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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
MegaETH: The iPhone Moment for Crypto - How MegaETH will scale Ethereum
Bitcoin Suisse | Uncut Gems Podcast
Guest: Shuyao and Namik, Founding Team Members of MegaETH
> They discuss how MegaETH aims to overcome the traditional limitations of blockchain speed and scalability while maintaining robustness and decentralization. 👇
Source: https://www.youtube.com/watch?v=sPziCj65_qs
On Chain Times: A Chat With Domer, the #1 Trader on Polymarket
> Domer (JustKen) talks about his professional background, framework for trading on prediction markets, trading psychology and more👇
Source: https://www.onchaintimes.com/a-chat-with-domer-the-1-trader-on-polymarket/
Richard Galvin: Shuffle - a High Growth, Catalyst-Rich and Transparent GambleFi Project
> Shuffle has grown to be the third-largest crypto casino operator by deposit volumes
> It has seen over 500% growth in its monthly wagering volumes (to $2 billion), surpassing Rollbit
> It has strong fundamentals and upcoming catalysts like revamped tokenomics & product innovations
> Trades on 2.4x current annualized earnings
> Ambitious, focused, commercially minded team
Source: https://x.com/richwgalvin/status/1844677870482055361
MakerDAO Founder, Rune, Borrowing Against his MKR, and Now Withdrawing from Governance Staking to Shore Up His Positions
MKR price had plummet 33% since rebrand, the bigger concern now is Rune's MKR borrowing and his large governance stake withdrawals
Source: https://x.com/imperiumpaper/status/1844741999036862814?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arkham Intelligence Plans to Launch a Derivatives Exchange Next Month: Report
Arkham’s new derivatives exchange will attempt to compete with giants like Binance for retail investors
Source: https://www.theblock.co/post/320721/arkham-intelligence-plans-to-launch-a-derivatives-exchange-next-month-report?utm_source=telegram1&utm_medium=social
October 10th~ Rollup
🐚 Research and Ideation 💡
- Hayden Adams: Unichain Will be the Best Home for DeFi
- Dan Elitzer | Nascent: The Inevitability of UNIchain (2022)
- ZachXBT Investigates UK’s Faris Ali in Alleged $4.3M Home Invasion Robbery of an X User
- Four Pillars: Restaking Stack: Categorizing the Restaking Ecosystem
- a16z | Justine Moore: Export Your Brain - How I Uploaded Myself to AI
- 0xCygaar: Cool Innovations in Uniswap's L2
- Taiki Maeda: Unichain Will Allow Staking $UNI to Earn Sequencer Revenue
- 100y: Uniswap, Flashbots, and OP-Stack: The Trinity Behind Unichain
- Syndica | Deep Dive: Solana DePIN - September 2024
- Blockdaemon: Distributed Validators for Added Resilience in ETH Staking
- Hyperlane: SVM Expansion - The Landscape Beyond Solana
- 0xkyle__: Shuffle ($SHFL) Thesis TLDR
- jphackworth42: Tether Usage Surges with $50.2M Spent on Gas in the Last 30 Days
- Abstract Summit | Keynote: "No, We Don’t “Just Need More Apps”: Fixing Fragmentation for Web3"
- Abstract Summit | Keynote: "Renzo: The First Chain Abstracted Application"
- zerokn0wledge_: A Deep Dive on Nillion Network
- Sequoia | Generative AI’s Act o1: The Agentic Reasoning Era Begins
🐚 News 📕
- SEC Sues Cumberland DRW for Unregistered Securities Trading
- Cumberland: “We're Ready to Defend Ourselves Again” Against SEC Actions
- Fidelity Confirms 77,000+ Customer Records Were Hacked
🐚 Project Updates 🔔
- Uniswap Introduces UNIchain -a new L2 designed for DeFi
- Flashbot Introduces Rollup-Boost
- Movement Labs Introduces the Open Network (Testnet v2)
🐚 Raises 💰
- Trendies Announces $1.75M Pre-seed, Led by Archetype
Keynote: "Renzo: The First Chain Abstracted Application"
Abstract Summit Token2049
Presented by Kratik Lodham - founding contributor at Renzo
> He shares how Renzo became one of the first and largest chain-abstracted dApps, the challenges faced in implementing chain abstraction, and more
Source: https://www.youtube.com/watch?v=YhFBcwHdSDU
Keynote: "No, We Don’t “Just Need More Apps”: Fixing Fragmentation for Web3"
Abstract Summit Token2049
Presented by Tabasco - Head of DevRel at Particle Network
> He explores why simply building more apps isn’t the solution for achieving consumer adoption in Web3. He dive into the root issues of fragmentation and how chain abstraction will help
Source: https://www.youtube.com/watch?v=e7apIh7prwo
Trendies Announces $1.75M Pre-seed, Led by Archetype
Trendies is a community launchpad built on Base for holders, where holders are rewarded for being active in their communities.
Source: https://x.com/trendiestech/status/1844423731785142425?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Hyperlane: SVM Expansion - The Landscape Beyond Solana
With the growing number of modular blockchains being developed, more teams are looking to harness the power of the SVM for building highly performant networks.
> Explore the expanding SVM L2 landscape beyond Solana and what's next 👇
Source: https://x.com/hyperlane/status/1844457532808626401?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockdaemon: Distributed Validators for Added Resilience in ETH Staking
DVs add greater resilience to Ethereum staking by distributing the validator key across various servers
> This article explains why, the benefits of DVs, and Blockdaemon's role in testing this technology
Source: www.blockdaemon.com/blog/distributed-validators-for-added-resilience-in-eth-staking?utm_medium=email&_hsmi=328596628&utm_content=328596628&utm_source=hs_email
100y: Uniswap, Flashbots, and OP-Stack: The Trinity Behind Unichain
a quick breakdown of the key features of Unichain:
> TEE, Priority Ordering, MEV-tax
> Flashblocks, Unichain Validation Network
Source: https://x.com/100y_eth/status/1844410064880402794?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Unichain Will Allow Staking $UNI to Earn Sequencer Revenue
source: https://x.com/taikimaeda2/status/1844363706798571828?s=46
a16z | Justine Moore: Export Your Brain - How I Uploaded Myself to AI
“taking the context that exists in your head (unstructured data), and translating it into a format that can be understood”. Now possible with LLMs
> This is basically tapping into your AI brain.
> Using AI e.g ChatGPT as a "digital brain" to keep record of our thoughts like a digital journal or therapy notes and use that past experience to guide our decision-making and understand oneself
Source: https://a16z.com/export-your-brain-with-ai/
Cumberland: “We're Ready to Defend Ourselves Again” Against SEC Actions
Source: https://x.com/cumberlandsays/status/1844424478660624806?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Good Game Podcast: Q4 State of the Crypto Market
Discussion:
> Murad, his tactics, and getting doxxed
> Kamala On Crypto?
> BTC vs. ALTs vs. Memecoins
> Moonshot & Coinbase Wallet App Store Rank
> Where Are We in This Cycle?
> Shitcoins, Gambling, and more
Source: https://www.youtube.com/watch?v=1gOqcUD81xc
0xENAS: Ethena - The Trillion Dollar Crypto Opportunity
> Scaling its yield-bearing stablecoin to $3bn in a matter of months, no other stablecoin has grown as quickly as USDe since inception.
> Having withstood the test of extreme market volatility with no issues, it now looks to go after the largest market in crypto - Tether's $160b lunch👇
Source: https://x.com/0xenas/status/1844756962854212024?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Syndica: Deep Dive: Solana DeFi - September 2024
> SOL locked in DeFi has reached a new ATH of 36M.
> 78% of SOL locked in DeFi protocols is allocated to spot and perp DEXes
> As of September, 7.2% of the total SOL staked is in liquid staking, a new ATH.
> Sanctum pushed liquid-staking TVL to a new ATH of 28M SOL.
> CEX LSTs now account for 3.2% of the total LST market share.👇
Source: https://x.com/Syndica_io/status/1844734270037803449
Steady Lads Podcast: Is the Memecoin Supercycle Upon Us? w/ Murad
This episode covers:
> The Memecoin Movement
> Being Doxxed By ZachXBT
> Memecoins vs NFTs
> Speculation First, Tech Second
> Murad’s strategy for this cycle, and more
Source: https://www.youtube.com/watch?v=Q--vX_FL5yg
Binance Pre-Market is Live!
Buy & Sell Launchpool tokens before they’re listed.
jointly launched by Binance Spot and Launchpool
> Users can divest their proceeds from Launchpool rewards through spot trades or acquire tokens in advance of the official spot listing.
Source: https://x.com/binance/status/1844681318082170934
zerokn0wledge_: A Deep Dive on Nillion Network
Nillion's MPC protocol offers superior privacy, efficiency, and scalability for blockchain use cases than any other MPC solution in the market.
> This post provides a deep dive into Nillion, the need for privacy in AI, Nillion’s MPC and why it matters, and more
Source: https://x.com/zerokn0wledge_/status/1844425775115637145?s=46&t=LqJgJfWjl0dXj8hmReuSuw
Sequoia | Generative AI’s Act o1: The Agentic Reasoning Era Begins
As the LLM market structure stabilizes, the focus is shifting to the development and scaling of the reasoning layer
> This layer aims to endow AI systems with deliberate reasoning, problem-solving and cognitive operations at inference time that go beyond rapid pattern matching.
> This essay explore how the consolidation of the foundational LLM layer has set the stage for the race to scale these higher-order reasoning and agentic capabilities
Source: https://www.sequoiacap.com/article/generative-ais-act-o1/
Tether Usage Surges with $50.2M Spent on Gas in the Last 30 Days
> This makes up 37% of all application gas spend across chains in the Past 30 Days
> Majority of usage is happening on Tron, with only $4.7M happening on Ethereum which is ~7% of Ethereum’s app gas
Source: https://x.com/jphackworth42/status/1844043118448111653?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xkyle__: Shuffle ($SHFL) Thesis TLDR
picture thread👇
Source: https://x.com/0xkyle__/status/1844454804128661669
Movement Labs Introduces the Open Network (Testnet v2)
> Testnet v1 recorded - 350M txns, 8m active addresses, and over 55 apps live
> Testnet v2 will bring multiple rpcs providers, enhanced indexing and data infra, teams running their own nodes and more. Mainnet coming soon
Source: https://x.com/rushimanche/status/1844427300873630146
Syndica | Deep Dive: Solana DePIN - September 2024
> VC investment into Solana DePIN surged in September
> Notable raises: Pipe network, Project zero, Starpower, and more
> Demand for Helium Mobile reached an ATH.
> Helium Mobile increased hotspots for offload subscribers by 48x.
> Roam by Metablox reached an ATH in registered users and new WiFi👇
Source: https://x.com/syndica_io/status/1844397565720265127?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Fidelity Confirms 77,000+ Customer Records Were Hacked Including License, SSN, and Personal Information
Source: https://x.com/WatcherGuru/status/1844505463872004321
0xCygaar: Cool Innovations in Uniswap's L2
> UNI staking to power sequencer validation
> Preconfs from builders, leading to lower latencies
> Protection from transaction reverts
> Proposer builder separation powered by TEE block builders
Source: https://x.com/0xcygaar/status/1844377718479257864?s=46
Flashbot Introduces Rollup-Boost - a Verifiable Block Building Platform for Rollups
enabled by TEE Technology
co-designed with Uniswap Labs and OP Labs
will power the upcoming UNIchain
Source: https://writings.flashbots.net/introducing-rollup-boost
SEC Sues Cumberland DRW for Unregistered Securities Trading
Source: https://www.sec.gov/newsroom/press-releases/2024-169