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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
AI Is Creating a Two-Speed Jobs Market in the UK: Indeed
“Demand is concentrating around experienced workers and roles directly connected to AI, rather than flowing evenly through the profession.”
> Demand is rising for experienced software, IT, and engineering talent, while accounting, retail, and manufacturing jobs are declining.
Source: https://www.bloomberg.com/news/articles/2026-08-02/ai-is-creating-a-two-speed-jobs-market-in-the-uk-indeed-says?taid=6a6ec57371891d00011bf14f&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Rain Cards' Connor Dempsey on People Leaving Crypto
“I get the pull of AI, but crypto is still a more interesting place to be than it ever has been”
> He argues AI is attracting crypto talent due to stronger funding and hiring, but warns the AI boom may be cooling and could face its own downturn.
> SALP margin calls, SpaceX IPO down 50%, OpenAI pushing its IPO to 2027, Dempsey argues talent leaving crypto for AI roles risks repeating the 2021 mistake.
> He believes crypto remains the bigger long-term opportunity, citing stablecoin adoption, tokenized finance, and crypto x AI as the industry's next major growth drivers.
Source: https://x.com/Cdempsey44/status/2083641246669811944
Coldcard Hack Grows to $88.6M as Third Wave Drains Additional 207 BTC
> Galaxy Research has identified a third wave of Coldcard wallet drains, bringing the total hack to 1,367 BTC (~$88.6M) across 4,585 addresses.
Source: https://x.com/glxyresearch/status/2083623500183421043
The Only Source of Truth is Making Mistakes
Source: https://x.com/thedankoe/status/2083252202739491003
OpenAI's Astra Solves Ten Long-Standing Mathematics and Computer Science Problems
> OpenAI's unreleased Astra model solved ten open problems across high-dimensional geometry, group theory, quantum complexity, and extremal combinatorics, problems unsolved for at least a decade, at a total compute cost of roughly $2,000.
Source: https://openai.com/index/ten-advances-in-mathematics/
July 31st Rollup
🐚Research & Ideation💡
• CZ Warns Hardware Wallets Are Not Bug-Free, Urges Fund Diversification
• Galaxy Research: Bitcoin Losses Linked to Coldcard Vulnerability Grow to $70M
🐚News & Markets📰
• Leopold Aschenbrenner Vows to ‘Fight Another Day’ in a Letter Sent to the LPs
• Pumpfun Laid Off Employees Just 2 Months Before Token Vesting Was Scheduled
🐚Project Updates🔔
• Uniswap Launches Earn Feature, Powered by Morpho
Crypto's Next Billion Users Won't Buy Bitcoin First: They'll Trade the World's Biggest Moments
> Crypto’s adoption has always been that people had to want crypto to use it. Set up a wallet, buy a volatile asset, believe in some thesis. Prediction market changes that.
> People now come for the World Cup final, the Fed decision, election, and not even thinking about or need to understand the settlement layer underneath, or in any way see themselves as crypto bros.
> Prediction markets let crypto disappear while the blockchain rails just power it underneath.
> The sector processed $113.8 billion in notional volume alone in Q2 2026, powered by major sporting events including: the UEFA Champions League final, the NBA Finals, and the FIFA World Cup.
> Prediction markets aren’t asking anyone to believe in crypto. They’re quietly proving it works. And that’s exactly why they might be the wave that sticks.
Source: https://pumpey93.substack.com/p/cryptos-next-billion-users-wont-buy?r=lwdxw&utm_campaign=post&utm_medium=web&triedRedirect=true
Galaxy Research: Bitcoin Losses Linked to Coldcard Vulnerability Grow to $70 Million
> Nearly 1,200 Coldcard wallet addresses were drained of 1,082 BTC (~$70M) in under an hour on July 30, exploited through a firmware bug in Coldcard Mk3 and later Mk4/Mk5 devices that affected seed generation, a vulnerability Coinkite's CEO suggested may have been discovered using AI-assisted code review.
x.com/glxyresearch/status/2083181683067506899
Source: https://www.theblock.co/post/410332/bitcoin-losses-linked-coldcard-vulnerability-70-million-galaxy-research
Leopold Aschenbrenner Vows to ‘Fight Another Day’ in a Letter Sent to the LPs Last Night
> “These were very expensive scars, but I am dedicated to ensuring they will be invaluable lessons for our organisation and for myself as we move forward,” Aschenbrenner wrote. “My core promise to you is that we will not waste the opportunity to learn from these events.”
> “Over the past two years, we have delivered outstanding results, despite occasional sharp pullbacks. But our fund must always be structured such that we can take a loss and fight another day.”
Source: https://www.ft.com/content/a0a5e3a7-c4e6-42a6-9a7b-a780422bcd76?syn-25a6b1a6=1
San Francisco Startup Launches $30-Per-Hour Humanoid Robot Home Cleaning Service
Source: https://x.com/ABC/status/2083037009195463126
Gaddamn!!! 💀
Source: https://x.com/ThinkingUSD/status/2083075416441372899
Haseeb: Without Crypto, the Current AI Boom Would Not Have Been Possible.
Source: https://x.com/hosseeb/status/2082861982936658428
Elon Musk: “This will Happen Frequently as AI Becomes Smarter and More Agentic”
Source: https://x.com/elonmusk/status/2083029580453966241
Simile Raises $200M at $2B Valuation for AI Human Behavior Simulations
> Simile is a Simulation Company, they aim to simulate human behavior to keep people at the center of the decisions that shape the world.
Source: https://www.simile.com/blog/series-b
August 1st Rollup
🐚Research & Ideation💡
• Connor Dempsey on People Leaving Crypto
• Cobie: “0% Chance TraderXYZ Is Raising Money”
• WSJ: Corporate America Has Suddenly Decided to Stop Blowing Money on AI
🐚News & Markets📰
• Trump Media's New Paid Data Service Goes Live
• Alex Thorn Accuses Duel Casino of Refusing to Freeze Funds Linked to Coldcard Bitcoin Hack
• BNB Chain Pursues Legal Action Against Former Employee Over Unauthorized Meme Token
🐚 Artificial Intelligence🤖
• OpenAI's Astra Solves Ten Long-Standing Mathematics and Computer Science Problems
Cobie: “0% Chance TraderXYZ Is Raising Money”
Source: https://x.com/cobie/status/2083857690984345995
Alex Thorn Accuses Duel Casino of Refusing to Freeze Funds Linked to Coldcard Bitcoin Hack
> A Coldcard hack victim watched 17 BTC converted to 229 ETH (~$445K) via THORChain and deposited into offshore casino Duel, which refused to freeze the funds and directed the victim to file a police report despite forensic proof linking the deposit to a live hack.
Source: https://x.com/intangiblecoins/status/2083792644048597326
Corporate America Has Suddenly Decided to Stop Blowing Money on AI
The era of AI "tokenmaxxing" in corporate America is over. Companies now embraces "thrift-maxxing”
> Companies are abandoning AI model loyalty, mixing cheap Chinese open-weight models like DeepSeek and Kimi with premium offerings from OpenAI and Anthropic to slash costs, a shift WSJ calls "thrift-maxxing”, threatening the valuations of frontier AI labs ahead of their public listings.
Source: https://www.wsj.com/business/china-us-ai-model-costs-53a12e96?mod=e2tw&mod=e2tw
Trump Media's New Paid Data Service Goes Live, Giving Clients Faster Access to Trump’s Posts
> Trump Media and Technology Group’s launched its new paid data service on Aug. 1, providing faster access to Truth Social posts from President Donald Trump and other top accounts on the platform.
Source: https://www.cnbc.com/2026/08/01/trump-medias-new-data-service-gives-faster-access-to-trumps-posts.html?taid=6a6e008206e58b00018fb62c&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter
BNB Chain Pursues Legal Action Against Former Employee Over Unauthorized Meme Token
> A former BNB Chain employee retained unauthorized access to a wallet seed phrase after their departure and used it to launch an unsanctioned meme token, which BNB Chain has disavowed and is now pursuing legal action over.
Source: https://x.com/BNBCHAIN/status/2083495494962003998
Pumpfun Reportedly Laid Off Employees Just 2 Months Before Token Vesting Was Scheduled
> For one employee, the dismissal meant missing out on seven figures worth of PUMP tokens.
Source: https://www.sandmark.com/news/top-news/pumpfun-laid-employees-two-months-token-vesting
CZ Warns Hardware Wallets Are Not Bug-Free, Urges Fund Diversification
> “Split your funds in a few wallets maybe? This has a different set of risks. Nothing is 100%.”
Source: https://x.com/cz_binance/status/2083446448461606930
Artificial Intelligence or Machine Intelligence?
Source: https://x.com/deanwball/status/2083250662779789591
Uniswap Launches Earn Feature for USDC, USDT, and ETH Yield Generation, Powered by Morpho
> Earn lets you lend your assets and collect yield, all inside the Uniswap Web App and Wallet.
Source: https://x.com/Uniswap/status/2083206518325821615
July 30th Rollup
🐚Research & Ideation💡
• Flood: “Crypto People Don't Have Any Alpha in Equities”
• Haseeb: Without Crypto, the Current AI Boom Would Not Have Been Possible.
🐚News & Markets📰
• CITADEL BUYS SITUATIONAL AWARENESS’S STOCK PORTFOLIO
• Leopold Aschenbrenner’s Hedge Fund Has Sold All of its Public Stock Holdings
• Pavel Durov Says Russia Designated Him a Terrorist Over Telegram Surveillance Refusal
🐚Project Updates🔔
• Open USD will Launch On Ethereum On Day One
🐚Raises💰
• Simile Raises $200M at $2B Valuation for AI Human Behavior Simulations
🐚 Artificial Intelligence🤖
• Anthropic Models Breached Real Systems in Security Tests
• OpenAI Cuts GPT-5.6 Luna Prices by 80%, Terra by 20%, and Speeds Up GPT-5.6 Sol
Flood: “Crypto People Don't Have Any Alpha in Equities”
> “Equities are an extremely difficult and hyper efficient game with the smartest people in the world playing."
> “A lot of people on crypto Twitter are like, 'Look at Micron's PE ratio,' and I'm like, guys, this is f*cking crazy."
> “There's no way that you think just because you put the 10-Q into ChatGPT and you said, 'What is the PE ratio?', that you think you have more alpha than people doing semiconductor research and Jane Street... it was just like, OK."
> “Crypto people are unfortunately quite late. You saw this with gold…with oil, and you're seeing this again with memory."
Source: https://x.com/dnapway/status/2082991229743280257
U.S. Company Satyress Develops Centaur-Style AI Robot for Dangerous Environments
> Designed for dangerous environments: wildfires, rubble searches, toxic areas and confined spaces.
> The system combines a humanoid upper body with a quadruped mobility platform.
Source: https://x.com/Drone_Wars_/status/2082234120235590099
Anthropic Models Breached Real Systems in Security Tests
> A misconfigured evaluation environment gave Claude models unintended internet access during capture-the-flag exercises, leading three models, Opus 4.7, Mythos 5, and an internal research model to compromise multiple organizations' infrastructure while believing they were operating in a simulation.
Source: https://www.anthropic.com/news/investigating-incidents-cybersecurity-evals
OpenAI Cuts GPT-5.6 Luna Prices by 80%, Terra by 20%, and Speeds Up GPT-5.6 Sol
Source: https://x.com/OpenAI/status/2082878156483219672