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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
Shoal Friends | Devcon Quick Register on Luma
Easily register for our events through our Luma calendar 👇
https://lu.ma/Shoaldevcon
https://lu.ma/Shoaldevcon
https://lu.ma/Shoaldevcon
Pavel Paramonov: TPS Does Not Matter
“TPS is important, but TTF is a more accurate measure of a blockchain's speed. Hide it from users and show it to developers, focusing on TTF instead of TPS”
Source: https://x.com/paramonoww/status/1853701160458428696?s=46&t=_--029AU04bODwxYLRKeBA
OpenSea Announces that “A New OpenSea” is Coming by December
Join the waitlist👇
Source: https://x.com/opensea/status/1853462398587277737
Blockwork’s Polymarket Dashboard (Unlocked)
track Polymarket data including:
> Volumes, Open Interest
> Wallet segments, collateral
> Type of trades, types of markets, and more.
👉 polymarket.blockworksresearch.com/
Source: https://x.com/JasonYanowitz/status/1853584359216840808
The Economics of AI Agents
The post discusses the market dynamics and economic concerns surrounding AI Agents, focusing on their huge potential, value creation, and sustainability within the ecosystem.
Source: https://x.com/lisajytan/status/1853343602333925716
The Prof G Show: How Kalshi Made it Legal to Bet on this Election
Guest: Tarek Mansour, co-founder & CEO of Kalshi
> They discuss Kalshi’s fight to legalize betting on the election, how to deal with negative press, and his prediction for the outcome of the election.
Source: https://www.youtube.com/watch?v=atGcvlEO4qU
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
Election Week Implied Move: Goldman Sachs:
> Trump w/ Republican Sweep = 25% probability: S&P +3%
> Trump w/ Divided Government = 30% probability: S&P +1.5%
> Harris w/ Democratic Sweep = 5% probability: S&P -3%
> Harris w/ Divided Government = 40% probability: S&P -1.5%
Source: infinityhedge
November 4th~ Rollup
🐚 Research and Ideation 💡
- Decentralised Co: On Solver Economics
- w1nt3r.eth: dApps Graveyard
- Simplicity Group: Comparative Analysis of Market Depth for Futures & Spot on Major CEXs
- ASXN Labs Launches Hyperliquid Validator Dashboard
- Token Terminal: Solana's Q3 Revenue was up ~30x YoY
- tianji_crypto: Must-Follow Telegram Channels for News, Insights, Alpha, and Research
- 0xtaetaehoho: Token Valuation in Theory and Practice
- MegaETH: On Node Specialization in MegaETH
- Dromos | Part 1: On DEXs
- Pmayr: On Agents and Crypto
- The Prof G Show: How Kalshi Made it Legal to Bet on this Election
- Topology: DeAI Market Map
- Lisa JY Tan: The Economics of AI Agents
- Victor_crypto_: Crypto AI Ecosystem Map
- Blockwork’s Polymarket Dashboard (Unlocked)
- Ritual Research Digest — A Biweekly Newsletter Centered Around Crypto x AI Research
🐚 News 📕
- Robinhood, Kraken, Paxos and Other Crypto Firms Launch Global Dollar (USDG) On Ethereum
🐚 Project Updates 🔔
- Swell Network Airdrop Claims open on Nov 7th
- Chaos Labs Announces the Alpha Release of Edge AI Oracle
- OpenSea Announces that “A New OpenSea” is Coming by December
Ritual Research Digest — A Biweekly Newsletter Centered Around Surfacing Research Relevant to Crypto x AI
Help stay informed with hundreds of weekly papers
Source: https://x.com/ritualdigest/status/1853535344161128494?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Crypto AI Ecosystem Map
Over 150 promising projects in Crypto AI
Source: https://x.com/Victor_crypto_/status/1853002655297044495
DeAI Market Map
Source: https://www.topology.vc/deai-map
On Agents and Crypto
A look at Truth Terminal, Aethernet, Luna, and Gina
Source: https://www.pmayr.xyz/agents-and-crypto/
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