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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
Teng Yan: Crypto AI: A F**King Big Opportunity (Part I)
This article discuss why Crypto AI is the sector to watch and an incredible underdog opportunity
TLdr:
> Many still dismiss Crypto AI as vaporware
> Crypto AI tokens at just 2.9% of total alt MC
> AI is advancing exponentially
Source: https://www.chainofthought.xyz/p/crypto-ai-a-f-king-big-opportunity-part-i
ORA Protocol: AI Settlement Oracle
This article explore the limitations of current prediction market resolution mechanisms
> It proposes a new architecture that integrates decentralized, verifiable AI to mitigate the risks of economic manipulation and inaccurate decision-making in market resolution.
Source: https://mirror.xyz/orablog.eth/VlrdcPu7aUJkYUCiiPobUTxPsxoiSqL2dKZMAyHOZYU
Delphi Digital: Crypto x AI Month - A Debate On Bittensor
W/: Nick Hotz (Tangent), Sami Kassab (OSS Capital), and Seth Bloomberg (Messari)
This conversation covers:
> BitTensor's core mission and how it aims to decentralize AI development
> The network's structure, including subnets, miners, and validators
> TAO tokenomics and the upcoming Dynamic TAO upgrade
> Challenges and potential solutions in incentive mechanism design
> Comparisons with traditional AI development models, and more
https://www.youtube.com/watch?v=VwhhpRmMUXk
Source: https://x.com/Delphi_Digital/status/1846576958156452206
Archetype | Proof is in the Pudding: on zkTLS
This talk covers:
> The different technical approaches to zkTLS
> How it works with other PETs like TEEs & MPC
> How it enables verifiable offchain data for blockchains
Source: https://x.com/archetypevc/status/1846582649357251036
Raising New Crypto VC Funds Harder Than Ever
> Last quarter, crypto VC fund managers experienced a challenging fundraising environment with the fewest new funds (8) raising the least money ($140m) since Q3 2020
Source: https://x.com/intangiblecoins/status/1846205495100457405
0xfoobar: Levered Prediction Markets Shouldn't be Possible
“Because leverage only works when price movements are smooth enough & liquidity is deep enough that liquidations can happen profitably”
> Leveraged prediction markets are problematic due to their binary outcomes, causing sharp, discontinuous price jumps, especially during events like Election Night.
Source: https://x.com/0xfoobar/status/1846550218021421259
dYdX Launches TRUMPWIN-USD Prediction Market
> This integration will give users the opportunity to bet on the US election with leverage.
> You can go long or short with up to 20x leverage
> You can place either a yes or no bet on a market, with each market either settling to $0 or $1
> The price of the bet is the price it costs.
Source: https://x.com/Route2FI/status/1846541107745669470
Hyperlane x Velodrome Introduces “Superlane”
Superlane is an interoperability layer that brings you Optimism Superchain interoperability early!
> Available in November
Source: https://x.com/hyperlane/status/1846585868360077446
Alex Nezlobin: Why Timeboost is Worse for LPs than a Comparable PGA
“To make Timeboost equivalent to a PGA in terms of LP returns, one would have to make the boost amount smaller than the PGA slot time”
This post explain:
> Why Timeboost of 200ms is worse than a PGA over 200ms
> Why Timeboost is significantly worse than a PGA over the same time.
Source: https://x.com/0x94305/status/1846320871033512275
October 15th~ Rollup
🐚 Research and Ideation 💡
- Ethresearch: Comparing Two Hash Functions for Multi-Party Computation and ZK
- Decentralised Co: Does Crypto Matter?
- Polymarket: Trump's Lead Over Kamala Set Another Record High
- Archetype on their Investment in Opacity
- DeFiant: Memecoins are Moving from Ethereum to Solana to Access Moonshot App
- Greythorn Asset Manager | Drift’s Path to Dominance: Exploring Its Market Potential
- Galaxy Research: Crypto & Blockchain Venture Capital – Q3 2024
- AISafetyMemes: AI-Created Meme Sparks $150M Crypto Boom
- Arthur Hayes: Persistent Weak Layer
- Haseeb: The Intersection of Crypto and AI will Even Get Weirder
- 2077 Research: An Introduction to Local Fee Markets
- fozzydiablo: Data Suggests Single Entity Bought $26M in Trump-Related Bets on Polymarket
- MikeSilagadze: Cardinal sins of crypto VCs
- YB: The Dark Knight of Consumer Crypto
- Semi Analysis: Datacenter Anatomy Part 1: Electrical Systems
- OmniscientAsian: Infrastructure vs Applications
🐚 Podcast 🎙️
- Proof of Coverage Pod: Geodnet Goes Multichain and Expands to Solana
🐚 News 📕
- Tesla Transfers $225 Million Worth of Bitcoin To Unknown Wallets: Arkham
- Bitwise Crosses $5B in AUM, Up 400% in 2024; Appoints Luis Berruga as Advisor
🐚 Project Updates 🔔
- CAP Labs: Stablecoin Engine to Save DeFi from Self-Consuming Designs
- GEOD Token is Now Natively Multichain and Expands to Solana
- =nil; Foundation Integrates Uni V2 on Devnet
- Pocket Waifu $WIFE Crosses the 100K Milestone
- Perplexity for MacOS Now Available for Pre-Order
🐚 Raises 💰
- Opacity Raises $12M Seed Round
- Predicate Raises $7M
zkTLS as a Game Changer, Merging Crypto Incentives with Web2 Behaviors
Source: https://x.com/jai_bhavnani/status/1846337722031706450?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Semi Analysis: Datacenter Anatomy Part 1: Electrical Systems
A dive into the electrical system of AI Datacenters and exploring how Gigawatt clusters will impact traditional supply chains.
> Discussing key equipment suppliers such as Vertiv, Schneider Electric, and Eaton and the impact of AI on their business
Source: https://www.semianalysis.com/p/datacenter-anatomy-part-1-electrical
Sums up Some of the Frustrating Experiences Founders Face when Dealing with VCs
Source: https://x.com/mikesilagadze/status/1846378433217237359?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Data Suggests Single Entity Bought $26M in Trump-Related Bets on Polymarket
A look at the betting activity of Fredi9999, PrincessCaro, Michie, and Theo4
Source: https://x.com/fozzydiablo/status/1846369866091319743?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Haseeb: The Intersection of Crypto and AI will Even Get Weirder Than This
Source: https://x.com/hosseeb/status/1846229158026006884
EarnOS Partners with Opacity Network
To bring Highly Targeted, Privacy-First Advertising to brands Using zkTLS Technology
> This partnership will bring the values of Web3 to the mainstream through privacy, data sovereignty & economic redistribution.
Source: https://x.com/earnos_io/status/1846492559931228282
Shoal Research: Virtuals Protocol: Launching AI Agents with the Pumpdotfun Model
The merging of memes & AI agents has accelerated quickly in the last week, highlighted by the AI Agent Truth Terminal promoting its own memecoin $GOAT
> As an app layer, Virtual protocol has adopted the Pumpdotfun token launch model and integrated it for AI agents, effectively combining the viral appeal of memecoins with intelligent agents.
> In this report, we dive into memes, and how Virtuals Protocol is shaping the new form of digital engagement & tokenized intelligence with AI Agent
www.shoal.gg/p/virtuals-protocol-launching-ai-agents
Source: https://x.com/Shoalresearch/status/1846576726014562606
MEV Capture Through Time-Advantaged Arbitrage
This paper analyze the optimal strategy for a time advantaged arbitrageur and compare the profits generated by various MEV extraction methods.
> It explore how AMMs can be adapted in the time advantage setting to capture a portion of the MEV
Source: https://x.com/kakia1989/status/1846165183145680950?s=52&t=txFAbiSPTdLLDlAYj9X_AA
a16zcrypto: State of Crypto Report 2024
Shares insights on key trends like stablecoins, L2s, and AI, plus crypto’s rise as a hot policy issue, new data on builders and users, and much more.
https://a16zcrypto.com/posts/article/state-of-crypto-report-2024/
Source: https://x.com/a16zcrypto/status/1846586491171975681
Update on Fredi9999: The Alleged Entity Behind Trump’s Price Surge on Prediction Markets
> “Fredi is not just loading up his account and making bets”
> “Fredi9999 is, I believe, creating new Polymarket accounts so it doesn't look like a single trader”
> “Fredi9999 the OG account, second account PrincessCaro, third account Michie, and the most recent account Theo”👇
Source: https://x.com/Domahhhh/status/1846597997507092901
Total Exploited is Up to $51.5m Now
Revoke these contracts ASAP:
> 0xF4B1486DD74D07706052A33d31d7c0AAFD0659E1 -Arbitrum
> 0xd50Cf00b6e600Dd036Ba8eF475677d816d6c4281 -BSC
> 0x30798cFe2CCa822321ceed7e6085e633aAbC492F -Base
> 0xA950974f64aA33f27F6C5e017eEE93BF7588ED07 -Eth Mainnet
Source: https://x.com/officer_cia/status/1846613663160918077
🚨 Radiant on BSC Seems to be Exploited
please be cautious
Source: https://x.com/anciliainc/status/1846605867753591002?25=
Ethresearch: What Happened to Our Decentralized Private New Internet?
One of the most pressing challenges of DeFi is the balance between confidentiality and compliance.
> This post explain how privacy as a concept is largely misunderstood, and the need to balance it with compliance
> It also delve into how different cryptographic methods such as MPC/threshold decryption can be used to create compliance frameworks that can help selectively disclose information if needed
Source: https://ethresear.ch/t/what-happened-to-our-decentralized-private-new-internet/20657
Pierre Rochard: Guessing Elon Musk is Going to Use the BTC as Collateral to Borrow
Source: https://x.com/BitcoinPierre/status/1846385502401777710
Perplexity for MacOS Now Available for Pre-Order
Source: https://x.com/fffabs/status/1846247092294996207
OmniscientAsian: Infrastructure vs Applications
While infrastructure projects continue to announce large, eight-figure seed rounds, dapp creators still face challenges in securing funding.
> However, this cycle, with memes and sniping bots success, this demonstrates that applications can generate revenue even without relying on a token.
> Initial Foundation collaborate with each appchain to foster & ensure a strong foundation for success.👇
Source: https://x.com/OmniscientAsian/status/1846115255757558049
YB: The Dark Knight of Consumer Crypto
On the implications of web proofs & why it should be a no brainer for any consumer crypto founder to be brainstorming how to incorporate zkTLS tech in their product and distribution strategy.
Source: https://terminallyonchain.xyz/zktls
Pocket Waifu $WIFE Crosses the 100K Milestone
A seductive tap-based game where the more you tap, the more your waifus undress
> ARPPU: $5.20; RR1: 29%; RR7: 16.75%
> Marketing Spend: $0.00
> Total Revenue: $20,200
> Total Transactions: 17,600
Source: https://x.com/RealCoreyWilton/status/1846254047789195508
2077 Research: An Introduction to Local Fee Markets
Local fee markets are useful not only to ensure that transactions pay for the state that they access but they also ensure the most efficient use of blockspace
> This post provides a thorough introduction to the local fee markets, how and why they work, and the benefits that come with implementing local fee markets.
Source: https://x.com/2077research/status/1846309565295706190?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Arthur Hayes’s New Essay “Persistent Weak Layer”
He walks readers through the analysis he employs to position his crypto portfolio, taking into account the risk of an escalation of the Israel / Iran war.
Source: https://cryptohayes.substack.com/p/persistent-weak-layer?r=aaog1&utm_medium=ios&triedRedirect=true