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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
Celestia Foundation Raises $100M in New Fundraising Led by Bain Capital Crypto
bringing their total raised to $155M.
Source:https://x.com/CelestiaOrg/status/1838277760789418231
Tom Wan: 15 Key Takeaways from Solana Breakpoint
On Tokenization, Payment, Infrastructure, and DeFi
Source: https://x.com/tomwanhh/status/1838169974038282261
Upcoming Airdrops Mega-Thread
Mantle, Karak, Hyperliquid, Scroll, Linea, Farcaster, Symbiotic, and more👇
Source: https://x.com/flb_xyz/status/1837644830236688704?s=46&t=2q9OLMlaobNlHLewOXT4uA
Good Game Podcast: Token2049 Recap | Crypto Product Trends
Imran and Qiao sat down to talk about crypto product trends at Token2049.
Source: https://www.youtube.com/watch?v=6VlnJXYSJkY
Harris Vows to Help Grow AI, Digital Assets as President
"I will encourage innovative technologies like AI and digital assets while protecting our consumers and investors." – Speaking at a fundraiser on Wall St.
Source: https://x.com/jeneps/status/1837941967050686719?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Pump.Science: The Tokenized Prediction Market for Longevity Regimens
DeSci is coming to Solana
a platform that lets anyone submit drug strategies to be tested on the Wormbot (and soon - other experiments), own the intellectual property (IP), and stream the results.
> The goal is to predict which treatments extend human lifespan, swapping financial yield (APY) for "time yield" – Percentage Life Extension (PLE).
Source: https://www.molecule.xyz/blog/pump-science-the-tokenized-prediction-market-for-longevity-regimens
Nosana Mainnet Set to Launch on Jan 14th, 2025
Source: https://x.com/nosana_ai/status/1837031957424664990?s=52&t=txFAbiSPTdLLDlAYj9X_AA
DePIN Project Grass Closes Series A Round Led by Hack VC (Undisclosed Amount)
with participation from Polychain, Delphi, Lattice and Brevan Howard
Source: https://x.com/getgrass_io/status/1837497207798616248
September 20th~ Rollup
🐚 Research and Ideation 💡
- Four Pillars: Complete Guide to Sui
- Zpoken: Solving zkSVM - Proving Solana VM Execution with RiscZero zkVM
🐚 News 📕
- MicroStrategy Acquires 7,420 BTC for ~$458.2M at ~$61,750
🐚 Project Updates 🔔
- deBridge $DBR Token will be Going Live on 17th October
- Semaphore Releases ‘Semaphore V4’
- Coinbase Announces they will be Bringing cbBTC to Solana
- Securitize Partners with Wormhole for Tokenized Asset Interoperability
🐚 Raises 💰
- Drift Protocol Announces $25M Series B Round Led by Multicoin Capital
Solving zkSVM: Proving Solana VM Execution with RiscZero zkVM
Zpoken has successfully proven Solana Virtual Machine (SVM) execution using zkVM. This post is a breakdown of the process👇
Source: https://x.com/zpokenweb3/status/1836752071065792689?s=46&t=2q9OLMlaobNlHLewOXT4uA
Securitize Partners with Wormhole for Tokenized Asset Interoperability
“This partnership with Wormhole will help enable sub-second, sub-penny transactions and move us into an increasingly cross-chain ecosystem.”
Source: https://x.com/securitize/status/1837032255174193367?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Four Pillars: Complete Guide to Sui
This report examine in detail what makes Sui special and why it has experienced a remarkable growth.
Source: https://4pillars.io/en/reports/sui-mega-reportv2
MicroStrategy Acquires 7,420 BTC for ~$458.2M at ~$61,750
Source: https://x.com/saylor/status/1837116692209574119
Frankendancer Now Live on Solana Mainnet, Firedancer Live on Testnet
According to Kevin Bowers, Chief Science Officer at Firedancer
Source: https://x.com/solana/status/1837035324587028567?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Coinbase will Add Support for Moonwell (WELL) on the Base Network
Source: https://x.com/coinbaseassets/status/1838247906584691068?s=46&t=2q9OLMlaobNlHLewOXT4uA
Trader Joe XYZ Rebrands to ‘Let’s F***ing Joe’ (LFJ)
Source: https://x.com/LFJ_gg/status/1838219389214052844
September 22nd~ Rollup
🐚 Research and Ideation 💡
- Breakpoint 2024: Fireside: WTF Is MEV and Why Should We Care?
- Good Game Podcast: Token2049 Recap | Crypto Product Trends
🐚 News 📕
- Kamala Harris Vows to Help Grow AI, Digital Assets as President
Breakpoint 2024: Fireside: WTF Is MEV and Why Should We Care?
W/: Zano Sherwani(Jito), Ben Coverston (Temporal)
what is MEV, is MEV a bad thing, State of MEV on Solana and more
Source: https://www.youtube.com/watch?v=aLXXL3tOvtQ
September 21st~ Rollup
🐚 Research and Ideation 💡
- a16z: Vertical SaaS - Now with AI Inside
🐚 Project Updates 🔔
- BONK Set to Launch an Exchange Traded Product (ETP) in the US
- Sanctum Introduces New PayFi Products: Creator Coins and Cloud Card
- Nosana Mainnet Set to Launch on Jan 14th, 2025
- Pump.Science: The Tokenized Prediction Market for Longevity Regimens
🐚 Raises 💰
- Grass Closes Series A Round Led by Hack VC (Undisclosed Amount)
a16z: Vertical SaaS - Now with AI Inside
How AI is increasing VSaaS revenue per customer by enabling vertical SaaS companies to take on tasks previously too complex for software👇
https://a16z.com/vertical-saas-now-with-ai-inside/
Source: https://x.com/a16z/status/1837206889815282155?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Sanctum Introduces Two New PayFi Products: Creator Coins and Cloud Card
Solana Breakpoint 2024
Source: https://x.com/solana/status/1837417825499337201?s=46&t=2q9OLMlaobNlHLewOXT4uA
BONK Set to Launch an Exchange Traded Product (ETP) in the US
Solana Breakpoint 2024
Source: https://x.com/ale1810sol/status/1837355430525165675?s=52&t=txFAbiSPTdLLDlAYj9X_AA
deBridge $DBR Token will be Going Live on 17th October
launching on Jupiter's LFG Launchpad
Source: https://x.com/deBridgeFdn/status/1837416027271188597
Drift Protocol Announces $25M Series B Round Led by Multicoin Capital
Bringing their total funding up to $52.5M to date
Source: https://x.com/cindyleowtt/status/1837149571732123942?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Coinbase Announces they will be Bringing cbBTC to Solana
Solana Breakpoint 2024
Source: https://x.com/solana/status/1837338949955768613?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Semaphore Releases ‘Semaphore V4’
Semaphore is a zero-knowledge protocol that allows you to cast a message as a provable group member without revealing your identity.
> V4 introduces new features and optimizations that help make building on Semaphore more seamless, cost-effective, and efficient!
Source: https://x.com/semaphoredevs/status/1836427240784920722?s=52&t=txFAbiSPTdLLDlAYj9X_AA
September 19th~ Rollup
🐚 Research and Ideation 💡
- ZachXBT: How Greavys, Wiz, and Box stole $243M from a Single Person Last Month
- defi_monk | Messari: A Valuation of Aerodrome
- Castle Research: The Evolution of Prediction Markets
- Alana Levin: What Credit Card Networks Can Teach Us About Stablecoin Opportunities
- ASXN: Hyperliquid: The Hyperoptimized Order Book L1
- Maven11: Order Flow in Relation to MEV, and the Rise of Great ASS
- kel xyz: Blink And You Might Miss It: SOL's Blinks-Driven Consumer Supercycle
🐚 News 📕
- Judge Dismisses Consensys Lawsuit Against SEC over MetaMask and Ethereum Claims
🐚 Project Updates 🔔
- Banana: Update On Bot Situation
- eOracle: Ushering in the Era of a Truly Decentralized Oracle
- Solana Mobile Introduces Chapter 2: 'The Solana Seeker’
- BingX Hot Wallet Hacked
- Jupiter Acquires SolanaFM
- Jupiter Acquires Coinhall
- Frankendancer Now Live on Solana Mainnet
- Firedancer Live on Testnet
kel xyz: Blink And You Might Miss It: SOL's Blinks-Driven Consumer Supercycle
This article argues that Blinks could be the key to making Solana apps mainstream by seamlessly integrating cryptonative apps into any application interface
> Early success in gaming, consumer experiences, and advertising showcases the potential of Blinks to drive revenue and engagement across various sectors.👇
Source: https://x.com/kelxyz_/status/1836619104406602162?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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