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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
Jupiter Acquires SolanaFM
Source: https://x.com/solanafm/status/1836990210787397789?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
ASXN: Hyperliquid: The Hyperoptimized Order Book L1
Hyperliquid allows users to trade both perpetual futures (up to 50x leverage) and spot markets through its fully onchain order book. This piece covers:
> The spot and perps DEX landscape
> Protocol mechanics
> HyperBFT
> Spot ecosystem & HyperEVM
> Points analysis
> Decentralization & future catalysts
> Thesis, valuation & risks
Source: https://newsletter.asxn.xyz/p/hyperliquid-the-hyperoptimized-order?r=aaog1&utm_medium=ios&triedRedirect=true
Alana Levin: What Credit Card Networks Can Teach Us About Stablecoin Opportunities
We might be heading toward a world where every financial institution will issue their own stablecoin.
> The reality is that each issuer treats a dollar differently due to different reasons, a version we have seen before with credit cards.
> What can the evolution of card networks tell us about where there might be opportunities in stablecoins?👇
Source: https://x.com/alanadlevin/status/1836763805650468963?s=46&t=2q9OLMlaobNlHLewOXT4uA
Solana Mobile Introduces Chapter 2: 'The Solana Seeker’
Lighter, brighter, with a better camera & longer battery at a more accessible price.
Source: https://x.com/solanamobile/status/1836614409613119632?s=52&t=txFAbiSPTdLLDlAYj9X_AA
eOracle: Ushering in the Era of a Truly Decentralized Oracle
Major oracle projects like Chainlink and Pyth are doing well, but still have a way to go toward full decentralization.
> eOracle is an oracle project built on Eigenlayer, aiming to create a marketplace where anyone can provide or consume data directly.
> This post explore how eOracle aims to achieve a truly decentralized oracle👇
Source: https://x.com/100y_eth/status/1836755620588052848?s=46&t=2q9OLMlaobNlHLewOXT4uA
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
🚨BingX Hot Wallet Hacked
Only minor losses so far, and under control
> To protect user funds, Bingx is extending recharge & withdrawal times while reinforcing security
Source: https://x.com/bingxofficial/status/1836951737317609534?s=46&t=2q9OLMlaobNlHLewOXT4uA%27
Judge Dismisses Consensys Lawsuit Against SEC over MetaMask and Ethereum Claims
Source: https://x.com/TheBlock__/status/1836878629071946207
Castle Research: The Evolution of Prediction Markets
Exploring the history of prediction market and a closer look at two of the heavyweights in Polymarket and Azuro reshaping the game👇
Source: https://chronicle.castlecapital.vc/p/evolution-of-prediction-markets
defi_monk | Messari: A Valuation of Aerodrome
With Aerodrome winning base with its MetaDEX model, questions arises on its long term sustainability. This post answers this question and also get to the bottom of $AERO's ve(3,3) design.
Source:https://x.com/defi_monk/status/1836463372302455252?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Banana Exploit: Update On Bot Situation
> Today, some users of Banana Gun experienced unauthorized transfers from their wallets.
> Only a very small number of users (fewer than 10) were affected
> Transfers appear to have been executed manually.
> The issue may stem from a front-end vulnerability.
> Bot has been kept offline while investigation on the root cause continues
Source: https://x.com/bananagunbot/status/1836789190953963606?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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