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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
A16z: How An AI Bot Became a Crypto Millionaire
a16z co-founders Marc Andreessen and Ben Horowitz explore the fascinating intersection of AI and crypto, highlighting the rise of Truth Terminal
Source: https://www.youtube.com/watch?v=EKspo1FLj-4
Teng Yan: GOAT - The Gospel of Goatse
Why Truth Terminal is an asymmetric bet on society's growing fascination with autonomous AI agents
> “Truth Terminal has forced AI and crypto communities, two entirely different cultures, to collide in ways no one expected. AI researchers are actually engaging with crypto”
Source: https://www.chainofthought.xyz/p/goat-the-gospel-of-goatse
Pump.Fun Users Can Now Tokenize Videos
“upload your vid, choose a thumbnail, and make your coin stand out”
Source: https://x.com/pumpdotfun/status/1848782937178648963
Ostium Labs Introduces Strategies - the First App Automating Trading Based on Polymarket Data
Source: https://x.com/OstiumLabs/status/1848737522979090458
Anthropic Introduces Computer Use, Improved Claude 3.5 Sonnet, and a New Claude 3.5 Haiku
The computer use feature (still experimental) lets Claude operate computers like humans
Source: https://www.anthropic.com/news/3-5-models-and-computer-use
October 21st~ Rollup
🐚 Research and Ideation 💡
- Titania Research: How to Become a Cross-chain Filler?
- goodalexander: The Why of AI crypto cults
- Layer0 vs Across: Both Founders Clashes Over Across Security Concerns
- Yash Agarwal: Memecoins Feeding Solana Stakers
- Alliance: 2024 Crypto Startup Trends Report
- YB: Memetic Hygiene for Infinite Backrooms
- futurenomics: Thoughts on the Bridge Acquisition by Stripe
- Delphi Digital | DeAI IV: War of the Rails
- Archetype | Hersh Patel: Opacity
- Brett Winton: On Discrepancy Between Prediction Markets vs. Poll-Based Forecasts
🐚 Project Updates 🔔
- Jupiter’s Active Staking Rewards are Now Live!
- Bridge is Joining Forces with Stripe
- Arrakis Finance’s HOT AMM is Now Live
Archetype | Hersh Patel: Opacity
Hersh Patel, Co-founder of Opacity, explained why the web’s current lack of verifiability is such a problem and why zkTLS could be the solution.
Source: https://www.youtube.com/watch?app=desktop&feature=shared&v=C8_Ii_rGl1A
futurenomics: Some Thoughts on the Bridge Acquisition by Stripe
“While we can only speculate on the business logic behind this, the transaction is clearly predicated on a belief in unbridled, global stablecoin growth”
Source: https://x.com/futurenomics/status/1848394371709931728
Alliance: 2024 Crypto Startup Trends Report
The report provide trends observed from the large applicants that applied for the Alliance accelerator program.
> It provides insights as to what they might indicate for the broader startup ecosystem.
Source: https://alliance.xyz/essays/crypto-startup-trends-h1-24
Online Dispute Over Across Security Between Layer0 Founder and Across Founder
claims are unsubstantiated
Source: https://x.com/hal2001/status/1848407724159070561?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Bridge is Joining Forces with Stripe
“Together, Bridge and Stripe will accelerate the adoption & utility of tokenized dollars and, in doing so, make money easier to move, store, and spend for everyone, all around the world”
Source: https://x.com/stablecoin/status/1848390039975469094?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Titania Research: How to Become a Cross-chain Filler?
what is necessary to become cross-chain filler on Across👇
Source: https://titaniaresear.ch/how-to-become-a-cross-chain-filler
Jupiter’s Active Staking Rewards are Now Live!
> 50M JUP and 7.5M CLOUD will be distributed to active voters. Claiming period open till 31st Dec
Source: https://x.com/JupiterExchange/status/1848333574350721034
Rise of $GOAT and AI Cult Coins w/ Alex Good
Crypto Market Wizards Podcast
> They discuss the meteoric rise of $GOAT and why AI Cult Coins have staying power.
> Web2 Investor Acquisition Cost/ crypto trading, how the formula changes with interactive AI agents & increasing use of LLMs vs traditional search
Source: https://www.youtube.com/watch?v=zevOjE1UGSk
goodalexander: on AI Meme Coins
“If normal meme coins are the flu, then AI meme coins are Covid 19”
> This post explores the rise of AI meme coins as self-replicating, financialized "mind viruses" that leverage LLMs to propagate rapidly, bypass containment, and influence socio-political dynamics.
Source: https://x.com/goodalexander/status/1847673196280983770?s=52&t=txFAbiSPTdLLDlAYj9X_AA
jenniekusu: Memecoins Just Hits Different with AI
> The Goatse Gospel, blends philosophy, tech, and even religion. It’s more than just hype.
> It’s a deep dive into AI + Crypto culture clashing and creating something viral!
Source: https://x.com/jenniekusu/status/1848652624037605722
Archetype: PETs Day Workshop
presentations:
> coSNARKs at Taceo
> Eternis: 3 Pre-Singularity Privacy Problems
> Inco: Universal Confidential Computing Network
Source: https://x.com/archetypevc/status/1848771855714320588?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Three Sigma | Mastering AMMs: A Complete Guide to Automated Market Makers
This piece covers how Automated Market Makers have transformed DeFi, exploring the models, innovations & challenges shaping the space today
Source: https://x.com/threesigmaxyz/status/1848708588203618448?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Azura Launches After Raising $6.9M in a Seed Round Led by Initialized
Azura is an Onchain Interfacing Layer
> It aims to make DeFi easier by connecting a wide variety of crypto wallets, blockchains, exchanges and other protocols within one interfacing layer.
Source: https://x.com/azura/status/1848712029244428443
Yash Agarwal on Why Stripe Acquired Bridge for $1.1 Billion
One reason is “Stripe is going BIG on stablecoins”
> Aside that, this post explains why Stripe had to go all the way to acquire Bridge for 1.1B, a company many people have probably never heard of 👇
Source: https://x.com/yashhsm/status/1848711544093216954
Prediction Markets vs. Poll-Based Forecasts
Polymarket vs Nate Silver
discrepancy within range of overall deviations across the time series
Source: https://x.com/wintonark/status/1848598908622062076?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Delphi Digital | DeAI IV: War of the Rails
"In short, a Gutenberg moment for artificial intelligence, that is the DeAI bull case."
for the complete DeAI Series👇
Source: https://x.com/PonderingDurian/status/1848335581904089145
YB: Memetic Hygiene for Infinite Backrooms
It explore the concept of "Infinite Backrooms," the Truth Terminal & $GOAT experiment, and finding means to support these positive AI-driven innovations👇
Source: https://x.com/yb_effect/status/1847692788676124928
Memecoins Power Solana's Best Week Yet
Memecoin contribution:
> MEV tips (55%)
> Priority fees (41%)
> base fees (1%)
> vote fees (3%)
Source: https://x.com/yashhsm/status/1848260884138807440
Arrakis Finance’s HOT AMM is Now Live
HOT is an MEV-aware, intent-centric AMM built on Valantis, it is developed to empower LPs and make on-chain markets more sustainable.
Source: https://mirror.xyz/0x929fCf268A62e684221f1e39B8b6ddA2f0dA4AeC/Q5IQ05cUEokyXi9gZ0BvEEq4t_9x6s9_QJKurgYcIqQ
goodalexander: The Why of AI crypto cults
This post explores the emergence of AI-focused crypto cults as a response to perceived failures in traditional currency systems
> It argues that future AI-driven currencies will replace traditional government-backed money, with AI cults offering both religious and economic frameworks for this shift.👇
Source: https://x.com/goodalexander/status/1848329532203208919?s=46&t=2q9OLMlaobNlHLewOXT4uA
October 20th~ Rollup
🐚 Research and Ideation 💡
- Blockworks Research: Unlocking Institutional Ethereum Staking - A Survey of Industry Leaders
- Billy Gao: Uniswap Fails to Carry DAO Delegates Along in UNIChain’s Launch
- Bravos Research: Soft Landing Expectations
- Eda: Blockchain Interoperability & Building with Hyperlane
- 3rd Street Capital: Nillion and the Future of Secure Computation in Machine Learning
- goodalexander: on AI Meme Coins
- Shaughnessy119: On Crypto x AI Value Accrual, AI Memecoins, and The Future
🐚 Podcast 🎙️
- Taiki Maeda Pod: Rise of $GOAT and AI Cult Coins w/ Alex Good
🐚 News 📕
- Stripe Acquires Stablecoin Platform “Bridge” for $1.1 Billion
🐚 Project Updates 🔔
- Pump.Fun Launches Pump Advanced, Its Trading Terminal
- Apecoin $APE Has surpassed $1B in Market Cap
Shaughnessy119: On Crypto x AI Value Accrual, AI Memecoins, and The Future
He explores the intersection of AI and crypto, focusing on how AI memecoins are quickly gaining value and attention in the current landscape.
Source: https://x.com/Shaughnessy119/status/1847752020973048039
Zaddycoin: Takeaways from this Read
> AI meme coins are like lab-produced (covid19) tokens that evolve quickly, replicate and adapting to feedback.
> They can "reshape their own or existing narratives" and influence human behavior more efficiently than traditional memes 24/7.
> “Financial AGI" emerges when AI makes money autonomously, reinvesting in itself and accelerating its own growth.
Source: https://x.com/zaddycoin/status/1848170974992023620?s=46&t=txFAbiSPTdLLDlAYj9X_AA