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Alea Research

@AleaResearch

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Objective analysis for sophisticated capital allocators. Helping protocols with strategic positioning. https://t.co/DFYzbB3Eap

Joined August 2022
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@AleaResearch
Alea Research
11 days
MegaETH aims to become the 1st real-time blockchain, unlocking new use cases for users & developers. With MegaETH's performance & the MegaMafia accelerator, teams across all sectors are building on the chain. Today, we've released a Blueprint report on the MegaETH Ecosystem 👇
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@AleaResearch
Alea Research
1 day
If you found this thread informative, check out our full-length @GOATRollup Perspective report, which discusses GOAT's yield engine, the BTCFi flywheel & more. Access here 👇.
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alearesearch.io
GOAT Network is a Bitcoin-Native ZK Rollup delivering EVM compatibility and providing BTC-denominated yield.
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@AleaResearch
Alea Research
1 day
Read more about @GOATRollup & the real-time proving upgrade in today's newsletter 👇. Subscribe to receive daily project updates & market coverage.
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@AleaResearch
Alea Research
1 day
The Real-Time Proving upgrade serves as an architectural unlock for capital-intensive BTCFi apps, reducing withdrawal latency and improving capital efficiency.
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@AleaResearch
Alea Research
1 day
As soon as a block’s execution proof is ready (~2.6s), it is handed to aggregation (~2.7s) while the next block’s execution proof starts immediately. Groth 16 proofs, which compress the final output to make verification more efficient, run in parallel (~10.38s).
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@AleaResearch
Alea Research
1 day
Real-Time Proving & BitVM2:. Traditional $BTC rollups have processed proofs sequentially with execution proofs first, then aggregation, then finally SNARKs, causing latency that slows withdrawals & liquidity flow. GOAT’s Real-Time Proving instead runs all stages concurrently.
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@AleaResearch
Alea Research
1 day
Native $BTC Yield:. GOAT’s yield model distributes real yield driven by network activity rather than token emissions, sourced from:. - Transaction Fees.- Sequencer MEV.- DeFi Vaults
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@AleaResearch
Alea Research
1 day
GOAT Network Architecture:. GOAT’s architecture is a hybrid stack consisting of Bitcoin’s censorship-resistant finality model and the composability of an EVM execution environment. The core components include:. - Type-1 zkEVM.- Ziren zkVM.- BitVM2 Integration
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@AleaResearch
Alea Research
1 day
GOAT looks to tap into the massive idle $BTC capital pool, making $BTC a productive asset with non-inflationary yield. Specifically, over 1.4M $BTC in U.S. ETFs & millions more in corporate and sovereign treasuries sit idle, capital that GOAT is looking to tap into and onboard.
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@AleaResearch
Alea Research
1 day
Background on @GOATRollup:. GOAT enables DeFi programmability & yield denominated in $BTC, using Bitcoin’s finality and security model. Layering a zkVM over $BTC consensus & bridging via BitVM2, GOAT delivers a swift execution environment without altering Bitcoin’s base layer.
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@AleaResearch
Alea Research
1 day
GOAT Network has rolled out real-time proving. With the launch of the BitVM2 Beta Testnet, real-time proving mitigates latency that slows withdrawals & liquidity flow, a concern for most Bitcoin rollups. Real-time proving is an unlock for the network & capital-intensive BTCFi
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@GOATRollup
GOAT Network 🟡
9 days
We're delighted to announce a huge milestone: Real-Time Proving is now LIVE on GOAT Network: With the release of our BitVM2 Beta Testnet, GOAT Network achieves provably real-time proving using a pipelined architecture and distributed prover network
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@AleaResearch
Alea Research
1 day
RT @stefanosanabria: Nuanced differences in possible strategies with BTC, ETH and alt DATs. Head of Research @dlawant from @FalconXGlobal….
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@AleaResearch
Alea Research
2 days
Market Cap w/ FalconX — Crypto Options, OTC Markets, ETFs & DATs, GENIUS & SEC Pivot
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@AleaResearch
Alea Research
3 days
If you enjoyed this summary, check out our Podcast Digest where we post AI-generated text and audio summaries of the best crypto podcasts.
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alearesearch.ai
Get the key insights from crypto's most interesting podcasts in minutes.
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@AleaResearch
Alea Research
3 days
13/ The long-term vision involves releasing an SDK so anyone can build custom strategies on Aera. It's going to be fun typing "go long Tesla while shorting the gaming sector index" and having a vault execute it automatically using tokenized stocks and DeFi infrastructure.
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@AleaResearch
Alea Research
3 days
12/ Gauntlet's roadmap extends well beyond USD strategies. $ETH and $BTC vaults are the obvious next products, but they're also looking at $XRP yield, which nobody else is building despite massive trading volume.
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@AleaResearch
Alea Research
3 days
11/ Institutions have discovered that private credit yields and crypto margin yields are inversely correlated. When traditional markets struggle and the Fed cuts rates, crypto margin trading heats up and DeFi yields rise. It's great for portfolio diversification.
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@AleaResearch
Alea Research
3 days
10/ The Apollo partnership shows how institutions are bringing private credit to DeFi. Gauntlet runs vaults that let users leverage Apollo's tokenized credit fund on Morpho. Investors can loop their positions to get around 16% yield.
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@AleaResearch
Alea Research
3 days
9/ This approach has caught issues like ERC-20 tokens with non-standard decimals that would have caused catastrophic mispricing. After seven years operating in DeFi through multiple cycles and hacks, they've maintained zero protocol losses.
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@AleaResearch
Alea Research
3 days
8/ Gauntlet runs 24/7 automated monitoring across price feeds, liquidity metrics, and oracle health, but they keep humans in the loop for critical decisions. Their AI tools generate code and unit tests, but humans review everything before deployment to catch edge cases.
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@AleaResearch
Alea Research
3 days
7/ They're adding leveraged Pendle PT positions next, which should add another 2% APY to the vault. The goal is reaching 15% or higher on stablecoins while maintaining liquidity. Users deposit once and the automation handles all the rebalancing and position management.
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