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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
MixBytes: Modern DEXes, How They're Made - CoW Protocol
CoW Protocol (and CoW Swap, which is built on it) belongs to the "solvers" category of DEXes.
> This article explore the internal workings of CoW Protocol, examinng its architecture and implementation principles, and how it employs a “solvers” Dex architecture
Source: https://mixbytes.io/blog/modern-dex-es-how-they-re-made-cow-protocol#rec835928161
Tether Invests In StablR To Promote Stablecoin Adoption In Europe
Source: https://tether.io/news/tether-invests-in-stablr-to-promote-stablecoin-adoption-in-europe/
December 16th~ Rollup
🐚 Research and Ideation 💡
- Defi0xJeff: Data, Hidden Framework Powering AI Agents
- Presto Research: 2024 Crypto Market Review & 2025 Forecasts
- Epic AI: Why Specialized AI Models Are the Future of Tech
- Nick Martitsch | Paradigm: A Crypto Founder’s Guide to Hiring BD
- Shoal Research: Vana, Pioneering Data Sovereignty with DataDAOs
- Aizcalibur: Pudgy Penguins $PENGU Tokenomics
- 0xsmac: TGE's Are Not IPO's
- Archetype | Crypto x AI: 10 Categories We're Watching in 2025
- Anza Research: A New Chapter for Solana’s Protocol
🐚 News 📕
- Microstrategy Acquires Another 15,350 BTC for ~$1.5 Billion
- UK’s Financial Regulator Has issued a Warning Against ‘Retardio’
- Michael Saylor: I think Trump is Serious About a National Bitcoin Reserve
🐚 Project Updates 🔔
- Vana Launches Mainnet, Introduces Testnet Rewards and $VANA Staking
- Ethena Labs Launches USDtb
- VanEck Unveils Strategic Investment in DAWN
- Story Protocol Introduces Agent TCP/IP
- Monad Introduces Monad Foundation
- Ripple to Launch RLUSD Globally
Binance Introduces Binance Alpha
“A new platform within the Binance Wallet that shines a spotlight on early-stage crypto projects”
> Launching December 18, 2024
Source: https://www.binance.com/en/support/announcement/introducing-binance-alpha-discover-emerging-crypto-projects-c6499e95c15e408ca44ca5f6db975d4d
Anza Research: A New Chapter for Solana’s Protocol
Anza has formed a new research team, and will work on fundamental aspects of the protocol to bring Solana to the next level.
Source: https://twitter.com/anza_xyz/status/1868714314951204891
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
tradetheflow: The Bullish Case for Solana (Re)staking
Is there now a compelling case for restaking on Solana?
> This post explore this question from different angles and explore the potential market opportunity of restaking on Solana
Source: https://twitter.com/tradetheflow_/status/1868982632702525851?s=46&t=2q9OLMlaobNlHLewOXT4uA
Ripple’s RLUSD is Now Live on Global Exchanges
Source: https://x.com/Ripple/status/1869011382852878592
Pudgy Penguins Launches $PENGU Token
> Claim here: claim.pudgypenguins.com
OG ETH/SOL Wallets Seems Eligible
⚠️ Double check links ⚠️
Source: https://x.com/pudgypenguins/status/1869004982328213543
Bybit Announced it will Discontinue Withdrawal and Custody Services in France by Jan 8, 2025.
> Bybit will initiate the transfer of any remaining funds to Coinhouse, a regulated French crypto-asset platform
Source: https://announcements.bybit.com/en/article/urgent-action-required-withdraw-your-assets-blt1cc27bcc231c3b4f/?category=latest_bybit_news
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