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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
YB: Farcaster's Growing Agentic Economy
thoughts from Onchain AI discussion on Farcaster:
> Agentic Economy = Internet of Intelligence
> Farcaster Frames as LLM APIs
> Supercast AI Pets
> What a Terminally Onchain Agent would look like👇
Source: https://terminallyonchain.xyz/agentic
Analysis of Major Solana DeFi Tokens (Last 3mnt)
> KMNO has been the clear outlier in terms of price performance, up nearly 130%
> CLOUD gained (+60.93%), PRCL (+58.08%), and RAY (+51.23%).
> The worst performer over the period was JTO👇
Source: https://x.com/tradetheflow_/status/1852371689771811186?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Really Good Meme Content from Tooker Team
the Final Cult is upon us
Source: https://x.com/tookerkurlson/status/1852134480863244458?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Virtuals Protocol Introduces ai agent pumpfun - fun.virtuals
Source: https://x.com/virtuals_io/status/1852395196908269856?s=46&t=2q9OLMlaobNlHLewOXT4uA
Unichain to Introduce a New Validation Network
allowing nodes to verify blocks
Source: https://x.com/unichain/status/1852343691442016557
Aerodrome Flipped the Combined Volume of Uniswap Across all Deployments Outside of Ethereum in October
Source: https://x.com/jpn_memelord/status/1852390612609221015
Flywheel DeFi: Redefining The Next Generation of Yield w/ Chunda McCain
Chunda McCain - Founder Nucleus
> He discussed how Nucleus is financializing infra risk and introducing Yield by Default Across Ecosystems
Source: https://x.com/flywheeldefi/status/1851677390361022478?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Onchain AI Agents Building on Base
Full list below 👇
Source: https://x.com/davidtsocy/status/1852026917064487029?s=52&t=txFAbiSPTdLLDlAYj9X_AA
AI Agent Platform / Coordination Layers (with no token yet)
+ Current Potential Airdrop Opportunities👇
Source: https://x.com/defi0xjeff/status/1852008655010533521?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xNairolf: Nillion Explained in Simple Terms
Nillion is a blockchain enhanced with privacy super tools, enabling you to securely use your most sensitive data without anyone else gaining access.
> Apps on Nillion can be fully customized to you without putting any of your data at risk
Source: https://x.com/0xNairolf/status/1852024408539357630
Axal Raises $2.5M in Pre-Seed Funding Led by CMT Digital to Build a Network for Verifiable Autonomous Agents
Source: https://x.com/getaxal/status/1851990658526941432
Glow Raises $30M in Funding Round Led by Framework and Union Square Ventures
Glow is an ethereum-based solar project attempting to achieve 100% renewable energy by decentralizing electric grids around the world.
Source: https://www.theblock.co/post/323935/ethereum-based-solar-project-glow-raises-30-million-in-funding-round-led-by-framework-ventures-and-usv
Ellipsis Labs Raises $21M from Haun Ventures to Launch 'Verifiable Finance Blockchain' Atlas
Source: https://x.com/ellipsis_labs/status/1852030745780396209
Trump's World Liberty Cuts Fundraise Target By 90% To $30M: CoinDesk
“The revised plan to sell only $30 million of WLFI tokens instead of the originally planned $300 million suggests Trump may not quickly see a big payday from World Liberty Financial”
Source: https://x.com/tier10k/status/1852021928405459067
Eternal AI Set to Launch the First On-Chain AI Agent on Bitcoin
“like truth terminal, but 100% autonomous, fully on-chain, and verifiable”
Source: https://x.com/cryptoeternalai/status/1851599119602655306?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Introduction to Grass
Grass is building a fully decentralised, user-owned network that allows any company, decentralised or centralised, to access real time, public web data for AI training and inference
> it is a revolution in how we think about data ownership and access in the AI era👇
Source: https://x.com/sandraaleow/status/1840351213285699800?s=46&t=ywALktyM5ZCyt-zigN5Big
November 1st~ Rollup
🐚 Research and Ideation 💡
- Kalshi: Trump's Lead on Kalshi Now 6%, Down from 30% in Just 3 Days
- The DeFi Report: The Economics of Ethereum vs Solana: A Network Comparison
- MagicofAzi: Web 4.0: The Agentic Web
- Polymarket: Market Rules for the Presidential Election Ahead of Tuesday
🐚 Podcast 🎙️
- Flywheel DeFi: Redefining The Next Generation of Yield w/ Chunda McCain
🐚 Project Updates 🔔
- Aerodrome Flipped Combined Volume of Uniswap Across all Deployments Outside Ethereum in October
- Unichain to Introduce a New Validation Network
- Virtuals Protocol Introduces fun.virtuals
MagicofAzi: Web 4.0: The Agentic Web
As AI and blockchain technology converge, they are laying the foundation for a new iteration of the internet—one where autonomous agents interact with decentralized systems, the agentic web.👇
Source: https://x.com/MagicofAzi/status/1852397476738945156
Polymarket: Understanding the Market Rules for the Presidential Election Ahead of Tuesday
> The market will resolve when AP, Fox News, and NBC News all call the race for the same candidate.
> In the unlikely event there is no consensus by January 20, 2025 (inauguration day), the market will resolve based on who is inaugurated.
Source: https://x.com/Polymarket/status/1852493928072970425
Trump's Lead on Kalshi Now 6%, Down from 30% in Just 3 Days
Source: https://x.com/kalshi/status/1852452340496032214?s=52&t=txFAbiSPTdLLDlAYj9X_AA
The DeFi Report: The Economics of Ethereum vs Solana: A Network Comparison
DeFi Report has created a dashboard comparing the economics of the two networks across:
> Go-To-Market Strategy
> Value Accrual
> Total Economic Value
> Cost to Produce $1 Fee Revenue
> Network Fundamentals
> Performance & Valuation
👉 https://tokenterminal.com/terminal/studio/dashboards/11974884-5d10-4e90-91be-ffc77ddb105b
Source: https://x.com/JustDeauIt/status/1851993593193337064
October 31st~ Rollup
🐚 Research and Ideation 💡
- 2077 Research: Charting Ethereum's Account Abstraction Roadmap 1
- Varaiant: Investing in Sapien
- Alliance: ALL13 Demo Day Overview
- 0xNairolf: Nillion Explained in Simple Terms
- Tiger Research: Chainalysis 2024 Crypto Adoption Index for Southeast Asia and India
- defi0xjeff: AI Agent Platform / Coordination Layers (with no token yet)
- insights4 vc | Stablecoins: 2024 Market Trends
- davidtsocy: Onchain AI Agents Building on Base
🐚 News 📕
- Trump's World Liberty Cuts Fundraise Target By 90% To $30M: CoinDesk
- Canary Capital Has Filed for a Spot Solana ETF
- OpenAI Introduces ChatGPT Search
🐚 Project Updates 🔔
- Eternal AI to Launch the First On-Chain AI Agent on Bitcoin
- Benji is Now Live on Base
🐚 Raises 💰
- Ellipsis Labs Raises $21M from Haun Ventures
- Glow Raises $30M in Funding Round Led by Framework and USV
- Axal Raises $2.5M in Pre-Seed Funding Led by CMT Digital
insights4 vc | Stablecoins: 2024 Market Trends
> Stripe Acquisition of Bridge Network
> Emerging Markets and Currency Stability
> Cross-Border Transactions and Remittances
> Regulatory Developments and Challenges, and more
Source: https://insights4vc.substack.com/p/stablecoins-2024-market-trends?r=aaog1&utm_medium=ios&triedRedirect=true
Tiger Research: Chainalysis 2024 Crypto Adoption Index for Southeast Asia and India
A comparative analysis of growth, regulatory developments, and emerging trends from 2023 to 2024
> India maintains its leadership in global crypto adoption
> Indonesia surged from 7th to 3rd place in global crypto adoption
> Southeast Asia showcases diverse crypto use cases
Source: https://reports.tiger-research.com/p/deep-dive-chainalysis-2024-crypto-eng?utm_source=substack&publication_id=1419061&post_id=150990267&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=aaog1&triedRedirect=true
Alliance: ALL13 Demo Day Overview
11 amazing startups graduated to Demo Day from Alliance’s ALL13 cohort👇
Source: https://x.com/alliancedao/status/1852039410310660597?s=52&t=txFAbiSPTdLLDlAYj9X_AA
OpenAI Introduces ChatGPT Search
Get fast, timely answers with links to relevant web sources.
Source: https://x.com/openai/status/1852033101855097151?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Canary Capital Has Filed for a Spot Solana ETF
following in the footsteps of VanEck
Source: https://x.com/EricBalchunas/status/1851732947893735438
Varaiant: Investing in Sapien
Variant has led the seed round for Sapien to expand its decentralized data labeling network.
> With the rapid and continuing advance of AI, labeling demand is outpacing supply
> Sapien team is building a protocol for organizing and compensating human labelers (or “AI workers”) worldwide, including part-time individuals, skilled workers, and even small businesses.
Source: blog.variant.fund/investing-in-sapien
Franklin Templeton: Benji is Now Live on Base
Benji is a “proprietary blockchain-Integrated recordkeeping system"
Source: https://x.com/FTDA_US/status/1851991262422843444
2077 Research: Charting Ethereum's Account Abstraction Roadmap 1
a deep dive into the account abstraction landscape and account abstraction via EOA programmability
Source: https://x.com/2077Research/status/1851659082098147622