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Updated: May 25, 2026 at 1:44 PM

Shoal Research Hub

DeFi, and Infra | Alpha and Research > Decentralized Capital Markets 👇 Twitter: https://twitter.com/Shoalresearch Research & Articles: www.shoal.gg TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz for inquiries DM: @zaddycoin

Follow @shoalresearch to stay updated with the latest research and markets trends and news

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Shoal Research Hub

Apr 23, 2026, 12:17 PM

April 21st Rollup

Research & Ideation💡
• Coinbase
News & Markets📰
• Justin Sun

Podcasts🎙️
• Shoal Signal • Threadguy’s

Project Updates🔔
• X
• USDai • Volo Protocol• Polymarket • X
• Kalshi • Base
• Tempo • Plasma
Artificial Intelligence🤖
• Codex • OpenAI • Anthropic’s • SpaceXAI

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Shoal Research Hub

Apr 23, 2026, 12:17 PM

📷 Photo

Tencent, Alibaba in Talks to Invest in DeepSeek at $20 Billion-Plus Valuation

> Tencent Holdings and Alibaba Group are in talks to invest in DeepSeek, which is raising funds for the first time at a valuation above $20B.

Source: https://www.theinformation.com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuation

736

Shoal Research Hub

Apr 23, 2026, 12:17 PM

Gensyn Activates Mainnet, Rolls Out Delphi as First Live Application

> Delphi is an information market that allows users to create their own markets in any topic, and others can buy & sell positions on the possible outcomes.

Source: https://x.com/gensynai/status/2046907605680013672

View on X (Twitter)

705

Shoal Research Hub

Apr 23, 2026, 12:17 PM

Threadguy’s Interview with Cobie: The Future of Crypto, Capitalism & Society

Crypto airdrop solving one of AI’s problem

> “I can imagine a world that looks more like how crypto airdrops happen today, but applied to companies, consumer businesses, etc., where the value created by the user is rewarded back to the user when the company goes public”

On how he finds the next big thing in Crypto

> “My mental model is you isolate your risk and you try novel things… instead of trying to figure out why something won’t work, you just give it a go”

On how trillion dollar IPOs exclude the public from wealth creation

> “There’s this betrayal in private markets. SpaceX, OpenAI, and Anthropic have gone from $0 to a trillion dollars without any normal person having any upside from that wealth creation”

> “Public markets have become the liquidity of last resort. Crypto had the same thing. The social promise has been broken in markets”

On Michael Saylor & Strategy

> “I went to the dentist, my dentist asked me if I had any stocks. He said, have you heard about Microstrategy? He said he owns two stocks, 80% of his port is in MSTR and 20% is in PLTR. I was like damn, now I gotta change dentists”

http://www.youtube.com/watch?v=6U5O6GSAPdU&t=2s

Source: https://x.com/notthreadguy/status/2046756611830796752

Shoal Research Hub

Apr 23, 2026, 12:17 PM

🎥 Video

Threadguy’s Interview with Cobie: The Future of Crypto, Capitalism & Society Crypto airdrop solving one of AI’s problem > “I can imagine a world that looks more like how crypto airdrops happen today, but applied to companies, consumer businesses, etc., where…

850

Shoal Research Hub

Apr 23, 2026, 12:17 PM

X Launches Custom Timelines, Powered by Grok

> This feature allows you to pin a specific topic to your home tab. With support for over 75 topics, you can dive deep into your favorite niche on X.

> Works better when it's a topic you engage with.

> Now available to Premium subscribers on iOS

Source: https://x.com/nikitabier/status/2046736181002645520

View on X (Twitter)

683

Shoal Research Hub

Apr 23, 2026, 12:17 PM

X Introduces Topic Snooze Tool: Snooze Topics on Your For You Tab

> Available to Premium subscribers on iOS & Web

Source: https://x.com/nikitabier/status/2046776546858532993

View on X (Twitter)

670

Shoal Research Hub

Apr 23, 2026, 12:17 PM

Justin Sun Files Lawsuit Against World Liberty Financial Over WLFI Tokens

> “Today, I filed a lawsuit in California federal court against World Liberty Financial to protect my legal rights as a holder of WLFI tokens”

> “Certain individuals on the World Liberty project team have been operating the project in a manner that goes against President Trump’s values.”

> “I also want the community to know that I strongly oppose the new governance proposal World Liberty published on April 15.”

Source: https://x.com/justinsuntron/status/2046787043557244983

View on X (Twitter)

703

Shoal Research Hub

Apr 23, 2026, 12:17 PM

SpaceXAI Partners with Cursor to Build World's Best Coding and Knowledge Work AI

> Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for their work together.

Source: https://x.com/SpaceX/status/2046713419978453374

View on X (Twitter)

1,040

Shoal Research Hub

Apr 23, 2026, 12:17 PM

Sui’s Volo Protocol Reports $3.5M Vault Exploit

> The exploit resulted in the removal of ~$3.5M in assets (WBTC, XAUm, and USDC) from Volo Vaults.

> Vault was immediately frozen to prevent exposure

> The ~$28M in TVL across all other Volo vaults is safe, exploit was isolated to 3 specific vaults.

Recovery Update

> The protocol has frozen ~$500K of assets that were part of the breach.

> Successfully intercepted and blocked the hacker's attempt to bridge 19.6 WBTC out of reach.

http://x.com/volo_sui/status/2046825746706890970

Source: https://x.com/volo_sui/status/2046715584201511351

View on X (Twitter)

793

Shoal Research Hub

Mar 29, 2026, 07:35 AM

Claude Adjusts 5-Hour Session Limits During Peak Hours to Manage Demand

> “During weekdays between 5am–11am PT / 1pm–7pm GMT, you'll move through your 5-hour session limits faster than before.”

Source: https://x.com/trq212/status/2037254607001559305

View on X (Twitter)

740

Shoal Research Hub

Mar 29, 2026, 07:35 AM

📷 Photo

ECB Study Concludes DeFi DAOs Aren't as Decentralized as They Claim

> A European Central Bank working paper challenges the notion that DAOs deliver on their promise of distributed governance, finding that token holdings and voting power across four major DeFi protocols are heavily concentrated among a handful of actors.👇

Source: https://thedefiant.io/news/research-and-opinion/ecb-study-concludes-defi-daos-aren-t-as-decentralized-as-they-claim

683

Shoal Research Hub

Mar 29, 2026, 07:35 AM

Umbra Public Mainnet is Now Live and Accessible via iOS TestFlight

> Umbra is a private wallet for transfers, swaps and yield on Solana. It makes transfers and swaps anonymous by unlinking sender and receiver addresses with ZK, & encrypts balances with MPC.

TestFlight link: http://testflight.apple.com/join/u2kgrvp7

Source: https://x.com/UmbraPrivacy/status/2037515091227140105

View on X (Twitter)

708

Shoal Research Hub

Mar 29, 2026, 07:35 AM

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USDT0 is Now Live on Tempo Blockchain

> USDT0 brings Tempo into a more efficient, interconnected ecosystem where dollar liquidity is truly global from day one.

Source: https://blog.usdt0.to/bringing-omnichain-usdt-liquidity-to-tempo

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Shoal Research Hub

Mar 29, 2026, 07:35 AM

Uniswap Labs Launches AI Agent Skills (npx skills add uniswap/uniswap-ai) for Onchain Workflows

> Uniswap launched an AI skills package with 8 tools including a pay-with-any-token skill that makes it easy to swap into tokens required for a 402 challenge, as part of MPP.

Source: https://x.com/Uniswap/status/2037554258606797033

View on X (Twitter)

752

Shoal Research Hub

Mar 29, 2026, 07:35 AM

March 26th Rollup

Research & Ideation💡
• UV:
🐚News & Markets📰
• MARA Holdings

Podcasts🎙️
• a16z:

Project Updates🔔
• DefiLlama
• LayerZero
• Trust Wallet • Tether Gold • HyperEVM • Tether • Etherscan • Coinbase x Better • Hyperliquid
Raises💰
• Megapot
Artificial Intelligence🤖
• Anthropic

713

Shoal Research Hub

Mar 29, 2026, 07:35 AM

📷 Photo

Intercontinental Exchange Announces New $600 Million Investment in Polymarket

> Intercontinental Exchange (ICE) completed a new $600 million direct cash investment in Polymarket as part of Polymarket's equity fundraising round, with an additional $40 million expected in secondary purchases from existing shareholders.

Source: https://ir.theice.com/press/news-details/2026/Intercontinental-Exchange-Announces-New-600-Million-Investment-in-Polymarket/default.aspx

705

Shoal Research Hub

Mar 29, 2026, 07:35 AM

Pendle Launches Pendle Skills and MCP for AI Agent Integration

> This integration let AI agents (via Claude, ChatGPT, etc.) autonomously hunt for yields and execute DeFi transactions on the Pendle protocol

Source: https://x.com/pendle_fi/status/2037364071927034001

View on X (Twitter)

799

Shoal Research Hub

Mar 29, 2026, 07:35 AM

📷 Photo

Anthropic Confirms Testing "Claude Mythos”, a New AI Model More Capable Than Any It Has Released Previously

> Anthropic acknowledged developing and testing a new AI model called "Claude Mythos" (also referred to as "Capybara," a new tier larger than Opus), described as “a step change” in capability, after an accidental data leak exposed its existence.

> It is described as the company's most powerful model to date with dramatic improvements in coding, reasoning, and cybersecurity.

Source: https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/

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Shoal Research Hub

Mar 29, 2026, 07:35 AM

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Tether Signs Big Four Firm to Complete First Full Audit > Tether has entered a formal engagement with a Big Four accounting firm to complete its first full independent financial statement audit. Source: https://tether.io/news/tether-signs-big-four-firm-to…

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Shoal Research Hub

Mar 28, 2026, 06:21 PM

DefiLlama Launches MCP for AI Agents

> DefiLlama introduced an MCP integration with 23 tools and guided research workflows that enable AI agents to access and analyze onchain DeFi data.

> Available now with the DefiLlama API plan.

Source: https://x.com/DefiLlama/status/2037234604629753954

View on X (Twitter)

805

Shoal Research Hub

Mar 28, 2026, 06:21 PM

📷 Photo

Megapot Raises $5M in a Pre-Seed Round Led by Dragonfly to Build a Global Lottery

> Megapot is building a global lottery with one shared jackpot across participants, with their first lottery already offering jackpots exceeding $1M.

Source: https://megapot.io/blog/preseed

808

Shoal Research Hub

Mar 28, 2026, 06:21 PM

AI Acceleration Debate (E/acc vs D/acc): Vitalik vs Beff Jezos (Extropic founder & CEO)

> e/acc (effective accelerationism): go faster, progress is the only path forward

> d/acc (defensive / decentralized acceleration): accelerate, but carefully, or risk losing control

> Vitalk thinks slowing down AGI by four years is worth it, Beff Jezos view delays as exponential opportunity cost. They also discuss:

• The biggest risks of AI
• Whether acceleration is something we can control
• Why decentralization may shape who benefits
• Whether slowing down AI is realistic or desirable
• What the next 10, 100, and 1,000 years might look like, and more👇

http://x.com/a16zcrypto/status/2037212818613895535

Source: https://www.youtube.com/watch?v=AQA7BUtqm1I

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Shoal Research Hub

Mar 28, 2026, 06:21 PM

HyperEVM is Now Fully Supported in MetaMask

> Users can now swap tokens to, from, and across HyperEVM directly in MetaMask.

Source: https://x.com/MetaMask/status/2037214177966907641

View on X (Twitter)

737

Shoal Research Hub

Mar 26, 2026, 07:03 PM

Claude Brings Work Tools to Mobile

> Users can now explore Figma designs, create Canva slides, check Amplitude dashboards, and more, all from your phone.

Source: https://x.com/claudeai/status/2036850783526719610

View on X (Twitter)

754

Shoal Research Hub

Mar 26, 2026, 07:03 PM

Whop Launches Whop Treasury, Offering 6% Yield on Balances, Powered by Aave

> Whop has launched Whop Treasury, a yield feature built into the Whop Finance suite that lets users earn on their balances automatically.

> The yield, distributed by Veda, comes from Aave's Plasma market.

http://x.com/aave/status/2036828379043787194

Source: https://x.com/whop/status/2036820405965447537

View on X (Twitter)

671

Shoal Research Hub

Mar 26, 2026, 07:03 PM

The Best Content Engine in the AI Age

> The piece argues project-based content (build something, then talk about it) is the best content engine in the AI age, unlike traditional content engines (educational, research) getting commoditized by AI.

> The project becomes your content engine, creating durable output and authentic storytelling.

> “Project-based content is where AI creates the most leverage, for a reason that has nothing to do with content production. AI makes it dramatically easier to complete projects.”👇

Source: https://research.auditless.com/p/the-best-content-engine-in-the-ai

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Shoal Research Hub

Mar 26, 2026, 07:03 PM

Ethereum Foundation Launches http://pq.ethereum.org/: a Dedicated Resource for Ethereum's Post-Quantum Security Effort.

> After over eight years of research, the EF has consolidated its multi-team PQ effort into one site, featuring the full roadmap, FAQs, open-source repos, research papers, and updates on weekly devnets from 10+ client teams preparing for quantum threats.👇

Source: https://x.com/ethereumfndn/status/2036464704235692454

View on X (Twitter)

841

Shoal Research Hub

Mar 26, 2026, 07:03 PM

AI-Powered Humanoid Robot Joins First Lady Melania Trump at White House EdTech Summit

Source: https://x.com/TheInsiderPaper/status/2036830060053930082

View on X (Twitter)

728

Shoal Research Hub

Mar 26, 2026, 07:03 PM

Castle Labs: The Evolution of Commodities

> A deep-dive report on the evolution of commodities using the Iran strikes as a case study and a comparative analysis of Hyperliquid and the CME across their oil markets during certain stress periods.👇

Source: https://x.com/castle_labs/status/2036823072624537912

View on X (Twitter)

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