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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
=nil; Foundation | Sharding Fee Models
Exploring the pros and cons of local and global fee markets and why a local fee market makes sense for zkSharding.
Source: https://x.com/nil_foundation/status/1841568909717078029
October 3rd~ Rollup
🐚 Research and Ideation 💡
- Blockworks: Monad - High Performance Culture
- Decentralised Co: The WBTC Drama
- mrink0 | Delphi Digital: Polymarket Volume (2024)
- Caliber: Exploring Fully Homomorphic Encryption
- Lawrence | Post-Nietzschism: a Discourse of New-Age Crypto Cults
- Yakitori: Sui Move, for Solidity Developers
- Chain of Thought: Ultimate Crypto AI Primer
- Binance Research: Industry Observation - Valuation, Centralization, Transparency, and Rebranding
- Jeff Morris on Multiplayer AI Social Apps
- Blockworks | Beyond Secured Value: How TTV Best Reflects Oracle Fundamentals
- Cole Kennelly on Venture-Backed Tokens with Shorter Unlock shedules
- vik0nchain: So long, Solana? The Rise of Blockchain's Parallel Universes
- Tiger Research: The Inevitability of Decentralized Dark Pools
- Connor Keenan: Such Tokens - Much Wow
🐚 News 📕
- Grayscale Launches Aave Fund
- HBO’s New Documentary Claims to Reveal the Identity of Satoshi Nakamoto
- Telegram Confirms it Gave U.S. User Data to the Cops
🐚 Project Updates 🔔
- Virtual Protocol Presents Project Westworld
- Swift: Live Trials of Digital Asset Transactions on Swift to Start in 2025
- Visa Launching Tokenized Asset Platform on Ethereum
- Bungee Protocol — The Endgame
- 23andWE: Latest DataDAO Built on Vana
Tiger Research: The Inevitability of Decentralized Dark Pools
On-chain dark pools offer anonymity for traders while eliminating the need for centralized intermediaries. This addresses several issues present in traditional financial systems.
> Can on-chain dark pools revolutionize financial markets?👇
Source: https://reports.tiger-research.com/p/onchain-darkpool-eng?r=aaog1&utm_campaign=post&utm_medium=email&triedRedirect=true
Venture-Backed Tokens: Shorter Unlocks and Reasonable Valuations for Outperformance
“Venture-backed tokens with shorter investor unlock schedules launched at reasonable valuations should outperform the high FDV + 4 year unlock precedent in the coming months / years.”
Source: https://x.com/colegottweets/status/1842029237680722063?s=46&t=WkspzQsl_77TaN0nAv8q7A
Bungee Protocol — The Endgame
Bungee Protocol is a global liquidity marketplace, enabling users to perform any action across chains. It is designed to be a marketplace that optimizes for you, the end user, powered by Socket Protocol.
Source: https://medium.com/bungee-exchange/bungee-protocol-the-endgame-2cd14b63f753
Blockworks | Beyond Secured Value: How TTV Best Reflects Oracle Fundamentals
Total Value Secured (TVS) is no longer a useful KPI for assessing oracles. It is orthogonal to their fundamentals & distorts market share estimates
> This research propose “Total Transaction Value (TTV)” – a new metric that more closely correlates to oracle price demand👇
Source: https://x.com/blockworksres/status/1841886174417453166?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Binance Research: Industry Observation - Valuation, Centralization, Transparency, and Rebranding
This report examines several observations in the crypto market, focusing on valuation, the risks associated with centralization, the need for improved transparency in fund usage, and the rationale for rebranding.
Source: https://www.binance.com/en/research/analysis/industry-observation-valuation-centralization-transparency-and-rebranding
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
2077 Research: Unpacking The Starknet Bolt Upgrade
With parallel execution reducing congestion and block packing cutting data availability costs, Starknet is now faster, cheaper, and more scalable.
> A deep dive into Starknet's Bolt upgrade covering: Parallel Execution & Block Packing.
Source: https://x.com/2077research/status/1841907270956773521?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Connor Keenan: Such Tokens - Much Wow
Assessing the game mechanics of memecoins, and why they fall short for content curation.
Source: kingpost/memecoins-vs-curation-markets" rel="nofollow">https://paragraph.xyz/@kingpost/memecoins-vs-curation-markets
vik0nchain: So long, Solana? The Rise of Blockchain's Parallel Universes
Discussing the evolution of blockchain scalability through parallel execution models, comparing Solana's pioneering approach with newer projects like Sei, Aptos, and Sui.
> It explores how these blockchains handle the challenge of transaction conflicts, a key bottleneck in parallel processing👇
Source: https://x.com/vik0nchain/status/1841871167860130042
23andWE: Latest DataDAO Built on Vana
A data Rrevolution against 23andMe and its attempts to sell its genetic data without express user consent. 23andWE’s aim is to empower people control their genetic data.
Source: https://x.com/withvana/status/1841780247060218349
Visa Launching Tokenized Asset Platform on Ethereum
to launch an initial pilot with select customers in 2025 on the public Ethereum blockchain
Visa isn't launching an L2, yet. This is an L1 app to coordinate tokens across all of Ethereum
Source: https://x.com/ryanberckmans/status/1841845557339251103?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Multiplayer AI Social Apps
Jeff Morris: Yet to See an AI Native Social App that is Interesting in Multiplayer Mode
“many single player companion apps for loneliness, but nothing cool yet that you can do with your friends”
Source: https://x.com/jmj/status/1841533090495381771?s=46&t=ywALktyM5ZCyt-zigN5Big
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