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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
ZachXBT: How Greavys (Malone Iam), Wiz (Veer Chetal), and Box (Jeandiel Serrano) stole $243M from a Single Person Last Month
multiple arrests and millions frozen already
> Check out Zach’s investigation including video recordings, photos, and more👇
Source: https://x.com/zachxbt/status/1836752940029149269
Artela’s Renaissance III is Live - Ready to Earn and Build in ART Home
The journey to true Renaissance is entering its final stage with ART Home as ‘++’ center.
> ART Home puts you at the heart of a community-driven revolution in terms of real contribution, real growth, and real rewards
Source: https://artela.network/blog/renaissance-iii-is-live-ready-to-earn-and-build-in-art-home
Drift Raises $25 million to Expand Solana Exchange and Become ‘Robinhood of Crypto’
Source: https://fortune.com/crypto/2024/09/19/drift-solana-multicoin-crypto-funding-series-b/
Ten Protocol: Ethereum Got it Right
Lot of talk lately about how Ethereum’s decision to build around an L2 roadmap went wrong.
> Looking at how money moves within the banking system, this post explains why Ethereum actually got it entirely right👇
Source: https://x.com/tenprotocol/status/1836329424821571691?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Aleo Mainnet is Officially Live
Aleo uses zero-knowledge technology to help companies and developers build applications that update the ledger without sharing personal data with everyone else on the internet
Source: https://aleo.org/post/announcing-aleo-mainnet/?mtm_campaign=mainnet-announcement&mtm_medium=Email
Borderless Capital Announces $100M DePIN Fund III to Power the Future of Distributed Infrastructure
Source: https://x.com/borderless_cap/status/1836419442890166521?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Fermah: The Universal Proof Generation Layer
Fermah is a marketplace for ZK proof generation. It is optimized for cheap, fast, and reliable proof generation
Source: https://x.com/fermah_xyz/status/1836011097935007867?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Vana Raises $25M in Total Funding to Break the Data Wall with User-Owned AI
$5M strategic round with Coinbase Ventures, $18M Series A with Paradigm & $2M Seed with Polychain
Source: https://x.com/withvana/status/1836265720159834495?s=52&t=txFAbiSPTdLLDlAYj9X_AA
FED LOWERS RATES BY 50BPS TO 4.75-5%
Source: https://x.com/News_Of_Alpha/status/1836465214809870535
🚨 Ethena Domain Compromised
protocol is unaffected and funds are Safu
Source: https://x.com/ethena_labs/status/1836450334329155787?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
Intent Market Dashboard
Source: https://intent.markets/
September 17th~ Rollup
🐚 Research and Ideation 💡
- ArXiv: TierDrop: Harnessing Airdrop Farmers for User Growth (July, 2024)
- Muhammad Yusuf: Transaction Ordering Policies & Value Accrual in L2s
- Kaito AI: Interview with Dan Park (Hashed)
- QuillShield Report for World Liberty Finance's Presale Contract
- INIT4: (Re)Based Rollups - Extending Ethereum Fork-Choice Rules
- CoinMetrics: The Crypto Universe Through the Lens of Datonomy™
- Gauntlet: Morpho Vaults Risk Dashboard
- Norswap’s Cross-Chain Interoperability Report
- Coinbase Developer Platform Launches a One-Stop-Shop for All their Demo Apps
- Movement Blog: All You Need is DAG* (for Sequencing)
🐚 Project Updates 🔔
- WalletConnect Introduces the WCT Token
- LayerZero Introduces lzCatalyst
- Phantom Introduces Usernames
- Wintermute developing new permissionless prediction market onchain –“OutcomeMarket”
- Circle integrates USDC with national payment systems of Brazil, Mexico
- Coinbase Adds CoW Protocol ($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
September 18th~ Rollup
🐚 Research and Ideation 💡
- Intent Market Dashboard
- Benjamin Funk: Bridging Bitcoin
- Chromia’s TOKEN2049 Report
- EigenLayer Research: Intelligent DeFi
- Lookonchain: This is the First Interest Rate Cut by Fed in 4yrs!
- Blackrock: Bitcoin - A Unique Diversifier
- DeepStateValue: $GEOD Outperforming $HNT & $AKT
- Ten Protocol: Ethereum Got it Right
- Symbiotic: Building with Symbiotic - Fast Finality
🐚 News 📕
- FED LOWERS RATES BY 50BPS TO 4.75-5%
🐚 Project Updates 🔔
- TMR.NEWS: Natural Language Prediction Market
- Ethena Domain Compromised
- Fermah: The Universal Proof Generation Layer
- Borderless Capital Announces $100M DePIN Fund III
- Aleo Mainnet is Officially Live
- Automata Network is working with Worldcoin on NVIDIA H100 TEE-Capable GPUs
- Artela’s Renaissance III is Live
🐚 Raises 💰
- Vana Raises $25M in Total Funding
- Helius Raises $21.75M in Latest Funding Round
- Drift Protocol Raises $25 million
Symbiotic: Building with Symbiotic - Fast Finality
Fast finality ensures rapid confirmation of transactions across blockchains, crucial for projects like cross-chain communication.
> Symbiotic provides a modular system that integrates operator stakes and commitments, speeding up finality through trusted validators
Source: https://blog.symbiotic.fi/building-with-symbiotic-fast-finality/
Automata Network is working with Worldcoin on NVIDIA H100 TEE-Capable GPUs
Using TEEs, Automata provides necessary technical assurance around the verifiability and integrity of SMPC workloads that run on NVIDIA H100 GPUs.
Source: https://x.com/automatanetwork/status/1836407604517773374?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Helius Raises $21.75M in Latest Funding Round
Source: https://x.com/0xmert_/status/1836578165977915858?s=52&t=txFAbiSPTdLLDlAYj9X_AA
$GEOD Outperforming $HNT and $AKT with Higher Revenues and Lower FDV
> It has 3m rev 40% greater than $AKT with a FDV x5 lower.
> 3m rev 30% less than $HNT with a FDV x10 lower.
Source: https://x.com/DeepStateValue/status/1828770296117260567
Blackrock: Bitcoin - A Unique Diversifier
BlackRock explains why Bitcoin is a unique portfolio diversifier detached from other assets.
Source: https://www.blackrock.com/us/financial-professionals/literature/whitepaper/bitcoin-a-unique-diversifier.pdf
This is the First Interest Rate Cut by the Federal Reserve in 4yrs!
Source: https://x.com/lookonchain/status/1836491217976377800?s=52&t=txFAbiSPTdLLDlAYj9X_AA
EigenLayer Research: Intelligent DeFi
The intersection of DeFi and AVSs will lead to a new financial revolution. This new paradigm is called Intelligent DeFi because it brings real-time adaptability and personalization to DeFi.
> These 10 use cases showcase its potential👇
Source: https://x.com/eigenlayer/status/1836218948502851972?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Chromia’s TOKEN2049 Report
> $20M Data and AI Fund to invest in those building on Chromia
> Asgard Upgrade and Extensions Project to bring new capabilities to every Chromia dapp
Source: https://blog.chromia.com/token2049-report-ecosystem-fun-asgard-upgrade/
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