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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
Blockworks Research: Meta-Analysis on Incentive Programs
Successful incentive programs require:
> A balance of careful design
> Active management, and adaptability.
> Incentives are most effective when they target sustainable behaviors,
> Flexibility in structure and duration
> Robust community engagement, and more👇
Source: https://app.blockworksresearch.com/unlocked/incentives#final-thoughts
2077 Research: The Hitchhiker's Guide To Chain Abstraction
“Chain abstraction is the process of removing the need for users and developers to interact directly with the underlying blockchain infrastructure”
> This article dive into the cosmos of chain abstraction, exploring the technology, its benefits, and how it might make Web3 a place where we can all feel at home.
Source: https://twitter.com/2077Research/status/1844130579215782058
Delphi Digital: The L2 Wars - One Year Later.
Revisiting 2024 analysis on Infrastructure with insights into the "L2 Wars"
Source: https://x.com/delphi_digital/status/1865094347407929630?s=52&t=txFAbiSPTdLLDlAYj9X_AA
74% of Venture Capital in the Solana Ecosystem Goes to Applications vs 40% in Ethereum
Source: https://x.com/RyanWatkins_/status/1861816917184372746
Messari: A Case for Bitcoin Alts - Why Runes and Ordinal Can Make a Comeback
> This piece explore why Bitcoin Alts eco (runes and ordinals) is one of the most asymmetric bets you can make in crypto right now.
https://messari.io/report/a-case-for-bitcoin-alts
Source: https://x.com/defi_monk/status/1865072876254302473
Sushiswap Proposes to Liquidate Treasury Token Holdings: Governance
This proposal outlines a strategy for diversifying the treasury assets to mitigate risks and enhance the protocol’s long-term stability.
Source: snapshot.org/#/sushigov.eth/proposal/0xa0030e41712ef24187dc56ef03ac37bfd8c7bb10b102571feace8ef4c2e37123
AI Agent Ecosystem Map - November 2024
Source: signumcapital/signum-newsletter-24" rel="nofollow">https://paragraph.xyz/@signumcapital/signum-newsletter-24
Pump Fun Platform Bans UK Users From Platform After FCA Warning
Source: https://x.com/News_Of_Alpha/status/1865062117000216670
December 5th~ Rollup
🐚 Research and Ideation 💡
- Delphi Labs' Thesis on Almanak
- Keyrock: From Locked to Liquidity - What 16,000+ Token Unlocks Teach Us
- Ethresearch: Fast (and Slow) L2→L1 Withdrawals
- Burwick Law Investigates “Legal Rights" in the $HAWK Rugpull
- Tibor Blaho: ChatGPT Pro Plan
- Amanda Young: Growing Consumer DePIN
- Allora: Merit-Based Sortition in Decentralized Systems
- Defi0xJeff: Beginner's Guide to AI Agent Landscape
- aibra: How to Take Profits on Memecoins using Concentrated Liquidity
- Jon Ma: Stablecoin Marketmap - December 2024
🐚 Podcast 🎙️
- The Rollup: The Rise of Celestia's Native Ecosystem
🐚 Project Updates 🔔
- Phantom Wallet to Add Support for Sui
- EigenLayer |ELIP-001: the Eigen Labs Rewards v2
- Vana Introduces its Native Token $VANA
- Movement $MOVE Token Claim Guidelines
- Ritual Launches Private Testnet
- Nansen Launches Portfolio Tracker
- 3Jane: The Credit-Based Money Market
Stablecoin Marketmap - December 2024
Source: https://x.com/jonbma/status/1864828187231825998
3Jane: The Credit-Based Money Market
3Jane is a credit-based money market built on Base, offering instant, trustless, and permissionless lines of credit to crypto users, secured by their creditworthiness and future cash flows
> USD3 is 3Jane’s yield-bearing stablecoin
> Early Q1: private beta for suitable testers
> Credit lines initially available to U.S. Residents
> Apply to be get your credit line early👇
Source: https://x.com/3janexyz/status/1864813783136506300
Emergent AI Agent categories
> Creative AGI - Agents expressing themselves through creative mediums e.g Zerebro (music)
> Investor AGI - Agents focused on identifying & making investments e.g ai16z, aixbt👇
Source: https://x.com/cryptopunk7213/status/1864473729855553766
Allora: Merit-Based Sortition in Decentralized Systems
An algorithm that optimizes performance while ensuring fair participation in decentralized networks.
> Learn more on ADI and how this algorithm enhances efficiency in resource-limited systems👇
Source: https://www.allora.network/research/merit-based-sortition-in-decentralized-systems
Nansen Launches Portfolio Tracker
Source: https://x.com/ASvanevik/status/1864083194964070598
Ritual Launches Private Testnet
Source: https://x.com/ritualnet/status/1864745321613402277
Ambit Labs: The Not-So-Definitive guide to Hyperliquid Precompiles.
> Through the use of Precompiles and Events, the Hyperliquid team have provided a way in which smart contracts running on the HyperEVM can access state on the Hyperliquid L1, effectively giving smart contracts access to the perps and spot liquidity on the L1
Source: ambitlabs/the-not-so-definitive-guide-to-hyperliquid-precompiles-f0b6025bb4a3" rel="nofollow">https://medium.com/@ambitlabs/the-not-so-definitive-guide-to-hyperliquid-precompiles-f0b6025bb4a3
20VC: Why Valuations and Fundraising are BS W/ Zachary Bookman - Co-Founder/CEO of OpenGov
Discussion:
> High Gross Retention is the Whole Game of SaaS
> The Misalignment Between GP and Founder
> Why Founders Should Not Expand Their TAM
> Why Valuations and Fundraising Is BS
> How the Best Founders Manage Their Board
> What Is PMF and Why Marc Andreessen’s Definition Is Wrong
Source: www.youtube.com/watch?v=6E4I7JnhLjU
The Rollup: AggLayer Mainnet Launch Is Coming With Marc Boiron - CEO @ Polygon Labs
Unpacking Polygon's evolution from:
> PoS to zkEVM
> AggLayer's stack
> Pessimistic proving
> Shared bridges
> The push towards mainnet.
Source: www.youtube.com/watch?v=timzAMMJ8wc
Kamino Finance Introduces “Kamino Swap”
An intents-based, exchange platform built to offer the best price execution at any size, for any token swap on Solana —powered by Pyth Network
Source: https://x.com/KaminoFinance/status/1864729927116832781
OpenAI Introduces ChatGPT Pro
a $200 monthly plan that enables scaled access to the best of OpenAI’s models and tools.
Source: openai.com/index/introducing-chatgpt-pro/
Four Pillars: How Can You Not Love Hyperliquid?
A dive into Hyperliquid’s remarkable journey, key takeaways from their strategy, and examines what lies ahead for the project.
Source: https://4pillars.io/en/articles/how-can-you-not-love-hype
Mason Nystrom: Crypto AI Agents - The First-Class Citizens of Onchain Economies
“While AI agents look like toys today, in the future they will augment daily consumer experiences, become key stakeholders in protocols, and create entire economies between themselves”
Source: https://www.masonnystrom.com/p/crypto-ai-agents
Teng Yan: Almanak - Agents That Make Money
Almanak gives everyday users the ability to profit from quant trading techniques in DeFi
> The platform is purpose-built to create profitable trading agents, streamlining blockchain simulations and slashing the time taken to identify and capture alpha for winning strategies.👇
Source: https://www.chainofthought.xyz/p/almanak-agents-that-make-money
Pudgy Penguins to Launch $PENGU Coin on Solana in 2024
Source: https://x.com/pudgypenguins/status/1864852026212983067
The Rollup: Nick White and Jon Charbonneau on The Rise of Celestia's Native Ecosystem
They explore:
> Celestia's ecosystem next expansion
> The challenges of scaling
> AltVMs, lazybridging, ZK accounts
> Celestia's business model.
Source: https://www.youtube.com/watch?v=jP3XEvPHn3g
How to Take Profits on Memecoins using Concentrated Liquidity
This post shares a couple of approaches to plan your exit
Source: https://x.com/aibra/status/1864364368101593255
Beginner's Guide to AI Agent Landscape
Resources on top narratives, projects, & people to follow to stay on top of the market
Source: https://twitter.com/Defi0xJeff/status/1864679852080812408
Amanda Young: Growing Consumer DePIN
This article break down:
> The consumer x DePIN intersection
> Consumers' role in enabling Supply and Demand
> How these networks are starting to unlock new categories of applications and behaviors.
Source: https://medium.com/collab-currency/growing-consumer-depin-60799f561d66
ChatGPT Pro Plan
> $200 / £200 / €229 per month
> Get the best of OpenAI with the highest level of access
> Everything in Plus
> Unlimited access to o1, o1-mini, and GPT-4o
> Unlimited access to advanced voice
> Access to o1 pro mode, which uses more compute to answer hardest questions
Source: https://x.com/btibor91/status/1864703088470446144?s=46
A Law Firm, Burwick Law, is Investigating “Legal Rights" in the $HAWK Rugpull
https://twitter.com/burwicklaw/status/1864467285072597184?s=46&t=txFAbiSPTdLLDlAYj9X_AA