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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
Quinn Thompson: Some Thoughts After Today's Israel/Iran Events
He revealed the escalating Israel-Iran conflict is closely tied to the upcoming U.S. election, with Israel favoring Trump for stronger national security and economic ties, while Iran opposes him due to the economic hardships under his presidency👇
Source: https://x.com/qthomp/status/1841294606538821760?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
Ethresearch: On Solo Staking, Local Block Building and Blobs
This piece aim to provide additional data points to help the community make an informed decision on whether we want to pursue a blob throughput increase in Pectra.
> However, this highlights an important point: solo staking doesn’t necessarily mean local block building.
https://ethresear.ch/t/on-solo-staking-local-block-building-and-blobs/20540
Source: https://x.com/nero_eth/status/1841469278412791998?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Anza: An Architectural Overview Of Spherenet
Spherenet is a private and permissioned SVM shared account ledger for fintech
It aims to bridge the gap btw legacy cross-border payments infrastructure & modern advancements in distributed systems, cryptography, and hardware
> This article explore the architecture of how Spherenet leverages Solana SVM.
Source: https://x.com/anza_xyz/status/1841487008965009553?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 1st~ Rollup
🐚 Research and Ideation 💡
- 0xBreadguy: WTF is Data Availability?
- Messari: Understanding Rootstock
- Variant: A Practical Guide to Geofencing
- Tiger Research: Asian Web3 Market Trends
- SoorajKSaju: This Cycle, We Are Entering the Era of 3rd Generation Smart Contract Platforms
- Vitalik Supports Hezbollah Betting Markets as Middle East Braces for War
- Auditless Research: Uniswap v4 is the Sanctum of Restaking
- Kairos Research: Inside the Financial Transformation of EtherFi, Aave, Maker, & Lido
- Archetype | Hersh Patel: Opacity
- Blockworks | Metaplex Update: Product Expansion & Fully Diluted
🐚 News 📕
- Bitwise Files for XRP ETF
🐚 Project Updates 🔔
- Eigen Foundation Announces the Unlocking of the EIGEN Token
- 23andme Data DAO Launches on Vana
- Coinbase Has Added ionet (IO) and Degen (DEGEN) to Roadmap
- Valantis: The Hybrid Order Type Automated Market Maker (HOT-AMM)
- Open NotebookLM: Turn PDF into a Personalized Podcast
Archetype | Hersh Patel: Opacity
Hersh Patel, Co-founder of Opacity, explained why the web’s current lack of verifiability is such a problem and why zkTLS could be the solution.
Source: https://www.youtube.com/watch?app=desktop&feature=shared&v=C8_Ii_rGl1A
Open NotebookLM: Turn PDF into a Personalized Podcast
Built with:
> MyShell's MeloTTS
> AI at Meta's llama 3.1 405B
> Gradio app
Source: https://x.com/myshell_ai/status/1841143416803266565?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Arrakis Finance | Why We Need to Fix DeFi: Addressing the CVMM Problem
Centralized Vertically-Integrated Market Makers (CVMMs) are operating across the MEV supply chain, monopolizing DeFi and extracting profits that would otherwise go to retail users.
> Arrakis offers a fix with HOT, a MEV-aware DEX that will challenge private market makers and empower LPs.👇
Source: mirror.xyz/0x929fCf268A62e684221f1e39B8b6ddA2f0dA4AeC/IwpSKCJkyGr80h6f9c7yBLG1mvYTpO_Kr9NiD3w-2So
Four Pillars: New-Gen Layer1 Tokenomocis: Three Pillars for the Token Flywheel
As fundamentals gain ground in crypto, tokenomics is a key criterion for assessing L1 fundamentals
> This article examines tokenomics cases from Bitcoin, Ethereum, Arbitrum, Berachain, Initia to Injective, aiming to provide a practical framework for evaluating future L1 projects
Source: https://x.com/FourPillarsFP/status/1841420888228671796
Decentralised Co: Modular Markets for Lending
Exploring Kamino Finance's shift towards modular lending markets, offering customizable loans that cater to users' individual risk preferences, unlike traditional one-size-fits-all DeFi models.
Source: https://x.com/decentralisedco/status/1841467798133813493?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Blockworks | Metaplex Update: Product Expansion & Fully Diluted
Metaplex has evolved from NFT and token tools to a comprehensive suite that now includes Aura.
> Aura is a decentralized indexing and DA network
> Check out more on the Aura network, and MPLX token getting fully diluted👇
Source: https://x.com/blockworksres/status/1841107920840507547
Kairos Research: DeFi’s Breakthrough Moment - Inside the Financial Transformation of EtherFi, Aave, Maker, & Lido
This report explore some of the most influential DeFi protocols from a financial lens, a brief technical overview of each as well as a deep dive into their revenues, expenditures and tokenomics.
Source: https://x.com/kairos_res/status/1841148057372508555?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Auditless Research: Uniswap v4 is the Sanctum of Restaking
The article discusses how Uniswap v4 could play a pivotal role in the future of Ethereum (re-)staking, drawing parallels to Solana’s staking aggregator, Sanctum👇
Source: https://research.auditless.com/p/al-78-uniswap-v4-is-the-sanctum-of
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