-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Syndica | Deep Dive: Solana DePIN - August 2024
Discussing the major metrics driving DePIN growth with developments & updates from projects across:
> AI, Compute, & Data: Nosana, ionet, kuzco, Grass
> Wireless: Helium
> Mapping: Hivemapper
Source: https://x.com/Syndica_io/status/1840848379729100922
Marc Zeller Confirms World Liberty Financial will Operate an Aave Instance
“They have their own frontend and governance but it’s on the Aave stack with revenue share to the Aave DAO.”
Source: https://x.com/lemiscate/status/1840873636179128337
Omer | Chaos Labs: AI-Driven Chaos and the Rise of Oracles: The Future of Trust
As AI-generated fakes flood the digital world, trust becomes the most valuable asset. Oracles form the foundation of a digital world built on authenticity.
> From blockchains to web apps, platforms will depend on Oracles to filter & authenticate data👇
Source: https://x.com/omeragoldberg/status/1840757491639943292?s=52&t=txFAbiSPTdLLDlAYj9X_AA
How To Build A $135M Crypto Empire From Scratch
With: Jason Yanowitz - co-founder Blockworks, covering:
> The biggest mistakes Jason made in business
> How to break into crypto without a background in finance
> Building a media company in the digital asset space, from scratch
> Raising $12 million and staying authentic
> How to value a Crypto podcast, a crypto conference and a crypto data business
> The importance of brand awareness vs. customer acquisition, and more
Source: https://www.youtube.com/watch?v=-6e3KCaOyYc
rm: The Attention Market Is Broken
“The attention economy shows us that markets, especially in today’s digital world, are incomplete, unpredictable, and built to benefit the powerful at the expense of the many.”
> How long are we going to hold onto this illusion?
Source: https://mirror.xyz/0x51665825742d7BDdDe2c24e4E48dF23662c24Ed5/ZDq7XmkH_zBXQwFBEZ_2mXBYGnrrg57CxlaqmmKYH1U
Coinbase will Add Support for $EIGEN
Source: https://x.com/CoinbaseAssets/status/1840781506790265058
Samora Kariuki: Stablecoins and Cross-Border Payments
Breaking down cross-border payments and how stablecoins are well placed to solve the current problems with cross-border payments
> This piece explore the status of payments in Africa and where stablecoins fit in
Source: https://frontierfintech.substack.com/p/54-stablecoins-and-cross-border-payments
Nexus: The World's First Fully Onchain Agentic Framework
Nexus is set to change how Crypto AI applications are built & pave the way for a true agentic economy
Source: https://x.com/TalusNetwork/status/1840711078893777079
0xkrishb: What Should you Build on Hyperliquid?
The post highlights Hyperliquid’s dual execution environments: the Rust VM (for Perps, Spot, and Vaults) & the upcoming HyperEVM
> It emphasizes the existing liquidity & community, particularly focusing on: Liquid Staking, Perps Traders & MMs, HLP Holders, and Spot traders
Source: https://x.com/0xkrishb/status/1839441024919417077?s=46
Modular Capital: Clearing the Path to Chain Abstraction
A dive into Clearing & Settlement and how Everclear is streamlining liquidity rebalancing across the modular ecosystem.
Source: https://x.com/modularmedia_/status/1839714319984189902
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
0xFunk: Onchain Credit Markets w/Sentiment
Sentiment is revolutionizing on-chain credit markets with its V2 protocol, enabling borrowers to access up to 20x their collateral and lenders to earn higher interest payments.👇
Source: https://x.com/0xfunk/status/1840727333290033612?s=46&t=ywALktyM5ZCyt-zigN5Big
ZachXBT: How UK Scammer Stole $650K+ From 250+ X Users in the Past Year
The scammer was posting fake PNL screenshots from a Bybit demo account and running a news account to funnel unsuspecting victims into paid services before blocking them upon receiving payment👇
Source: https://x.com/zachxbt/status/1840749550304125401?s=52&t=txFAbiSPTdLLDlAYj9X_AA
A Breakdown of Jason Yanowitz Insights from the Blockworks Podcast
> The Power of Niche Communities
> Bootstrapping & Building Without Venture Capital
> Content and Design
> The Role of Conferences in Scaling Blockworks
> Hardships of Building
> Lessons for Aspiring Entrepreneurs, and more
Source: https://x.com/gaspardlezin/status/1840751580422832538?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Jay | Four Pillars: Key Players of Interest to Research within the Solana Ecosystem
This piece outlines research initiatives focusing on various projects across:
> Infrastructure & Development Tools
> Finance & Consumer Applications
> DePIN & AI
Source: https://x.com/JayLovesPotato/status/1840725715685404829
Magic Eden Foundation To Launch Test Token Soon in October Inside Magic Eden Wallet
“It’s going to simulate the process for the $ME claim. This test token will have no utility or value
Source: https://x.com/MeFndn/status/1840770651784679682?t=EZ5k6MeEAnFyilwjb0vAtA&s=19
Binance Founder CZ Says He’s Interested in Investing, Following His Prison Sentence
After been released from his four-month sentence on Friday, he posted on X:
“Will continue to invest in blockchain/decentralized technologies, AI, and biotech. I am a long term investor who care about impact, not returns”
Source: https://x.com/cz_binance/status/1840265403882152232?s=52&t=txFAbiSPTdLLDlAYj9X_AA
🚨Dune Data Sources Used Incomplete, Leading to An Incorrect Float Estimate
multiple researchers has confirmed this including Eigen team
*Advisable to wait for official numbers from Eigen team directly
Source: https://x.com/Ian_Unsworth/status/1840753494560587859
September 29th~ Rollup
🐚 Research and Ideation 💡
- Asva Capital: Web3 AI Ecosystem Mapping
- 183Aaros: Aetheradamas - An Onchain Cultural Gamification Prototype
- Pavel Paramonov: Devcon Bangkok Guide
- IntoTheBlock: 1% of Bitcoin’s Supply is Now Locked in DeFi
- Modular Capital: Clearing the Path to Chain Abstraction
- Kairos Research: On $EIGEN - Supply Dynamics, Market Impact, and Future Outlook
- Alex Gedevani: Social Media is the New Sports
🐚 Project Updates 🔔
- Binance Pool Launches Bellscoin (BEL) Merged Mining
Alex Gedevani: Social Media is the New Sports
comparing sports to social media:
> playing sports = producing content
> athletes = creators
> plays = content
> scores = attention
> This post explains why metagames built around social media are a big opportunity
Source: capsules/social-media-is-the-new-sports" rel="nofollow">https://paragraph.xyz/@capsules/social-media-is-the-new-sports
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