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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 Coinhall
Coinhall brings its expertise in pro-trading terminals, realtime infra, and crosschain to Jupiter
Source: https://x.com/coinhall_org/status/1836984674586874290?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
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
Maven11: Order Flow in Relation to MEV, and the Rise of Great ASS
Order flow on blockchains refers to transactions involving swaps, liquidations, and MEV extraction, but typically excludes simple transfers. In block-building auctions, order flow becomes valuable
> This post explains Order flow, types of MEV, Order flow monetisation, private flow and more
Source: https://x.com/0xRainandCoffee/status/1836806596330160402
🚨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/