Alea Research
@AleaResearch
Objective analysis for sophisticated capital allocators. Helping protocols with strategic positioning. https://alearesearch.io/research
🚨 July 4th PoV episode for you folks today: In our 21st Proof of Vision episode, we had on @LucaNetz, CEO of @pudgypenguins & @IglooInc. Pudgy Penguins has grown into crypto's most recognizable brand after being acquired by Luca in 2022. The team has rolled out multiple…
btc isn’t just digital gold anymore. it’s waking up. @AleaResearch just dropped a deep dive on how @GOATRollup is transforming bitcoin from a sleeping asset into a yield-generating machine: why btc has remained idle for years how goat unlocks real btc yield with zk tech…
So why the institutional interest in XRP and ADA right now? @Jp_Everstake from @everstake_pool shared his take on Market Cap with us.
In-depth breakdown by the excellent blockchain research firm @AleaResearch on: --How BTC has been mostly an idle asset --What GOAT Network is doing to unlock BTC Yield potential --How GOAT makes it all work tl;dr -- If you don't believe us, read on to see what the experts say:
Despite its $2.3T+ marketcap, most $BTC sits idle, underutilized. GOAT Network is a Bitcoin-Native ZK Rollup delivering EVM compatibility and providing BTC-denominated yield, looking to make idle $BTC productive. Today, we've released a Perspective report on GOAT 👇
1/ Introducing thBILL: Theo’s institutional-grade, onchain money market fund built in partnership with Standard Chartered’s Libeara A thread breaking down thBILL’s mechanics and launch sequence as we begin rolling it out across ecosystems 🧵
Our co-founder @KarlAhrend joins Market Cap by @AleaResearch with @stefanosanabria for a conversation on how M&A is evolving in crypto The discussion will cover what makes deal-making in the digital assets space different from traditional markets, how projects are thinking about…
Was an absolute pleasure joining the team at @AleaResearch thank you for having me on!
Market Cap w/ Everstake - Mass Eth Exodus, Insti. Eth Inflows, $4B MC, GENIUS Act, $STRC x.com/i/broadcasts/1…
Market Cap w/ Everstake - Mass Eth Exodus, Insti. Eth Inflows, $4B MC, GENIUS Act, $STRC x.com/i/broadcasts/1…
Tomorrow on Market Cap We're hosting @Jp_Everstake from @everstake_pool to discuss: - Institutional Inflows Drive Ethereum - Strategy Launches New Product - Total Crypto MC over $4B - GENIUS Act Signed Live on X | Thursdays 10am ET onwards | Notifications ON for reminders
Check out the latest from @AleaResearch on @Liquid_Ops, the first lending protocol built natively on AO!
We were mentioned yesterday in @AleaResearch's newsletter! Read here: alearesearch.substack.com/p/liquidops-br…
Proud to have made this one happen with the team. Playing long term games with long term people @KentonPrescott @gophillionaire.
Tokenizing assets enables permissionless trading & market discovery for RWAs, yield, and even points... Rumpel is crypto's points tokenization layer, making illiquid loyalty points tradable. Today, we've released a Blueprint report on Rumpel 👇