Driving Value to $ai16z with a Native Launchpad
The post explore how launching a native launchpad and no-code agent builder, can be the key growth driver for ai16z DAO’s value
Source: https://x.com/563defi/status/1870201308273361028?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Designing Onchain: The Problem and What Makes a Great Design
The real power of design is about “creating clarity—clarity for teams, for communities, and for anyone engaging with what you’ve built”
> This article discuss the problem with design, and highlights what makes a designer stand out: identity, experience, and strategy.
Source: rm/designing-onchain" rel="nofollow">https://paragraph.xyz/@rm/designing-onchain
Messari: The Crypto Theses 2025
The report cover the following topics:
> State of Crypto
> Macro
> Policy
> Rise of Solana
> Crypto Venture
> DePIN's Breakthrough
> Sector Theses
> Memecoins, AI, and more
Source: https://messari.io/report/the-crypto-theses-2025
Binance US: Looking Ahead to 2025
The Binance US leadership has revealed they are focused on restoring USD services by early 2025, despite challenges faced from SEC.
Source: https://blog.binance.us/2024-letter/
⚡️Thanks For 7k Subscribers⚡️
Shoal was founded on the principles of making highly complex topics easy to digest. We aim to continue unraveling new fringe ideas and concepts within AI, DeFi, infrastructure, and beyond.
Open Door: If you are a project, investor, or researcher working on something interesting, we would love to chat.
DMs are also open for feedback @zaddycoin 🫡
👉 Follow us on twitter: x.com/shoalresearch
Deep Dive into FARM: A Generative AI Game Built on Hyperliquid
Source: dpycm/the-farmily-c27017f6b711" rel="nofollow">https://medium.com/@dpycm/the-farmily-c27017f6b711
Mental Models for DePIN Projects
Source: https://banksyweb3.beehiiv.com/p/12-mental-models-for-depins
Kaito’s Phase 1 Genesis Mint is Now Live
Source: https://opensea.io/collection/kaito-genesis/overview
ARC Agents: Gaming Will Unlock AGI
> Gaming is the key to unlocking AGI.
> ARC & [Redacted] serve as the foundational platform making this future a reality.
> End game: an open-source innovation movement powered by an AI x gaming framework connected by Neuron token ($NRN)
Source: https://x.com/arcagents/status/1869754171177771331?s=12&t=2q9OLMlaobNlHLewOXT4uA
Robbie Petersen: You're Not Bullish Enough On Stablecoins
This post argues stablecoins are becoming “the foundation for a neo-digital financial system”, with fintech giants adopting them to reduce costs and boost profits
> This signals a shift toward revenue-sharing stablecoin models that benefit distributors.
> It predicts rapid adoption driven by strong network effects and competitive pressures.
Source: https://twitter.com/robbiepetersen_/status/1869807770406375765?s=12&t=2q9OLMlaobNlHLewOXT4uA
SEC Has Approved Hashdex Nasdaq Bitcoin and Ethereum Crypto Index US ETF
Source: https://x.com/News_Of_Alpha/status/1869877168882274478
ionet Has Partnered with Zerebro to Power the AI Agent’s Ethereum Validator Operations
> ionet’s globally distributed GPU clusters will run Zerebro’s Ethereum consensus & execution clients.
Source: https://x.com/ionet/status/1869058010896863588
Hyperliquid Assistance Fund Has Purchased an Additional 151,010 $HYPE at $24.899 Avg Price in the Last 48hrs
Source: https://x.com/ThorHartvigsen/status/1869670966290264326
Four Pillars | AI Agent Wave: In Crypto, Technology Develops Alongside LARPing
Examining the current status of crypto X AI agents amid exaggerated technological imagination and speculative demand, and outlook for the future.
Source: https://4pillars.io/en/articles/ai-agent-wave
Syndica | Deep Dive: Solana DePIN - Nov 2024
> Hivemapper achieves 796% revenue growth
> Sourceful energy with 274% increase.
> Render contributors received ~$2k on average
> Helium’s demand extended a 6-month uptrend.
> Roam by MetaBlox user count surged 4.6x in Nov
> Xnet has burned $68M worth of tokens.
> Grass is now collecting 131 TB of data per day
> Nosana revenue is up by 18%, and more👇
Source: https://blog.syndica.io/deep-dive-solana-depin-november-2024-2/
Hashed Thesis 2025: Leading Blockchain’s Global Adoption with Asia at Its Core
This investment thesis unfolds across three sections:
> A data-driven analysis of their 2024 investment thesis
> Exploring why Asia continues to be the epicenter of Web3 innovation.
> Theses on what lies ahead in 2025
Source: https://medium.com/hashed-official/hashed-thesis-2025-leading-blockchains-global-adoption-with-asia-at-its-core-afce2e399fb5
Ethereum 2024 Staking Insights & Analysis
Source: https://everstake.one/crypto-reports/ethereum-2024-staking-insights-and-analysis
Delphi Digital: The Year Ahead for AI + DePIN 2025
The report cover topics like:
> Is pretraining hitting a wall?
> Do the scaling laws hold for test time compute?
> How do we solve reasoning?
> When will the nation-state race begin?
> Can networks achieve sustainable economics?
> How will regulation impact network growth?
> Which sectors will see mainstream adoption first?
Source: members.delphidigital.io/reports/the-year-ahead-for-ai-depin-2025#key-takeaways
Binance Futures to Launch Perpetual Contracts for $AIXBT, $FARTCOIN, $KMNO, and $CGPT
Source: https://www.binance.com/en/support/announcement/binance-futures-will-launch-usd%E2%93%A2-margined-aixbtusdt-fartcoinusdt-kmnousdt-and-cgptusdt-perpetual-contracts-with-up-to-75x-leverage-804bea6cf51a4edc9079962ff77bb3b1
Hyperliquid’s $HYPE Reaches New ATH
Trades above $30
Source: app.hyperliquid.xyz/trade/HYPE/USDC
OpenSea Foundation is Live
Source: https://x.com/opensea/status/1870121815982649823
December 19th~ Rollup
🐚 Research and Ideation 💡
- Syndica: Deep Dive: Solana DePIN - Nov 2024
- Four Pillars: AI Agent Wave: In Crypto, Technology Develops Alongside LARPing
- Presto Research: The Farm Keeper, The Farm: AI Agents and Hyperliquid
- Spire Labs: How Do Based Rollups Actually Work?
- Coinbase: 2025 Crypto Market Outlook
- Robbie Petersen: You're Not Bullish Enough On Stablecoins
- ARC Agents: Gaming Will Unlock AGI
🐚 News 📕
- Hawk Tuah Memecoin Investors Sue Promoters Over US Registration
- SEC Approves Hashdex Nasdaq Bitcoin & Ethereum Crypto Index US ETF
🐚 Project Updates 🔔
- Kaito AI Announces Genesis NFT Collection
- Masa Partners with Virtuals Protocol to Power the Future of Sentient AI Agents
- Hyperliquid Assistance Fund Purchased 151,010 $HYPE at $24.899 Avg Price
- ionet Partners with Zerebro to Power its Ethereum Validator Operations
Mo Shaikh, Co-founder of Aptos Labs, Steps Down as CEO of the Company
Source: https://x.com/moshaikhs/status/1869851984129569194?s=46&t=2q9OLMlaobNlHLewOXT4uA
Coinbase: 2025 Crypto Market Outlook
Annual crypto report that provides investors with deep dives that span the crypto universe, from altcoins to ETFs, staking to gaming, and more.
Coinbase’s Key themes for 2025 include:
> The macro landscape
> Blockchain metagames
> Transformative innovations
> Changing user experiences.
Source: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook
Spire Labs: How Do Based Rollups Actually Work?
A break down of what happens when a user sends a transaction👇
Source: https://x.com/spire_labs/status/1869724672784572776?s=46&t=2q9OLMlaobNlHLewOXT4uA
Presto Research: The Farm Keeper, The Farm: AI Agents and Hyperliquid
Interview with the Farm's founder discussing:
> Thoughts on AI agents, and how they will evolve
> Why build on Hyperliquid?
> The short & long term goals for The Farm, & more
Source: https://www.prestolabs.io/research/the-farm-keeper-the-farm-ai-agents-and-hyperliquid
Masa Partners with Virtuals Protocol to Power the Future of Sentient AI Agents
> The Masa real-time social data will power the next-generation of sentient AI agents in Virtuals
> Masa has also introduced TAO CAT ($TAOCAT), Masa’s flagship AI agent to the Virtuals’ ecosystem
Source: https://x.com/getmasafi/status/1869743680275308655
Hawk Tuah Memecoin Investors Sue Promoters Over US Registration
The lawsuit says the “Hawk Tuah” cryptocurrency sellers and promoters never registered the US-marketed memecoin with the SEC and left investors out to dry during a 90% crash
Source: news.bloomberglaw.com/securities-law/hawk-tuah-memecoin-investors-sue-promoters-over-us-registration?campaign=75902A8A-BE22-11EF-BDB6-F61EE868CE0C
Kaito AI Announces Genesis NFT Collection
> Total supply is 1500, minting in three phases
> Phase 1: Kaito's early users & supporters (~66%) Dec 20th, 12PM UTC
> Phase 2: Eligible users who added their wallet on Yaps(~33%), Dec 22nd, 12PM UTC
> Phase 3: if any left to mint, Dec 24th, 12PM UTC
> Mint cost: 0.1 ETH
Source: https://x.com/_kaitoai/status/1869735758472606026