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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
October 5th~ Rollup
🐚 Research and Ideation 💡
- Shoal Research: Odds Shift in HBO's Satoshi Reveal, Sassaman Drops, Finney Rises
- Impal: Gaming Tokens Dilemma - DEX or CEX?
- Binance: Monthly Market Insights - October 2024
- Josh Cornelius: Weekly Notes on Consumer Crypto
- Robbie_rollup: Early Access Review of Particle Network's Universal Accounts
- Arnaud | Turnkey: TLS Sessions from Within TEEs
- 0x_Knight: Rewiring the Matrix: Grass's Blueprint for AI's Data Democracy
🐚 Podcast 🎙️
- Lightspeed | Firedancer: Unlocking Solana's Scaling Roadmap w/ Mert
- a16z Podcast: AI at the Intersection of Bio
🐚 Project Updates 🔔
- MakeNowMeme: Launch a Memecoin Directly from TikTok
a16z Podcast: AI at the Intersection of Bio
w/: Vijay Pande, Surya Ganguli & Bowen Liu
Exploring the transformational role of AI in drug discovery and biology
> How machine learning and self-supervised models are reshaping the foundational tasks of drug design, and more
Source: https://www.youtube.com/watch?v=XtErjGIBGL8
Robbie_rollup: Early Access Review of Particle Network's Universal Accounts
> It's fast, kinda web2 speed
> Sign-up is super smooth
> Test process is easy
Source: https://x.com/robbie_rollup/status/1836427936729076155
Josh Cornelius Back With His Weekly Notes on Consumer Crypto
Here, he covers:
The state of venture capital in and out of crypto, future of chains and why we'll have hundreds, and also shares updates on memecoin platforms like:
> Multiplier
> Rugdotfun
> Drakula
> Interface
Source: joshcrnls.eth/its-a-beautiful-day-to-believe-in-something" rel="nofollow">https://paragraph.xyz/@joshcrnls.eth/its-a-beautiful-day-to-believe-in-something
Binance: Monthly Market Insights - October 2024
> ETH issuance reached ~0.74% annually in September
> Total on-chain RWAs are at all-time highs at US$12+B
> wBTC holding over 65% of the market share
> Check out key insights on wBTC, ETH Issuance, RWAs, and Crypto Hacks
Source: https://www.binance.com/en/research/analysis/monthly-market-insights-2024-10
Shoal Research: Odds Shift in HBO's Satoshi Reveal, Sassaman Drops, Finney Rises
> Odds of Len Sassaman being HBO's Satoshi Pick fall to ~37%, Hall Finney’s odds rises to ~28%
Source: https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi?tid=1728144709511
Understanding How Bittensor Works
how it works, who are the players, and few thoughts on its tokenomics
Source: https://x.com/mattpop/status/1841484719415783481?s=46&t=ywALktyM5ZCyt-zigN5Big
Blockrunch Podcast: Why We're Bullish on GEODNET w/ Mike Horton
Mike Horton - GEODNET Project Creator. He shares:
> How and why they launched GEODNET
> GPS refinement challenges & blockchain solutions
> GEODNET node operators
> GEODNET customer-profile
> DePIN unit economics
> Centralized vs decentralised geo-spatial solutions, and more
Source: https://www.youtube.com/watch?v=bA9ddSO5Oac
Solana Now Have 7 Protocols Generating ~$10M or More in Revenue Annually
Jupiter and Raydium leading the way with $75M and $63M, respectively
Source: https://x.com/RyanWatkins_/status/1842248314630053993
Mach: For Instant Swaps Between Any Assets On Any Chain
Mach is live on 50,000+ routes and has surpassed 10mm in total volume
> Mach uses game theory to make bad behavior unprofitable, which allows Mach to do swaps instantly with almost no overhead
> Unlike aggregators today, Mach doesn’t care how orders get filled as long as they get filled👇
Source: https://x.com/futurenomics/status/1841960833716531453
Hyperliquid Climbs to the Top in Daily Trading Volume Among Decentralized Perpetual Swaps
recorded $1.39 billion in daily trading volume yesterday, surpassing competitors like Jupiter, SynFutures, and dYdX.
Source: https://www.theblock.co/post/319486/hyperliquid-climbs-to-the-top-in-daily-trading-volume-among-decentralized-perpetual-swaps
EigenLayer is Investigating Unapproved Selling Activity Associated with a Wallet
Address: 0xA7A1c66168cC0b5fC78721157F513c89697Df10D
Source: https://x.com/eigenlayer/status/1842268416083653038
Four Pilars: TON - Too Big To Ignore
Analyzing TON's explosive growth and its synergy with Telegram, exploring their impact on the crypto ecosystem, potential as a super app, and current challenges.
Source: https://4pillars.io/en/articles/ton-too-big-to-ignore
Polymarket: Who will HBO Doc Identify as Satoshi Nakamoto?
Polymarket bettors favors Len Sassaman. why?
Sassaman was a well-known cypherpunk, cryptographer and privacy advocate who has a long history of published academic works on cryptography. He died on July 3, 2011
> Unfortunately, he took his life shortly after Satoshi stopped posting on BTCTalk. Coinicidence?🤔
> The runner ups are:
- Hal Finney
- Adam Back
- Paul Le Roux
Source: https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi?tid=1728062573567
Axelar Mobius Development Stack (MDS): Unlocking a New Web3 Design Space
MDS is a new interoperability standard leveraging enhanced AXL token utility to power infinite security and scalability across Web3👇
Source: https://www.axelar.network/blog/mobius-development-stack-launch
0x_Knight: Rewiring the Matrix: Grass's Blueprint for AI's Data Democracy
Grass is democratizing data in the AI revolution by turning millions of internet users into data miners
> This article explore the current challenges in AI data we face and how Grass, as a democratic data layer of AI, works to foster a more equitable and innovative AI landscape
Source: https://0xknight.substack.com/p/rewiring-the-matrix-grasss-blueprint
Arnaud | Turnkey: TLS Sessions from Within TEEs
Turnkey have been using TEEs for a while, however, while developing a new OAuth feature, they faced a challenge: TEEs lack network access, but need to securely fetch public keys to verify OIDC tokens:
> Need OIDC token verification
> Need a list of public keys to verify against
> Need to fetch them via TLS for security
> Need session keys within a TEE to be attestable
> This piece explain their approach👇
Source: https://quorum.tkhq.xyz/posts/tls-sessions-within-tees/
Lightspeed | Firedancer: Unlocking Solana's Scaling Roadmap w/ Mert
Discussion:
> Is Solana centralized?
> Firedancer
> Crypto's scaling roadmap
> Conference takeaways
> Bullish DePin & more!
Source: https://www.youtube.com/watch?v=frYDtORvb5g
Launch a Memecoin Directly from TikTok using #makenowmeme in the Caption
Source: https://x.com/makenowmeme/status/1842420720439267404
Impal: Gaming Tokens Dilemma - DEX or CEX?
The requirements for listing on CEXs are becoming more demanding and expensive, forcing the hand of projects to twist their roadmaps to focus on TGE
> How about listing on a DEX and allowing the market to handle the entire supply👇
Source: https://x.com/impalementd/status/1842578393843503120?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 4th~ Rollup
🐚 Research and Ideation 💡
- 2077 Research: Unpacking The Starknet Bolt Upgrade
- =nil; Foundation: Sharding Fee Models
- Decentralised Co: The Infinite Bookshelf - EigenDA's Expandable Ethereum Archive
- Chaos Labs: Liquity V2 Mechanism Design Review
- Polymarket: Who will HBO Doc Identify as Satoshi Nakamoto?
- Robbie Petersen: A New Framework For Identifying Moats In Crypto Markets
- Four Pilars: TON - Too Big To Ignore
- Nillion Documentary: The Future of Private Data
- Forgd: Marinade's v2 Upgrade: How SAM and PSR Return MEV Profits to Solana Stakers
- Ryze Roundup: Middle East Tensions, Cross-Chain Solutions, and the Future of DeSci
- Matthew Hanson: Understanding how Bittensor Works
🐚 Podcast 🎙️
- Blockrunch Podcast: Why We're Bullish on GEODNET
🐚 Project Updates 🔔
- Axelar: Introducing Mobius Development Stack (MDS)
- DAIN: The Decentralized Autonomous Infrastructure Network
- EigenLayer Investigating Unapproved Selling Activity Associated with a Wallet
- Aleo Faces Token Vesting Challenges
- Hyperliquid Climbs to the Top in Daily Trading Volume Among Perpetual Swaps
- Mach: For Instant Swaps Between Any Assets On Any Chain
- Movement Labs Shares New Parthenon (Testnet) Metrics
- Solana Now Have 7 Protocols Generating ~$10M or More in Revenue Annually
Ryze Roundup: Middle East Tensions, Cross-Chain Solutions, and the Future of DeSci
> How Iran/Israel geopolitical risk could drive continued volatility in crypto.
> Jerome Powell pushing back on aggressive rate cut expectations.
> LayerZero x eigenlayer's new DVN framework, and more
Source: https://ryzelabs.substack.com/p/middle-east-tensions-cross-chain
Marinade's v2 Upgrade: How SAM and PSR Return MEV Profits to Solana Stakers
> PSR (Protected Staking Rewards) ensures uninterrupted staking rewards by requiring validators to place a SOL bond, which can reimburse users if a validator goes offline.
> SAM (Stake Auction Marketplace) enables validators to bid for stake (delegations) from users.
> Since validators are chosen to propose blocks based on the stake they hold, acquiring this stake is crucial
> The bidding mechanism incentivizes validators to share the MEV they extract, as they have to bid competitively to acquire stake.
Source: https://x.com/forgd_/status/1842310181239312780?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Movement Labs Shares New Parthenon (Testnet) Metrics
over 300M in total transactions
Source: https://x.com/movementlabsxyz/status/1842287311712829773?s=46&t=Xt6Hoi7T2naxL2eMzUKSzw
Nillion Documentary: The Future of Private Data
Source: https://x.com/nillionnetwork/status/1837144689960702402
Same as Eigen, Aleo Faces Token Vesting Challenges
unable to vest the tokens of community ambassadors
Source: https://x.com/auri_0x/status/1842325591334560084?s=52&t=txFAbiSPTdLLDlAYj9X_AA
DAIN: The Decentralized Autonomous Infrastructure Network
DAIN is pioneering a "smart internet," powered by AI agents that communicate naturally with each other and with us, using human language.
Source: https://x.com/DonnySolana/status/1842255454854168950
Robbie Petersen: A New Framework For Identifying Moats In Crypto Markets
While we have numerous precedents and heuristics for understanding moats in traditional markets, we lack equivalent frameworks that account for these structural differences.
> This piece aims to bridge this gap by getting to the root of what constitutes a sustainable moat, and downstream of this, identify the handful of apps positioned to sustainably capture value
Source: https://x.com/robbiepetersen_/status/1841887528154230844
Chaos Labs: Liquity V2 Mechanism Design Review
This paper presents a comprehensive design review of Liquity V2, with a focus on its interest rate and redemption mechanisms, as well as the stability pool dynamics that shape borrowing demand, interest rates,and system incentives.
Source: https://cdn.sanity.io/files/zmh9mnff/production/ca6a4815e62b05f33fb3ec56c5a4c42d6b7ddbec.pdf
Decentralised Co: The Infinite Bookshelf - EigenDA's Expandable Ethereum Archive
DA solutions ensure that the information required to validate and process transactions on a blockchain is accessible to all participants.
> This article takes a look at how EigenDA and DA services are trying to smoothen the traffic flow.
Source: https://www.decentralised.co/p/the-infinite-bookshelf