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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
Kaito AI: Interview with Dan Park (Hashed)
Dan Park - Research Associate at Hashed
He discussed:
> His role and responsibilities at Hashed
> Using Kaito, favorite feature and aspect
> Due diligence process for potential investments
> Process for using Kaito for deal sourcing
> Emerging narratives/trends in the crypto space
Source: https://x.com/_kaitoai/status/1834179650899026240?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MagicBlock Raises $3M in Pre-Seed Funding to Develop Infrastructure for Fully On-Chain Games and Apps on Solana
MagicBlock reduces latency using novel Ephemeral Rollups with the aim to boost Solana's gaming ecosystem.
Source: https://x.com/magicblock/status/1836095362559586766
Coinbase Has Added CoW Protocol ($COW) to Roadmap
Source: https://x.com/CoinbaseAssets/status/1836146598562111664
Muhammad Yusuf: Transaction Ordering Policies & Value Accrual in L2s: Timeboost, OP PGA, Fastlane, and OEV Network
This post discusses how txn ordering policies help influence value capture and UX, and also compare Arbitrum's FCFS, Timeboost, Optimism's Priority Gas Auctions & Fastlane
Source: https://x.com/yusufxzy/status/1836058644166709488
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
Prism: A Verifiable Authentication Standard for Private Messaging and Beyond
With Celestia underneath, Prism enables users to directly verify their encrypted chats, replacing trusted intermediaries with embedded light nodes
Source: https://x.com/distractedm1nd/status/1836072917760880970?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Aerodrome Sees Surge in Liquidity, Currently ~$730M
Source: https://x.com/tokenterminal/status/1836201574906880113?s=52&t=txFAbiSPTdLLDlAYj9X_AA
USDC Now Available in Brazil and Mexico Through National Payment Systems, with Local Currency
Source:https://www.circle.com/blog/usdc-now-available-in-brazil-and-mexico-through-national-payment-systems-with-local-currency
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