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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
Paul Tudor: "We Will Probably Go to New Lows”
Source: https://x.com/winfieldsmart/status/1919751023054164105?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Lightspeed: Interview w/ Thomas Uhm from Jito
Thomas Uhm: CCO Jito Fdn & Advisor at Jito Labs
He discussed:
> Leaving Jane Street + joining Jito
> The Solana thesis
> Institutional Demand
> Jito Capture Value
> Crypto's market making problem
> Solana treasury companies v ETFs & more
Source: https://www.youtube.com/watch?v=uk6vxNNB9_c&t=2646s
Coinbase Introduces x402–A New Open Source Payments Protocol Built on HTTP Rails
x402 is a payment protocol that enables instant stablecoin payments directly over HTTP. It allows APIs, apps, and AI agents to transact seamlessly.
> x402 is launching alongside leading collaborators including AWS, Anthropic, Circle and NEAR👇
Source: https://www.coinbase.com/developer-platform/discover/launches/x402
Trump: We Will Have A Very Big Announcement Before Middle East Trip
* Trump: “We Will Possibly Start to Renegotiate USMCA”
Source: https://x.com/DeItaone/status/1919787092357288329
Vitalik: The Math of When Stage 1 and Stage 2 Make Sense
The post analyzes when it is optimal for an L2 to transition between different security stages, based on trust in proof systems versus security councils.
Source: https://vitalik.eth.limo/general/2025/05/06/stages.html
May 5th~ Rollup
🐚 Research and Ideation 💡
- Messari: A Comprehensive Overview of io.net
- Delphi Digital: The Case for Decentralized RL: Crypto’s Role in Training Smarter Models
- Safary: Mindshare vs Market Share
- Farokh Radio: Interview with CZ
- Thiccyth0t: Interview with Galois Capital
- Helius | Agave v2.2 Update: All You Need to Know
🐚 News 📕
- Trump Administration Says It Will Pay Immigrants in the United States Illegally $1,000 To Go Home.
- Microstrategy Acquires Another 1,895 BTC at ~$95,167 Per BTC and Now Holds 555,450 BTC
🐚 Project Updates 🔔
- Ethena’s USDe is Now Live on Both Hyperliquid’s Exchange and HyperEVM
- Superseed's Token $SUPR is Officially Live
- Boopdotfun: New Solana Launchpad Rewarding Stakers
- WBTC is Now Natively Live on Solana
Helius | Agave v2.2 Update: All You Need to Know
> 20% Increase in block limits, 50M to 60M CUs
> Introduction of the Accounts Lattice Hash
> Secp256r1 signature verification
> Lifting CPI Caller Restrictions
> Loader-v4
> Greedy Scheduler activated by default
> Deployment & execution of SBPFv1, v2 and v3👇
Source: https://www.helius.dev/blog/agave-v22-update--all-you-need-to-know#notable-agave-22-release-cycle-updates
Farokh Radio: Interview with CZ
The Binance’s founder & former CEO talks about life inside prison, Trump presidency, and how he's feeling about the Crypto space in general👇
Source: https://www.youtube.com/watch?v=n1W5VbLFZtw
WBTC is Now Natively Live on Solana
Source: https://x.com/WrappedBTC/status/1919358304637129119
Boopdotfun: New Solana Launchpad Rewarding Meme Makers and Stakers
The core incentive of the launchpad is to stake your $BOOP tokens to get airdrop rewards, and:
> 5% of the supply of every graduated token
> 60% of trading fees of every graduated token
> You sneed to stake a minimum of 100 BOOP
https://docs.boop.fun/
Source: https://x.com/boopdotfun/status/1917602386052538503
Trump Administration Says It Will Pay Immigrants in the United States Illegally $1,000 To Go Home.
Source: https://x.com/DeItaone/status/1919404828561674317
Ethena’s USDe is Now Live on Both Hyperliquid’s Exchange and HyperEVM
> HyperCore users will earn daily rewards auto airdropped on top of their USDe spot exchange balances—must hold at least 100 USDe to qualify
Source: https://x.com/ethena_labs/status/1919373849097109991
Microstrategy Acquires Another 1,895 BTC at ~$95,167 Per BTC and Now Holds 555,450 BTC
Source: https://x.com/saylor/status/1919362210804990383
The Attacker Behind the $186 Million Nomad Bridge Hack in 2022 Has Been Identified
> He was caught trying to flee from Israel to Russia under a new name and passport.
> His arrest revealed the identity of the main suspect in the Nomad hack for the first time.
https://www.jpost.com/israel-news/article-852464
Source: https://x.com/_iphelix/status/1919149208415732143?s=12
Talus Reward Season 2: "Leap Season" is Live
Leap Season is packed with impactful rewards, new workshops, and real tools to help Talizens grow.
https://blog.talus.network/talus-reward-season-2-the-leap-season-empowering-the-lilypad-town/
Source: https://x.com/TalusNetwork/status/1919014164376453300
Solana Name Service Launches $SNS Token
40% of Supply Dropped to Early & New Supporters
> Check your allocation: https://airdrop.sns.id
⚠️ Double check links ⚠️
Source: x.com/sns/status/1919771002919092231?s=52&t=txFAbiSPTdLLDlAYj9X_AA
kel xyz: Thoughts on Future of AI - Assumptions & Theses
Source: https://x.com/kelxyz_/status/1919765485668766143?s=46&t=ywALktyM5ZCyt-zigN5Big
Binance Lists Maple Finance $SYRUP and Kamino Finance $KMNO, Now Open for Spot Trading
Source: https://x.com/binance/status/1919717634976673794
A BTC Whale Just Moved $2.8M Bitcoin to a New Address, Its First Movement in the Past 2 Months.
Source: https://x.com/arkham/status/1919779547924324765
SOL Strategies Has Acquired 122,524 SOL for $18.25M at an Average Price of $148.96 Per SOL
solstrategies.io/sol-strategies-provides-update-on-sol-purchases-2/
Source: https://x.com/solstrategies_/status/1919734926745768244
0xPEPO Steps Down as a Uniswap Delegate
Source: https://twitter.com/0xPEPO/status/1919420425928348118
Galois Capital's Interview with Thiccy
The legendary trader discussed:
> Early Signs of Crypto Involvement
> College and Wall Street Days
> Entry into Crypto— Getting into crypto in 2011 and reading the Bitcoin whitepaper
> Buttercoin and Early Crypto Markets
> Kraken OTC Desk Stories
> Bitcoin Conviction and Market Cycles—“I thought Bitcoin would be at least 1 million by now.”
> Iconic Trades: ETH Merge and Luna—Making around $15M from Luna
> Leaving Kraken in 2017 to start his own hedge fund—Galois Capital👇
Source: https://twitter.com/thiccyth0t/status/1919470675695157475
Mindshare vs Market Share
Trust Wallet’s CMO Sami Waittinen talks about turning brand buzz into real users, and knowing when to gnore the Hype👇
Source: https://blog.safary.club/p/mindshare-vs-market-share
The Case for Decentralized RL: Crypto’s Role in Training Smarter Models
“Blockchain-coordinated RL could propel AI development forward, unlocking collaborative innovation at a scale centralized labs can’t match”👇
Source: https://members.delphidigital.io/feed/the-case-for-decentralized-rl-cryptos-role-in-training-smarter-models
Messari: A Comprehensive Overview of io.net
> A decentralized computing network aggregating underutilized enterprise-grade GPUs, now spanning over 7,000 GPUs across 50+ countries
> The network is secured through Proof-of-Work (PoW) and Proof of Time-Lock (PoTL)👇
https://messari.io/report/understanding-io-net-a-comprehensive-overview
Source: https://x.com/MessariCrypto/status/1919392903484366942
Superseed's Token $SUPR is Officially Live
> Check eligibility: claim.superseed.xyz/
⚠️ Double check links ⚠️
Source: https://x.com/SuperseedXYZ/status/1919397940814360836
May 4th~ Rollup
🐚 Research and Ideation 💡
- Lyn Alden: May 2025 Newsletter - A Trade Breakdown
- RM: Why I 'Don't Like' Privacy
🐚 News 📕
- Israel arrests Attacker Behind the $186 Million Nomad Bridge Hack
🐚 Project Updates 🔔
- Talus Reward Season 2: "Leap Season" is Live
RM: Why I 'Don't Like' Privacy
“Privacy is not about privacy but about control and power. Privacy is an outcome, not the thing itself.”
> The goal should be a decentralized digital space where privacy isn't a debated feature, but a default property emerging from systems designed, from the ground up, for user control.👇
Source: rm/why-i-dont-like-privacy" rel="nofollow">https://paragraph.com/@rm/why-i-dont-like-privacy
Lyn Alden: May 2025 Newsletter - A Trade Breakdown
on global trade and the current attempt to rebalance it
Source: https://www.lynalden.com/may-2025-newsletter/
May 3rd~ Rollup
🐚 Research and Ideation 💡
- 0xJeff: AI Trends in the Trenches
- a16z: A Guide to Stablecoins - What, Why, & How
🐚 Podcast 🎙️
- The Rollup Pod: How To Earn Real Bitcoin Yield Without Impermanent Loss with Michael Egorov
🐚 News 📕
- Warren Buffett to Ask Board to Make Greg Abel CEO of Berkshire Hathaway at Year-End