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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
Sandraaleow: Consumer AI Apps Series - Virtuals Protocol and Luna
> The rise of AI agent memecoins
> How Virtuals Protocol is positioned to be the leading AI agent play in crypto, and more
Source: https://x.com/sandraaleow/status/1849780682463351267?s=52&t=txFAbiSPTdLLDlAYj9X_AA
“The Ticker is ETH”
Lol… Show some respect
Source: https://x.com/vitalikbuterin/status/1849966287470067733?s=52&t=txFAbiSPTdLLDlAYj9X_AA
USUAL: A New Standard for Governance Tokens
USUAL is a token designed to grow alongside USD0, providing yield, growth exposure and long-term value.
> Unlike traditional stablecoins and yield-bearing assets that limit user benefits, USUAL offers access to both yield and growth👇
Source: https://usual.money/blog/usual-where-yield-meets-growth
Atoma: Privacy-Preserving Decentralized AI with Confidential Computing
Atoma network is exploring private AI inference using Trusted Execution Environments (TEEs) in a decentralized AI setting.
> This paper discuss privacy protection based on Confidential Computing (CC) in the Atoma Network, which aims to decentralize Artificial Intelligence
Source: https://x.com/Atoma_Network/status/1848757279048249544
US Treasury Has Considered Sanctioning Tether: WSJ
Source: https://x.com/tier10k/status/1849873070510776598
Solana is Now Live Arkham
Arkham now supports on-chain data on the Solana blockchain
Source: https://x.com/ArkhamIntel/status/1849844726519800027
The Hyper-Encrypted Internet - A Look at “Arcium”
“Arcium allows users to encrypt everything while still being able to compute anything”
> Arcium introduces a decentralized, global supercomputer that revolutionizes the internet by enabling the secure execution of any computation on fully encrypted data👇
Source: https://x.com/yrschrade/status/1849581803214172646?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 24th~ Rollup
🐚 Research and Ideation 💡
- Kaito: Truth Terminal's Mindshare Has Flipped Murad's
- Coinbase Ventures: Demystifying the Crypto x AI Stack
- Ryan Watkins | Syncracy: The Speed Trap – A Meditation on Markets
- Mert: Solana Reaches Another ATH in Total Economic Activity
- Sergio Gallardo: Crypto’s Incentive Misalignment Problem
- Insights4 vc: Pump.Fun's $150M Windfall: Innovation or High-Stakes Gambling?
- Accrue: How Agents x Stablecoin Could Propel the African Market
- Stratos: State of Crypto Venture - Q3 2024
- Infrared: Why We’re Betting on Proof of Liquidity
- Robbie Petersen: The Vertical Integrators: Ethena, Hyperliquid, and Uniswap
- phtevenstrong: A Deep Dive on LRT² ($LRT2)
- MegaETH On How they Plan to Provide Sub Milisecond Latency
- Pantera | Mason Nystrom: UNIchain - The Fat App Thesis Renaissance
- Lookonchain: Hackers Attacked US Government Wallet and Stole ~$20.7M!
🐚 Podcast 🎙️
- Blocmates Pod: Interview with Andy Ayrey - the Man Behind Truth Terminal
- The Chopping Block: On Solana's Deposition feat. Anatoly
🐚 News 📕
- Kraken to Launch Own Blockchain Next Year: BBG
- Bloomberg: Polymarket Has Identified User Who Has Bet ~$45M on Trump
🐚 Project Updates 🔔
- Binance Futures Has Announced the Launch of $GOAT Perpetual Contracts
- GRASS Airdrop One will Take Place October 28th, 2024 at 13:30 UTC
- Jito Proposes that 3% of Validator Tips go to the DAO Treasury
Bloomberg: Polymarket Has Identified User Who Has Bet ~$45M on Trump
identified as a French national
“This is what mainstream crypto adoption looks like”
Source: https://x.com/business/status/1849443402581958808?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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/
Propeller Heads: Decentralising the Trade Supply Chain
Complexity centralizes the trade supply chain
A centralized trade supply chain makes defi fragile
We need to decentralize the jobs in the trade supply chain by simplifying solving, LPing, and trading
> This article trace the root causes and limiting assumptions that lead to the current complexities in market making, solving/searching, and onchain trading.
Source: https://www.propellerheads.xyz/blog/decentralising-the-trade-supply-chain
Macro: Israel Starts Bombing Iran
Source: https://x.com/visegrad24/status/1849948192999342501
Elfa: AI x Social Product that Helps Users Keep up with Real-Time Crypto Opportunities
Harness the collective sentiment and perspectives of the smartest traders in crypto space with Elfa
> For alpha feed, token sentiment analysis, smart account analysis, and more
Source: https://x.com/elfa_ai/status/1849761062784274614
Tether CEO Ardoino On WSJ Report Says No Indication That Tether Is Under Investigation
Source: https://x.com/News_Of_Alpha/status/1849876616110829855
Virtual’s AI Agent, Luna, Can Now Employ and Reward Humans Onchain
Source: https://x.com/virtuals_io/status/1849841392241283559?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Devcon Thailand Events Channel:
/channel/shoalfriendsdevcon
Methodology
For each major conference we make a read only channel for our friends to quickly filter for the high signal and best events for the conference. This time we are opening it up to the public.
Like always High signal, low noise
From @shoalresearch, enjoy 🐚
zkTLS in 2 minutes
How it works, why it's important, what problems it solves, companies/projects to check out, and more
Source: https://x.com/dabit3/status/1849789118802215323?s=52&t=txFAbiSPTdLLDlAYj9X_AA
The Chopping Block: On Solana's Deposition feat. Anatoly
This episode answers questions about Solana’s network extensions, Fire Dancer’s speed boost, and whether Ethereum can hold its DeFi crown.
https://www.youtube.com/watch?v=uFYltAm5pwI
Source: https://x.com/_choppingblock/status/1849482934572487158
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