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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
Wintermute is Developing a Permissionless Smart Contract for a New US Presidential Election Prediction Market –“OutcomeMarket”
Powered by Chaos Labs’ Edge Proofs Oracle
> Debuting 2 tokens: $TRUMP and $HARRIS
Source: https://x.com/wintermute_t/status/1836049797540880779
LayerZero Introduces lzCatalyst
A program dedicated to connecting the best builders with best venture capital firms in crypto
Source: https://x.com/layerzero_core/status/1836037465884577894?s=46&t=2q9OLMlaobNlHLewOXT4uA
September 16th~ Rollup
🐚 Research and Ideation 💡
- Three Sigma: How ERC-7683 Standard will Impact Cross-Chain Liquidity and User Behavior in DeFi?
- Four Pillars: A to Z About Monad
- Suhail Kakar: Smart Contracts ELI5
- Chainalysis 2024 Global Adoption Index
- Gensyn: GPT@home: Why the Future of Training is Decentralized
- Visa Onchain Analytics Dashboard: Key Insights
- Michael Egorov: Curious Story About DefiLlama
- Belizardd: GM AI Investment: CEO, Hung Dhin, rugged us for $30M
- Decentralised Co: Brief On ZkLTS
🐚 Project Updates 🔔
- Semantic Layer: Redistributing MEV Back to dApps and Users
- Rome’s Private Devnet is Now Live
- Circle Partners with SUI to Bring Native USDC to Sui Network
- EIGEN Season 2 Stakedrop Claims Now Open!
- ShellAgent: Your AI App Canvas, Connecting Ideas to Reality
- Boundless: The Verifiable Compute Layer
- Binance Lists Neiro, Turbo, and Baby Doge
- Microstrategy Announces $700M Convertible Senior Notes Offering, with Option for Additional $105M
- dYdX is Set to Enter the Prediction Market
WalletConnect Set to Airdrop 185 million WCT with Native Token Launch
WalletConnect is launching its native Connect Token on Optimism’s OP Mainnet.
Source: https://www.theblock.co/post/316751/walletconnect-token-launch-airdrop
Decentralised Co: Brief On ZkLTS
Controlling users’ data gives power to internet giants. It allows them to create networks built on personalised experiences that lock users in.
> zkTLS breaks down the walls that trap billions online today. Creating a future that's more open and power is distributed.👇
Source: https://x.com/decentralisedco/status/1835993280460505345?s=46&t=2q9OLMlaobNlHLewOXT4uA
ShellAgent: Your AI App Canvas, Connecting Ideas to Reality
ShellAgent brings AI to the masses with zero-code workflow, letting anyone build cool stuff, even if you're a total newbie.
Source: https://x.com/myshell_ai/status/1835868147821498791?s=46&t=2q9OLMlaobNlHLewOXT4uA
Season 2 EIGEN Stakedrop Claims Are Open!
Source: https://blog.eigenfoundation.org/claims-s2/
Rome’s Private Devnet is Now Live
Rome is opening the pathway to the future of interoperability by using Solana’s consensus to power fast, decentralized, and cost-efficient multi-chain dApp experiences.
Soure: https://x.com/romeprotocol/status/1835736342791344138?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Chainalysis 2024 Global Adoption Index
> India and Nigeria occupy the top two spots this year for a second consecutive year.
> Indonesia surges to 3rd, the US remains at 4th
> South East Asia has the most appearances in the last five years. More insights👇
https://www.chainalysis.com/blog/2024-global-crypto-adoption-index/
Source: https://x.com/nic__carter/status/1835385228111786383?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Semantic Layer: Redistributing MEV Back to dApps and Users
dApps are leaking hundreds of millions of dollars in MEV revenue, and this hurts the users the most.
> Semantic Layer is building a programmable transaction layer to help dApps & users take back control over their transactions
Source: https://x.com/semanticlayer/status/1835770657919176903?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Boundless: The Verifiable Compute Layer
Unlimited execution. Global composability. On-demand scaling. For every developer. On any chain.
> Boundless is scaling every chain with the power of verifiable off-chain compute
Source: https://x.com/risczero/status/1835665979201724639?s=46&t=ywALktyM5ZCyt-zigN5Big
Four Pillars: A to Z About Monad
"The value proposition of Monad is a very simple one. EVM is still not very performant right now, and everyone wants performance, more transactions & cheaper cost per transactions." –CEO of Monad
> The problem with "fast EVM" chains was that while they were faster than Ethereum, they were still somewhat ambiguous. Monad aims to capture this demand through EVM parallel processing. 👇
Source: https://4pillars.io/en/reports/atoz-about-monad
September 15th~ Rollup
🐚 Research and Ideation 💡
- goodalexander: o1 Finance Benchmarking (Sept' 24)
- 1mpal: Why Korean Gamers Resist Blockchain
- Chris Burniske | Placeholder: $TIA Thesis
- Artemis: Stablecoin Marketmap 2024
🐚 Project Updates 🔔
- a16zcrypto Announces CSX Fall 2024 Cohort
Artemis: Stablecoin Marketmap 2024
Source: https://x.com/jonbma/status/1835421402721305065
a16zcrypto Announces CSX Fall 2024 Cohort
Starting this week, 21 startups has been selected to get firsthand lessons from top crypto founders over the next 8 weeks, receive guidance & support from a16z’s investing & operating teams, and build connections with each other and the a16z network.
Source: https://x.com/jasonrosenthal/status/1833180707721453906?s=46&t=ywALktyM5ZCyt-zigN5Big
Phantom Introduces Usernames
> Create a Phantom identity
> Send crypto to other Phantom users with ease
> Sync accounts across devices
Source: https://x.com/phantom/status/1836062324047880657
TierDrop: Harnessing Airdrop Farmers for User Growth (July, 2024)
This paper analysed the effectiveness of airdrops to notice that the lion’s share of what is airdropped gets disposed of quickly.
> It also showed that farmers and their presence can be used as a key ingredient of user growth strategies.
Source: https://arxiv.org/abs/2407.01176
WalletConnect Introduces the WCT Token
Source: https://x.com/walletconnect/status/1835985897923162529?s=52&t=txFAbiSPTdLLDlAYj9X_AA
dYdX is Set to Enter the Prediction Market
Source: https://www.coindesk.com/business/2024/09/17/dydx-to-debut-perpetual-futures-on-prediction-markets-as-dex-seeks-to-raise-profile/
GM AI Investment: CEO, Hung Dhin, Rugged us for $30M
An investigation into three failed projects: DeFi Horse, Orbitau, and Whales Market which had similar promises like high APY and fee distributions to GM AI, but failed to deliver.
> Who is Hung Dhin and his role in this?
> The thread calls for accountability from Dexter and his team.👇
Source: https://x.com/belizardd/status/1835952138494878021?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Michael Egorov: Curious Story About DefiLlama
> Back in 2020, there main source of data about DeFi was DefiPulse.
> At some point, the data it reported on Curve become wildly incorrect.
> One of our team members at the time (Charlie) was outraged by this and said: "I will create a project which competes with DefiPulse and pushes it to irrelevance, just by publishing correct data".
> And he kept his word! DefiLLama was the one, and it is now the main source of correct data for all DeFi
Source: Curious facts from Michael@Curve
Circle Partners with SUI to Bring Native USDC to Sui Network
Source: https://x.com/evanweb3/status/1835915947330453994?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
Gensyn: GPT@home - Why the Future of Training is Decentralized
Can we train a large AI model over the world’s edge devices? This report covers:
> Current State of Frontier Model Training
> History of Distributed Computing, SETI to Folding
> Challenges with Decentralized Training
> Recent Breakthroughs and the Road Ahead
Source: https://www.gensyn.ai/articles/gpt-at-home
Live: WLFI Spaces with Donald Trump
Link: https://x.com/i/spaces/1jMJgBljZaYGL
MicroStrategy to Raise $700M (up to $805M) in Convertible Notes to Refinance $500M Debt and Buy More Bitcoin
Source: https://www.microstrategy.com/press/microstrategy-announces-proposed-private-offering-of-700m-of-convertible-senior-notes_09-16-2024
Suhail Kakar: Smart Contracts ELI5
Source: https://x.com/suhailkakar/status/1835688983856132298?s=46&t=2q9OLMlaobNlHLewOXT4uA
Three Sigma: How ERC-7683 Standard and Intent-Based Protocols Drive Liquidity Growth Across Blockchains
Presented in Q2 by Uniswap Labs & Across, it establishes a unified framework for intent-based systems to define cross-chain actions precisely.
> This standard could fundamentally alter the dynamics of DEXs, with Uniswap standing at the epicenter of this seismic shift👇
https://threesigma.xyz/blog/uniswap
Source: https://x.com/threesigmaxyz/status/1835639219697459711
Binance Will List Neiro (NEIRO), Turbo (TURBO) and Baby Doge Coin (100000BABYDOGE)
🗓️ Today, 10:00 (UTC)
Source: https://x.com/binance/status/1835567065006039255
Chris Burniske | Placeholder: $TIA Thesis
“Still longing $TIA while haters spinelessly pile onto the downside momentum”
> “Pattern matching tells me the ridiculers likely become the ridiculed for being momentum-short here, while longs are handsomely rewarded for their counter-consensus courage”
> “Regardless of what Mr. Market does in the coming months, my conviction in Celestia won't waver”
Source:https://x.com/cburniske/status/1835113974561751489?s=46&t=2q9OLMlaobNlHLewOXT4uA
1mpal: Why Korean Gamers Resist Blockchain
“I don’t think Koreans dislike ‘blockchain games’ themselves, but rather the negative connotations they bring”
This piece explains reasons for the ‘hostility’ and ‘challenges’ of the Korean market, which includes:
> The existence of tokens
> Legal regulation of fungibility
> The age of players
Source: https://x.com/impalementd/status/1834965618795462810?s=46&t=txFAbiSPTdLLDlAYj9X_AA