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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
December 3rd~ Rollup
🐚 Research and Ideation 💡
- Arthur Hayes: The Cure
- Vitalik: What I Would Love to See in a Wallet
- 2077 Research: EIP-7762 & EIP-7691 : Making Ethereum Blobs Great Again
- Helius: Solana Executive Overview
- jonwu_: Understanding Anoncast and the Ecosystem Around It
- Vana Whitepaper: An Open Protocol for Data Sovereignty
- Melt_Dem: Crypto Folks on Forbes 30 Under 30
- Dan Finlay: Meme Tokens and Consent
- Jon Charbonneau: Ethereum’s North Star
- Othentic Research: AI x AVS - The Next Step For Decentralized AI
🐚 Podcast 🎙️
- Empire Pod: Did Memecoins Ruin This Cycle?
- The Rollup: Can Elastic Chain Solve Crypto's Biggest Problem? W/ Alex Gluchowski
🐚 News 📕
- South Korea’s President Yoon Declares Emergency Martial Law
- Trump Picks Paul Atkins for SEC Chair, Unchained Crypto Reports
- Grayscale Files for Solana ETF with NYSE
🐚 Project Updates 🔔
- Ethena Partners with Derive, sENA Holders to Receive 5% of the DRV Token Supply
- Coinbase Adds $MOG to Listing Roadmap
- Spectral Post-Mortem
🐚 Raises 💰
- GAIB Raises $5M in Pre-Seed Funding
Jon Charbonneau: Ethereum’s North Star
This post analyzes the following:
> What is a North Star, and why is it valuable?
> Does Ethereum lack a North Star? If so, is this resulting in coordination failures?
> How does this compare to competitors such as Bitcoin, Solana, and Celestia?
> Does Ethereum need to change, and how?
Source: https://dba.xyz/ethereums-north-star/
Dan Finlay: Meme Tokens and Consent
How an experiment on Farcaster led to the creation of two meme token out of curiosity, and how it revealed truths about incentives, boundaries, consent, and human impact in web3.
Source: https://blog.danfinlay.com/meme-tokens-and-consent/
The Rollup: Can Elastic Chain Solve Crypto's Biggest Problem? W/ Alex Gluchowski
> They discuss the pivotal role of ZK technology, the Elastic Chain story, trust automation, and the vision for trust-minimized Ethereum interoperability
Source: www.youtube.com/watch?v=WihXabYxkGA
Empire Pod: Did Memecoins Ruin This Cycle?
W/ Haseeb & Avichal
Discussion:
> Why this crypto cycle is different
> What Wall Street means for crypto volatility
> How memecoins bootstrap adoption
> The real risks to ETH's dominance, and more
Source: https://www.youtube.com/watch?v=QAGHnJrFbB0
Grayscale Files for Solana ETF with NYSE
Source: https://www.nyse.com/publicdocs/nyse/markets/nyse-arca/rule-filings/filings/2024/SR-NYSEArca-2024-110.pdf
Spectral Post-Mortem
Spectral faced a vulnerability exploit that targeted the bonding contract on Syntax on December 1st, 2024 which was used to remove approximately $200K in liquidity
> This post explains what happened, affected parties, and plan for remediation
Source: https://spectral-labs.notion.site/Post-Mortem-14fed21b975880f681ecd85c76c9536f
Paul Atkins ‘Reluctant to Take Job’: Coindesk
Source: https://x.com/tier10k/status/1864002759290196410
2077 Research: EIP-7762 & EIP-7691 : Making Ethereum Blobs Great Again
The article explores EIP-7762 and EIP-7691, focusing on optimizing blob pricing and increasing blob throughput to enhance Ethereum's data availability layer, while balancing scalability, consensus security, and rollup efficiency.
https://x.com/2077Research/status/1863676181054165318
Source: https://research.2077.xyz/eip-7762-eip-7691-making-ethereum-blobs-great-again
South Korea’s President Yoon Declares Emergency Martial Law
Source: www.aljazeera.com/news/2024/12/3/south-koreas-president-declares-emergency-martial-law
Coinbase Adds $MOG to Listing Roadmap
Source: x.com/coinbaseassets/status/1863953921732952240?s=46&t=2q9OLMlaobNlHLewOXT4uA
Ethena Partners with Derive, sENA Holders to Receive 5% of the DRV Token Supply
Source: https://x.com/EthenaNetwork/status/1863741091494735929
Sonic Labs Says its L1 Blockchain will Soon ‘Go Public' After Taking a snapshot for the S Airdrop
its mainnet blockchain has produced its first block
x.com/0xSonicLabs/status/1863648524128121026
Source: https://x.com/TheBlock__/status/1863699695534506182
Kaito: CT Yapper Leaderboard
Source: https://yaps.kaito.ai/
Bybit to Launch HYPE/USDT Pre-Market Trading on Dec 4, 2024, 12:00PM UTC
Source: https://announcements.bybit.com/en/article/listing-of-hypeusdt-on-bybit-perpetual-pre-market-on-dec-4-2024-12-00pm-utc-bltba0f2ad733fb98b4/
Othentic Research: AI x AVS - The Next Step For Decentralized AI
AVS supercharges the next generation of AI systems by leveraging programmable validation of computing and cryptoeconomic mechanisms
> This article explore unique use cases for decentralized AI systems powered by AVS.
Source: https://x.com/0xothentic/status/1863890369051562169?s=52&t=txFAbiSPTdLLDlAYj9X_AA
OKX Lists Movement Labs $MOVE on Spot Trading Markets
> Movement Labs $MOVE Launching Tomorrow, Dec 4, 2024.
> MOVE/USDT Spot trading will open at 12:00 pm UTC on Dec 9, 2024.
Source: https://www.okx.com/help/okx-to-list-move-movement-for-spot-trading
Crypto Folks on Forbes 30 Under 30
> Ostium Labs Cofounders - Kaledora and Marco Antonio
> Polymarket founder - Shayne Coplan
> Drift. Cofounder - Cindy
> Entropy founder, and more 👇
Source: https://twitter.com/Melt_Dem/status/1864034007513530408
Vana Whitepaper: An Open Protocol for Data Sovereignty
Vana, a protocol for programmable data ownership that enables collective creation of AI while maintaining individual data sovereignty.
> The paper explains Vana's vision and enabling technology for the future of AI, powered by user-owned data.
👉 Vana Whitepaper
Source: https://x.com/withvana/status/1864038766345904604
Understanding Anoncast and the Ecosystem Around It
A guide to Anon, its lore, and how on-chain privacy is now reality
Source: https://x.com/jonwu_/status/1863761013583348083?s=46&t=ywALktyM5ZCyt-zigN5Big
Crypto-AI Startup GAIB Raises $5M in Pre-Seed Funding Led by Hack VC, Faction VC, and Hashed
GAIB is focused on tokenizing GPUs.
Source: https://x.com/gaib_ai/status/1864010807555830092
Helius: Solana Executive Overview
The master guide on how solana works. The report delves into the intricacies of Solana's design and operation, exploring the key components and mechanisms that contribute to its capabilities.
Source: https://www.helius.dev/blog/solana-executive-overview#introduction
Trump Has Selected Paul Atkins for SEC Chair, Unchained Crypto Reports
Source: https://x.com/tier10k/status/1863998131714613478?s=52&t=txFAbiSPTdLLDlAYj9X_AA
South Korea’s National Assembly Speaker Asks Police to Leave Parliament
Source: https://x.com/deitaone/status/1863978724317643060?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Vitalik: What I Would Love to See in a Wallet
On properties that an ideal Ethereum wallet would have, focusing on key security and privacy features
“Wallets need to become not just software to store onchain access permissions, but also software to store your private data”. He also highlighted:
> Social recovery and multisig wallets, with graded access control
> Wallet should automatically route transactions across chains
> Private transfers to be integrated directly into wallets, and more
Source: https://vitalik.eth.limo/general/2024/12/03/wallets.html
December 2nd~ Rollup
🐚 Research and Ideation 💡
- Suhail Kakar: AI Agents ELI5
- Chain of Thought: Weekly Crypto AI Updates
- Zaddycoin: Left Curve | XRP Memecoin Onboarding 101
- Messari: State of XRP Ledger Q3 2024
- Kaito: CT Yapper Leaderboard
🐚 News 📕
- US Govt Moves $1.92B BTC to New Address
🐚 Project Updates 🔔
- Enron is Relaunching to with Decentralized Technology
- Coinbase to List $MOODENG
- RTFKT to Wind Down Operations
- Virtuals Partners with Pond to Advance Decentralized AI on Base
- Coinbase integrates Apple Pay into Onramp
- Nous Research Announces the Pre-training of a 15B Parameter Language Model Over the Internet
- Banana Gun Now Supports $VIRTUAL & $SPEC
- Sonic Labs Says its L1 Blockchain will Soon ‘Go Public
Arthur Hayes: The Cure
An essay about how to cure CEXually Transmitted Diseases by bringing back ICOs.
> Hayes criticize the undue influence centralized exchanges (CEXs) have on crypto startups, accusing them of prioritizing metrics and CEX demands over user-centric values and how ICOs can be a remedy.
Source: https://cryptohayes.substack.com/p/the-cure
Banana Gun Now Supports Virtuals Protocol $VIRTUAL & Spectral Lab’s $SPEC
You can now ape already bonded $VIRTUAL & $SPEC pairs via Banana Gun.
Source: https://x.com/bananagunbot/status/1863588447337718211?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Nous Research Announces the Pre-training of a 15B Parameter Language Model Over the Internet
> Using Nous DisTrO, heterogeneous hardware, and Andromeda Cluster
> The run presents a loss curve and convergence rate that meets or exceeds centralized training
> Paper Link: arxiv.org/abs/2411.19870
Source: https://x.com/NousResearch/status/1863622813317464157