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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
Whetstone Research: Retail vs Arbitrage - Analyzing Trading Flow on Aerodrome's ETH/USDC Pool
This analysis explores the types of traders on Aerodrome's ETH/USDC pool, highlighting the difference between retail and arbitrage flow.
Source: https://x.com/austinadams10/status/1839669813125247161?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Coinbase Adds EigenLayer ($EIGEN) to Roadmap
Source: https://x.com/CoinbaseAssets/status/1839756571452051882
Decentralised Co: Actively Validated Services
To start a new crypto network, teams spend time and resources on bootstrapping and growing a validator set, fretting about security and emissions, tinkering with validator rewards and more
> EigenLayer provides solution by connecting validators with networks looking for their services (Actively Validated Services or AVSs).
> This article discuss the problem EigenLayer is solving with AVSs, and why this might be a crucial unlock in the crypto industry.
Source: https://www.decentralised.co/p/actively-validated-services?r=aaog1&utm_medium=ios&triedRedirect=true
USDC on Base is Growing Fast
> Jan 24: USDT on TRON processed ~200x more volume than USDC on Base.
> Sep 24, that difference is down to ~2x.
Source: https://x.com/tokenterminal/status/1835037163190206901?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Polychain's $20 Million Investment in Celestia Yields Over $82 Million in Staking Rewards
Achieving 4x ROI before even a single token is unlocked 😮
Source: https://x.com/gtx360ti/status/1839553081773560045?s=52&t=txFAbiSPTdLLDlAYj9X_AA
goodalexander: Agentic Protocols
The market is currently pricing that AI will be immensely valuable and disruptive, but that the existing corporate framework will not benefit much.
> This article details how to capitalize on the implication of this pricing. A new economic primitive called an Agentic Protocol, which is an AI driven cryptocurrency with cash flows that accrue to its holders.
Source: https://goodalexander.com/posts/agentic-protocols/
AirShip is Now Live on Mainnet!
easiest, fastest, and cheapest way to mass airdrop tokens. –Powered by ZK Compression.
Source: https://x.com/nick_pennie/status/1839318370451423434?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Li.Fi Research: Comparing Token Frameworks
Comparing the leading token frameworks offered by different interoperability protocols, with the aim of assessing their unique features, strengths, and trade-offs to help teams choose the best solution for issuing natively multi-chain tokens.
Source: https://li.fi/knowledge-hub/comparing-token-frameworks/
Everclear: The Endgame for Optimizing Cross-Chain Liquidity
Chain abstraction has tried to address liquidity fragmentation and complexity in multi-chain environments but hasn't optimized liquidity well
> Everclear introduces the concept of 'clearing' from traditional finance to Web3. Their research shows that 80% of daily cross-chain transaction volume can be netted without moving assets.
Source: https://reports.tiger-research.com/p/everclear-first-clearing-layer-eng?utm_source=substack&utm_medium=email&utm_campaign=email-restack-comment&r=aaog1&triedRedirect=true
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
Onyx Protocol - Rekt II
Onyx Protocol has been exploited again, this time, the damage tally stands at a cool $3.8 million, siphoned off by the same high-profile vulnerability that bit them late last year.👇
Source: https://rekt.news/onyx-protocol-rekt2/
Bybit Lists Movement Network ($MOVE) on Pre-Market
Source: https://announcements.bybit.com/
ON–275: DEXs - Coverage on Uniswap, PancakeSwap, Raydium, Let's F***ing Joe
> Uniswap Rakes in $26.4B in Fees Over Past Year
> Raydium Surpasses $35M in Notional Buybacks since Jan 1
> PancakeSwap's $CAKE Supply Decreases by 7.8M After 1 Year
> LFJ hits $130B Lifetime Volume and Crosses $5M in 2024 Earnings
Source: https://www.ournetwork.xyz/p/on-275-dexs?ref=ournetwork-dev-newsletter
Chorus One: Deep-Dive - How Monad Revolutionizes EVM Transaction Processing
A look at Monad, one of the most promising L1s and how its taking on blockchain’s bottleneck problem with 4 key optimizations:
> Targeting 10,000 TPS
> 1-second finality
> Lower costs & staying fully EVM-compatible.
Source: https://chorus.one/articles/solving-blockchains-transaction-bottleneck-how-monad-revolutionizes-evm-transaction-processing
BaznoCap: Aerodrome - Cleared for Takeoff
Aerodrome is positioned for substantial price appreciation and is recommended as a medium to long-term trade (1 year). It is set to gain from bullish macro narratives regarding:
> DEXs, its own effective, yet misunderstood, tokenomics, and the low-cost, builder friendly environment of the Base blockchain.
Source: https://x.com/baznocap/status/1834808297817280687?s=52&t=txFAbiSPTdLLDlAYj9X_AA
September 26th~ Rollup
🐚 Research and Ideation 💡
- Neil | Aptos: Let’s Talk About Move
- Blockcrunch VIP: Crypto Projects That Actually Make Money
- Dan Smith: Over 80% of Active Addresses Trading Solana DEXs Have <$10 of LIFETIME Vol
- Lookonchain: 19.4M $MOODENG Sold for $1,039 Now Valued at $2.65M!
- Shoal Research: Moonshot Could Single Handedly Pump Altszn With Retail Virality
- Compound VC: DePIN's Imperfect Present & Promising Future
- Four Pillars: Solana Mega Report V2 - Like Apple, but Unlike Apple
- Joshua Baker: On Impacts of Timeboost on Users
- Tiger Research: Everclear - The Endgame for Optimizing Cross-Chain Liquidity
- RuneKek: What’s Next for Sky Launch
- Li.Fi Research: Comparing Token Frameworks
- Spicenet: Understanding Solvers
- goodalexander: Agentic Protocols
🐚 Project Updates 🔔
- Hamster Kombat Token Goes Live
- ReHold Compromised by its CTO Attempting a Hostile Takeover
- ReHold CTO Replies with Full Disclosure and Next Steps
- Rhinestone Automations: A Service for Building Onchain Automations with Smart Account
- Ethena Labs Announces New Stablecoin UStb
- MOODENG Becomes the Largest Memecoin by MC Launched on Pumpdotfun
- Definitive Points Program (EDGE.EXE) Now LIVE
- Renzo Protocol Weekly Update
- AirShip Now Live on Mainnet!
- Skip Protocol Introduces EVM Swaps on Skip:Go!
Skip Protocol Introduces EVM Swaps on Skip:Go!
Swap any asset from EVM chains to Cosmos chains—and back again—in just one click!
Source: https://x.com/SkipProtocol/status/1839298133987307639
Spicenet: Understanding Solvers
This piece explains how solvers offer a different approach to liquidity provision compared to traditional market makers on the Spicenet platform.
> It also highlights key functions of solvers on the Spicenet platform
Source: https://x.com/spicenetio/status/1839303911057830000?s=46&t=ywALktyM5ZCyt-zigN5Big
RuneKek: What’s Next for Sky Launch
An overview of some of the new things that have been approved by or proposed to Sky Governance, in the expected order of launch👇
Source: https://x.com/runekek/status/1839281322533204471?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Renzo Protocol Weekly Update
> $ezUSDC announcement with Jito & Circle
> Eigen Layer S2 claims are open
> Eigen Layer Programmatic incentives
Source: https://x.com/renzoprotocol/status/1838351563447812352?s=52&t=txFAbiSPTdLLDlAYj9X_AA\
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