-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Luganodes Announces New Validator Ops CLI Tool — Built for Ethereum’s Pectra Era.
While the Pectra upgrade introduced validator switching, consolidation, and exits, these actions can only be done one validator at a time.
> Luganodes' open-source CLI tool enables batch execution of these actions, saving time, effort, and gas. It is powered by EIP-7702 for secure, scalable validator ops.👇
x.com/luganodes/status/1922239695637119351
Source: www.luganodes.com/blog/pectra-validator-ops-cli-tool/
Alea Research: Believe - Internet Capital Markets
This piece discuss:
> How Believe works— anyone can launch a token by tagging @launchcoin on X
> The protocol reaching a peak of $500M total MC within just a few days
> Splitting revenue 50/50 between the platform and creators.
> Nikita Bier playing an important role
> Top tokens on the platform by marketcap, and more
Source: https://alearesearch.substack.com/p/believe-internet-capital-markets?r=aaog1&utm_medium=ios&triedRedirect=true
Blockworks: Overview of Believe’s Tweet-to-Token' Model
> Believe aims to democratize venture funding & lowers barriers to token issuance on Solana.
> Users only need to reply to a tweet with "@launchcoin + name" to mint a new token
> New tokens start on a bonding curve with an anti-snipe fee.
> Reaching a $100k mcap allows "graduation" to a Meteora DEX pool for deeper liquidity.
> Creators can claim 50% of trading fees, incentivizing participation.
> Now has the third most memecoin volume of any launchpad, behind pumpfun and Meteora
Source: https://x.com/blockworksres/status/1922698453513273531?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Chakra Labs: MCP and A2A - A Primer on AI Communication Protocols
> Anthropic’s MCP is an open standard for connecting AI assistants to the data and tools they need.
> Google’s A2A is an open protocol for multi-agent communication.
> “Just as HTTP enabled the WWW by providing a standardized way for computers to communicate, MCP and A2A are poised to allow machine-native coordination across tools, data, and agents.”👇
Source: https://x.com/chakra_ai/status/1922702487036870799
OpenAI Introduces the Safety Evaluations Hub
A resource to measure each OpenAI model’s safety and performance, and share the results publicly.
Source: https://x.com/OpenAI/status/1922684895496720490
Phantom Wallet Launches Own LST: Phantom Staked SOL ($PSOL)
Source: https://x.com/phantom/status/1922701374044668078
Kaito Clarifies Early Termination of Web3Port Agreement
Kaito entered into a market-making agreement with Web3Port on Feb 17 and terminated the deal on Feb 27 as they felt that the execution by Web3Port was straying from the initial intent
Source: https://x.com/kaitoai/status/1922683429205983432?s=46&t=2q9OLMlaobNlHLewOXT4uA
Hyperliquid Lists LAUNCHCOIN for Futures Trade
Source: https://x.com/HyperliquidX/status/1922653929625575444
Ethereum Foundation Launches ‘Trillion Dollar Security’ Initiative to Upgrade Ecosystem Security and Help Bring the World Onchain
Source: https://blog.ethereum.org/en/2025/05/14/trillion-dollar-security
Thiccythot: The Market Making Game
a fun reasoning game to play with quantitatively inclined friends
Source: https://thiccythot.substack.com/p/the-market-making-game
Roger Dickerman: NODE Is Yours
NODE is a nonprofit foundation with a mission to change the way art is experienced.
Backed by a $25M grant, NODE has three focal points:
> Presentation - Allow artists to show the art the way they imagine
> Education - Explain the movement & work with universities and art and design programs
> Preservation - Create a safe home for code and intellectual property to last forever
Source: https://twitter.com/rogerdickerman/status/1912853722415128777?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Coinbase Announces It will Soon Launch cbADA, cbDOGE, cbLTC, cbXRP
Source: https://x.com/CoinbaseAssets/status/1922387735580450838
Decentralised Co: The Inevitability of MEV
A deep dive into the sources of MEV and the emergent approaches to mitigating it
> It explores if MEV will follow Google's footsteps toward secrecy and centralisation, or can it evolve into a transparent, decentralised system where profits flow back to users👇
Source: https://www.decentralised.co/p/the-inevitability-of-mev
Pine Analytics: The Largest DEXs on Solana Don’t Want Your Liquidity
The paper explores how Solana DEXs are shifting from public liquidity to private, execution-driven models which instead quote prices internally and route trades through aggregators.
> This paper examines how that happened, and what it means for the future of DeFi on Solana.👇
Source: https://pineanalytics.substack.com/p/the-largest-dexs-on-solana-dont-want?r=aaog1&utm_medium=ios&triedRedirect=true
Chairman Paul Atkins' Remarks at the Crypto Task Force Roundtable on Tokenization
Just as the shift to digital audio revolutionized the music industry, the migration to on-chain securities has the potential to remodel aspects of the securities market by enabling entirely new methods of issuing, trading, owning, and using securities
Coinbase Discloses Data Breach, Refuses $20M Ransom, and Offers $20M Reward to Catch Insider Data Thieves
> Coinbase discloses hackers bribed a group of overseas support agents to steal some customer data for social engineering attacks.
> “No passwords, private keys, or funds were exposed & Coinbase Prime accts are untouched.”
> A few customers were tricked into sending money. Coinbase said to reimburse them.
> Coinbase rejected a $20M ransom and is offering a $20M reward to catch the criminals.
Source: https://www.coinbase.com/blog/protecting-our-customers-standing-up-to-extortionists
May 14th~ Rollup
🐚 Research and Ideation 💡
- Ray Dalio: The Art of the Deals and the Forces Behind Them
- Chakra Labs: MCP and A2A - A Primer on AI Communication Protocols
- Arthur Hayes’ New Essay: “Fatty Fatty Boom Boom”
- Blockworks: Overview of Believe’s Tweet-to-Token' Model
🐚 Project Updates 🔔
- Kamino Season 3 Has Concluded
- Nous Research Launches “Psyche”
- Kaito Clarifies Early Termination of Web3Port Agreement
- Perplexity Selects PayPal to Power Agentic Commerce Across
- Hyperliquid Lists LAUNCHCOIN for Futures Trade
- Phantom Wallet Launches Own LST: Phantom Staked SOL ($PSOL)
- Ethereum Foundation Launches ‘Trillion Dollar Security’ Initiative
- OpenAI Introduces the Safety Evaluations Hub
- Ondo Chain Powers First Cross-Chain DvP Txn with Kinexys by J.P. Morgan and Chainlink
Arthur Hayes’ New Essay: “Fatty Fatty Boom Boom”
He argues that capital controls will be used instead of tariffs to correct Pax Americana's imbalances, and that the effects on foreign asset ownership will drive BTC to $1 million and beyond by 2028.
Source: https://cryptohayes.substack.com/p/fatty-fatty-boom-boom?r=aaog1&utm_medium=ios&triedRedirect=true
Nous Research Launches “Psyche”: An Open Infrastructure that Democratizes AI Development
> Psyche democratizes AI by decentralizing training across underutilized hardware.
> Building on DisTrO and its predecessor DeMo, Psyche reduces data transfer by several orders of magnitude, making distributed training practical.
> Coordination happens on the Solana blockchain
https://nousresearch.com/nous-psyche/
Source: https://x.com/NousResearch/status/1922744483571171605
Kamino Season 3 Has Concluded, and a Total 350M KMNO Will Be Distributed to Users in May
Season 3 allocation checker is now live👇
Source: https://x.com/KaminoFinance/status/1922659372750029244
Ray Dalio: The Art of the Deals and the Forces Behind Them
how short-term events (day-to-day issues) and long-term global forces (the big issues) shape markets and geopolitics, and why the big issues and forces are the most important to focus on as an investor
Source: https://x.com/raydalio/status/1922337839825482027?s=46&t=ywALktyM5ZCyt-zigN5Big
Perplexity Selects PayPal to Power Agentic Commerce Across its Perplexity Pro Platform.
> U.S Consumers can soon check out instantly with PayPal or Venmo when they ask Perplexity to find products, book travel, or buy tickets.👇
Source: https://x.com/acce/status/1922623520565084487
Ondo Chain Powers First Cross-Chain Delivery versus Payment (DvP) Transaction with Kinexys by J.P. Morgan and Chainlink
The transaction involved:
> Ondo’s OUSG as the asset leg
> Kinexys Digital Payments as the payment leg
> Powered by the Chainlink Runtime Environment
x.com/chainlink/status/1922646147551605090
Source: https://blog.ondo.finance/ondo-chain-jpmorgan-kinexys-chainlink/
May 13th~ Rollup
🐚 Research and Ideation 💡
- Paul Atkins' Remarks at the Crypto Task Force Roundtable on Tokenization
- Pine Analytics: The Largest DEXs on Solana Don’t Want Your Liquidity
- Decentralised Co: The Inevitability of MEV
- Solana: Issuing Tokenized Equities on Solana Report
- Roger Dickerman: NODE Is Yours
- Thiccythot: The Market Making Game
🐚 News 📕
- Galaxy Digital Signs Longterm Hosting Agreement with CoreWeave
🐚 Project Updates 🔔
- Robinhood to Acquire WonderFi
- VanEck Launches First Tokenized Treasury Fund $VBILL on Securitize
- Yuga Labs Sells CryptoPunks IP to The Infinite Node Foundation
- Virtual’s Yap-for-Points v2.0 Now Live with Kaito
- Re7 Capital Launches $10M Crypto SocialFi Fund
- MetaLeX Launches its SAFE + Token Warrant App
- Chakra Labs Introduces “Scout”—Map the Web
- Coinbase Announces It will Soon Launch cbADA, cbDOGE, cbLTC, cbXRP
- FARTCOIN Spot Deposits, Withdrawals, and Trading are Now Live on Hyperliquid.
MetaLeX Launches its SAFE + Token Warrant App
“While the SAFE governs future equity, the token warrant creates a parallel agreement for future token access - without classifying the tokens as securities upfront”
Source: https://x.com/lex_node/status/1922404233045016668
Chakra Labs Introduces “Scout”—Map the Web
Scout is a browser extension that turns you into a data scout by quietly mapping public content as you browse the web, helping turn the internet into an open, permissionless database.
> It uses your bandwidth to collect data, and as a reward, you climb the leaderboard👇
Source: https://x.com/chakra_ai/status/1922364857241723194?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Solana: Issuing Tokenized Equities on Solana
A solana report on tokenizing equities, covering:
> Native compliance tooling with token extensions
> Capacity to handle ~10% of NASDAQ daily vol
> Cut costs with programmable dividends, stock splits, and voting👇
Source: https://x.com/solana/status/1922311833106489404
$SNS Claim is Now Live
Source: https://x.com/sns/status/1922305690548244749
Re7 Capital Launches $10M Crypto SocialFi Fund
to invest in early SocialFi startups
Source: https://x.com/deLeyritzluc/status/1922286482632364441
Galaxy Digital Has Signed Longterm Hosting Agreement with CoreWeave
CoreWeave has entered into a 15 year agreement with Galaxy Digital to host high performance compute and AI infrastructure at its Helios campus in West Texas, per recent SEC filings.
Source: https://x.com/blockspacepod/status/1905605801919594618