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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
Chaos Labs: Alpha Release of Edge AI Oracle
Edge AI orchestrates a multi-agent council, built on Langchain & Langgraph, that maximizes objectivity, transparency & efficiency in query resolution
> In this alpha release, Edge AI Oracle is presented from the perspective of a node operator, showcasing how nodes interact with and support Oracle functionality.👇
https://chaoslabs.xyz/posts/edge-ai-alpha-release
Source: https://x.com/chaos_labs/status/1854276926170685500
US Senator Cynthia Lummis says “We are Going to Build a Strategic Bitcoin Reserve."
Source: https://x.com/SenLummis/status/1854208373740458432
Arkham Launches Perpetuals Exchange Platform
signups are open, trading begins in 1 week
Source: https://x.com/ArkhamIntel/status/1854186437505376395
Haseeb: What Polymarket got Right that the Experts Got Wrong
While the mainstream news was busy with their TV pageantry & hedging on calling key swing states, Polymarket had already declared Trump 97% likely to win by midnight EST:
> Polymarket was more accurate on the forecast going into the election.
> Polymarket called the election in real-time, way before the media did👇
Source: https://x.com/hosseeb/status/1854154029796073814?s=52&t=txFAbiSPTdLLDlAYj9X_AA
November 5th~ Rollup
🐚 Research and Ideation 💡
- Pavel Paramonov: TPS Does Not Matter
- Dan Robinson | Paradigm: pm-AMM - A Uniform AMM for Prediction Markets
- Archetype: Intents Day workshop!
- ASXN: Hyperliquid's HyperBFT: Consensus at the Speed of Light
- SojuDAO's Bangkok Guide
- Flashbots: Parallel Block Building
🐚 News 📕
- Polymarket: Trump’s Election Odds Reaches 90%
🐚 Project Updates 🔔
- Paxos Introduces Global Dollar Network
- EigenLayer Introduces the Eigen Economy
- Binance Will List $COW and $CETUS with Seed Tag Applied
EigenLayer Introduces the Eigen Economy
Network of individuals & entities that work together to create and grow the EigenLayer community, platform, and overall ecosystem.
> The Eigen Economy Dashboard cover key metrics that drive growth in the EigenLayer ecosystem.
Source: https://x.com/eigenlayer/status/1853859634336989460
Trump Odds on Polymarket Reach 80%
Source: https://x.com/tier10k/status/1853989495286206822
ASXN: Hyperliquid's HyperBFT: Consensus at the Speed of Light
Hyperliquid has transitioned from the Tendermint consensus protocol to its own HyperBFT, which is inspired by the Hotstuff algorithm and enhanced by LibraBFT, to improve throughput from 20,000 to a theoretical 2 million orders per second
> This breakthrough means the primary bottleneck is now execution, not consensus
Source: https://x.com/asxn_r/status/1853871055208640904
Dan Robinson | Paradigm: pm-AMM - A Uniform AMM for Prediction Markets
This post introduce a new automated market maker customized for prediction markets: the pm-AMM.
> What does it mean for an AMM to be optimized for a particular type of asset (options or bonds)?
> This post present a possible answer to this question, based on the concept of LVR
Source: https://x.com/danrobinson/status/1853864191461048782
Paxos Introduces Global Dollar Network
An open network to accelerate and reward global stablecoin adoption. In partnership with Anchorage Digital, Bullish, Galaxy Digital, Kraken, Nuvei, Paxos and Robinhood
Source: https://x.com/Paxos/status/1853561410615210003
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
Expansion Pod: L1 Valuations & the Rise of Apps
Guest: Chris Burniske and Ryan Watkins
Discussion:
> Exploring the Infra vs App value premium
> Adoption of real yield to token holders
> Why L1s might "nationalize" their infra
> Impact of Autonomous AI trading onchain & more
Source: www.youtube.com/watch?v=wxIsc_0rCOo
Arkham to Launch Points Program
> Users can earn Arkham points based on their trading volume on the Arkham Exchange.
> Points will be redeemable for $ARKM after the first 30 days of trading on Arkham Exchange.
Source: https://x.com/ArkhamIntel/status/1854214929408016871
Ryan Watkins: This is the Single Greatest Setup for Liquid Token Markets Since 2021
He anticipates a crypto market rally driven by increased liquidity, regulatory ease, and potential U.S. Bitcoin reserves, with various altcoin narratives adding momentum👇
Source: https://x.com/ryanwatkins_/status/1854156853778796848?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Parsec Research: Maple Finance - A DeFi Growth Story
> Maple’s growth has been accelerated through the launch of Syrup.
> Syrup leverages Maple Finance’s digital asset lending infrastructure to make institutional yield accessible throughout DeFi
> This report track the growth of Maple compared to leading DeFi protocols, why users are flocking to Syrup, and Maple’s role in the wider DeFi Renaissance.
Source: https://parsec.substack.com/p/guest-article-wmaple-finance?r=aaog1&utm_medium=ios&triedRedirect=true
Memento Research: Navigating The AI Landscape: Chromia’s Data-Centric Strategy
Chromia is a L1 relational blockchain platform that combines SQL database benefits with blockchain security, featuring a unique modular architecture, Rell programming language, and approx 500 TPS with 1 sec finality.
This report covers:
> Key challenges currently faced by the Web3 industry
> Overview of Chromia’s technology stack, and its unique features
> Chromia’s data-centric strategy to solidify themselves in the AI x Data sector, and more
Source: https://mementoresearch.com/chromias-data-centric-strategy/
Flashbots: Parallel Block Building
Instead of treating all transactions as potentially conflicting, parallel block building recognizes that most txs in a block are actually independent
> This post introduce Flashbot’s new approach to block building, “parallel block building”, it describe their open source implementation and early results from testing.
Source: writings.flashbots.net/parallel-builder
Binance Will List Cow Protocol (COW) and Cetus Protocol (CETUS) with Seed Tag Applied
> 2024-11-06 12:00 (UTC)
Source: https://www.binance.com/en/support/announcement/binance-will-list-cow-protocol-cow-and-cetus-protocol-cetus-with-seed-tag-applied-2faa229be2ba4b758bbeb1859f63ba36?hl=en
Polymarket: Election Odds Clipped 90%
Source: https://polymarket.com/event/presidential-election-winner-2024?tid=1730862481728
SojuDAO's Bangkok Guide
Everything to know about the city, including:
> Tips and top destinations for Devcon
> Apps you can’t live without in Thailand
> Insider guide to Bangkok’s best restaurants, cafes, bars, and more
👉 Full Guide
Source: https://x.com/cryptosmiff/status/1853948513341812802
Archetype: Intents Day workshop!
Check out all the presentations👇
Source: https://x.com/archetypevc/status/1853507485807571263?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Memecoin Supercycle
Source: https://www.memecoinrace.xyz/
Late Whale Action Heavily Favoring Trump
> On Polymarket, a $10m bet from a new account pushes Trump to 62%
> On Betfair there's a £2.4m bid on Trump at 60%
> Kalshi is 58% and PredictIt at 55%.
Source: https://x.com/domahhhh/status/1853794011707768959?s=52&t=txFAbiSPTdLLDlAYj9X_AA
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