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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
Binance Labs Invests in Usual to Redefine Stablecoins with Community-First Innovation
> Usual is a secure and decentralized RWA-backed stablecoin issuer that redistributes value and ownership through the $USUAL token.
Source: https://x.com/BinanceLabs/status/1871209616690082120?t=rAdLV24ZWXKziv2rYAmlKA&s=35
Hyperliquid Responds To Reports Circulating Regarding Activity By Supposed DPRK Addresses
> “There Has Been No DPRK Exploit - Or Any Exploit For That Matter - Of Hyperliquid"
> “All User Funds Are Accounted For”
Source: https://x.com/DegenerateNews/status/1871229324755382530
Binance Launchpool Introduces Bio Protocol $BIO
> Binance will list BIO on 2025-01-03 10:00 (UTC)
Source: https://x.com/binance/status/1871141508675407908
Blocmates: What Are AI Agent 'Swarms' The Next Chapter in AI Agent Evolution
Just like bees, ants, and certain groups of human beings often form swarms to maximize efficiency, Agent swarms are much the same.
> Banding specialized agents to communicate & work together toward a common goal creates a swarm
> One advantage is less risk of catastrophic failure if one of the agents decides to go rogue.👇
Source: https://www.blocmates.com/articles/what-are-ai-agent-swarms---the-next-chapter-in-ai-agent-evolution
Uncommon Core Pod: Ethereum & Solana - MEV & Beyond
W/ Robert Miller @ Flashbots. They breakdown:
> Ethereum’s roadmap & L1 vs. L2
> Solana & Ethereum MEV
> Multiple concurrent proposers (MCP) vs. Multiple concurrent builders (MCB)
> Flashbots’ Rollup-Boost & BuilderNet
Source: https://www.youtube.com/watch?v=PLq-75nM3dE
Concerns Around Hyperliquid Security
How the $2.3B USDC in Hyperliquid's Arbitrum bridge faces potential risks if 3 of 4 validators are compromised
Source: https://twitter.com/0xcygaar/status/1871037756975047153?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Kaito to Distribute all NFT Mint Proceeds to the Top 1000 Yaps Users (150 ETH)
> 0.2 ETH to top 1-500
> 0.1 ETH to 501-1000
> Snapshot for top 1000 to be taken by Jan 1
> ETH will then be distributed on Jan 2nd
Source: https://x.com/_kaitoai/status/1870807824751886611
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
Bull Thesis for Kaito: Why I Bought the Kaito Genesis NFT at 31x the Minting Price
“My bet is on crypto products with real product-market fit —Kaito”
Source: https://x.com/apfabriciuss/status/1871150442689753580
Bio Protocol: Home for Decentralized Biotech
BIO is a launchpad & liquidity protocol for BioDAOs, with $BIO as its native governance token
> BIO TGE on Ethereum Mainnet on Jan 3
> BIO is 100% community-owned in year 1
> Total BIO supply: 3.2B
> 56% to be distributed to Ecosystem + Community
> $BIO will unlock over 6 years
Source: https://x.com/bioprotocol/status/1871154879156359326
MicroStrategy Acquires Another 5,262 Bitcoin for $561 million, Now Holds 444,262 BTC
Source: https://x.com/saylor/status/1871179886036910278
December 22nd~ Rollup
🐚 Research and Ideation 💡
- 2077 Research | Nuffle: Ethereum's Finality-As-A-Service Layer
- 0xCygaar: Concerns Around Hyperliquid Security
- Defi0xJeff | AI Agents in 2024: A Recap and What’s Next (Part 2/2)
🐚 Podcast 🎙️
- Uncommon Core Pod: Ethereum & Solana - MEV & Beyond
🐚 Project Updates 🔔
- Kaito to Distribute all NFT Mint Proceeds to Top Yaps Users
Defi0xJeff | AI Agents in 2024: A Recap and What’s Next (Part 2/2)
Exploring the infrastructure and trends shaping the future of AI agents.
> How AI agent will reshape our thinking about autonomy, intelligence, and collaboration in 2025
Source: https://x.com/Defi0xJeff/status/1870878345979908321
2077 Research | Nuffle: Ethereum's Finality-As-A-Service Layer
> NFFL: Nuffle Labs' Fast Finality Layer
> This paper examines NFFL's innovative approach to enabling cross-rollup state verification, its architectural design, development roadmap & more
Source: https://research.2077.xyz/nuffle-ethereums-finality-as-a-service-layer#introduction
December 21st~ Rollup
🐚 Research and Ideation 💡
- knwang: Types of AI Search Engine
- Shoal Research: Breakdown of the Vana Staking Model
- Wassielawyer: Overview of Labs Company & Foundations
- Seoul: Dune Dashboard to Monitor Ai16z DAO
🐚 Podcast 🎙️
- When Shift Happens Pod: How to Get Rich With Crypto AI Agents
🐚 News 📕
- SEC Fines Jump Trading Subsidiary $123M
🐚 Project Updates 🔔
- Unichain Mainnet to Launch Q1 2025
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