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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
Cult-Like Communities in Stocks and Crypto
Cult-like followings can be seen in Tesla, Nvidia, Bitcoin and even evident in memecoins. Projects that have members with strong convictions.
> This trend arises from the intersection of social media and active investing.
> Community building is key
Source: https://x.com/ki_young_ju/status/1843551460421972430?s=46&t=2q9OLMlaobNlHLewOXT4uA
Hyperliquid Leads All Chains in Weekly Derivatives Volume, Reaching ~$9.47billion
Nearly doubles Solana (the runner-up) at $5.10b
Source: https://x.com/TheTieIO/status/1843735845666468135
Flaunch: Meme Launchpad Powered by Uni V4
TG: /channel/flaunchgg
Source: https://x.com/flaunchgg/status/1843661245322588287
Shoal Research: Polymarket and the Proliferation of Prediction Markets
Prediction markets leverages collective intelligence to deliver accurate forecasts across various fields, marking a shift toward a more democratized, data-driven way of understanding the world.
> In this article, we explore how decentralized prediction markets are reshaping forecasting and decision-making in the digital age, with polymarket as case study
https://www.shoal.gg/p/prediction-markets
Source: https://x.com/Shoalresearch/status/1843686736570003644
Crypto (dot) Com Files Lawsuit Against SEC
“our lawsuit contends that the SEC has unilaterally expanded its jurisdiction beyond statutory limits and separately that the SEC has established an unlawful rule that trades in nearly all crypto assets are securities transactions”
Source: https://crypto.com/company-news/complaint
Sui Ecosystem Map
Source: https://x.com/YashasEdu/status/1843356926845039065
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/
Mango Fails to Pass Proposal to Accept SEC Settlement
It was passing up until 4 hours before the end but then someone withdrew their vote in favour of the proposal and it failed as a result
Source: https://x.com/jbrukh/status/1843653445846482975?s=52&t=txFAbiSPTdLLDlAYj9X_AA
27% of Solana’s Outflows Shifted to SUI in the Past Month
Source: https://x.com/Torero_Romero/status/1843566639897272613
Drama Around Binance Listing Cost and Scroll
> Binance announced Scroll's launchpool & pre-market trading without official statement from the Scroll team, and also announced some tokenomics details that should be communicated by team.
> Arthur Hayes in his latest article PvP said: “a primary listing where Binance is the first-ever exchange where your token is listed is not worth it”
> He added listing on Binance requires to buy & hold ~$5M BNB deposit and giving away up to 16% of token supply
Source: https://x.com/defiignas/status/1843606759686148172?s=52&t=txFAbiSPTdLLDlAYj9X_AA
All-Time L2 Volume on the Uniswap Protocol
> 2021 → $6.42B
> 2022 → $60.79B
> 2023 → $179.46B
> 2024 → $383.01B
Source: https://x.com/uniswap/status/1843648731436199953?s=52&t=txFAbiSPTdLLDlAYj9X_AA
SEC Serves Crypto(dot)Com With a Wells Notice!
Source: https://x.com/tier10k/status/1843643048351187309
"It seems probable that once the machine thinking method had started, it would not take long to outstrip our feeble powers. At some stage, therefore, we should have to expect the machines to take control."
Читать полностью…
Geoffrey Hinton and John Hopfield Have Been Awarded the 2024 Nobel Prize in Physics
Source: https://x.com/nobelprize/status/1843589140455272810?s=46
Coinbase Adds USDC on SUI to Roadmap
Source: https://x.com/CoinbaseAssets/status/1843637559500435955
Binance Introduces Scroll ($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