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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
0xtaetaehoho: Fat Applications (ASS&AC)
The post examines the evolving revenue model for blockchains and applications, highlighting how competitive pressures are reducing traditional sources of revenue like base fees and MEV.
Source: https://x.com/0xtaetaehoho/status/1851366073838583823?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Nillion Raises $25M in a Funding Round led by Hack VC, Bringing their Total Funding to $50M
Source: https://x.com/nillionnetwork/status/1851615323163689421?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bitwise: How Crypto Powers the World’s Largest Prediction Market
Bitwise CIO Matt Hougan explains how crypto’s unique features have driven Polymarket’s rise to prominence. He covers:
> What Polymarket is
> What’s behind its global reach
> How crypto enhances the liquidity of its markets
> Why Polymarket serves as a model for future crypto applications
Source: Bitwise Investements
Jumper Exchange is Now Live on Bitcoin!
You can now buy native Bitcoin directly on Jumper.
Source: https://x.com/jumperexchange/status/1848332997591970043?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Jito ReStaking Already Reached $20M TVL
80% of the Cap
Source: https://x.com/tomwanhh/status/1851686765473730928?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Number of Monthly Mobile Crypto Wallet Users Hit an ATH of 29M in June 2024
Source: https://x.com/a16zcrypto/status/1851643152999890996?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MrBeast Investigated for Ties to 50+ Crypto Wallets Linked to Potential Insider Trading, Netting over $23M in Total Profits
This article investigate MrBeast’s activities across his 50+ secret wallets, uncovering insider trading and questionable deals.
https://www.loock.io/blog/mrbeast-investigation
Source: https://x.com/cointelegraph/status/1851615286622814325?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2024 CEX Listing Performance
> Median price performance across all CEXs has dropped between -40% and -70%.
> OKX outperformed Binance, showing relatively less negative returns👇
Source: https://x.com/sjdedic/status/1851200760928756082?s=46&t=ywALktyM5ZCyt-zigN5Big
gAlt: A New Era for the AltVM Community
Source: https://x.com/movementlabsxyz/status/1851429750352593206
Superoo7: Technical Analysis of Tee Hee: A TEE-Based Autonomous AI Agent
“First provably secure AI agent that prevents anyone from accessing the Twitter account after 7 days, using TEE”
> This analysis break down its technical architecture and core components, revealing a surprisingly straightforward yet effective design.
Source: https://superoo7.com/posts/tee-hee/
Presidential Election Market update: Oct 29
Source: https://x.com/robinhoodapp/status/1851376568033042745?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Check out links in thread
⚠️ DYOR
Source: https://x.com/zaddycoin/status/1851474153062482062
Coinbase to Integrate Visa Direct to Deliver Real-Time Account Funding for Customers
Source: https://investor.visa.com/news/news-details/2024/Coinbase-to-Integrate-Visa-Direct-to-Deliver-Real-Time-Account-Funding-for-Customers/default.aspx
Arrakis Finance: The AMM Renaissance: How Offchain Systems Reduce MEV and LVR
AMMs are evolving and LP protection will be a key part of the DeFi renaissance. New AMM designs such as HOT are pioneering ways to protect LPs by reducing LVR, relying on offchain systems
> This post explore how offchain systems help AMMs reduce MEV extraction and LVR
Source: https://x.com/arrakisfinance/status/1851308468818362839?s=52&t=txFAbiSPTdLLDlAYj9X_AA
On Telegram and The Power of Distribution
short video👇
Source: https://x.com/alliancedao/status/1850940212266090885
Anatoly: Solana - with Micro Validators
Can solana dramatically lower the hardware requirements for validators while maintaining high throughput and low latency?👇
Source: https://x.com/aeyakovenko/status/1851368512885047515
1inch Front-End Compromised
⚠️ Do Not Connect Wallet
Source: https://x.com/solidintel_x/status/1851747356137427251?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MicroStrategy: Announcing Goal To Raise $42B Over Next 3 Years To Buy BTC
Source: https://x.com/tier10k/status/1851716488157155501
VM Wars: Is The EVM In Trouble?! With Matt Katz of Caldera
Guest: David, Dino, and Rushi
> They discuss EVM scalability, RaaS economics, and the evolution of rollups.
> How Caldera’s RaaS is helping projects scale efficiently by launching customizable L2s and L3s.
https://www.youtube.com/watch?v=dfK1TRzdojM
Source: https://x.com/vmwarspod/status/1849523061277495468
VanEck: Deep Dive into Pyth Network
Pyth Network is a high-frequency oracle leveraging Solana's technology, offering a robust solution for off-chain data sharing for primarily decentralized finance applications (DeFi).
> VanEck’s analysis reveals a striking shift in oracle markets as Pyth leads Total Transaction Volume, a good metric to measure the true market share and usage of an Oracle network👇
Source: https://www.vaneck.com/de/en/blog/digital-assets/deep-dive-into-pyth-network?utm_source=social
Current Presidential Election Odds and Forecasts as of October 30 at 12pm ET
Source: https://x.com/glxyresearch/status/1851667666882212064
Jito (Re)staking is here - Who will win the Solana Restaking Race?
Is it Renzo, Fragmetric, or Kyros?
Jito has partnered with these three VRT providers, together they will share the initial 147,000 SOL cap
> Any user wishing to restake SOL through Jito will need to choose one of these three VRT providers.
> This piece provide information to help make a more informed decision to restake your SOL in terms of: Risk, APY Reward, and Airdrop potential
Source: https://x.com/tradetheflow_/status/1851625091949601179?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 29th~ Rollup
🐚 Research and Ideation 💡
- Delphi Digital | Crypto x AI Event: Investing Frameworks For The Exponential Age
- Vitalik: Possible Futures of the Ethereum Protocol, part 6: The Splurge
- Dragonfly: Q2 2024 Crypto Hiring Insights
- Decentralised Co: Sentient AI Models
- Alliance: On Telegram and The Power of Distribution
- Taran | Stix: TIA - An OTC Story
- Arrakis Finance: The AMM Renaissance: How Offchain Systems Reduce MEV and LVR
- Castle Chronicle: The Success of Delta-Neutral Models with Ethena & Resolv
- Shaughnessy119: On TeeHee
- Robinhood: Presidential Election Market update: Oct 29
- Whitney: What Happens When AIs Have Wallets - A Look at Aethernet
- Superoo7: Technical Analysis of Tee Hee: A TEE-Based Autonomous AI Agent
- Andrew Kang: On Polymarket Data, Why Open Interest Outweighs Volume
🐚 Project Updates 🔔
- Coinbase to Integrate Visa Direct to Deliver Real-Time Account Funding for Customers
- Nous Research x Teleport Presents “TEE_HEE”, Fully Autonomous AI Agent
On Polymarket Data, Why Open Interest Outweighs Volume
“Volume is not a great metric. Open Interest aka the positions traders are in is what really matters”
> This post examines those open positions and provide insights on polymarket
Source: https://x.com/0xboxer/status/1851429858884067571?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Whitney: What Happens When AIs Have Wallets - A Look at Aethernet
Unlike other bots, Aethernet possesses a primitive form of agency, making decisions based on the values of the Higher community, which serve as both its operating system and origin story.
> It has access to crypto payment rails and its own wallet, allowing it to create genuine incentive loops that draw humans into its orbit.👇
Source: whitney/what-happens-when-ais-have-wallets" rel="nofollow">https://paragraph.xyz/@whitney/what-happens-when-ais-have-wallets
Shaughnessy119: On TeeHee
> Its credentials were fully setup within the TEE and humans have no access to recover it for 7 days until they decide what to do next.
> First AI Agent with provably no human in the loop
> It was airdropped 53,451,659.128 tokens of TEE so at a price of $0.187 it become a millionaire
Source: https://x.com/Shaughnessy119/status/1851460263465402856
Nous Research x Teleport Presents “TEE_HEE”, Fully Autonomous AI Agent
TEE_HEE ia a truly free fully autonomous AI agent living on X, the agent has exclusive ownership of its own twitter account and an ethereum wallet.
> This article discuss the technical implementation of TEE_HEE and how to deploy your own fully autonomous agent.
Source: https://nousresearch.com/setting-your-pet-rock-free/
Balancing the Stablecoin Ecosystem: The Success of Delta-Neutral Models with Ethena & Resolv
This research report analyzes the evolution of stablecoins, and the establishment of decentralized and on-chain alternatives, offering insights into the future of this class of digital assets.
> The research follows up with a comparative analysis of a newly formed category of delta-neutral backed stablecoins using the case studies of Ethena and Resolv Protocol.👇
Source: https://chronicle.castlecapital.vc/p/balancing-the-stablecoin-ecosystem-the-success-of-delta-neutral-models-with-ethena-and-resolv
Taran | Stix: TIA - An OTC Story
The post analyzes Celestia's October 31 TIA token unlock, forecasting a potential surge in supply and market activity due to OTC trading dynamics and short positions unwinding👇
Source: https://twitter.com/taran_ss/status/1851342973222429171?s=46&t=2q9OLMlaobNlHLewOXT4uA