-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Post Mortem: Radiant Capital - Rekt II
The multi-chain lending protocol suffered a devastating attack that drained $53m+ from user wallets, as a result of compromised private keys
> Also, this marks the second major incident for Radiant in 2024, following a $4.5 million flash loan exploit earlier this year.👇
Source: https://rekt.news/radiant-capital-rekt2/
Delphi Digital: Decentralized AI Training: Can It Dismantle Centralized Powerhouses?
Top experts debate the potential for open-source, community-driven AI to challenge tech giants
Source: https://www.youtube.com/watch?v=QNtWvF5GNPA
Cointelegraph: Small Language Models’ Impact on AI and Blockchain
Interview with Assisterr CEO - Nick Havryliak
> He talks about the benefits of small language models, decentralized AI and blockchain in AI development.
Source: https://cointelegraph.com/news/small-language-models-impact-on-ai-and-blockchain-interview-with-assisterr
Kraken Launches Wrapped Bitcoin Token kBTC
will be available on both Ethereum and OP Mainnet
Source: https://www.coindesk.com/business/2024/10/17/crypto-exchange-kraken-launches-wrapped-bitcoin-token-kbtc/
Benhwx: On the Upcoming Movement Mainnet Launch in Nov 2024
Team, testnet metrics, benchmarking movement network, and possible airdrop👇
Source: https://x.com/benhwx/status/1846894253177557048?s=52&t=txFAbiSPTdLLDlAYj9X_AA
zkPass Raises $12.5M in Series A Funding Round
zkPass is a zkTLS oracle protocol that brings web private data verifiable on-chain
Source: https://x.com/zkPass/status/1846933023285285014
Chain of Thought | OLAS: Towards a Billion AI Agents
Exploring what OLAS has been building, its current traction, and how it impacts the OLAS token
Source: https://x.com/0xprismatic/status/1846722485628334154?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Jupiter Introduces Ape Pro
a pro-performance, mobile-friendly memecoin terminal for solana ecosystem
Source: https://x.com/JupiterExchange/status/1846898580856229937
futuretinkerer: The Viral Architects - AIs Building Memetic Pyramids in the Digital Sky
From GOAT to Greatness—The Rise of AI-Driven Memetic Pyramids
“We are witnessing the birth of a viral empire, where AIs build and manage memetic pyramids—structures of influence that will dominate the digital landscape for years to come”👇
Source: https://x.com/futuretinkerer/status/1846385469036097771?s=46&t=txFAbiSPTdLLDlAYj9X_AA
EigenPhi | Head First DeFi: Decoding the DNA of Crypto Transactions & Strategies
"In the end, banking is a very good business unless you do it poorly." — Warren Buffett.
> DeFi isn't just TradFi 2.0, it's a whole new game.
> With atomicity, composability, determinism, and permissionlessness, it offers a more efficient and inclusive financial ecosystem
> This E-book explore the world of DeFi👇
Source: https://docsend.com/view/7ndwq57ht9se4q8z
Teng Yan: Crypto AI: A F**King Big Opportunity (Part I)
This article discuss why Crypto AI is the sector to watch and an incredible underdog opportunity
TLdr:
> Many still dismiss Crypto AI as vaporware
> Crypto AI tokens at just 2.9% of total alt MC
> AI is advancing exponentially
Source: https://www.chainofthought.xyz/p/crypto-ai-a-f-king-big-opportunity-part-i
ORA Protocol: AI Settlement Oracle
This article explore the limitations of current prediction market resolution mechanisms
> It proposes a new architecture that integrates decentralized, verifiable AI to mitigate the risks of economic manipulation and inaccurate decision-making in market resolution.
Source: https://mirror.xyz/orablog.eth/VlrdcPu7aUJkYUCiiPobUTxPsxoiSqL2dKZMAyHOZYU
Delphi Digital: Crypto x AI Month - A Debate On Bittensor
W/: Nick Hotz (Tangent), Sami Kassab (OSS Capital), and Seth Bloomberg (Messari)
This conversation covers:
> BitTensor's core mission and how it aims to decentralize AI development
> The network's structure, including subnets, miners, and validators
> TAO tokenomics and the upcoming Dynamic TAO upgrade
> Challenges and potential solutions in incentive mechanism design
> Comparisons with traditional AI development models, and more
https://www.youtube.com/watch?v=VwhhpRmMUXk
Source: https://x.com/Delphi_Digital/status/1846576958156452206
Archetype | Proof is in the Pudding: on zkTLS
This talk covers:
> The different technical approaches to zkTLS
> How it works with other PETs like TEEs & MPC
> How it enables verifiable offchain data for blockchains
Source: https://x.com/archetypevc/status/1846582649357251036
Raising New Crypto VC Funds Harder Than Ever
> Last quarter, crypto VC fund managers experienced a challenging fundraising environment with the fewest new funds (8) raising the least money ($140m) since Q3 2020
Source: https://x.com/intangiblecoins/status/1846205495100457405
ML: Entering the Banana Zone
Banana Gun ($BANANA) presents a compelling opportunity in the evolving trading bot landscape
> Tokenomics are favourable for holders
> Vertical integration is omega bullish
> “Picks and shovels" play
> Impending growth catalysts, and more
Source: https://c0xswain.substack.com/p/entering-the-banana-zone
Proposal: Hyperliquid Ethena Liquidity and USDe Integration
This proposal request an integration of Ethena's liquidity and hedging engine into Hyperliquid,alongside the addition of $USDe within the L1 upon launch of EVM mainnet
Source: https://gov.ethenafoundation.com/t/hyperliquid-ethena-liquidity-and-usde-integration/268
Anoma Blog: Anoma in Elixir
This article explains why Anoma is built using the Elixir programming language
> Elixir provides the right abstractions to build Anoma according to its specification, and delivers a good developer experience while promising support for future verification.👇
Source: https://anoma.net/research/why-elixir#conclusion
Trusted Execution Environments (TEEs) in Appchains
This post discussed:
> Benefits of appchains like Unichain launching on Superchain
> Why Unichain is Using TEEs
> If TEEs are practical, and the future of TEEs
Source: https://x.com/polygonventures/status/1846528550125416792?s=52&t=txFAbiSPTdLLDlAYj9X_AA
omeragoldberg: Trusting Trust in the Age of AI
“The most dangerous systems aren’t just flawed, they’re the ones we trust without question”
> This post examined the vulnerabilities of LLMs, from historical revisionism to the unchecked spread of misinformation.
> How easily AI systems can be manipulated and how we can rebuild trust in these systems.
Source: https://x.com/omeragoldberg/status/1846909251886764369?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2077 Research: UniFi - Rethinking the Ethereum Approach to Rollups
This post break down the current rollup-centric approach and how UniFi offers a potential solution
> Puffer’s UniFi is a new based restaking rollup design that addresses challenges like transaction revenue loss and provide credible commitments for transaction outcomes.
Source: https://x.com/2077research/status/1846719903325200865?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Debridge $DBR Airdrop is Live for Claiming
👉 debridge.foundation/checker
Source: https://x.com/debridgefdn/status/1846823606690660571?s=46&t=PdVSgK_wPtLgcO10lpyS_w
October 16th~ Rollup
🐚 Research and Ideation 💡
- Pierre Rochard: Guessing Elon Musk is Going to Use the BTC as Collateral to Borrow
- Alex Nezlobin: Why Timeboost is Worse for LPs than a Comparable PGA
- Ethresearch: What Happened to Our Decentralized Private New Internet?
- 0xfoobar: Levered Prediction Markets Shouldn't be Possible
- Domahhhh: Update on Fredi9999, Alleged Entity Behind Trump’s Price Surge on Prediction Markets
- Alex Thorn: Raising New Crypto VC Funds Harder Than Ever
- a16zcrypto: State of Crypto Report 2024
- Archetype | Proof is in the Pudding: on zkTLS
- ArXiv: MEV Capture Through Time-Advantaged Arbitrage
- Delphi Digital: Crypto x AI Month - A Debate On Bittensor
- Shoal Research: Virtuals Protocol: Launching AI Agents with the Pumpdotfun Model
- ORA Protocol: AI Settlement Oracle
- Teng Yan: Crypto AI: A F**King Big Opportunity (Part I)
- 0xkyle: Liquid Tokens & Memes - What Next?
- EigenPhi | Head First DeFi: Decoding the DNA of Crypto Transactions & Strategies
- futuretinkerer: The Viral Architects - AIs Building Memetic Pyramids in the Digital Sky
🐚 Project Updates 🔔
- Hyperlane x Velodrome Introduces “Superlane”
- dYdX Launches TRUMPWIN-USD Prediction Market
- Radiant on BSC Exploited
- EarnOS Partners with Opacity Network
- VanEck Makes Two Long-Term Investments in Web3 Gaming
VanEck Makes Two Long-Term Investments in Web3 Gaming
> Parallel
> Second one undisclosed
VanEck sees gaming as one of the most promising categories this cycle
Source: https://x.com/vaneck_us/status/1846634803161886724
0xkyle: Liquid Tokens & Memes - What Next?
“Some liquid tokens are doing pretty cool stuff and aren't really being picked up right now. Find them!”
Source: https://x.com/0xkyle__/status/1846415587276189959
EarnOS Partners with Opacity Network
To bring Highly Targeted, Privacy-First Advertising to brands Using zkTLS Technology
> This partnership will bring the values of Web3 to the mainstream through privacy, data sovereignty & economic redistribution.
Source: https://x.com/earnos_io/status/1846492559931228282
Shoal Research: Virtuals Protocol: Launching AI Agents with the Pumpdotfun Model
The merging of memes & AI agents has accelerated quickly in the last week, highlighted by the AI Agent Truth Terminal promoting its own memecoin $GOAT
> As an app layer, Virtual protocol has adopted the Pumpdotfun token launch model and integrated it for AI agents, effectively combining the viral appeal of memecoins with intelligent agents.
> In this report, we dive into memes, and how Virtuals Protocol is shaping the new form of digital engagement & tokenized intelligence with AI Agent
www.shoal.gg/p/virtuals-protocol-launching-ai-agents
Source: https://x.com/Shoalresearch/status/1846576726014562606
MEV Capture Through Time-Advantaged Arbitrage
This paper analyze the optimal strategy for a time advantaged arbitrageur and compare the profits generated by various MEV extraction methods.
> It explore how AMMs can be adapted in the time advantage setting to capture a portion of the MEV
Source: https://x.com/kakia1989/status/1846165183145680950?s=52&t=txFAbiSPTdLLDlAYj9X_AA
a16zcrypto: State of Crypto Report 2024
Shares insights on key trends like stablecoins, L2s, and AI, plus crypto’s rise as a hot policy issue, new data on builders and users, and much more.
https://a16zcrypto.com/posts/article/state-of-crypto-report-2024/
Source: https://x.com/a16zcrypto/status/1846586491171975681
Update on Fredi9999: The Alleged Entity Behind Trump’s Price Surge on Prediction Markets
> “Fredi is not just loading up his account and making bets”
> “Fredi9999 is, I believe, creating new Polymarket accounts so it doesn't look like a single trader”
> “Fredi9999 the OG account, second account PrincessCaro, third account Michie, and the most recent account Theo”👇
Source: https://x.com/Domahhhh/status/1846597997507092901