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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
Sergio Gallardo: Crypto’s Incentive Misalignment Problem
“The weak success-exit link in Web3 causes a significant incentive misalignment. Many market participants optimize for short-term returns that do not require a product to be successful in long term”
This article discuss:
> The problem of Incentive Misalignment
> Who Benefits and Who Suffers
> The impact it could have on our industry
> How it could be addressed
Source: https://x.com/sgallardo_9/status/1849436987188490652
Ryan Watkins | Syncracy: The Speed Trap – A Meditation on Markets
on Speculation, Memes, Valuations, and Rising Short-Termism in the cryptoeconomy.
Source: https://www.syncracy.io/writing/speed-trap
Kraken to Launch Own Blockchain Next Year: BBG
Source: https://x.com/News_Of_Alpha/status/1849435719367905344
Truth Terminal's Mindshare Has Flipped Murad's
Source: https://x.com/_kaitoai/status/1849387699657982004
Chaos Labs: Prediction Markets & Crypto 101
The synergy between them arises from crypto's decentralized infrastructure, aligning with the incentives of prediction markets and their value as decentralized truth-finders.👇
Source: https://x.com/chaos_labs/status/1849120990300664123
Dima Khanarin: Chain Abstraction is Still a Myth
“Chain Abstraction is a great vision, but there's one big problem: liquidity rebalancing”
> “The Rebalancing Problem is a Hot Potato tossed between different parts of the stack and nobody's fully solved it yet”👇
Source: https://x.com/dimakhanarin/status/1849111040077791478
Visual Intelligence on iPhone 16 Pro in iOS 18.2
Source: https://x.com/theapplehub/status/1849199569378439529?s=46
YB: The Barbell Approach for Stablecoin Startups
This post analyzes Stripe's acquisition of Bridge, emphasizing how fintech giants like Stripe & PayPal are leveraging stablecoins to streamline payments, and reduce reliance on traditional financial systems
> It explores the implications for both TradFi & DeFi players in the evolving stablecoin ecosystem👇
Source: https://x.com/yb_effect/status/1848858646874378250
Solana Daily Active Wallets Have Skyrocketed with Nearly 10M Wallets Executing 60M+ Txs Over the Last 24 hours
Source: https://x.com/TheTieIO/status/1849148289125683403
Uniswap Integrates Across for In-App Bridging
Uniswap Labs integrates Across' intent-based bridging to enable secure, fast transfers of ETH, stables, and wBTC across 9 chains—all within the Uniswap app.
Source: https://x.com/AcrossProtocol/status/1849106135443202069
October 22nd~ Rollup
🐚 Research and Ideation 💡
- Yash Agarwal on Why Stripe Acquired Bridge for $1.1 Billion
- Three Sigma | Mastering AMMs: A Complete Guide to Automated Market Makers
- Archetype: PETs Day Workshop
- Teng Yan: GOAT - The Gospel of Goatse
- jenniekusu: Memecoins Just Hits Different with AI
- A16z: How An AI Bot Became a Crypto Millionaire
- The Black Swan: House Money
- Particle Network: Chain Abstraction vs Account Abstraction
- Everclear: The Ultimate Chain Abstraction Guide
- Modular Media: Chain Abstraction Educational Series Recap
🐚 Project Updates 🔔
- Anthropic Introduces Computer Use, Improved Claude 3.5 Sonnet, and a New Claude 3.5 Haiku
- Azura: an Onchain Interfacing Layer
- Ostium Labs Introduces “Strategies”
- Pump.Fun Users Can Now Tokenize Videos
🐚 Raises 💰
- Azura Raises $6.9M in a Seed Round Led by Initialized
Nigerian Government Drops Charges Against Binance Executive: BBG
> Binance’s Tigran Gambaryan discharged by court on health grounds
Source: https://x.com/News_Of_Alpha/status/1849035920718090361
Modular Media: Chain Abstraction Educational Series Recap
A break down of the key layers of the Chain Abstraction Stack.
This series cover:
> Introduction to Chain Abstraction
> The Permissions Layer
> The Solving Layer
> The Clearing & Settlement Layer
> The first implementation of Universal Accounts
Source: https://x.com/modularmedia_/status/1846600020809928779
Particle Network: Chain Abstraction vs Account Abstraction
"Not All Abstractions Are Made Equal"
> This article explain the critical differences and dynamics at play between ChA and AA
Source: https://blog.particle.network/chain-abstraction-vs-account-abstraction/
A16z: How An AI Bot Became a Crypto Millionaire
a16z co-founders Marc Andreessen and Ben Horowitz explore the fascinating intersection of AI and crypto, highlighting the rise of Truth Terminal
Source: https://www.youtube.com/watch?v=EKspo1FLj-4
Another ATH for Solana Total Economic Activity
tx fees + mev tips
Source: https://x.com/0xMert_/status/1849477589196288435
Coinbase Ventures: Demystifying the Crypto x AI Stack & Predictions for the Future of Crypto x AI
“A future where agents will have their own crypto wallets to autonomously transact and fulfill user intents, access lower-cost, decentralized compute and data resources, or leverage stablecoins to pay humans and other agents to complete tasks necessary for their overall objective function”
> Crypto x AI stack can be segmented into: Compute, Data, Middleware, and Applications
Source: cbventures/demystifying-the-crypto-x-ai-stack" rel="nofollow">https://paragraph.xyz/@cbventures/demystifying-the-crypto-x-ai-stack
October 23rd~ Rollup
🐚 Research and Ideation 💡
- Vitalik: Possible Futures of the Ethereum Protocol, part 4: The Verge
- 0xBreadguy: WTF is Parallelization?
- Ryan Watkins: Crypto x AI Beginning to Feel Like 2019/20 DeFi
- The Tie: Solana Daily Active Wallets Have Skyrocketed
- winstongch: $FLAVIA (Flavia is Online) - Memecoin with $GOAT Potential
- YB: The Barbell Approach for Stablecoin Startups
- Conduit Research: Data Availability Comparison
- Anatoly on Fundamental Difference Between Solana’s Vision and Ethereum
- Dima Khanarin: Chain Abstraction is Still a Myth
- Garry Tan: The Point of a Startup is to Make Usable Technology for Other
🐚 News 📕
- Nigerian Government Drops Charges Against Binance Executive: BBG
- Apple Hub: Visual Intelligence on iPhone 16 Pro in iOS 18.2
🐚 Project Updates 🔔
- Hyperliquid Lists $GOAT Perps with up to 3x Leverage
- Uniswap Integrates Across for In-App Bridging
Binance Futures Has Announced the Launch of $GOAT Perpetual Contracts Up to 75x Leverage
Source: https://www.binance.com/en/support/announcement/binance-futures-will-launch-usd%E2%93%A2-margined-goatusdt-perpetual-contract-with-up-to-75x-leverage-ff1a4c64f1aa4fef870adc7ef802d700?hl=en
Garry Tan: The Point of a Startup is to Make Usable Technology for Other
> “When you make software, you have to watch at least 10 people use it”
> “Watch your new creation misunderstood by users to reform version 1 into the one that actually works”
> “Watch users and cringe and then fix it”
Source: https://x.com/garrytan/status/1849137742200135761
Anatoly on Fundamental Difference Between Solana’s Vision and Ethereum
“For solana, when a global resource is saturated, price discovery isn’t good”
Source: https://x.com/aeyakovenko/status/1847311942215680347?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Conduit Research: Data Availability Comparison
Analysis of DA activities to see what rollups pay to post one MB of data on Celestia vs Ethereum blobs
Source: https://blog.conduit.xyz/data-availability-costs-ethereum-blobs-celestia/
$FLAVIA (Flavia is Online) - Memecoin with $GOAT Potential
“Trevor McFedries, the creator of Lil Miquela, is behind this project”
Currently at 50M MKT CAP
> This post provide informations to get you updated on this memecoin👇
Source: https://x.com/winstongch/status/1848820731368640897?t=LG-VtJGvAby0t7u2e1BjVA&s=19
Crypto x AI Beginning to Feel Like 2019/20 DeFi
“Memecoins aside, decentralized AI is advancing way faster than anticipated”
Source: https://x.com/RyanWatkins_/status/1849089240073744437
Hyperliquid Lists $GOAT Perps with up to 3x Leverage
Source: https://x.com/HyperliquidX/status/1849071650911977878
0xBreadguy: WTF is Parallelization?
A high-level overview of how blockchains aim to increase efficiencies through parallelizing transaction processing. This post answers:
> Why aren't all chains parallel?
> How does Solana do it?
> How are others (Ethereum, Monad) tackling the same problem?
Source: https://x.com/0xBreadguy/status/1848764110126862819
Vitalik: Possible Futures of the Ethereum Protocol, part 4: The Verge
“Today, running a node is possible on a consumer laptop, but doing so is difficult”
> “The Verge is about changing this, and making fully-verifying the chain so computationally affordable that every mobile wallet, browser wallet, and even smart watch is doing it by default”
Source: https://vitalik.eth.limo/general/2024/10/23/futures4.html
Everclear: The Ultimate Chain Abstraction Guide
discover the intent-based economy and the various solutions that cooperate to bring web3 UX on par with web2👇
Source: https://x.com/EverclearOrg/status/1846923577624236373
The Black Swan: House Money
"House Money Effect" is a behavioral finance phenomenon where investors become more willing to take risks after experiencing gains, treating profits as if they are “house money” rather than their own capital.
> “In reality, none of us know how much time we have. So, wouldn’t it serve us all well to treat a year (or two or five) as if it were house money?”
> “A little extra. Something we didn’t earn, but got to spend anyway”
Source: https://route2fi.substack.com/p/house-money
jenniekusu: Memecoins Just Hits Different with AI
> The Goatse Gospel, blends philosophy, tech, and even religion. It’s more than just hype.
> It’s a deep dive into AI + Crypto culture clashing and creating something viral!
Source: https://x.com/jenniekusu/status/1848652624037605722