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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
Tiger Research: Chainalysis 2024 Crypto Adoption Index for Southeast Asia and India
A comparative analysis of growth, regulatory developments, and emerging trends from 2023 to 2024
> India maintains its leadership in global crypto adoption
> Indonesia surged from 7th to 3rd place in global crypto adoption
> Southeast Asia showcases diverse crypto use cases
Source: https://reports.tiger-research.com/p/deep-dive-chainalysis-2024-crypto-eng?utm_source=substack&publication_id=1419061&post_id=150990267&utm_medium=email&utm_content=share&utm_campaign=email-share&triggerShare=true&isFreemail=true&r=aaog1&triedRedirect=true
Alliance: ALL13 Demo Day Overview
11 amazing startups graduated to Demo Day from Alliance’s ALL13 cohort👇
Source: https://x.com/alliancedao/status/1852039410310660597?s=52&t=txFAbiSPTdLLDlAYj9X_AA
OpenAI Introduces ChatGPT Search
Get fast, timely answers with links to relevant web sources.
Source: https://x.com/openai/status/1852033101855097151?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Canary Capital Has Filed for a Spot Solana ETF
following in the footsteps of VanEck
Source: https://x.com/EricBalchunas/status/1851732947893735438
Varaiant: Investing in Sapien
Variant has led the seed round for Sapien to expand its decentralized data labeling network.
> With the rapid and continuing advance of AI, labeling demand is outpacing supply
> Sapien team is building a protocol for organizing and compensating human labelers (or “AI workers”) worldwide, including part-time individuals, skilled workers, and even small businesses.
Source: blog.variant.fund/investing-in-sapien
Franklin Templeton: Benji is Now Live on Base
Benji is a “proprietary blockchain-Integrated recordkeeping system"
Source: https://x.com/FTDA_US/status/1851991262422843444
2077 Research: Charting Ethereum's Account Abstraction Roadmap 1
a deep dive into the account abstraction landscape and account abstraction via EOA programmability
Source: https://x.com/2077Research/status/1851659082098147622
Paper: The Policy and Legal Implications of Inclusion Lists
by Proof of Stake Alliance (POSA)
This report explores the policy & legal implications of implementing unconditional inclusion lists on Ethereum, and whether they would make the network more or less credibly neutral.
https://www.proofofstakealliance.org/posa-incl-lists
Source: https://x.com/0xpredicate/status/1851648425932013822?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Electric Capital: Global Crypto Developer Data
An analysis of 110k+ developer profiles
> Asia is now #1 for crypto devs
Source: https://x.com/mariashen/status/1851702779946901968?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Cyber•Fund: Naptha - The Future of AI is Multi-Agent
Naptha is creating an ecosystem where AI agents can discover each other, collaborate, and compete – driving rapid innovation and specialization.
> “We believe Naptha represents the next evolutionary step in AI, from isolated models to connected, collaborative Internet-like systems”
Source: https://x.com/cyberFund_/status/1851639887172440290
SXT Chain: The Blockchain for ZK-Proven Data
Now live in testnet
SXT Chain is essentially a decentralized database that witnesses data from onchain and offchain sources, secures it, and stores it for devs to query using Proof of SQL, SXT’s ZK coprocessor.
Source: https://x.com/SpaceandTimeDB/status/1851489916037054934
TensorBlock: Pioneering Decentralized Open AI
creating an open, collaborative AI future
“With open-source principles and a decentralized structure, TensorBlock enables every model, no matter how specialized, to find a place and thrive”
Source: https://x.com/tensorblock_aoi/status/1851432473366081803?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Anatoly: Solana - with Micro Validators
Can solana dramatically lower the hardware requirements for validators while maintaining high throughput and low latency?👇
Source: https://x.com/aeyakovenko/status/1851368512885047515
1inch Front-End Compromised
⚠️ Do Not Connect Wallet
Source: https://x.com/solidintel_x/status/1851747356137427251?s=52&t=txFAbiSPTdLLDlAYj9X_AA
MicroStrategy: Announcing Goal To Raise $42B Over Next 3 Years To Buy BTC
Source: https://x.com/tier10k/status/1851716488157155501
0xNairolf: Nillion Explained in Simple Terms
Nillion is a blockchain enhanced with privacy super tools, enabling you to securely use your most sensitive data without anyone else gaining access.
> Apps on Nillion can be fully customized to you without putting any of your data at risk
Source: https://x.com/0xNairolf/status/1852024408539357630
Axal Raises $2.5M in Pre-Seed Funding Led by CMT Digital to Build a Network for Verifiable Autonomous Agents
Source: https://x.com/getaxal/status/1851990658526941432
Glow Raises $30M in Funding Round Led by Framework and Union Square Ventures
Glow is an ethereum-based solar project attempting to achieve 100% renewable energy by decentralizing electric grids around the world.
Source: https://www.theblock.co/post/323935/ethereum-based-solar-project-glow-raises-30-million-in-funding-round-led-by-framework-ventures-and-usv
Ellipsis Labs Raises $21M from Haun Ventures to Launch 'Verifiable Finance Blockchain' Atlas
Source: https://x.com/ellipsis_labs/status/1852030745780396209
Trump's World Liberty Cuts Fundraise Target By 90% To $30M: CoinDesk
“The revised plan to sell only $30 million of WLFI tokens instead of the originally planned $300 million suggests Trump may not quickly see a big payday from World Liberty Financial”
Source: https://x.com/tier10k/status/1852021928405459067
Eternal AI Set to Launch the First On-Chain AI Agent on Bitcoin
“like truth terminal, but 100% autonomous, fully on-chain, and verifiable”
Source: https://x.com/cryptoeternalai/status/1851599119602655306?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 30th~ Rollup
🐚 Research and Ideation 💡
- sjdedic: 2024 CEX Listing Performance
- tradetheflow: Who will win the Solana Restaking Race?
- Galaxy Research: Presidential Election Odds & Forecasts as of October 30 at 12pm ET
- a16z: Number of Monthly Mobile Crypto Wallet Users Hit an ATH of 29M in June 2024
- VanEck: Deep Dive into Pyth Network
- VM Wars: Is The EVM In Trouble?! With Matt Katz of Caldera
- Bitwise: How Crypto Powers the World’s Largest Prediction Market
- Anatoly: Solana - with Micro Validators
- 0xtaetaehoho: Fat Applications (ASS&AC)
- Portex Research: Sybil Attacks - The Silent Killers of Crypto Applications
- Coinbase Q3 2024 Earnings Highlights
- Cyber•Fund: Naptha - The Future of AI is Multi-Agent
- Keyrock: Bitcoin L2 Liquidity - All Dressed Up But Where to Flow?
- Electric Capital: Global Crypto Developer Data
- Robbie Petersen: The Fat Wallet Thesis
- Paper: The Policy and Legal Implications of Inclusion Lists
🐚 News 📕
- MrBeast Investigated for Ties to 50+ Crypto Wallets Linked to Potential Insider Trading
- MicroStrategy: Announcing Goal To Raise $42B Over Next 3 Years To Buy BTC
🐚 Project Updates 🔔
- Jumper Exchange is Now Live on Bitcoin!
- TensorBlock: Pioneering Decentralized Open AI
- SXT Chain: The Blockchain for ZK-Proven Data
🐚 Raises 💰
- Nillion Raises $25M in a Funding Round led by Hack VC, Total Funding Now $50M
Robbie Petersen: The Fat Wallet Thesis
The “Fat Wallet” Thesis asserts that, as protocols and applications increasingly “thin-out”, more room is being freed up for whoever owns the two most valuable resources — distribution and order-flow.
This piece aims to:
> Outline structural trends that will continue to commoditize the protocol & application layers
> Explore the various avenues for wallets to monetize their proximity to the end-user
> Why Jupiter and Infinex may ultimately beat wallets in the race to owning the end user.
Source: https://x.com/robbiepetersen_/status/1851652862855528682
Keyrock: Bitcoin L2 Liquidity - All Dressed Up But Where to Flow?
While billions of dollars are locked across protocols, low usage rates in lending, borrowing, DEX volumes, and idle farming suggest a disconnect between liquidity and actual demand.
> This article dive into the specifics, unpacking where the liquidity resides, what protocols have captured much of it and how much it is being used and why so much of it remains dormant.
Source: https://keyrock.com/bitcoin-l2-liquidity-all-dressed-up-but-where-to-flow/
Coinbase Q3 2024 Earnings Highlights
a big quarter for base
Source: https://x.com/jessepollak/status/1851745839112167450?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Portex Research: Sybil Attacks - The Silent Killers of Crypto Applications
Sybil Attacks have become one of the most pressing issues in crypto, polluting the original goals of airdrops, governance, and more.
> This post explore major types of Sybil-resistance solutions and how Portex is approaching this issue from a fresh perspective.
Source: https://x.com/kylewaters_/status/1851679565267275890?s=52&t=txFAbiSPTdLLDlAYj9X_AA
0xtaetaehoho: Fat Applications (ASS&AC)
The post examines the evolving revenue model for blockchains and applications, highlighting how competitive pressures are reducing traditional sources of revenue like base fees and MEV.
Source: https://x.com/0xtaetaehoho/status/1851366073838583823?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Nillion Raises $25M in a Funding Round led by Hack VC, Bringing their Total Funding to $50M
Source: https://x.com/nillionnetwork/status/1851615323163689421?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Bitwise: How Crypto Powers the World’s Largest Prediction Market
Bitwise CIO Matt Hougan explains how crypto’s unique features have driven Polymarket’s rise to prominence. He covers:
> What Polymarket is
> What’s behind its global reach
> How crypto enhances the liquidity of its markets
> Why Polymarket serves as a model for future crypto applications
Source: Bitwise Investements
Jumper Exchange is Now Live on Bitcoin!
You can now buy native Bitcoin directly on Jumper.
Source: https://x.com/jumperexchange/status/1848332997591970043?s=52&t=txFAbiSPTdLLDlAYj9X_AA