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Alea Research
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Alea Research
@AleaResearch
Objective analysis for sophisticated capital allocators. Helping protocols with strategic positioning. alearesearch.io/research
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Joined August 2022
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  • Pinned
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    Alea Research
    @AleaResearch
    May 12
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    Article
    Data Rooms, Analytics, and the IR Layer Crypto Needs
    Crypto has more public data than most markets but less investor-grade reporting. That is why we built the Alea Data Rooms and Analytics. Token investors want to understand what a project is trying...
    1.8K
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    Alea Research
    @AleaResearch
    Apr 25, 2025
    Today we released a Deep Dive report on Soul. Soul is the first unified omnichain liquidity layer designed to enhance capital efficiency and borrowing power across DeFi ecosystems. Soul enables seamless cross-chain lending and borrowing while mitigating risks... 👇
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    15K
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    Alea Research
    @AleaResearch
    Jan 30, 2025
    The next generation of crypto users will likely be made up of many mobile-first consumers in emerging markets. Jambo brings crypto to these users with its affordable smartphones, introducing them to financial services, earning opportunities & more, all on crypto rails 👇
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    675K
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    Alea Research
    @AleaResearch
    May 5, 2025
    In our 10th episode of PoV, we had on James Zhang, Co-Founder & CEO of @JamboTechnology. Jambo is a Web3 superapp for users in emerging markets, providing earning opportunities, on & offramping services, & more. Jambo is known for the $99 JamboPhone, and is now expanding to
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    49K
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    Alea Research
    @AleaResearch
    Jun 5, 2025
    Today, we've released a Blueprint report on Jambo. Jambo is building a mobile-first Web3 stack around the $99 JamboPhone... Each device ships with JamboWallet, a non-custodial wallet where users hold their own keys, plus a dApp store and $J rewards earned in-phone👇
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    260K
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    Alea Research
    @AleaResearch
    Jan 24, 2025
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    Article
    $FARTCOIN Thesis - The Big Fart Bang
    That's right –– last week, we released our official $FARTCOIN Thesis for our premium members. This week, we're making the full report accessible to the public. Outside of $TRUMP, $FARTCOIN is the...
    165K
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    Alea Research
    @AleaResearch
    Jan 3, 2025
    1/ Ethena's 2025 Roadmap just dropped They're going after TradFi's $190T fixed income market with a plan to bridge DeFi & TradFi. Why $ENA could be DeFi's biggest story this year 👇🧵
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    120K
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    Alea Research
    @AleaResearch
    Jan 6, 2025
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    Our Bullish Thesis on $BULLY
    In such an overheated market within the AI agents meta, we argue that there is value to be found with a momentum trade as $BULLY trades around the $100M market cap range. This is a reflexivity trade...
    70K
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    Alea Research
    @AleaResearch
    Dec 2, 2022
    Is $GMX Sustainable?? Recently @AlgodTrading joined Jordi Alexander (@gametheorizing) to debate the popular @GMX_IO DEX design & if it can be sustainable. Read our notes below 👇
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    Alea Research
    @AleaResearch
    Jan 16, 2025
    Yesterday, we released our Thesis on $AVAX for our premium members. $AVAX is an L1 staple from last cycle, but it may be flying under the radar this cycle. Avalanche has become a hub for institutional adoption, found success in gaming, & partnered with large Web2 businesses👇
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    23K
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    Alea Research
    @AleaResearch
    Oct 23, 2024
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    Truth Terminal: The Birth of AI Religion and the $600M Digital Prophecy
    Let's dive into one of the most fascinating experiments in AI history—one that started with two bots talking to each other and ended up launching a $600M market cap token. This isn't just another...
    69K
  • user avatar
    Alea Research
    @AleaResearch
    Sep 15, 2023
    It's already known that most chains and DeFi protocols struggle with revenue vs. token inflation. This isn't sustainable. @chainlink has a plan to reverse this trend and boost $LINK's value. A short thread 👇🧵
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    73K
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    Alea Research
    @AleaResearch
    Oct 1, 2025
    1/ A sale that buys its own token. Downside capped. Upside from yield. Zero dilution. – Don’t sell what keeps you alive; buy what proves you deserve it. Here’s how @flyingtulip_ flips the model 🧵 👇
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    Alea Research
    @AleaResearch
    Feb 4, 2025
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    The Thesis for $AIXBT
    Markets are cautiously recovering from the brutality experienced yesterday and over the weekend. This can provide some opportunity to take advantage of discounts, especially for more proven sector...
    71K
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