-
Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
Nobel Prize Winner, Geoff Hinton, is Believed to be In the Process of Tidying Up His Affairs
“he believes that we maybe have 4 years left."
Geoff Hinton - one of the major developer of deep learning
Others also think it's certain we will have AGI by the end of this decade
Source: https://x.com/aisafetymemes/status/1817116199878295580?s=46&t=txFAbiSPTdLLDlAYj9X_AA
October 7th~ Rollup
🐚 Research and Ideation 💡
- DeSpread Research: The Evolution of Stablecoins - New Opportunities and Challenges
- TOKEN2049 | Murad Mahmudov: The Memecoin Supercycle
- Murad on Real Memes & Real Cults
- 2077 Research: The State Of Fraud Proofs In Ethereum L2s
- Zaryab Afser: What is NOT Chain Abstraction?
- knwang on Abstraction
- FHE Onchain: How the fhEVM Brings Together FHE, ZK, and MPC
- Furthermore Co: Aave Under The Hood - Up-Only Adoption
- FarFromAverage: Why Multilinear Extensions (MLEs) Matter
- Grayscale: Exploring the Ethereum Ecosystem
- Jason Yanowitz on Competing with Polymarket
- Misha Komarov: Bitcoin PIPEs: Covenants and ZKPs on the Bitcoin L1 without Soft Fork
- Arthur Hayes: “PVP or Player vs. Player”
- Moyed: Summary of Sentient Whitepaper
- Nate Silver: Impact of Whale and Rec Money on Prediction Market Efficiency
🐚 Podcast 🎙️
- More Than Speculation podcast: VC Coins and Navigating Crypto Markets in 2024
🐚 News 📕
- Robinhood Chief Legal Officer, Seen As Leading Contender For SEC Chair If Trump Wins
- Grayscale Increases its TAO Allocation in the Decentralized AI Fund to 29.55%
🐚 Project Updates 🔔
- Ranger Finance Launches Data Dashboard for Solana Onchain Perp DEXs
- Hyperliquid Addresses Bridge Halt
- RiscZero Introduces Steel 1.0
🐚 Events 📍
- Shoal Research: Devcon Thailand Events Channel
Native USDC Is Now Live On Sui Mainnet
Source: https://x.com/circle/status/1843637724764389857
Moyed: Summary of Sentient Whitepaper
Sentient - platform for ‘Clopen’ AI models
> Sentient aims to create a platform that combine the benefits of both open and closed AI models
> It creates an environment where users can freely use and modify AI models while allowing the creators to retain ownership and profit from the model’s intellectual property.
👉 original whitepaper
Source: moyed/sentient" rel="nofollow">https://paragraph.xyz/@moyed/sentient
Jason Yanowitz on Competing with Polymarket
Discused likely financial / structural things he’ll love to put in place
> Financial things including: Adding leverage and fixing the capped upside
> Go-to-Market strategy ideas like creating leaderboards of the best predictors, ability to copy trade these predictors, and going mobile
Source: https://x.com/JasonYanowitz/status/1843450516984234134
Arthur Hayes's New Article “PVP”
Discussing the current poor performance of new token listings in this cycle, and whether the idea of paying CEX listing fees are worth it.
Source: https://cryptohayes.substack.com/p/pvp?r=aaog1&utm_medium=ios&triedRedirect=true
Grayscale: Exploring the Ethereum Ecosystem
This report dives deep into the diverse ecosystem, from DeFi projects like AAVE and UNI to L2 solutions like MATIC.
Source: https://www.grayscale.com/research/reports/exploring-the-ethereum-ecosystem
Grayscale Increases its TAO Allocation in the Decentralized AI Fund to 29.55%
Source: https://x.com/onchainoutpost/status/1842956012199825681?s=46
Furthermore Co: Aave Under The Hood - Up-Only Adoption
Aave’s TVL surged by 84% in the last 12 months, more than 2x the broader DeFi market’s growth
> This piece dig into what’s driving Aave: community, resilient governance, borrowing-led revenue, and the next frontier—RWAs.👇
Source: https://www.furthermore.co/aave-under-the-hood-up-only-adoption/
knwang: A Shorter Summary
> chain abstraction = chain interaction aggregators
> infra stacks = application composability aggregators
> liquidity layers = liquidity market aggregators
> the endgame abstraction = everything aggregators
Source: https://x.com/knwang/status/1843299406142971970
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
Geoffrey Hinton and John Hopfield Have Been Awarded the 2024 Nobel Prize in Physics
Source: https://x.com/nobelprize/status/1843589140455272810?s=46
Coinbase Adds USDC on SUI to Roadmap
Source: https://x.com/CoinbaseAssets/status/1843637559500435955
Binance Introduces Scroll ($SCR) on Launchpool and Pre-Market!
> Pre-Market trading: 2024-10-11 10:00 (UTC)
Source: https://www.binance.com/en/support/announcement/introducing-scroll-scr-on-binance-launchpool-and-pre-market-22df1ba38f4a4033924a1adecf93735e?hl=en
Nate Silver: Impact of Whale and Rec Money on Prediction Market Efficiency
“One way you can tell the Polymarket numbers likely reflect whale activity rather than new information is because the popular vote contract isn't moving toward Trump at all and it should be heavily correlated with the Electoral College contract”
Source: https://x.com/natesilver538/status/1843425527526527379?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bitcoin PIPEs: Covenants and ZKPs on the Bitcoin L1 without Soft Fork.
This paper proposes using Bitcoin PIPEs for verifying ZKPs on the Bitcoin L1 - an approach to enable a Polynomial Inner Product Encryption (PIPE)-based SNARK verification on Bitcoin (starting with Placeholder proof system)
Source: https://x.com/nemothenoone/status/1843382870901235907
Risczero Introduces Steel 1.0
Steel 1.0 is a production-ready EVM smart contract execution prover designed to bring boundless runtime to all EVM apps.
> Using execution proofs, Steel enables EVM apps to run completely offchain, while preserving onchain security.
Source: https://risczero.com/blog/introducing-steel-1.0
Why Multilinear Extensions (MLEs) Matter (And Why You Should Care) | ZKP
Multilinear Extensions (MLEs) transform complex functions into manageable polynomials, enabling efficient proofs in Zero-Knowledge Proof (ZKP) systems.
> This article explains everything to understand about MLEs & why they are a big deal in the world of ZKPs
Source: https://mirror.xyz/0xB6756bA4C2a7ED55219D2cE5b4F191B9B63595B0/vWwb-VrZwgdrYNQpyGHUlDcrmarVsOMD6DUiO_Pj9xo
VC Coins and Navigating Crypto Markets in 2024
More Than Speculation podcast
> Current state of the crypto market, focusing on VC coins, market dynamics & investment strategies
> The influence of institutional investors, the importance of airdrops and yield farming, and the challenges faced by retail investors.
Source: https://www.youtube.com/watch?v=dlyy-ldKUG8
FHE Onchain: How the fhEVM Brings Together FHE, ZK, and MPC
Exploring how the fhEVM leverages FHE, ZK, and MPC to combine the security of Ethereum with the confidentiality of bleeding-edge encryption
Source: https://www.fheonchain.org/blog-post/fhevm
Zaryab Afser: What is NOT Chain Abstraction?
> Chain Abstraction does not resolve all on-chain complexities
> Chain Abstraction is not just Cross-Chain Communication
> ChA Abstracts Chains, Not Eradicate Them
> Chain Abstraction does not lead to Centralization
> Chain Abstraction is NOT the Final Frontier of Web3
Source: https://www.decipherclub.com/what-is-not-chain-abstraction/
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