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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
Over $1.50 Trillion was Wiped Out from the US Stock Market Today
Source: https://x.com/WatcherGuru/status/1869489825902146036
Powell: Fed Not Allowed to Own Bitcoin: BBG
Source: https://x.com/News_Of_Alpha/status/1869474069873065991
Squads Research | Blockchains vs. Bureaucracy: The Costs Of Curtailing Innovation
The report analyzes how debanking and heavy-handed regulation threaten innovation and why onchain systems offer a path forward.
> It shows how blockchain technologies like smart accounts offer alternatives to traditional banking, offering options for those who have been debanked
Source: https://squads.so/blog/blockchains-vs-bureaucracy
Panoptic Mainnet is Now Live on Ethereum
Panoptic is a DeFi-native options trading platform
> Backed by Uniswap Labs Ventures and others
> Panoptic integrates with Uniswap v3 and v4
> Earn points (Pips) on your deposits and trades
Source: https://x.com/panoptic_xyz/status/1869416288793288731?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Upcoming TGEs & Airdrop Opportunities Across Ecosystems
This post covers:
> Airdrops available for claiming
> Projects to farm and ones to keep eyes on
⚠️ Double Check All Links ⚠️
Source: https://twitter.com/ahboyash/status/1869372284684915122?s=46&t=2q9OLMlaobNlHLewOXT4uA
Plume Raises $20M in a Series A Funding Round to Revolutionize RWAs
Source: www.plumenetwork.xyz/blog/series-a
Decentralised Co: DePIN in Energy Supply Chain
Despite being the cheapest energy source, Solar faces adoption hurdles like monopolized grids and high costs. However, it is ready for disruption as DePINs are poised to capture a massive share of all new energy investment
> Decentralising the energy supply chain, turning solar power into a $100B opportunity.
Source: https://x.com/decentralisedco/status/1869098335510151201?s=46&t=ywALktyM5ZCyt-zigN5Big
Blockworks Research: Base Ecosystem Update
Exploring how Base has emerged as a dominant L2 In just a year and a half since launch:
> Base pulled in more inflows than Solana over the last 90 days.
> Lending markets exploded from $150M to $1B+ YTD.
> Aerodrome owns the DEX landscape, commanding 62% market share vs Uniswap's 29%.
> AI agents are the breakout story.
> Memecoin activity keeps driving volume👇
Source: https://x.com/blockworksres/status/1869066153265610911?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Flipside: 2024 Onchain Users Report
A broad overview of onchain user activity & growth through 2024 via a more actionable, multi-variate metrics that offer a new way to evaluate onchain user health heading into 2025
> October 2024 saw a record 19.4M newly acquired users, with Base contributing 13.7M👇
Source: https://drive.google.com/file/d/1D4xf1pd1DcRPUbEiM5mYqoQvHnxHYwsB/view
Valhalla: Perpetuals Exchange Built on MegaETH
Valhalla redefines perpetuals trading by combining DeFi primitives with perpetual markets.
Source: https://x.com/valhallaperps/status/1869412418021196030?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Trojan Secures Domain “Trojan.com” for $420K
Source: https://x.com/reethmos/status/1869416052507255194?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Ethena Has Entered into a Strategic Partnership with Trump’s World Liberty
There is a proposal to add sUSDe to WLFI's upcoming Aave instance as a core collateral asset
Source: https://x.com/ethena_labs/status/1869413534125510677
Sonic Labs Launches Sonic Mainnet
Source: https://blog.soniclabs.com/sonic-mainnet-launch-evm-compatible-verifiable-10-000-tps-and-sub-second-finality/
December 17th~ Rollup
🐚 Research and Ideation 💡
- tradetheflow: The Bullish Case for Solana (Re)staking
- MixBytes: Modern DEXes, How They're Made - CoW Protocol
- 0xNairolf: Hyperliquid Auctions in Simple Terms
- Messari: Understanding GEODNET - Deep Dive
- SecondLane: November Market Insights
- Arthur Hayes: Trump Truth
- Blockworks Research: Base Ecosystem Update
🐚 Podcast 🎙️
- Taiki Maeda Pod: Making it Back after Losing it All
🐚 Project Updates 🔔
- Pudgy Penguins Launches $PENGU Token
- Ripple’s RLUSD is Now Live on Global Exchanges
- Tether Invests In StablR To Promote Stablecoin Adoption In Europe
EigenLayer Ecosystem Map 2024
112 Projects. 12 Categories.
Source: https://x.com/satyaki44/status/1869032000008679789?s=46&t=ywALktyM5ZCyt-zigN5Big
Arthur Hayes: Trump Truth
A high-level synopsis of Trump's goals and evaluation of how each bloc or nation reacts.
> Hayes predicts a massive dollar vs. gold devaluation early into Trump’s first 100 days in office
> “The crypto markets will experience a harrowing dump around Trump’s Jan 20th 2025 inauguration day.”
> “Trump Truth tells me the best way to maximize returns is to own Bitcoin and crypto.”
Source: https://cryptohayes.substack.com/p/trump-truth?r=aaog1&utm_medium=ios&triedRedirect=true
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