Crypto Market Map
178 projects, $2B raised, 54 live tokens, $63B+ fdv
Source: https://x.com/dimakhanarin/status/1861350279431459076