Theses - 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

Lending,

Theses

Elite

Long EUL/Short COMP

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

24 Mar, 2025 20 Min Read

DEX,

Theses

Elite

Jupiter – $JUP

$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

Betting,

Theses

Basic

Vector – $TNSR

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

28 Feb, 2025 12 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

Layer-1,

Theses

Basic

Sonic – $S

Sonic ($S), once $FTM, reemerges as a high-speed, EVM-compatible L1, with Andre Cronje at the helm.

24 Feb, 2025 13 Min Read

AI,

Theses

Elite

Moby AI – $MOBY

$MOBY finds itself at the intersection of two dominant trends: AI agents and on-chain alpha, poised for growth.

13 Feb, 2025 12 Min Read

AI,

Theses

Basic

AIXBT

AiXBT is a social aggregator that has the ambition of becoming a market intelligence platform.

04 Feb, 2025 Min Read