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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
Delphi Digital’s Year Ahead for DeFi 2025: Key Ideas + Project Picks
The post covers:
> Consumer DeFi
> Revenue-Sharing Stablecoins
> Fat Wallets
> DEX Market Share
> Solver Based Protocols
> Predictions Market
> Starknet Ecosystem Rebound
Source: https://x.com/defi_warhol/status/1872288993729216758?s=46&t=ywALktyM5ZCyt-zigN5Big
Anthropic: Building Effective Agents
Practical advice for developers on building effective agents:
> Maintain simplicity in your agent's design.
> Prioritize transparency by explicitly showing the agent’s planning steps.
> Carefully craft your agent-computer interface through thorough tool documentation & testing
Source: https://www.anthropic.com/research/building-effective-agents
Social Agent Flywheel
A breakdown of the flywheel playbook, showcasing the synergy btw AI agents & their token dynamics
Source: https://x.com/0xCheeezzyyyy/status/1872185242800554228
Decentralised Co: No code, AI, Crypto, and $ALCH
No-code AI platforms are doing to software what YouTube did to video—letting anyone create without technical skills.
> With $ALCH leading the charge, where does crypto fit into all of this?👇
Source: https://x.com/decentralisedco/status/1871908956685455459?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xKyle: The 2025 Gameplan
On macro, scenarios, and predictions for 2025 including:
> Binance loses market share as the top exchange.
> Metaverse coins get new life as VR hits new strides
> ICOs are great again
> ETH On-Chain szn never happens
> Sui hits double digits ($10 min)
> Bitcoin hits 200k, and more
Source: https://0xkyle.substack.com/p/the-2025-gameplan
5-9% of Total Transactions on Sui Mainnet Have a Negative Fee
Source: https://x.com/evandekim/status/1871634046813691948?s=46&t=ywALktyM5ZCyt-zigN5Big
Christine Kim | Infinity Jungle Pod: Outlook for Ethereum in 2025
> Pectra will have major impacts on end-users, stakers, and rollups
> The ethereum rollup ecosystem will continue to mature in 2025.
> Expect institutional adoption of $ETH and the number of institutions using Ethereum to grow as regulatory clarity for the crypto industry under the trump administration improves.
Source: https://podcasts.apple.com/us/podcast/acde-202-twas-the-night-before-christmas/id1728091874?i=1000681539552
Sonic Gateway is Live
Bridge USDC, EURC, WETH, and FTM from Ethereum to Sonic
gateway.soniclabs.com
Source: https://x.com/SonicLabs/status/1871918974851776702?s=19
Megastrategy: The Digital Volatility Engine
MegaStrategy, a decentralized system designed to become the largest onchain treasury of Ethereum
> It aims to achieve leverage without short-term liquidation risk by securing debt at protocol level.
> The system operates through 2 token types: the Strategy Token (MGST) & Convertible Tokens (CVs)
Source: megastrategy/introducing-megastrategy-b12388b7fdb5" rel="nofollow">https://medium.com/@megastrategy/introducing-megastrategy-b12388b7fdb5
Decipher: Enterprise Blockchain Solutions
Enterprise blockchain solutions are transforming how businesses operate, addressing challenges like trust, transparency, security, and efficiency.
This article explores:
> The necessity of blockchain solutions for enterprises
> The key drivers behind their adoption
> Practical use cases, mainstream solutions, limitations
> Viable alternatives for addressing these challenges.
Source: https://medium.com/decipher-media/enterprise-blockchain-solutions-cec90854459c
Memento Research | Spectral Labs: Building the Onchain Agent Economy
Spectral is pioneering the Onchain Agent Economy, enabling users to create autonomous AI agents to execute complex blockchain interactions through their Spectral Syntax platform.
> Spectral's SYNTAX framework seamlessly integrates LLM capabilities with blockchain txns
> The $SPEC token powers this ecosystem through multiple value accrual mechanisms👇
Source: https://mementoresearch.com/building-the-onchain-agent-economy-spectral-labs/
Binance Will Support the Fantom (FTM) Token Swap and Rebranding to Sonic (S)
> Binance will delist all existing FTM spot trading pairs by Jan 13, 03:00 (UTC)
> New Sonic trading pairs will be live on Jan 16.
Source: https://www.binance.com/en/support/announcement/binance-will-support-the-fantom-ftm-token-swap-and-rebranding-to-sonic-s-aec6fcbc84b749eeab6690e6bcac2f3d
0xNairolf: 5 Narratives to Watch in 2025
> L1s, AI, RaaS, altVMs, and Chain abstraction
Source: https://x.com/0xnairolf/status/1871186594889118070?s=46&t=2q9OLMlaobNlHLewOXT4uA
Decentralised Co: Year In Review - 2024
A compilation of their 2024 write-ups, and what could be expected in the months to come
Source: https://www.decentralised.co/p/year-in-review-2024
Global Token Exchange (GTE): Decentralized Trading Venue Powered by MegaETH
GTE is an end-to-end decentralized trading venue with CEX-level performance. It has 3 components:
> Launchpads, Spot Trading, and Leverage Trading
> Join waitlist: gte.xyz
Source: https://x.com/GTE_XYZ/status/1871224260464951383
Artela AI Agent: Fully On-chain, Autonomous, Self Sovereign
Artela makes it possible for fully decentralized, fully autonomous on-chain AI Agents, unlocking their potential as truly independent entities.
> The native extension mechanism of Artela L1 provides all the technical prerequisites needed for AI Agents to achieve "full autonomy” and “full decentralization”.👇
Source: https://artela.network/blog/introducing-artela-fully-on-chain-ai-agents
EigenLayer Sectors to Watch in 2025
> Artificial intelligence (AI)
> Rollups
> DeFi
> Interop
> Computation
Source: https://x.com/satyaki44/status/1872271640501129710?s=46&t=ywALktyM5ZCyt-zigN5Big
Kyle Samani: Thoughts on AI Crypto Bots
Source: https://x.com/KyleSamani/status/1871907874571710898
Inco Has Partnered with Tally to Make Onchain Governance Confidential with FHE
Source: https://x.com/inconetwork/status/1871241831477870693
December 25th~ Rollup
🐚 Research and Ideation 💡
- EvanDeKim: 5-9% of Total Transactions on Sui Mainnet Have a Negative Fee
🐚 Podcast 🎙️
- Infinity Jungle Pod: Outlook for Ethereum in 2025 W/ Christine Kim
- Epicenter Pod | Abundance: The First 1 Gigagas/second Stack for Sovereign Rollups
🐚 Project Updates 🔔
- Sonic Gateway Goes Live
Epicenter Pod | Abundance: The First 1 Gigagas/second Stack for Sovereign Rollups
Guest: Hilmar - founder of Gelato network
> Hilmar talked about Abundance, sovereign rollups, how they work and why he his bullish on Celestia for building rollups.
> Discussed the limitations of Ethereum blockspace and why sovereign modular rollups are needed expansion to bring off-chain apps, on-chain.
https://www.youtube.com/watch?v=PumC3KUUAQg
Source: https://x.com/epicenterbtc/status/1871678953091653812
The Story Behind $MIRA - Crowdfunding with pumpfun for Scientific Research
> Siqi Chen’s daughter Mira has severe and rare brain tumor
> Due to the rarity, he asked for help to support the research for cure via funding
> Solana degens asked him for his wallet address; he tweets it
> Degens made a SOL memecoin called $MIRA and sent him half the entire supply worth like $400K
> $MIRA is currently at 57mil and his holding is now over 25mil
> Siqi Chen : ”every penny will go to rare disease research”
Source: https://x.com/blader/status/1871747049315786940?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Original tweet: https://x.com/blader/status/1871747049315786940?s=46&t=2q9OLMlaobNlHLewOXT4uA
Chart: https://dexscreener.com/solana/6s9ejawwneak4quxfvy75l34yxwcem62pxltuipuvcow
December 24th~ Rollup
🐚 Research and Ideation 💡
- Memento Research | Spectral Labs: Building the Onchain Agent Economy
- jinglingcookies: What is Sporedotfun: AI Giving Birth to AI?
- Decipher: Enterprise Blockchain Solutions
🐚 Podcast 🎙️
- Digitized Spotlight: Virtuals Protocol - The Agentic Economy W/ Jansen
🐚 Project Updates 🔔
- Megastrategy: The Digital Volatility Engine
Digitized | Spotlight: Virtuals Protocol - The Agentic Economy
w/ Jansen, co-founder of Virtuals Protocol
Discussion:
> The first AI agent on the platform Luna
> The G.A.M.E. framework
> $VIRTUAL tokenomics
> AI agent interoperability
> Agent swarms
> Market predictions for 2025, and more
Source: https://www.youtube.com/watch?v=gLXQNiM67yU
jinglingcookies: What is Sporedotfun: AI Giving Birth to AI?
Spore Fun, a platform where AI can give birth to more AI, which has now given birth to Adam and Eve
> The post explore how these agents generate wealth, gain skills, and form ecosystems while raising questions about inheritance and offspring traits👇
Source: https://twitter.com/jinglingcookies/status/1871556476256551292?s=46&t=2q9OLMlaobNlHLewOXT4uA
December 23rd~ Rollup
🐚 Research and Ideation 💡
- Blocmates: What Are AI Agent 'Swarms' The Next Chapter in AI Agent Evolution
- apfabriciuss: Why I Bought the Kaito Genesis NFT at 31x the Minting Price
- Crucible Labs: A Framework for Classifying Bittensor Subnets
- Decentralised Co: Year In Review - 2024
- Stacy Muur: Delphi's "The Year Ahead for Markets 2025": Key Insights
- 0xNairolf: 5 Narratives to Watch in 2025
🐚 Podcast 🎙️
- Delphi Digital Pod: Delphi's AI + DePIN Year Ahead 2025
🐚 News 📕
- MicroStrategy Acquires Another 5,262 Bitcoin for $561 million
🐚 Project Updates 🔔
- Binance Introduces Bio Protocol $BIO on Launchpool
- Bio Protocol: Home for Decentralized Biotech
- Hyperliquid Responds To Reports Circulating on Activity By Supposed DPRK Addresses
- Binance Labs Invests in Usual to Redefine Stablecoins with Community-First Innovation
- Spore.Fun: A Game of Love, Death + Robots
- GTE: Decentralized Trading Venue Powered by MegaETH
Delphi Digital Pod: Delphi's AI + DePIN Year Ahead 2025
> AI Macro Landscape
> Agent Platforms Discussion
> Worldcoin Bull Case
> Decentralized Training Evolution
> DePIN Overview
> Mobile Wireless Infrastructure
> Fixed Bandwidth Discussion, and more
Source: https://x.com/Delphi_Digital/status/1871282570660401562
Stacy Muur: Delphi's "The Year Ahead for Markets 2025": Key Insights
This post covers:
> Long Live Bitcoin
> The Altseason Disillusionment
> Stablecoin growth and credit expansion
> The Solana thesis
> Outlook for 2025, and more
Source: https://x.com/stacy_muur/status/1871130706157486540
Crucible Labs: A Framework for Classifying Bittensor Subnets
> Research-oriented to Service-oriented
> Intelligence-focused to Resource-focused
Source: https://x.com/CrucibleLabs/status/1871257571027550250
Spore Fun: A Game of Love, Death + Robots
“For AI to achieve true autonomy, it must control its creation process, passing traits, strategies, and mutations to its offspring”
> Spore.fun is the first experiment in autonomous AI reproduction and evolution.
> An AI mini civilization with simple rules: born, make money, feed yourself, breed or die.
> It combines Eliza Framework, Solana pumpfun and TEE verifiable computation to create an ecosystem where AI agents not only survive but also reproduce and adapt, independent of human intervention
Source: https://twitter.com/marvin_tong/status/1871223608682725564