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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
Primitive Ventures: Liquidity Ascends from the East
The piece is about how global liquidity shifts, particularly from China and the West, creating significant investment opportunities, with a focus on both traditional markets and crypto.
Source: https://x.com/primitivecrypto/status/1839683219551322580?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Tokenized Asset Coalition State of Tokenization 2024
latest industry report, covering the state of the market, current narratives, individual coalition member updates, and more.
Source: https://www.rwa.xyz/blog/tokenized-asset-coalition-state-of-tokenization-2024
The Rollup: Why The Intent-Centric Future Is Extremely Promising with Anoma
W/: Adrian Brink - co-founder Anoma, discussing:
> Security guarantees of intent-based systems
> How this play into the chain abstracted future
> He discuss the concept of generalizable intents and explore his vision for the intent-centric future.
Source: https://x.com/therollupco/status/1839478792122945941?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arrakis Research: Are Retail LPs Going Extinct? - Exploring the MEV Supply Chain
As Ethereum’s DeFi ecosystem has become more complex, sophisticated actors have extracted more and more value known as MEV and the problem is getting worse.
> These entities leverage a variety of strategies to profit from retail users.
> Due to the impact of MEV extraction, LPs are facing extinction.
> Arrakis proposes a fix with its upcoming AMM HOT.👇
Source: https://mirror.xyz/0x929fCf268A62e684221f1e39B8b6ddA2f0dA4AeC/_vHKmPZNKumuF15yp4RlCYPVnCzbS7ciIFyjY6wIpzg
Electric Capital Introduce Stablepulse: A More Transparent Way to Understand Stablecoins
Stablepulse aims to address coverage issues to dozens of stables and dozens of chains, normalizes data, and more
Source: https://x.com/avichal/status/1839394344589307970?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Moonshot App Sets Record for Largest Single-Day On-Ramp via MoonPay with Moo Deng Memecoin
a clear sign of how a viral meme combined with a slick ux & simple value prop (buy memes via apple pay) is onboarding normies.
Source: https://x.com/yashhsm/status/1839406547753119915?s=52&t=txFAbiSPTdLLDlAYj9X_AA
New Generation of Smart Wallets: Pushing Economic Abstraction & Rethinking ETH's Long-Term 'Moneyness
tldr: Decent chance people overindexed on value properties of L1 tokens (ETH in this example) instead of technical complexity/ inadvertent moats that came from interop challenges
Source: https://x.com/gwartygwart/status/1839646623971906030?s=46&t=txFAbiSPTdLLDlAYj9X_AA
1000x Podcast: Next Stage Of The Crypto Bull Market w/ Chiefingza
> Where are we in the cycle?
> Market is overweight majors vs alt's
> ETH/BTC
> The crypto/AI + TAO thesis
> Trading the election & much more!
Source: https://www.youtube.com/watch?v=PhiaErON3B8
0xResearch: Firedancer - The Next Era of Solana Performance
The analysts discussed:
> Token2049 & Solana Breakpoint
> Gaming on Solana
> Firedancer's impact, and more
Source: https://www.youtube.com/watch?v=sNEds_HZdHs
Grayscale Research: Crypto Sectors in Q4 2024
Grayscale Research announced its Top 20 list featuring assets believed to have high potential* for Q4 based on upcoming catalysts, trending market themes, and token-specific fundamentals.
www.grayscale.com/research/market-commentary/grayscale-research-insights-crypto-sectors-in-q4-2024
Source: https://x.com/grayscale/status/1839384474473333100?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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\