Value Accrual in the Modular Stack
Unpacking where value might accrue in a modular blockchain future.
Topic
Newsletter
A collection of 29 writings
Berachain: Building Sticky Liquidity
A case study in Meme-to-Product strategy
2024 Shoal Research Watchlist
Trends we’re exploring in 2024
ETHDenver 2024 Event List by Shoal Research
Shoal Research related satellite events at ETHDenver 2024
Underwriting LRTs: Balancing High Yield with Novel Risks
Underwriting the risk of Eigenlayer liquid restaking tokens within the DeFi ecosystem
Perpetual Pre-Launch Futures
How perpetual futures exchanges enable traders to leverage trade assets that have not yet been launched
Jupiter Exchange: Solana’s Dex Aggregator
Unpacking the fundamental investment catalysts behind Solana’s premier DEX aggregator.
The Convergence of Yields
The intersection and influence of traditional finance on DeFi yields
Liquid Restaking Tokens: A new Frontier for Yield
An Overview of liquid restaking tokens on Eigenlayer
CoW Swap: Intents, MEV, and Batch Auctions
Low Fees and MEV-Resistant Trades: Made possible through intent-based architecture