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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
Kamala Likely to Nominate Gary Gensler as Treasury Secretary if Elected: Senate Sources
Source: https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/
Interview of a Memecoin Rugger, Inner Mechanism
an insight into the tech & tools people are using to launch coins on PumpFun.
Source: https://x.com/NFTNate_/status/1825528307833876695
100y: The Road to PBS: MEV-Boost++, Optimistic Relays, and TEE-Boost
This article explored two approaches for verifying the validity of block builders' payloads:
> Optimistic Relays and TEE-Boost
> While TEE may not be a perfect solution in terms of integrity, it could serve as a viable interim measure on the path to achieving full PBS👇
Source: https://mirror.xyz/100y.eth/_yUCTRog341OA4G_QakjX9zeBq9uWTKn9dgPma7mVZ4
Four Pillars: Particle Network - Protocol That Has Always Been [Abstracting] the User Experience in Crypto
Through the past, Particle Network has been working to implement "Abstraction" at different levels, from Wallet Abstraction and Account Abstraction to Chain Abstraction.
> Each step has been taken to solve existing blockchain issues and make dapps easier for everyday users👇
Source: https://4pillars.io/en/articles/particle-network-journey/public
Polymarket On Track to Reach $475M in Volume and 75,000 New Accounts in August Alone
crypto app of the year?
Source: https://x.com/NickDGarcia/status/1825262097200037890
Aryan Agarwal: State of Consumer Crypto
A comprehensive article on the state of consumer crypto, covering:
> What is consumer crypto and why
> A look at on Infra including Lens Protocol, Farcaster, and SVM
> How to choose your audience
> Why telegram/TON can be the biggest crypto consumer app
> Are blinks coming to save the internet?
> What is Solana missing?, and more
Source: https://thearyanag.medium.com/state-of-consumer-crypto-e342c0563524
MegaETH Team Announced they’ve Lost Access to their X Account
please do not engage with the account until further notice
Source: https://x.com/namikmuduroglu/status/1825224039373361294?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Pump Fun Trading: Reality Check for Everyone Grinding in the Trenches
> If you’ve made over $1M trading Pump Fun tokens, you’re a top 70 trader (0.0028% of all wallets).
> If you’ve made over $100K, you’re in the top 924 (0.037% of all wallets).
> If you’ve made over $10k, you're in the top 11,936 (0.477% of all wallets).
> If you’ve made over $1k, you’re in the top 76,587 (3.061% of all wallets).
Leaderboard: dune.com/adam_tehc/pump-fun-alpha-wallets
Source: https://x.com/adam_tehc/status/1824994679265349802?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Understanding the Difference Between Ethereum, Solana, and MegaETH in 3 Pictures
> Solana - a fatty rabbit, gets lot done but cant run around
> Ethereum is a skinny rabbit, agile but cant chew much at one time
> MegaETH tries to have it all with four rabbits
Source: https://x.com/hotpot_dao/status/1824861158358319456
Chaos Labs: WBTC Risk Update
Recap of what has happened so far:
> BitGo announced an initial WBTC custody setup, and then clarified a new one after industry concern
> MakerDAO halts new borrowing against WBTC
> Coinbase announced cbBTC –WBTC competitor
> This piece dive deep into what's happening, why it matters, and the potential risks involved👇
Source: https://x.com/chaos_labs/status/1824857131033546977
EigenPhi: The MEV Builder That Raked $3.5M on Black Monday
During Black Monday, the biggest winner among builders is beaverbuild, but the builder who ranked the 2nd regarding builder rewards is the builder labeled ‘MEV Builder 0x3b’, took 1,448ETH ($3.5M)
> This piece discuss how it made this much during the turmoil of the market? 👇
Source: https://eigenphi.substack.com/p/the-mev-builder-that-raked-35m-on?utm_source=substack&publication_id=760666&post_id=147759576&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=aaog1&triedRedirect=true
Blockless: Empowering Neutral Network Applications
Blockless is a modular, neutral network designed to power applications through user participation.
> It also aims to provide applications with unlimited resources, enabling the creation of complex applications that are currently not feasible on the blockchain.
Source: https://x.com/0xSenseiWu/status/1824491704142929980
GammaSwap $GS TGE Set for August 30th
> The total supply for GS tokens is 1.6B
> Airdrop (2%) — Airdrop to point holders in GS.
> LBP planned for Aug 30th, airdrop follows after
> The vest period has been reduced to 30 days for escrowed GS when it launches👇
Source: https://x.com/GammaSwapLabs/status/1824479820224319825
Franklin Templeton: Blockchain and AI - A Path to Transparency, Trust, and Decentralization
Blockchain technology addresses many of the challenges Al faces, particularly those related to transparency and trust.
> Using cryptographic methods, blockchain ensures the accuracy and immutability of recorded transactions.
> When integrated with Al, blockchain can track and authenticate the sources of information used by Al systems👇
Source: https://x.com/FTI_DA/status/1824480252879360307
Aave to Propose Onboarding TBTC in Response to Concerns About Latest WBTC Custodial Changes
TBTC is an alternative tokenized version of BTC
Source: https://x.com/laurashin/status/1824221847547682921?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Drift Introduces BET - The First Capital-Efficient Prediction Market on Solana
Source: https://x.com/DriftProtocol/status/1825537656014721406
INFINIT: The DeFi Abstraction Layer
INFINIT is a DeFi infrastructure that abstracts away the complexities of launching and scaling DeFi applications, eliminating the need for complex coding languages and accelerating time-to-market across any integrated chain.
Source: https://x.com/Infinit_Labs/status/1825503520633835743
ZachXBT: A Suspicious Transfer Was Made from a Potential Victim for 4064 BTC ($238M)
Funds quickly transferred to ThorChain, eXch, Kucoin, ChangeNow, Railgun, Avalanche Bridge.
Source: https://x.com/zachxbt/status/1825499490956231021
August 18th~ Rollup
🐚 Research and Ideation 💡
- Adam_Tehc: Reality Check for Pump Fun Traders
- Joe Roegan Podcast: Interview with Peter Thiel
- Aryan Agarwal: State of Consumer Crypto
- Ethresearch: Decentralized and Verifiable Cloud Service on Ethereum
🐚 Project Updates 🔔
- Dub: Making the Trenches Fun Again
- MegaETH Team Lost Access to their X Account
- Polymarket On Track to Reach $475M in Volume and 75,000 New Accounts in August Alone
Ethresearch: Decentralized and Verifiable Cloud Service on Ethereum
This research proposed a decentralized & verifiable cloud service protocol on Ethereum, which can provide computationally intensive service to all web2 or web3 applications, making decentralized ChatGPT, decentralized blockchain explorer reality.
Source: https://ethresear.ch/t/decentralized-and-verifiable-cloud-service-on-ethereum/20292/1
Joe Roegan Podcast: Interview with Peter Thiel
Thiel - entrepreneur & investor, co-founded PayPal
Discussion across:
> Technological stagnation
> Nuclear energy
> America’s Political Crossroads
> AI and the future
> Epstein scandal and philanthropy
> Demographic decline, and more
Source: https://www.youtube.com/watch?v=klRb0_BAX9g
Dub: Making the Trenches Fun Again
Launching on solana soon
With a degen team of serial founders, stanford, DeFi devs, and in partnership with top memecoin devs/CTO leaders, “Dub” is built to fix the broken memecoin game
Source: https://x.com/j0hnwang/status/1824442904280175104
August 17th~ Rollup
🐚 Research and Ideation 💡
- Chaos Labs: WBTC Risk Update
- Eli5DeFi: Top Research Accounts to Elevate Your Insights and Knowledge
- Hotpot_dao: Understanding the Difference Btw Ethereum, Solana, and MegaETH in 3 Pictures
Eli5DeFi: Top Research Accounts to Elevate Your Insights and Knowledge 100x!
> Four Pillars
> Presto Research
> Shoal Research 🐚
> Asxn
> Kairos Research
> Revelo Intel
> Decentralised co
> Pine Analytics
> M6 Labs
Source: https://x.com/eli5_defi/status/1824809574114963456?s=52&t=txFAbiSPTdLLDlAYj9X_AA
August 16th~ Rollup
🐚 Research and Ideation 💡
- Pavel Paramonov: Is Everything Really Moving Towards AppChains?
- Revelo Intel: $AAVE Leading the Expectations for an Upcoming DeFi Wave
- Franklin Templeton: Blockchain and AI - A Path to Transparency, Trust, and Decentralization
- S4mmyEth: Polymarket Bet as an NFT and Taking Out a Loan Against Your Position
- Coinbase Traders: Bitcoin Outperforming US Equities On a Risk-Adjusted Basis
- Sui: How to Get Started with Sui
- EigenPhi: The MEV Builder That Raked $3.5M on Black Monday
🐚 Project Updates 🔔
- MakerDAO Stops New WBTC-Backed Loans Following its BitGo Concerns
- Aave to Propose Onboarding TBTC in Response to Concerns About Latest WBTC Custodial Changes
- GammaSwap $GS TGE Set for August 30th
- Blockless: Empowering Neutral Network Applications
How to Get Started with Sui
Latest guide on how to get started on Sui:
> Set up a wallet
> Deposit assets via an on-ramp or bridge
> Explore the ecosystem!👇
Source: blog.sui.io/how-to-get-started-with-sui/?utm_source=twitter&utm_medium=organic&utm_campaign=education
Bitcoin Outperforming US Equities On a Risk-Adjusted Basis
This analysis shows BTC's performance exceeding both the S&P 500 & Nasdaq since the start of 2023
Source: https://x.com/coinbasetraders/status/1824495346355261769
Polymarket Bet as an NFT and Taking Out a Loan Against Your Position
Polymarket only enables you to trade positions on platform, but this could change if it leans into a "decentralized" model👇
Source: https://x.com/S4mmyEth/status/1824368305223651787
$AAVE Leading the Expectations for an Upcoming DeFi Wave
Great fundamentals + Umbrella update + new AAVEnomics = Just use AAVE
> Umbrella proposes a shift to a "seize and burn" model using aTokens
> One key component of the new AAVEnomics update is the Buy & Distribute program
> This program aims to create a sustainable reward system using Aave's excess revenue to purchase $AAVE tokens from the market and distribute them to stakers.👇
Source: https://x.com/ReveloIntel/status/1824418375440753103
Pavel Paramonov: Is Everything Really Moving Towards AppChains?
> Well, yes (there are some dapps that benefit from having their own chain more than staying on existing one)
> Well, no (there are other solutions suitable for dapp needs).
Source: https://x.com/paramonoww/status/1824430685295349912?s=46&t=2q9OLMlaobNlHLewOXT4uA