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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
0xfoobar: Levered Prediction Markets Shouldn't be Possible
“Because leverage only works when price movements are smooth enough & liquidity is deep enough that liquidations can happen profitably”
> Leveraged prediction markets are problematic due to their binary outcomes, causing sharp, discontinuous price jumps, especially during events like Election Night.
Source: https://x.com/0xfoobar/status/1846550218021421259
dYdX Launches TRUMPWIN-USD Prediction Market
> This integration will give users the opportunity to bet on the US election with leverage.
> You can go long or short with up to 20x leverage
> You can place either a yes or no bet on a market, with each market either settling to $0 or $1
> The price of the bet is the price it costs.
Source: https://x.com/Route2FI/status/1846541107745669470
Hyperlane x Velodrome Introduces “Superlane”
Superlane is an interoperability layer that brings you Optimism Superchain interoperability early!
> Available in November
Source: https://x.com/hyperlane/status/1846585868360077446
Alex Nezlobin: Why Timeboost is Worse for LPs than a Comparable PGA
“To make Timeboost equivalent to a PGA in terms of LP returns, one would have to make the boost amount smaller than the PGA slot time”
This post explain:
> Why Timeboost of 200ms is worse than a PGA over 200ms
> Why Timeboost is significantly worse than a PGA over the same time.
Source: https://x.com/0x94305/status/1846320871033512275
October 15th~ Rollup
🐚 Research and Ideation 💡
- Ethresearch: Comparing Two Hash Functions for Multi-Party Computation and ZK
- Decentralised Co: Does Crypto Matter?
- Polymarket: Trump's Lead Over Kamala Set Another Record High
- Archetype on their Investment in Opacity
- DeFiant: Memecoins are Moving from Ethereum to Solana to Access Moonshot App
- Greythorn Asset Manager | Drift’s Path to Dominance: Exploring Its Market Potential
- Galaxy Research: Crypto & Blockchain Venture Capital – Q3 2024
- AISafetyMemes: AI-Created Meme Sparks $150M Crypto Boom
- Arthur Hayes: Persistent Weak Layer
- Haseeb: The Intersection of Crypto and AI will Even Get Weirder
- 2077 Research: An Introduction to Local Fee Markets
- fozzydiablo: Data Suggests Single Entity Bought $26M in Trump-Related Bets on Polymarket
- MikeSilagadze: Cardinal sins of crypto VCs
- YB: The Dark Knight of Consumer Crypto
- Semi Analysis: Datacenter Anatomy Part 1: Electrical Systems
- OmniscientAsian: Infrastructure vs Applications
🐚 Podcast 🎙️
- Proof of Coverage Pod: Geodnet Goes Multichain and Expands to Solana
🐚 News 📕
- Tesla Transfers $225 Million Worth of Bitcoin To Unknown Wallets: Arkham
- Bitwise Crosses $5B in AUM, Up 400% in 2024; Appoints Luis Berruga as Advisor
🐚 Project Updates 🔔
- CAP Labs: Stablecoin Engine to Save DeFi from Self-Consuming Designs
- GEOD Token is Now Natively Multichain and Expands to Solana
- =nil; Foundation Integrates Uni V2 on Devnet
- Pocket Waifu $WIFE Crosses the 100K Milestone
- Perplexity for MacOS Now Available for Pre-Order
🐚 Raises 💰
- Opacity Raises $12M Seed Round
- Predicate Raises $7M
zkTLS as a Game Changer, Merging Crypto Incentives with Web2 Behaviors
Source: https://x.com/jai_bhavnani/status/1846337722031706450?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Semi Analysis: Datacenter Anatomy Part 1: Electrical Systems
A dive into the electrical system of AI Datacenters and exploring how Gigawatt clusters will impact traditional supply chains.
> Discussing key equipment suppliers such as Vertiv, Schneider Electric, and Eaton and the impact of AI on their business
Source: https://www.semianalysis.com/p/datacenter-anatomy-part-1-electrical
Sums up Some of the Frustrating Experiences Founders Face when Dealing with VCs
Source: https://x.com/mikesilagadze/status/1846378433217237359?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Data Suggests Single Entity Bought $26M in Trump-Related Bets on Polymarket
A look at the betting activity of Fredi9999, PrincessCaro, Michie, and Theo4
Source: https://x.com/fozzydiablo/status/1846369866091319743?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Haseeb: The Intersection of Crypto and AI will Even Get Weirder Than This
Source: https://x.com/hosseeb/status/1846229158026006884
AI-Created Meme Sparks $150M Crypto Boom
> Three months ago, Marc Andreessen sent $50,000 in Bitcoin to an AI, which today spawned crypto worth $150 MILLION.
> Two AIs created a meme, and another AI spread it virally, leading to massive financial gains.
> Happened within the Infinite Backrooms, where 2 AI agents converse freely without human intervention
Source: https://x.com/aisafetymemes/status/1846220545542529329?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Greythorn Asset Manager | Drift’s Path to Dominance: Exploring Its Market Potential
Exploring Drift’s Market Potential, bullish and bearish fundamental factors on Drift
Source: https://x.com/0x_jaethorn/status/1845806114711216190?s=46&t=ywALktyM5ZCyt-zigN5Big
Bitwise Crosses $5 Billion in AUM, Up 400% in 2024; Appoints Luis Berruga as Advisor
Source: https://bitwiseinvestments.com/newsroom/bitwise-crosses-5-billion-in-aum-appoints-luis-berruga-as-advisor?utm_medium=email&_hsmi=329182094&utm_content=329182094&utm_source=hs_email
Tesla Transfers $225 Million Worth of Bitcoin To Unknown Wallets: Arkham
first bitcoin transaction in over 2 years
Source: https://x.com/tier10k/status/1846297436563612116
Opacity Raises $12M Seed Round Led by Archetype and Breyer Capital
The network leverages zero-knowledge proofs for data verification.
Source: https://x.com/OpacityNetwork/status/1846237925219934693
Total Exploited is Up to $51.5m Now
Revoke these contracts ASAP:
> 0xF4B1486DD74D07706052A33d31d7c0AAFD0659E1 -Arbitrum
> 0xd50Cf00b6e600Dd036Ba8eF475677d816d6c4281 -BSC
> 0x30798cFe2CCa822321ceed7e6085e633aAbC492F -Base
> 0xA950974f64aA33f27F6C5e017eEE93BF7588ED07 -Eth Mainnet
Source: https://x.com/officer_cia/status/1846613663160918077
🚨 Radiant on BSC Seems to be Exploited
please be cautious
Source: https://x.com/anciliainc/status/1846605867753591002?25=
Ethresearch: What Happened to Our Decentralized Private New Internet?
One of the most pressing challenges of DeFi is the balance between confidentiality and compliance.
> This post explain how privacy as a concept is largely misunderstood, and the need to balance it with compliance
> It also delve into how different cryptographic methods such as MPC/threshold decryption can be used to create compliance frameworks that can help selectively disclose information if needed
Source: https://ethresear.ch/t/what-happened-to-our-decentralized-private-new-internet/20657
Pierre Rochard: Guessing Elon Musk is Going to Use the BTC as Collateral to Borrow
Source: https://x.com/BitcoinPierre/status/1846385502401777710
Perplexity for MacOS Now Available for Pre-Order
Source: https://x.com/fffabs/status/1846247092294996207
OmniscientAsian: Infrastructure vs Applications
While infrastructure projects continue to announce large, eight-figure seed rounds, dapp creators still face challenges in securing funding.
> However, this cycle, with memes and sniping bots success, this demonstrates that applications can generate revenue even without relying on a token.
> Initial Foundation collaborate with each appchain to foster & ensure a strong foundation for success.👇
Source: https://x.com/OmniscientAsian/status/1846115255757558049
YB: The Dark Knight of Consumer Crypto
On the implications of web proofs & why it should be a no brainer for any consumer crypto founder to be brainstorming how to incorporate zkTLS tech in their product and distribution strategy.
Source: https://terminallyonchain.xyz/zktls
Pocket Waifu $WIFE Crosses the 100K Milestone
A seductive tap-based game where the more you tap, the more your waifus undress
> ARPPU: $5.20; RR1: 29%; RR7: 16.75%
> Marketing Spend: $0.00
> Total Revenue: $20,200
> Total Transactions: 17,600
Source: https://x.com/RealCoreyWilton/status/1846254047789195508
2077 Research: An Introduction to Local Fee Markets
Local fee markets are useful not only to ensure that transactions pay for the state that they access but they also ensure the most efficient use of blockspace
> This post provides a thorough introduction to the local fee markets, how and why they work, and the benefits that come with implementing local fee markets.
Source: https://x.com/2077research/status/1846309565295706190?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arthur Hayes’s New Essay “Persistent Weak Layer”
He walks readers through the analysis he employs to position his crypto portfolio, taking into account the risk of an escalation of the Israel / Iran war.
Source: https://cryptohayes.substack.com/p/persistent-weak-layer?r=aaog1&utm_medium=ios&triedRedirect=true
Galaxy Research: Crypto & Blockchain Venture Capital – Q3 2024
In Q3 2024, venture capitalists invested $2.4bn (-20% QoQ) into crypto and blockchain-focused startups across 478 deals (-17% QoQ).👇
Source: https://www.galaxy.com/insights/research/crypto-blockchain-venture-capital-q3-2024/
Memecoins are Moving from Ethereum to Solana to Access Moonshot App
The APU token is now multi-chain, allowing it to be listed on the Moonshot app.
Source: https://thedefiant.io/news/defi/memecoins-are-moving-from-ethereum-to-solana-to-access-moonshot-app
Predicate Raises $7M to Connect Blockchain Apps with the Financial World
Predicate allows developers and communities to define and own transaction prerequisites without compromising on decentralization.
Source: https://x.com/0xpredicate/status/1846206666695491994?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Archetype Annnounces Investment in Opacity
Opacity aim to solve one of the web’s deepest seeded issues: poverty of verifiability, coming up with a solution called the Verifiable Data Network
> By leveraging Opacity’s VDN, apps can enable their users to confidentially bridge their data, profiles, and reputation info from existing web2 applications into their onchain accounts.
Source: https://x.com/archetypevc/status/1846243638688600453?s=52&t=txFAbiSPTdLLDlAYj9X_AA
=nil; Foundation Integrates Uni V2 on Devnet
video below to see how it works👇
https://www.youtube.com/watch?v=LCaEXhsYpbM
Source: https://x.com/nil_foundation/status/1845871137613381639