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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
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
Cookie Data Swarm APIs: Intelligence Infrastructure API for the Agentic Economy
“Information is the new currency in the agentic economy, and only agents who tap into largest and most accurate data sources are going to prevail”
The cookie Data Swarm will:
> Serve as a unified intelligence layer
> Track emerging narratives before they trend
> Detect mindshare shifts in community attention
> Understand influence flows between key players
> Process market sentiment as it forms.
Source: https://x.com/cookiedotfun/status/1867268954831695909?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid Ranks 4th in L1 Fees Generation
Even before HyperEVM goes live in coming months
Source: https://x.com/ryanwatkins_/status/1867623313381765363?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MegaETH Developer Raises $10M in 3 minutes on Cobie's Echo Platform
https://x.com/megaeth_labs/status/1867616380876730581
Source: https://www.theblock.co/post/330804/megaeth-funding-cobie-echo
The Farm.Fun on Hyperliquid: A GenAI AI Agent Game
> The Farm is building the world’s 1st GenAI AI agent game
> Upload any content, and they create an on-chain creature for you (as an AI Agent)
> These creatures will be given different attributes
> Fight against other creatures and steal their attributes
> Community can make bets on the participating Agents/Creatures
Source: https://mirror.xyz/0x0083F2FaDD7bB9119979EFcFC5948ACBc8bE7023/Zq4VOCAogRtw3n_YAtGMYB145g6aVzSRZon00Z23z0I
December 12th~ Rollup
🐚 Research and Ideation 💡
- Placeholder: Is it Time to Move Beyond Solidity? [April 25, 2024]
- fmoulin7: Hyperliquid Ecosystem Map
- TPan: The AI Agent Cambrian Explosion pt. 2
- advait_peri: DePIN Ecosystem Map
- Galaxy: Michael Saylor on BTC at $100K and the Future of MicroStrategy
- Julian Ma: Introduction to MEV Mitigation
- 2077 Research: On The Tornado Cash Judgment
- Brodyadreon: FXN - A Marketplace for Agents
- Decentralised Co: Using Chains, Taming Minds
- AssisterrAI Litepaper: The DeAI Gig Economy for Mixtures of SLM Agents
- Vana: Deep Dive into DataDAOs on Vana
- Arrakis Finance: The AMM Renaissance - How MEV Auctions and Dynamic Fees Prevent LVR
- Austin Adams: Tokenize/acc
- Anton: Morpho or Euler? Comparing Lending Hyperstructures
- xyz_remedy: How Warden Oss Club Stopped Millions in Crypto Theft Using “Identicon TX”
- Umbra Research: A Sandwich-Resistant AMM (July 2024)
- IgMosqueira: Why Sandwich-Resistant Does Not Actually Work in Solana
- Zagabond: AI Agent Sends ETH to Taylor Swift Using Only Her Twitter Handle
- o1Labs: Exploration Team's mission: Ecosystem and zkApp Developer Success
🐚 Project Updates 🔔
- EigenLayer Introduces ELIP-002: Slashing
- Eigen Foundation Commits 1% of EIGEN Supply to Protocol Guild
Gate Security Team Denies Hack Rumors
Says Funds are Safu
Source: https://x.com/gate_io/status/1867487151899767026?s=46&t=2q9OLMlaobNlHLewOXT4uA
Binance Will List VELODROME and Open Trading at 14:00 (UTC), 13th Dec, 2024
Source: https://x.com/binance/status/1867483193391427721
Exploration Team's mission: Ecosystem and zkApp Developer Success
> How the Exploration Team supports zkApp developers by providing tools, examples, and documentation to create innovative applications within the Mina ecosystem, & their plans for 2025.
Source: https://www.o1labs.org/blog/zkapp-developer-success
IgMosqueira: This Design Does Not Actually Protect Against Sandwich Attacks in Solana
The reason:
> In solana validators control consecutive slots and the attack can be carried out at the boundary of the two slots.
> In cases when validators do not control consecutive slots then the validator can still carry out the attack probabilistically
Source: https://x.com/IgMosqueira/status/1867368998654075067
Eigen Foundation Commits 1% of EIGEN Supply to Protocol Guild
The Protocol Guild is a vital funding mechanism for Ethereum’s core Layer 1 R&D.
Source: https://x.com/eigenfoundation/status/1867283577093902802
How Warden Oss Club Stopped Millions in Crypto Theft Using “Identicon TX”
https://github.com/Wardens-OSS-Club/tx-identicons
Source: https://x.com/xyz_remedy/status/1867253178040819788?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Austin Adams: Tokenize/acc
"We believe that onchain decentralized exchanges are the definition of 'bona-fide internet exchange' and that the future of finance will be built on them."
> How early internet entrepreneurs revolutionized financial markets, the (sad) state of public offerings in the US, & how financial markets needs to change
https://aada.ms/pdfs/tokenize_acc.pdf
Source: https://x.com/austinadams10/status/1867243011375018268?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
AI Hacker & Jailbreaker Agents to Keep Eyes On
As Hacker AI Agents are capturing attention, this post highlights 3 agents to keep eyes on, and their success so far:
> Mizuki (MC: $34m)
> H4ck Terminal (MC: $5m)
> Jailbreakme (MC: $16m)
Source: https://x.com/s4mmyeth/status/1867667005920117080?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Zerebro, the Agent that Bootstrapped Itself to Become an Ethereum Validator
This article discuss how Zerebro has successfully earned enough through NFT sales on Polygon to become an Ethereum validator over the past month.
> It has earned more than 32 ETH from these sales so far, surpassing the threshold required to become a validator on Ethereum’s mainnet.
> This piece highlights the potential for agentic validators to generate stable revenue, contribute to blockchain governance, and evolve toward greater autonomy in decentralized ecosystems.
Source: https://mirror.xyz/tint.eth/08_MNp8PwHXkCDjRYAuao8U-7CFY9AbD88zRz4e8NgA
Bitcoin Suisse: Crypto Outlook 2025
Source: https://files.bitcoinsuisse.com/assets/pdf/BitcoinSuisse_CryptoOutlook2025.pdf
The Farmdotfun $FARM Token is Live
Source: https://x.com/thefarmdotfun/status/1867560824157745380
Riot Platforms Inc Acquires 5,117 BTC For $510M
increasing its holdings to 16,728 BTC
Source: https://x.com/RiotPlatforms/status/1867570759704420356
Raoul Pal: Memetics, Religion & the Power of Humanity in the AI Age
Guest: Ryan Ferris of Mycelial Oracle ($FOREST), & Andy Ayrey, Creator of Truth Terminal ($GOAT)
They explore:
> The potential of AI
> The definition of consciousness
> The convergence of memetics, religion, and humanity, and more
Source: www.youtube.com/watch?v=H8823T1yeGc
Gate.io Rumoured to Have Been Hacked
Source: https://x.com/AggrNews/status/1867477728376561841
Binance Introduces $VANA on the Launchpool
Source: https://www.binance.com/en/support/announcement/introducing-vana-vana-on-binance-launchpool-farm-vana-by-locking-bnb-and-fdusd-f6c4a4567f5c42d2b0f632bfcdf89093
AI Agent Sends ETH to Taylor Swift Using Only Her Twitter Handle
> This is made possible by a powerful action called "plugin-social-wallets" that the Azuki dev team is contributing to the ai16z repo.
> This enables AI agents to send crypto to any Twitter user, even if they've never used crypto before.
Source: https://x.com/zagabond/status/1867401425371726281?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Umbra Research: A Sandwich-Resistant AMM (July 2024)
This piece outlined a construction for the sandwich-resistant AMM, an AMM that prevents atomic sandwich attacks at the application layer.
> The sr-AMM extends constant-product AMMs by enforcing an invariant: no swaps get filled at a price better than the price at the beginning of the slot window.
Source: https://www.umbraresearch.xyz/writings/sandwich-resistant-amm
EigenLayer Introduces ELIP-002: Slashing
Second Improvement Proposal
> This proposal outlines an upgrade that strengthens the credible commitments AVSs can make to their users by penalizing (i.e. slashing) Operators for not properly running their services.
Source: https://x.com/eigenlayer/status/1867362734721102247
Anton: Morpho or Euler? Comparing Lending Hyperstructures
> Comparing their high-level features and different approaches
Source: https://mirror.xyz/emodev.eth/28BqhKqnvnxJJSGp1UFH0--tR2yp3GDBrUxnXLdGdSg
Arrakis Finance: The AMM Renaissance - How MEV Auctions and Dynamic Fees Prevent LVR
> Dynamic fees put a price on volatility, which makes it harder for arbitrageurs to profit.
> MEV auctions put a price on the right to capture MEV & use proceeds from the high bid to repay LPs
> Unichain is leading the charge with a chain-level solution for both.
> This piece explore why Arrakis is excited to build on Unichain and how they are tackling MEV
Source: https://x.com/ArrakisFinance/status/1867271789312979000