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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
Andrew Kang: The Best Tokenomic Design for a Project is to Not Have Investor Lock Ups
“have as much tokens to be as circulating as possible on Day 1”
“long vests have little impact on investor contribution post TGE”
Source: https://x.com/Rewkang/status/1850542826448445801
Gaunlet Launches hJLP on Solana
> hJLP is designed to neutralize the price risk of the underlying assets via short positions in the risk assets (SOL, ETH, BTC)
> Could maintain 30% APY at up to $30M TVL
Source: https://app.drift.trade/vaults/CoHd9JpwfcA76XQGA4AYfnjvAtWKoBQ6eWBkFzR1A2ui
How to Hedge IL in Uni V2 & V3 Using GammaSwap's Straddle
> Playing purely with Uni (V2 or V3) is like an exchange-risk-with-income game.
> Playing with Uni (V2 or V3) + GammaSwap hedging is like an exchange-cost-with-income game.
> GammaSwap offers a powerful tool to diversify your farming strategy in the uncertain world of DeFi
Source: https://x.com/JasonvuTech/status/1850626133894861213
Apple Deploys Homomorphic Encryption to Help Secure Data in the Apple Ecosystem
Source: https://machinelearning.apple.com/research/homomorphic-encryption
Good Game Podcast: How an AI Became a Crypto Millionaire
Imran and Qiao sat down to discuss:
> Truth Terminal & Crypto AI
> How an AI became a crypto millionaire
> Future of Stablecoins, and more
https://www.youtube.com/watch?v=ngfiwAnO8-8
Source: https://x.com/goodgamepodxyz/status/1849520869791461596?s=52&t=txFAbiSPTdLLDlAYj9X_AA
ai16z: The First AI VC Fund, Managed by Marc AIndreessen
> ai16z simulates Marc Andreessen as a venture capitalist.
> An ai16z DAO was also created, through which it will make investments.
> Can track the fund on daos.fun which serves a similar purpose like pumpdotfun
> It makes its own decisions based on community shills and formulates an investment thesis.
> It ranks those making good calls high while those with bad calls will get shunned
> A chat-based bot (DegenAi) was created to provide investment suggestions to ai16z
> Marc retweeted the ai16z's meme images, which could be seen as a kind of endorsement.
Source: https://x.com/pmarca/status/1850332392340467933?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Jpn_memelord: Can Solana Flip All EVM Chains in Volume?
This post dig in to the quality of pools across top chains to determine if Solana's surge in volume is a sustainable shift or a temporary trend.
> “Much of Solana volume is coming from more illiquid pools; a good chunk of which are from Pump Fun”
Source: https://x.com/jpn_memelord/status/1849865598433726487?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Ethereum’s Renaissance: Reasons Why ETH will Start Winning Again
> Institutions are actually using ETH, not just speculating
> With talks of Ethereum’s death going around, ETH seems like a good contrarian bet
> Ethereum is a winning ecosystem👇
Source: https://x.com/vivekventures/status/1850292397814452274?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Vitalik: Possible Futures of the Ethereum Protocol, part 5: The Purge
The Purge: key goals
> Reducing client storage requirements by reducing or removing the need for every node to permanently store all history, and perhaps eventually even state
> Reducing protocol complexity by eliminating unneeded features
Source: https://vitalik.eth.limo/general/2024/10/26/futures5.html
Sol Strategies Has Transformed into a Solana Validator, HODL Price Soars
“Sol Strategies, formerly Cypherpunk Holdings, has evolved from a crypto holding company into one of the most ambitious Solana validators.
“This transformation has helped the company’s stock price climb 420% in the past month.”
Source:https://cointelegraph.com/market-releases/sol-strategies-aims-to-be-the-top-validator-on-solana-hodl-price-soars
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
hJLP - Delta-Hedged Jupiter Liquidity Provider Strategy (Whitepaper)
hJLP is a hedging strategy on JLP to cover volatility when providing liquidity to Jupiter Liquidity Pool
> Through hedging strategies, hJLP aims to mitigate the inherent price risks faced by liquidity providers while maintaining attractive returns
Source: https://cdn.prod.website-files.com/648bdc0d4b8ce322f27da0af/6717dcaef25617e2c172a389_hJLP_Whitepaper.pdf
AI Trends and the Need for Data Privacy
> Explaining Privacy Enhancing Techniques like MPC, ZKP, and FHE
> A dive into Nillion and its blind compute
Source: https://x.com/taka_eth/status/1847789829645308139
Varun_mathur: This Represent an “HTTPS Moment for AI” in Some Ways
“Your private confidential data can be pooled with other data sources & used to securely improve your UX & that of the wider community without even revealing your private data at all”
> it stays encrypted end-to-end👇
Source: https://x.com/varun_mathur/status/1850502044307562871?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Zaddycoin: Moonshot Printing Press
Moonshot represents a natural progression from memecoins → trading bots → launchpads → pro trading terminals →now, retail-friendly trading apps
> It has onboarded tens of thousands of retail users
> Generated $7M+ in fees last couple of months
> Available on App Store and it supports payment options like Apple Pay (killer use case)
> For referrals, 50% of the fees go to the referrer
Referal link: moonshot.money/?ref=R4Ax04JxwU
Source: https://x.com/zaddycoin/status/1850637848615252342
October 26th~ Rollup
🐚 Research and Ideation 💡
- Vitalik: Possible Futures of the Ethereum Protocol, part 5: The Purge
- VivekVentures: Ethereum’s Renaissance: Reasons Why ETH will Start Winning Again
- Jpn_memelord: Can Solana Flip All EVM Chains in Volume?
🐚 Podcast 🎙️
- Joe Rogan Pod: Interview with Donald Trump
- Empire Pod: The AI Memecoin Meta, ETH vs SOL & Stripe's Bridge Acquisition
Empire Pod: The AI Memecoin Meta, ETH vs SOL & Stripe's Bridge Acquisition
The team dives deep into:
> The phenomenon of AI memecoins,
> The meteoric rise of GOAT and its implications
> Solana's dominance in the current cycle
> Stripe's major $1.1B acquisition of Bridge, and more
Source: https://www.youtube.com/watch?v=7CqB8DwHD9g
Joe Rogan Interview with Donald Trump
Source: https://www.youtube.com/watch?v=hBMoPUAeLnY
October 25th~ Rollup
🐚 Research and Ideation 💡
- nader dabit: zkTLS in 2 minutes
- Yannik Schrade: The Hyper-Encrypted Internet - A Look at “Arcium”
- Atoma: Privacy-Preserving Decentralized AI with Confidential Computing
- Propeller Heads: Decentralising the Trade Supply Chain
- Chorus One: Paladin’s Quest for Fair MEV
- Sandraaleow: Consumer AI Apps Series - Virtuals Protocol and Luna
🐚 News 📕
- US Treasury Has Considered Sanctioning Tether: WSJ
- Tether CEO Says No Indication That Tether Is Under Investigation
- Israel Starts Bombing Iran
🐚 Project Updates 🔔
- Arkham Now Supports On-Chain Data on the Solana Blockchain
- Virtual’s Luna Can Now Employ and Reward Humans Onchain Autonomously
- Elfa: AI x Social Product that Helps Users Keep up with Real-Time Crypto Opportunities
- USUAL: A New Standard for Governance Tokens
- Sol Strategies Has Transformed into a Solana Validator
Chorus One: Paladin’s Quest for Fair MEV
Unaligned MEV is a significant long-term threat to Solana's growth.
> Paladin is an atomic arbitrage bot that has recently emerged
> This article explains Paladin’s architecture, its associated token, and how it could contribute to the whole atomic arbitrage market
Source: https://chorus.one/articles/paladins-quest-for-fair-mev
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