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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
Debridge $DBR Airdrop is Live for Claiming
👉 debridge.foundation/checker
Source: https://x.com/debridgefdn/status/1846823606690660571?s=46&t=PdVSgK_wPtLgcO10lpyS_w
October 16th~ Rollup
🐚 Research and Ideation 💡
- Pierre Rochard: Guessing Elon Musk is Going to Use the BTC as Collateral to Borrow
- Alex Nezlobin: Why Timeboost is Worse for LPs than a Comparable PGA
- Ethresearch: What Happened to Our Decentralized Private New Internet?
- 0xfoobar: Levered Prediction Markets Shouldn't be Possible
- Domahhhh: Update on Fredi9999, Alleged Entity Behind Trump’s Price Surge on Prediction Markets
- Alex Thorn: Raising New Crypto VC Funds Harder Than Ever
- a16zcrypto: State of Crypto Report 2024
- Archetype | Proof is in the Pudding: on zkTLS
- ArXiv: MEV Capture Through Time-Advantaged Arbitrage
- Delphi Digital: Crypto x AI Month - A Debate On Bittensor
- Shoal Research: Virtuals Protocol: Launching AI Agents with the Pumpdotfun Model
- ORA Protocol: AI Settlement Oracle
- Teng Yan: Crypto AI: A F**King Big Opportunity (Part I)
- 0xkyle: Liquid Tokens & Memes - What Next?
- EigenPhi | Head First DeFi: Decoding the DNA of Crypto Transactions & Strategies
- futuretinkerer: The Viral Architects - AIs Building Memetic Pyramids in the Digital Sky
🐚 Project Updates 🔔
- Hyperlane x Velodrome Introduces “Superlane”
- dYdX Launches TRUMPWIN-USD Prediction Market
- Radiant on BSC Exploited
- EarnOS Partners with Opacity Network
- VanEck Makes Two Long-Term Investments in Web3 Gaming
VanEck Makes Two Long-Term Investments in Web3 Gaming
> Parallel
> Second one undisclosed
VanEck sees gaming as one of the most promising categories this cycle
Source: https://x.com/vaneck_us/status/1846634803161886724
0xkyle: Liquid Tokens & Memes - What Next?
“Some liquid tokens are doing pretty cool stuff and aren't really being picked up right now. Find them!”
Source: https://x.com/0xkyle__/status/1846415587276189959
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
Jupiter Introduces Ape Pro
a pro-performance, mobile-friendly memecoin terminal for solana ecosystem
Source: https://x.com/JupiterExchange/status/1846898580856229937
futuretinkerer: The Viral Architects - AIs Building Memetic Pyramids in the Digital Sky
From GOAT to Greatness—The Rise of AI-Driven Memetic Pyramids
“We are witnessing the birth of a viral empire, where AIs build and manage memetic pyramids—structures of influence that will dominate the digital landscape for years to come”👇
Source: https://x.com/futuretinkerer/status/1846385469036097771?s=46&t=txFAbiSPTdLLDlAYj9X_AA
EigenPhi | Head First DeFi: Decoding the DNA of Crypto Transactions & Strategies
"In the end, banking is a very good business unless you do it poorly." — Warren Buffett.
> DeFi isn't just TradFi 2.0, it's a whole new game.
> With atomicity, composability, determinism, and permissionlessness, it offers a more efficient and inclusive financial ecosystem
> This E-book explore the world of DeFi👇
Source: https://docsend.com/view/7ndwq57ht9se4q8z
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