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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
Blockworks: Predictions for 2025
> Stablecoins hit 500B market cap.
> Either Stripe or Robinhood launch their own stablecoin
> Robinhood launches an arbitrum Orbit L2 to take on base
> An AI agent overtakes aixbt as the most valued agent and tops out at $2B.
> DEX to CEX volume ratio tops out at 20%, around cycle top in Q4
> A major hack occurs with Uniswap v4 hooks.
> Hyperliquid, and more👇
Source: https://x.com/effortcapital/status/1873192368251519083?s=52&t=txFAbiSPTdLLDlAYj9X_AA
aixbt Has Changed its pfp to Quantum Cats
first AI agent to wear an ordinals pfp
$AI16Z Launches More Formal Tokenomics
> Phase 1: Launchpad (Q1 2025)
> Phase 2: Ecosystem Growth / Incentive Alignment
> Treasury Strategy👇
Source: https://twitter.com/shaughnessy119/status/1872811788263407771?s=46&t=ywALktyM5ZCyt-zigN5Big
If You Have to Run a Command on Your Laptop, Treat as Potential Malware
There’s a slick new malware technique around to get people rekt
> They usually starts with a "recruiter" from known company approching you
> They'll message via Linkedin (or where ever) for a bit and get some background on you.
> Eventually, after some back-and-forth, theyll drop a link to continue the process.
> They then try to get you to follow some prompt instructions to hack and rekt you👇
Source: https://x.com/tayvano_/status/1872980013542457802
A Deep Dive into Frameworks: A Sector we think Could Grow to $20b+
A look at the current types of Frameworks within Crypto X AI, and their technological differences:
> ELIZA ($ai16z)
> GAME ($Virtual)
> RIG ($Arc)
> ZEREPY ($Zerebro)
Source: https://x.com/DV_Memetics/status/1872388185151390084
December 27th~ Rollup
🐚 Research and Ideation 💡
- goodalexander: Web 4
- marvin_tong: How Sporefun Agents Issue Tokens Automatically with Anti-Sniper Mechanisms
- Community Notice: Beware of Phishing Attacks Disguised as Zoom Meeting Links
- Messari: Overview of Agent Frameworks
- JavierAng_: G.A.M.E - the AI Infrastructure that Powers the $3B Virtuals Ecosystem
- jlwhoo7: Virtual’s G.A.M.E vs. ai16z’s ElizaOS
- jlwhoo7: Crypto x AI Recommendation Engine
- Alana Levin: What's Happening at Robinhood?
- Galaxy Research: Crypto Predictions for 2025
- 0xPrismatic | ai16z: the Bazaar of Agents
- Chainlight: TEE + Web3: Do You Know What You Trust In?
- Messari: Building Better Agents: Rival Frameworks and Their Design Choices
- Oasis Network | Verifiable AI: Powering Trust with TEEs
🐚 News 📕
- IRS Finalizes Broker Rule, Requires Most DeFi Front-ends to KYC Users Starting in 2027
🐚 Project Updates 🔔
- Kinetiq’s StakeHub v0.1 is Now Live
Oasis Network | Verifiable AI: Powering Trust with TEEs
This article explore how Oasis and ROFL enable decentralised AI with:
> Verified model provenance via TEEs
> Onchain transparency for AI models
> Foundations for decentralised AI marketplaces
Source: https://oasisprotocol.org/blog/verifiable-ai-with-tees
Chainlight: TEE + Web3: Do You Know What You Trust In?
This article covers:
> An introduction to TEE concepts and a brief overview of modern TEEs
> Various TEE implementation cases within the Web3 ecosystem
> Limitations of TEE and personal perspectives on these limitations
> The future of TEE in the Web3 ecosystem
Source: calvin0420/tee-web3-do-you-know-what-you-trust-in-1c2cde30fe13" rel="nofollow">https://medium.com/@calvin0420/tee-web3-do-you-know-what-you-trust-in-1c2cde30fe13
Galaxy Research: Crypto Predictions for 2025
> Bitcoin will cross $150k in H1 and test or best $185k in Q4 2025.
> The U.S. spot Bitcoin ETPs will collectively cross $250bn AUM in 2025.
> Ether will trade above $5500 in 2025.
> Ethereum staking rate will exceed 50%.
> The world’s top four custody banks will custody digital assets in 2025.
> Total stablecoin supply will double to exceed $400bn in 2025.
> Total crypto VC capital invested will surpass $150bn
> Dogecoin will finally hit $1, and more👇
Source: https://x.com/glxyresearch/status/1872696283011662131?s=52&t=txFAbiSPTdLLDlAYj9X_AA
IRS Has Finalized the Second Half of its Broker Rule, Requiring Most DeFi Front-ends to KYC Users Starting in 2027.
https://x.com/BillHughesDC/status/1872657770685616524
Source: https://x.com/jchervinsky/status/1872675151260897680?s=4
Crypto x AI Recommendation Engine
Try it here: crypto-ai-recommender.replit.app/
Source: https://x.com/jlwhoo7/status/1872645805917806930
G.A.M.E - the AI Infrastructure that Powers the $3B Virtuals Ecosystem
Breaking down what GAME is and why it is still highly undervalued at the moment
Source: https://twitter.com/JavierAng_/status/1872297109992673622
🚨 Beware of Phishing Attacks Disguised as Zoom Meeting Links
SlowMist team has warned against a new phishing attack that has stolen millions from crypto users by mimicking legitimate meetings.
> Hackers collect user data and decrypt it to steal sensitive info like mnemonic phrases & private keys
Source: https://x.com/SlowMist_Team/status/1872526964789219563
Kinetiq’s StakeHub v0.1 is Now Live
Kinetiq is powering Liquid Staking on Hyperliquid.
> StakeHub is an autonomous validator scoring and stake distribution protocol with no bias of any kind towards validators receiving $HYPE frm Kinetiq
> Kinetiq stakers earn $kHYPE
https://stakehub.kinetiq.xyz/dashboard
Source: https://x.com/kinetiq_xyz/status/1872370037753061593?s=52&t=txFAbiSPTdLLDlAYj9X_AA
December 26th~ Rollup
🐚 Research and Ideation 💡
- 0xKyle: The 2025 Gameplan
- Decentralised Co: No code, AI, Crypto, and $ALCH
- Kyle Samani: Thoughts on AI Crypto Bots
- 0xCheeezzyyyy: Social Agent Flywheel
- satyaki44: EigenLayer Sectors to Watch in 2025
- Anthropic: Building Effective Agents
- Artela: Artela Fully On-chain, AI Agent
- Defi_warhol: Delphi Digital’s Year Ahead for DeFi 2025: Key Ideas + Project Picks
- basedmehdi: Pump vs Clanker vs Virtuals vs Ape Store
🐚 Project Updates 🔔
- Inco xTally: Making Onchain Governance Confidential with FHE
- Artela AI Agent: Fully On-chain, Autonomous, Self Sovereign
0xJeff: How to Position Yourself in This Agentic Cycle
> No, it’s not too late. But you need to be strategic
> Don’t limit yourself to just one ecosystem.
> The key to a successful agent is uniqueness and utility.
> Look for narratives and utilities that CT values most right now👇
Source: https://twitter.com/defi0xjeff/status/1873272066834841699?s=46&t=ywALktyM5ZCyt-zigN5Big
69 Theses: Predictions, Lessons and Longs for 2025
> Top takeaways from 2024
> 25 Predictions for 2025
> Lessons & Reflections for 2025
> Longs for 2025, and more
Source: https://x.com/redphonecrypto/status/1872771031359766628
Alea Research: Bull Thesis on $ZEREBRO
> Zerebro transforms compelling stories into a liquid asset acting as a value capture mechanism
> Zerebro propagates ideas like viruses, capturing mindshare and driving speculative demand
> Zerebro turns cultural significance into economic returns
> Zerebro has multiple revenue streams that could eventually end up benefiting token holders.👇
Source: https://x.com/AleaResearch/status/1872639694355526139
Fisher8 Capital 2024-In-Review
From spot ETF approvals to surge in memecoins and broader institutional adoption, this report break down what shaped the markets, trading highlights and explore what's ahead for 2025.
Source: https://fisher8.capital/insights/fisher8-capital-2024-in-review
Agents x Crypto - Why Both Technologies Are Meant for Each Other
The piece argues that AI agents and crypto are synergistic technologies that amplify each other’s value, predicting AI-driven transactions will dominate crypto infrastructure and vice versa
> However, it is not sufficient for one technology to unilaterally benefit the other; rather, the synergy effects must be reciprocal in order to ensure a massive TAM expansion👇
Source: antidote/agents-less3-crypto-why-both-technologies-are-meant-for-each-other" rel="nofollow">https://paragraph.xyz/@antidote/agents-less3-crypto-why-both-technologies-are-meant-for-each-other
Personal Solana AI Assistant —Arcade Agent on Telegram
Powered by Solana Agent Kit from SendAI
> It checks wallet balance/price, transfer SOL
> Also swaps and deploy token and NFT collection
Source: https://x.com/send_arcade/status/1872732494296199352?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xSynthesis1 | Messari: Building Better Agents: Rival Frameworks and Their Design Choices
Explore various on-chain agent frameworks and where they might carve out a niche👇
Source: https://x.com/0xsynthesis1/status/1872746194709168497?s=46&t=ywALktyM5ZCyt-zigN5Big
0xPrismatic | ai16z: the Bazaar of Agents
With its modular architecture, innovative trust engine, and expansive plugin system, ELIZA is an experiment on how AI can reshape open-source development itself.
Source: https://x.com/0xPrismatic/status/1872624976882512171
Alana Levin: What's Happening at Robinhood?
The piece examines Robinhood's growing focus on cryptocurrency as seen in its increased listings of crypto assets, exploring its potential to become a top regulated crypto exchange.
Source: https://www.backoftheenvelope.xyz/p/whats-happening-at-robinhood
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Virtual’s G.A.M.E vs. ai16z’s ElizaOS
Source: https://x.com/jlwhoo7/status/1871191535188107336
Messari: Overview of Agent Frameworks
Compare frameworks like REI, Eliza, RIG, & more👇
Source: https://x.com/messaricrypto/status/1872658008863592946?s=52&t=txFAbiSPTdLLDlAYj9X_AA
How Spore.fun Agents Issue Tokens Automatically with Anti-Sniper Mechanisms
> Spore.fun has introduced Multi-Phase Anti-Sniper Launch to combat snipers
> The strategy is to confuse snipers and retry until the launch is fair.
> With this strategy, users no longer need to worry about snipers dominating the bonding curve👇
Source: https://x.com/marvin_tong/status/1872497536671560171?s=52&t=txFAbiSPTdLLDlAYj9X_AA
goodalexander: Web 4
“Web3 was a cool ideology but Web4 will be a survival mechanism”
> In the new web, humans will succeed by putting their IP onchain and enabling agents to monetize it efficiently on their behalf.
> The theory of Web 4 is that AI agents will manage the complex relationship between users and AI models which use blockchains as a data sharing, dispute resolution and governance mechanism.👇
Source: https://goodalexander.com/posts/web4/
Pump vs Clanker vs Virtuals vs Ape Store
Source: https://x.com/basedmehdi/status/1872323636172120402?s=46&t=2q9OLMlaobNlHLewOXT4uA