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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
ZachXBT Uncovers 11 Wallets tied to Murad, Wants Community to Monitor His Future Activity
> “Murad is promoting microcap meme coins to thousands of followers and that people deserve to know the wallets so they can make informed decisions”
Source: https://x.com/zachxbt/status/1843940648430493906?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Ryan Watkins: Applications Capture Fees, Blockchains Store Value
The age of the applications is upon us, applications on Ethereum and Solana on the verge of flipping their underlying infrastructure in revenue.
> This article discusses what this mean for the future of value capture in the cryptoeconomy
www.syncracy.io/writing/application-fee-capture
Source: https://x.com/RyanWatkins_/status/1843791818640720124
HypurrCo: Go-to Ecosystem Collective of Hyperliquid
TG: /channel/+kQPx4WNpHEk4MmRl
Fomo Hour: Full Interview with Murad
A dive into Murad memecoin thesis
anyone investing in memes might want to look at his thesis and pick 1 or 2 ideas
Source: https://x.com/farokh/status/1843731449419362723
Binance Listing Fee Charges
> Up to 8% of total token supply
> Up to $5M BNB staked as a deposit
> Up to 8% of token supply to Binance users via airdrops or other campaigns (Launchpool)
Source: https://cryptohayes.substack.com/p/pvp
Murad's vs. Ansem's Mindshare this Week
Source: https://x.com/_kaitoai/status/1843625590223462472
Solv Protocol Introduces Staking Abstraction Layer (SAL)
SAL abstracts the complexities of Bitcoin staking, making it easy for BTC holders to access yield while maintaining liquidity and security.
Source: https://x.com/SolvProtocol/status/1843607388181672008
Zaddycoin: HBO Satoshi Reveal = Peter Todd
People skipped towards the end of the doc and discovered the reveal.
Polymarket currently prices Peter Todd as Satoshi, though he wasn’t initially listed on the market.
Source: https://x.com/zaddycoin/status/1843830212854984792
pierarmy_eth: Deep Dive into $BANANA Tokenomics
> Token supply of BananaGun currently at 8.5m with a burn rate that could reduce it to 6.5m in a year
> Only 30% of the total supply is eligible for revenue sharing👇
Source: https://x.com/pierarmy_eth/status/1843652955238748317?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Pod: Why Do We Need Consensus Again?
”Consensus is actually the enemy. By removing consensus, we can finalize transactions as quickly as doing a Google search.”
Source: https://pod.network/blog/wait-why-do-we-need-consensus-again
October 8th~ Rollup
🐚 Research and Ideation 💡
- Yashas Naik: Sui Ecosystem Map
- Uniswap Labs: All-Time L2 Volume on the Uniswap Protocol
- Shoal Research: Polymarket and the Proliferation of Prediction Markets
- Ignas | DeFi: On Binance Listing Cost and Scroll drama
- ToreroRomero: 27% of Solana’s Outflows Shifted to SUI in the Past Month
- Ki Young Ju: Cult-Like Communities in Stocks and Crypto
- Decentralised Co: A Framework to Classify DePIN Networks
- pierarmy_eth: Deep Dive into $BANANA Tokenomics
- Wisdom Tree: Why Competition Between Blockchains is Good for Investors
- Zaddycoin: HBO Satoshi Reveal = Peter Todd
- 2077 Research: Wildcat - Undercollateralized Credit Expansion for Fun and Profit 2.0
- Particle Network | Beyond UX: dApps On The Need For Chain Abstraction
- Kaito: Murad's vs. Ansem's Mindshare this Week
- Kaito: Memes with Most Mindshare in the Past 7 days
- Arthur Hayes on Binance Listing Fee Charges
- omeragoldberg: The True Cost of Election Market Manipulation
- 0xGhostLogs: Solana MEV for September
🐚 Podcast 🎙️
- Fomo Hour: Full Interview with Murad
🐚 News 📕
- Geoffrey Hinton & John Hopfield Awarded the 2024 Nobel Prize in Physics
- Geoff Hinton In the Process of Tidying Up His Affairs
- SEC Serves Crypto(dot)Com With a Wells Notice!
- Crypto (dot) Com Files Lawsuit Against SEC
🐚 Project Updates 🔔
- Circle: Native USDC On Sui Now Available
- Coinbase Adds USDC on SUI to Roadmap
- Flaunch: Meme Launchpad Powered by Uni V4
- Hyperliquid Leads All Chains in Weekly Derivatives Volume, Reaching ~$9.47b
- Mango Fails to Pass Proposal to Accept SEC Settlement
- Solv Protocol Introduces Staking Abstraction Layer (SAL)
- HypurrCo: Go-to Ecosystem Collective of Hyperliquid
0xGhostLogs: Solana MEV for September
atomic arbitrage tips averaged 50% of revenue, with about half of arbs bypassing Jito and going directly to validators👇
Source: https://x.com/0xghostlogs/status/1843770831245050159?s=52&t=txFAbiSPTdLLDlAYj9X_AA
omeragoldberg: The True Cost of Election Market Manipulation
> Prediction markets provide insights into political sentiment but are vulnerable to financial manipulation.
> Wealthy individuals or organizations, like political campaigns, can skew market odds by investing heavily in a desired outcome, creating the illusion of growing support.
What if people are just placing large bets tho?
Source: https://x.com/omeragoldberg/status/1843671276595937659?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Memes with Most Mindshare in the Past 7 days
> MOODENG
> POPCAT
> FWOG
> PEPE
> COBY
Source: https://x.com/_kaitoai/status/1843671877203702098?s=46&t=VD0I_WHijwIkI-RsIqpvxA
Particle Network | Beyond UX: dApps On The Need For Chain Abstraction
Discussion with 3 leading projects: THENA, Overtime Markets, and Moonveil about fragmentation to better understand:
> How it affects their respective niches
> How it shapes their experience as dApp creators
> The repercussions that solving it may have on their projects and Web3 as a whole.
Source: https://blog.particle.network/beyond-ux-dapps-on-the-need-for-chain-abstraction/
2077 Research: Wildcat - Undercollateralized Credit Expansion for Fun and Profit 2.0
Wildcat's innovation lies in allowing borrowers to access capital with partial collateral while relying on legal and reputation systems for risk mitigation.
> Wildcat trusts the borrower but verifies through both on-chain and off-chain means.
Source: https://x.com/2077research/status/1843684855483138464?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Wisdom Tree: Why Competition Between Blockchains is Good for Investors
> Solana is fast and cheap, whereas Ethereum has significantly higher TVL.
> Ethereum is a crypto mega-cap, while Solana remains a crypto altcoin quickly catching up.
> Over the coming months, Solana’s price could benefit from this catch-up effect.
Source: https://www.wisdomtree.eu/pl-pl/blog/2024-10-02/why-competition-between-blockchains-is-good-for-investors
Decentralised Co: A Framework to Classify DePIN Networks
mapping DePIN projects along two spectrums:
> Physical - Virtual: (investment required)
> Active - Passive: the (human involvement)
Source: https://x.com/decentralisedco/status/1843643024514994566?s=46&t=2q9OLMlaobNlHLewOXT4uA
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."
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