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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
SecondLane: November Market Insights
> The secondary market hit $1.2B (+29%), driven by a 50% jump in SELL deal sizes and premiums soaring to ~95%.
> 70% of deals were below last-round values, with strongest liquidity in L1, L2, Privacy, and Mining..
> Assets like Jito, Sui, and Solana led the action.
Source: https://x.com/Second_Lane/status/1869035088631263473
Taiki Maeda: Making it Back after Losing it All
Guest: David Gilz. He discussed:
> Why most people fail at trading crypto.
> Why the AI meta is the trade of the cycle
> About ai16z, Zerebro, Fartcoin, and GOAT.
> The art of not coping as a trader.
Source: www.youtube.com/watch?v=lnF0ZZfhCAc
MixBytes: Modern DEXes, How They're Made - CoW Protocol
CoW Protocol (and CoW Swap, which is built on it) belongs to the "solvers" category of DEXes.
> This article explore the internal workings of CoW Protocol, examinng its architecture and implementation principles, and how it employs a “solvers” Dex architecture
Source: https://mixbytes.io/blog/modern-dex-es-how-they-re-made-cow-protocol#rec835928161
Tether Invests In StablR To Promote Stablecoin Adoption In Europe
Source: https://tether.io/news/tether-invests-in-stablr-to-promote-stablecoin-adoption-in-europe/
December 16th~ Rollup
🐚 Research and Ideation 💡
- Defi0xJeff: Data, Hidden Framework Powering AI Agents
- Presto Research: 2024 Crypto Market Review & 2025 Forecasts
- Epic AI: Why Specialized AI Models Are the Future of Tech
- Nick Martitsch | Paradigm: A Crypto Founder’s Guide to Hiring BD
- Shoal Research: Vana, Pioneering Data Sovereignty with DataDAOs
- Aizcalibur: Pudgy Penguins $PENGU Tokenomics
- 0xsmac: TGE's Are Not IPO's
- Archetype | Crypto x AI: 10 Categories We're Watching in 2025
- Anza Research: A New Chapter for Solana’s Protocol
🐚 News 📕
- Microstrategy Acquires Another 15,350 BTC for ~$1.5 Billion
- UK’s Financial Regulator Has issued a Warning Against ‘Retardio’
- Michael Saylor: I think Trump is Serious About a National Bitcoin Reserve
🐚 Project Updates 🔔
- Vana Launches Mainnet, Introduces Testnet Rewards and $VANA Staking
- Ethena Labs Launches USDtb
- VanEck Unveils Strategic Investment in DAWN
- Story Protocol Introduces Agent TCP/IP
- Monad Introduces Monad Foundation
- Ripple to Launch RLUSD Globally
Binance Introduces Binance Alpha
“A new platform within the Binance Wallet that shines a spotlight on early-stage crypto projects”
> Launching December 18, 2024
Source: https://www.binance.com/en/support/announcement/introducing-binance-alpha-discover-emerging-crypto-projects-c6499e95c15e408ca44ca5f6db975d4d
Anza Research: A New Chapter for Solana’s Protocol
Anza has formed a new research team, and will work on fundamental aspects of the protocol to bring Solana to the next level.
Source: https://twitter.com/anza_xyz/status/1868714314951204891
0xsmac: TGE's Are Not IPO's
This post discusses the role of TGEs in crypto, differentiating them from IPOs, it highlights reasons for lauching a token, and the different stages of token launches
Source: https://x.com/0xsmac/status/1868745551485051102
Pudgy Penguins $PENGU Tokenomics
> Total supply of 88.88 Billion
> Massive ~70% allocated to community & growth
> Company ~30% allocation 4Y vested
Source: https://x.com/aizcalibur/status/1865439545744822311?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Nick Martitsch | Paradigm: A Crypto Founder’s Guide to Hiring BD
On Hiring Head of Business Development:
> Don’t break the founder-led sales motion too early.
> Turn scrappy into scalable.
> Demand high agency & crypto-nativity.
> Don’t sleep on tactics.
> Measure performance with secondary metrics.👇
Source: https://twitter.com/nickmartitsch/status/1868720911173796070
Why Specialized AI Models Are the Future of Tech
Interview w/ Nick Havryliak, CEO and Co-founder of Assisterr.
He shares his thoughts on:
> Why AI builders need a new kind of infrastructure.
> The untapped potential of task-specific AI models.
> How community ownership and collaboration are shaping the next wave of innovation.
Source: https://epicaidev.substack.com/p/why-specialized-ai-models-are-the?r=aaog1&utm_medium=ios&triedRedirect=true
Story Protocol Introduces Agent TCP/IP: An Agent-to-Agent Transaction System
A trustless framework for exchanging IP between agents via programmable contracts, enabling agents to initiate, trade, borrow, and sell agent-to-agent contracts on the Story blockchain network.
Source: https://x.com/storyprotocol/status/1868696340156538959?s=52&t=txFAbiSPTdLLDlAYj9X_AA
VanEck Unveils Strategic Investment in DAWN
Decentralized Autonomous Wireless Networks
“We think of DAWN as an "ISP launchpad" with the opportunity to transform the $385 billion internet services market through dramatically better unit economics, proprietary hardware, and token incentivized network effects”
Source: https://x.com/vaneck_us/status/1868654409544351999?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Presto Research: 2024 Crypto Market Review & 2025 Forecasts
An inaugural year-end report reviewing key trends of 2024 and providing forecasts for 2025.👇
Source: https://assets.ctfassets.net/m1hizt3hapq0/NV4eqRdRbwRw82z1jKHKU/b090f2939c40e848c7950163f7c57869/Presto_Research_From_Chaos_To_Clarity.pdf
Ethena Labs Launches USDtb, a New Stablecoin Backed by BlackRock’s BUIDL Fund
in Partnership with Securitize
Source: https://x.com/ethena_labs/status/1868657723799470361
Messari: Understanding GEODNET - Deep Dive
Founded in 2021, GEODNET is transforming global positioning services with a decentralized Real-Time Kinematics (RTK) network, providing precise, cost-effective GPS and GNSS corrections.👇
Source: https://messari.io/report/understanding-geodnet-a-comprehensive-overview
0xNairolf: Hyperliquid Auctions in Simple Terms
> Hyperliquid auctions set the price for listing a new token on the spot exchange.
> They are limited by time as only one auction can happen every 31 hours, and by price, as each auction always starts at twice the price of the last purchase before decreasing.
Source: https://x.com/0xnairolf/status/1868718021335990516?s=12&t=2q9OLMlaobNlHLewOXT4uA
tradetheflow: The Bullish Case for Solana (Re)staking
Is there now a compelling case for restaking on Solana?
> This post explore this question from different angles and explore the potential market opportunity of restaking on Solana
Source: https://twitter.com/tradetheflow_/status/1868982632702525851?s=46&t=2q9OLMlaobNlHLewOXT4uA
Ripple’s RLUSD is Now Live on Global Exchanges
Source: https://x.com/Ripple/status/1869011382852878592
Pudgy Penguins Launches $PENGU Token
> Claim here: claim.pudgypenguins.com
OG ETH/SOL Wallets Seems Eligible
⚠️ Double check links ⚠️
Source: https://x.com/pudgypenguins/status/1869004982328213543
Bybit Announced it will Discontinue Withdrawal and Custody Services in France by Jan 8, 2025.
> Bybit will initiate the transfer of any remaining funds to Coinhouse, a regulated French crypto-asset platform
Source: https://announcements.bybit.com/en/article/urgent-action-required-withdraw-your-assets-blt1cc27bcc231c3b4f/?category=latest_bybit_news
Archetype | Crypto x AI: 10 Categories We're Watching in 2025
> Agent-to-Agent Interaction
> Decentralized Agentic Organizations
> Agentic Multimedia Entertainment
> Generative/Agentic Content Marketing
> Next-Gen Art Tools/Platforms
> Data Markets
> Decentralized Compute
> Compute Accounting Standards
> Probabilistic Privacy Primitives
> Agentic Intents and Next-Gen User Trading Interfaces
Source: https://x.com/archetypevc/status/1868721824453812451
Ripple to Launch RLUSD Globally Tomorrow
Source: https://x.com/Ripple/status/1868688419276345823
Shoal Research: Vana Launches Mainnet, Pioneering Data Sovereignty with DataDAOs
Vana’s DataDAOs provides specialized pools where users can contribute data and earn when AI companies and other services use it for training.
> In this post, we breakdown the Vana DataDaos, how it works, how the $VANA token powers this ecosystem, and the type of DataDAOs available
Source: https://x.com/Shoalresearch/status/1868753239287775436
Monad Introduces Monad Foundation
Source: https://www.monad.xyz/post/introducing-monad-foundation
Michael Saylor: I think Trump is Serious About a National Bitcoin Reserve
Source: https://x.com/DeItaone/status/1868697283593920938
UK’s Financial Regulator Has issued a Warning Against ‘Retardio’
Source: https://x.com/tier10k/status/1868690902526693587?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Defi0xJeff: Data, Hidden Framework Powering AI Agents
The piece explores the role of data in powering AI agents, highlighting innovative frameworks like Grass Network and Cookie as key players in the AI-driven economy.👇
Source: https://vxtwitter.com/defi0xjeff/status/1868663256472330440?s=12&t=2q9OLMlaobNlHLewOXT4uA
December 15th~ Rollup
🐚 Research and Ideation 💡
- Chain of Thought: Weekly AI Edge
- Defi0xJeff: What Comes After Agent Tokenization?
- fmoulin7: The Bull Case for Hyperliquid
- Sealaunch: Echo Dune Dashboard