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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
2077 Research: The State Of Fraud Proofs In Ethereum L2s
Analyzing fraud proof systems in Ethereum rollups featuring Arbitrum, Optimism, Cartesi, & Kroma
> Analyzing their fraud proof systems and how each is progressing toward a more secure Layer 2 landscape.
Source: https://x.com/2077research/status/1843308491328635228?s=52&t=txFAbiSPTdLLDlAYj9X_AA
TOKEN2049 | Murad Mahmudov: The Memecoin Supercycle
Why it’s happening and why it will continue
Source: https://www.youtube.com/watch?v=6nqzwdGxTGc
Ranger Finance Launches Data Dashboard for Solana Onchain Perp DEXs
https://www.app.ranger.finance/liquidation
Source: https://x.com/ranger_finance/status/1843321356349563082?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
Devcon Thailand Events Channel:
/channel/shoalfriendsdevcon
Methodology
For each major conference we make a read only channel for our friends to quickly filter for the high signal and best events for the conference. This time we are opening it up to the public.
Like always High signal, low noise
From @shoalresearch, enjoy 🐚
October 6th~ Rollup
🐚 Research and Ideation 💡
- Vac Research: zkVM Testing Report
- ZachXBT: Heated Discussion Between Ansem and Zach on X
- Chris Burniske: Memecoins’ Tendency to Trigger Signals Bigger Growth Ahead
- 0xKyle's Research: Shuffle - Product Market Fit No One Talks About
- Arthur Hayes: “Fear Not, the Devil Shall Print Money and It Shall Be Their Ruin”
- rargulati | Coinlist: How to Launch a Hyped, Legit Token
- 1mpal: What Makes the Best Web3 Gaming Guide?
🐚 Project Updates 🔔
- Across Currently Dominating LiFi v2 Transactions With a 33.8% Market Share
rargulati | Coinlist: How to Launch a Hyped, Legit Token
> The community needs to feel like they’re insiders
> Do an inside sale for the top community members @ a good discount
> Others should also get a fair pre launch price for the community round
> Be transparent and don’t engage in shenanigans
> Teams and community should vest, investors and partners probably not.
> Low float high fdv is broken, Projects should go to market with a higher float
Source: https://x.com/rargulati/status/1842736068422164699?s=52&t=txFAbiSPTdLLDlAYj9X_AA
“Fear Not, the Devil Shall Print Money and It Shall Be Their Ruin” - Arthur Hayes
Source: https://x.com/CryptoHayes/status/1842386737793815028
Chris Burniske: Memecoins’ Tendency to Trigger Signals Bigger Growth Ahead
“Memecoins’ tendency to trigger is all you need to observe to know they’ll be bigger than we expect in the expansion ahead”
Source: https://x.com/cburniske/status/1842979350104445242
Vac Research | zkVM Testing Report: Evaluating Zero-Knowledge Virtual Machines for Nescience
In an attempt to identify the most suitable zkVM for the Nescience architecture, Vac tested 6 promising zkVMs to see which is most suitable: SP1, RISC0, Nexus, ZkMIPS, and ZkWASM
> They assessed their memory consumption and ability to handle arithmetic operations
> RISC0 emerged as the top choice excelling in both proof generation time and size while maintaining a reasonable memory footprint👇
Source: https://vac.dev/rlog/zkVM-testing/
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
Murad: Buy Real Memes & Real Cults
Source: https://x.com/muststopmurad/status/1843343610596741197?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperliquid Addresses Bridge Halt
arbitrum bridge was locked due to a false positive in an automatic L1 monitoring process, triggered by inconsistent data from multiple RPCs.
Source: t.me/hyperliquid_announcements/238
DeSpread Research: The Evolution of Stablecoins - New Opportunities and Challenges
> Discussing the features and concerns of new stablecoins (USDY, USDM, USDe, LISUSD)
> Features differentiating them from USDT & USDC
> Potential growth of the stablecoin market
Source: https://research.despread.io/stablecoin-evolution/
Robinhood Chief Legal Officer, Dan Gallagher, Seen As Leading Contender For SEC Chair If Trump Wins: Politico
Source: https://x.com/tier10k/status/1843281780083704121
1mpal: What Makes the Best Web3 Gaming Guide?
three insights for individuals/projects to consider when creating a guide:
> Leveraging Introductory Keywords. Cover key basic topics like VPN usage, using an exchange, and more
> Utilizing Video Guides. Much better than written ones
> Engaging People and Community. The best guide is the community itself.
Source: https://x.com/impalementd/status/1842942276475277422
Across Currently Dominating LiFi v2 Transactions With a 33.8% Market Share
Source: https://x.com/ournetwork__/status/1842789250313474299
0xKyle's Research: Shuffle - Product Market Fit No One Talks About
Shuffle is a leading crypto casino and sports betting platform launched in February 2023.
> Shuffle trades at 63.9M MC / 380M FDMC
> Does 14bn volume and 100mm in revenue annualized
> it’s trading at 0.5x earnings MC wise, and 3x earnings FDMC wise.
> 1 year since launch, it has reached audiences worldwide
Source: https://0xkyle.substack.com/p/shuffle-product-market-fit-no-one
Yesterday’s Heated Discussion Between Ansem and Zach on X
regarding the moral responsibility of Influencers/KOLs relating to shilling Memecoins
Source: https://x.com/zachxbt/status/1842649976389915112
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