-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Rex Woodbury | Digital Native: How AI Is Reinventing Wealth Advisory
Case Study: “Continuum” which embodies AI's revolution in knowledge work
> Continuum uses AI to synthesize data across meetings, emails, and CRMs to surface insights and drive the next best action for every client👇
Source: https://www.digitalnative.tech/p/how-ai-is-reinventing-wealth-advisory
Alea Research: Rumpel - Access Instant Liquidity from Points: What You Need to Know
Points have become the go-to bootstrapping strategy for most projects now, yet they remain illiquid and untradeable.
> Rumpel addresses these challenges through a points tokenization protocol that brings liquidity and price discovery to off-chain loyalty points👇
Source: https://alearesearch.substack.com/p/rumpel-access-instant-liquidity-from
May 20th~ Rollup
🐚 Research and Ideation 💡
- Tiagovalhalla: Why User-First Tokenomics Are Reshaping Crypto: From Hyperliquid to MegaETH
- Arkham: Ethereum Cofounder Jeffrey Wilcke Sends $262M in ETH to Kraken
- Bitcoin Suisse | Verified Podcast: $500K Bitcoin? VanEck's Gold Benchmark
- FabianoSolana: Overview of Solana Debit Cards
- Catalysis: Economic Security of Multiple Shared Security Protocols
- Tradetheflow: Why TipRouter Matters - A Full Deep Dive
- Tiger Research: Stablecoins as Vietnam's Parallel Financial System
- Ryan Connor: Consumer Crypto and Net New Assets (NNAs)
- Jordan McKinney: zkTLS as a Key to Crypto Mass Adoption
🐚 Project Updates 🔔
- Kaito Surpasses 20.8M in Staked $KAITO
- Google Introduces “AI Ultra” Plan
zkTLS as a Key to Crypto Mass Adoption
Explainer by Jordan McKinney
Source: www.youtube.com/watch?v=tG61BCaZTQ0
Consumer Crypto and Net New Assets (NNAs)
“NNAs are assets that didn’t previously exist &/or couldn’t exist without crypto rails”
> Memecoins, social tokens, gas tokens, prediction market contracts, real estate derivatives on Parcl, and more are said to fit this description
> This article describe what NNAs are, why they’re likely the next new paradigm in retail risk taking, and some NNA apps to keep eyes on👇
Source: https://x.com/_ryanrconnor/status/1924876335777734950
Why TipRouter Matters - A Full Deep Dive
This article discusses REV (Real Economic Value), why It matters, and how it is generated on Solana
> It shows how the introduction of TipRouter NCN by Jito marks a key milestone in improving incentive distribution, which in turn makes the Solana network more resilient.👇
Source: https://twitter.com/tradetheflow_/status/1924758333539373103
An Overview of Solana Debit Cards
Source: https://x.com/fabianosolana/status/1924483652152627612?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Ethereum Cofounder Jeffrey Wilcke Sends $262M in ETH to Kraken
Source: https://x.com/arkham/status/1924831068928069669
Kaito Surpasses 20.8M in Staked $KAITO
Source: https://x.com/sandraaleow/status/1924812080613622095
Messari: DePIN Tokenomics Part 3
Exploring valuation dynamics for DePIN protocols, analyzing how various factors impact FDV, such as:
> Revenue generation
> Cost of supply
> Scalability models
> Tokenomic design
> Liquidity depth, and more
Source: https://x.com/dylangbane/status/1924557995616424290
Solayer Introduces the Genesis Emerald Rewards Program in Collaboration with Nubit
> You get to claim ₿TC + PolyPass when connecting a Bitcoin address to your Emerald Card
> PolyPass gives you access to future airdrops, Bitcoin Thunderbolt whitelist spots, and more
To qualify:
> You have to earn 50 Emerald Points or more
> Participated in Solayer community sale
Source: https://x.com/solayer_labs/status/1920161581582942399
Accelerating Perena - Part I
Perena is a stablebank that offers a modern, liquid savings account, powered by composable currencies.
It centers on:
> USD (now adding T-bill yield via Franklin Templeton)
> Numéraire’s NBBO-style stable-liquidity layer
> Composable currency vaults.
> This post offers a look at where Perena is headed and reflections on how it got here👇
Source: https://twitter.com/gizmothegizzer/status/1924593810832515194?s=52&t=txFAbiSPTdLLDlAYj9X_AA
$SOON Airdrop Checker is Now Live
https://airdrop.soo.network/
⚠️ Double check links ⚠️
Source: https://x.com/soon_svm/status/1924379566531096632
Cap Stablecoin: Scaling Yield Through a Layer of Operators and Shared Security Guarantees
A look at how Cap solves DeFi’s long-standing issues around custody, scalability, and sustainable yield.
> By combining decentralized, operator-driven strategies with economically enforced security, Cap sets a new standard for trustless financial infrastructure👇
Source: https://x.com/0xyanshu/status/1924477538811986136
Microstrategy Acquires Another 7,390 BTC at ~$103,498 Per BTC and Now Holds 576,230 BTC
Source: https://x.com/saylor/status/1924436184664559807
Solana Mobile Announces $SKR Token, the Native Asset of the Solana Mobile Economy
The Solana Mobile “Seeker” smartphone will also start shipping on August 4th, 2025.
> SKR tokens will go directly to builders & users for ecosystem participation.👇
Source: https://x.com/solanamobile/status/1925168003840114823
Hyperliquid Reached a New ATH in OI of >$8B
Source: https://x.com/HyperliquidX/status/1925125505801678958
Google AI Ultra: The Best of Google AI in One Subscription
Google AI Ultra is a new AI subscription plan with the highest usage limits and access to their most capable models & premium features plus Veo 3
> With Google AI Ultra, you get: Gemini, Flow, Whisk, NotebookLM, YouTube Premium, 30 TB of storage, Gemini in Chrome, and more
> Available in the U.S. for $249.99/month
Source: https://blog.google/products/google-one/google-ai-ultra/
Tiger Research: Stablecoins as Vietnam's Parallel Financial System
“Stablecoins operate as an independent financial rail in Vietnam. They facilitate trading, remittances, and serve as a store of value beyond traditional banking systems and government oversight.”
> This article analyzes how Vietnamese users have created a parallel financial system through stablecoin adoption.👇
Source: https://reports.tiger-research.com/p/stablecoins-as-vietnams-parallel-vnd-eng?r=aaog1&utm_medium=ios&triedRedirect=true
Catalysis: Economic Security of Multiple Shared Security Protocols
As AVSs tap into multiple SSPs, this leads to stake fragmentation which attackers can target the weakest link and undermine the entire system.
This paper defines the Multiple SSP Problem in Restaking and examines two system designs:
> Model M (Fragmented) – each SSP runs independently (more flexible, but riskier).
> Model S (Unified) – AVSs use a single validator set with aggregated slashing logic👇
https://arxiv.org/pdf/2505.03843
Source: https://x.com/0xcatalysis/status/1924797314356675009
Bitcoin Suisse | Verified Podcast: $500K Bitcoin? VanEck's Gold Benchmark
With Matthew Sigel - head of digital asset research at VanEck
Discussion:
> The rising dominance of Bitcoin & its resilience
> Correlations with traditional risk assets,
> The future of corporate Bitcoin treasury strategies
> The increasing institutional demand for Bitcoin ETFs
> Insights into the evolution of VanEck's digital asset strategies, including Bitcoin ETFs and a new Node fund focusing on companies engaged in blockchain technology.👇
Source: https://www.youtube.com/watch?v=wPx63vw4mSw
May 19th~ Rollup
🐚 Research and Ideation 💡
- Ethresearch: A Local-Node-Favoring Delta to the Scaling Roadmap
- Variant: Building Collective-Intelligence Systems
- Frontier Fintech: It's a Family Affair - Generational Wealth Meets Fintech
- Michaellwy: Can Horizontal Scaling Get Us Closer to AGI?
- Anna Perena: Accelerating Perena - Part I
- Messari: DePIN Tokenomics Part 3
- 0xyanshu: Cap Stablecoin: Scaling Yield Through a Layer of Operators & Shared Security Guarantees
🐚 News 📕
- Microstrategy Acquires Another 7,390 BTC at ~$103,498 Per BTC and Now Holds 576,230 BTC
🐚 Project Updates 🔔
- SOON Airdrop Checker is Now Live
- Anza Introduces Alpenglow: A New Consensus for Solana
-Open Cap Table Protocol (OCP): The Onchain Infrastructure Making Equity Programmable
Why User-First Tokenomics Are Reshaping Crypto: From Hyperliquid to MegaETH
“Aligning tokenomics around user ownership isn't merely ethical; it's strategically powerful.”
> Hyperliquid and MegaETH illustrate this from two different approaches: one purely user-driven, the other balancing venture capital and community incentives
> Both demonstrate that community alignment fosters organic growth, enhances liquidity, and cultivates dedicated stakeholders.👇
Source: https://twitter.com/tiagovalhalla/status/1924531394467795334?s=46&t=2q9OLMlaobNlHLewOXT4uA
Presto Research: Quantum Computing Expert Answers All Your Crypto Questions
15 Questions, 3 Difficulty Levels
Source: https://www.prestolabs.io/research/quantum-computing-expert-answers-all-your-crypto-questions
Crypto Industry Cheers Progress in ‘Historic' Stablecoin Legislation as Senate Voted 66-32 to Invoke Cloture on the GENIUS Act.
Source: www.theblock.co/post/354964/crypto-industry-cheers-stablecoin-progress-genius-act?utm_source=twitter&utm_medium=social
Alpenglow: A New Consensus for Solana
Alpenglow is a consensus protocol tailored for a global high-performance proof-of-stake blockchain
> It introduces Votor which takes over the voting and block finalization logic while Rotor is flattening the turbine tree to reduce network latency
> Votor finalizes blocks in a single round of voting if 80% stake is participating, and it finalizes in two rounds of voting if 60% of stake is responsive
https://www.anza.xyz/blog/alpenglow-a-new-consensus-for-solana
Source: https://x.com/anza_xyz/status/1924491939040133515
Michaellwy: Can Horizontal Scaling Get Us Closer to AGI?
Exploring the nature of LLM and a breakdown of the principles & architecture behind Fortytwo
> Fortytwo is a decentralized AI network that runs swarms of language models on consumer‑grade hardware, coordinating them into one inference engine that can out‑scale and out‑reason centralized giants.👇
Fortytwo whitepaper: https://arxiv.org/pdf/2409.08386
Source: https://x.com/michael_lwy/status/1923030957415858372
Frontier Fintech: It's a Family Affair - Generational Wealth Meets Fintech
Positioning African family capital as a structural enabler of fintech growth, why it matters, playbooks and global case studies.👇
Source: https://frontierfintech.substack.com/p/83-its-a-family-affair-generational
May 18th~ Rollup
🐚 Research and Ideation 💡
- Intelligence On Chain: The Fake Ledger That Stole Everything
- 0xPrismatic: AI Makes Crypto Work, Crypto Makes AI Safe
🐚 News 📕
- Moody’s Issues First-Ever Downgrade of U.S. Credit Rating Amid Surging Debt Concerns