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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
Valantis: The Hybrid Order Type Automated Market Maker (HOT-AMM)
Valantis combines PMMs and AMMs into HOT, creating the first DEX capable of competing for order flow in the intent-centric age.👇
Source: https://x.com/valantislabs/status/1841129371899515158?s=46&t=txFAbiSPTdLLDlAYj9X_AA
SoorajKSaju: This Cycle, We Are Entering the Era of 3rd Generation Smart Contract Platforms
Gen 3 is where we enter the age of blockchain systems that are designed to support apps that can scale to internet levels.
> Sui has all the qualities that are described as a Gen 3 smart contract platform👇
Source: https://x.com/soorajksaju/status/1841080170238578902?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Coinbase Has Added ionet (IO) and Degen (DEGEN) to Roadmap
Source: https://x.com/CoinbaseAssets/status/1841189113837281603
Variant: A Practical Guide to Geofencing
Geofencing refers to abandoning the U.S. market entirely, which is an extreme and costly measure to ensure compliance with U.S. law.
Best practices for establishing U.S. geofence:
> Block all users located in the United States
> Use infrastructure outside of the United States
> Set up offshore entities for non-U.S. products
Source: https://variant.fund/articles/practical-guide-to-geofencing/
Messari: Understanding Rootstock
A Comprehensive Overview
Rootstock is a Bitcoin sidechain launched in January 2018 designed to bring more expressive programmability to the Bitcoin network without compromising its security👇
Source: https://messari.io/report/understanding-rootstock
September 30th~ Rollup
🐚 Research and Ideation 💡
- Samora Kariuki: Stablecoins and Cross-Border Payments
- rm: The Attention Market Is Broken
- Jay | Four Pillars: Key Players of Interest to Research within the Solana Ecosystem
- When Shift Happens Podcast: How To Build A $135M Crypto Empire From Scratch w/ Jason Yanowitz
- Omer | Chaos Labs: AI-Driven Chaos and the Rise of Oracles: The Future of Trust
- ZachXBT: How UK Scammer Stole $650K+ From 250+ X Users
- Marc Zeller Confirms World Liberty Financial will Operate an Aave Instance
- 0xFunk: Onchain Credit Markets w/Sentiment
- Syndica | Deep Dive: Solana DePIN - August 2024
- Variant: The Legal & Regulatory Affairs Edition
- 0xLouisT: Three Arrowz Capitel, Memecoin Supercycle or Game of Insiders?
- Eigenlayer Forum: The Mechanics of Allocating and Slashing Unique Stake
- 13yearoldvc: EigenLayer = The Universal Staking+Slashing+Rewards Infra for All Networks
🐚 News 📕
- Binance Founder CZ Says He’s Interested in Investing, Following His Prison Sentence
🐚 Project Updates 🔔
- Nexus: The World's First Fully Onchain Agentic Framework
- Coinbase will Add Support for $EIGEN
- MagicEden Foundation To Launch Test Token Inside Magic Eden Wallet
- Hyperliquid Now Supports Builder Codes
Eigenlayer Forum: The Mechanics of Allocating and Slashing Unique Stake
This post explains the mechanics of allocating and slashing Unique Stake for Operators.
Source: https://x.com/buildoneigen/status/1840821916501737870?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Eigenlayer vs Polymarket Prediction
> Eigen says airdrop by september 30
> Yes market near 100%
> Eigen says live 1 minute after september 30
> Yes market near 0%
> Eigen actually launches a few mins early
> Yes resolves back to 100%
Source: https://x.com/blurcrypto/status/1840965257335861502?s=46&t=mkAkPXDMp6Cl1rhdq2T3DA
0xLouisT: Three Arrowz Capitel, Memecoin Supercycle or Game of Insiders?
3AC launched a meme fund with a token, $3AC days ago, Bubblemaps quickly spotted that 80% of the supply sits in a single cluster
> This post dives into its presale, launch, and tokenomics👇
Source: https://x.com/0xlouist/status/1840805052883095674?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Vitalik Supports Hezbollah Betting Markets on Polymarket as Middle East Braces for War
“The point of polymarket is that from the perspective of traders it's a betting site, but from the perspective of viewers it's a news site”
> “It's not about "make money from bad stuff happening"
> “it's about creating an environment where speech has consequences”
Source: https://x.com/vitalikbuterin/status/1840944416997195974?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bitwise Files for XRP ETF
Source: https://x.com/solidintel_x/status/1841192207027478763?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Tiger Research: Asian Web3 Market Trends
Wrap-up for Q3 2024
> Asia's Web3 market is rapidly growing, driven by tech-savvy populations, proactive governments, and enterprise involvement.
> New regulatory frameworks in South Korea, Indonesia, and Thailand are facilitating blockchain innovation👇
Source: https://reports.tiger-research.com/p/asia-web3-news-3q-2024-eng
23andme Data DAO on Vana
23andme - DNA information commercialization company
> Vana aims to revolutionize the user-ownership paradigm around genetic information and help bring value to public science while preserving data sovereignty and individual privacy
Source: https://x.com/dnahelixdao/status/1840242771384512844?s=46&t=ywALktyM5ZCyt-zigN5Big
0xBreadguy: WTF is Data Availability?
Data Availability in blockchains is simply referring to – L2s "showing their work" to the rest of the ecosystem for how they got to the new account balances each batch.
> Just like when your math teacher would exclaim "show your work!" when you turned in homework
Source: https://x.com/0xbreadguy/status/1841107392760857035?s=46&t=2q9OLMlaobNlHLewOXT4uA
13yearoldvc: EigenLayer = The Universal Staking+Slashing+Rewards Infra for All Networks
This post breakdown how Eigenlayer turns Ethereum into a super dynamic & game theoretic marketplace👇
Source: https://x.com/13yearoldvc/status/1840964616995946934?s=46&t=2q9OLMlaobNlHLewOXT4uA
Hyperliquid Now Supports Builder Codes
Allowing anyone to permissionlessly monetize applications on the L1.
> Builder codes are trustless and entirely onchain.
Source: https://x.com/HyperliquidX/status/1840955444191473712?t=cEqjmsi2rOUm-vuh03LNWA&s=19
Eigen Foundation Announces the Unlocking of the EIGEN Token
Opening up new possibilities for open innovation, shared security & participation across the network
> EIGEN can now be traded, transferred, or staked, offering greater flexibility.
Source: https://blog.eigenfoundation.org/unlock-eigen/
Variant: The Legal & Regulatory Affairs Edition
This guide seek to arm crypto companies and their counsel with the information and analysis they need to determine when and how to establish a U.S. geofence for products and services regulated under federal law.
Source: https://blog.variant.fund/newsletter-legal-regulatory-affairs
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