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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
Joshua Baker: Arbitrum I Love You, But You’re Bringing Me Down
Recently Arbitrum’s DAO passed a vote to determine a feature of the new and upcoming sequencing replacement, named: Timeboost™️
> This post talk about Timeboost and major issues that can happen when it reaches mainnet.
Source: https://mirror.xyz/joshbaker.eth/5yS3x-kkZE8QVFlwJtovoXGpDt8jVBE8GDW9oXxOLmk
Definitive Points Program (EDGE.EXE) Now LIVE
Earn points, win USDC, and be eligible for [REDACTED] by trading on Solana & major EVM
> Definitive is an execution platform and API for on-chain trade execution and DeFi yield.
Source: https://x.com/definitivefi/status/1839319524371579331?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Shoal Research: Moonshot Could Single Handedly Pump Altszn With Retail Virality
Ref link: https://moonshot.money?ref=R4Ax04JxwU
Source: https://x.com/based16z/status/1839330311588700371?s=52&t=txFAbiSPTdLLDlAYj9X_AA
$MOODENG Becomes the Largest Memecoin by Market Cap Launched on Pumpdotfun
Source: https://x.com/degeneratenews/status/1839349762417742072?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Over 80% of Active Addresses that Trade on Solana DEXs Have Less than $10 of LIFETIME Volume
Source: https://x.com/smyyguy/status/1838993001961476479
Rhinestone Automations: A Service for Building Onchain Automations with Smart Account
Rhinestone Automations is an offchain service for monitoring events and triggering smart account executions under pre-determined conditions.
Source: https://x.com/rhinestonewtf/status/1839319423141949670?s=52&t=txFAbiSPTdLLDlAYj9X_AA
ReHold CTO, Michael Semin, Replies with Full Disclosure and Next Steps
He claimed the CEO Renat Gafarov withdrew over $700,000 from the protocol’s smart contracts to his wallet without prior agreement from both founders.
Source: bifotofficial/700-000-unauthorized-withdrawal-from-rehold-protocol-full-disclosure-and-next-steps-097119d545cd" rel="nofollow">https://medium.com/@bifotofficial/700-000-unauthorized-withdrawal-from-rehold-protocol-full-disclosure-and-next-steps-097119d545cd
September 25th~ Rollup
🐚 Research and Ideation 💡
- Ole Spjeldnæs: Finance in 2027
- Bluechip: Tether and Circle Face Major Revenue Losses with Each 50 bps Rate Cut
- Spheron Network: Running Kuzco Worker Node on Spheron
- Fluence DAO: DePIN Day Singapore by Fluence & Aethir
- Seed Club’s Newsletter: Weekly Consumer Crypto Roundup
- Stacy Muur: A Deep Dive into Nillion Network
- Blockworks Releases Public Dashboard for Solana
- chandan1_: Notable Differences Between Uniswap and CoWSwap
- Arthur Hayes: Volatility Supercycle
- Seth Bloomberg: Breaking Down Bittensor’s Network Effects
- Sumer Malhotra: Chain Abstraction in a Nutshell
🐚 Project Updates 🔔
- Hyperbolic’s AI Inference Models are Now Integrated into MyShell
- Berachain Reveals Request for Broposal (RFB)
Ethena Plans to Launch New Stablecoin Backed by BlackRock's Tokenized BUIDL Fund
Source: https://www.theblock.co/post/318297/ethena-ustb-stablecoin-blackrock-buidl-securitize
Sumer Malhotra: Chain Abstraction in a Nutshell
Source: https://x.com/sumermalhotra_/status/1839009025918476666?s=46&t=ywALktyM5ZCyt-zigN5Big
Arthur Hayes: Volatility Supercycle
An essay exploring Hayes track record of predictions and why it doesn't matter as long as the elites continue suppressing the volatility of markets using printed money.
> “Global elites are once again suppressing volatility in their country or economic bloc by lowering the price of money and boosting its quantity”.
> This is expected to boost the value of crypto investments
Source: https://cryptohayes.substack.com/p/volatility-supercycle?r=aaog1&utm_campaign=post&utm_medium=web&triedRedirect=true
Blockworks Releases Public Solana Dashboard
Check out for financial, activity, and DEX metrics.
https://solana.blockworksresearch.com/?dashboard=sol-dex
Source: https://x.com/blockworksres/status/1838992333825806632
Seed Club’s Newsletter: Weekly Consumer Crypto Roundup
Doodles integrating crypto payments, Revolut’s stablecoin plans, and a Texas court dismissing ConsenSys's lawsuit against the SEC, and more
Source: seedclubhq/seedclub-network-news-sept-25-2024" rel="nofollow">https://paragraph.xyz/@seedclubhq/seedclub-network-news-sept-25-2024
Berachain Reveals Request for Broposal (RFB)
RFB is designed to resource early teams & give a sneak peek into a novel way for apps to seed mainnet liquidity. The RFB Program consists of:
> Boyco
> Request for Application
> Request for Community
Source: https://x.com/berachain/status/1838976894751957490?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Spheron Network: Running Kuzco Worker Node on Spheron
Kuzco is a distributed GPU cluster built on the Solana blockchain
> This video will walk you through the process of how to deploy a Kuzco worker node on Speron in just a few minutes.
Source: https://www.youtube.com/watch?v=IvNqTNS_L6U
Four Pillars: Solana Mega Report V2 - Like Apple, but Unlike Apple
A detailed insights into Solana's dramatic journey, core tech and standards accelerating adoption from retail to institutions, and the latest trends across its ecosystem.
Source: https://4pillars.io/en/articles/solana-mega-report-like-apple-but-unlike-apple-v2
DePIN's Imperfect Present & Promising Future
An in-depth look at the emerging Decentralized Physical Infrastructure space covering:
> How traditional infrastructure providers serve customers today and why they function that way
> How distributed alternatives could redefine existing markets or create new ones, and more👇
Source: https://www.compound.vc/writing/depin#
19.4M $MOODENG Sold for $1,039 Now Valued at $2.65M!
> If the person had held until now, his profit would be $2.65M—a more than 13,000x return! 🫢
Source: https://x.com/lookonchain/status/1839366441629548848?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Ethena Labs Announces New Stablecoin UStb
UStb will be fully backed by Blackrock BUIDL in partnership with Securitize
Source: https://x.com/ethena_labs/status/1839258925981642834?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Robinhood, Revolut Said To Explore Launching Own Stablecoins: BBG
Source: https://x.com/News_Of_Alpha/status/1839350274260889627
Blockcrunch VIP: Crypto Projects That Actually Make Money - Tether, Helium, GEODNET..more
Web3 holds immense potential, but lasting success requires moving beyond token speculation.
> This piece explore few sectors/ecosystems that are doing pretty well and able to generate a consistent cash flow and actually usage by the users. Sectors with less speculative problem.
Source: https://blockcrunch.substack.com/p/crypto-projects-that-actually-make?r=aaog1&utm_medium=ios&triedRedirect=true
ReHold Compromised by its CTO Attempting a Hostile Takeover
Michael Semin (CTO) is reportedly attempting a hostile takeover of the company by threatening CEO, Renat Gafarov, and his family, while extorting a large sum of money.
> It is claimed that the private keys have been compromised by Michael and that he currently has control over users' funds and the company’s servers.
Source: https://x.com/rehold_io/status/1839070595289329814?s=46&t=2q9OLMlaobNlHLewOXT4uA
Hamster Kombat Token Goes Live for Trading with Airdrop to 131 million User Accounts
Source: https://www.theblock.co/post/318226/hamster-kombat-token-goes-live-for-trading-with-airdrop-to-131-million-wallets
Neil | Aptos: Let’s Talk About Move
This piece explores the journey & evolution of the Move programming language, originally developed by Meta for the Diem project, into its current prominence as the foundation of the Aptos chain.
Source: https://x.com/neilhar_/status/1838921421277290877?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Seth Bloomberg: Breaking Down Bittensor’s Network Effects
The network effects of Bittensor are driven by AI/ML developers familiar with its mining system and deep, liquid TAO markets.
> This post explore how this network effect can break down, if TAO emissions fail to cover operating costs or if AI/ML devs find more lucrative opportunities outside the ecosystem👇
Source: https://x.com/bloomberg_seth/status/1839058152513482935?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Notable Differences Between Uniswap and CoWSwap
Uniswap: - 2.34% CoWSwap: - 0.7%
> Reason being that Uniswap uses AMM pools, while CoWSwap uses intents
> AMMs are good for price discovery, while Intents have better UX & prices for users
Source: https://x.com/chandan1_/status/1838939662834180486?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Stacy Muur: A Deep Dive into Nillion Network
Nillion is a secure computation network that decentralizes trust for high-value data, similar to how blockchains decentralized transactions.
> It addresses the ability to compute on stored data without compromising security
> This piece provide a deep dive into Nillion and why it is a unique infrastructure protocol to watch
Source: https://x.com/stacy_muur/status/1839014897784598741
DePIN Day Singapore by Fluence & Aethir
Source: https://www.youtube.com/live/3PTF2VJTAOY?t=13621s
Hyperbolic’s High-Performance AI Inference Models are Now Integrated into MyShell
Hyperbolic is expanding its ecosystem by integrating its high-performant AI models, Llama 3.1 and Flux, into MyShell, a decentralized AI platform for creators.
Source: https://hyperbolic.xyz/blog/myshell-integrates-hyperbolic-open-source-ai-inference-models?utm_source=x&utm_campaign=myshell
Tether and Circle Face Major Revenue Losses with Each 50 bps Rate Cut
For every rate cut of 50 bps:
> Tether loses $488M while Circle loses $144M in annualized revenue.
Source: https://x.com/bluechip_org/status/1838300130673316133?s=46