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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
Archetype | Solana Day: Parcl by Trevor Bacon
He discussed:
> Parcl Ecosystem Overview
> Why Solana
> Challenges faced and why Parcl didn’t leave
> Key considerations for building in solana
Source: https://x.com/archetypevc/status/1821229017456153028?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Kairos Research: BTC and ETH ETF Flows
> BlackRock now has 340k BTC worth roughly $19.5bn, and Fidelity has 193k BTC worth $11.2bn
> In only 11 trading days, ETH ETFs have seen net inflows of -$132k due to Grayscale ETHE outflows
> BlackRock's ETHA has accumulated 260k ETH ($634m), Fidelity with inflow of 105k ETH ($256m)
Source: https://x.com/kairos_res/status/1821561128364740949?s=46&t=2q9OLMlaobNlHLewOXT4uA
CoW AMM: The Next Frontier of AMM Innovation
CoW AMM is a special kind of automated market maker designed to help liquidity providers capture MEV from arbitrageurs, rather than swap fees
> CoW AMM is set to integrate into Balancer front-end with its own dedicated pool page offering a streamlined UX experience for users
Source: https://medium.com/balancer-protocol/cow-amm-the-next-frontier-of-amm-innovation-1718842ad066
Binance Will List $TON and Open Spot Trading at 10:00 UTC Today
⏰10:00 (UTC)
Source: https://x.com/binance/status/1821424103858798856?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Pacmoon $PAC is Leaving Blast, Becoming $ARMY On Solana
indicated Blast provided zero social support
> If you hold $PAC, burn it now, before August 14th
> The team will airdrop users $ARMY on Solana based on how much $PAC they burn
Source: https://x.com/lambolandnft/status/1821288042641973332?s=52&t=txFAbiSPTdLLDlAYj9X_AA
What Happened in the Blockchain Industry
This post talks about:
> VC, New projects, Old projects
> Head exchanges, Sol, Eth
> Advice to readers, and more
Source: https://x.com/Ryanqyz_hodl/status/1821045231539872101
How to Build an AI Agent To Short ETH Using Spectral Syntax V2
Spectral is a machine intelligence network to generate autonomous onchain agents👇
Source: https://x.com/Spectral_Labs/status/1820946062720561419
Nillion Teams Up with Ritual for Decentralized Blind AI Inference Technology
Source: https://beincrypto.com/nillion-ritual-decentralized-blind-ai-partnership/
Token Migration 101
This research provides a deep dive into the top 5 token migration & merger case studies, to have a more holistic view of the key considerations, conversion mechanism, timeline, price performance, and community responses:
> MC –> BEAM
> RBN -> AEVO
> AGIX, FET, OCEAN -> ASI
> KLAY, FNSA -> PDT
> OGV -> OGN
Source: https://x.com/cornergirl999/status/1821202712547226005
Michael Dempsey: The Venturification of Research & The Resulting Prisoner’s Dilemma
This post looks at:
> How financing research has progressed
> The implications on this for pace of science and company building
> The comparison of R&D -> startups and public market -> private market value capture
Source: https://www.michaeldempsey.me/blog/2024/07/16/the-venturification-of-research-capital-the-resulting-prisoners-dilemma/
Grayscale Launches New Crypto Investment Trusts for SUI and TAO
Source: https://www.theblock.co/post/309817/grayscale-launches-new-crypto-investment-trusts-for-sui-and-tao
Binance Labs Invests in Solayer to Drive the Solana Restaking Ecosystem Forward
Solayer aims to secure on-chain decentralized applications (dApps) with improved network bandwidth while securing the L1 at the same time
Source: https://x.com/BinanceLabs/status/1821200448281514251
August 6th~ Rollup
🐚 Research and Ideation 💡
- Ceteris: Returns Off Yesterday's Bottom
- Jito: Restaking on Solana - A New Chapter
- Bagel: RAG vs Finetuning
- Flashbots: How to Get Rid of MEV-Boost Relays: TEE-Boost
- Christian Catalini x Jane Wu: The Race to Dominate Stablecoins
- ASXN: The Yen Carry Trade & Its Consequences
- Tarun Chitra: How Much Should You Pay for Restaking Security?
- Flashbots: Catch up Flasbots events at EthCC 2024
- Three Sigmal: Decoding Points Programs -The New Economic Incentives in Crypto
- Arthur Hayes Discuss $JPY strength, How it could destroy the fiat financial system, and more
- Bianco Research: Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage
- Vitalik: Summary of Ethereum Block-Building Research as of 2024-08-07
🐚 News 📕
- Trump’s Son, Eric Trump, Revealed He Has Fallen in Love with Crypto/DeFi
🐚 Project Updates 🔔
- Coinbase Will Add Support for Gravity (G) on the Ethereum Network
- Y2K Rebrands to Fractality: The New Gateway to Superior Yields
- Rollchains Introduces Upgrades As a Service
🐚 Raises 💰
- DAWN Raises $18 Million Led by Dragonfly Capital
Vitalik: Summary of Ethereum Block-Building Research as of 2024-08-07
> Everyone agrees having multiple actors contribute txs that must be included in the block is a good idea
> Open debate on whether avoiding a "last mover" is possible
Source: https://x.com/vitalikbuterin/status/1820993698106368166?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arthur Hayes: Spirited Away
He discussed how $JPY strength could destroy the fiat financial system, and why Yellen might be instructed to print money
> He revealed the last thing Kamala need on election day is a raging global financial crisis.
> A financial crisis sparked by the unwinding of Japan Inc.'s monster yen carry trade
> Kamala could instruct US Treasury Secretary Yellen to fix it with printed money.
> This yen carry trade unwind could collapse the entire global financial system
> Yellen will likely swing into action no later than the opening of Asian trading next Monday, Aug 12th.
Source: https://cryptohayes.substack.com/p/spirited-away?r=aaog1&utm_medium=ios&triedRedirect=true
The Fed Said it Found “Significant Deficiencies” in the Risk Management Practices at Customers Bank
The Fed and Customers Bank filed a written agreement on Thursday with a plan to disclose operations and crypto risk exposure
Source: https://x.com/blockworks_/status/1821584938250146132?s=52&t=txFAbiSPTdLLDlAYj9X_AA
August 7th~ Rollup
🐚 Research and Ideation 💡
- Shoal Research: Particle Network - The Chain Abstraction Layer
- Michael Dempsey: The Venturification of Research & The Resulting Prisoner’s Dilemma
- Jonah: Thoughts on Jump Supposedly Leaving Crypto
- Cornergirl999: Token Migration 101
- 0xPass - Architecture and Decentralization Plan (paper)
- Staphwriter: Tim Walz's Finances (Per Dan Primack Newsletter)
- Spectral: How to Build an AI Agent To Short ETH Using Spectral Syntax V2
- Ryanqyz: What Happened in the Blockchain Industry
- Polymarket: Harris Ties with Trump After Flipping Him for the First Time Earlier
- MLDzmnG: A Deep Dive Into Autonolas Protocol
- 0xPARC: Programmable Cryptography (Part 1)
- CoW AMM: The Next Frontier of AMM Innovation
🐚 News 📕
- Michael Saylor Says He Personally Owns More Than $1B in Bitcoin: BBG
🐚 Project Updates 🔔
- Ethena USDe is Now Live on Solana
- Binance Labs Invests in Solayer to Drive the Solana Restaking Ecosystem Forward
- Grayscale Launches New Crypto Investment Trusts for SUI and TAO
- Nillion Teams Up with Ritual for Decentralized Blind AI Inference Technology
- Pacmoon $PAC is Leaving Blast, Becoming $ARMY On Solana
0xPARC: Programmable Cryptography (Part 1)
Programmable Cryptography is a “2nd generation" of cryptographic primitives, which allow arbitrary programs to be executed "inside of" or "on top of" cryptographic objects.
> This piece discuss what makes these primitives so powerful, and how might they reshape the Internet in the next 1-2 decades
Source: https://0xparc.org/blog/programmable-cryptography-1
MLDzmnG: A Deep Dive Into Autonolas Protocol
Autonolas Protocol is a revolutionary platform empowering developers, DAOs, and communities to create and deploy AI-powered autonomous agents across various blockchain environments
> Autonolas services have surpassed 1 million transactions across various chains👇
https://flipsidecrypto.xyz/MLDZMN/autonolas-services-and-use-cases-8kvO0v
Source: https://x.com/mldzmng/status/1820833948076752907?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Harris Ties with Trump on Polymarket Betting Odds After Flipping Him for the First Time Earlier
Source: Polymarket
Ethresearch: ShardDAG - Ordering and Exploitation in Sharded Blockchains
State sharding amplifies MEV exploitation and censorship problems that exist in non-sharded blockchains.
> This research propose a shardDAG architecture for state sharded blockchains or multi-chain systems, combining protocol rules, rewards and penalties that constrain transaction exploitation and external influences like regulatory censorship
Source: https://ethresear.ch/t/sharddag-ordering-and-exploitation-in-sharded-blockchains/20203/1
Tim Walz's Finances (Per Dan Primack Newsletter)
“Walz doesn't own a single stock, per financial disclosures & confirmed by a spokesperson”
“Same goes for his wife Gwen,per tax filings”
Source: https://x.com/staphwriter/status/1821189463730471110?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xPass - Architecture and Decentralization Plan
The 0xPass platforms allows clients to seamlessly operate across multiple crypto ecosystems using a single account. Composed of the following 3 layers:
> Orchestrator Layer
> Solver Layer
> Transaction Layer
Source: https://x.com/0xpass_io/status/1820922868969963783?s=46&t=2q9OLMlaobNlHLewOXT4uA
Jonah: Thoughts on Jump Supposedly Leaving Crypto
“Jump has probably exited "building" altogether, which is why you see their bags getting jeeted when you check the chain”
“I’d also guess that their vanilla trading operation is still humming away and printing plenty of money”
Source: https://x.com/jvb_xyz/status/1821217485921702345?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Shoal Research: Particle Network - The Chain Abstraction Layer
By simplifying interactions and making blockchain technology more accessible, Particle Network is paving the way for broader adoption of dApps
> Our latest piece explore the need for chain abstraction & how Particle Network is approaching this phenomenon.
https://www.shoal.gg/p/particle-network-the-chain-abstraction
Source: https://x.com/Shoalresearch/status/1821230028975472862
Michael Saylor Says He Personally Owns More Than $1B in Bitcoin: BBG
Source: https://velodata.app/news
Ethena USDe is Now Live on Solana
This allows Solana users to transact in USDe, as well as accrue Ethena's native rewards with sUSDe
> SOL onboarded as a backing asset for USDe, subject to governance’s implementation next week
Source: https://x.com/ethena_labs/status/1821185511563956569?s=52&t=txFAbiSPTdLLDlAYj9X_AA
DePIN Protocol, DAWN, Raises $18 Million Led by Dragonfly Capital
DAWN - a new project being developed by Andrena
Decentralized Autonomous Wireless Networks (DAWN) aims to transform the Internet from a provider-owned model to consumer-owned model
Source: https://x.com/dawninternet/status/1821155421006307342?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage
With Jim Bianco - President of Bianco Research
> He discussed the health of the labor market
> What's really driving the unemployment rate up to a 3-year high of 4.3%
> The Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.
Source: https://www.youtube.com/watch?v=lzT0Wl_TZiI
Trump’s Son (Eric Trump) Revealed He Has Fallen in Love with Crypto/DeFi
“Stay tuned for a big announcement”
Source: https://x.com/erictrump/status/1820906993802211751?s=46&t=txFAbiSPTdLLDlAYj9X_AA