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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
🚨 Ethena Domain Compromised
protocol is unaffected and funds are Safu
Source: https://x.com/ethena_labs/status/1836450334329155787?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
Intent Market Dashboard
Source: https://intent.markets/
September 17th~ Rollup
🐚 Research and Ideation 💡
- ArXiv: TierDrop: Harnessing Airdrop Farmers for User Growth (July, 2024)
- Muhammad Yusuf: Transaction Ordering Policies & Value Accrual in L2s
- Kaito AI: Interview with Dan Park (Hashed)
- QuillShield Report for World Liberty Finance's Presale Contract
- INIT4: (Re)Based Rollups - Extending Ethereum Fork-Choice Rules
- CoinMetrics: The Crypto Universe Through the Lens of Datonomy™
- Gauntlet: Morpho Vaults Risk Dashboard
- Norswap’s Cross-Chain Interoperability Report
- Coinbase Developer Platform Launches a One-Stop-Shop for All their Demo Apps
- Movement Blog: All You Need is DAG* (for Sequencing)
🐚 Project Updates 🔔
- WalletConnect Introduces the WCT Token
- LayerZero Introduces lzCatalyst
- Phantom Introduces Usernames
- Wintermute developing new permissionless prediction market onchain –“OutcomeMarket”
- Circle integrates USDC with national payment systems of Brazil, Mexico
- Coinbase Adds CoW Protocol ($COW) to Roadmap
- Aerodrome Sees Surge in Liquidity, Currently ~$730M
- Prism: A Verifiable Authentication Standard for Private Messaging and Beyond
🐚 Raises 💰
- MagicBlock Raises $3M in Pre-Seed Funding
Coinbase Developer Platform Launches a One-Stop-Shop for All their Demo Apps
These include: CDP SDK and other CDP Tools
> The CDP SDK allows you to create wallets and send funds onchain within minutes
Source: https://x.com/coinbasedev/status/1836117504122630308?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Morpho Vaults Risk Dashboard
Source: https://app.gauntlet.xyz/protocols/metamorpho
INIT4: (Re)Based Rollups - Extending Ethereum Fork-Choice Rules
This article examine what it means for a rollup to "fork", and how rollups can reorg without their DA layer. Rollups can use this for enshrined app logic.
> Also discussed host-watching rollups, where some rollup reorgs are NOT triggered by host reorgs
Source: https://blog.init4.technology/p/rebased-rollups
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
Benjamin Funk: Bridging Bitcoin
This piece delve into the evolving Bitcoin tech stack, from tokens to scaling solutions, and the promising paths these innovations could take us on
Source: archetype/bridging-bitcoin" rel="nofollow">https://paragraph.xyz/@archetype/bridging-bitcoin
TMR.NEWS: Natural Language Prediction Market
a daily prediction market for tomorrow’s New York Times headline
> Predictions are judged onchain by OpenAI
Source: https://x.com/0xsmallbrain/status/1836061860195668013?s=46&t=ywALktyM5ZCyt-zigN5Big
Movement Blog: All You Need is DAG* (for Sequencing)
DAG-based BFT consensus protocols leverage innovations such as data dissemination separation, uncertified blocks, leader reputation mechanisms, and pipelining to enhance performance
> Mysticeti and Shoal++, two specimen of DAG BFTs, demonstrate unparalleled throughput and latency improvements, even compared to state-of-the art chain-based BFT protocols like Hotstuff.
Source: https://blog.movementlabs.xyz/article/dag-sequencing-decentralized-sequencer-blockchain
Norswap’s Cross-Chain Interoperability Report
This report aims to provide an overview of the current state of cross-chain interoperability solutions and their applicability to the Optimism Superchain in particular, as well as making recommendations regarding the path forward.
Source: https://github.com/0xFableOrg/xchain
CoinMetrics: The Crypto Universe Through the Lens of Datonomy™
An update on crypto-asset valuations, sector performance and volumes leveraging datonomy™, a classification system for the digital asset ecosystem.
Source: https://coinmetrics.substack.com/p/state-of-the-network-issue-277
QuillShield Report for World Liberty Finance's Presale Contract
key vulnerabilities detected
Source: https://x.com/quillai_network/status/1836111731829141769?s=46
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