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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
Dromos | Part 1: On DEXs
This article covers DEX growth, value creation, fee distribution, and an analysis of UNI and CRV.
Source: https://mirror.xyz/dromos.eth/k-hMFZnW_31VRRagoLiJD_umS2GAioi2Eks_Yi1H7PA
Robinhood, Kraken, Paxos and Other Crypto Firms Launch Global Dollar (USDG) On Ethereum
Source: https://x.com/News_Of_Alpha/status/1853558986894655685
35 Must-Follow Telegram Channels for News, Insights, and Alpha
Shoal 🫡
Source: https://x.com/tianji_crypto/status/1853436663407804463
Solana's Q3 Revenue was up ~30x YoY
Source: https://x.com/tokenterminal/status/1852486132912578582
Simplicity Group: Comparative Analysis of Market Depth for Futures & Spot on Major CEXs
They have analysed over 16,000 data points from the order books of Binance, ByBit, OKX, KuCoin, Coinbase, MEXC, and Bitget.
> This research aim to assess whether there is a correlation between an exchange’s brand and the depth of its order books👇
https://docsend.com/view/dg5ja7g5hz8xbyby
Source: https://www.simplicitygroup.xyz/blog/top-crypto-exchange-depth-report
Swell Network Airdrop Claims open on Nov 7th
Source: https://x.com/swellnetworkio/status/1853397809233580215
November 3rd~ Rollup
🐚 Research and Ideation 💡
- Ahboyash: Past Few Months Meme Rotation
- Delphi Digital: OLAS - How Multi-Agent Systems Will Shape AI's Future
- The DeFiant: Chainlink's Pivotal Role in Bridging DeFi and TradFi
Delphi Digital: OLAS - How Multi-Agent Systems Will Shape AI's Future
Crypto x AI Event
> The discussion provides valuable insights into how decentralized networks could enable user-owned AI agents that do valuable work autonomously, rather than just serving as co-pilots.
> How OLAS enables user-owned vs rented AI capabilities, and more👇
Source: https://www.youtube.com/watch?v=UM1_A1JctIg
Past Few Months Meme Rotation:
> Base memes
> New addition to the Doge family
> Thailand hippo
> Murad List
> Gen Z/ Gen Alpha phrases
> AI Agents
> Dead squirrel
> Tesla mascot
Source: https://x.com/ahboyash/status/1853058134866379208
ASXN: Deep Dive into Grass
Grass is a decentralized data layer and network which focuses on web scraping, live context retrieval and data collection for AI👇
Source: https://x.com/asxn_r/status/1852769843302515091
YB: Farcaster's Growing Agentic Economy
thoughts from Onchain AI discussion on Farcaster:
> Agentic Economy = Internet of Intelligence
> Farcaster Frames as LLM APIs
> Supercast AI Pets
> What a Terminally Onchain Agent would look like👇
Source: https://terminallyonchain.xyz/agentic
Analysis of Major Solana DeFi Tokens (Last 3mnt)
> KMNO has been the clear outlier in terms of price performance, up nearly 130%
> CLOUD gained (+60.93%), PRCL (+58.08%), and RAY (+51.23%).
> The worst performer over the period was JTO👇
Source: https://x.com/tradetheflow_/status/1852371689771811186?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Really Good Meme Content from Tooker Team
the Final Cult is upon us
Source: https://x.com/tookerkurlson/status/1852134480863244458?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Virtuals Protocol Introduces ai agent pumpfun - fun.virtuals
Source: https://x.com/virtuals_io/status/1852395196908269856?s=46&t=2q9OLMlaobNlHLewOXT4uA
Unichain to Introduce a New Validation Network
allowing nodes to verify blocks
Source: https://x.com/unichain/status/1852343691442016557
Node Specialization in MegaETH and How they are Pushing Blockchain Performance to its Limits
> MegaETH’s node specialization balances high performance with decentralization.
> Sequencers drive rapid processing, while lightweight replicas and full nodes ensure decentralized data access.
> This empowers MegaETH to deliver a web2-like UX with over 100k TPS on a real-time blockchain
Source: https://x.com/megaeth_labs/status/1853459318324224201
0xtaetaehoho: Token Valuation in Theory and Practice
This piece analyzes token valuation metrics for Layer 1 (L1) and Layer 2 (L2) blockchain networks, comparing factors like revenue, moneyness, and perceived premiums across chains.
Source: https://x.com/0xtaetaehoho/status/1853450372255547687
Chaos Labs Announces the Alpha Release of Edge AI Oracle
World’s First Truth-Seeking Multi-Agent Oracle
> Edge AI enables high-stakes queries to be resolved objectively and reliably. At alpha launch, it will resolve the U.S. Presidential Election Prediction Markets on Vertex, Backpack, WOOFi, and Bebop
Source: https://x.com/chaos_labs/status/1853456516415623605
ASXN Launches Hyperliquid Validator Dashboard
you can track:
> Live validator performance
> Block height
> Validator stake distribution
> Recent block distribution
> Block time averages, and more
👉 hyperliquid.asxn.xyz/staking
Source: https://x.com/asxnlabs/status/1853469994803138920
w1nt3r.eth: dApps Graveyard
“The dApps are dead. The benefits of “decentralized” is just not something the users care about (yet), and the punks have to adjust. We stopped building tools for making our apps decentralized.”
Source: https://w1nt3r.mirror.xyz/csZhMabCHXYiUhnQHrje_6da1n0XZGQ7y2QoETkDyPE
Decentralised Co: On Solver Economics
This article is about how ERC-7683 can help create better UX across DeFi and change solver economics in the process
> By lowering the barriers to entry for solvers and standardising intent-based transactions, ERC-7683 enables a broader range of participants to enter the market👇
Source: https://www.decentralised.co/p/on-solver-economics?utm_source=share&utm_medium=android&r=lwdxw&triedRedirect=true
The DeFiant: Chainlink's Pivotal Role in Bridging DeFi and TradFi
w/ Zach Ryne - Community Liaison @ chainlink
Source: https://x.com/DefiantNews/status/1853271449911603676
November 2nd~ Rollup
🐚 Research and Ideation 💡
- tradetheflow: Analysis of Major Solana DeFi Tokens (Last 3months)
- Sandraaleow: Introduction to Grass
- YB: Farcaster's Growing Agentic Economy
- Zaddycoin: Polymarket | What will happen if Trump loses the election ?
- ASXN: Deep Dive into Grass
🐚 Project Updates 🔔
- Polymarket 2024 Presidential Election Market Has Passed $3B in Total Volume
The Polymarket 2024 Presidential Election Market Has Passed $3B in Total Volume
Source: https://x.com/umaprotocol/status/1852921395086328193?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Zaddycoin: Polymarket | What will happen if Trump loses the election ?
“I am betting that the Polymarket presidential US election market will go through full "double dispute", and retail will get fleeced (rekt) chasing a 100x bet based the possibility of a reversed market outcome”
Source: https://x.com/zaddycoin/status/1852537593747190210?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Introduction to Grass
Grass is building a fully decentralised, user-owned network that allows any company, decentralised or centralised, to access real time, public web data for AI training and inference
> it is a revolution in how we think about data ownership and access in the AI era👇
Source: https://x.com/sandraaleow/status/1840351213285699800?s=46&t=ywALktyM5ZCyt-zigN5Big
November 1st~ Rollup
🐚 Research and Ideation 💡
- Kalshi: Trump's Lead on Kalshi Now 6%, Down from 30% in Just 3 Days
- The DeFi Report: The Economics of Ethereum vs Solana: A Network Comparison
- MagicofAzi: Web 4.0: The Agentic Web
- Polymarket: Market Rules for the Presidential Election Ahead of Tuesday
🐚 Podcast 🎙️
- Flywheel DeFi: Redefining The Next Generation of Yield w/ Chunda McCain
🐚 Project Updates 🔔
- Aerodrome Flipped Combined Volume of Uniswap Across all Deployments Outside Ethereum in October
- Unichain to Introduce a New Validation Network
- Virtuals Protocol Introduces fun.virtuals
MagicofAzi: Web 4.0: The Agentic Web
As AI and blockchain technology converge, they are laying the foundation for a new iteration of the internet—one where autonomous agents interact with decentralized systems, the agentic web.👇
Source: https://x.com/MagicofAzi/status/1852397476738945156
Polymarket: Understanding the Market Rules for the Presidential Election Ahead of Tuesday
> The market will resolve when AP, Fox News, and NBC News all call the race for the same candidate.
> In the unlikely event there is no consensus by January 20, 2025 (inauguration day), the market will resolve based on who is inaugurated.
Source: https://x.com/Polymarket/status/1852493928072970425
Trump's Lead on Kalshi Now 6%, Down from 30% in Just 3 Days
Source: https://x.com/kalshi/status/1852452340496032214?s=52&t=txFAbiSPTdLLDlAYj9X_AA