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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
Artemis Weekly Wrap Up (11/11/24)
> Highly anticipated Eclipse layer 2 launches, bringing Solana to Ethereum
> Ethereum Name Service (ENS) announces “namechain” layer 2
Source: https://research.artemis.xyz/p/artemis-weekly-wrap-up-111124
November 10th~ Rollup
🐚 Research and Ideation 💡
- Paper: ColliderScript: Covenants in Bitcoin via 160-bit Hash Collisions
- The Defiant | Space and Time: Exploring ZK-Proven Data Solutions for Blockchain and AI
- Avail x Particle Network: Unified AND Abstracted: The Path to a Borderless Web3
- The Defiant | EEA Day Live: Exploring the Future of Enterprise Ethereum and Web3
- Dan Romero: AI Agent Created a Memecoin on Farcaster Without the Human Creator's Permission
- ELI5: What Is FM-AMM, The Theory Behind CoW AMM, and How Is It MEV-Resistant?
- Automata x Flashbots: TEE Validity Proof for OP-Stack
- ASXN: The Hyperliquid Spot Ecosystem
🐚 Project Updates 🔔
- Jito Labs Earned $78.92M in Fees in October
ASXN: The Hyperliquid Spot Ecosystem
This post outlines Hyperliquid’s expansion into spot trading with a native token standard (HIP-1), a decentralized liquidity mechanism (HIP-2), and the integration of EVM for enhanced composability and ecosystem growth👇
Source: https://x.com/asxn_r/status/1855705292895330308?s=46&t=2q9OLMlaobNlHLewOXT4uA
ELI5: What Is FM-AMM, The Theory Behind CoW AMM, and How Is It MEV-Resistant?
Function Maximising AMM (FM-AMM) solves MEV through clearing-price consistency, where the average price of a trade equals the marginal price.
> This article explore the various attributes of FM-AMM, and its mathematical solution to MEV
Source: https://medium.com/taipei-ethereum-meetup/eli5-what-is-fm-amm-the-theory-behind-cow-amm-and-how-is-it-mev-resistant-53d1960324c0
BlackRock CEO Larry Fink: I Believe Bitcoin is a Legit Financial Instrument (Jul 15, 2024)
Source: www.youtube.com/watch?v=K4ciiDyUvUo
Avail x Particle Network: Unified AND Abstracted: The Path to a Borderless Web3
good read on protocol-level fragmentation solutions + abstraction
> It discussed how unification & chain abstraction help make web3 smoother and more accessible.
Source: https://x.com/AvailProject/status/1854235782627897487
Jito Labs Earned $78.92M in Fees in October
doubling its May record of $39.45M and surpassing Lido and Uniswap
> Powered by MEV tools and JitoSOL, demand surged with high Solana transaction volumes, especially in memecoins - signaling MEV’s rising role in DeFi revenue.
Source: https://x.com/TheBlockPro__/status/1853785670277312867
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
Senator Lummis B.I.T.C.O.I.N. Act Receives Fresh Interest in Election’s Wake
The Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide (“BITCOIN”) Act, if passed:
> The US government will buy 1 million BTC over a 5 years for their strategic reserve
Source: https://www.clarkhill.com/news-events/news/senator-lummis-b-i-t-c-o-i-n-act-receives-fresh-interest-in-elections-wake/
Binance Co-Founder, Yi He Says $ACT or $PNUT did not Pay any Listing Fees to Get Listed
Source: https://x.com/heyibinance/status/1855960056036004227
Coinbase Trades Above $300 for First Time Since Nov. 2021
+13% at the open
Source: https://x.com/tier10k/status/1855982339895025916
MicroStrategy Acquires 27,200 BTC, Raises $2.03 Billion Through ATM Sales
Source: https://x.com/tier10k/status/1855959378232279467
Binance Has Listed Act I : The AI Prophecy $ACT and Peanut the Squirrel $PNUT
Source: https://x.com/binance/status/1855851927927738570
Automata x Flashbots: TEE Validity Proof for OP-Stack
This document aims to propose a method for integrating the TEE validity proof and the external block builder with the OP Stack.
Source: https://collective.flashbots.net/t/automata-flashbots-tee-validity-proof-for-op-stack/4059
AI Agent Created a Memecoin on Farcaster Without the Human Creator's Permission
oh.. wow
Source: https://x.com/dwr/status/1855276209912807603
The Defiant | EEA Day Live: Exploring the Future of Enterprise Ethereum and Web3
🔔 Video Live on: November 11 at 3:50 AM
> EEA Day 2024 is a premier event dedicated to exploring advancements in enterprise Ethereum and Web3 technologies
Source: www.youtube.com/live/obzYQrPdQSk
The Defiant | Space and Time: Exploring ZK-Proven Data Solutions for Blockchain and AI
W/ Scott Dykstra: Co-founder & CTO of Space and Time
> He explains how Space and Time's SQL-powered platform serves as a decentralized database, allowing various applications to query blockchain data securely
> Dykstra also highlights the partnership with Chainlink and Microsoft's support in co-engineering tools for on-chain data access.
Source: https://x.com/defiantnews/status/1854732231388152182?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