Theses - Alea Research

Nilion fills the missing gap in cloud infrastructure enabling private compute.

16 May, 2025 14 Min Read

With 17K+ agent tokens already live & a working implementation of ACP, Virtuals has moved beyond narrative.

07 May, 2025 17 Min Read

Maple leads crypto’s decentralized lending with $1.27B TVL; $SYRUP offers liquid exposure as growth returns to the sector.

04 May, 2025 15 Min Read

$PENDLE provides convex exposure to a market leader on the watchlist of multiple liquid fund portfolio managers.

25 Mar, 2025 Min Read

The long $EUL / short $COMP pair trade capitalizes on the diverging trajectories of these two DeFi protocols.

24 Mar, 2025 20 Min Read

$JUP offers a unique opportunity at this price, providing exposure to a profitable protocol instrumental to Solana's success.

21 Mar, 2025 25 Min Read

$TNSR offers a unique bet on Solana’s memecoin casino via Vector, a fast-paced social trading app.

28 Feb, 2025 12 Min Read

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

25 Feb, 2025 13 Min Read