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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
Raoul Pal: 30+ Yrs of Insider Knowledge Revealed
> Raoul Pal explains why he believes we've finally reached the elusive stage of the crypto cycle known as the “Banana Zone”
Source: www.youtube.com/watch?v=tDYOzbKtIbk
FED Lowers Rates by 25BPS to 4.5-4.75%
Source: https://x.com/News_Of_Alpha/status/1854599706552549408
Degen: A Frustrated Migration and a Plea to the DEGEN Community
In this post, Degen shares their difficulties in migrating DEGEN L3 away from Conduit services
> They reveal Conduit have held their rollup keys hostage for months, and they may need to relaunch a new chain👇
Source: degentokenbase/a-frustrated-migration?s=35" rel="nofollow">https://paragraph.xyz/@degentokenbase/a-frustrated-migration?s=35
Equilibrium: Open Problems In The Privacy Space
This post explore nine open engineering problems in the blockchain privacy space, and also touch on the social/regulatory challenges👇
Source: https://x.com/equilibrium_co/status/1854524373136216295
November 6th~ Rollup
🐚 Research and Ideation 💡
- Memento Research: Navigating The AI Landscape: Chromia’s Data-Centric Strategy
- Haseeb: What Polymarket got Right that the Experts Got Wrong
- Parsec Research: Maple Finance - A DeFi Growth Story
- Ryan Watkins: This is the Single Greatest Setup for Liquid Token Markets Since 2021
- Chaos Labs: Alpha Release of Edge AI Oracle
- Brian Armstrong: Reflections on the Election Through a Crypto Lens
- Defi0xJeff: 4 Protocols Defining AI Agent Trends in November
- Nava Labs: List of Side Events Organized by the Main Focus or Category of Each Event (Devcon)
🐚 Podcast 🎙️
- Expansion Pod: L1 Valuations & the Rise of Apps W/ Chris Burniske and Ryan Watkins
🐚 News 📕
- US Senator Cynthia Lummis says “We are Going to Build a Strategic Bitcoin Reserve."
🐚 Project Updates 🔔
- Arkham Launches Perpetuals Exchange Platform
- Arkham to Launch Points Program
- Superseed Foundation Introduces the Supersale
Binance Launches Futures Trading for $MOG
With up to 75x Leverage
Source: https://x.com/BinanceFutures/status/1854474236951511462
Defi0xJeff: 4 Protocols Defining AI Agent Trends in November
Each of these projects embodies the trends that will shape the future of AI agents:
> Questflow: Advanced workflow utility
> HoloworldAI: Rich personality customization
> PlayAI Network: Multi-channel and vertical specialization
> ARC Agents: Gaming infrastructure and human-like AI agents
Source: https://x.com/defi0xjeff/status/1854230030769066432?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Brian Armstrong: Reflections on the Election Through a Crypto Lens
Some quick thoughts on the election, through the lens of crypto and Coinbase's mission of increasing economic freedom👇
Source: https://x.com/brian_armstrong/status/1854263001089720328
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
Arrakis Finance Unveil Arrakis Pro — the Onchain Market Making Solution for Token Issuers
Arrakis Pro is designed to give token issuers capital-efficient, MEV-aware, market making strategies for every stage of their token lifecycle
Source: https://x.com/ArrakisFinance/status/1854566613313318963
Conduit: Want to Set the Record Straight on DEGEN
> We have not received an address to transfer ownership of the rollup to.
> As soon as we do we’re ready to facilitate that transfer.
> There has been a signed contract in DEGEN’s inbox that was verbally agreed to since October 30th.
> We’re still waiting for DEGEN’s signature👇
Source: https://x.com/kandrewhuang/status/1854555705455595822?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Binance Research: Monthly Market Insights - November 2024
For current market landscape and key insights on:
> BTC & S&P500 Correlation
> Application Revenues
> New Token Launches
> Memecoins Growth, and more
Source: https://www.binance.com/en/research/analysis/monthly-market-insights-2024-11
Teng Yan: The Dawn of the Crypto Agentic Era
“AI will be the catalyst that drives crypto into mainstream use cases”
“Everything we've built in the past seven years—L1s & L2s, DeFi, NFTs, has laid the groundwork for a world driven by AI agents”
> This post provide an overview of where we are today with AI agents, where crypto comes into the picture, agentic future, and teams to watch out for
Source: https://x.com/0xprismatic/status/1854513654156398961?s=46&t=2q9OLMlaobNlHLew
Swell Network Airdrop Claims Now Open
Source: https://x.com/swellnetworkio/status/1854449625606001044
Nava Labs: List of Side Events Organized by the Main Focus or Category of Each Event (Devcon)
sorted by date and in alphabetical order
Source: https://x.com/navalabs/status/1854183803209867736?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Superseed Foundation Introduces the Supersale
An open invitation for anyone to invest early in the future of Superseed, ahead of its mainnet launch.
> Start Date & Time: To be announced
> Superseed is building a world where protocol revenue automatically pays off users' loans👇
Source: https://x.com/SuperseedXYZ/status/1854242077862674513
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