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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
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Solana: Soylana Manlets Channel Invite
Soylana Manlets is a Solana group run by Ansem (@ blknoiz06 on X)
> Open for a day (closes soon)
/channel/+lGKooTL0gqsxNDNh
Magicdhz: Should AMM Designers be Using Markouts to Evaluate the Quality of AMMs?
> Should we evaluate the efficacy of SPY using arbitrary markouts to measure LVR?
> Are CLOBs and AMMs addressing the same market participant?
> it is very clear that CLOBs address highly sophisticated market-making participants,
> AMMs address passive market participants.
> They are different, and so we should not evaluate them the same way.
Source: https://x.com/magicdhz/status/1814352136307724721?s=46&t=2q9OLMlaobNlHLewOXT4uA
ArXiv: AI Agents That Matter
This paper touches key issues of Agents of today:
> AI agent evaluations must be cost-controlled
> Jointly optimizing accuracy and cost can yield better agent designs.
> Model evaluation should use proxies like parameter count to compare models fairly.
> Current evaluations focus on fully autonomous agents or simple chatbots, and more👇
https://arxiv.org/abs/2407.01502
Source: https://x.com/rohanpaul_ai/status/1814029081819615364?s=52&t=txFAbiSPTdLLDlAYj9X_AA
a16zcrypto: The Cryptoeconomics of Slashing
Slashing has been the most controversial mechanism designed for Proof of Stake protocols
> Slashing offers a means to economically penalize any particular node in a targeted manner for not taking a protocol-concordant action
> This article shows how incorporating slashing into the mechanism design of a PoS protocol substantially increases the cost-of-corruption that any adversary would incur.
Source: https://a16zcrypto.com/posts/article/the-cryptoeconomics-of-slashing/
July 19th~ Rollup
🐚 Research and Ideation 💡
- Themontedev: Why Binance Decided to List $BANANA?
- TheiaResearch: Banana Gun - King of Orderflow
- rarddd: Why and How Monad will Decentralize AI
- Lightshift: A New Paradigm in Privacy: Homomorphic Encryption - Part 2
- Polymarket: Trader 'AnonBidenBull' is Down Nearly $1.3M on His Biden Bets
- Momir: AI Training and Inference Tech Stack
- Nothing Research: How a 7-Year-Old Can Understand FHE / Fully Homomorphic Encryption
- ASXN: Examining Dynamics Present with the ETH ETF that Have Been Overlooked by the Market
- Marshall Vyletel Jr: Rollup Interop Series
🐚 News 📕
- Ryan Selkis Resigns as Messari CEO
🐚 Project Updates 🔔
- Zellular: A Consensus Layer & Sequencing Service that enables the development of dApps (zApps)
ASXN: Examining Dynamics Present with the ETH ETF that Have Been Overlooked by the Market & Which Were Not Present With the BTC ETF
A Look at:
> Flow Predictions
> ETHE Unwinds
> The Relative Liquidity of ETH
Source: https://x.com/asxn_r/status/1814384398277484612
Nothing Research: How a 7-Year-Old Can Understand FHE / Fully Homomorphic Encryption
> What Exactly is FHE?
> What is Homomorphic Encryption?
> Why “Fully” Homomorphic Encryption?
Source: Nothing_Research/how-a-7-year-old-can-understand-fhe-fully-homomorphic-encryption-2134505e82d1" rel="nofollow">https://medium.com/@Nothing_Research/how-a-7-year-old-can-understand-fhe-fully-homomorphic-encryption-2134505e82d1
Trader 'AnonBidenBull' is Down Nearly $1.3M on His Biden Bets
He'll lose $2 million if Biden drops out.
Source: https://x.com/Polymarket/status/1814370300181827607
rarddd: Why and How Monad will Decentralize AI
Monad’s optimized EVM positions it as a next-generation co-processor chain
> Monad has the potential to serve as one of the key blockchains propagating decentralization of AI
> With Data protocols being developed & becoming more performant. There is a future where Nads will be able to tokenize and monetize their own data.
> The Monad community will be able to contribute to open source AI to make the future better.
Source: https://x.com/rarddd__/status/1814314506706665625
Ryan Selkis Resigns as Messari CEO
Eric Turner (Chief Revenue Officer) to Serve as Interim CEO
Source: https://x.com/messaricrypto/status/1814314291811508393?s=52&t=txFAbiSPTdLLDlAYj9X_AA
July 18th~ Rollup
🐚 Research and Ideation 💡
- ZachXBT: Interesting Observations About the $230M+ WazirX Hack
- Alex Nezlobin: On CoW AMM Claiming to Have Outperformed Uni v2 in USDC/WETH Pool
- Lin Oshitani | Ethresearch: Based Preconfirmations with Multi-round MEV-Boost
- Decentralized Co: Attributions in Crypto
- Peter Schroeder: Stablecoin Market Cap Has Reached Levels We Haven’t Seen Since May 2022
- 0xNairolf: MegaEth Explained in Simple Terms
🐚 Project Updates 🔔
- WazirX Hacked for Over $230m USD
- Binance Introduces Banana Gun $BANANA on its HODLer Airdrops, Listing on 20th July, 9:00 UTC
- Moonshot: First App on the App Store that Lets You Buy & Sell Memes with Apple Pay
- Sanctum’s $CLOUD is Now Live!
- OpenAI Introduces GPT-4o Mini
0xNairolf: MegaEth Explained in Simple Terms
MegaETH is a real-time Ethereum L2, offering sub-millisecond latency & 100,000+ transactions/sec
> MegaETH uses node specialization to assign rollup tasks efficiently.
> Sequencers, running on supercomputers, handle the computationally intensive block production.
> Meanwhile, block validation is decentralized across multiple nodes, requiring less computational power.
Source: https://x.com/0xNairolf/status/1813919626952343615
Sanctum’s $CLOUD is Now Live!
Source: https://x.com/sanctumso/status/1813952081948225654
Binance Introduces Banana Gun $BANANA on its HODLer Airdrops, Listing on 20th July, 9:00 UTC
“Users who subscribed their BNB to Simple Earn products from 2024-06-23 to 2024-07-05 will get the airdrop distribution”
Source: https://www.binance.com/en/support/announcement/introducing-banana-gun-banana-on-binance-hodler-airdrops-subscribe-your-bnb-to-simple-earn-252eaa5e7a8646e6a4461f6057a06af4
July 20th~ Rollup
🐚 Research and Ideation 💡
- Mr. Lin | Pendle: vePENDLE Guide for Beginners
- a16zcrypto: The Cryptoeconomics of Slashing
- David Wong: How Easy is it to Attack a BFT Protocol Without Getting Slashed vs Accidental Slashing
- ArXiv: AI Agents That Matter
- Kloshy: A Deep Dive into Mysticeti
- Magicdhz: Should AMM Designers be Using Markouts to Evaluate the Quality of AMMs?
- Soylana Manlets Channel Invite
🐚 Project Updates 🔔
- The Sink: Designed to Solve Long-Term Value Alignment Isues that Current L2s Face (Whitepaper)
The Sink: Designed to Solve Many of the Long-Term Value Alignment Isues that Current L2s Face (Whitepaper)
The Sink’s goal is to democratize Native Yield in a productive way using two core primitives:
> A Simple V2 DEX, featuring bribe mechanisms
> A CDP, featuring a stakeable stablecoin
https://github.com/thesink-l2/whitepaper
Source: https://x.com/jackmelnick_/status/1813592200753902032
Kloshy: A Deep Dive into Mysticeti
Mysticeti - Sui Network’s revolutionary new consensus protocol that's changing the way we think about interacting with blockchains
Part 1: Sui’s Need for Speed
> Linear protocols = low latency.
> DAGs = high throughput.
> Sui’s goal is for users to enjoy the fastest and cheapest dapps in the market
> Mysticeti helps Sui get the best of both worlds
Source: https://x.com/kloshy/status/1814344750021128302?s=52&t=txFAbiSPTdLLDlAYj9X_AA
David Wong: How Easy is it to Attack a BFT Protocol Without Getting Slashed vs Accidentally Getting Slashed?
> Slashing is mostly applied to safety violations that can be proved
> Slashing only affects nodes that still have stake in the system
> Who is targeted, and if the victim reacts how long does it take them to punish the attackers?
> If a third of the network is Byzantine can they prevent the slashing from happening?
> Worst case, can they kill the liveness instead of getting slashed?👇
Source: https://x.com/cryptodavidw/status/1814021418230919487?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Mr. Lin | Pendle: vePENDLE Guide for Beginners
vePendle is Pendle's governance system.
You lock your PENDLE in exchange for vePENDLE
Its yield are distributed once per month in ETH
This piece covers:
> What is vePendle
> Benefits of holding vePendle vs EQB / PNP
> How to vote strategically to maximize your gains
> Why vePendle will gain significant advantage if Permissionless Listing goes online
Source: https://x.com/hzl123331/status/1814592798152401081?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Marshall Vyletel Jr: Rollup Interop Series
Examining trustless // in-protocol solutions that do not require third parties beyond the core infra.
The piece started by defining a 6 step progression along the ladder of X-Rollup Interoperability:
> L1 Async
> Shared Settlement
> Atomic Inclusion
> Atomic Execution
> Block-Level Composability
> Tx-Level Composability
Source: https://x.com/mvyletel_jr/status/1814310137018142769
Zellular:A Consensus Layer & Sequencing Service that enables the development of dApps (zApps) as Replicated State Machines
Zellular is deployed on Eigenlayer, moving away from traditional Smart Contracts on Blockchains.
Key features
> Flexibility in Development
> Rapid Finality
> Unlimited Throughput
> Robust Interoperability
> Dynamic Security
Source: https://x.com/zellular_xyz/status/1814312077189861408?s=46&t=ywALktyM5ZCyt-zigN5Big
Momir: AI Training and Inference Tech Stack
This illustration helps to understand the challenges that compute networks and other crypto-AI initiatives are trying to overcome.
Source: https://x.com/momir_amidzic/status/1814289137014591830
A New Paradigm in Privacy: Homomorphic Encryption - Part 2
As AI & ML demand more data and big tech exploits it, privacy is crucial
> FHE and other PETs are already transforming data security, but combining these with web3 tech has the power to unleash innovation while ensuring privacy + autonomy👇
Source: https://www.lightshift.xyz/blog/a-new-paradigm-in-privacy-homomorphic-encryption-part-2
TheiaResearch: Banana Gun - King of Orderflow
This article covers 5 most important & least understood properties of Banana Gun as a business
Banana Gun has:
> A valuable customer base
> A moat built on economies of scale
> Wonderful fundamentals.
> Latent pricing power due to quality of its orderflow
> A larger market opportunity than commonly understood
Source: https://x.com/theiaresearch/status/1814277792705479128?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Why Binance Decided to List $BANANA?
> Sustainable business model
> Strong adoption and community
> Team capable of building gud tek
> Important roadmap ahead
Source: https://x.com/themontedev/status/1814255961218978058?s=52&t=txFAbiSPTdLLDlAYj9X_AA
OpenAI Introduces GPT-4o Mini: Advancing Cost-Efficient Intelligence
GPT-4o mini scores 82% on MMLU and currently outperforms GPT-41 on chat preferences
> It is priced at 15 cents per million input tokens and 60 cents per million output tokens
> Smarter and cheaper than GPT-3.5 Turbo.
Source: https://openai.com/index/gpt-4o-mini-advancing-cost-efficient-intelligence/?utm_source=perplexity
Peter Schroeder: Stablecoin Market Cap Has Reached Levels We Haven’t Seen Since May 2022
Source: https://x.com/peterschroederr/status/1814000279735656619?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Moonshot: First App on the App Store that Lets You Buy & Sell Memes with Apple Pay
Source: https://x.com/usemoonshot/status/1813967137687663025?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Decentralized Co: Attributions in Crypto
Attribution is the process of analysing a user's journey on a platform, identifying touch points and understanding what plays a part in a successful conversion (a sale, sign up or simple click).
This piece covers:
> The influence of ads on our online experiences
> How the effectiveness of ads are measured today
> The evolution of attribution
> How crypto improves attribution
> The future of advertising
Source: Twitter | https://www.decentralised.co/p/attributions-in-crypto