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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
rargulati | Coinlist: How to Launch a Hyped, Legit Token
> The community needs to feel like they’re insiders
> Do an inside sale for the top community members @ a good discount
> Others should also get a fair pre launch price for the community round
> Be transparent and don’t engage in shenanigans
> Teams and community should vest, investors and partners probably not.
> Low float high fdv is broken, Projects should go to market with a higher float
Source: https://x.com/rargulati/status/1842736068422164699?s=52&t=txFAbiSPTdLLDlAYj9X_AA
“Fear Not, the Devil Shall Print Money and It Shall Be Their Ruin” - Arthur Hayes
Source: https://x.com/CryptoHayes/status/1842386737793815028
Chris Burniske: Memecoins’ Tendency to Trigger Signals Bigger Growth Ahead
“Memecoins’ tendency to trigger is all you need to observe to know they’ll be bigger than we expect in the expansion ahead”
Source: https://x.com/cburniske/status/1842979350104445242
Vac Research | zkVM Testing Report: Evaluating Zero-Knowledge Virtual Machines for Nescience
In an attempt to identify the most suitable zkVM for the Nescience architecture, Vac tested 6 promising zkVMs to see which is most suitable: SP1, RISC0, Nexus, ZkMIPS, and ZkWASM
> They assessed their memory consumption and ability to handle arithmetic operations
> RISC0 emerged as the top choice excelling in both proof generation time and size while maintaining a reasonable memory footprint👇
Source: https://vac.dev/rlog/zkVM-testing/
0x_Knight: Rewiring the Matrix: Grass's Blueprint for AI's Data Democracy
Grass is democratizing data in the AI revolution by turning millions of internet users into data miners
> This article explore the current challenges in AI data we face and how Grass, as a democratic data layer of AI, works to foster a more equitable and innovative AI landscape
Source: https://0xknight.substack.com/p/rewiring-the-matrix-grasss-blueprint
Arnaud | Turnkey: TLS Sessions from Within TEEs
Turnkey have been using TEEs for a while, however, while developing a new OAuth feature, they faced a challenge: TEEs lack network access, but need to securely fetch public keys to verify OIDC tokens:
> Need OIDC token verification
> Need a list of public keys to verify against
> Need to fetch them via TLS for security
> Need session keys within a TEE to be attestable
> This piece explain their approach👇
Source: https://quorum.tkhq.xyz/posts/tls-sessions-within-tees/
Lightspeed | Firedancer: Unlocking Solana's Scaling Roadmap w/ Mert
Discussion:
> Is Solana centralized?
> Firedancer
> Crypto's scaling roadmap
> Conference takeaways
> Bullish DePin & more!
Source: https://www.youtube.com/watch?v=frYDtORvb5g
Launch a Memecoin Directly from TikTok using #makenowmeme in the Caption
Source: https://x.com/makenowmeme/status/1842420720439267404
Impal: Gaming Tokens Dilemma - DEX or CEX?
The requirements for listing on CEXs are becoming more demanding and expensive, forcing the hand of projects to twist their roadmaps to focus on TGE
> How about listing on a DEX and allowing the market to handle the entire supply👇
Source: https://x.com/impalementd/status/1842578393843503120?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 4th~ Rollup
🐚 Research and Ideation 💡
- 2077 Research: Unpacking The Starknet Bolt Upgrade
- =nil; Foundation: Sharding Fee Models
- Decentralised Co: The Infinite Bookshelf - EigenDA's Expandable Ethereum Archive
- Chaos Labs: Liquity V2 Mechanism Design Review
- Polymarket: Who will HBO Doc Identify as Satoshi Nakamoto?
- Robbie Petersen: A New Framework For Identifying Moats In Crypto Markets
- Four Pilars: TON - Too Big To Ignore
- Nillion Documentary: The Future of Private Data
- Forgd: Marinade's v2 Upgrade: How SAM and PSR Return MEV Profits to Solana Stakers
- Ryze Roundup: Middle East Tensions, Cross-Chain Solutions, and the Future of DeSci
- Matthew Hanson: Understanding how Bittensor Works
🐚 Podcast 🎙️
- Blockrunch Podcast: Why We're Bullish on GEODNET
🐚 Project Updates 🔔
- Axelar: Introducing Mobius Development Stack (MDS)
- DAIN: The Decentralized Autonomous Infrastructure Network
- EigenLayer Investigating Unapproved Selling Activity Associated with a Wallet
- Aleo Faces Token Vesting Challenges
- Hyperliquid Climbs to the Top in Daily Trading Volume Among Perpetual Swaps
- Mach: For Instant Swaps Between Any Assets On Any Chain
- Movement Labs Shares New Parthenon (Testnet) Metrics
- Solana Now Have 7 Protocols Generating ~$10M or More in Revenue Annually
Ryze Roundup: Middle East Tensions, Cross-Chain Solutions, and the Future of DeSci
> How Iran/Israel geopolitical risk could drive continued volatility in crypto.
> Jerome Powell pushing back on aggressive rate cut expectations.
> LayerZero x eigenlayer's new DVN framework, and more
Source: https://ryzelabs.substack.com/p/middle-east-tensions-cross-chain
Marinade's v2 Upgrade: How SAM and PSR Return MEV Profits to Solana Stakers
> PSR (Protected Staking Rewards) ensures uninterrupted staking rewards by requiring validators to place a SOL bond, which can reimburse users if a validator goes offline.
> SAM (Stake Auction Marketplace) enables validators to bid for stake (delegations) from users.
> Since validators are chosen to propose blocks based on the stake they hold, acquiring this stake is crucial
> The bidding mechanism incentivizes validators to share the MEV they extract, as they have to bid competitively to acquire stake.
Source: https://x.com/forgd_/status/1842310181239312780?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Movement Labs Shares New Parthenon (Testnet) Metrics
over 300M in total transactions
Source: https://x.com/movementlabsxyz/status/1842287311712829773?s=46&t=Xt6Hoi7T2naxL2eMzUKSzw
Nillion Documentary: The Future of Private Data
Source: https://x.com/nillionnetwork/status/1837144689960702402
Same as Eigen, Aleo Faces Token Vesting Challenges
unable to vest the tokens of community ambassadors
Source: https://x.com/auri_0x/status/1842325591334560084?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Across Currently Dominating LiFi v2 Transactions With a 33.8% Market Share
Source: https://x.com/ournetwork__/status/1842789250313474299
0xKyle's Research: Shuffle - Product Market Fit No One Talks About
Shuffle is a leading crypto casino and sports betting platform launched in February 2023.
> Shuffle trades at 63.9M MC / 380M FDMC
> Does 14bn volume and 100mm in revenue annualized
> it’s trading at 0.5x earnings MC wise, and 3x earnings FDMC wise.
> 1 year since launch, it has reached audiences worldwide
Source: https://0xkyle.substack.com/p/shuffle-product-market-fit-no-one
Yesterday’s Heated Discussion Between Ansem and Zach on X
regarding the moral responsibility of Influencers/KOLs relating to shilling Memecoins
Source: https://x.com/zachxbt/status/1842649976389915112
October 5th~ Rollup
🐚 Research and Ideation 💡
- Shoal Research: Odds Shift in HBO's Satoshi Reveal, Sassaman Drops, Finney Rises
- Impal: Gaming Tokens Dilemma - DEX or CEX?
- Binance: Monthly Market Insights - October 2024
- Josh Cornelius: Weekly Notes on Consumer Crypto
- Robbie_rollup: Early Access Review of Particle Network's Universal Accounts
- Arnaud | Turnkey: TLS Sessions from Within TEEs
- 0x_Knight: Rewiring the Matrix: Grass's Blueprint for AI's Data Democracy
🐚 Podcast 🎙️
- Lightspeed | Firedancer: Unlocking Solana's Scaling Roadmap w/ Mert
- a16z Podcast: AI at the Intersection of Bio
🐚 Project Updates 🔔
- MakeNowMeme: Launch a Memecoin Directly from TikTok
a16z Podcast: AI at the Intersection of Bio
w/: Vijay Pande, Surya Ganguli & Bowen Liu
Exploring the transformational role of AI in drug discovery and biology
> How machine learning and self-supervised models are reshaping the foundational tasks of drug design, and more
Source: https://www.youtube.com/watch?v=XtErjGIBGL8
Robbie_rollup: Early Access Review of Particle Network's Universal Accounts
> It's fast, kinda web2 speed
> Sign-up is super smooth
> Test process is easy
Source: https://x.com/robbie_rollup/status/1836427936729076155
Josh Cornelius Back With His Weekly Notes on Consumer Crypto
Here, he covers:
The state of venture capital in and out of crypto, future of chains and why we'll have hundreds, and also shares updates on memecoin platforms like:
> Multiplier
> Rugdotfun
> Drakula
> Interface
Source: joshcrnls.eth/its-a-beautiful-day-to-believe-in-something" rel="nofollow">https://paragraph.xyz/@joshcrnls.eth/its-a-beautiful-day-to-believe-in-something
Binance: Monthly Market Insights - October 2024
> ETH issuance reached ~0.74% annually in September
> Total on-chain RWAs are at all-time highs at US$12+B
> wBTC holding over 65% of the market share
> Check out key insights on wBTC, ETH Issuance, RWAs, and Crypto Hacks
Source: https://www.binance.com/en/research/analysis/monthly-market-insights-2024-10
Shoal Research: Odds Shift in HBO's Satoshi Reveal, Sassaman Drops, Finney Rises
> Odds of Len Sassaman being HBO's Satoshi Pick fall to ~37%, Hall Finney’s odds rises to ~28%
Source: https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi?tid=1728144709511
Understanding How Bittensor Works
how it works, who are the players, and few thoughts on its tokenomics
Source: https://x.com/mattpop/status/1841484719415783481?s=46&t=ywALktyM5ZCyt-zigN5Big
Blockrunch Podcast: Why We're Bullish on GEODNET w/ Mike Horton
Mike Horton - GEODNET Project Creator. He shares:
> How and why they launched GEODNET
> GPS refinement challenges & blockchain solutions
> GEODNET node operators
> GEODNET customer-profile
> DePIN unit economics
> Centralized vs decentralised geo-spatial solutions, and more
Source: https://www.youtube.com/watch?v=bA9ddSO5Oac
Solana Now Have 7 Protocols Generating ~$10M or More in Revenue Annually
Jupiter and Raydium leading the way with $75M and $63M, respectively
Source: https://x.com/RyanWatkins_/status/1842248314630053993
Mach: For Instant Swaps Between Any Assets On Any Chain
Mach is live on 50,000+ routes and has surpassed 10mm in total volume
> Mach uses game theory to make bad behavior unprofitable, which allows Mach to do swaps instantly with almost no overhead
> Unlike aggregators today, Mach doesn’t care how orders get filled as long as they get filled👇
Source: https://x.com/futurenomics/status/1841960833716531453
Hyperliquid Climbs to the Top in Daily Trading Volume Among Decentralized Perpetual Swaps
recorded $1.39 billion in daily trading volume yesterday, surpassing competitors like Jupiter, SynFutures, and dYdX.
Source: https://www.theblock.co/post/319486/hyperliquid-climbs-to-the-top-in-daily-trading-volume-among-decentralized-perpetual-swaps
EigenLayer is Investigating Unapproved Selling Activity Associated with a Wallet
Address: 0xA7A1c66168cC0b5fC78721157F513c89697Df10D
Source: https://x.com/eigenlayer/status/1842268416083653038