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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
The Bull Case for AI Agent Swarm
potential user-to-agent interfaces for Virtuals as it evolves into a robust ecosystem
Source: https://x.com/0xroto/status/1862752904089936051?s=46&t=ywALktyM5ZCyt-zigN5Big
Four Pillars: How Ondo Finance Is Redefining Tokenization to Lead the RWA Market
Ondo Finance highlights that tokenization goes beyond merely tokenizing real-world assets on blockchain networks, it expands their usability, transforming them into more valuable assets.
> The post explores tokenized real-world assets, including stablecoins and the emerging "yieldcoins," and how Ondo Finance has made these assets more impactful, while establishing itself as a leader in this field.
Source: 4pillars.io/en/articles/how-ondo-finance-is-redefining-tokenization-to-lead-the-rwa-market
November 29th~ Rollup
🐚 Research and Ideation 💡
- Equilibrium's Predictions for 2025
- Parsec Weekly: On $HYPE TGE
- ASXN Shares Dashboard to Monitor HYPE Airdrop
- Kaito: Virtuals Now Above Bittensor for Mindshare
- Messari: State of Sui Q2 and Q3 2024
- Martin Köppelmann: Monthly CoWSwap Volume Since Launch ~3yrs Ago
- 0x_antifragile: Hyperliquid Becomes Largest Crypto Airdrop Ever on Day1
- Electric Capital: Neural Media
- S4mmyEth: On Swarms and Autonomous DeFi Strategies
🐚 Podcast 🎙️
- GoodGame Podcast: State of The Crypto Market
🐚 Project Updates 🔔
- Ethena and Securitize Have Submitted a Bid for Ethena’s USDtb in Spark’s $1B Tokenization Play
- Hyperliquid Gives Out $1.6 Billion in One of the Largest Airdrops Ever
- Vana Introduces Data Hub
- Sharpe Launchpad Introduces Hive Intelligence
- Echo Says No Plan to Launch a Token
- Word Liberty Has Bought $27m ETH & $10m cbBTC so far
- Curve x Elixir x BlackRock: A $533M Bridge Between TradFi and DeFi
Electric Capital: Neural Media
Insights on generative AI, and exploring AI as a creative tool & medium
Source: eclecticcapital.eth/neural-media" rel="nofollow">https://paragraph.xyz/@eclecticcapital.eth/neural-media
Trump’s Word Liberty Has Bought $27m ETH & $10m cbBTC so far
https://intel.arkm.com/explorer/entity/worldlibertyfi
Source: https://x.com/crypto_condom/status/1862658827163758660
GoodGame Podcast: State of The Crypto Market |
They dive into AI Agents, memes, new meta, future of crypto AI, and Majors
Source: www.youtube.com/watch?v=FHjIvcKRm9I
Vana Introduces Data Hub: New Portal to Explore Vana’s Data DAO Ecosystem and Earn Rewards
> Pre-register ahead of mainnet to secure spot👇
Source: https://x.com/withvana/status/1862560446793842815?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Monthly CoWSwap Volume Since Launch ~3yrs Ago
Source: https://x.com/koeppelmann/status/1861770241811845262
New Deal for Pumpfun @ 2.5b Valuation
> Name: Pump.Fun (PF-291124)
> Contract size: $15 000 000
> Lot FDV: $2 500 000 000
> Make Bid
Source: t.me/secondlane/307
ASXN Shares Dashboard to Monitor HYPE Airdrop
> Total recipients: 94K wallets
> Average airdrop amount: 2915.66 HYPE
> Median airdrop amount: 64.53 HYPE
https://data.asxn.xyz/dashboard/hype
Source: https://x.com/asxn_r/status/1862527642710552856?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid Gives Out $1.6 Billion in One of the Largest Airdrops Ever
Source: https://decrypt.co/294067/hyperliquid-airdrop-1-6-billion
Equilibrium's Predictions for 2025
Source: https://x.com/equilibrium_co/status/1862140045022691792
Devcon Key Insight: Indistinguishability Obfuscation (IO)
A breakdown of Indistinguishability Obfuscation, and also highlight the evolving progress and optimism around it at Devcon 7, showcasing new implementations and potential applications.
Source: https://www.leku.blog/io/
Good Comparison on AI agents Landscape
Source: https://x.com/wacy_time1/status/1862197472233230790?s=46&t=US8hdKu5FCAqApEd0gFyVQ
Hyperliquid’s $HYPE Token is Now Live
Source: https://x.com/hyperliquidx/status/1862402701705060486?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockrunch: Helium - A Deep Dive
Helium is a unique wireless network built & operated by the “community“ with the attempt to decentralize the wireless infrastructure industry by letting individuals deploy hotspots to build connectivity
This report dives into Helium and also covers:
> SubDAOs
> Network of networks (helium’s vision)
> Real-world case studies
> Challenges
> Upcoming developments, and more
Source: https://blockcrunch.substack.com/p/helium-a-deep-dive
The Growing AI Ecosystem on Base
> Freysa - Agent <> human games
> aixbt - KOLs
> otoCo - agents creating LLCs onchain
Source: https://x.com/jessepollak/status/1862595670005452820
S4mmyEth: Two Phases of Decentralized AI Just Evolving
Swarms (Collaboration) and Autonomous DeFi Strategies👇
Source: https://twitter.com/S4mmyEth/status/1862443388571684982
Curve + Elixir + BlackRock: A $533M Bridge Between TradFi and DeFi
BlackRock's $530M Fund BUIDL Taps into DeFi Through Curve and Elixir Partnership
Source: news.curve.fi/curve-elixir-blackrock/
Echo Says No Plan to Launch a Token
Source: https://x.com/echodotxyz/status/1862700831876792780?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Sharpe Launchpad Introduces Hive Intelligence
A search engine API that enables AI agents to access real-time, accurate blockchain data
> This post dives into what Hive Intelligence is and how it strengthens both the Sharpe ecosystem and the broader crypto landscape
Source: https://x.com/sharpelabs/status/1862501126622322695?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid Becomes Largest Crypto Airdrop Ever on Day1 with ~$1.8B in Fully Invested Tokens
> Hyperliquid [1.75B @ $5.65]
> Starknet [$1.6B]
> Arbitrum [$1.5B]
> Dydx [$1B]
> Wormhole [$1B]
> Eigenlayer [$850M]
Source: https://x.com/0x_antifragile/status/1862561670821748990?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Messari: State of Sui Q2 and Q3 2024
Sui’s DeFi TVL increased by 42% to $1B in the past two quarters. Sui also integrated with Circle’s USDC and Projects building primarily on Sui raised $16.3M in Q2 & Q3 2024.
Source: https://messari.io/report/state-of-sui-q2-and-q3-2024
Virtuals Now Above Bittensor for Mindshare
both in today's top mindshare gainers for AI.
Source: https://x.com/_kaitoai/status/1862524466225369537?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Parsec Weekly: On $HYPE TGE
From the identification and reduction of the points of ~100 sybil farmers, distribution of additional points for organic activity in May, October and early November, and everything to TGE and launch of HYPE
Source: https://open.substack.com/pub/parsec/p/parsec-weekly-97?r=aaog1&utm_medium=ios
Ethena and Securitize Have Submitted a Bid for Ethena’s Upcoming Stablecoin USDtb in Spark’s $1 billion Tokenization Play
> BlackRock’s BUIDL fund will initially provide more than 90% of the stablecoin’s backing.
Source: https://x.com/ethena_labs/status/1862512052017012886
November 28th~ Rollup
🐚 Research and Ideation 💡
- Poopmandefi: Comparison of PumpFun vs Clanker
- 0xMughal: AI Agent Season - What you Need to Follow
- 2077 Research: Bringing Permissionless Lending - Making Sense of Euler
- Sandraaleow: Virtuals Protocol Ecosystem
- Tkvresearch: AI Agent Narrative
- wacy_time1: Good Comparison on AI agents Landscape
- CoinGecko: What Is the Solana Virtual Machine?
- Leku Blog: Devcon Key Insight: Indistinguishability Obfuscation (IO)
🐚 Project Updates 🔔
- Berachain Teases Imminent Launch… Q5
- Bittensor Rolls Out EVM Compatibility to Attract Ethereum Developers
- Hyperliquid’s $HYPE Token is Now Live
- Zerebro Releases New Album
CoinGecko: What Is the Solana Virtual Machine?
The SVM is the software infrastructure on the Solana blockchain that enables Solana to handle thousands of txs per second by utilizing a parallel processing model for dApps and smart contracts.
> This article discusses how the Solana Virtual Machine works and other key features.
Source: https://www.coingecko.com/learn/what-is-the-solana-virtual-machine-svm
HYPE Token Airdropped With No Issues or Lag, Trading Also Live
Source: https://x.com/0xSisyphus/status/1862402356916125914
Tkvresearch: AI Agent Narrative
Source: https://flipsidecrypto.xyz/tkvresearch/ai-agent-narrative-mqTAAE