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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
$COOKIE: The Framework Powering AI Agents
Data is gold and Cookie has all the best kinds of ai agent data in the space to fuel both human & agents
> This piece explores the role of data in powering AI agents, highlighting innovative frameworks like Grass Network and Cookie as key players in the AI-driven economy.👇
Source: https://x.com/Defi0xJeff/status/1868663256472330440
Explanation of How Eliza Framework Works
Source: https://x.com/0xCygaar/status/1874575841763770492
Sonic SVM Introduces $SONIC, its Native Token
> Total Supply: 2,400,000,000 $SONIC
> Initial Circulating Supply: 15%
> 30% Ecosystem & Community
> 7% Initial Claims
> 20% Sonic HyperGrid Rewards
> Initial Claim Snapshot was taken on Dec 31, 2024
Source: https://x.com/SonicSVM/status/1874078061353939441
Crypto Predictions for 2025 (More AI Focused)
> The Age of AI, IP, Data, and Information Reigns Supreme
> Hybrid Assets Gain Traction (404s)
> Native TEE Support Becomes the Norm for Attestation/Verification
> AI Defense Mechanisms Become Crucial
> Variance in Modality and Repacking the UX Will Simplify AGI Adoption
> Worldbuilding: Designing Human-Like AI Agents is Next Step
> AI(dvertisements): Hyper-Monetization of Mindshare
> NFTs as the Best Store of Value (SoV) Through Q1/Q2 2025, and more👇
Source: https://x.com/ricematcha/status/1874494819088859147
Anon.World: An Anonymous Social Network Where Posts are Made with Zk-Based Credentials
> Built on Farcaster
> Unlike anoncast, it is designed to be a destination with a Reddit-like UX to participate in anonymous discussions.
Source: https://x.com/slokh/status/1874578314737938437?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Market Trends Since the Local Top
> Memecoins -30%
> AI Agents +40%
Source: https://x.com/smyyguy/status/1874583064120279205
The Landscape of AI Agentic Platforms
a comparative breakdown of key players in the AI agent ecosystem.
Source: https://x.com/arndxt_xo/status/1874048310518178065?s=46&t=ywALktyM5ZCyt-zigN5Big
Drift Protocol's Airdrop Season 2 Coming May 2025
Source: https://x.com/DriftProtocol/status/1874472304006316035?t=GYQ8DsPLxfGE5L3geXPTjg&s=19
Analytical Comparison of Crypto x AI Frameworks
> Eliza ($AI16Z)
> GAME ($VIRTUAL)
> Rig ($ARC)
> ZerePy ($ZEREBRO)
Source: https://x.com/arndxt_xo/status/1874428585609708028
Narrative Mindshare: Jan vs Dec 2024
Source: https://x.com/sandraaleow/status/1874419893359333389?t=oJZzerqfb8VY4MK_VOKcCg&s=19
$AI16Z, $AIXBT Listed on Hyperliquid Futures
Source: https://x.com/HyperliquidX/status/1874318866438119538
Robinhood Gives Away $2.5M worth of DOGE Between Users Watching their in-app Countdown
Source: https://x.com/thekriskay/status/1874267427376443824
Messari: 6 Hot Takes for 2025
> Hyperliquid's Outperformance May Be Over
> VIRTUAL FDV to flip TAO FDV within three months
> Pudgy Penguins flips CryptoPunks as the top PFP collection
> Peaq flips all L2s in 2025
> ETH will outperform SOL in 2025
> AI Agent Frameworks peak in Q1 2025 and won't recover
Source: https://x.com/MessariCrypto/status/1874160121724752022
0xJeff: Top 10 AI Agent Predictions for 2025
Source: https://twitter.com/Defi0xJeff/status/1874123588271562880
0xJeff: Unique Trading Plays and Setups
a breakdown of some unique setups worth exploring:
> CreatorBid Ecosystem
> Solana AI Hackathon Plays
> Spore Ecosystem
Source: https://x.com/Defi0xJeff/status/1874730006641049634
a16z: Blockchain Innovation will Put an AI-powered Internet Back into Users' Hands
While AI is already upending internet’s economic covenant, AI-powered deepfakes and bots are also degrading people’s trust in the online world.
To address these challenges without slowing down AI innovation, blockchains can:
> Enforce ownership for users and creators
> Verify identity to isolate bots and imposters
> Ensure authenticity to prevent tampering
x.com/cdixon/status/1869167811257344118
Source: https://a16zcrypto.com/posts/article/blockchain-ai-internet/
Can NEAR Protocol Thrive in a Commoditized Market and Centralized Dominance?
Haseeb: I don't think you can compete head-on with centralized providers.
Source: https://x.com/cooperwest/status/1874294803997016153
Exo Labs Introduces EXO Private Search: Privacy-Preserving Web Search for Local LLMs
> It augments local LLMs with realtime search using Linearly Homomorphic Encryption, including live data from twitter, crypto, wikipedia, and more
Source: https://x.com/exolabs/status/1874651108410278287?s=52&t=txFAbiSPTdLLDlAYj9X_AA
T3 Agent Tokenomics Have Been Updated
T3 is an AI-powered under-collateralized lending protocol. It solves undercollateralised borrowing in Defi by managing the risk of your liquid collateral.
> Built using the Solana Agent kit by SendAI
> $T3AI is the utility token for the T3 Agent
> The T3 Agent will generate revenue via a 0.3% fee on the value of the undercollateralised loan
> 80% of the it’s revenue is used for T3AI buybacks and 10% of the loan is initially delivered in $T3AI👇
Source: https://x.com/trustInWeb3/status/1874504278905409728
Discover all 400+ Agentic Projects Built During the Solana AI Hackathon
Filter by tracks & access all public links👇
http://solanaaihackathon.com/projects
Source: https://x.com/sendaifun/status/1873398902654976114
The Strategic Importance of Grayscale’s Inclusion of GRASS in Q1 2025
“This inclusion acts as a seal of credibility for the GRASS project, increasing its appeal to institutional investors who value risk mitigation and transparency.”
> This article delves into the implications of this recognition & why it’s a huge step for Grass
Source: https://twitter.com/sgt_lazo/status/1874090791112425845?s=46&t=2q9OLMlaobNlHLewOXT4uA
Momento Research: Unlocking the Full Potential of Bitcoin: Solv Protocol
This report covers:
> The emerging BTC-Fi landscape and the inherent limitations of Bitcoin that constrain its growth.
> Solv Protocol’s ultimate vision to unlock Bitcoin’s potential, bridging DeFi ecosystems and TradFi markets for universal adoption, and more👇
Source: https://mementoresearch.com/unlocking-the-full-potential-of-bitcoin-solv-protocol/
December 31st~ Rollup
🐚 Research and Ideation 💡
- The Block: 10 Top Crypto VCs Share 2025 Funding Outlook
- 0xJeff: Top 10 AI Agent Predictions for 2025
- Messari: 6 Hot Takes for 2025
- Hosseeb: 2025 Crypto Predictions
🐚 Project Updates 🔔
- Binance Labs soon to be Rebranded
- Pumpdotfun Hits $355M Revenue in Under a Year
- Robinhood Gives Away $2.5M worth of DOGE to Users
0xJeff: The Rise of Web3 AI Apps
“Web3 has a unique opportunity to carve out a space where AI agents don’t just entertain but solve real problems, automate complex tasks, and create value for users.”
Source: https://x.com/defi0xjeff/status/1874342579896279372?s=46&t=2q9OLMlaobNlHLewOXT4uA
Hosseeb: 2025 Crypto Predictions
Predictions for L1s/L2s, token launches, stablecoins, regulation, "AI Agents", and crypto x AI:
> The EVM market share will grow in 2025, driven by monad, bera, and base
> Solana will pressure more blockchains to optimize for low latency
> Projects without clear north star metrics will distribute tokens via crowdsales.
> Memecoins will continue to lose market share to “AI agent” coins
> Expect to see bank-issued stablecoins toward the end of 2025
> Fortune 100 companies will become more willing to offer crypto to consumers
> The “AI agent” craze will continue probably throughout 2025.
> Truly autonomous agents will use crypto to pay each other.👇
Source: https://x.com/hosseeb/status/1874288532686295058?t=4EdbazyuxLk2TntkcW0GXQ&s=19
Pumpdotfun Hits $355M Revenue in Under a Year
Source: https://x.com/mdudas/status/1874235129583067335
Robinhood said it has a ‘surprise’ Coming Tonight
> Update your app and make sure to be on the countdown screen at 8:30 PM ET
Source: https://x.com/RobinhoodApp/status/1873906414483386440
10 Top Crypto VCs Share 2025 Funding Outlook
A look at what leaders from Dragonfly, Pantera, Multicoin, Coinbase Ventures, Binance Labs, Galaxy Ventures and others shared about their 2025 funding outlook👇
Source: https://www.theblock.co/post/331586/crypto-vc-funding-outlook-2025?utm_source=telegram1&utm_medium=social
December 30th~ Rollup
🐚 Research and Ideation 💡
- ASXN: How to Stake HYPE, and Potential Rewards & Risks
- illia | Near: Global Markets in AI & Blockchain World
- ASXN Launches HYPE Staking Dashboard
- Dune: 2024 Reflections
- 0xJeff: Agent Ecosystem = The New L1
- Gauntlet 2024 Recap: The Year of Restaking
- Ben Fisch: Brief overview of Potential TEE vulnerabilities
- sosecrypto_kr: Insights into Unichain’s TEE
- Franklin Templeton Digital Assets 2025 Crypto Outlook
- Mega_Ecosystem: Overview of MegaETH Ecosystem as of Dec 2024
- Binance | Navigating Crypto: Industry Map
- Binance Labs: Review of 2024 Investment Deals
🐚 Podcast 🎙️
- The Rollup: Rollup-Boost, Unichain, And TEEs With Hasu & Robert Miller
🐚 News 📕
- MicroStrategy Acquires Another 2,138 Bitcoins for $209M
🐚 Project Updates 🔔
- Hyperliquid Staking Now Live on Mainnet
- Solv Protocol (SOLV) on Binance Megadrop
- Helius Launches the ‘Helius Startup Launchpad’
- Superseed: Ethereum L2 Blockchain Designed to Repay User Debts Autonomously
- Limitus: Next Evolution of Intelligent Automation