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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
512M Research: A Deep Dive into Defi.Money
$MONEY is a USD-pegged stablecoin built on Optimism and arbitrum, based on Curve Finance crvUSD architecture.
> This piece analyzed this new stablecoin protocol and everything to know about $MONEY
Source: https://x.com/512M_AG/status/1833158907889582331
Friendtech Creators Walked Away with $44m as the Protocol Shut Down
Source: https://x.com/solidintel_x/status/1833129105228775715
Ahboyash: How Project Founders Should Approach the Korean Market
> Map out the local ecosystem and landscape
> Work with a local advisory firm
> Plan a localised marketing campaign
> Understand Korean retails
> Don’t take advantage of Korean trading volume just because it is high👇
Source: https://x.com/ahboyash/status/1833132888436691356?s=46&t=2q9OLMlaobNlHLewOXT4uA
Risc Zero: Designing High-Performance zkVMs
This article contextualizes what’s happening in the zkVM design space, a deep-dive into proof system design for zkVMs covering:
> A high-level overview of the proof system that underlies RISC Zero’s zkVM
> Their horizon for improving zkVM performance.
> A look at each layer of the proof system….
Source: https://risczero.com/blog/designing-high-performance-zkVMs
ArXiv: Building Scalable Decentralized Payment Systems (July 27, 2020)
This paper introduce a blockchain scaling solution that is both secure and decentralized in practice, and allows for greater transaction throughput than conventional blockchain systems deployed today.
https://arxiv.org/abs/1904.06441
Source: https://x.com/badcryptobitch/status/1832057683970760734
Helius: Is Solana’s Inflation Too High?
This article explored Solana’s inflation schedule and issuance from past, present, and future perspectives. It addresses the ongoing FUD and misinformation around Solana’s inflation schedule
Source: https://www.helius.dev/blog/solana-issuance-inflation-schedule
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
Particle Network’s Universal Accounts Going Live
a public waitlist for Universal Accounts is now live
UA simplifies Web3 by unifying fragmented chains into a single, user-friendly experience
Source: https://x.com/ParticleNtwrk/status/1833145500041625834
Ethereum L1 Protocol Revenue From Layer 2s is Almost Zero Since the Dencun Upgrade
Source: https://x.com/glxyresearch/status/1832461143354306811/
September 7th~ Rollup
🐚 Research and Ideation 💡
- Kapursanat: ZK Mechanisms will Replace Cryptoeconomic Mechanisms
- Yash Agarwal: Ethereum VCs Have EBOLA for Infra
- Helius: Is Solana’s Inflation Too High?
- Artemis: How Many Stablecoin Dollars ACTUALLY Exist?
- ArXiv: Building Scalable Decentralized Payment Systems (July 27, 2020)
- 0xCrayon: Decentralized AI isn't Commercially Viable Without Privacy
- Risc Zero: Designing High-Performance zkVMs
0xCrayon: Decentralized AI isn't Commercially Viable Without Privacy
"If we want decentralized AI to actually make it in the real world then privacy needs to be more than a feature—it has to be at the foundation. Without it, companies won’t share their data, users won’t trust the system, and regulation will prevent any adoption to protect user data."
Source: https://x.com/nillionnetwork/status/1832483145314189607
Artemis: How Many Stablecoin Dollars ACTUALLY Exist?
A deep dive into accurately calculating stablecoin metrics at Artemis, highlighting nuances like:
> Bridged vs. Pre-minted vs Circulating supply
> ERC and Non-ERC Token Supply of DAI
> Genesis Stablecoin Supply
> Celo’s Unique Stablecoin Features
Source: https://research.artemis.xyz/p/how-many-stablecoin-dollars-exist
Agarwal: Ethereum VCs Have EBOLA for Infra
EBOLA (EVM Bags Over Logic Affliction) is a disease affecting Ethereum VCs — a structural problem, particularly for big ‘Tier-1’ VCs.
Tldr;
> Stop listening to VCs for forced Infra Narrative.
> Time for Liquid Funds to Thrive.
> Build for Consumers. Embrace Speculation
> Solana is the best place to experiment due to low startup costs.
Source: https://yashhsm.medium.com/ethereum-vcs-have-ebola-for-infra-a6bacc0cd14c
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