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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
ColliderScript: Covenants in Bitcoin via 160-bit Hash Collisions
This paper showed how to construct a covenant in Bitcoin, without the need of a soft fork.
> They designed a hash collision based equivalence check which bridges Bitcoin’s limited Big Script to Bitcoin’s Small Script👇
Source: https://colliderscript.co/colliderscript.pdf
Polymarket Said to Tease Token Launch, Stating ‘We Predict Future Drops'
Source: https://www.theblock.co/post/325287/polymarket-said-to-tease-token-launch-stating-we-predict-future-drops
The Rollup: Memecoins, Macro, And AI with Arthur Hayes & Murad Mahmudov
Discussion:
> Implications of Trump's victory
> Why the 'DeFi Renaissance' is complicated
> The memecoin supercycle
> Cult and movement coin thesis
> Macro outlook
> Is ETH money?
> AI memes, and more
Source: https://x.com/therollupco/status/1854923258770210944?s=52&t=txFAbiSPTdLLDlAYj9X_AA
2077 Research: The Practical Guide to Ethereum Rollups
An extensive exploration of Ethereum rollups, how they work, and how we can enhance their security properties. This article covers:
> Technical Foundations of Rollup Systems
> Technical and Social Alignment of Rollups and Ethereum
> Rollup Security Risks and Potential Solutions
> Ethereum Rollup Assessment Framework
Source: https://research.2077.xyz/the-practical-guide-to-ethereum-rollups#upgradeability
Expansion Podcast: Crypto's US Return, Rise of Purpose-Built Infra, Rethinking Rollups
Guest: Zon from Initia.
Discussion:
> Implications of Trump's victory on crypto industry
> What Eclipse's launch means
> Purpose-built vs General purpose
> Decreasing importance of VM network effects
> Application-specific sequencing vs custom L2s
Source: https://x.com/ExpansionPod_/status/1854944116389417054
Ethereum Foundation Reports Treasury Holdings of $788m in Crypto, mostly in Ether
Читать полностью…
Arthur | DeFiance Capital: Aerodrome - The Onchain Liquidity Engine
A bull thesis for Aerodrome and $AERO
“We think Aerodrome’s TVL can triple from current levels ($1.3b) within a year to $4b”
> This article outlines how Aerodrome, a DEX on the Base L2 network, has managed to solve key incentive issues by uniting its key stakeholders .It highlights Aerodrome's unique tokenomics, capital efficiency, and more👇
Source: https://x.com/arthur_0x/status/1854595596017115241?s=52&t=txFAbiSPTdLLDlAYj9X_AA
France Moves to Ban Polymarket After a French Trader Made $48M on Trump Victory
They called it illegal gambling. lol
Source: https://x.com/Cointelegraph/status/1854506616327905707
Nous Research Unveils Nous Chat: A New User Interface to Experience Hermes 3 70B & Beyond
Source: https://x.com/NousResearch/status/1854577666403512736
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
November 8th~ Rollup
🐚 Research and Ideation 💡
- Presto Research: Hyperliquid - The HYPE Begins
- Dan Robinson | Interview: What the Election Means for Crypto Policy
- Vitalik: From Prediction Markets to Info Finance
🐚 Podcast 🎙️
- Expansion Podcast: Crypto's US Return, Rise of Purpose-Built Infra, Rethinking Rollups
- The Rollup: Memecoins, Macro, And AI with Arthur Hayes & Murad Mahmudov
🐚 Project Updates 🔔
- Polymarket Said to Tease Token Launch, Stating ‘We Predict Future Drops'
Vitalik: From Prediction Markets to Info Finance
“Predicting the election is just the first app, the broader concept is that you can use finance as a way to align incentives in order to provide viewers with valuable information”
> Vitalik explores the potential of "info finance," a concept that uses prediction markets & other financial tools to gather & distribute valuable information, with applications ranging from governance to science.
> He argues that with advancements in blockchain and AI, info finance can solve trust and knowledge problems in various fields.👇
Source: https://vitalik.eth.limo/general/2024/11/09/infofinance.html
Dan Robinson | Interview: What the Election Means for Crypto Policy
with Justin Slaughter and Alexander Grieve from Paradigm
> They start with what they think will change at the SEC
> They both agree this election sent a message to both parties about how they should approach crypto policy👇
Source: https://x.com/danrobinson/status/1854964979100979475
Presto Research: Hyperliquid - The HYPE Begins
This post delve into Hyperliquid's achievements to date, explore the implications of the $HYPE TGE, and offer projections on Hyperliquid's future trajectory👇
Source: https://www.prestolabs.io/research/hyperliquid-the-hype-begins
November 7th~ Rollup
🐚 Research and Ideation 💡
- Teng Yan: The Dawn of the Crypto Agentic Era
- Equilibrium: Open Problems In The Privacy Space
- Binance Research: Monthly Market Insights - November 2024
- Arthur | DeFiance Capital: Aerodrome - The Onchain Liquidity Engine
🐚 Podcast 🎙️
- Raoul Pal: 30+ Yrs of Insider Knowledge Revealed
🐚 News 📕
- FED Lowers Rates by 25BPS to 4.5-4.75%
- France Moves to Ban Polymarket After a French Trader Made $48M on Trump Victory
🐚 Project Updates 🔔
- Binance Launches Futures Trading for $MOG
- Swell Network Airdrop Claims Now Open
- Degen on Frustrated Migration from Conduit
- Conduit: Want to Set the Record Straight on DEGEN
- Arrakis Finance Unveils Arrakis Pro
- Nous Research Unveils Nous Chat
- Hyperliquid TVL Jumped $57m in the Last 72hrs
- Eclipse’s Public Mainnet is Now Live
Ethereum Foundation Report, 2024 Edition
Learn more about EF, their recent work, Ethereum’s ecosystem of funders, new organizations & policies
Source: ethereum.foundation/report-2024.pdf
Eclipse’s Public Mainnet is Now Live
with over 60 Apps and Service Providers on Day 1
Source: https://x.com/EclipseFND/status/1854569797222072463
Hyperliquid TVL Jumped $57m in the Last 72hrs
Source: https://x.com/parsec_finance/status/1854512196841300386
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