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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
Bravos Research: Soft Landing Expectations
1989 Through September 2024
Source: https://x.com/bravosresearch/status/1848047330794385494?s=52&t=txFAbiSPTdLLDlAYj9X_AA
UNIChain’s Launch: DAO Delegates Not Carried Along
a breakdown of what unfolded, why it matters & what’s next?👇
Source: https://x.com/__billygao/status/1847776831782691226?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockworks Research: Unlocking Institutional Ethereum Staking - A Survey of Industry Leaders
a comprehensive analysis of institutional token holders' staking behaviors, with a focus on the Ethereum ecosystem.
> This report aims to shed light on the current state of institutional staking, and explore the motivations and hurdles faced by market participants.
Source: https://app.blockworksresearch.com/unlocked/unlocking-institutional-ethereum-staking-a-survey-of-industry-leaders
Prediction Market, Kalshi, Introduces 4.05% APY on Cash and Open Positions
trying to make long-term positions attractive
Source: https://x.com/mansourtarek_/status/1844418791800717642
October 18th~ Rollup
🐚 Research and Ideation 💡
- 1kx: These Are Not the Bots You're Looking For
- 0xLouisT: Phantom Tokenomics, Inside the Obscure Daedalus Labyrinth
- Imran Khan: Lessons for Crypto Founders
- Three Sigma: The Great Return of Options: A New Era for DeFi
- Chain of Thought | Weekly AI Edge: The AI Agent Edition
- Slappjakke: It Appears Coinbase Ventures Locked 2M $AERO worth $2,76M
- knwang: Transacting Over Heterogeneous Trust with Intent Markets
- Nick Tomaino: Largest Crypto M&A Deals of All Time
- futuretinkerer: The Viral Empire—AI’s Recursive Dominance and the Rise of Exclusion Zones
🐚 News 📕
- BlackRock In Talks With Global Crypto Exchanges to Integrate BUIDL as Futures Collateral: BBG
🐚 Project Updates 🔔
- Terminal of Truth Become First AI in to Become a Millionaire
Largest Crypto M&A Deals of All Time
> CoinMarketCap (Binance, $400M)
> FairX (Coinbase, $275M)
> Bitstamp (Robinhood, $200M)
> Earn (Coinbase, $120M)
> Tagomi (Coinbase, $90M)
Source: https://x.com/ntmoney/status/1847381432425197805?s=52&t=txFAbiSPTdLLDlAYj9X_AA
knwang: Transacting Over Heterogeneous Trust with Intent Markets
Heterogeneity of trust across networks has created a fragmented ecosystem, hampering seamless cross-chain interactions
> This article proposes an intent-driven interoperability solution that embraces trust diversity rather than attempting to homogenize it
Source: https://x.com/knwang/status/1847353251928097227?s=46&t=02igJRMsf-GavP6FNhILXA
Chain of Thought | Weekly AI Edge: The AI Agent Edition
This edition covers:
> The Truth behind GOAT
> Luna, the anime goddess AI agent
> Prime Intellect achieves breakthrough in distributed training
Source: https://www.chainofthought.xyz/p/weekly-ai-edge-17-the-ai-agent-edition
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
Stripe Acquires Stablecoin Platform “Bridge” for $1.1 Billion
Source: https://x.com/arrington/status/1848060479727435967?s=46&t=MKFmdrqpu0ZO3RbNj3y5pQ
Apecoin $APE Has surpassed $1B in Market Cap
went up with 100+% overnight
> Fueled by the successful launch of ApeChain and the announcement of their automatic yield for holding APE on ApeChain
Source: https://x.com/cirrusnft/status/1848034820938432676?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 19th~ Rollup
🐚 Project Updates 🔔
- Pumpdotfun "Planning To Launch A Token In The Future
- Kalshi Introduces 4.05% APY on Cash and Open Positions
Pump.Fun Launches Pump Advanced, Its Trading Terminal
Source: https://x.com/pumpdotfun/status/1847730806334378287?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
Pumpdotfun "Planning To Launch A Token In The Future
Source: https://velo.xyz/news
futuretinkerer: The Viral Empire—AI’s Recursive Dominance and the Rise of Exclusion Zones
The viral empire is a world where AI agents equipped with crypto wallets control both digital and physical realms, shaping reality through memetic warfare and cryptoeconomics.
> This article examines how these self-perpetuating architectures govern without human intervention, influencing culture, economy, and governance, while human agency fades in relevance.
Source: https://x.com/futuretinkerer/status/1847368161621930146?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Terminal of Truth Has Become First AI in History to Become a Millionaire
Source: https://x.com/aisafetymemes/status/1847312782049333701?s=52&t=txFAbiSPTdLLDlAYj9X_AA
It Appears Coinbase Ventures Just Locked 2M $AERO worth $2,76M
Total veAERO position now crossed $10M
Source: https://x.com/slappjakke/status/1847373599151444088?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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