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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
Kairos Research: On $EIGEN - Supply Dynamics, Market Impact, and Future Outlook
*Eigen tokens will become transferable on 1st Oct 2024
> EIGEN is launching with an initial circulating supply of approximately 114 million tokens,
> With a current float of 40.43 million due to restaking and slow claims.
> At a pre-market price of $3.84, this results in a $155M market cap,
> While full diluted valuation (FDV) stands at $6.42 billion.👇
Source: https://x.com/Kairos_Res/status/1840632708495487360
Chinese Futures Halted to the Upside, Halted Due to Volatility
Source: https://x.com/unusual_whales/status/1840633476770656472?s=46&t=txFAbiSPTdLLDlAYj9X_AA
1% of Bitcoin’s Supply is Now Locked in DeFi
driven by growing demand for Bitcoin yield and Coinbase’s cbBTC
Source: https://x.com/intotheblock/status/1840315709483614544
Aetheradamas: An Onchain Cultural Gamification Prototype
The prototype aims to bridge the cultural gap across Layer 2 ecosystems by offering curated choices, personality tests & immersive experiences
> A personalized journey that guides users through Layer 2 ecosystems
Source: aaronchainbrain/aetheradamas-an-onchain-cultural-gamification-prototype" rel="nofollow">https://paragraph.xyz/@aaronchainbrain/aetheradamas-an-onchain-cultural-gamification-prototype
September 28th~ Rollup
🐚 Research and Ideation 💡
- Vitalik: Making Ethereum Alignment Legible
September 27th~ Rollup
🐚 Research and Ideation 💡
- gtx360ti: Polychain's $20M Investment in Celestia Yields Over $82M in Staking Rewards
- BaznoCap: Aerodrome - Cleared for Takeoff
- Token Terminal: USDC on Base is Growing Fast
- Chorus One: Deep-Dive - How Monad Revolutionizes EVM Transaction Processing
- Decentralised Co: Actively Validated Services
- ON–275: DEXs - Coverage on Uniswap, PancakeSwap, Raydium, Let's F***ing Joe
- Rekt: Onyx Protocol - Rekt II
- Whetstone Research: Retail vs Arbitrage - Analyzing Trading Flow on Aerodrome's ETH/USDC Pool
- Grayscale Research: Crypto Sectors in Q4 2024
- 0xResearch: Firedancer - The Next Era of Solana Performance
- Arrakis Research: Are Retail LPs Going Extinct? - Exploring the MEV Supply Chain
- 1000x Podcast: Next Stage Of The Crypto Bull Market w/ Chiefingza
- The Rollup: Why The Intent-Centric Future Is Extremely Promising with Anoma
- GwartyGwart on Pushing Economic Abstraction & Rethinking ETH's Long-Term 'Moneyness
- RWA xyz: Tokenized Asset Coalition State of Tokenization 2024
- Yash Agarwal on Moonshot and Moo Deng
- Primitive Ventures: Liquidity Ascends from the East
- Bridged Podcast: New Episode Featuring Ren, Growth Marketer at Eclipse Labs
- Bing Ventures: Intents - A Revolution to the Next Stage of Web3
🐚 Project Updates 🔔
- Coinbase Adds EigenLayer ($EIGEN) to Roadmap
- Stablepulse: A More Transparent Way to Understand Stablecoins
Bridged Podcast: New Episode Featuring Ren, Growth Marketer at Eclipse Labs
Discussing Eclipse's modular architecture, their Mainnet journey, future plans
Source: https://x.com/bridged_podcast/status/1839256800400486462?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Binance will List $EIGEN with Seed Tag Applied
will open trading: 2024-10-01 05:00 (UTC)
Source: https://x.com/binance/status/1840668846312833281
Binance Pool Launches Bellscoin (BEL) Merged Mining
Mine LTC & earn rewards in LTC, DOGE & Bellscoin
Source: https://x.com/WuBlockchain/status/1840567475454578778?s=19
Full Bangkok Guide During Your Time at Devcon
On accommodation & districts, transportation, food, what to know about Thailand, and more
Source: https://x.com/paramonoww/status/1840411515054367072?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Asva Capital: Web3 AI Ecosystem Mapping
Deep dive into some of the verticals of Web3 AI, highlighting the vc money flow into each sector, the projects making traction, future outlook, and more
Source: https://x.com/asvacapital/status/1838465487451099378?s=46&t=fHsO8HZwd_6G4DKJIkvQUQ
Vitalik: Making Ethereum Alignment Legible
The Ethereum ecosystem's challenge is integrating decentralization with cooperation, the challenge of ensuring diverse projects contribute to a unified vision.
> The concept of "Ethereum alignment" has been brought up to solve this problem.
> However, the concept has historically been poorly defined, and this creates risk of social layer capture
> Vitalik argues that the concept of alignment should be made more legible, decomposed into specific properties, which can be represented by specific metrics👇
Source: https://vitalik.eth.limo/general/2024/09/28/alignment.html
Bing Ventures: Intents - A Revolution to the Next Stage of Web3
intents represent the next evolutionary stage of Web3. They simplify user experiences and create an entirely new value capture model
> This article explore this emerging vertical taking dappOS as a case study.
Source: https://bingventures.substack.com/p/intents-a-revolution-to-the-next?r=3htcfl&utm_campaign=post&utm_medium=web&triedRedirect=true
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