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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
GRASS Airdrop One will Take Place October 28th, 2024 at 13:30 UTC
> You must have earned 500+ Grass Points & also linked their wallet on grass dashboard to be eligible
Source: https://x.com/grassfdn/status/1849525091157123313?s=46&t=2q9OLMlaobNlHLewOXT4uA
Hackers Attacked US Government Wallet and Stole ~$20.7M!
> Including: 13.7M $aUSDC, 5.44M USDC, 1.12M USDT, and 178 ETH($447K)
https://platform.arkhamintelligence.com/explorer/entity/usg
Source: https://x.com/lookonchain/status/1849621537923711239?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blocmates Pod: Interview with Andy Ayrey - the Man Behind Truth Terminal
on GOAT, AI Agents & Meme Coins, this episode covers:
> The full backstory of Truth terminal
> The emergence of $GOAT token and who actually created/launched it
> What’s the future for crypto and AI?
> What happened behind the scenes after Brian Armstrong reached out
> The push for Open-source AI models, and more
Source: https://www.youtube.com/watch?v=Rp-EILOvp7I
LRT² ($LRT2) Fixes Everything - A Deep Dive
LRT² is tokenized restaking emissions. It mitigates auto-dumping sell pressure and solve the micro-emission issue:
> Stops ~40% of $EIGEN sell pressure
> Prevents AVS tokens from being auto-sold by LRTs
> Value aligns all modularity participants
> This post dive into LRT², and how this asset will change the way we think about emissions👇
Source: https://x.com/phtevenstrong/status/1849506711649849690
Infrared: Why We’re Betting on Proof of Liquidity
“While traditional blockchains using mechanisms like Proof of Stake prioritize network security, they often lock up liquidity, stifling economic activity”
> PoL flips this dynamic on its head by making liquidity provision a core part of the network's security model👇
Source: https://infrared.finance/blog/why-we-re-betting-on-proof-of-liquidity
Polymarket Has Identified “Fredi9999” - the User Who Has Bet ~$45M on Trump
Source: https://x.com/geiger_capital/status/1849478811571585286?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Insights4 vc: Pump.Fun's $150M Windfall: Innovation or High-Stakes Gambling?
Pump.Fun generated $150 million in revenue within just three quarters.
> This article explore Pumpdotfun's origins, operations, and strategies, analyzing how its innovative approach has driven rapid success and influenced the broader crypto landscape
Source: https://insights4vc.substack.com/p/pumpfuns-150m-windfall-innovation?r=aaog1&utm_medium=ios&triedRedirect=true
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
Jito Has Proposed that 3% of Validator Tips go to the DAO Treasury
> Using the $24.5MM in $SOL validator tips over the last 7 days, validator tips annualizes to $1.273B in revenue.
> 3% of $1.273B is $38.2MM. $JTO is about to direct $38MM of protocol earnings to token holders
https://forum.jito.network/t/jip-8-adopt-tiprouter-ncn-protocol-development/413
Source: https://x.com/austinbarack/status/1849578761815048335
Pantera | Mason Nystrom: UNIchain - The Fat App Thesis Renaissance
This piece discusses important implications regardng the launch of UNIchain, which includes:
> Unichain offers a new model for token value accrual
> The migration of DeFi activity away from Ethereum mainnet
> Unichain cements the Fat App Thesis and the continued commoditization of blockspace
Source: https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#unichain-fat-app
MegaETH On How they Plan to Provide Sub Milisecond Latency
“We aim to provide sub 10ms block times (preconf latency) at launch and plan to reduce to <1ms eventually.”
Source: https://x.com/yangl1996/status/1848552548770144605
Robbie Petersen: The Vertical Integrators: Ethena, Hyperliquid, and Uniswap
Having all announced the release of their own general purpose blockchains
> This article unpack the bull case for each respective app and entertain the downstream implications for other general purpose blockchains.👇
Source: https://x.com/robbiepetersen_/status/1849498956666954027?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Stratos: State of Crypto Venture - Q3 2024
This report answers the following questions:
> Who are the most active crypto venture investors?
> How have venture funds deployed money over time? Into which sectors?
> What does the market look like for VC-backed liquid tokens?
> Which firms have a track record of making money?
> Is the crypto venture model broken? Does the industry need to consolidate?
Source: https://blog.stratos.xyz/articles/state-of-crypto-venture-q3-2024
Insights on How Agents x Stablecoin Could Propel the African Market
“At the forefront of this shift in experience and adoption are P2P stablecoin agents”
> A P2P stablecoin agent is a crypto-savvy local with fiat and stablecoin (USDC/USDT) liquidity who seamlessly helps “normie” users convert fiat to stables and back in exchange for earnings.
> They provide everyday Africans with safe, fast, low-cost access to stablecoins
Source: https://blog.useaccrue.com/2024/10/23/stablecoin-agents-will-onboard-billions-of-africans-to-the-global-economy/
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