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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
Four Pillars: Rise of Vertical Blockchains
This piece covers the emergence of vertical blockchains, as an alternative form of general-purpose blockchains or app-specific chains.
> Vertical blockchains provides a concentrated venue with similar interest and characteristic, serving both for users and applications.
Source: https://x.com/FourPillarsFP/status/1834166437361189312
Oddestharsh: Splitting out Bottlenecks Behind FHE
A detailed overview of the current challenges and progress in Fully Homomorphic Encryption (FHE). It discusses how FHE enables computations on encrypted data without needing to decrypt it, but faces several bottlenecks👇
Source: https://x.com/oddestharsh/status/1834246569798803838
toptickcrypto: Timeline Cleanse - Decentralized Training
There have been a number of recent articles on how centralized and decentralized entities are looking to get around the increasing limitations, complexity, and power requirements of frontier model training runs.
> This article cover some of the interesting reads
Source: https://x.com/toptickcrypto/status/1834263706269577572
Teng Yan: Nous Research - Artificial Intelligence Made Human
Nous Research is one of the leading decentralized AI research teams. It’s an “AI accelerator company” that wants to advance multiple aspects of decentralized AI simultaneously.
> This piece dives into Nous Research’s work from LLMs to world simulators, Hermes 3, and more
Source: https://www.chainofthought.xyz/p/nous-research
Perp Mindshare Composition for the Top Projects Over the Past 12 Months.
Source: https://x.com/_kaitoai/status/1834207723241525509
Trump Announces the Launch of World Liberty Fi on Sept 16th
Source: https://x.com/realDonaldTrump/status/1834311432982135015
OpenAI Releases a Preview of OpenAI o1
A new series of AI models designed to spend more time thinking before they respond. Solve harder problems than previous models in science, coding, and math.
Source: https://openai.com/index/introducing-openai-o1-preview/
Castle Island VC: Stablecoins - The Emerging Market Story
A survey of 2541 users in key emerging markets where crypto adoption is highest – and access to dollar banking infrastructure is limited: Nigeria, India, Indonesia, Turkey, and Brazil
> The result revealed stablecoins are being used not just for crypto trading, but increasingly feature in the ordinary economic lives of these individuals.
> Nigerians had the highest affinity for stablecoins in every category. 👇
Source: https://x.com/nic__carter/status/1834224298447294523
DeFiMinty: New Crypto Narratives to Keep a Close Eye On
> Uniswap v4: An eye on Bunni
> Incentivized Liquidity Protocols: Royco protocol, Turtle Club
> Prediction Markets: Drift, Azuro, Predictdotfun
> Chain Abstraction: Near protocol, Abstract
> Low Latency Blockchains: Sui, Aptos, Monad
Source: https://x.com/DeFiMinty/status/1834246684726976726
Shoal Research: Bringing Macro Markets Onchain with Ostium
One particular protocol seeking to extend the utilities of onchain perps beyond crypto assets, to be able to trade virtually everything in one’s eToro account onchain is Ostium Protocol.
In this article, we provide a deep dive into:
> History of digitization of financial services
> History of perps
> How all roads lead to Ostium Protocol 👇
https://www.shoal.gg/p/bringing-macro-markets-onchain-with
Source: https://x.com/Shoalresearch/status/1834262502001303944
Coinbase’s Wrapped BTC (cbBTC) is Live
an ERC20 token that is backed 1:1 by Bitcoin (BTC) held by Coinbase.
Source: https://x.com/coinbase/status/1834208544247144949
Binance Launches BNSOL, New Way to Stake SOL
Stake your $SOL, receive BNSOL, and unlock the flexibility to trade or lend.
Source: https://x.com/binance/status/1834157153210233256
Syndica: Solana DeFi - August 2024
> SOL locked in Solana DeFi protocols reached an ATH of 7.6M.
> DEX volume has declined by 31% to settle at $48B.
> The memecoin market is showing signs of exhaustion
> Jupiter’s Perps' volume reached a new ATH of $17.5B, and more👇
Source: https://x.com/Syndica_io/status/1833970697766662346
Exit Liquidity: Breakdown on MegaETH w/ Bing & Namik from MegaETH
A good breakdown of what megaeth is and why you should care.
Source: https://www.youtube.com/watch?v=UuXAl9D9y_4
0xOmnia: Hyperliquid - Don't Miss The Forest For The Trees
“Everything that has happened up until the release of the HyperEVM (slated to be released by EOY) is merely just pure testing”
> Upgrades like HyperEVM (by year-end) and native token deployments, position it for further growth with potential to become a leading on-chain finance platform
Source: https://x.com/0xOmnia/status/1833933230858191040
Distributed Rebellion: A thesis on crypto x AI from Delphi Labs
AI is tracking to be the most powerful & important resource of the 21st century impacting society deeply. Being solely controlled by big tech and the state is a dystopian future we won’t want to see.
> This paper shows how crypto can prevent this monopoly by delivering genuinely better solutions for developers and users.
Solution: https://x.com/delphi_labs/status/1834247706103160939
Swift Launches System to Simplify Tokenized Asset Transactions
SWIFT is upgrading its system to support real-time transfers of tokenized assets, linking blockchains, CBDCs, and fiat currencies for smooth global transactions.
Source: https://www.swift.com/news-events/news/streamlining-global-movement-digital-assets-and-currencies
Whitepaper: OML – Unleashing the Era of AI Entrepreneurship
A new paradigm where models can be Open, Monetizable and Loyal (OML). This new addition to the landscape of deploying AI models opens a new world of possibility for open source AI development and AI entrepreneurship.
https://openagi.discourse.group/t/whitepaper-oml-unleashing-the-era-of-ai-entrepreneurship/1594/1
Source: https://x.com/sentient_agi/status/1834275715476562399
Squid Sinks its Tentacles into Cross Chain Abstraction
Version 2.0 brings users closer to a “Coinbase experience”
> Squid 2.0 introduces a new architecture that abstracts away chains to simplify even complex transaction flows with multiple hops.
Source: https://blockworks.co/news/squid-upgrade-cross-chain-abstraction
0xLouisT: High FDV Coins, The Icarus Myth of This Cycle
Takeaways:
> Avoid launching at a high FDV. Its not a meme
> Raise VC Funds Wisely
> Don’t Launch a Token Prematurely
> Maximize the circulating supply at launch
> Engage with Liquid Funds
Source: https://x.com/0xLouisT/status/1834204382889386149
Average Supply of Stablecoins in Circulation is At An All-Time High
Source: https://x.com/AlanaDLevin/status/1834223200877658183
Onchain insights Powered by Artemis
They highlighted:
> A new "adjusted" transfer volume metric
> Stablecoin vs overall crypto growth
> Dollar dominance of stablecoins
Source: https://x.com/artemis__xyz/status/1834226423898537992
cbBTC Has Reached $100M Market Cap on Day 1
43% of the supply is on Base & 57% on Ethereum
Source: https://x.com/tomwanhh/status/1834332049379049926?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Decentralised Co: Trusted Enclaves - On TEEs and why they're important
“TEEs provide an isolated execution environment separate from the main operating system, which is crucial for maintaining data security in applications handling sensitive information” This article covers:
> What are TEEs
> How they work in the context of blockchains
> Applications that are already using TEEs
> Limitations and factors to consider before implementing TEEs
Source: https://www.decentralised.co/p/trusted-enclaves?r=aaog1&utm_medium=ios&triedRedirect=true
Chaos Labs Introduces Edge: The Next Generation Oracle Protocol
Edge is designed to meet the demands of modern DeFi applications, where milliseconds and price accuracy can mean the difference between a thriving protocol and a devastating exploit.
> Edge is already live and has secured over $30B in transaction volume as Jupiter's primary Oracle👇
Source: https://x.com/chaos_labs/status/1834232236818006439
September 11th~ Rollup
🐚 Research and Ideation 💡
- Stanley He: From Self-Sequencing to Preconfirmation
- Ethresearch: Lookup Argument and its Tweaks
- Dewhales Research: AppLayer Explained - Modular EVM Layer for Cross-chain Applications
- ASXN: Drift May Be Overvalued Compared to Competitors
- Grayscale: Polymarket - Crypto’s Election-Year Breakout App
- 0xOmnia: Hyperliquid - Don't Miss The Forest For The Trees
- Exit Liquidity: Breakdown on MegaETH w/ Bing & Namik from MegaETH
- Eli5DeFi: The Prediction Market Showdown
- Syndica: Solana DeFi - August 2024
- BurstingBagel: Positioning for Uniswap v4: Why Bunni ($LIT) Might Be Your Best Bet
🐚 Project Updates 🔔
- Atlas: The Blockchain for Verifiable Finance
- Polaris: The Token Portal
- Coinbase Teases cbBTC Logo a Month After Initial Reveal
- Coke: First Lend-to-Earn (LTE) Gaming Standard on Solana
- Ora Protocol Introduces f(A.I.)r Launch: A Fairer Way to Distribute Crypto Tokens
- Binance Launches BNSOL
Positioning for Uniswap v4: Why Bunni ($LIT) Might Be Your Best Bet
> $LIT is currently trading at a modest $12.5 million FDV.
> If Bunni V2 is well received, there’s strong potential for the token to appreciate significantly
> The hype around Uni v4 nearing its launch alone could be a major catalyst for price growth.
> If Bunni can capture market share, it has the potential to surpass some of the top competing DEXes
Source: https://x.com/burstingbagel/status/1833893669549850668?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Eli5DeFi: The Prediction Market Showdown
Exploring the crucial elements of PMs:
> What is Prediction Market (PM)?
> How it Works?
> PMs Ecosystem, and more
Source: https://x.com/eli5_defi/status/1833792696835772448
Ora Protocol Introduces f(A.I.)r Launch: A Fairer Way to Distribute Crypto Tokens
f(A.I.)r Launch is a groundbreaking method for launching crypto projects that utilizes AI to ensure fair token distribution.
Source: https://mirror.xyz/orablog.eth/WgccLsheT4dH-QieOOGQrLbUqaHWnfQ3gO8Rksz6m2Q
Grayscale: Polymarket - Crypto’s Election-Year Breakout App
This report explore how Polymarket is attempting to shape the future of prediction markets, leveraging blockchain technology to deliver transparent, data-driven insights during the 2024 U.S. election cycle.
Source: https://www.grayscale.com/research/reports/polymarket