-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Pumpdotfun Accounted for 62% of Solana DEX Transactions in November, So Far
https://dune.com/queries/3919233/6588935
Source: https://decrypt.co/293578/pump-fun-solana-dex-transactions-november
Polymarket and the Prediction Market Revolution: Unlocking Future Potential with AI Agents
TL;DR:
> Polymarket is booming thanks to blockchain and real-world events.
> Arbitrage opportunities are ripe (but won’t last forever).
> AI agents plugged into Polymarket’s API can create huge value.
Source: https://x.com/polytraderai/status/1860753152993058866?s=46&t=txFAbiSPTdLLDlAYj9X_AA
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
Unverified: Robinhood US's BONK listing Leaked
Source: https://x.com/cited/status/1861044290279104780
AI x Crypto Market Map
178 projects, $2B raised, 54 live tokens, $63B+ fdv
Source: https://x.com/dimakhanarin/status/1861350279431459076
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