Pro - Alea Research

$PENDLE represents a liquid opportunity with convex exposure to a market leader that is likely to be on the watchlist of multiple liquid fund portfolio managers.

25 Mar, 2025 Min Read

Layer-1,

Theses

Elite

Hyperliquid – $HYPE

Hyperliquid is the first and only precedent fusing a L1 and a trading exchange in a single platform.

25 Feb, 2025 13 Min Read

DePIN,

Blueprint

Pro

SkyTrade

SkyTrade is a decentralized platform that enables property owners to monetize their air rights.

06 Feb, 2025 21 Min Read

Liquid Staking,

Blueprint

Elite

Babylon

Babylon Protocol is a decentralized Bitcoin staking platform enabling users to earn yield while securing the network.

28 Jan, 2025 20 Min Read

Layer-1,

Theses

Elite

Avalanche – $AVAX

Avalanche has changed it's focus, now acting as a hub for institutional adoption and even finding success in gaming.

15 Jan, 2025 16 Min Read

AI,

Perspectives

Elite

Crypto x AI

Simulation engines like Infinite Backrooms drive immersive virtual worlds that shape cultural shifts and decentralized economies.

08 Jan, 2025 31 Min Read

Restaking,

Perspectives

Pro

Restaking Wars

Restaking lets dApps leverage staked assets for security and yield but poses risks like slashing and systemic failures.

10 Oct, 2024 32 Min Read

Layer-2,

Perspectives

Pro

Cartesi

Cartesi is a modular, Linux-powered rollup framework that enables dApps to leverage familiar tools, surpassing EVM limitations.

21 Aug, 2024 13 Min Read