-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Bedlam Research: Wtf is Settlement
“Settlement is multi-level; whether a specific “level of settlement” is sufficient depends completely upon the asset holder’s perspective”
> This piece try to figure out what people mean when they refer to "settlement"
Source: https://www.bedlamresear.ch/posts/settlement/
Coinbase’s LRDS-USD and SD-USD Trading Pairs Are Now in Full-Trading Mode on Coinbase Exchchange and Advanced Trade
Source: https://x.com/coinbaseexch/status/1823029558980825251?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Equilibrium: Do All Roads Lead To MPC?
This piece explore the end game of programmable privacy infrastructure and argues that all paths ultimately fall back to the trust guarantees of MPC
Source: https://x.com/equilibrium_co/status/1822951341024575542
Five X-Factors That Could Upend the Election
> Rogan & RFK put Texas in Play
> Trump in Jail
> War
> Recession
> More Candidate Swaps
Source: https://news.polymarket.com/p/five-x-factors-that-could-upend-the
Current Bitcoin Cycle Closely Resembles the 2018-2022 Cycle
Where BTC hit a high up 2,000% from the cycle low
Source: https://x.com/coinbasetraders/status/1823014576763371725
Mikey0x_: Overview of the Prediction Markets
A quick summary on:
> Prediction market categories
> Their GTM strategies
> Product updates, some numbers
> Mechanism explanations
> Where we are headed
Source: https://x.com/mikey0x_/status/1823025965598969876?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Donald Trump Officially Returns to X
Source: https://x.com/realdonaldtrump/status/1823016427680358790
Ion Protocol Has Announced a Total Fundraise of $7M to Support the Development of ‘Nucleus’
Nucleus is a platform built on top of Ion Protocol to bring native yield to different rollups & app-chains
Source: https://x.com/ionprotocol/status/1823001295298453686
August 11th~ Rollup
🐚 Research and Ideation 💡
- Adam_Tehc: Only 0.12% of Tokens Thrives in Pumpdotfun Trenches
- a16z: How to Avoid Predatory Deals
- Crypto Narratives: Worst Performers YTD Among Large Caps
- Helius: A Short Introduction to DePIN
- Weremeow: A Letter For WBTC Custodians (Old & New)
- Abhiii53: Overview of Hyperliquid EVM or HyperEVM
- Nothing Research: Re-Restaking Tokenomics
- Takens Theorem: Some L2 Data Trends Post-Dencun
- Andrew Kang: Some Interesting Developments Upcoming for $SUI
- 0xEvan: Economic Costs of Failed Transactions on Solana
🐚 News 📕
- U.S. Banks Facing $517 Billion of Unrealized Losses
🐚 Project Updates 🔔
- Uniswap Labs Made $30.3m in Revenue in Q2
- Maker is Planning to Offboard WBTC Due to the Change in Custody from Bitgo
- Binance Will Delist CVP, EPX, FOR, LOOM, REEF and VGX
Presto Research: Prediction Markets - The Next Big Thing?
Prediction markets offer novel investment and hedging opportunities by allowing users to bet on specific outcomes, acting as financial safety nets against various events that traditional products can’t cover.👇
Source: https://www.prestolabs.io/research/prediction-markets-the-next-big-thing
0xEvan: Economic Costs of Failed Transactions on Solana
> Pyth contract has a 26.5% tx failure rate (292,165 txs) across 1.1m transactions, resulting in 1.45 SOL in lost fees. The failure rate is cross referenced with Dune and solscan.
> Validators make ~3460 SOL per month from failed txs👇
Source: evandekim/economic-costs-of-failed-transactions-on-solana" rel="nofollow">https://paragraph.xyz/@evandekim/economic-costs-of-failed-transactions-on-solana
U.S. Banks Facing $517 Billion of Unrealized Losses
Source: https://x.com/WinfieldSmart/status/1822584228145471899
Nothing Research: Re-Restaking Tokenomics - Don’t Take Away the Community’s “Psychological Safety Net” (June 2024)
“Recent re-restaking projects that allocate only a small percentage of tokens to holders might be making a critical mistake”
Source: Nothing_Research/re-re-staking-tokenomics-dont-take-away-the-community-s-psychological-safety-net-1dd879132ec9" rel="nofollow">https://medium.com/@Nothing_Research/re-re-staking-tokenomics-dont-take-away-the-community-s-psychological-safety-net-1dd879132ec9
Uniswap Labs Made $30.3m in Revenue in Q2
Source: https://x.com/tokenterminal/status/1822718675146956920?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Weremeow: A Letter For WBTC Custodians (Old & New)
“It is crucial for WBTC, the entire defi ecosystem and for bitgo/bitg to immediately clarify a few things:”
> Who exactly is part of the multisig that holds the BTC?
> Will the BTC ever be used for any purpose?
> What’s the upside for either party, is it for TRON adoption of WBTC?
> How exactly does going multi jurisdiction help?
> Is it possible to get a very respected independent party to be in the multisigning group to act as both communication and signer?
Source: https://x.com/weremeow/status/1822345168869003411?s=52&t=txFAbiSPTdLLDlAYj9X_AA
AAliance: The state of Account Abstraction
The Account Abstraction market grows drastically every month. In July, user Op calls increased by over 300%👇
Source: https://mirror.xyz/0x728924C28cDCDFA5a083b0Fc17F052266D085537/j2Po4tAmola0MrDWYyPCXAGxb7UPkbf3HiiDiuQZTqI
Addressing wBTC <> Aave Concerns
Source: https://x.com/lemiscate/status/1823057040811442386?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Polymarket’s Open Interest Falls Off a Cliff
Suffered its largest single-day drawdown in open interest last week, losing $20.9m
Source: https://www.theblock.co/post/310762/polymarkets-open-interest-falls-off-a-cliff?utm_source=rss&utm_medium=rss
RareBetSports: A Sports Ecosystem Fueled by Monad
RareBetSports aims to build the largest on-chain community, bridging adoption through consumer-friendly and culturally relevant applications.
Source: https://x.com/RareBetSports/status/1822997283518214377
European Commissioner Threatens Elon Musk About his Donald Trump Interview Tonight
demands he censor Trump during their interview
Source: https://x.com/RadarHits/status/1823053512739098874
Polymarket Partners with Perplexity to Show News Summaries
When users click on an event on Polymarket, they will now see a summary of news related to the event based on search results from Perplexity
Source: https://x.com/perplexity_ai/status/1823029449534615705
EigenLayer Introduces AVS Rewards
This update grants AVSs ability to reward stakers and operators for their past, present, and future support.
Source: https://x.com/eigenlayer/status/1823014261854978347?s=
Symbiotic Launches Devnet, Plans Mainnet in Q3
Any builder/network can now test the integration of restaking into their stack with Symbiotic’s shared security sandbox environment
Source: https://x.com/symbioticfi/status/1822991063197618185
Decentralised Co: How To Build Product-Community Fly Wheels
This piece covers:
> A break down of how communities are built at each stage of a venture’s growth.
> Why at seed stages, you should fly under a known, more recognisable flag.
> How talking to users & making them feel seen & heard make a huge difference as you scale
> Why "culture" is the final battle for firms to take on as they grow.
Source: https://www.decentralised.co/p/how-to-build-product-community-fly?utm_source=share&utm_medium=android&r=lwdxw&triedRedirect=true
Binance Will Delist CVP, EPX, FOR, LOOM, REEF and VGX and Stop Trading on 2024-08-26
⏰ 03:00 (UTC)
Source: https://www.binance.com/en/support/announcement/binance-will-delist-cvp-epx-for-loom-reef-vgx-on-2024-08-19-e2fcd2c945654c8d832395335429403e?hl=en
Andrew Kang: Some Interesting Developments Upcoming for $SUI
> Raoul pal shill thread while he sits on advisory board
> Large OTC bids
> Relatively strong holdership through big unlocks
> Aggressive price action with no pullback
> Big recent performance upgrade with Mysiceti potentially allowing for interesting new apps
Source: https://x.com/Rewkang/status/1822732195255243086
Takens Theorem: Some L2 Data Trends Post-Dencun
An analysis of trends in bridging from L1 to L2 after the March, 2024 upgrade that included blobs & more
> This post consider 5 major L2 ecosystems to investigate how bridging activity may have changed after Dencun: Arbitrum, Base, Optimism, Blast, and Mantle
Source: https://medium.com/etherscan-blog/some-l2-data-trends-post-dencun-0d08d7a0e913
Overview of Hyperliquid EVM or HyperEVM
The Hyperliquid EVM is an EVM-equivalent network like Base or Arbitrum, which means it’s compatible with Ethereum smart contracts and tooling like wallets, right out of the box.
> This piece discuss everything to know about HyperEVM including its live testnet, key features, & more
Source: https://x.com/abhiii53/status/1821234175212667080?s=46&t=2q9OLMlaobNlHLewOXT4uA
Maker is Planning to Offboard WBTC Due to the Change in Custody from Bitgo
Source: https://x.com/0xngmi/status/1822300546587324481?s=46&t=JD40fzcX5U9o3u11I1KlEA
Helius: A Short Introduction to DePIN
DePIN is a set of physical infrastructure that utilizes a network of nodes. It allows anyone to bootstrap the network and receive rewards for doing so.
> This piece explain DePIN, its functions, and its applications in various fields, such as storage, telecommunication, maps, and computing.
Source: https://www.helius.dev/blog/a-short-introduction-to-depin