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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
EtherFi Announces $eUSD: A Stable LRT in Collaboration with Eigenlayer and Ethena Labs
eUSD gives optionality for AVS to better manage their economic security through market volatility.
Source: https://x.com/ether_fi/status/1838615933935366350
Metaplex Aura: A Decentralized Indexing and Data Availability Network for Solana and the SVM
SVM +MPL+Aura = full stack for decentralized apps
> Aura offers decentralized & performant indexing of digital asset data so apps can easily read state without relying on centralized infrastructure.
Source: https://x.com/metaplex/status/1838245504628699470?s=52&t=txFAbiSPTdLLDlAYj9X_AA
September 23rd~ Rollup
🐚 Research and Ideation 💡
- flb_xyz: Upcoming Airdrops Mega-Thread
- Tom Wan: 15 Key Takeaways from Solana Breakpoint
- Aera: How Aera Vaults Enhances Swell’s swBTC
- 0xkrishb: Why Build on Hyperliquid?
- Sam Altman: The Intelligence Age
🐚 News 📕
- Polymarket Considering Token Launch: The Information
🐚 Project Updates 🔔
- Trader Joe XYZ Rebrands to ‘Let’s F***ing Joe’ (LFJ)
- Coinbase will Add Support for Moonwell (WELL) on the Base Network
- Coinbase will Add Support for CoW Protocol (COW) on the Ethereum Network
🐚 Raises 💰
- Celestia Foundation Raises $100M in New Fundraising
Decentralised Co: Beyond Seed Phrases
Wallets needed to evolve. We needed wallets that could offer seamless onboarding and composability at the same time, thanks to new generation of wallets like Capsule tapping into passkeys
> Passkeys are cryptographic authentication method that erase need to memorize seed phrases
> This piece explains how Passkeys work and suggest a possible future enabled by them.
www.decentralised.co/p/beyond-seed-phrases
Source: https://x.com/Decentralisedco/status/1838504182757888298
0xkrishb: Why Build on Hyperliquid?
For a generalized L1 to succeed, it needs to have: Liquidity, distribution, and wealth creation.
> Hyperliquid checks all three boxes improving its odds of success compared to other L1s. It has the biggest lead among all the chains.
Source: https://x.com/0xkrishb/status/1838288409678459119?s=52&t=txFAbiSPTdLLDlAYj9X_AA
How Aera Vaults Enhances Swell’s swBTC
Aera’s automated, non-custodial vaults offers Swell’s swBTC a more flexible way to:
> Manage restaking allocations across multiple platforms and AVSs/Networks
> Manage restaking rewards & rebalance allocations in response to real-time risk assessment
Source: https://x.com/aerafinance/status/1838295504930709796?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
D8X Leveraged Prediction Markets Are Now Live
Bet on politics, sports & entertainment - with leverage!
Source: https://x.com/d8x_exchange/status/1838574911469822179?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Aave V3 Market Now Includes wBTC, cbBTC, and tBTC
More choice for the Aave users.
Source: https://x.com/stanikulechov/status/1838255987872219162
tradetheflow_: The Great Return of DeFi
This post highlight we are having a similar setup to that of the last DeFi Summer, and the current DeFi metrics suggest that we might be at the beginning of a much bigger uptrend.
> “History never repeats itself, but does rhyme”👇
Source: https://x.com/tradetheflow_/status/1838477764183064860
Sam Altman: The Intelligence Age
“Technology brought us from the Stone Age to the Agricultural Age and then to the Industrial Age. From here, the path to the Intelligence Age is paved with compute, energy, and human will”
> A defining characteristic of the Intelligence Age will be massive prosperity.
> As we have seen with other technologies, there will also be downsides, and we need to start working now to maximize AI’s benefits while minimizing its harms.
Source: https://ia.samaltman.com/
Polymarket Considering Token Launch: The Information
Source: https://x.com/tier10k/status/1838324128912117954?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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