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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
Kapursanat: ZK Mechanisms will Replace Cryptoeconomic Mechanisms
“more rapidly than most people in this industry expect, and it would only cost $1m/year to prove every L1 EVM block”
Source: https://x.com/kapursanat/status/1831940273636831370?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Ethereum’s Identity Crisis: What is the Primary Method that ETH will Accrue Economic Value?
With Ethereum's revenue dropping by 99% YTD, this has sparked an identity crisis around its primary value accrual mechanism.
> The "ultrasound money" narrative is challenged by L2 scaling solutions, which reduce revenue for the L1 network. Ethereum must find a new economic story, as its role as a gas token may become increasingly abstracted and less valuable.👇
Source: https://x.com/chainlinkgod/status/1832198208287863174?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arhat: Chain Abstraction Paradigm: Is Particle Network Blockchain’s Missing Link?
A deep dive into chain abstraction and how Particle Network is tackling some of the biggest challenges with interoperating between multiple chains.
Source: https://arhat.mirror.xyz/ae6ToRqg-2svUTJPjbyzF1RIZdk97hFu-nrj49cvKKU
Coinbase Adds ZKsync $ZK to Listing Roadmap
Source: https://x.com/coinbaseassets/status/1832085771370570021?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Roaring Kitty Has Posted Back on 𝕏 After not Tweeting for 2 months
Source: https://x.com/TheRoaringKitty/status/1832086356849250635
PREDA: A Survey of Parallel EVM
A survey on parallel execution blockchain systems, including Aptos, Sui, Sei (V2), and PREDA.
> It showcases first-hand experimental results on performance, scalability, and provides an in-depth comparison of 3 parallelism methods: OCC, PCC, and asynchronous parallelization.
Source: devteam_48518/a-survey-of-parallel-evm-9aed9d50aee0" rel="nofollow">https://medium.com/@devteam_48518/a-survey-of-parallel-evm-9aed9d50aee0
Binance Loans Introduces Fixed Rate Loans
A fixed-term loan with a custom APR fixed for users entire order period
Source: https://www.binance.com/en/support/announcement/binance-loans-introduces-fixed-rate-loans-cd3b2bdc6e8f4b0fa74d8dc73d83e2ea
Coinbase Has Added Moonwell $WELL to Listing Roadmap
Source: https://x.com/coinbaseassets/status/1831804393965973833?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MarioVGG: A Text-to-Video Diffusion Model for Controllable Video Generation On the Super Mario Bros Game
Give it a command (run, jump) and it generates the next frame, simulating the games physics & continuing forever.
https://virtual-protocol.github.io/mario-videogamegen/static/pdfs/VideoGameGen.pdf
Source: https://x.com/emollick/status/1831494821426680269
Theoriq and Phala Network Partner to Advance Secure and Resilient AI Agents in Web3
Theoriq is the first decentralized protocol for governing and building multi-agent systems by integrating AI with blockchain technology
> Phala is upgrading decentralized compute with hybrid TEE and blockchain capabilities. These services will empower Theoriq’s AI agents.
Source: https://mirror.xyz/0xbCAa90C8bA95b3ba6C8Aa6900a92FE70b97E5eF7/BJW-1duSJZ6eYaIpuCS7hnE3gOqo66KcpWbxouZqPSQ
Rumpel: Turning Points into Profit
Rumpel - the premier point tokenization protocol that allows you transform your points into profit
> Launching in mid-Sept
> Backed by Dragonfly & Variant, with experience from MakerDAO & Aave.
Source: https://x.com/rumpellabs/status/1828090955209310238?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Decentralised Co: Bootstrapping Networks
This piece explores how networks are built and looks into sets of tools founders can tap on to bootstrap new networks, even against large competitors. It covers:
> The cold start problem
> Token incentive flywheels
> What is zkTLS, zkTLS tools, and how founders can tap onto them to build new networks
Source: https://www.decentralised.co/p/bootstrapping-networks
QwQiao: Advice to Crypto Builders
> The old playbook of building vaporware then getting exit liquidity on cexes doesn’t work anymore.
> “The new playbook is - and it’s absurd to have to say this - build something ppl want”
Source: https://x.com/QwQiao/status/1831462853565415476
Live Streaming Will Be a Major Driver of Crypto Adoption
> The Gen Zs exclusively use streaming platforms like Twitch, YouTube, Kick, TikTok, and Instagram.
> Platforms like The Live Bet are targeting top streamers and their highly engaged audiences.
> “The Live Bet” support platforms like Kick, X, YouTube, Twitch, and others.
> This offers a more engaging experience compared to trad prediction markets.
> Anyone can post a stream, create a market on anything and have it resolved
Source: https://x.com/lmrankhan/status/1831409108211397098?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Mark Odayan: An Opinionated Ethereum Protocol Roadmap (Over Current Horizon)
Highlighting:
> Major upgrades that are going to be involved
> Where they potentially sit in the logical ordering of the roadmap, priority-levels, difficulties, & more
Source: https://x.com/markodayan/status/1831348173413212548
September 6th~ Rollup
🐚 Research and Ideation 💡
- PREDA: A Survey of Parallel EVM
- Pink Brains: Bitcoin (Re)Staking Landscape
- Roaring Kitty Posted Back on 𝕏 After not Tweeting for 2 months
- Uniswap: What Drives Crypto Asset Prices?
- TheiaResearch: Euler - A Milestone for Onchain Financial Markets
- Arhat: Chain Abstraction Paradigm: Is Particle Network Blockchain’s Missing Link?
- Turtle Tree Crypto: Exclusive with Delphi Digital’s Anil Lulla
- Zach Rynes: Ethereum’s Identity Crisis
🐚 Project Updates 🔔
- Coinbase Adds ZKsync $ZK to Listing Roadmap
Turtle Tree Crypto: Exclusive with Delphi Digital’s Anil Lulla
Anil shares his journey and insights on crypto, AI, market cycles, and top projects to watch
Source: https://www.youtube.com/watch?v=5jIoQrkcmJg
TheiaResearch: Euler - A Milestone for Onchain Financial Markets
Onchain lending grew up with monolithic lending and has been too timid to explore the possibilities of modular lending.
> Euler V2 is breaking the chains of monolithic lending bringing modular lending onchain.👇
Source: https://x.com/TheiaResearch/status/1832002457234292976
Uniswap: What Drives Crypto Asset Prices?
In collaboration with Circle and the Copenhagen Business School. They explore what drives crypto asset prices, examining the impact of:
> Monetary policy
> Broad market risk premium
> Crypto-specific demand
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4910537
Source: https://x.com/uniswap/status/1831668240218575161?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bitcoin (Re)Staking Landscape
Source: https://x.com/pinkbrains_io/status/1832010992756428960?s=46&t=2q9OLMlaobNlHLewOXT4uA
September 5th~ Rollup
🐚 Research and Ideation 💡
- Decentralised Co: Bootstrapping Networks
- Bedlam Research: Order Book-Based Lending
- 0xLawl: Gen Z’s American Dream - 5 Leg Parlay Your Way to Basic Physiological Needs
- Areta x Tally: Metagovernance of Governance LSTs within DAOs
- Ethan Mollick: MarioVGG - A Text-to-Video Diffusion Model On the Super Mario Bros Game
- Robbie Petersen: M^0: Rearchitecting The Stablecoin Stack
- Dune: For Key Blockchain Metrics and Insights
🐚 Project Updates 🔔
- Rumpel: Turning Points into Profit
- Theoriq x Phala Network Partner to Advance Secure and Resilient AI Agents in Web3
- Coinbase Has Added Moonwell $WELL to Listing Roadmap
- Binance Loans Introduces Fixed Rate Loans
Key Blockchain Metrics and Insights on Dune
Source: dune.com/discover/blockchains/trending
Robbie Petersen: M^0 - Rearchitecting The Stablecoin Stack
M^0 flips the existing stablecoin stack by allowing apps to monetize their distribution over stablecoins
> M^0’s design is believed to be one of the best contenders for challenging the Tether monopoly & fostering more decentralized stablecoin ecosystem
Source: https://x.com/robbiepetersen_/status/1831726764994752804?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Areta x Tally: Metagovernance of Governance LSTs within DAOs
Exploring how DAOs can increase governance participation by designing strategies for redistributing idle voting power to active delegates using The Tally Protocol.
x.com/areta_io/status/1831688235614900229
Source: https://tally.mirror.xyz/cVLWIIUNCkiyP3LLZhpmsVHLxV3Q92n_psnfEVAGA90
0xLawl: Gen Z’s American Dream - 5 Leg Parlay Your Way to Basic Physiological Needs
What did they do to us?
> Gen Z's American Dream now revolves around high-risk betting, fueled by rising costs, stagnant wages, and pervasive sportsbook ads👇
Source: https://x.com/0xlawl/status/1831695567983919443?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bedlam Research: Order Book-Based Lending
This piece presented a design for lending markets that uses an order book to match lenders with borrowers and allows for pool-based extensions to enable passive lenders to participate.
Source: https://www.bedlamresear.ch/posts/ob-lending/
September 4th~ Rollup
🐚 Research and Ideation 💡
- Kyle Samani: Thought Experiment on Centralization & Forking and BTC Purity
- 0xLouisT: Analysis of the Penpie ~$27 million Exploit
- Jito: Understanding Vault Receipt Tokens (VRTs)
- Token Terminal: DeFi Active Loans Now at $13.3 Billion
- Mark Odayan: An Opinionated Ethereum Protocol Roadmap (Over Current Horizon)
- Imran Khan: Live Streaming Will Be a Major Driver of Crypto Adoption
- QwQiao: Advice to Crypto Builders
🐚 News 📕
- Bloomberg Terminal Has Integrated Polymarket
🐚 Project Updates 🔔
- Kamino Lend V2: Reshaping Lending on Solana
- Renegade: The First On-Chain Dark Pool, is Live on Arbitrum
- Euler v2 is Live
- Royco: The Incentivized Action Market (IAM) Protocol
- Grass Airdrop Checker is Live!
- InfinityVM: Enshrining Offchain Compute
InfinityVM: Enshrining Offchain Compute
While onchain VMs continue to improve, they remain fundamentally limited in performance and expressivity. InfinityVM introduces a paradigm shift in achieving scalable decentralized compute by leveraging verifiable offchain execution.
Source: https://x.com/infinity_vm/status/1831437802841751821?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Grass Airdrop Checker is Live!
> Check eligibility: grassfoundation.io/eligibility
⚠️ Double check links ⚠️
Source: https://x.com/getgrass_io/status/1831380995058073649
Royco: The Incentivized Action Market (IAM) Protocol
Royco Protocol allows anyone to create a market around any onchain transaction (or series of transactions).
Source: https://x.com/roycoprotocol/status/1831074026011451844