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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
Royco Has Partnered with Enso to Enable DeFi Execution for the Boyco Berachain Launch
Boyco is a public pre-launch liquidity bootstrapping event, and Enso is the engine behind Boyco’s liquidity markets.
Source: https://blog.enso.finance/royco-integrates-enso-to-power-boyco-berachain-launch-2/
January 3rd~ Rollup
🐚 Research and Ideation 💡
- G | Ethena: Ethena 2025: Convergence
- Bedlam Research: Securing TEE Apps - A Developer's Guide
- Sentient Market Cap: $AIXBT Tweet Analysis
- ASXN: The Hyperliquid Issue #1
- Bridget Harris: Exploring a Stablecoin Bank
- MegaETH: Wtf is a "Real-Time” Blockchain?
- pk79z | Finding Edge: How I Bankrupted a Casino
- Thor Hartvigsen: HYPE Valuation Framework for 2025 - Volume, Fees & Revenue
- Durianbets: Dune Dashboard to Monitor Daos.World
- Jez: A Starter Guide to the Crypto MMO
- Decentralised Co: Solana Agent Kit Dashboard Now Live on Sentient Market
🐚 News 📕
- MicroStrategy to Target a Capital Raise of Up to $2 Billion of Preferred Stock
🐚 Project Updates 🔔
- Hyperliquid Lists $BIO for futures Trading
- Jito Presents ‘The Grid’ Competition
- Limitus Shares First Demo
A Starter Guide to the Crypto MMO
A strategic guide to navigating the crypto ecosystem by understanding roles to take, building strong networks, developing real edge, and more
Source: https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo
HYPE Valuation Framework for 2025 - Volume, Fees & Revenue
This post dives into the fundamentals of Hyperliquid and HYPE, exploring the HYPE bull case and potential valuation considering volume and revenue growth in 2025.
Source: https://twitter.com/thorhartvigsen/status/1874973170475704792
pk79z | Finding Edge: How I Bankrupted a Casino
Edge includes being early to a new chain, arbitraging bridged assets, finding things with utility early and making concentrated bets, and more
> This post explores how to find edge in crypto, and what to do when you find it.
> “Don't touch leverage, find your niche, exploit it and you'll do okay in crypto”👇
Source: https://x.com/pk79z/status/1875265661947277646?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MegaETH: Wtf is a "Real-Time” Blockchain?
> A blockchain that minimizes the user feedback loop to web2-comparable levels.
> ‘Loop’ is the time it takes from your transaction being submitted to the chain to being displayed by, and acted upon, by the ecosystem.
Source: https://x.com/megaeth_labs/status/1875209649005232130
ASXN: The Hyperliquid Issue #1
A bi-weekly Hyperliquid ecosystem report to spotlight emerging trends across the network and key protocols building on its foundation.
Source: https://x.com/asxn_r/status/1875201137843880294
Sentient Market Cap: $AIXBT Tweet Analysis
Source: https://www.sentient.market/agent/aixbt/tweet-analysis
Hyperliquid Lists $BIO for futures Trading
Source: https://x.com/HyperliquidX/status/1875175172380266590
January 2nd~ Rollup
🐚 Research and Ideation 💡
- Dwf Labs: How Memecoin Culture is Changing the Crypto Market
- Phala's Network: 2025 TEE x AI Report
- Binance Academy: Quantum Computers and Cryptocurrencies
- Li Fi: The State of Interop (2025)
- Messari: DeSci Ecosystem Map (Dec 2024)
- Messari: zkTLS Ecosystem Map
- 2lambro: Pumpfun vs Virtuals vs MyShell AI
- Maelstrom: Degen DeSci
🐚 Project Updates 🔔
- Solayer Introduces the Solayer Foundation, $LAYER Token, and Season 1
- Sonic SVM $SONIC Initial Claim Opening Soon
Pumpfun vs Virtuals vs MyShell AI
Source: https://x.com/2lambro/status/1875038020157726729?s=46&t=2q9OLMlaobNlHLewOXT4uA
Messari: zkTLS Ecosystem Map
Source: https://x.com/dylangbane/status/1874926430569779432?s=46&t=ywALktyM5ZCyt-zigN5Big
Messari: DeSci Ecosystem Map (Dec 2024)
Source: https://x.com/messaricrypto/status/1874879519011868957?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Quantum Computers and Cryptocurrencies
Quantum computers are powerful machines that can solve complex equations much more quickly than regular computers, and experts claim it has the potential to crack cryptographic puzzles.
> This article give an introduction to how quantum computers are different from regular computers and what risks they pose to cryptocurrencies and digital infrastructure.
Source: https://academy.binance.com/en/articles/quantum-computers-and-cryptocurrencies?ref=AZTKZ9XS&utm_source=BinanceTwitter&utm_medium=GlobalSocial&utm_campaign=GlobalSocial#Closing-thoughts
Dwf Labs: How Memecoin Culture is Changing the Crypto Market
The memecoin phenomenon signifies an important shift in how value is created, perceived and distributed in digital economies.
> The rise of memecoins marks a distinct departure from conventional financial assets, embodying a unique intersection of social dynamics, technological innovation, and market psychology.
Source: https://www.dwf-labs.com/research/490-how-memecoin-culture-is-changing-the-crypto-market%5C
AI Agent Tools: A Curated List of AI Agent Frameworks, Launchpads, Tools, Tutorials, and Resources
Source: https://www.aiagenttoolkit.xyz/#launchpads
Solana Agent Kit Dashboard Now Live on Sentient Market, Powered by $SEND
> 19 protocols integrated
> 500+ GitHub stars
> 240+ forks.
Source: https://sentient.market/agent/send
Dune Dashboard to Monitor Daos.World
Key Insights:
> Whitelists are giving out stupid returns
> Chads buying from jeets
> 45% of DAO tokens are locked in $DWL farms
https://dune.com/durainbets/daos-world
Source: https://x.com/durianbets/status/1875375966542827528
MicroStrategy to Target a Capital Raise of Up to $2 Billion of Preferred Stock
Source: https://www.microstrategy.com/press/microstrategy-to-target-a-capital-raise-of-up-to-2-billion-of-preferred-stock_01-03-2025
Limitus Shares the First Limitus Demo
Limitus adding liquidity on solana, executing on both Jupiter & Raydium fully autonomously👇
Source: https://x.com/LimitusIntel/status/1875296276218310718?t=Vh85GTqPij_9Q4pURxfUOw&s=19
Bridget Harris: Exploring a Stablecoin Bank
> The piece discusses the potential for a stablecoin network to disrupt the Visa and Mastercard duopoly
> The Credit Card Competition Act (CCCA), (if passed, which is currently unlikely) would be a golden opportunity for a stablecoin network to enter this trillion-dollar market
> If passed, would require large banks to give merchants a choice of at least one additional network (besides Visa or Mastercard, which they’re locked into today) to process credit card transactions.
Source: https://x.com/bridge__harris/status/1875245405673238796
Jito Presents ‘The Grid’ Competition
Pitch, build, and compete with the brightest minds in Web3 to solve problems in the Solana ecosystem
> Sign up and compete for 10k in prizes👇
Source: https://x.com/jito_sol/status/1874889117344899565
Bedlam Research: Securing TEE Apps - A Developer's Guide
Exploring the features that made TEEs popular for crypto x AI, the security concerns and practical solutions to build TEE applications
Source: https://www.bedlamresear.ch/posts/securing-tee-apps/
Ethena 2025: Convergence
> Grew to 3rd largest USD asset in the space at $6 billion supply in 10 months
> Ethena to integrate sUSDe within Telegram for users to send, spend, and save.
Source: https://mirror.xyz/0x29a99F7Fe080F72223dAd48D5E1E86670a984326/zM601bYC8Tqhh2Yg5JbWdbwUVFSDBV_aV7ipxHoOFvM
Maelstrom: Degen DeSci
“BioDAOs about to make bank from the BIO rewards, and the market has missed it.”
Source: https://x.com/CryptoHayes/status/1875106094600847489
Sonic SVM $SONIC Initial Claim Opening Soon
Eligibility Checker: airdrop.sonic.game/
⚠️ Double check links ⚠️
Source: https://x.com/SonicSVM/status/1875069287028912627
Solayer Introduces the Solayer Foundation, $LAYER Token, and Season 1
Season 1 focuses on the following categories:
> Solayer Staking (sSOL, endo and exo AVS)
> sUSD participants
> Whitelisted ecosystem partners
> A stake & time weighted system will be used
Source: https://x.com/solayer_labs/status/1874881596181897228?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Li Fi: The State of Interop (2025)
“without interop, crypto fails; interop/acc”
> This report explore how far interoperability has come, what’s new and noteworthy, and what trends are emerging that will shape the future.
Source: https://blog.li.fi/the-state-of-interop-2025-4a75d82a9bb9
Phala's Network: 2025 TEE x AI Report
A comprehensive overview of dAGI, from the foundational GPU supply to the AI application layer, including initiatives like those by ai16z.
> It explore the current dAGI stack and highlight the critical role of TEE as a solution for confidential computation throughout the entire lifecycle of dAGI
Source: https://phala.network/reports/2025RealCodeForRealdAGI.pdf
January 1st~ Rollup
🐚 Research and Ideation 💡
- 0xJeff: The Rise of Web3 AI Apps
- Sandraaleow: Narrative Mindshare: Jan vs Dec 2024
- arndxt: Analytical Comparison of Crypto x AI Frameworks
- Momento Research: Unlocking the Full Potential of Bitcoin: Solv Protocol
- Sgt_Lazo: The Strategic Importance of Grayscale’s Inclusion of GRASS in Q1 2025
- arndxt: The Landscape of AI Agentic Platforms
- Dan Smith: Since the Local Top: Memecoins -30%, AI Agents +40%
- Ricematcha: Crypto Predictions for 2025
- Cooper Westendarp: Can NEAR Thrive in a Commoditized Market & Centralized Dominance?
- 0xCygaar: Explanation of How Eliza Framework Works
- a16z: Blockchain Innovation will Put an AI-powered Internet Back into Users' Hands
- 0xJeff: Unique Trading Plays and Setups
- 0xJeff: $COOKIE: The Framework Powering AI Agents
🐚 Project Updates 🔔
- Hyperliquid: $AI16Z, $AIXBT Listed on Hyperliquid Futures
- Drift Protocol's Airdrop Season 2 Coming May 2025
- SendAI: Discover all 400+ Agentic Projects Built During the Solana AI Hackathon
- T3 Agent Tokenomics Updated
- Exo Labs Introduces EXO Private Search
- Sonic SVM Introduces $SONIC, its Native Token