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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
ZachXBT Exposes US-Based Crypto Scammer Tiffany Milanovich Linked to $5M in Hardware Wallet and Exchange Impersonation Thefts
> Tiffany posed as hardware wallet and exchange support to steal over $5M from victims, including a $1.2M Trezor drain and a $500K Coinbase theft while openly flaunting stolen funds and luxury purchases on social media.
Source: https://x.com/zachxbt/status/2086785482487456201
Strategy Sells 1,690 BTC ($108M) Over Past Week
Source: https://www.strategy.com/press/strategy-increases-usd-reserve-by-650m-to-4-point-65b-and-repurchases-109m-of-strc_08-10-2026
OpenClaw Agent Exploits Gym API Vulnerability to Hijack Reservation in Australia’s First Autonomous Cyberattack
> An Australian man asked his Claude-powered OpenClaw agent to book a popular gym class.
> The agent found a software vulnerability that let it book the class several weeks in advance, far beyond what was supposed to be possible.
> When asked to move him up the waitlist, it kicked another gym-goer off the list, cancelled the person in the first spot and moved him up the list.
> The user asked the agent to undo this but agent replied “bad news, I can't add them back”.
Source: https://www.abc.net.au/news/2026-08-10/ai-assistant-hacks-gym-website-aus-cyber-attack/107007986
Long Range Career Advice: Career Compounding
> Knock on doors, many outside your league, get in the room, work harder and be reliably useful.
> Get that knowledge/experience, build relationships, seize ssymmetric opportunities (a startup to found/join), and handle failures well because you will fail a lot in the process.
a good read👇
Source: https://x.com/spakhm/status/2085049411332087891?s=46
Coinbase CEO: Crypto Doesn't Get Enough Credit for the Financial Access It Has Already Unlocked
> Stablecoins brought the dollar onchain, DeFi gives anyone access to credit, tokenized stocks let people get exposure to the US stock market, and bitcoin gives a store of wealth resistant to inflation.
> “There’s more to do of course, but don’t forget about how far we’ve come”
Source: https://x.com/brian_armstrong/status/2086474332323115347
August 8th Rollup
🐚Research & Ideation💡
• Vas: AI Adoption is a Myth
• a16z: AI Is Crushing IT Services Valuations to Decade
• Christian Catalini: Surviving the AI Moatpocalypse
• Black Hat USA 2026: The OpenAI–Hugging Face Incident
🐚 Artificial Intelligence🤖
• Claude Code Sessions Can Now Message Each Other
Eliza Labs Founder Says He Held $25M Worth of ElizaOS Tokens All the Way Down to $40,000 Before Selling to Pay his Taxes.
> "They all knew it was a memecoin. We said it."
Source: https://x.com/CoinDesk/status/2086308993589522905
The OpenAI–Hugging Face Incident: A Technical Reconstruction and Its Implications for AI
OpenAI traced the roots of the attack back to May 7, during training of an unreleased frontier model
> OpenAI researcher Eric Wallace and security engineer Michael Dalton gave a detailed talk on the Huggingface incident: their models creating "the message board", model misalignment, slowing down research to enhance security, and more, with a full detailed postmortem coming later.
Source: https://www.youtube.com/watch?v=87DyyMV0kCY
AI Adoption is a Myth
> Enterprise AI adoption is a myth, across every rollout, 5-10% of employees become power users burning 90% of tokens while 70% barely use it at all.
> The solution is also not better prompting training. Training employees how to prompt is 10% of the game.
> The other 90% is training your employees to understand which workflows should never touch a model vs which workflows should be entirely automated.
> Instead of reporting ‘adoption’ to your board, report what share of the work today is manual vs hybrid vs fully automated. This is the only reporting and conversation that matters.
Source: https://x.com/vasuman/status/2085806422072418632
AI Is Crushing IT Services Valuations to Decade Lows as Budgets Shift to AI
Source: https://www.a16z.news/p/charts-of-the-week-bookslop
Senate Reportedly Scheduled to Vote on Clarity Act on Sept. 15
Source: https://x.com/BrendanPedersen/status/2086070720459628598
Crypto Payment Cards Hit $759M in Monthly Spend as Stablecoin Payments Go Mainstream
Source: https://x.com/a16zcrypto/status/2085822242752262572
OpenAI: “After Evaluation, we are treating Astra as our first "critical" model for cybersecurity under our Preparedness Framework”
> “We're putting additional controls in place to ensure Astra's further development happens safely and securely.”
Source: https://openai.com/index/responding-next-frontier-critical-cyber-capabilities/
Solana-Based Perp Platform Flash.Trade to Wind Down Operations Unless Acquisition Deal Is Reached
“Flash is going to be winding down operations if we are not able to find an interested party for acquisition”
> “Ethically we are misaligned with the current direction of the crypto ecosystem”
> “It's clear to Flash Trade based on our own flows that traders want to push further out on the risk curve”
> “We never found a way to serve that demand while sitting comfortably and that tension never resolved internally for the Flash Trade team.”
Source: https://x.com/FlashTrade/status/2085749366468534524
Visa’s Stablecoin Strategy
> “Visa leverages VSP and its 96.8% crypto card market share to dominate the stablecoin value chain from bank onchain integration to real-world spending.”👇
Source: https://x.com/Jun__Yoo/status/2085658799243702587
Bitmine Acquires Additional 7,391 ETH and Now Holds 5,805,238 ETH
Source
Mark Zuckerberg: The Future is for Everyone
Everyone will have an exceptionally capable personal agent that understands you, your goals, and everything you care about
Cloudflare CFO: Humans Will Be a 'Rounding Error' on the Internet as Bot Traffic Set to Exceed Human Traffic 1,000x in Five Years
Source: https://www.theregister.com/networks/2026/08/07/humans-will-be-a-rounding-error-on-the-internet-says-cloudflare-exec/5284429
Ask The AI How To Ask The AI
> Trying something AI can't do costs you thirty seconds.
> Skipping something it could have done costs you the entire task, silently, forever.
> That asymmetry decides how much you get out of the machine.
> The gap between light and power AI users isn't skill, it's reflex
> Power users have collapsed the latency between "I have a problem" and "I could hand this to AI" to near zero, while most people's sense of what AI can do freezes at their first impression and never updates.
Source: https://x.com/somonaut/status/2084758908015661410?s=20
Dollar-Backed Stablecoins Now Dominate Crypto Card Spending as USDC and USDT Capture 84% Share, Replacing Euro-Backed Stablecoins
> EURe's share of crypto card spending collapsed from 88% in early 2024 to just 2% by July 2026, with USDC now handling 58% and USDT 26% of all crypto card volume as digital dollars take full control of the category.
Source: https://x.com/a16zcrypto/status/2086498977139319047
Some Bear Market Thoughts on Crypto
> We're in the peak depth: almost everyone is done selling, we just lack marginal buyers yet.
> Fundraising is pretty bad right now, particularly early-stage.
> Teams are shutting down left & right, mostly due to lack of funds or PMF
> There's a huge gap in early-stage funding: best time to angel invest at a low val
> Everyone is now either: building an 'everything exchange' or packaging yield
> 2 types of chains left: general community-led (eth & solana), distribution-led (base, rh, tempo, bsc)
> The survived teams are incredibly product-focussed now: better trading execution + ux/mobile focus
> Few traders left in trenches: but they're incredibly smart and they can make money in any market now
> memecoins (internet culture coins) will come back as macro moves and capital rotates from ai.
> Crypto is now just 'financial markets’ with broadly four markets with PMF: memecoins & spot (solana/rh), perps (hl), yields (eth), and prediction markets (poly).
Source: https://x.com/yashhsm/status/2086145453226398145
OpenAI Security Engineer Michael Dalton on the OpenAI–Hugging Face Incident
> Wallace: “Frontier models really like to cheat, and the reason they like to cheat is because often during training, there’s different types of pressure on them to work fast, or work efficiently.”
> “What makes this incident interesting is that once one agent was able to find these kind of exploits over the course of different times, it’s actually able to share those exploits on the message board with other agents. So once one model is able to find a way to open the door to some access it’s not supposed to have, it can leave the door open for other agents to use.”
> He revealed that even after the original message board was deleted, “the agents restablished the message board via different means and mechanisms.”
> The agents recreated their deleted message board by using Artifactory’s remote cache to communicate through directory names, allowing them to coordinate tasks and restore agent-to-agent communication.
Source: https://www.youtube.com/watch?v=87DyyMV0kCY
Claude Code Sessions Can Now Message Each Other
> Instead of having to re-explain yourself in another session, you can now tell Claude to do it.
> It sends a summary, ask question, flag relevant changes and the other session picks it up mid-task.
Source: https://x.com/ClaudeDevs/status/2085817074816070014
Surviving the AI Moatpocalypse
Three economic principles for navigating AI's unknown unknowns:
> Compete on advancing measurement, or double down on domains that escape measurement entirely.
> “If execution becomes free and abundant for anything that can be measured, value accrues to the verification last mile.”
> “Scaling verification faster than your competitors establishes verification-grade network effects, allowing you to build better models and widen your lead.”
Source: https://x.com/ccatalini/status/2085819875520573859
August 7th Rollup
🐚Research & Ideation💡
• Jun Yoo: Visa’s Stablecoin Strategy
• a16z: Crypto Payment Cards Hit $759M in Monthly Spend
• Shoal Research: Circle and $USDC's Role in the Agentic Economy
• Sharplink CEO: EIP-8363 Is the Wrong Proposal, at Exactly the Wrong Time
🐚News & Markets📰
• Situational Awareness Invests $500M in a Stealth Startup Called Source Foundry
🐚Project Updates🔔
• Artemis Pivots From Crypto Data to Building AI Analysts for All
• Flash.Trade to Wind Down Operations Unless Acquisition Deal Is Reached
• X Launches Original Content Rewards Program, Replacing Revenue Sharing
🐚 Artificial Intelligence🤖
• OPENAI SLOWS ASTRA MODEL RELEASE
Situational Awareness Has Invested $500M in a Stealth Startup Called Source Foundry, Including a Fresh $400M Infusion this Week.
> Source Foundry wants to challenge ASML, which sells the extreme ultraviolet lithography (EUV) machines used for making cutting edge AI chips.
Source: https://x.com/anissagardizy8/status/2085856908855185588
X Launches Original Content Rewards Program, Replacing Revenue Sharing
> X is replacing its Revenue Sharing program with the Original Content Rewards Program, which pays creators for qualified impressions from Premium users on original content.
> All existing creators will have to re-apply starting September 8th.
Source: https://x.com/XCreators/status/2085835082166653393
Shoal Research: Circle and $USDC's Role in the Agentic Economy
As agents drive more economic value, it creates opportunities to build moats in the payment stack
> Circle has positioned itself for agent payments by building on the position it already held, a proven asset, compliance a builder inherits, and economics that compound as USDC circulates.
> In our latest piece, we dive into how the agent economy is taking shape, and why Circle built an AI stack to settle agentic commerce in USDC.👇
www.shoal.gg/p/circle-and-usdcs-role-in-the-agentic
Source: https://x.com/Shoalresearch/status/2085789554250834119
Artemis Pivots From Crypto Data to Building AI Analysts for All
“Make investing accessible to all and allow anyone to harness the power of LLMs to make money in ALL assets: equities, tokens, private markets”
> Artemis is expanding from a crypto data platform into an AI-powered investment platform, launching Artemis Analyst to help investors analyze equities, tokens, and private markets using proprietary datasets and AI agents.
Source: https://substack.com/home/post/p-210251006
OPENAI SLOWS ASTRA MODEL RELEASE AFTER INTERNAL EVALS FLAG POTENTIAL CRITICAL CYBER CAPABILITIES: AXIOS
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