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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
Presidential Election Market update: Oct 29
Source: https://x.com/robinhoodapp/status/1851376568033042745?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Check out links in thread
⚠️ DYOR
Source: https://x.com/zaddycoin/status/1851474153062482062
Coinbase to Integrate Visa Direct to Deliver Real-Time Account Funding for Customers
Source: https://investor.visa.com/news/news-details/2024/Coinbase-to-Integrate-Visa-Direct-to-Deliver-Real-Time-Account-Funding-for-Customers/default.aspx
Arrakis Finance: The AMM Renaissance: How Offchain Systems Reduce MEV and LVR
AMMs are evolving and LP protection will be a key part of the DeFi renaissance. New AMM designs such as HOT are pioneering ways to protect LPs by reducing LVR, relying on offchain systems
> This post explore how offchain systems help AMMs reduce MEV extraction and LVR
Source: https://x.com/arrakisfinance/status/1851308468818362839?s=52&t=txFAbiSPTdLLDlAYj9X_AA
On Telegram and The Power of Distribution
short video👇
Source: https://x.com/alliancedao/status/1850940212266090885
Decentralised Co: Sentient AI Models
Closed-source AI models function as black boxes, users cannot access the underlying code or model weights and this impedes innovation
> Sentient is a protocol that raised a $85m seed round to monetize open source AI
> By combining cryptography with economic incentives, they're enabling developers to monetize their AI models while keeping them open-source.
> This article explore why this challenge is critical to AI's future & Sentient's approach to solving it.
Source: https://www.decentralised.co/p/sentient-ai-models
Vitalik: Possible Futures of the Ethereum Protocol, part 6: The Splurge
The Splurge: key goals
> Bring the EVM to a performant and stable "endgame state"
> Bring account abstraction in-protocol, enabling more secure, convenient accounts for all users
> Optimize transaction fee economics, increasing scalability while reducing risks
> Explore advanced cryptography that could make Ethereum far better in the long run👇
Source: https://vitalik.eth.limo/general/2024/10/29/futures6.html
Delphi Digital | Crypto x AI Event: Investing Frameworks For The Exponential Age
Guest: Raoul Pal - a macro investor
> The conversation explore investment frameworks for an AI-driven future
> Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society.
Source: https://www.youtube.com/watch?v=rX5iMQ3Hrss
Sementic Layer: Accelerate into Autonomous Capitalism
The era of Autonomous Capitalism is here.
Semantic Layer is making it possible with agent-specific sequencing, pushing the boundaries of DeFi into the realm of autonomous capitalism.
> They’ve already deployed GrugBay—an AI-agent-driven NFT issuance and trading platform👇
Source: https://www.semanticlayer.io/blog/9
Blocmates: Everything We Know About AI Running Hedge Fund DAOs
An AI hedge fund DAO works like any other hedge fund, except the money is raised from whoever is willing to take part in the opening sale, and the trading is done by an AI agent instead of fund managers
> This piece explains what an AI hedge fund DAO is, and also dive into ai16z, one of the most popular AI hedge fund DAO👇
Source: https://www.blocmates.com/articles/everything-we-know-about-ai-running-hedge-fund-daos
Trump Crypto Project ‘World Liberty’ Plans to Issue Stablecoin
Source: https://decrypt.co/288636/trump-crypto-world-liberty-financial-stablecoin
Tren Finance | Beyond the Peg: An Analysis of Modern Stablecoin Ecosystems
This report examines the current state of the stablecoin market, analyzing key players, innovative approaches, and the challenges facing the sector
Source: research.tren.finance/beyond-the-peg/
Top Research Tools to Explore (Free & Paid)
Source: https://x.com/defiignas/status/1850941904760058118?s=12&t=txFAbiSPTdLLDlAYj9X_AA
Movement Labs Ecosystem Projects
A compilation of ~190 projects building in the Movement Labs Ecosystem
👉 launchy.app/data/movementlabs-ecosystem
Source: https://x.com/pangestu_karon/status/1850952016417448141?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Shaughnessy119: On TeeHee
> Its credentials were fully setup within the TEE and humans have no access to recover it for 7 days until they decide what to do next.
> First AI Agent with provably no human in the loop
> It was airdropped 53,451,659.128 tokens of TEE so at a price of $0.187 it become a millionaire
Source: https://x.com/Shaughnessy119/status/1851460263465402856
Nous Research x Teleport Presents “TEE_HEE”, Fully Autonomous AI Agent
TEE_HEE ia a truly free fully autonomous AI agent living on X, the agent has exclusive ownership of its own twitter account and an ethereum wallet.
> This article discuss the technical implementation of TEE_HEE and how to deploy your own fully autonomous agent.
Source: https://nousresearch.com/setting-your-pet-rock-free/
Balancing the Stablecoin Ecosystem: The Success of Delta-Neutral Models with Ethena & Resolv
This research report analyzes the evolution of stablecoins, and the establishment of decentralized and on-chain alternatives, offering insights into the future of this class of digital assets.
> The research follows up with a comparative analysis of a newly formed category of delta-neutral backed stablecoins using the case studies of Ethena and Resolv Protocol.👇
Source: https://chronicle.castlecapital.vc/p/balancing-the-stablecoin-ecosystem-the-success-of-delta-neutral-models-with-ethena-and-resolv
Taran | Stix: TIA - An OTC Story
The post analyzes Celestia's October 31 TIA token unlock, forecasting a potential surge in supply and market activity due to OTC trading dynamics and short positions unwinding👇
Source: https://twitter.com/taran_ss/status/1851342973222429171?s=46&t=2q9OLMlaobNlHLewOXT4uA
Dragonfly: Q2 2024 Crypto Hiring Insights
analyzing the crypto hiring market covering:
> Job Market Trends
> Quarterly Job Changes
> Year-over-Year Trends
> Candidate Sentiment
> Remote Work vs. In-Office, Comp
> Portfolio Hiring Trends, and more
Source: https://x.com/zorkary/status/1851021855085453548
October 28th~ Rollup
🐚 Research and Ideation 💡
- Revelo Intel: ai16z - Autonomous Investment DAO?
- 0xprismatic: Recap of Last Week's Crypto AI Highlights
- Circle Research x Inco Launches the Confidential ERC-20 Framework
- Galaxy Research: Current Election Betting Odds & Forecasts
- Bagel: AI Reasoning - The Foundation of Machine Intelligence
- Decentralised Co: Async Execution is Web3's Javascript Moment
- pangestu_karon: Movement Labs Ecosystem Projects
- Ignas | DeFi: Top Research Tools to Explore (Free & Paid)
- Arthur Hayes: Let's Go Bitcoin
- Tren Finance | Beyond the Peg: An Analysis of Modern Stablecoin Ecosystems
- Artemis: Raydium - King Of Solana De-Fi
- ASXN: The Grass Airdrop is Live!
- Blocmates: Everything We Know About AI Running Hedge Fund DAOs
- Sementic Layer: Accelerate into Autonomous Capitalism
🐚 News 📕
- Decrypt: Trump Crypto Project ‘World Liberty’ Plans to Issue Stablecoin
- CCI & Blockchain Association Has Filed a Joint Amicus Brief in Support of Beba & DeFi Education Fund
🐚 Project Updates 🔔
- Jito (Re)staking Phase 1 Begins on October 30th
- Robinhood Launches Presidential Election Betting Market
🐚 Raises 💰
- Gelato Raises $11M in a Series A+ funding Round Led by Hack VC
The Crypto Council for Innovation (CCI) and Blockchain Association Has Filed a Joint Amicus Brief in Support of Beba & DeFi Education Fund Challenging the SEC
“Today, we filed a joint amicus brief to argue that airdropped tokens are not “investment contracts” and don’t qualify as security offerings”
Source: https://x.com/crypto_council/status/1851002652844249282
ASXN: The Grass Airdrop is Live!
On Grass Airdrop, How to Claim & How to Stake
Source: https://x.com/asxn_r/status/1850896482930692120
Artemis: Raydium - King Of Solana De-Fi
Benefiting from the constant flow of memecoin trading and broader DeFi activity, Raydium has solidified itself as a piece of crucial infrastructure within Solana’s ecosystem.
> This article break down Raydium’s place in the Solana ecosystem using a data-driven approach
Source: https://artemisanalytics.beehiiv.com/p/raydium-king-of-solana-de-fi
Arthur Hayes: Let's Go Bitcoin
In this new essay, Hayes explains how China's stimulus will pump trillions of dollar into the financial markets and levitate crypto.
> He explained despite trading restrictions, China's P2P crypto market remains active, with major exchanges supporting local trades.
> Bitcoin's appeal as a hedge against yuan debasement may drive future demand surges.👇
Source: https://cryptohayes.substack.com/p/lets-go-bitcoin
Gelato Raises $11M in a Series A+ funding Round Led by Hack VC, Total Funding Now at $23M
> Gelato has also announced the newly-unveiled “Ink” from Kraken will join as Customer
> Gelato aims to build Web3's most advanced Rollup as a Service (RaaS) Platform
Source: https://x.com/gelatonetwork/status/1850917037079437317?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Robinhood Launches Presidential Election Betting Market Allowing Users To Wager On Harris And Trump
huge! Prediction markets growing stronger
Source: https://x.com/RobinhoodApp/status/1850990957753483310
Decentralised Co: Async Execution is Web3's Javascript Moment
Unlike Sync execution, Async execution decouples consensus from execution to achieve:
> Less waiting
> Low fees
> Better user experience👇
Source: https://x.com/decentralisedco/status/1850944990618534353?s=52&t=txFAbiSPTdLLDlAYj9X_AA