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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
Swell Network Introduces swBTC (August)
The first Bitcoin LRT to offer restaking yield from the Ethereum ecosystem
Source: https://x.com/swellnetworkio/status/1823722077364609188
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
Coinbase will Add Support for CoW Protocol (COW) on the Ethereum Network
Source: https://x.com/CoinbaseAssets/status/1838252390618669427
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