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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
December 18th~ Rollup
🐚 Research and Ideation 💡
- Decentralised Co: DePIN in Energy Supply Chain
- satyaki44: EigenLayer Ecosystem Map 2024
- ahboyash: Upcoming TGEs & Airdrop Opportunities Across Ecosystems
- Squads Research | Blockchains vs. Bureaucracy: The Costs Of Curtailing Innovation
- Flipside: 2024 Onchain Users Report
- Delphi Digital: Sector Performance Dashboard
- Shoal Research is Supporting the Solana AI Hackathon as a Distribution Partner!
- Fireblocks: The Four Pillars for Building Operational Security in Digital Assets
- thePalenimbus: Hyperlane's 2024 -Year 1, Expansion Era
- Ethresearch: Methods for Post-Quantum Ethereum Transaction Signature
- 2077 Research: How To Make Cross-Chain Tokens Fungible Again: Part I
- Delphi Digital: The Year Ahead for DeFi 2025
🐚 News 📕
- Powell: Fed Not Allowed to Own Bitcoin: BBG
🐚 Project Updates 🔔
- Sonic Labs Launches Sonic Mainnet
- Ethena Enters into a Strategic Partnership with Trump’s World Liberty
- Panoptic Mainnet is Now Live on Ethereum
- Trojan Secures Domain “Trojan.com” for $420K
- Valhalla: Perpetuals Exchange Built on MegaETH
- Claynosaurz #8755 Sold for 500 SOL (~$104K)
- Kernel DAO $KERNEL Tokenomics Are Out
- Masa Introduces the Fair AI Universe
- Sophon Mainnet is Now Live
- MetaDAO Shipped a New Site “metadao.fi”
- Privy Introduces Server Wallets
🐚 Raises 💰
- Plume Raises $20M in a Series A Funding Round to Revolutionize RWAs
Privy Introduces Server Wallets: Direct Access to Privy's Wallet Infrastructure via Powerful APIs
> App backends can create/manage wallets via APIs so you can power money movement at scale
> Server wallets combine key splitting with secure enclaves to ensure only the appropriate party can reconstitute keys and run txs.
Source: https://x.com/privy_io/status/1869401858344899032?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2077 Research: How To Make Cross-Chain Tokens Fungible Again: Part I
This two-part report examines the rationale for introducing a sovereign-bridged token standard and provide a comprehensive overview of the ERC-7281 (also known as xERC-20) specification.
> Part 1 introduces the problem (non-fungibility of bridged tokens) and analyzes current solutions.
Source: https://research.2077.xyz/making-crosschain-tokens-fungible-part-1#introduction
Ethresearch: Methods for Post-Quantum Ethereum Transaction Signature
The rise of quantum computing demands urgent action to secure Ethereum, particularly its transaction signatures vulnerable to Shor’s Algorithm.
> Vitalik had highlighted one of the main Ethereum components potentially vulnerable to quantum attacks is Ethereum transaction signatures (notably using ECDSA)
> This post analyze a possible post-quantum replacement for Ethereum transaction signature.
Source: https://ethresear.ch/t/so-you-wanna-post-quantum-ethereum-transaction-signature/21291
Fireblocks: The Four Pillars for Building Operational Security in Digital Assets
This webinar discuss what it means to build sound operational security, including the four pillars needed to build an effective security posture from Day 0:
> Building your team with trust
> System design: map and monitor all external infrastructure dependencies
> Continuous improvement: build with security in-mind
> Red teaming and incident preparedness
Source: https://fireblocks.wistia.com/medias/mw53y58fwq?utm_campaign=3584360-Email%20Nurture%20Sequence%20%7C%20Short%20Term%20Drip%3A%20Catch-All%2FGeneric&utm_medium=email&_hsmi=336629706&utm_content=336629706&utm_source=hs_automation
Kernel DAO $KERNEL Tokenomics Are Out
> 55% Community Rewards & Airdrops
> 20% out of it for airdrops across seasons
> Season 1 Allocation: 10% of total supply
> Spanshot date: Dec 31, 2024
> $KERNEL TGE is slated for early Q1 2025.
> Eligibility: Earn Kelp Miles / Kernel Points
Source: https://x.com/kernel_dao/status/1869427520044707885
Sector Performance Dashboard by Delphi Digital
Shows the recent performance of various Sectors
Source: https://members.delphidigital.io/data/apps/sector-performance?endDate=2024-12-18&refDate=2023-12-31
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
Delphi Digital: The Year Ahead for DeFi 2025
Critical trend, innovations, and challenges expected to shape DeFi landscape in 2025:
> Consumer defi (spending & crypto banking)
> zkTLS: use-cases like undercollateralized lending
> Stablecoins 2.0
> Fat wallet & front-end thesis
> Dex/acc -> sorella, uni v4, bunni, fluid, more
> Prediction markets
> Starknet defi
https://members.delphidigital.io/reports/the-year-ahead-for-defi-2025
Source: https://x.com/ceterispar1bus/status/1869508867929084215
MetaDAO Shipped a New Site “metadao.fi”
A much more improvement in terms of speed and UX
Source: https://x.com/metaproph3t/status/1869094934445433141?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Sophon Mainnet is Now Live
Sophon aims to create the ultimate destination where everyday digital engagement generates real value for those who contribute.
> Mainnet launch marks the end of Phase 1 of the Sophon Farming program.
Source: https://x.com/sophon/status/1869427009278914935
Hyperlane's 2024 -Year 1, Expansion Era
Recap of Hyperlane in 2024 & what’s to come 2025
Source: https://x.com/thePalenimbus/status/1869416578309349858
Masa Introduces the Fair AI Universe
Masa is a decentralized network for Fair AI, where you earn by contributing data.
> The introduction of Fair AI Universe unites three pillars: AI Agents, Real-Time Data, and AI Tokens.
> Masa Universe enables AI developers to build self improving AI Agents powered by Real-time data👇
Source: https://x.com/getmasafi/status/1869431940887028012
Shoal Research is Proud to Support the Solana AI Hackathon as a Distribution Partner!
> $260K+ USDC in prizes
> Tier-1 judges from VCs to founders
> 7 themes
> Deadline: Dec 23rd
> Submit your project here👇
www.solanaaihackathon.com/submit
Source: https://x.com/Shoalresearch/status/1869446286749147426
Solana NFT Claynosaurz #8755 Sold for 500 SOL (~$104K)
> Check on Solscan
Source: https://x.com/degeneratenews/status/1869478027463406005?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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