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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
October 30th~ Rollup
🐚 Research and Ideation 💡
- sjdedic: 2024 CEX Listing Performance
- tradetheflow: Who will win the Solana Restaking Race?
- Galaxy Research: Presidential Election Odds & Forecasts as of October 30 at 12pm ET
- a16z: Number of Monthly Mobile Crypto Wallet Users Hit an ATH of 29M in June 2024
- VanEck: Deep Dive into Pyth Network
- VM Wars: Is The EVM In Trouble?! With Matt Katz of Caldera
- Bitwise: How Crypto Powers the World’s Largest Prediction Market
- Anatoly: Solana - with Micro Validators
- 0xtaetaehoho: Fat Applications (ASS&AC)
- Portex Research: Sybil Attacks - The Silent Killers of Crypto Applications
- Coinbase Q3 2024 Earnings Highlights
- Cyber•Fund: Naptha - The Future of AI is Multi-Agent
- Keyrock: Bitcoin L2 Liquidity - All Dressed Up But Where to Flow?
- Electric Capital: Global Crypto Developer Data
- Robbie Petersen: The Fat Wallet Thesis
- Paper: The Policy and Legal Implications of Inclusion Lists
🐚 News 📕
- MrBeast Investigated for Ties to 50+ Crypto Wallets Linked to Potential Insider Trading
- MicroStrategy: Announcing Goal To Raise $42B Over Next 3 Years To Buy BTC
🐚 Project Updates 🔔
- Jumper Exchange is Now Live on Bitcoin!
- TensorBlock: Pioneering Decentralized Open AI
- SXT Chain: The Blockchain for ZK-Proven Data
🐚 Raises 💰
- Nillion Raises $25M in a Funding Round led by Hack VC, Total Funding Now $50M
Robbie Petersen: The Fat Wallet Thesis
The “Fat Wallet” Thesis asserts that, as protocols and applications increasingly “thin-out”, more room is being freed up for whoever owns the two most valuable resources — distribution and order-flow.
This piece aims to:
> Outline structural trends that will continue to commoditize the protocol & application layers
> Explore the various avenues for wallets to monetize their proximity to the end-user
> Why Jupiter and Infinex may ultimately beat wallets in the race to owning the end user.
Source: https://x.com/robbiepetersen_/status/1851652862855528682
Keyrock: Bitcoin L2 Liquidity - All Dressed Up But Where to Flow?
While billions of dollars are locked across protocols, low usage rates in lending, borrowing, DEX volumes, and idle farming suggest a disconnect between liquidity and actual demand.
> This article dive into the specifics, unpacking where the liquidity resides, what protocols have captured much of it and how much it is being used and why so much of it remains dormant.
Source: https://keyrock.com/bitcoin-l2-liquidity-all-dressed-up-but-where-to-flow/
Coinbase Q3 2024 Earnings Highlights
a big quarter for base
Source: https://x.com/jessepollak/status/1851745839112167450?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Portex Research: Sybil Attacks - The Silent Killers of Crypto Applications
Sybil Attacks have become one of the most pressing issues in crypto, polluting the original goals of airdrops, governance, and more.
> This post explore major types of Sybil-resistance solutions and how Portex is approaching this issue from a fresh perspective.
Source: https://x.com/kylewaters_/status/1851679565267275890?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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/
Paper: The Policy and Legal Implications of Inclusion Lists
by Proof of Stake Alliance (POSA)
This report explores the policy & legal implications of implementing unconditional inclusion lists on Ethereum, and whether they would make the network more or less credibly neutral.
https://www.proofofstakealliance.org/posa-incl-lists
Source: https://x.com/0xpredicate/status/1851648425932013822?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Electric Capital: Global Crypto Developer Data
An analysis of 110k+ developer profiles
> Asia is now #1 for crypto devs
Source: https://x.com/mariashen/status/1851702779946901968?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Cyber•Fund: Naptha - The Future of AI is Multi-Agent
Naptha is creating an ecosystem where AI agents can discover each other, collaborate, and compete – driving rapid innovation and specialization.
> “We believe Naptha represents the next evolutionary step in AI, from isolated models to connected, collaborative Internet-like systems”
Source: https://x.com/cyberFund_/status/1851639887172440290
SXT Chain: The Blockchain for ZK-Proven Data
Now live in testnet
SXT Chain is essentially a decentralized database that witnesses data from onchain and offchain sources, secures it, and stores it for devs to query using Proof of SQL, SXT’s ZK coprocessor.
Source: https://x.com/SpaceandTimeDB/status/1851489916037054934
TensorBlock: Pioneering Decentralized Open AI
creating an open, collaborative AI future
“With open-source principles and a decentralized structure, TensorBlock enables every model, no matter how specialized, to find a place and thrive”
Source: https://x.com/tensorblock_aoi/status/1851432473366081803?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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