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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
VM Wars: Is The EVM In Trouble?! With Matt Katz of Caldera
Guest: David, Dino, and Rushi
> They discuss EVM scalability, RaaS economics, and the evolution of rollups.
> How Caldera’s RaaS is helping projects scale efficiently by launching customizable L2s and L3s.
https://www.youtube.com/watch?v=dfK1TRzdojM
Source: https://x.com/vmwarspod/status/1849523061277495468
VanEck: Deep Dive into Pyth Network
Pyth Network is a high-frequency oracle leveraging Solana's technology, offering a robust solution for off-chain data sharing for primarily decentralized finance applications (DeFi).
> VanEck’s analysis reveals a striking shift in oracle markets as Pyth leads Total Transaction Volume, a good metric to measure the true market share and usage of an Oracle network👇
Source: https://www.vaneck.com/de/en/blog/digital-assets/deep-dive-into-pyth-network?utm_source=social
Current Presidential Election Odds and Forecasts as of October 30 at 12pm ET
Source: https://x.com/glxyresearch/status/1851667666882212064
Jito (Re)staking is here - Who will win the Solana Restaking Race?
Is it Renzo, Fragmetric, or Kyros?
Jito has partnered with these three VRT providers, together they will share the initial 147,000 SOL cap
> Any user wishing to restake SOL through Jito will need to choose one of these three VRT providers.
> This piece provide information to help make a more informed decision to restake your SOL in terms of: Risk, APY Reward, and Airdrop potential
Source: https://x.com/tradetheflow_/status/1851625091949601179?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 29th~ Rollup
🐚 Research and Ideation 💡
- Delphi Digital | Crypto x AI Event: Investing Frameworks For The Exponential Age
- Vitalik: Possible Futures of the Ethereum Protocol, part 6: The Splurge
- Dragonfly: Q2 2024 Crypto Hiring Insights
- Decentralised Co: Sentient AI Models
- Alliance: On Telegram and The Power of Distribution
- Taran | Stix: TIA - An OTC Story
- Arrakis Finance: The AMM Renaissance: How Offchain Systems Reduce MEV and LVR
- Castle Chronicle: The Success of Delta-Neutral Models with Ethena & Resolv
- Shaughnessy119: On TeeHee
- Robinhood: Presidential Election Market update: Oct 29
- Whitney: What Happens When AIs Have Wallets - A Look at Aethernet
- Superoo7: Technical Analysis of Tee Hee: A TEE-Based Autonomous AI Agent
- Andrew Kang: On Polymarket Data, Why Open Interest Outweighs Volume
🐚 Project Updates 🔔
- Coinbase to Integrate Visa Direct to Deliver Real-Time Account Funding for Customers
- Nous Research x Teleport Presents “TEE_HEE”, Fully Autonomous AI Agent
On Polymarket Data, Why Open Interest Outweighs Volume
“Volume is not a great metric. Open Interest aka the positions traders are in is what really matters”
> This post examines those open positions and provide insights on polymarket
Source: https://x.com/0xboxer/status/1851429858884067571?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Whitney: What Happens When AIs Have Wallets - A Look at Aethernet
Unlike other bots, Aethernet possesses a primitive form of agency, making decisions based on the values of the Higher community, which serve as both its operating system and origin story.
> It has access to crypto payment rails and its own wallet, allowing it to create genuine incentive loops that draw humans into its orbit.👇
Source: whitney/what-happens-when-ais-have-wallets" rel="nofollow">https://paragraph.xyz/@whitney/what-happens-when-ais-have-wallets
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
Jito ReStaking Already Reached $20M TVL
80% of the Cap
Source: https://x.com/tomwanhh/status/1851686765473730928?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Number of Monthly Mobile Crypto Wallet Users Hit an ATH of 29M in June 2024
Source: https://x.com/a16zcrypto/status/1851643152999890996?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MrBeast Investigated for Ties to 50+ Crypto Wallets Linked to Potential Insider Trading, Netting over $23M in Total Profits
This article investigate MrBeast’s activities across his 50+ secret wallets, uncovering insider trading and questionable deals.
https://www.loock.io/blog/mrbeast-investigation
Source: https://x.com/cointelegraph/status/1851615286622814325?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2024 CEX Listing Performance
> Median price performance across all CEXs has dropped between -40% and -70%.
> OKX outperformed Binance, showing relatively less negative returns👇
Source: https://x.com/sjdedic/status/1851200760928756082?s=46&t=ywALktyM5ZCyt-zigN5Big
gAlt: A New Era for the AltVM Community
Source: https://x.com/movementlabsxyz/status/1851429750352593206
Superoo7: Technical Analysis of Tee Hee: A TEE-Based Autonomous AI Agent
“First provably secure AI agent that prevents anyone from accessing the Twitter account after 7 days, using TEE”
> This analysis break down its technical architecture and core components, revealing a surprisingly straightforward yet effective design.
Source: https://superoo7.com/posts/tee-hee/
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