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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
Chain of Thought: Ultimate Crypto AI Primer
to stay updated with best crypto AI research
Source: https://primer.chainofthought.xyz/Ultimate-Crypto-AI-Primer-ad8d50ef3de0444caaabb13dea85c320
Live Trials of Digital Asset Transactions on Swift to Start in 2025
By next year, banks across North America, Europe, and Asia will embark on live trials of digital assets & currency transactions over the Swift network
Source: https://x.com/swiftcommunity/status/1841764830023192733?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Lawrence | Post-Nietzschism: a Discourse of New-Age Crypto Cults
Religion has shaped humanity for millennia, offering comfort, order & purpose in a chaotic world. It is in this void that new Cults are formed
> Memecoin communes are often proposed to be the cults of our age
> Only time will tell if these cults will offer the same solace as religion, the answer of which, may lie in how we navigate these beliefs for meaning
excelmaxi/crypto-cults" rel="nofollow">https://paragraph.xyz/@excelmaxi/crypto-cults
Source: https://x.com/ExcelMaxi/status/1841066422455452150
New HBO Documentary “Money Electric: The Bitcoin Mystery” Claims to Reveal the Identity of the Creator of Bitcoin Satoshi Nakamoto
The big reveal is set to air next Wednesday at 2 a.m. CET (Tuesday at 9 p.m. EST), Oct. 8, 2024
https://www.hbo.com/movies/money-electric-the-bitcoin-mystery#
Source: https://www.politico.eu/article/mystery-creator-bitcoin-identified-new-hbo-documentary-satoshi-nakamoto-crypto-currency/
Decentralised Co: The WBTC Drama
The future of over $9 billion in Bitcoin hangs in the balance as WBTC, the leading wrapped Bitcoin solution, grapples with a centralisation crisis.
> This article dives into the core of the controversy, examining BitGo’s controversial partnership with BiT Global.
Source: www.decentralised.co/p/the-wbtc-drama
Grayscale Launches Aave Fund
“Grayscale Aave Trust gives investors exposure to a protocol with the potential to revolutionize traditional finance”
Source: https://www.coindesk.com/business/2024/10/03/grayscale-rolls-out-aave-fund/
October 2nd~ Rollup
🐚 Research and Ideation 💡
- Decentralised Co: Modular Markets for Lending
- Anza: An Architectural Overview Of Spherenet
- Four Pillars: New-Gen Layer1 Tokenomocis: Three Pillars for the Token Flywheel
- Ethresearch: On Solo Staking, Local Block Building and Blobs
- Arrakis Finance: Why We Need to Fix DeFi: Addressing the CVMM Problem
- Quinn Thompson: Some Thoughts After Today's Israel/Iran Events
- 0xryzzu: Deep Dive Into MovementLabs
- Stevenshi_: Eigenlayer - the Market for Lemons
- karl_0x: $EIGEN True Float
- GammaSwap: First Order Hedging vs Second Order Hedging: Mitigating LVR/IL via a Hook
- Zama: Encrypted DNA Testing Using Fully Homomorphic Encryption
- Four Pillars: Chain Abstracted Trading Experience and What Lies Ahead
- WhatTheLJW: Reputation in the Age of AI
- Byzantine: DVT and Restaking
- Michael Mignano: Magic Market Fit
- Cyber Fund | Tech Tree: Crypto x AI
- Union Research on Intent Bridging
🐚 Project Updates 🔔
- LayerZero x EigenLayer: The CryptoEconomic DVN Framework
- Kinto introduces Musubi - Chainless Swaps
- Jito x Helius: Node Operator Partnership
- OP Succinct Now On Conduit
Cyber Fund | Tech Tree: Crypto x AI
The article explores advancements in decentralized AI, highlighting:
> Privacy-preserving techniques for RAG systems
> Improved context memory for LLMs
> Prompt lifecycle management
> Synthetic data for reasoning
> Communication-efficient training
> Proof of Inference in ensuring model integrity
Source: https://cyber.fund/content/crypo-ai-tech-tree
OP Succinct Now On Conduit
OP Stack chains on Conduit can now have fast finality and ZK proofs, withdraw to Ethereum in minutes – no more 7-day delay.
Source: https://x.com/conduitxyz/status/1841511037490655367
WhatTheLJW: Reputation in the Age of AI
Reputation is a store of value, but must be built on top of blockchain systems in the age of AI
Source: https://x.com/whattheljw/status/1841509876318544253?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Four Pillars: Chain Abstracted Trading Experience and What Lies Ahead
The ultimate goal of Chain Abstraction is to provide a "one wallet, one asset" experience, enabling interaction with any dapp on any blockchain
> This piece examines two current approaches possible to achieve this in terms of trading, and some advancements and challenges in this "Omnichain Trading Experience."
Source: https://x.com/fourpillarsfp/status/1841437934232473808?s=52&t=txFAbiSPTdLLDlAYj9X_AA
GammaSwap: First Order Hedging vs Second Order Hedging - Mitigating LVR/IL via a Hook
The first LVR/IL hook is leveraging Morpho and GammaSwap to provide reduced risk exposure and stable returns for LPs.
> Why does the hook need both Morpho and GammaSwap to hedge exposure?👇
Source: https://x.com/gammaswaplabs/status/1841501158369579115?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Kinto introduces Musubi - Chainless Swaps
Swap assets across Ethereum with your fingerprint without leaving your Kinto-insured wallet.
> Musubi unties fragmented liquidity and unite Ethereum
Source: https://x.com/ramonrecuero/status/1841472513618190787?s=52&t=txFAbiSPTdLLDlAYj9X_AA
LayerZero x EigenLayer: The CryptoEconomic DVN Framework
LayerZero Labs, in partnership with Eigen Labs, is introducing a framework for CryptoEconomic Decentralized Verifier Networks (DVNs).
> This framework brings cryptoeconomic security to omnichain messaging, ensuring that verifiers are not only technically sound but also financially incentivized to act honestly.
Source: https://medium.com/layerzero-official/layerzero-x-eigenlayer-the-cryptoeconomic-dvn-framework-68af27ca2040
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
Yakitori: Sui Move, for Solidity Developers
This article discussed the separation of code and data in Sui Move. How Sui Move differs from Solidity, particularly in separating logic (modules) and data (objects)
Source: https://yakitori.dev/blog/00-sui-move-for-solidity-devs/
Telegram Confirms it Gave U.S. User Data to the Cops
Telegram finally updated its transparency bot to provide data on law enforcement requests.
Source: https://www.404media.co/telegram-confirms-it-gave-u-s-user-data-to-the-cops/
Caliber: Exploring Fully Homomorphic Encryption
Today's digital world faces the challenge of keeping data safe while still being able to use it
> FHE allows computations to be performed on encrypted data without ever needing to decrypt it, significantly enhancing data security
> This article dive deep into FHE, from theory to real-world applications
Source: https://mirror.xyz/calibervb.eth/PHokST-E6j4G4EV6mYcOH67RnqQRDtMAlU4t7YQelPw
Polymarket Volume (2024)
> Jan: $54 million
> Feb: $42 million
> March: $46 million
> April: $39 million
> May: $63 million
> June: $111 million
> July: $387 million
> Aug: $473 million
> Sept: $534 million
Source: https://x.com/mrink0/status/1841560943240609929?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockworks: Monad - High Performance Culture
As EVM chains continue to struggle with scalability, Monad represents an ambitious attempt to address their underlying scalability challenges
> A new high-performance L1 blockchain that promises an impressive 10,000 TPS and 1-second finality while maintaining full EVM compatibility👇
Source: https://x.com/blockworksres/status/1841829572641489010
Virtual Protocol Presents Project Westworld: The First Playable Autonomous World on Roblox
Project Westworld enable them observe autonomous behaviour leading to emergent storylines.
Source: https://x.com/virtuals_io/status/1840739008479133802?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Union Research on Intent Bridging
> Intents bridging on Union leads to faster transfer times, offering users a near-instant transfer experience.
> Intents bridging enable the transfer of non-native Union assets, also known as foreign assets.
> Builders can leverage Union’s intents bridging to design and implement their own intent-based protocols within the Union network.
Source: https://research.union.build/Intents-Bridging-10c79e5af45d80a3a0f8dde7159138af
Michael Mignano: Magic Market Fit
Unlike PMF which typically requires months or even years of experimentation, Magic Market Fit is met the moment a technical breakthrough is achieved
> Check out why AI and technical breakthroughs are redefining what it means to find PMF👇
Source: https://www.backgroundnoise.blog/p/magic-market-fit
Byzantine: DVT and Restaking
Byzantine Finance Partners with DV Labs to enable users set up their own DV-powered restaking vaults
DVs increase security for restakers, and make restaked capital more reliable for AVSs
Source: https://x.com/Byzantine_fi/status/1839630278928540074
Jito x Helius: Node Operator Partnership
Helius labs will be one of the initial node operators on the Jito (Re)staking protocol.
Source: https://x.com/jito_sol/status/1841527326493847750
Zama: Encrypted DNA Testing Using Fully Homomorphic Encryption
With FHE, DNA testing platforms could analyze genetic on encrypted data, ensuring sensitive information remains safe, even during processing, allowing to get the knowledge without the risks.
> This demo shows how to perform encrypted DNA analysis using FHE and Zama's Concrete ML library
Source: https://x.com/zama_fhe/status/1841457764838563891?s=52&t=txFAbiSPTdLLDlAYj9X_AA
karl_0x: $EIGEN True Float
This report revealed 40% of $EIGEN staked tokens came from just 13 investor addresses, misleading the public about token circulation and float.
> However, all 13 wallets recently started unstaking with the team has addressing the issue, promoting transparency👇
Source: https://x.com/karl_0x/status/1841325496266596791
Stevenshi_: Eigenlayer - the Market for Lemons
> Eigenlayer's thesis is that bootstrapping economic security is expensive
> But in reality the market is willing to throw L1s with any credible differentiation a $1B+ valuation
> So eigenlayer ends up attracting networks that somehow couldn't raise from VCs that are hungry to deploy
Source: https://x.com/stevenshi_/status/1841488307274105190
0xryzzu: Deep Dive Into MovementLabs
Movement is a Move based blockchain network that combines smart contract security and parallelization capabilities with the liquidity and user base of the Ethereum Virtual Machine (EVM).
> A project that raised $42.4M in funding with a community of over 700k👇
Source: https://x.com/0xryzzu/status/1841470440918933940?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