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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
Eda: Blockchain Interoperability & Building with Hyperlane
This piece covers:
> The current state of the multi-chain ecosystem
> The need for permissionless interoperability
> How Hyperlane enables permissionless, secure communication between chains
Source: https://mirror.xyz/edatweets.eth/ZEDMwvOg4ZsIBZh0TtDOXELKlU2I6SlHuytKhpa2hxw
Stripe Acquires Stablecoin Platform “Bridge” for $1.1 Billion
Source: https://x.com/arrington/status/1848060479727435967?s=46&t=MKFmdrqpu0ZO3RbNj3y5pQ
Apecoin $APE Has surpassed $1B in Market Cap
went up with 100+% overnight
> Fueled by the successful launch of ApeChain and the announcement of their automatic yield for holding APE on ApeChain
Source: https://x.com/cirrusnft/status/1848034820938432676?s=52&t=txFAbiSPTdLLDlAYj9X_AA
October 19th~ Rollup
🐚 Project Updates 🔔
- Pumpdotfun "Planning To Launch A Token In The Future
- Kalshi Introduces 4.05% APY on Cash and Open Positions
Pump.Fun Launches Pump Advanced, Its Trading Terminal
Source: https://x.com/pumpdotfun/status/1847730806334378287?s=46&t=Epo2C7qkg-CKjyMhGIBBuQ
Pumpdotfun "Planning To Launch A Token In The Future
Source: https://velo.xyz/news
futuretinkerer: The Viral Empire—AI’s Recursive Dominance and the Rise of Exclusion Zones
The viral empire is a world where AI agents equipped with crypto wallets control both digital and physical realms, shaping reality through memetic warfare and cryptoeconomics.
> This article examines how these self-perpetuating architectures govern without human intervention, influencing culture, economy, and governance, while human agency fades in relevance.
Source: https://x.com/futuretinkerer/status/1847368161621930146?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Terminal of Truth Has Become First AI in History to Become a Millionaire
Source: https://x.com/aisafetymemes/status/1847312782049333701?s=52&t=txFAbiSPTdLLDlAYj9X_AA
It Appears Coinbase Ventures Just Locked 2M $AERO worth $2,76M
Total veAERO position now crossed $10M
Source: https://x.com/slappjakke/status/1847373599151444088?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Three Sigma: The Great Return of Options: A New Era for DeFi
The article examines the shifting DeFi options landscape, noting new protocols' growth amidst challenges in competing with dominant perpetuals.
> It highlights both the sector's opportunities and its struggles with product-market fit.
Source: https://x.com/threesigmaxyz/status/1847240124536426705
BlackRock In Talks With Global Crypto Exchanges to Integrate BUIDL as Futures Collateral: BBG
Source: https://x.com/News_Of_Alpha/status/1847310475354091536
1kx: These Are Not the Bots You're Looking For
This article makes a case for bots as a potential tool for engagement and innovation in gaming rather than seeing them as a problem
> “Bots, in the end, are what we make of them”
> “They can be faceless competition, exploiting loopholes and frustrating human players, or they can be integrated into the game’s systems, providing content and creating new opportunities for interaction”
Source: https://mirror.xyz/1kx.eth/a6Ws15tPShkvzCAJtEnDSIK2gHYUCVfGHXDEZKYh45g
Bloomberg: Musk Keeps Paying for X
This piece covers:
> EU is considering treating Musk’s businesses as interconnected, potentially calculating fines for X based on the revenue of his other companies like SpaceX & Neuralink under the Digital Services Act
> Also on Goatseus Maximus, World Liberty Financial, Citadel employee ownership, and more
Source: https://archive.is/DBCjF#selection-1377.0-1377.119
Definalist | UMA - The Fairness Question and the 51% Attack
As Polymarket's bets surpass $2B, questions are raised about UMA's 51% attack and fairness
In theory, a 51% attack is possible on any bet
It is very similar to other chain’s 51% attack concept; Means not impossible but highly improbable👇
Source: https://definalist.notion.site/UMA-The-Fairness-Question-and-the-51-Attack-1221617ce2f580929352e8f2e355ea4a
3rd Street Capital: Nillion and the Future of Secure Computation in Machine Learning
As the digital world continues to expand, so do the risks associated with data breaches and the misuse of sensitive information
> This article dive into Nilliion and how it tackles the very challenges that have hindered AI’s broader adoption with its ability to enable secure computation on encrypted data
Source: 3rdStCapital/nillion-and-the-future-of-secure-computation-in-machine-learning-58cc20385b47" rel="nofollow">https://medium.com/@3rdStCapital/nillion-and-the-future-of-secure-computation-in-machine-learning-58cc20385b47
Bravos Research: Soft Landing Expectations
1989 Through September 2024
Source: https://x.com/bravosresearch/status/1848047330794385494?s=52&t=txFAbiSPTdLLDlAYj9X_AA
UNIChain’s Launch: DAO Delegates Not Carried Along
a breakdown of what unfolded, why it matters & what’s next?👇
Source: https://x.com/__billygao/status/1847776831782691226?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockworks Research: Unlocking Institutional Ethereum Staking - A Survey of Industry Leaders
a comprehensive analysis of institutional token holders' staking behaviors, with a focus on the Ethereum ecosystem.
> This report aims to shed light on the current state of institutional staking, and explore the motivations and hurdles faced by market participants.
Source: https://app.blockworksresearch.com/unlocked/unlocking-institutional-ethereum-staking-a-survey-of-industry-leaders
Prediction Market, Kalshi, Introduces 4.05% APY on Cash and Open Positions
trying to make long-term positions attractive
Source: https://x.com/mansourtarek_/status/1844418791800717642
October 18th~ Rollup
🐚 Research and Ideation 💡
- 1kx: These Are Not the Bots You're Looking For
- 0xLouisT: Phantom Tokenomics, Inside the Obscure Daedalus Labyrinth
- Imran Khan: Lessons for Crypto Founders
- Three Sigma: The Great Return of Options: A New Era for DeFi
- Chain of Thought | Weekly AI Edge: The AI Agent Edition
- Slappjakke: It Appears Coinbase Ventures Locked 2M $AERO worth $2,76M
- knwang: Transacting Over Heterogeneous Trust with Intent Markets
- Nick Tomaino: Largest Crypto M&A Deals of All Time
- futuretinkerer: The Viral Empire—AI’s Recursive Dominance and the Rise of Exclusion Zones
🐚 News 📕
- BlackRock In Talks With Global Crypto Exchanges to Integrate BUIDL as Futures Collateral: BBG
🐚 Project Updates 🔔
- Terminal of Truth Become First AI in to Become a Millionaire
Largest Crypto M&A Deals of All Time
> CoinMarketCap (Binance, $400M)
> FairX (Coinbase, $275M)
> Bitstamp (Robinhood, $200M)
> Earn (Coinbase, $120M)
> Tagomi (Coinbase, $90M)
Source: https://x.com/ntmoney/status/1847381432425197805?s=52&t=txFAbiSPTdLLDlAYj9X_AA
knwang: Transacting Over Heterogeneous Trust with Intent Markets
Heterogeneity of trust across networks has created a fragmented ecosystem, hampering seamless cross-chain interactions
> This article proposes an intent-driven interoperability solution that embraces trust diversity rather than attempting to homogenize it
Source: https://x.com/knwang/status/1847353251928097227?s=46&t=02igJRMsf-GavP6FNhILXA
Chain of Thought | Weekly AI Edge: The AI Agent Edition
This edition covers:
> The Truth behind GOAT
> Luna, the anime goddess AI agent
> Prime Intellect achieves breakthrough in distributed training
Source: https://www.chainofthought.xyz/p/weekly-ai-edge-17-the-ai-agent-edition
Lessons for Crypto Founders
> Start with a Small Problem or Design Space
> Avoid Consensus Ideas
> Build for a Small Group of Users
> Don't Overbuild; Use Existing Tools to Simulate
> Launch Your Ideas Within 30 Days
> Ask for Feedback Constantly and Iterate the Product👇
Source: https://x.com/lmrankhan/status/1847300722418647432
0xLouisT: Phantom Tokenomics, Inside the Obscure Daedalus Labyrinth
The idea of phantom tokenomics is to illustrate how on-chain tokenomics can present a distorted and inaccurate view of the actual off-chain tokenomics.
> The article emphasizes on the complete lack of on-chain transparency in tokenomics, and also suggests ways crypto founders can enhance transparency
Source: https://x.com/0xlouist/status/1847233306414170168?s=46&t=ywALktyM5ZCyt-zigN5Big
October 17th~ Rollup
🐚 Research and Ideation 💡
- Chain of Thought | OLAS: Towards a Billion AI Agents
- 2077 Research: UniFi - Rethinking the Ethereum Approach to Rollups
- omeragoldberg: Trusting Trust in the Age of AI
- Benhwx: On the Upcoming Movement Mainnet Launch in Nov 2024
- P2 Ventures: Trusted Execution Environments (TEEs) in Appchains
- Anoma Blog: Anoma in Elixir
- Cointelegraph: Small Language Models’ Impact on AI and Blockchain
- Ethena Governance | Proposal: Hyperliquid Ethena Liquidity and USDe Integration
- Delphi Digital: Decentralized AI Training: Can It Dismantle Centralized Powerhouses?
- ML: Entering the Banana Zone
- Rekt: Post Mortem: Radiant Capital - Rekt II
- Insights4 vc: Emerging Trends in Crypto Venture Capital in Q3 2024
- Definalist | UMA - The Fairness Question and the 51% Attack
- repligate: On Truth Terminal, the Infinite Backroom, Claude 3 Opus
- Bloomberg: Musk Keeps Paying for X
🐚 News 📕
- Kraken Launches Wrapped Bitcoin Token kBTC
🐚 Project Updates 🔔
- Jupiter Launches Ape Pro - Memecoin Terminal
- Debridge $DBR Airdrop is Live for Claiming
🐚 Raises 💰
- zkPass Raises $12.5M in Series A Funding Round
On Truth Terminal, the Infinite Backroom, Claude 3 Opus
The focus isn't on memecoins but on how AI-driven semiotic manipulation influences real-world resources
> This piece dives into the chain of events that led to Truth Terminal's creation, granting ToT more autonomy, and more👇
Source: https://x.com/repligate/status/1846313279750394312?s=52&t=21MT9PLwSLuQhAt4zYJiXA
Insights4 vc: Emerging Trends in Crypto Venture Capital in Q3 2024
> In Q3 2024, venture capitalists invested approximately $2.7 billion in crypto and blockchain startups, marking a 10% quarter-over-quarter (QoQ) decline from $3 billion in Q2 2024
> In Q3 2024, Celestia secured $100M for its modular data availability network👇
Source: https://insights4vc.substack.com/p/emerging-trends-in-crypto-venture?r=aaog1&utm_medium=ios&triedRedirect=true