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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
Four Pillars: Restaking Stack: Categorizing the Restaking Ecosystem
categorizing the restaking ecosystem:
> Based Blockchain Network
> Staking Infrastructure
> Staking Platform
> Restaking Infrastructure
> Restaking Platform
> Restaking Applications
Source: https://x.com/FourPillarsFP/status/1844305871977033813
ZachXBT Investigates UK’s Faris Ali in Alleged $4.3M Home Invasion Robbery of an X User
Apparently as the result of a crypto data breach
Check out for the chatlogs between the two perpetrators involved hrs before the robbery, how they dressed as delivery drivers to rob the victim
Source: https://x.com/zachxbt/status/1844369881342542170
Dan Elitzer | Nascent: The Inevitability of UNIchain (2022)
Two years ago, Dan wrote about why he his long term bullish on appchains with UNIchain as the case study, and why it is inevitable.
Fast forward to today, UNIchain was announced
> He also said “any application that grows big enough will likely at some point have similar reasons to consider moving their primary home to their own chain or rollup”
Source: https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
October 9th~ Rollup
🐚 Research and Ideation 💡
- Ryan Watkins: Applications Capture Fees, Blockchains Store Value
- Pod: Why Do We Need Consensus Again?
- ZachXBT Uncovers 11 Wallets tied to Murad, Wants Community to Monitor His Future Activity
- BuildOnEigen: How Proof-of-Stake Oracles Help Create Trusted Onchain Data
- Toghrul Maharramov: Protocol Value Accrual Black Pill
- Tiger Research: Eliminating Bridging - Particle Network's Vision for Chain Abstraction
- Ethresearch: Modeling Security for Cross Rollup Interoperability
- jconorgrogan: FBI doxxes their wallets
- EigenPhi: How MEV Maestro Yoink Netted $2.65M on 59 Blocks in August
- Modular Media: Achieving a Unified Balance With Universal Accounts
- Eclipse Labs: A Deep Dive into Application-Specific Sequencing (ASS)
- Dylan Bane | Messari: DePIN's Categorization Problem and the Wisdom of Inclusivity
- Jon Charbonneau: L1 & L2 Token Value Capture
- Ramp: Top SaaS Vendors on Ramp (Oct 2024)
🐚 Podcast 🎙️
- Empire: Why Bandwidth is Still Undervalued in Crypto | Logan Jastremski
- Jastremski Podcast: Building a better Nasdaq with Solana Founder Anatoly
- Decypher Podcast: From College Dropout to Crypto Megafund Manager w/ Haseeb Qureshi
🐚 News 📕
- US Prosecutors Charged Gotbit, ZM Quant, CLS Global And MyTrade: RTRS
- FBI Created a Fake Coin “NexFundAI Token" to Trap the Firms Indicted
- X Creators Now to be Paid Based on Engagement with their Content From Premium Users
🐚 Project Updates 🔔
- Jupiter Mobile is Now Live in the App Store
- NANI, the Onchain Agent OS, Launches on Beta
- Arrakis Finance Introduces the Arrakis DVMM
- Blockworks Launches Protocol Advisory Services
- Gaunlet Introduces the Gauntlet App
Gaunlet Introduces the Gauntlet App
The app provides a detailed view of all Gauntlet-curated Morpho vaults and their key performance and risk metrics
Source: https://x.com/gauntlet_xyz/status/1844086572704203195
Top SaaS Vendors on Ramp (Oct 2024)
This month, popular AI coding platform “Cursor” grabbed the #1 spot on list of emerging vendors
Source: https://ramp.com/blog/top-saas-vendors-oct-2024?utm_source=twitter&utm_medium=social
Jon Charbonneau: L1 & L2 Token Value Capture
Charbonneau’s new post on:
> Measuring profitability for tokens
> Is issuance a cost?
> Do L2s have better economics than L1s?
> PoS vs PoW value accrual
> Are L1s and L2s overvalued?
> Can anything flip BTC as money?
Source: https://dba.xyz/l1-l2-token-value-capture/
Dylan Bane | Messari: DePIN's Categorization Problem and the Wisdom of Inclusivity
This article discusses the challenges of defining what qualifies as a DePIN and advocates for a flexible, inclusive approach to categorization.
> It argues for prioritizing inclusivity to foster the spirit of DePIN growth👇
Source: https://x.com/dylangbane/status/1844041606300942535
Modular Media: Achieving a Unified Balance With Universal Accounts
By seamlessly integrating Universal Accounts (UAs), Universal Liquidity, and Universal Gas, Particle aims to simplify the complexities that have traditionally plagued crypto users
> This article break down the mechanics behind Universal Accounts, how they streamline onboarding and interaction, and their role in transforming the chain abstraction landscape.
Source: https://modularmedia.substack.com/p/achieving-a-unified-balance-with
NANI, the Onchain Agent OS, Launches on Beta
A stack purpose-built for crypto automations with AI.
Source: https://x.com/nani__ooo/status/1843380941068349604
The FBI Wallet Information Exposed
> Wallet that seeded the FBI wallet deployed capital to multiple other wallets, making dozens of trades.
> FBI wallets own at least 75% of the token supply
> FBI-linked wallets have also recently deposited to Tokenlon, Binance, Zixipay, and HTX.
Source: https://x.com/jconorgrogan/status/1844121150676218100?s=52&t=txFAbiSPTdLLDlAYj9X_AA
The FBI Created a Fake Coin “NexFundAI Token" to Trap the Firms Indicted
“The FBI took the unprecedented step of creating its very own crypto token and company to identify, disrupt, and bring alleged fraudsters to justice.”
Source: https://x.com/tier10k/status/1844106925149126887
Tiger Research: Eliminating Bridging - Particle Network's Vision for Chain Abstraction
Particle Network via its Universal Accounts aims to unify the user experience across multiple blockchains by providing a single account and balance for all chains.
Source: https://reports.tiger-research.com/p/chain-abstraction-particle-network-eng
BuildOnEigen: How Proof-of-Stake Oracles Help Create Trusted Onchain Data
Proof-of-Stake oracles on EigenLayer decentralize data validation by introducing economic incentives, where operators stake ETH and face slashing for bad data.
> This ensures transparency, competition & trust, reducing the monopoly risk in traditional oracles.
Source: https://x.com/buildoneigen/status/1843775919502053640?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Empire: Why Bandwidth is Still Undervalued in Crypto | Logan Jastremski
Discussion:
> Ethereum's solo staker mistake
> The truth about node counts & decentralization
> From kilobytes to gigabytes per second
> Viability of next gen Alt L1s
Source: https://www.youtube.com/watch?v=et6LAgMowdw
Some Measures You Can Take to Protect Yourself
> Avoid sharing personal info or details about your crypto holdings to “friends” or flex on socials
> Monitor your personal information when it is exposed online so you can take
> Avoid giving out personal information whenever possible and provide fake information
Catch up with Fairblock x Automata Twitter Space Discussing Accountable MPC + TEEs
Source: https://x.com/i/spaces/1OdJrXNEnNvKX
Hayden Adams: Unichain Will be the Best Home for DeFi
> Unichain is built on top of the Superchain - with a few new additions
> It will make transactions feel ~instant, reduce MEV loss, and enforce fair transaction ordering
> With a decentralized network of validators
> A focus on user experience and crosschain interop
> Unichain will be MIT licensed
Source: https://x.com/haydenzadams/status/1844363698485198899
Uniswap Introduces New Ethereum L2 “Unichain”
home for DeFi & liquidity across chains, with fast blocks (250ms), and cross-chain interoperability
> Testnet is live, mainnet later this year
Source: https://x.com/Uniswap/status/1844363396382408774
Decypher Podcast: From College Dropout to Crypto Megafund Manager w/ Haseeb Qureshi
Haseeb - Managing Partner at Dragonfly Capital
This episode dive into Haseeb’s backstory and how he came to his career as an investor, as well as advice to someone just starting now.
Source: https://www.youtube.com/watch?app=desktop&v=wcVAITgkhRc&feature=youtu.be
Blockworks Launches Protocol Advisory Services
Blockworks Advisory helps protocols coordinate their launch and growth through white-glove, bespoke services
Source: https://x.com/blockworksres/status/1844086643353137492?s=52&t=txFAbiSPTdLLDlAYj9X_AA
X Creators Now to be Paid Based on Engagement with their Content From Premium Users
“Ads in replies will no longer impact your payout”
Source: https://x.com/x/status/1844066291625361812?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Eclipse Labs: A Deep Dive into Application-Specific Sequencing (ASS)
ASS is an emergent method to build apps that control their own ordering, internalize their MEV, then redistribute this in an opinionated way.
> This article goes through existent constructions of ASSes, delving deep into how they work, their innovations, and their tradeoff spaces.
https://www.eclipse.xyz/articles/a-deep-dive-into-application-specific-sequencing
Source: https://x.com/eclipsefnd/status/1844044975522316325?s=46
Arrakis DVMM - DeFi’s First MEV-Aware Onchain Market Maker
Centralized Vertically-Integrated Market Makers (CVMMs) are profiting from retail DeFi users across the MEV supply chain.
> The Arrakis DVMM is a decentralized MEV recapture solution that aims to make LPs more profitable by building fair, efficient onchain markets
Source: https://mirror.xyz/0x929fCf268A62e684221f1e39B8b6ddA2f0dA4AeC/qoVRfb9FK6iTEXbs4yGp1h0Py8xCvrfs-Qp_-AqWkIE
How MEV Maestro Yoink Netted $2.65M on 59 Blocks in August
> Yoink’s detailed strategies of netting 1061 ETH, worth $2.65M, after deducting validator payouts.
> A look at the top 4 blocks ranked by builder rewards from the 59 blocks built in August
Source: https://eigenphi.substack.com/p/mev-maestro-yoink-netting-265m-on-59-blocks-in-aug?r=aaog1&utm_medium=ios&triedRedirect=true
Ethresearch: Modeling Security for Cross Rollup Interoperability
Describing a mental model for the security of cross rollup interoperability (interop), emphasizing three stages: validity, local ordering, and global ordering
> Current protocols only provide validity guarantees, with further advancements needed to advance the security of interop protocols to stage 1 and 2 to provide both local and global ordering guarantees.
Source: https://ethresear.ch/t/modeling-security-for-cross-rollup-interoperability/20591
US Prosecutors Charged Gotbit, ZM Quant, CLS Global And MyTrade: RTRS
Federal prosecutors in Boston charged the firms and their leaders and employees in a takedown that also involved arrests overseas.
Source: https://x.com/tier10k/status/1844092142920065449
Toghrul Maharramov: Protocol Value Accrual Black Pill
How blockchain protocols accrue value through transaction fees, MEV, and token emissions, and how appchains and application-specific sequencing (ASS) can shift value from protocols to apps
Source: https://x.com/toghrulmaharram/status/1843723223365550174
Jastremski Podcast: Building a better Nasdaq with Solana Founder Anatoly
why blockchain at Nasdaq speed is the Northstar and how it is possible
Source: https://www.youtube.com/watch?v=qvxRSeMmXTA&t=22s
Jupiter Mobile is Now Live in the App Store
Zero Fees, Swift and auto-retry if txn doesn't go through at the first try
Source: https://x.com/JupiterExchange/status/1843637488138760379