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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
Empire: How Delphi Digital Turned $1M into $1.2B in Crypto
Guest: Jose, Yan, Anil - founders of Delphi Digital
> They discuss their journey from a small research firm to an investing, research, and consulting giant
> Their unique "umbrella thinking" approach to decision-making, challenges, and more
Source: https://podcastaddict.com/empire/episode/181352855
Movement: Security & Fast-Finality Settlement
In Fast-Finality Settlement (FFS), Soft-finality is secured by the L2 validators' stakes, which provides a minimum level of security. It is more secure than OP-RU and faster than ZK-RU
> This piece explains fast finality settlement and its benefits
Source: https://blog.movementlabs.xyz/article/security-and-fast-finality-settlement
August 24th~ Rollup
🐚 Research and Ideation 💡
- Pivot Global: Solana - Single, Permissionless, Global State Machine
- Hyperliquid: Innovating On-Chain Perpetual Trading
- GoodGame Podcast: The Evolution of Online Speculation & Prediction Markets
- rarddd: How AI Agents are Shaping the Future of Decentralized Stablecoin
- 0xagarwal: The $0 Raises Club
🐚 News 📕
- Pavel Durov Detained by French Security Services at Paris Le Bourget Airport
- Powell Speaks on Inflation at Jackson Hole
🐚 Project Updates 🔔
- TON Community Releases Statement on Pavel Durov Arrest
The $0 Raises Club
Source: https://x.com/0xagarwal/status/1827009291259187427?s=52&t=txFAbiSPTdLLDlAYj9X_AA
GoodGame Podcast: The Evolution of Online Speculation & Prediction Markets
Guest: Nigel Eccles, founder of FanDuel
> He discussed the evolution of online speculation, fantasy sports, prediction markets, memecoins…
Source: https://x.com/goodgamepodxyz/status/1827029518961283426?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid: Innovating On-Chain Perpetual Trading
This post highlights every aspect of HyperLiquid:
> Key Features, User Experience & Adoption
> Technical Innovations
> Comparison with Other Platforms, and more
Source: https://x.com/flossyp911/status/1826963126517923980?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Telegram Founder, Pavel Durov, Detained by French Security Services at Paris Le Bourget Airport
Source: https://www.tf1info.fr/justice-faits-divers/info-tf1-lci-le-fondateur-et-pdg-de-la-messagerie-cryptee-telegram-interpelle-en-france-2316072.html
August 23rd~ Rollup
🐚 Research and Ideation 💡
- Jito: Understanding Node Consensus Networks
- Flywheel: Everything To Know About DYAD
- Uma: How Polymarket is Making Prediction Markets Mainstream
- 0xagarwal: The 100M+ Raises Club
- Juan Leon: Potential of Stablecoins Holding More US Treasury Bills
The 100M+ Raises Club
Source: https://x.com/0xagarwal/status/1826649534476550506?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Flywheel: Everything To Know About DYAD -First Capital Efficient Overcollateralized Stablecoin
Guest: Joey Roth - founder of Dyad
> Joey discussed DYAD’s novel approach to stablecoins and it’s place in the future of DeFi
Source: https://www.youtube.com/watch?v=gPdePjauvys
August 22nd~ Rollup
🐚 Research and Ideation 💡
- Momir: The Agent Wars - Silicon Valley Titans vs. Crypto Challengers
- Particle: Entering the Abstraction Era: (Optimistic) Predictions for Crypto's Future
- ICME: Minimal Space, Maximum Pace: How Memory Efficient Zero-Knowledge Proofs Work
- Multicoin Capital: 7 Factors To Consider When Evaluating BECMs
🐚 News 📕
- Deitaone: Nearly Half Of All Corporate Election Contributions In 2024 Come From The Crypto Sector
- Grayscale Launches Grayscale Avalanche Trust
- Franklin Templeton Launches Tokenized Money Market Fund BENJI on the Avalanche Network
🐚 Project Updates 🔔
- Artemis Launches Prediction Markets Sector
Franklin Templeton Launches Tokenized Money Market Fund BENJI on the Avalanche Network
Source: https://www.avax.network/blog/franklin-templeton-launches-tokenized-money-market-fund-benji-avalanche
ICME: Minimal Space, Maximum Pace: How Memory Efficient Zero-Knowledge Proofs Work
This piece explains why memory efficiency ZKP is crucial for the widespread adoption of zero-knowledge proofs, how current technologies are addressing this challenge, and what we can expect in the near future for memory efficient ZK.
Source: https://blog.icme.io/minimal-space-maximum-pace-how-memory-efficient-zero-knowledge-proofs-work/
Nearly Half Of All Corporate Election Contributions In 2024 Have Come From The Crypto Sector
“Blockchain companies have supplied 48% of the $248 million of corporate money donated to influence federal elections this cycle,”
Source: https://x.com/deitaone/status/1826631518774853733?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Momir: The Agent Wars - Silicon Valley Titans vs. Crypto Challengers
While both Web2 and Web3 technologies offer pathways for AI agent development, each approach has its unique strengths and challenges.
> This article discusses the competition between centralized AI agents from tech giants like Apple and Google and decentralized Web3 AI agents, exploring the strengths and challenges of each
> How the convergence of Web2 and Web3 approaches can help create more powerful and versatile AI agents👇
Source: https://x.com/momir_amidzic/status/1825895123315458281?s=46&t=ywALktyM5ZCyt-zigN5Big
Ethresearch: The Role of the P2P Market in ePBS
The current ePBS proposal, EIP-7732, suggests ePBS will have a two-tier market to allow builders to form direct connections with proposers and others to still participate.
> In this post, the benefits of the second market, the P2P, are explored to inform its design
> This note also emphasizes multiplexing—the ability of proposers to discover builders as the most important aspect of the P2P market.
Source: https://ethresear.ch/t/the-role-of-the-p2p-market-in-epbs/20330
Taiko Labs: To Be Based or Not To Be Based
Based sequencing (aka. based rollups) have full composability with Ethereum by nature, and the other based rollups
> This article explain how Ethereum is a shared sequencer by nature and why we don’t need a new layer for sequencing.
Source: https://taiko.mirror.xyz/rQcCRvD4OTDLf_wwiPQmrqYgJvScMdn37lHctHSwttA
Powell Speaks on Inflation at Jackson Hole
“Inflation has declined significantly,” Fed Chair Powell says at Jackson Hole, later adding: “The time has come for policy to adjust. The direction of travel is clear.”
Source: https://x.com/yahoofinance/status/1826986020186763353?s=52&t=txFAbiSPTdLLDlAYj9X_AA
rarddd: How AI Agents are Shaping the Future of Decentralized Stablecoin
This post discusses the potential of AI agents to revolutionize decentralized finance, particularly stablecoins, by improving scalability, governance, and payment systems.
> These autonomous agents can dynamically manage risk, optimize minting, and enhance peg stability, making DeFi ecosystems more efficient and resilient👇
Source: https://x.com/rarddd__/status/1827387229712322668?s=46
TON Community Releases Statement
“We want to assure everyone that the TON community remains strong and fully operational”
Source: https://x.com/ton_blockchain/status/1827490660858933483
Authorities believe that Telegram's lack of moderation, collaboration with law enforcement, and the instruments it provides (disposable numbers, and cryptocurrency) make it an accomplice in drug trafficking, paedophilia, and fraud.
Source: https://www.thesun.co.uk/news/30073899/telegram-founder-pavel-durov-arrested/
Pivot Global: Solana - Single, Permissionless, Global State Machine
Solana has distinguishes itself as the distinct alternative programmable smart contract chain through unparalleled speed, affordability, and a unified ecosystem
This piece take a look at their progress with close attention to the following sectors:
> Payments & Stablecoins
> Defi
> Scaling Infra
> Consumer
Source: pivotglobal/solana-single,-permissionless,-global-state-machine" rel="nofollow">https://paragraph.xyz/@pivotglobal/solana-single,-permissionless,-global-state-machine
Juan Leon: Potential of Stablecoins Holding More US Treasury Bills
Stablecoins hold ~1% of US Treasury bills today, but that could soon grow to 15%, ranking them in the top 3 holders.
> With stablecoin regulation coming into effect in Europe in 2025 and the US looking to catch up, stablecoins will become increasingly embedded into the pipelines of the digital economy.👇
Source: https://x.com/singularity7x/status/1826327137785417817?s=46&t=ywALktyM5ZCyt-zigN5Big
Uma: How Polymarket is Making Prediction Markets Mainstream
Polymarket is enjoying a breakout year as traders increasingly look to prediction markets to bet on real-world events.
> In 2024, Polymarket has become a real-time sentiment tracker for major events like the upcoming US presidential election.
> As the optimistic verification mechanism that settles markets, UMA’s Optimistic Oracle is helping Polymarket on its mission to become a source of truth for the world.
Source: https://blog.uma.xyz/articles/how-polymarket-is-making-prediction-markets-mainstream
Jito: Understanding Node Consensus Networks
Any system that aims to establish a decentralized network can be considered an NCN.
> NCNs are key to decentralization, validating and confirming information across distributed nodes.
> These can include blockchains, cross-chain bridges, oracle networks, and more👇
Source: https://x.com/jito_sol/status/1825913526478831661?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Multicoin Capital: All Markets Are Not Created Equal: 7 Factors To Consider When Evaluating Blockchain-Enabled Collectibles Marketplaces
BECMs offer instant trading via cash settlement, reduce settlement time from weeks to seconds using stablecoins, and use NFTs as digital representations of physical assets held by a trusted custodian or authenticator.
> This piece break down seven key characteristics along three design axes: the financial axis, real world axis, and emotional axis.
Source: Tweet | multicoin.capital/2024/08/22/blockchain-enabled-collectibles-marketplaces/
Prediction Markets Sector on Artemis
Artemis has added the average cost to fill a $100k BUY or SELL order for the flagship Trump + Kamala markets on Drift's BET and Polymarket
Source: https://x.com/artemis__xyz/status/1826606666319888493
Grayscale Launches Grayscale Avalanche Trust
Source: https://www.globenewswire.com/news-release/2024/08/22/2934225/0/en/Grayscale-Investments-Launches-Grayscale-Avalanche-Trust.html
Particle: Entering the Abstraction Era: (Optimistic) Predictions for Crypto's Future
With scalability solved, a unification chapter begins. Old rules and playbooks will be out the door, and new kings will be crowned.
> Web3 is believed to be in the final stage of its modular era, entering a unification stage.
> With chain abstraction, we are approaching a turning point where our fragmented ecosystem can begin operating as a cohesive space 👇
Source: https://blog.particle.network/crypto-predictions-for-the-abstraction-era/
August 21st~ Rollup
🐚 Research and Ideation 💡
- Investment kingyru: Ton Challenges: Apple Restrictions and Possible Blocking in Russia
- Vitalik: Plurality Philosophy in an Incredibly Oversized Nutshell
- Alpha Please: Understanding Kamino - The Liquidity Layer of Solana
- Token Terminal: Tether's USDT on Tron DAO is Over 10x Bigger than MakerDAO's DAI on Ethereum
- Anoma: Intents from the Resource Model Perspective
- Syndica: Deep Dive: Solana DeFi - July 2024
- Four Pillars: Consumer Note 2
- 0xResearch: The Modular Thesis Is Dead
- Bagel: Visual Steps on How Transformers Actually Work
- ON–261: Zoomed-in on ZK Proofs
- Joshua Baker: There Is Nothing New Under The Sun
- Bankless: Mega ETH vs Monad: The Battle To Shape Ethereum's Future
- Spartan Group: The Growing Influence of the TON Network
- Lookonchain: Whale Spent 4,000 $stETH($10.4M) to buy 77,270 $AAVE at $135 in Just 1 Day
- Franklin Templeton: Landscape Overview: ETH Restaking & EigenLayer Case Study
🐚 News 📕
- Harris Supports Policies to Expand Crypto Industry, Aide Says: Bloomberg
🐚 Project Updates 🔔
- Aark Introduces 50x Leverage Trading on Polymarket for US Presidential Election Prediction