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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
Three Sigma: The Great Return of Options: A New Era for DeFi
The article examines the shifting DeFi options landscape, noting new protocols' growth amidst challenges in competing with dominant perpetuals.
> It highlights both the sector's opportunities and its struggles with product-market fit.
Source: https://x.com/threesigmaxyz/status/1847240124536426705
BlackRock In Talks With Global Crypto Exchanges to Integrate BUIDL as Futures Collateral: BBG
Source: https://x.com/News_Of_Alpha/status/1847310475354091536
1kx: These Are Not the Bots You're Looking For
This article makes a case for bots as a potential tool for engagement and innovation in gaming rather than seeing them as a problem
> “Bots, in the end, are what we make of them”
> “They can be faceless competition, exploiting loopholes and frustrating human players, or they can be integrated into the game’s systems, providing content and creating new opportunities for interaction”
Source: https://mirror.xyz/1kx.eth/a6Ws15tPShkvzCAJtEnDSIK2gHYUCVfGHXDEZKYh45g
Bloomberg: Musk Keeps Paying for X
This piece covers:
> EU is considering treating Musk’s businesses as interconnected, potentially calculating fines for X based on the revenue of his other companies like SpaceX & Neuralink under the Digital Services Act
> Also on Goatseus Maximus, World Liberty Financial, Citadel employee ownership, and more
Source: https://archive.is/DBCjF#selection-1377.0-1377.119
Definalist | UMA - The Fairness Question and the 51% Attack
As Polymarket's bets surpass $2B, questions are raised about UMA's 51% attack and fairness
In theory, a 51% attack is possible on any bet
It is very similar to other chain’s 51% attack concept; Means not impossible but highly improbable👇
Source: https://definalist.notion.site/UMA-The-Fairness-Question-and-the-51-Attack-1221617ce2f580929352e8f2e355ea4a
Post Mortem: Radiant Capital - Rekt II
The multi-chain lending protocol suffered a devastating attack that drained $53m+ from user wallets, as a result of compromised private keys
> Also, this marks the second major incident for Radiant in 2024, following a $4.5 million flash loan exploit earlier this year.👇
Source: https://rekt.news/radiant-capital-rekt2/
Delphi Digital: Decentralized AI Training: Can It Dismantle Centralized Powerhouses?
Top experts debate the potential for open-source, community-driven AI to challenge tech giants
Source: https://www.youtube.com/watch?v=QNtWvF5GNPA
Cointelegraph: Small Language Models’ Impact on AI and Blockchain
Interview with Assisterr CEO - Nick Havryliak
> He talks about the benefits of small language models, decentralized AI and blockchain in AI development.
Source: https://cointelegraph.com/news/small-language-models-impact-on-ai-and-blockchain-interview-with-assisterr
Kraken Launches Wrapped Bitcoin Token kBTC
will be available on both Ethereum and OP Mainnet
Source: https://www.coindesk.com/business/2024/10/17/crypto-exchange-kraken-launches-wrapped-bitcoin-token-kbtc/
Benhwx: On the Upcoming Movement Mainnet Launch in Nov 2024
Team, testnet metrics, benchmarking movement network, and possible airdrop👇
Source: https://x.com/benhwx/status/1846894253177557048?s=52&t=txFAbiSPTdLLDlAYj9X_AA
zkPass Raises $12.5M in Series A Funding Round
zkPass is a zkTLS oracle protocol that brings web private data verifiable on-chain
Source: https://x.com/zkPass/status/1846933023285285014
Chain of Thought | OLAS: Towards a Billion AI Agents
Exploring what OLAS has been building, its current traction, and how it impacts the OLAS token
Source: https://x.com/0xprismatic/status/1846722485628334154?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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
Lessons for Crypto Founders
> Start with a Small Problem or Design Space
> Avoid Consensus Ideas
> Build for a Small Group of Users
> Don't Overbuild; Use Existing Tools to Simulate
> Launch Your Ideas Within 30 Days
> Ask for Feedback Constantly and Iterate the Product👇
Source: https://x.com/lmrankhan/status/1847300722418647432
0xLouisT: Phantom Tokenomics, Inside the Obscure Daedalus Labyrinth
The idea of phantom tokenomics is to illustrate how on-chain tokenomics can present a distorted and inaccurate view of the actual off-chain tokenomics.
> The article emphasizes on the complete lack of on-chain transparency in tokenomics, and also suggests ways crypto founders can enhance transparency
Source: https://x.com/0xlouist/status/1847233306414170168?s=46&t=ywALktyM5ZCyt-zigN5Big
October 17th~ Rollup
🐚 Research and Ideation 💡
- Chain of Thought | OLAS: Towards a Billion AI Agents
- 2077 Research: UniFi - Rethinking the Ethereum Approach to Rollups
- omeragoldberg: Trusting Trust in the Age of AI
- Benhwx: On the Upcoming Movement Mainnet Launch in Nov 2024
- P2 Ventures: Trusted Execution Environments (TEEs) in Appchains
- Anoma Blog: Anoma in Elixir
- Cointelegraph: Small Language Models’ Impact on AI and Blockchain
- Ethena Governance | Proposal: Hyperliquid Ethena Liquidity and USDe Integration
- Delphi Digital: Decentralized AI Training: Can It Dismantle Centralized Powerhouses?
- ML: Entering the Banana Zone
- Rekt: Post Mortem: Radiant Capital - Rekt II
- Insights4 vc: Emerging Trends in Crypto Venture Capital in Q3 2024
- Definalist | UMA - The Fairness Question and the 51% Attack
- repligate: On Truth Terminal, the Infinite Backroom, Claude 3 Opus
- Bloomberg: Musk Keeps Paying for X
🐚 News 📕
- Kraken Launches Wrapped Bitcoin Token kBTC
🐚 Project Updates 🔔
- Jupiter Launches Ape Pro - Memecoin Terminal
- Debridge $DBR Airdrop is Live for Claiming
🐚 Raises 💰
- zkPass Raises $12.5M in Series A Funding Round
On Truth Terminal, the Infinite Backroom, Claude 3 Opus
The focus isn't on memecoins but on how AI-driven semiotic manipulation influences real-world resources
> This piece dives into the chain of events that led to Truth Terminal's creation, granting ToT more autonomy, and more👇
Source: https://x.com/repligate/status/1846313279750394312?s=52&t=21MT9PLwSLuQhAt4zYJiXA
Insights4 vc: Emerging Trends in Crypto Venture Capital in Q3 2024
> In Q3 2024, venture capitalists invested approximately $2.7 billion in crypto and blockchain startups, marking a 10% quarter-over-quarter (QoQ) decline from $3 billion in Q2 2024
> In Q3 2024, Celestia secured $100M for its modular data availability network👇
Source: https://insights4vc.substack.com/p/emerging-trends-in-crypto-venture?r=aaog1&utm_medium=ios&triedRedirect=true
ML: Entering the Banana Zone
Banana Gun ($BANANA) presents a compelling opportunity in the evolving trading bot landscape
> Tokenomics are favourable for holders
> Vertical integration is omega bullish
> “Picks and shovels" play
> Impending growth catalysts, and more
Source: https://c0xswain.substack.com/p/entering-the-banana-zone
Proposal: Hyperliquid Ethena Liquidity and USDe Integration
This proposal request an integration of Ethena's liquidity and hedging engine into Hyperliquid,alongside the addition of $USDe within the L1 upon launch of EVM mainnet
Source: https://gov.ethenafoundation.com/t/hyperliquid-ethena-liquidity-and-usde-integration/268
Anoma Blog: Anoma in Elixir
This article explains why Anoma is built using the Elixir programming language
> Elixir provides the right abstractions to build Anoma according to its specification, and delivers a good developer experience while promising support for future verification.👇
Source: https://anoma.net/research/why-elixir#conclusion
Trusted Execution Environments (TEEs) in Appchains
This post discussed:
> Benefits of appchains like Unichain launching on Superchain
> Why Unichain is Using TEEs
> If TEEs are practical, and the future of TEEs
Source: https://x.com/polygonventures/status/1846528550125416792?s=52&t=txFAbiSPTdLLDlAYj9X_AA
omeragoldberg: Trusting Trust in the Age of AI
“The most dangerous systems aren’t just flawed, they’re the ones we trust without question”
> This post examined the vulnerabilities of LLMs, from historical revisionism to the unchecked spread of misinformation.
> How easily AI systems can be manipulated and how we can rebuild trust in these systems.
Source: https://x.com/omeragoldberg/status/1846909251886764369?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2077 Research: UniFi - Rethinking the Ethereum Approach to Rollups
This post break down the current rollup-centric approach and how UniFi offers a potential solution
> Puffer’s UniFi is a new based restaking rollup design that addresses challenges like transaction revenue loss and provide credible commitments for transaction outcomes.
Source: https://x.com/2077research/status/1846719903325200865?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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