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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
Coinbase Has Tokenized Close to $2B Worth of BTC with cbBTC
Source: https://x.com/tokenterminal/status/1863633446486110518
Rob Hadick: Stablecoin Payments - Who Actually Wins?
The post explores the stablecoin payment ecosystem, categorizing its players to analyze which parts of the stack capture the most value. The categories include:
> Settlement rails
> Stablecoin issuers
> Liquidity providers
> Value transfer/money services
> Aggregated APIs/messaging
> Merchant gateways
> Stablecoin-powered applications.
Source: https://x.com/hadickm/status/1866101987021836289?s=46&t=ywALktyM5ZCyt-zigN5Big
MicroStrategy Has Acquired Additional 21,550 Bitcoins for $2.1 Billion
bringing their total holdings to 423,650 BTC
Source: https://x.com/saylor/status/1866106687699964016
China Eases Monetary Policy Stance, Vows More Fiscal Support
The 24-man Politburo led by President Xi Jinping announced it will embrace a “moderately loose” strategy for monetary policy in 2025
Source: https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011
Heurist Introduces its Native Token $HEU
> Maximum supply of 1 billion tokens
> 11% of total supply will enter circulation in day 1
> Season 1 Miners - 50M HEU & 4M stHEU rewards
> Imaginaries NFT Holders - 35K HEU / eligible NFT
Source: https://x.com/heurist_ai/status/1865393402570842128?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Binance Lists Across Protocol $ACX with No Listing Fee
Source:https://x.com/cannngurel/status/1865818542282506338?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Empire | Hivemind: BTC's $100K Run, Ethena's Yield Meta, and Our Bull Market Bets
They explore:
> The importance of conviction over FOMO and the challenges of narrative rotation.
> Ethena's yield mechanisms and their impact on the broader DeFi landscape
> The realness of AI innovation in crypto
Source: https://www.youtube.com/watch?v=38MRP6V7Ywo
Blocmates: The Zerebro Interview W/ Jeffy Yu
Jeffy Yu - Founder of Zerebro
Discussion:
> What is Zerebro?
> What are Jeffy's plans for Zerebro?
> Is this the beginning of the crypto x AI industry?
> Are AI meme coins still a thing?
> Zerebro Token Plans, and more
Source: www.youtube.com/watch?v=A-_cd7Ze8mE
Gaia: 69+ Projects to Build for the Rise of AI Agents
> AI Influencer Memecoins
> AI Venture Capitalist
> Hedge Fund Trader Agents
> Multiparty Agent Governance
> Prediction Market Agents
> AI ‘Reply Guy’
> Autonomous Community Strategists, and more👇
Source: https://x.com/mateo_ventures/status/1865082295348269339
How Nillion’s Blind Computer (NBC) is Redefining Privacy in Crypto
“NBC enables you to store and process sensitive data without anyone ever seeing it using Privacy-Enhancing Technologies (PETs)
> A decentralized network of nodes executes these programs without ever seeing the data or outputs.
Source: https://twitter.com/nillionnetwork/status/1864746633143160877?s=52&t=txFAbiSPTdLLDlAYj9X_AA
December 7th~ Rollup
🐚 Research and Ideation 💡
- Asymmetric Market Update
- thedefivillain: Why this Cycle Can Still Get Even Crazier
Why this Cycle Can Still Get Even Crazier
Source: https://x.com/thedefivillain/status/1865361890907459742?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bored Ape Cofounder on Launching Token on Solana vs Ethereum
Source: https://x.com/CryptoGarga/status/1865430598061359332
December 6th~ Rollup
🐚 Research and Ideation 💡
- Teng Yan: Almanak - Agents That Make Money
- Mason Nystrom: Crypto AI Agents - The First-Class Citizens of Onchain Economies
- Signum Capital: AI Agent Ecosystem Map - November 2024
- Four Pillars: How Can You Not Love Hyperliquid?
- Messari: A Case for Bitcoin Alts
- Ryan Watkins: 74% of VC in the Solana Ecosystem Goes to Apps vs 40% in Ethereum
- Delphi Digital: The L2 Wars - One Year Later
- 2077 Research: The Hitchhiker's Guide To Chain Abstraction
- Ambit Labs: The Not-So-Definitive guide to Hyperliquid Precompiles
- Blockworks Advisory: Meta-Analysis on Incentive Programs
- a16z: Big Ideas in Tech 2025
- YB: DLP Tokens As An Asset Class
- 2077 Research: DePIN On Ethereum: Redefining Coordination Systems
🐚 Podcast 🎙️
- The Rollup: AggLayer Mainnet Launch Is Coming With Marc Boiron
- 20VC: Why Valuations and Fundraising are BS W/ Zachary Bookman
🐚 Project Updates 🔔
- Pudgy Penguins to Launch $PENGU Coin on Solana in 2024
- Pump Fun Bans UK Users From Platform After FCA Warning
- Sushiswap Proposes to Liquidate Treasury Token Holdings
- OpenAI Introduces ChatGPT Pro
- Kamino Finance Introduces “Kamino Swap”
YB: DLP Tokens As An Asset Class
A look at VANA and its whitepaper
Source: https://terminallyonchain.xyz/vana
Defi0xJeff: The Rise of Agentic Metaverse
> “To house these agents, we need world-building infrastructure that enables agents to interact with one another, and with humans.”
> “We also need key DeFi infrastructure to power in-game economies.”
Source:https://x.com/defi0xjeff/status/1866124055360991508?s=46&t=2q9OLMlaobNlHLewOXT4uA
December 8th~ Rollup
🐚 Research and Ideation 💡
- Defi0xJeff: Memecoins vs. AI Agent Coins: What's the Difference
- Nillion: How Nillion’s Blind Computer (NBC) is Redefining Privacy in Crypto
- Gaia: 69+ Projects to Build for the Rise of AI Agents
- Michael Saylor Explaining the MSTR Premium
- CryptoSources: Events to Look Forward to in the Week
- Pump Science: Pump Science and Desci Explained
🐚 Podcast 🎙️
- Blocmates: The Zerebro Interview W/ Jeffy Yu
- Empire | Hivemind: BTC's $100K Run, Ethena's Yield Meta, and Our Bull Market Bets
🐚 News 📕
- Amazon Shareholders Request the Company Explores Adding Bitcoin to Its Treasury
🐚 Project Updates 🔔
- Aave Hits ATHs in Net Deposits and Active Loans
- Binance Lists Across Protocol $ACX with No Listing Fee
- Hawk Tuah Fallout Spaces Detailing Incident
- Heurist Introduces its Native Token $HEU
The Movement Network $MOVE is Now Live
MoveDrop participants can claim their $MOVE👇
Source: https://x.com/movementfdn/status/1866084242800984195
Pump Science: Pump Science and Desci Explained
Answering questions like:
> Why pump science?
> Are they a utility project?
> A memecoin?
> Something in between?
> Can the devs do something?, and more
Source: https://vxtwitter.com/pumpdotscience/status/1865744639011233797
Hawk Tuah Fallout Spaces Detailing Incident
Source: https://x.com/i/spaces/1mrxmMvYkXBxy
Exciting Week Ahead
> Heurist - TGE 4AM UTC
> Puffpaw presale at 10AM UTC
> Movement TGE at 12PM UTC
> Suoerseed presale at 6PM UTC
> KIP Protocol TGE on DEC 10
> Terrace IDO at 12PM UTC and CreatorBid IDO at 4PM UTC on Fjord Foundry
Source: https://x.com/cryptosources/status/1865921217468764501?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Michael Saylor Explaining the MSTR Premium
Source: https://twitter.com/thebtctherapist/status/1859037823774712182?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Amazon Shareholders Request the Company Explores Adding Bitcoin to Its Treasury
Microsoft moved first
Source: https://x.com/BTC_Archive/status/1865840011838414943
Aave Hits ATHs in Net Deposits and Active Loans
Source: https://x.com/tokenterminal/status/1865584663210692940?sl=
Defi0xJeff: Memecoins vs. AI Agent Coins: What's the Difference
With AI agents:
> You can’t coast on attention alone. To stand out, you need to ship relentlessly.
> You need to constantly give people something fresh to stay relevant.
> If you’re not keeping your audience engaged day in and day out, you’re done.
Source: https://twitter.com/Defi0xJeff/status/1865771868730675386
On Two Group of People on CT
> People who think we're in the dying weeks of a speculative mania b/c their ports are swolen
> People that stuck w/ eth/L2 eco/tech plays and feel we must have a yr+
Source: https://x.com/cryptoklotz/status/1865491540757365039?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Asymmetric Market Update
On Crypto, Macro, VC, Bitcoin DeFi, Outlook for 2025, and more
Source: https://read.asymmetric.financial/p/asymmetric-market-update-24
Why Low Winrate Traders Often Outperform High Winrate Traders
https://fxtwitter.com/studyconviction/status/1862562884376514683
2077 Research | DePIN On Ethereum: Redefining Coordination Systems
This piece highlights Ethereum-based DePIN projects solving real-world issues in telecom, energy, compute, and more, while also answering questions like:
> Is decentralizing physical resources necessary?
> Is there real demand for DePIN, or is it a solution in search of a problem?
> Can critical infrastructure scale without sacrificing quality or affordability?
> How can sustainability and innovation coexist in this new paradigm?
Source: https://research.2077.xyz/depin-on-ethereum-redefining-coordination-systems-1
a16z: Big Ideas in Tech 2025
> Engineers with full-stack skills to bridge hardware and software are expected to be in demand
> Smaller, on-device generative AI models are set to gain popularity in 2025
> Specialist AI models have the potential to serve as 'super staffing’ platforms.
> Virtual simulations from gaming are likely to increasingly be used in real-world applications.
> AI is poised to transform small businesses, by enabling them to scale efficiently through automation and strategic acquisitions.👇
https://x.com/a16z/status/1864773011725079006
Source: https://a16z.com/big-ideas-in-tech-2025/