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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: Stablecoin Marketmap - Nov 2024
> Stripe acquired Bridge for $1B.
> Tether had $4.5B in Q1'24 profit👇
Source: https://www.artemis.xyz/research/stablecoin-marketmap---november-2024
Sui Enters Strategic Partnership with Franklin Templeton Digital Assets
Source: https://blog.sui.io/franklin-templeton-digital-assets-strategic-partnership/
2077 Research: Exploring Crypto Data I: Data Flow Architectures
Understanding crypto data workflows, from the initial data request to the final transformation of data into a meaningful metric.
> This part explore how client nodes initiate data retrieval, the role of request pipelines, and the nature of raw on-chain data👇
Source: https://research.2077.xyz/exploring-crypto-data-1-data-flow-architectures
November 21st~ Rollup
🐚 Research and Ideation 💡
- 0xNairolf: Particle’s Universal Account in Simple Terms
- Pavel Paramonov: Solana Mechanism Design and Architecture
- a16z: Resources on Finding Product-Market Fit
- Three Sigma: AI Agents in DeFi: Redefining Crypto as We Know It
- Michael Saylor Speech from the Cantor Digital Assets Conference
- ASXN: The API Key to the Internet: A Grass Protocol Report
- Shoal Research: Chain Abstraction vs Cross-Chain
- Paradigm: Final Polling Data of the 2024 Election Cycle
- Evilcos: GPT-Generated Bot Leads User to Fake Solana API, Causing $2,500 Loss
- Four Pillars: Next-Gen Layer 1 Tokenomics: Three Pillars for the Token Flywheel
- Paradigm: The 5 Levels of Secure Hardware
- Rituals: Resonance is the Future - A Dive into Resonance
🐚 News 📕
- Gary Gensler to Step Down as Trump Signals Pro-crypto Agenda
- Trump's 'Crypto Advisory Council' Expected To Set Up Promised Bitcoin Reserve
- 21Shares & VanEck file for Solana ETFs with CBOE
🐚 Project Updates 🔔
- Just a Chill Guy' Artist Threatens Legal Action Against for-Profit Activities Using their Art
- Coinbase International will Add Support for $COW Perpetual Futures
- JIP-10: A Staking Mechanism for JTO Within the (Re)Staking Network
- Yuma: A New DCG Subsidiary Focused on Accelerating Decentralized Intelligence
- Gunzilla Games Welcomes Coinbase Ventures as Investor and Partner
- Aptos: Native USDC & CCTP are Coming to Aptos
- ABC: The First Gigagas Rollup Stack
Paradigm: The 5 Levels of Secure Hardware
FIVE levels to secure hardware, where each level gives us access to more use cases, better performance, and higher security👇
Source: https://x.com/gakonst/status/1859680331621859631
ABC: The First Gigagas Rollup Stack
Sovereign Rollups with Celestia underneath ready for 1 GB blocks👇
Source: https://x.com/abundance_xyz/status/1858921342902694108
Native USDC & Cross-Chain Transfer Protocol are Coming to Aptos
Stripe’s payments services, paired with native USDC, will also be integrated to provide a fiat on-ramp for the Aptos network.
Source: https://aptosfoundation.org/currents/native-usdc-cross-chain-transfer-protocol-are-coming-to-aptos
Paradigm: Final Polling Data of the 2024 Election Cycle
The poll was done entirely by phone and had 800 respondents, all of whom voted in the election
Takeaways:
> Crypto Ownership looks likely to continue to grow
> Crypto owners lean towards thinking Trump will be better for crypto.
> Americans increasingly expect crypto to be part of their daily lives in the future.
> People are becoming more aware of DeFi👇
Source: https://www.paradigm.xyz/2024/10/october-polling
Yuma: A New DCG Subsidiary Focused on Accelerating Decentralized Intelligence
Yuma invests in, builds, & incubates computational infrastructure in the Bittensor ecosystem
Source: https://x.com/YumaGroup/status/1859296377156653182
21Shares & VanEck file for Solana ETFs w/ CBOE
Source: https://x.com/WatcherGuru/status/1859712194025574417
Trump's 'Crypto Advisory Council' Expected To Set Up Promised Bitcoin Reserve: Reuters
Source: https://x.com/tier10k/status/1859676886223167853?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Three Sigma: AI Agents in DeFi: Redefining Crypto as We Know It
The integration of AI has the potential to redefine decentralized finance, reshaping it into a more accessible and efficient financial ecosystem.
> This piece explore how AI can transform DeFi, focusing on the aspects of trading, governance, security, and personalization.
Source: https://x.com/threesigmaxyz/status/1859611790662832291?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Coinbase International will Add Support for CoW Protocol ($COW) Perpetual Futures
on or after 9:30 am UTC, 26 NOV, 2024
Source: https://x.com/CoinbaseIntExch/status/1859627833342984398
Solana Mechanism Design and Architecture
Overview of Solana’s:
> Consensus Model
> Staking Model
> Voting Model
> Fee Markets
> Stake-weighted Quality of Service
> Nodes & validators
> Liquid Staking
> MEV on Solana vs Ethereum
Source: https://x.com/paramonoww/status/1859574291337183282?s=46&t=ywALktyM5ZCyt-zigN5Big
Bitcoin Suisse: 2024 Crypto Outlook
Revisiting 2024 predictions to explore which ones proved prescient and which ones shattered👇
https://files.bitcoinsuisse.com/assets/pdf/202411_Outlook2024Revisited.pdf
Source:https://x.com/BitcoinSuisseAG/status/1856722003266343236
CBOE to Launch the First Cash-Settled Options Tied to Spot Bitcoin Starting Monday, Dec 2
Source: https://x.com/News_Of_Alpha/status/1859978182201327981
Decentralised Co: The Fort Knox Blockchain - A Dive into Zircuit
Zircuit is a Layer 2 solution designed to bring proactive security to blockchain infrastructure.
This article explore how Zircuit is building AI based security layer for crypto, covering:
> The evolution of financial security from bank vaults to digital fortresses
> How the threat landscape has transformed
> How Zircuit’s approach could boost user confidence in cryptocurrency.
Source: www.decentralised.co/p/the-fort-knox-blockchain
Rituals: Resonance is the Future
Resonance, a fundamentally new approach for setting transaction fees & facilitating coordination across the network that will be deployed on Ritual
> The posts below dive into the high-level design principles and philosophy behind Resonance, its mechanism and outline the desiderata that it provably satisfies.
Source: https://x.com/ritualnet/status/1859703064636293398
Four Pillars: Next-Gen Layer 1 Tokenomics: Three Pillars for the Token Flywheel
Exploring the ideal tokenomics model for future L1s
Source: https://4pillars.io/en/articles/layer-1-tokenomics?s=35
A User used GPT to write a Bot for Pumpfun, but ChatGPT Recommended a Fake Solana API Site, Resulting in a Loss of ~$2,500
Source: https://x.com/evilcos/status/1859752658061623593?s=46&t=txFAbiSPTdLLDlAYj9X_AA
Gunzilla Games Welcomes Coinbase Ventures as Investor and Partner
Source: https://x.com/GunzillaGames/status/1859650891412095284
Shoal Research: Chain Abstraction vs Cross-Chain
Chain abstraction builds upon multi-chain and cross-chain approaches, combining these existing frameworks with new technologies to deliver a seamless user experience.
> What are cross-chain and multi-chain apps, what are their approaches, and what is chain abstraction?
> In this article, we break down the differences between multi-chain, cross-chain, and chain abstraction
Source: https://x.com/Shoalresearch/status/1859679160974836004
ASXN: The API Key to the Internet: A Grass Protocol Report
Grass’s main goal is to decentralize and democratize web data collection and retrieval through an incentive mechanism while rewarding users who contribute their resources.
This article covers:
> Protocol Mechanics
> Sovereign Data Rollup on Solana
> Data provenance and quality assurance
> Real-time data access for AI models
> Potential revenue streams and business models
> Tokenomics, and more
Source: https://newsletter.asxn.xyz/p/grass-protocol?r=aaog1&utm_medium=ios&triedRedirect=true
Michael Saylor Speech from the Cantor Digital Assets Conference
Presentation: Bitcoin, The Red Wave, and The Crypto Renaissance
“Bitcoin isn’t just winning…it’s consistently winning.”
> He share thoughts on Bitcoin, MicroStrategy, and the crypto industry
Source: https://www.youtube.com/watch?v=4LqpGrWGNqE
SEC Chair Gary Gensler to Step Down as Trump Signals Pro-crypto Agenda
Plans to leave on January 20, 2025
Source: https://x.com/TheBlock__/status/1859658066192474429
JIP-10: A Staking Mechanism for JTO Within the (Re)Staking Network
If approved, JIP-10 will provide:
> Additional utility for the JTO token in the network
> Greater economic security for MEV distribution
Source: https://x.com/jito_sol/status/1859629102115750060?s=52&t=txFAbiSPTdLLDlAYj9X_AA
a16z: Resources on Finding Product-Market Fit
Source: https://x.com/a16zcrypto/status/1859284800512606270?s=46&t=ywALktyM5ZCyt-zigN5Big
November 20th~ Rollup
🐚 Research and Ideation 💡
- ZachXBT: An Investigation Into the Scammer who Impersonates Coinbase Support to Steal $6.5M
- Google: Top "How to Buy” Google Search Suggestions in the U.S. are Related to Crypto
- CryptoCondom: Cannibalizing Memes: Memecoin Index Volume as an indictor of Local Demand
- Ruisnakes: 8 Major Stablecoin-Related Opportunities
- Vader Research: The BlackRock of the Agentic Economy
- Rekt Investigates ManiFold Finance's Fall
- 2077 Research: The Evolution Towards Trivial Verifiability
🐚 News 📕
- Apple Confirms Zero-Day Attacks Hitting macOS Systems
- Bitwise Solana ETF Registered in Delaware
🐚 Project Updates 🔔
- DWF Labs Announces $20M Meme Fund to Support Chain-Agnostic Memecoin Projects
- Coinbase will Add Support for $FLOKI on the Ethereum Network
- Vana’s Next Phase: Upcoming Mainnet and Token Launch
- Coinbase Wallet introduces 4.7% APY Reward for USDC Holders