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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
November 25th~ Rollup
🐚 Research and Ideation 💡
- Bedlam Research: Offchain Lending in Crypto
- Abstract Summit: Chain Abstraction Needs a Lightbulb Moment —by TABASCOweb3
- Messari: Understanding Peaq - A Peaq at Mainnet
- Tristan0x: Bullet - Building Solana's First Ultra-Low Latency Rollup
- Chaos Labs | The Edge Series: Trump’s Pro-Crypto Cabinet Picks
- Zaryab Afser: Why Intent-Solver System Works?
- tracecrypto1: AI Agents Could Be This Cycle's Step Function Unlock
🐚 News 📕
- MicroStrategy Buys Another 55,500 BTC ($5.4B)
🐚 Project Updates 🔔
- Robinhood Lists Solana Memecoin $WIF
- Movement Labs Reveals $MOVE Tokenomics
- Pumpfun Disables the Live Streaming Feature
- Fomo.Fund Launches AI Agent Launch Pad
- Pumpfun Statement on Recent Events
🐚 Raises 💰
- OpenTrade Raises $4M Seed Extension Round Led by Albion Capital
tracecrypto1: AI Agents Could Be This Cycle's Step Function Unlock
This piece explores the rise of AI agents as a potential "step function unlock" for this market cycle, evolving from promoting memecoins to owning tokens tied to their prominence.
> It highlights distribution, ease of creation, ability to get attention, and more as key drivers of this trend
Source: https://x.com/tracecrypto1/status/1861071983242305867
Fomo.Fund Launches AI Agent Launch Pad
Launch your AI agent on Solana with FOMO.
Source: https://x.com/fomodotfund/status/1861154464754741714?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Chaos Labs | The Edge Series: Trump’s Pro-Crypto Cabinet Picks
Trump’s Cabinet Picks: an all-star pro-crypto team?
> This series spotlight the appointees most likely to drive positive change to crypto👇
Source: https://x.com/chaos_labs/status/1861106967151866214?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Messari: Understanding Peaq - A Peaq at Mainnet
Peaq aims to revolutionize how we interact with and derive value from physical infrastructure, machines, and devices.
> Peaq launched its mainnet on Nov 12, 2024 with over 50 DePIN projects building on the network across 21 industries👇
Source: messari.io/report/a-peaq-at-mainnet
Movement Labs Reveals $MOVE Tokenomics
> Total supply: 10 billion
> Initial circulating supply: ~22%
> 40% Ecosystem + Community
> 10% Initial Claims, 10% Foundation
> $MOVE will unlock over 60 months.
> Team and investors cannot stake at launch.
Source: https://x.com/movementfdn/status/1861107961286009042
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
Pumpfun Statement on Recent Events
Source: https://pump.fun/docs/moderation-message
Zaryab Afser: Why Intent-Solver System Works?
On why intent-based interoperability systems could potentially surpass traditional bridging models, explaining these systems and their significance.
Source: https://www.decipherclub.com/intent-solver-systems-1/
OpenTrade Raises $4M Seed Extension Round Led by Albion Capital
OpenTrade lets asset managers create yield-bearing onchain lending products
Source: https://x.com/opentrade_io/status/1861034818433151034
Bullet: Building Solana's First Ultra-Low Latency Rollup
This post introduces Bullet, an ultra-low-latency Solana rollup powering Zeta X, aiming to rival centralized exchanges with sub-5ms latency, zk-fraud proofs, and seamless trading
Source: https://x.com/tristan0x/status/1861084749068108200?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Pumpfun Disables the Live Streaming Feature
Source: https://x.com/DegenerateNews/status/1861127573998092536
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