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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 (*Soon to be Rebranded*): Review of 2024 Investment Deals
> Invested in 46 projects
> 14 of the 46 coming from their BNB-chain focused MVB program
> 32 from direct investments👇
Source: https://x.com/BinanceLabs/status/1874007058011328949
Binance: Overview of the DeFi Sector
Source: https://public.bnbstatic.com/static/files/research/industry-map-dec24.pdf
Overview of MegaETH Ecosystem as of Dec 2024
Lists of projects and their descriptions
Source: https://x.com/mega_ecosystem/status/1873680430760701988?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Insights into Unichain’s TEE and How it Could Reshape DeFi
> Tee is Unichain’s solution to MEV challenge
> Unichain prevents waste of resource through a TEE-based explicit MEV auction system
> This ensures transparent transaction ordering and efficient resource utilization.
> TEE is evolving rapidly, particularly driven by AI industry investments
> Unichain and TEE represent a promising innovation in DeFi, they offer practical, efficient solutions that continue to evolve. 👇
Source: https://x.com/sosecrypto_kr/status/1873422840176971816?s=46&t=ywALktyM5ZCyt-zigN5Big
The Rollup: Rollup-Boost, Unichain, And TEEs With Hasu & Robert Miller from Flashbots
Discussion:
> Why Hasu thinks 2025 is the year of TEEs
> What Rollup-Boost enables
> The MEV Supply Chain Debate
> BuilderNet for Ethereum
> Unichain & Purpose-Built Chains Outlook
> The trade-offs of using TEEs in blockchain systems like Unichain?
www.youtube.com/watch?v=l_0x9VDRVq0
Source: https://x.com/therollupco/status/1873400843845697688
Superseed: the Ethereum L2 Blockchain Designed to Repay User Debts Autonomously
Superseed brings self-repaying loans, embedded CDP mechanisms, & user-centric design to DeFi👇
Source: https://x.com/AleaResearch/status/1873723700509540589
0xJeff: Agent Ecosystem = The New L1
The Agent Ecosystem is transforming markets with a completely new structure. In the agent ecosystem:
> Tokens are 100% community-owned.
> There’s no forking meta, it’s all about fresh innovation.
> Agents put the product directly in front of users.
> Instead of thousands of fragmented L2s and dApps, we now have tight-knit ecosystems👇
Source: https://twitter.com/Defi0xJeff/status/1873767316200288501
ASXN Launches HYPE Staking Dashboard
data.asxn.xyz/dashboard/hype-staking
Source: https://x.com/asxn_r/status/1873682771862053087?s=46&t=ywALktyM5ZCyt-zigN5Big
MicroStrategy Acquires 2,138 Bitcoins for $209M
Now Holds 446,400 BTC
Source: https://x.com/saylor/status/1873716433919803868
Solv Protocol (SOLV) on Binance Megadrop
Source: https://www.binance.com/en/support/announcement/introducing-solv-protocol-solv-on-binance-megadrop-lock-your-bnb-and-complete-web3-quests-for-airdrop-9b675da32bea4c7d96e999e450e8a229
Grayscale Research Updates its Top 20 Crypto Assets for Q1 2025
Adds: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS
Source: https://www.grayscale.com/research/market-commentary/grayscale-research-insights-crypto-sectors-in-q1-2025
AI Agent Platform ai16z Considers Tokenomics Overhaul and Launching Layer 1 Blockchain
In the first quarter of 2025, it plans to introduce a token launchpad similar to pumpfun.
Source: https://www.theblock.co/post/332556/ai-agent-platform-ai16z-considers-tokenomics-overhaul-and-launching-layer-1-blockchain
Zentients: A Consumer Launchpad for Agents
By the Zerebro Team, coming early 2025.
“Our goal with Zentients is to create a seamless UI/UX to launch and evolve agents while funneling value back to $ZEREBRO”
Source: https://x.com/jyu_eth/status/1873462146249752915
Breakdown of daos.world Funds
The post explains daos.world, a DAO platform which allows anyone become a hedge fund manager, and also analyses the 4 funds on it: their price performance, valuation and no. of holders
> Alameda Research (AR)
> Alchemist Accelerate (ALCH)
> Dr3am Fund (FDREAM)
> AicroStrategy (AISTR)👇
Source: https://twitter.com/jinglingcookies/status/1873353570990661886?s=46&t=2q9OLMlaobNlHLewOXT4uA
Breakdown of the Infrastructure Sector
Source: https://public.bnbstatic.com/static/files/research/industry-map-dec24.pdf
Binance | Navigating Crypto: Industry Map
An overview of the crypto industry highlighting projects across multiple sectors: Infra, DeFi, NFT, and Gaming, Payments, AI, Memecoins, and more.
Source: https://www.binance.com/en/research/analysis/industry-map-dec24
Franklin Templeton Digital Assets 2025 Crypto Outlook
Source: https://x.com/ftda_us/status/1873815861515137167
Limitus: Next Evolution of Intelligent Automation
LIMITUS transforms your devices into AI-powered operators, seamlessly connecting Web2 & Web3 to automate workflows and deliver real-time results.
> Can manage crypto trades, token research, wallet tracking & copytrading, and more. Join waitlist👇
Source: https://x.com/limitusintel/status/1873810107953451273
Brief overview of Potential TEE vulnerabilities
Source: https://twitter.com/benafisch/status/1873430014378774696?s=46&t=ywALktyM5ZCyt-zigN5Big
Gauntlet 2024 Recap: The Year of Restaking
Source: https://www.gauntlet.xyz/resources/2024-the-year-of-restaking
Helius Launches the ‘Helius Startup Launchpad’ to Accelerate Early-Stage Solana Startups
8 free months of business plan, intros to investors, mentorship from Solana's leading operators, and countless exclusive vendor discounts.
Apply here: form.typeform.com/to/uShCvuLv?typeform-source=www.helius.dev
Source: https://www.helius.dev/blog/helius-startup-launchpad
Dune: 2024 Reflections
Source: https://dune.com/blog/2024-reflections
Global Markets in AI & Blockchain World
By combining AI’s ability to process vast amounts of information with blockchain’s trustless transaction system, we can remove many of the intermediaries that dominate today’s economy.
> This shift doesn’t just streamline commerce; it makes it more transparent, efficient, and accessible.
Source: https://x.com/ilblackdragon/status/1873723207997694299?s=46&t=2q9OLMlaobNlHLewOXT4uA
December 29th~ Rollup
🐚 Research and Ideation 💡
- jinglingcookies: Breakdown of daos.world Funds
- Stoiiic: 2025 Market Outlook Key Points & Notes (Tradfi Edition)
- Ryan Watkins: The Transition to Onchain Price Discovery
- Grayscale Research Updates its Top 20 Crypto Assets for Q1 2025
🐚 Project Updates 🔔
- Zentients: A Consumer Launchpad for Agents by the Zerebro Team
- ai16z Considers Tokenomics Overhaul and Launching Layer 1 Blockchain
ASXN: How to Stake HYPE, and Potential Rewards & Risks
> Validators are rewarded for proposing blocks and for attestations to blocks.
> Poor validator performance and uptime reduce rewards
> Hyperliquid requires a one-hour unstaking period & 7 day transfer from staking to spot balances
> The post contains steps on how to stake👇
Source: https://twitter.com/asxn_r/status/1873670755163971930
Staking Now Live on Hyperliquid Mainnet
Users can now stake HYPE to a trusted validator and earn staking rewards in HYPE.
Source: https://x.com/HyperFND/status/1873664112036901320
The Transition to Onchain Price Discovery is Happening Faster than Thought
Projects this cycle have achieved success without CEX listing (memes, AI agent, and now Hyperliquid)
Source: https://x.com/RyanWatkins_/status/1873415038905819161
2025 Market Outlook Key Points & Notes (Tradfi Edition)
Notes taken from:
> J.P. Morgan
> Blackrock
> Deutsche Wealth
> World Bank Group
> Goldman Sachs & Morgan Stanley
Source: https://x.com/Stoiiic/status/1873277983198245041
December 28th~ Rollup
🐚 Research and Ideation 💡
- Antidote: Agents x Crypto - Why Both Technologies Are Meant for Each Other
- Deep Value Memetics: A Deep Dive into Frameworks
- Fisher8 Capital 2024-In-Review
- Alea Research: Bull Thesis on $ZEREBRO
- Shaughnessy119: $AI16Z Launches More Formal Tokenomics
- Redphonecrypto: 69 Theses: Predictions, Lessons and Longs for 2025
- Blockworks: Predictions for 2025
- 0xJeff: How to Position Yourself in This Agentic Cycle
🐚 Project Updates 🔔
- Send Arcade introduces Personal Solana AI Assistant
- aixbt Changes its pfp to Quantum Cats