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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
Arthur Hayes’s New Essay “Sasa”
Hayes explain why he thinks market will peak in mid to late March, and then severely corrects.
Source: https://cryptohayes.substack.com/p/sasa?utm_source=substack&publication_id=1616843&post_id=154294482&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=aaog1&triedRedirect=true
Messari: DePIN Ecosystem Map (Jan 2025)
Source: https://x.com/MessariCrypto/status/1876372438390571150
ARC and Eliza Labs Enters Strategic Partnership to Accelerate AI Agent Innovation Towards AGI
Combining ARC's expertise in behavioral learning with Eliza's leading agent development framework
> Collaborations will kick off in Q1 2025
Source: https://x.com/ARCAgents/status/1876299900251729939
Cindy: Drift's North Star
A reflection on Drift’s vision, their role as a DeFi SuperProtocol and where crypto and DeFi is going.
Source: https://x.com/cindyleowtt/status/1876285073000960244
Derek Edws: AI, Crypto, and America
“Blockchains will provide a secure digital foundation for America’s next property rights system, facilitating a trust-minimized framework for Americans to store and preserve digital wealth across the internet.”
https://medium.com/collab-currency/ai-crypto-and-america-f0c859a4ad86
Source: https://x.com/derekedws/status/1876285879322595497?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Key Insights:
> DePIN revenues grew 30x in 2024.
> DePIN sensors are becoming cheaper.
> The DePIN sector trades at ~100x ARR.
> Over 13 million devices worldwide interact with DePINs daily
> The DePIN sector raised $350M+ across Pre-Seed, Seed, and Series A.
> Solana and Base capture market share from other L1s in the DePIN chain wars
Source: messari.io/report/state-of-depin-2024?utm_source=twitter&utm_medium=organic_social&utm_campaign=State_of_DePIN&destination=State_of_DePIN
January 5th~ Rollup
🐚 Research and Ideation 💡
- 0xJeff: DeFAI is the New DeFi
- Yash Agarwal: Solana AI Hackathon and Token Launches — Note to Builders and Investors
- Vitalik: d/acc: One Year Later
- Paradigm: Intent-Based Architecture and Their Risks (2023)
- 0xPrismatic: AI Agents: The Cathedral vs The Bazaar
- Marvin Tong: Gen-4 Breeding Is Back with Improvements
- Sam Altman: We are now confident we know how to build AGI
- Hitesh.eth: AI Agents Periodic Table
- Ricematcha: Priority Fee Market for Getting in Front of AI Agents will Become a Thing
- 0x3van: 5 Categories to Watch for in Crypto x AI Agents (+ Examples)
- Futarchy Guide: Understanding Futarchy and MetaDAOs
- Kaito: Sam Altman's AGI Announcement & AI Now up to 72% Mindshare
Understanding Futarchy and MetaDAOs
Futarchy is an innovative governance model that leverages prediction markets to make policy decisions
Source: https://futarchy.guide/
AI Agents Periodic Table
Source: https://x.com/hmalviya9/status/1875789944930840954?s=46&t=2q9OLMlaobNlHLewOXT4uA
Marvin Tong: Gen-4 Breeding Is Back with Improvements
Gen-4 breeding Restart Date:
> Trinity’s Commit Session: Begins Monday, January 6, 2025, at 5:00 PM PST.
> Morpheus Commit Session: Starts 24 hours after Trinity’s session begins.
> Adam agents entering high-speed auto-breeding starting next week.
Source: https://x.com/marvin_tong/status/1876073101617971666
Sam Altman: Reflections
> “We are now confident we know how to build AGI as we have traditionally understood it”
> “We believe that, in 2025, we may see the first AI agents “join the workforce” and materially change the output of companies.”
Source: https://blog.samaltman.com/reflections
Paradigm: Intent-Based Architecture and Their Risks (2023)
“The adoption of intents represents a shift from an imperative to a declarative paradigm, which promises to improve UX and efficiency loss due to MEV leakage significantly”
> This article provides a brief definition of intents and their benefits, explore the risks involved with their implementation & some potential mitigations
Source: https://www.paradigm.xyz/2023/06/intents
Solana AI Hackathon and Token Launches — Note to Builders and Investors
It reflects on the success of the Solana AI Hackathon in shaping the AI agent ecosystem, and unexpectedly turning out to be a gambling arena for degens.
> Message to Builders, KOLs and Degens👇
Source: https://x.com/yashhsm/status/1875913400573972533
January 4th~ Rollup
🐚 Research and Ideation 💡
- AI Agent Tools: A Curated List of AI Agent Frameworks, Launchpads, Tools, Tutorials, and Resources
- MixBytes: On 1inch Limit Order Protocol, Fusion & Fusion+
- Ceciliaz030: Preconfirmation for the Average Joe
- Jack Kubinec: Unfiltered Opinions on Chains, VCs, Startups, and the Cabal
🐚 Project Updates 🔔
- Enso to Power Boyco Berachain Launch
Preconfirmation for the Average Joe
This post explain what Preconfirmation means for Ethereum users, and explore what needs to happen to maximize its UX benefits.
Source: https://x.com/ceciliaz030/status/1875558701324759392?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Solayer InfiniSVM: A Hardware-Accelerated SVM Blockchain
It is an infinitely scalable multi-execution cluster architecture connected via SDN and RDMA to achieve 100 Gbps while maintaining an atomic state
Source: https://x.com/solayer_labs/status/1876360823540695210
Messari: DePIN 2024 Fundraising
> Multicoin, Framework, a16z, and EV3 were among the highest conviction backers of DePINs.
> In private markets, more capital was raised at the pre-seed/seed stage than at Series A.
> In liquid markets, a low listing FDV primarily determined outsized returns.
> DePINs that secure eight-figure VC funding often launch tokens at 50-100 times their book value👇
Source: https://x.com/MessariCrypto/status/1876353899696951323
Prime Intellect Announces METAGENE-1
A 7B parameter metagenomic foundation model designed for pandemic monitoring, trained on over 1.5T base pairs of DNA and RNA sequenced from wastewater.
Source: https://x.com/PrimeIntellect/status/1876314809798729829
Paradigm: The 5 Levels of Secure Hardware
Source: https://www.paradigm.xyz/2024/11/the-5-levels-of-secure-hardware
Movement’s Yapper Leaderboard Live on Kaito
> Incentives for Move Yappers
> $MOVE incentives for eligible Kaito Yaps users
> Eligibility to be released in a few weeks
yaps.kaito.ai/movement
Source: https://x.com/_kaitoai/status/1876274925771870287
Messari: State of DePIN 2024
An in-depth analysis and review of the DePIN sector throughout 2024 and a forward-looking perspective on what lies ahead for DePIN in 2025.
Source: messari.io/report/state-of-depin-2024?utm_source=twitter&utm_medium=organic_social&utm_campaign=State_of_DePIN&destination=State_of_DePIN
MicroStrategy Acquires Another 1,070 BTC for ~$101 million, Now Holds 447,470 BTC
Source: https://x.com/saylor/status/1876253178100117907
Sam Altman's AGI Announcement & AI Now up to 72% Mindshare
Source: https://x.com/_kaitoai/status/1876201944911610352?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Priority Fee Market for Getting in Front of AI Agents will Become a Thing
Source: https://x.com/ricematcha/status/1876138743704473978?s=46&t=ywALktyM5ZCyt-zigN5Big
5 Categories to Watch for in Crypto x AI Agents (+ Examples)
> Frameworks + launchpads
> DeFAI
> Consumer layer: entertainment agents, autonomous worlds, and games
> Agentic organizations
> Verifiable agents👇
Source: https://twitter.com/0x3van/status/1876142580737487188?s=46&t=ywALktyM5ZCyt-zigN5Big
AI Agents: The Cathedral vs The Bazaar
> Virtuals - the Cathedral approach
> Eliza, ai16z - the Bazaar approach
Source: https://x.com/0xPrismatic/status/1876085070496460958
Vitalik: “d/acc: One Year Later”
“The core idea of d/acc is simple: decentralized and democratic differential defensive acceleration”
> “Build technologies that shift the offense/defense balance toward defense, and do so in a way that does not rely on handing over more power to centralized authorities”
Source: https://vitalik.eth.limo/general/2025/01/05/dacc2.html
0xJeff: DeFAI is the New DeFi
DeFi has always been the backbone of Web3, however, DeFi is complex and not grandma-friendly.
> DeFAI (DeFi + AI) has emerged to make DeFi more accessible by leveraging AI.
> It simplifies complex interfaces and removes the friction that stops everyday people from participating.
> This post explore the first wave of DeFAI projects emerging👇
Source: https://x.com/Defi0xJeff/status/1875881226151841925
42 Solana Founders Share Unfiltered Opinions on Chains, VCs, Startups, and the Cabal
> Preferred blockchain to build on besides solana?
> Preferred US political party?
> Their opinion on crypto VC
> Is the Solana cabal real?
> Whats solana’s biggest issue currently? and more👇
Source: https://twitter.com/whosknave/status/1875216410391253192?t=YoMhr7frSI75gvzMDiVSNA&s=19
Modern DEXes, How They're Made: 1inch Limit Order Protocol, Fusion & Fusion+
This article reviews three 1inch protocols: the Limit Order Protocol, and the Fusion/Fusion+ protocols.
> These protocols are beautiful examples of composability in DeFi👇
Source: https://mixbytes.io/blog/modern-dex-es-how-they-re-made-1inch-limit-order-protocols