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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
Dune Dashboard to Monitor Ai16z DAO
Source: https://dune.com/seoul/ai16z
Labs Company & Foundations: Their Complementary & Opposing Roles in Blockchain Ecosystems
> Labs company are main company that builds the technology
> LabsCo often sells equity with the promise of future tokens
> All LabsCos are for profit companies.
> LabsCo owe its duties to the founders, team & investors
> Foundation is often a creation of the LabsCo.
> Created to remove risks from project teams ahead of TGE
> Foundation owes its duties to the ecosystem.
Source: https://twitter.com/wassielawyer/status/1870465036948558171?s=52&t=txFAbiSPTdLLDlAYj9X_AA
SEC Fines Jump Trading Subsidiary $123M for Propping up TerraUSD Stablecoin During Depeg
Source: https://x.com/TheBlock__/status/1870528573448110395
Unichain Mainnet to Launch Q1 2025 and will go Live with Permissionless Fault Proofs from Day 1
Source: https://www.unichain.org/blog/wen-unichain-mainnet
Is Ethena a Systematic Risk to DeFi or its Savior?
The piece explores Ethena's meteoric rise to $5.5B in TVL, its integrations with top DeFi protocols, and its dual potential to either to destroy DeFi or bring it to a new renaissance
Source: https://x.com/diogenescasares/status/1870378294400692343?s=46&t=2q9OLMlaobNlHLewOXT4uA
HyperLend: The Liquidity Backbone of the Hyperliquid Ecosystem
Explore how HyperLend is reshaping the DeFi landscape with purpose and precision as they prioritizes user needs, maximizes efficiency, and ensures transparency.
Source: https://x.com/hyperlendx/status/1870183584696340481
Cowswap Liquidate a User’s Position on Fluid
Source: https://twitter.com/smykjain/status/1869825645481734332?s=46&t=ywALktyM5ZCyt-zigN5Big
Defi0xJeff: AI Agents in 2024: A Recap and What’s Next (Part 1/2)
Exploring the rapid growth of AI agents in 2024, highlighting key innovations and new narratives in entertainment, DeFi, and open-source frameworks👇
Source: https://twitter.com/Defi0xJeff/status/1870142659320492331
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
How to Get Rich With Crypto AI Agents (without getting lucky)
When Shift Happens Pod W/ Weekee Tiew, co-founder of Virtuals
Discussion:
> Why does Crypto AI Matter?
> Why AI Agents Matter
> What is Virtuals?
> Luna: AI Agents Hiring Humans
> The Future of AI Agents
> AI Agents Running Businesses, and more
Source: https://www.youtube.com/watch?v=DGLBLLYSFnE
Shoal Research: Breakdown of the Vana Staking
VANA holders can earn up to an impressive ~300% APY by staking $VANA to DataDAOs they align with on the Vana Network.
> In this post, we discuss the VANA staking model, how to stake, and how to maximize staking returns
Source: https://x.com/shoalresearch/status/1870541496186966312?s=46&t=txFAbiSPTdLLDlAYj9X_AA
knwang: Types of AI Search Engine
> A search engine mainly powered by AI to process and retrieve results
> A search engine designed to find and match AI agents based on capabilities
Source: https://x.com/knwang/status/1870477676865351774
December 20th~ Rollup
🐚 Research and Ideation 💡
- Jim Cramer: You always had to BUY the fear not sell it
- Banksyweb3: Mental Models for DePIN Projects
- dpycm: Deep Dive into FARM: A Generative AI Game Built on Hyperliquid
- Delphi Digital: The Year Ahead for AI + DePIN 2025
- Messari: The Crypto Theses 2025
- Everstake: Ethereum 2024 Staking Insights & Analysis
- RM: Designing Onchain
- Hashed Thesis 2025
- 563defi: Driving Value to $ai16z with a Native Launchpad
- Jason | Delphi Digital : Planet of the Apps – Hyperliquid
- Defi0xJeff: AI Agents in 2024: A Recap and What’s Next (Part 1/2)
- Darren Lau: Compilation of Research Reports on Hyperliquid
- smykjain: How Cowswap Liquidate a User’s Position on Fluid
- HyperLend: The Liquidity Backbone of the Hyperliquid Ecosystem
- DiogenesCasares: Is Ethena a Systematic Risk to DeFi or its Savior?
🐚 Project Updates 🔔
- Kaito’s Phase 1 Genesis Mint is Now Live
- OpenSea Foundation is Live
- Binance Futures Adds $AIXBT, $FARTCOIN, $KMNO, and $CGPT
- Binance US Aims to Restore USD Services by Early 2025
- SendAI Launches the Solana Agent Kit
- Vapour: Hyperliquid Native Agent Launchpad Powered by ai16z
Vapour: Hyperliquid Native Agent Launchpad Powered by ai16z
> In the future $VAPOR will power the platform
Source: https://twitter.com/shawmakesmagic/status/1870181196287943038
SendAI Launches the Solana Agent Kit
An open-source toolkit to easily build AI agents that can trade & interact autonomously on Solana
> Featuring integrations with 15+ Solana protocols.
Source: https://x.com/sendaifun/status/1870252848564392004
Compilation of Research Reports on Hyperliquid
Source: https://x.com/darrenlautf/status/1869961681671184629?s=46&t=ywALktyM5ZCyt-zigN5Big
Jason | Delphi Digital : Planet of the Apps – Hyperliquid
Why Hyperliquid is worth keeping an eye on for the year ahead.
Source: https://twitter.com/3xliquidated/status/1870162000896307371?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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