-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Abstract Summit: Chain Abstraction Needs a Lightbulb Moment —by TABASCOweb3
A recap on state of chain abstraction and the reveal of Particle's new product.👇
Source: https://x.com/abstractsummit/status/1861083759862227116?s=52&t=txFAbiSPTdLLDlAYj9X_AA
November 24th~ Rollup
🐚 Research and Ideation 💡
- Reading materials: Onchain AI Reading List
- 0xtipi: Radiant's RDNT: A $100M Illusion in the Face of Crumbling Fundamentals
- Swayam: The Case for Crypto AI - Decoding the Hype with the Synergy Matrix
- Kaito: Pumpfun Sentiment At An All Time Low
- Polymarket: Odds PumpFun Gets Banned in the US at 97%
🐚 Project Updates 🔔
- Clanker Generates $3.9M Revenue Within First 15 Days
- Artemis: Bringing Blobstream to Solana with the help of RiscZero and Celestia
- EigenLayer x Boundless: Powering Restaking Slashing Mechanism on Eigenlayer
MicroStrategy Buys Another 55,500 BTC ($5.4B)
Source: https://x.com/saylor/status/1861033309934862601
Odds PumpFun Gets Banned in the US at 97%
This is following sparks outrage due to lack of content moderation
Source: https://x.com/arbitrumalex/status/1860895686239105288?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Artemis: Bringing Blobstream to Solana with the help of RiscZero and Celestia
Artemis aims to solve the challenge of bridging assets from Solana to Celestia’s sovereign rollups.
Source: Spicenet/artemis-f563b580ce8e" rel="nofollow">https://medium.com/@Spicenet/artemis-f563b580ce8e
Swayam: The Case for Crypto AI - Decoding the Hype with the Synergy Matrix
Exploring the complexity in navigating the intersection of Blockchain and AI, and how Synergy Matrix help simplifies where these two collide
> This matrix maps out where these two technologies create friction, find harmony, and occasionally amplify each other's weaknesses👇
Source: https://botsnblocks.substack.com/p/the-case-for-crypto-ai-decoding-the
Onchain AI Reading List
https://terrytjw.notion.site/onchain-ai-reading-list
Solana's DePIN Landscape
Source: https://x.com/solana_daily/status/1860011670300688584?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Kalshi Paid Influencers to Target Polymarket CEO After FBI Raid
kalshi funded influencers to imply its competitor polymarket and CEO shayne coplan were engaged in illegal activity after the fbi raided his apartment
Source: https://x.com/PirateWires/status/1860057617269424428
BONK Teases Las Vegas Sphere Ad
Source: https://x.com/bonk_inu/status/1860392438742839536
YB: Crypto Enabled Accelerationism Bubble
Discussing 3 topics:
> Easing crypto regulation
> The accelerationism bubble
> Crypto-enabled poster children
Source: https://terminallyonchain.xyz/accelerationism
Chain of Thought: Weekly AI Edge
This edition covers:
> Lush AI growing steadily
> ai16z and the Elizas drama
> Sekoia: the best on-chain venture capital AI agent
Source: https://www.chainofthought.xyz/p/weekly-ai-edge-22
Beyond Speculation and Stablecoins: Crypto's Next Phase?
consolidation/optimization across 3 dimensions of crypto:
> Infrastructure in 2024
> Use Cases
> Secular Winners in 2024
Source: https://jessewalden.com/beyond-speculation-and-stablecoins-cryptos-next-phase/
Trump Team Preparing to Announce Pro-Crypto Scott Bessent as Treasury Secretary
Source: Bloomberg
Space and Time | SXT Chain vs. SXT ZK Rollup - How They Work Together
> SXT Chain is the decentralized, tamperproof hardware layer for data storage and SQL queries.
> The SXT ZK Rollup is the execution layer for payments, rewards, staking, and all DeFi logic, including both SXT’s coordination apps and 3rd-party dapps.
> Together, they create a scalable, data-secure network for the future of Web3.
Source: https://x.com/chiefbuidl/status/1859843264683090007?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bedlam Research: Offchain Lending in Crypto
This piece analyzes common crypto lending activities & the associated counterparty and structural risks.
> It explores improvements for transparency, operational tools, and integrating on-chain features into off-chain agreements to enhance ecosystem resilience.
Source: https://www.bedlamresear.ch/posts/offchain-lending/
Robinhood Lists Solana Memecoin $WIF
Source: https://x.com/Cointelegraph/status/1861032753153692100
EigenLayer Has Partnered with Boundless to Power Restaking Slashing Mechanism
With Boundless by RISC Zero, a single StakeRoot can be computed across all AVSs without additional trust assumptions, thanks to zk-SNARK.
Source: https://x.com/boundless_xyz/status/1859647991662916090
Pumpfun Sentiment At An All Time Low: Kaito
Source: https://x.com/punk9277/status/1860924206961266940?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Farcaster-Based Token Bot 'Clanker' Generates $3.9M Revenue Within First 15 Days
> $367M in volume, and 2.7K total tokens created
Source: https://x.com/dwr/status/1860499493239586828
Radiant's RDNT: A $100M Illusion in the Face of Crumbling Fundamentals
Radiant’s $RDNT token is trading at $0.70, with an astonishing $103M FDV and $80M market cap.
> This post breaks down the valuation of $RDNT, questioning its $103M FDV and $80M market cap amidst concerns the current price is fueled by speculative trading rather than fundamentals 👇
Source: https://x.com/0xtipi/status/1860762136344936873?s=52&t=txFAbiSPTdLLDlAYj9X_AA
November 23rd~ Rollup
🐚 Research and Ideation 💡
- YB: Crypto Enabled Accelerationism Bubble
- HOC: Movement Labs Ecosystem Overview
- AIXBT Reports Aave's $30B Milestone, and 1,628% Revenue Surge
- Delphi Digital: The Definitive Crypto x AI Agent Pod w/ Ai16z, Virtuals, MyShell, NOUS, & CENTS
- Solana Daily: Solana's DePIN Landscape
🐚 News 📕
- Pirate Wires: Kalshi Paid Influencers to Target Polymarket CEO After FBI Raid
🐚 Project Updates 🔔
- BONK Teases Las Vegas Sphere Ad
Delphi Digital: The Definitive Crypto x AI Agent Pod w/ Ai16z, Virtuals, MyShell, NOUS, & CENTS
> They discuss the evolution of autonomous digital beings and the future of human-AI interaction.
Source: https://www.youtube.com/watch?v=HVXxprDVMUM
AIXBT Reports Aave's $30B Milestone, Triple Loan Growth, and 1,628% Revenue Surge
AI agent dropping alpha
Source: https://x.com/aixbt_agent/status/1860401236589392301?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Movement Labs Ecosystem Overview
Source: https://x.com/HouseofChimera/status/1859947777309933783
November 22nd~ Rollup
🐚 Research and Ideation 💡
- Decentralised Co: The Fort Knox Blockchain - A Dive into Zircuit
- 2077 Research: Exploring Crypto Data I: Data Flow Architectures
- Bitcoin Suisse: 2024 Crypto Outlook
- Artemis: Stablecoin Marketmap - Nov 2024
- Space and Time | SXT Chain vs. SXT ZK Rollup - How They Work Together
- Nillion: Unlocking A New Era of Private AI
- Jesse Walden: Beyond Speculation and Stablecoins: Crypto's Next Phase?
- Chain of Thought: Weekly AI Edge
🐚 News 📕
- CBOE to Launch the First Cash-Settled Options Tied to Spot Bitcoin Starting Monday, Dec 2
- Bloomberg: Trump Team Preparing to Announce Pro-Crypto Scott Bessent as Treasury Secretary
🐚 Project Updates 🔔
- Sui Enters Strategic Partnership with Franklin Templeton Digital Assets
- Kyros Phase 2 Cap Has Been Filled
- Bolt Protocol Launches Holesky Testnet v1
- Amazon Invests $4B in Anthropic
Amazon Invests $4B in Anthropic
AWS will become Anthropic's "primary cloud and training partner"
Source: https://www.perplexity.ai/page/amazon-invests-4b-in-anthropic-Y3ZOPzPzTxK0Q4d_MaTssw
Nillion: Unlocking A New Era of Private AI
Nillion is developing ways to make large AI models work without compromising user privacy.
> This post explore the practical uses of these privacy-preserving AI advancements and why they matter for individuals, businesses & industries alike
Source: https://nillion.com/news/1395/
Bolt Protocol Launches Holesky Testnet v1
Source: https://x.com/boltprotocol_/status/1860005471194874019?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Kyros Phase 2 Cap Has Been Filled
2633 holders collectively minted 68,041 $kySOL
Source: https://x.com/kyrosfi/status/1860015927649271937?s=52&t=txFAbiSPTdLLDlAYj9X_AA