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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
Archetype | Crypto x AI: 10 Categories We're Watching in 2025
> Agent-to-Agent Interaction
> Decentralized Agentic Organizations
> Agentic Multimedia Entertainment
> Generative/Agentic Content Marketing
> Next-Gen Art Tools/Platforms
> Data Markets
> Decentralized Compute
> Compute Accounting Standards
> Probabilistic Privacy Primitives
> Agentic Intents and Next-Gen User Trading Interfaces
Source: https://x.com/archetypevc/status/1868721824453812451
Ripple to Launch RLUSD Globally Tomorrow
Source: https://x.com/Ripple/status/1868688419276345823
Shoal Research: Vana Launches Mainnet, Pioneering Data Sovereignty with DataDAOs
Vana’s DataDAOs provides specialized pools where users can contribute data and earn when AI companies and other services use it for training.
> In this post, we breakdown the Vana DataDaos, how it works, how the $VANA token powers this ecosystem, and the type of DataDAOs available
Source: https://x.com/Shoalresearch/status/1868753239287775436
Monad Introduces Monad Foundation
Source: https://www.monad.xyz/post/introducing-monad-foundation
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
0xsmac: TGE's Are Not IPO's
This post discusses the role of TGEs in crypto, differentiating them from IPOs, it highlights reasons for lauching a token, and the different stages of token launches
Source: https://x.com/0xsmac/status/1868745551485051102
Pudgy Penguins $PENGU Tokenomics
> Total supply of 88.88 Billion
> Massive ~70% allocated to community & growth
> Company ~30% allocation 4Y vested
Source: https://x.com/aizcalibur/status/1865439545744822311?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Nick Martitsch | Paradigm: A Crypto Founder’s Guide to Hiring BD
On Hiring Head of Business Development:
> Don’t break the founder-led sales motion too early.
> Turn scrappy into scalable.
> Demand high agency & crypto-nativity.
> Don’t sleep on tactics.
> Measure performance with secondary metrics.👇
Source: https://twitter.com/nickmartitsch/status/1868720911173796070
Why Specialized AI Models Are the Future of Tech
Interview w/ Nick Havryliak, CEO and Co-founder of Assisterr.
He shares his thoughts on:
> Why AI builders need a new kind of infrastructure.
> The untapped potential of task-specific AI models.
> How community ownership and collaboration are shaping the next wave of innovation.
Source: https://epicaidev.substack.com/p/why-specialized-ai-models-are-the?r=aaog1&utm_medium=ios&triedRedirect=true
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