-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Gauntlet: Morpho Vault Curation Strategy
This piece covers:
> Morpho Vault Structure
> Market Allocation Strategy
> Strategic Adjustments
Source: https://x.com/gauntlet_xyz/status/1825542306319020205?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Flip Research: ETH - Where Do We Stand?
> While ETH has 10x the TVL of its nearest competitor, and also found killer apps this year like Polymarket
> On the other hand, ETH’s PMF is diminishing, L2s becoming increasingly fragmented
> This piece summarize both the bull and bear theses of ETH, with compelling arguments on each side👇
Source: https://x.com/flip_research/status/1825839747282894884?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Corn Raises $6.7M Seed Round Led by Polychain
with support from Binance Labs and others
Corn, a new Ethereum (ETH) Layer-2 network that uses its hybrid tokenized Bitcoin (BTCN) as gas and redirects network yield back to users and protocols
> Its BTCN is backed 1:1 by native BTC, and not bound to a single centralized custodian
Source: https://x.com/use_corn/status/1825897643824001153?s=46&t=ljigofiE3aQ-CkLKM6u7NQ
SEC Rejected Cboe’s 19b-4 Filings for Solana ETF
Source: https://x.com/TheBlock__/status/1825816725058658376
0xCygaar: How L2 Actually Works
> L2s save gas costs by moving tx processing offchain, and instead submit tx data to the L1
> L2s derive their final ordering from the ordering of the L1
> L2s submit proofs to the L1 to allow funds to be withdrawn from the L2 bridge
Source: https://x.com/0xcygaar/status/1825603946939035735
gmAI Introduces gmdotfun (Coming Soon)
Source: https://x.com/gm_dot_ai/status/1825755462933033262
Vaping Reimagined: How Puffpaw Are Blending Berachain with Wellness
What if every puff could be tracked, rewarded, and optimized for health benefits? “Vape to earn" marries the gratification of vaping with the transparency and incentivization of blockchain.
> To create the outcome of being incentivized to make healthier lifestyle choices.
Source: https://mirror.xyz/puffpaw.eth/7b6lscwfXrHIZgf5U1SazPPpwk5VXuT3Y8g6xEArlH0
Aori Partners with Theo Network to Bring Permissionless Liquidity Everywhere
This partnership helps Aori go beyond enabling permissionless liquidity to move from Destination A to B - now you can collaterlize it
Source: https://x.com/aori_io/status/1825566016203874790?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Coinbase Adds NEAR, AERO, VET, VTHO, and PYUSD (ERC-20) for NY Residents
Source: https://x.com/coinbaseassets/status/1825607114988867611?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
Clearpool Develops Caldera-Powered Layer 2 Chain Within Optimism Ecosystem
“Ozean” is based on OP Stack and developed using Caldera’s rollup-as-a-service platform
Source: https://www.theblock.co/post/312024/clearpool-develops-caldera-powered-layer-2-chain-within-optimism-ecosystem
Galxe Launches Alpha Mainnet of its Layer 1 Gravity Chain
All of Galxe’s products will now be brought on-chain with the launch
Source: https://www.theblock.co/post/311762/galxe-launches-alpha-mainnet-of-its-layer-1-gravity-chain
Base Introduces ENS Subnames for Users, Plans Fair Launch via Dutch Auction
Source: https://www.theblock.co/post/311986/base-introduces-ens-subnames-for-users-plans-fair-launch-via-dutch-auction
Binance Labs Invests in Corn to Simplify Bitcoin’s Use in Decentralized Finance
Corn is an Ethereum Layer 2 network focused on establishing a DeFi hub for Bitcoin.
Source: https://www.binance.com/en/blog/ecosystem/binance-labs-invests-in-corn-to-simplify-bitcoins-use-in-decentralized-finance-434033995593822840?hl=en
August 19th~ Rollup
🐚 Research and Ideation 💡
- Four Pillars: Particle Network - Protocol That Has Always Been [Abstracting] the User Experience
- ZachXBT: A Suspicious Transfer Was Made from a Potential Victim for 4064 BTC ($238M)
- 100y: The Road to PBS: MEV-Boost++, Optimistic Relays, and TEE-Boost
- NFT Nate: Interview of a Memecoin Rugger, Inner Mechanism
- Arthur_0x: Aave, the Core Pillar of Decentralized Finance and Onchain Economy
- Puffpaw: Vaping Reimagined: How Puffpaw Are Blending Berachain with Wellness
- Growthepie: Over 50% of Active L2 Addresses Are on Base
- 0xCygaar: How L2 Actually Works
- Ahkek4: 2024 Top Tier Fund Investment Performance Dashboard
🐚 News 📕
- Kamala Likely to Nominate Gary Gensler as Treasury Secretary if Elected: Senate Sources
🐚 Project Updates 🔔
- INFINIT: The DeFi Abstraction Layer
- Drift Introduces BET - The First Capital-Efficient Prediction Market on Solana
- Coinbase Adds NEAR, AERO, VET, VTHO, and PYUSD (ERC-20) for NY Residents
- Aori Partners with Theo Network to Bring Permissionless Liquidity Everywhere
- gmAI Introduces gmdotfun (Coming Soon)
🐚 Raises 💰
- Fabric Cryptography Raises $33M in Series A Funding
2024 Top Tier Fund Investment Performance Dashboard
DeFi is the primary focus of VC investment this year, followed by blockchain infrastructure and GameFi
https://dune.com/ahkek/vc-fund-performance
Source: https://x.com/ahkek4/status/1825566788295544850?s=12&t=2q9OLMlaobNlHLewOXT4uA
Over 50% of Active L2 Addresses Are on Base
Source: https://x.com/growthepie_eth/status/1825503452446830902
Fabric Cryptography Raises $33M in Series A Funding
Fabric is building towards a trustless future with custom chips for advanced cryptography
Source: https://x.com/fabriccrypto/status/1825635622645805303?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arthur_0x: Aave, the Core Pillar of Decentralized Finance and Onchain Economy
Having launched on Ethereum mainnet in Jan 2020, Aave has since established itself as one of the most battle-tested protocols across DeFi and the lending/borrowing sector.
> It is believed Aave will continue to dominate market share due to the strong network effects that it has built, driven by the liquidity & composability of the token.👇
Source: https://x.com/arthur_0x/status/1825595598609023039?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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