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[@AleaResearch](/creator/twitter/AleaResearch)
"This week on Market Cap we hosted @evgeny_re7 Founder and CEO at @Re7Capital. These are five of the many takeaways from our conversation on the current state of DeFi yields and vaults. X. DeFi as fixed income Evgeny sees DeFi yield as a steady stream of coupons paid in exchange for smart contract risk. With proper risk management that becomes the foundation for reliable bond-like returns. X. Focus beats breadth Re7 runs a few clear strategies rather than a generalist book. Market neutral yield Bitcoin yield liquid tokens and a small consumer and social venture fund. Each plays a defined role"  
[X Link](https://x.com/AleaResearch/status/1979146710543683731) [@AleaResearch](/creator/x/AleaResearch) 2025-10-17T11:25Z 23.1K followers, XXX engagements


"2/ $CFG is one the highest-beta all-encompassing liquid proxies for RWA exposure. $CFG trades at a XXX TVL/FDV ratio and there is a a credible path to $4.5B (implied $1522.5M AUM fees)"  
[X Link](https://x.com/AleaResearch/status/1978446339311579285) [@AleaResearch](/creator/x/AleaResearch) 2025-10-15T13:02Z 23.1K followers, XXX engagements


"Today on Market Cap We're speaking with @evgeny_re7 Founder and CEO at @Re7Capital. In this talk we explore RE7 Capital's innovative investment strategies and risk management frameworks the importance of team dynamics in portfolio management and their newly launched BTC yield strategy. Chapters 00:00 - Introduction to RE7 Capital and Its Vision 05:44 - Transitioning from Traditional Finance to DeFi 11:18 - Investment Strategies and Market Positioning 15:50 - Risk Management and Rating Systems 23:54 - Team Dynamics and Portfolio Management 29:57 - Innovative Approaches in DeFi Investment 32:15"  
[X Link](https://x.com/AleaResearch/status/1978835236004753567) [@AleaResearch](/creator/x/AleaResearch) 2025-10-16T14:47Z 23.1K followers, 1446 engagements


"2/ GOAT is a Bitcoin-native zkRollup secured by Ziren proofs and BitVM2. It lets users stake and use $BTC as gas while earning real yield from onchain fees and MEV. Execution is verified on Bitcoin without bridging risk"  
[X Link](https://x.com/AleaResearch/status/1981008079367135714) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, XXX engagements


"4/ GOAT pushes the technological limits to the edge. Sequencers batch transactions prove execution using the Ziren zk-proof system and settle state commitments (execution traces) on Bitcoin. Gas is paid in satoshis and rewards are cycled back to stakers"  
[X Link](https://x.com/AleaResearch/status/1981008084819673156) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, XX engagements


"5/ Decentralization by design. The universal operator means that the roles of verifier prover challenger and publisher are shared among operators. This rotation keeps incentives balanced and deters fraud through shared risk and slashing achieving a Nash-equilibrium security model"  
[X Link](https://x.com/AleaResearch/status/1981008087709577714) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, XX engagements


"6/ GOAT ranks among the most aligned with Bitcoins trust-minimized standards. Its BitVM2 bridge decentralized sequencing and $BTC gas model reflect an effort to bring GOAT closer to Bitcoins ethos and security standards with every new update or feature"  
[X Link](https://x.com/AleaResearch/status/1981008090352017885) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, XXX engagements


"7/ Learn more about the competitive Bitcoin L2 landscape here:"  
[X Link](https://x.com/AleaResearch/status/1981008092893725025) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, XXX engagements


"1/ Last week we released our $CFG thesis one of the cleanest liquid levers to bet on RWAs. With 6+ years under its belt @centrifuge has crossed the institutional chasm. Full-stack RWA issuance across asset classes deRWA distribution and more. 🧵👇"  
[X Link](https://x.com/AleaResearch/status/1978446336300118222) [@AleaResearch](/creator/x/AleaResearch) 2025-10-15T13:02Z 23.1K followers, 1253 engagements


"1/ Bitcoin doesnt have to sit idle. @GOATRollup Network helps to turn $BTC into yield with zero custodians and full Bitcoin security"  
[X Link](https://x.com/AleaResearch/status/1981008076124942804) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, 4084 engagements


"3/ Sequencer rewards are tokenized as $yBTC which can be split into principal ($pBTC) and pure-yield ($yToken). Users can choose between staking pools fixed-term Safebox vaults or $BTCB/$DOGEB strategies to earn native $BTC rewards"  
[X Link](https://x.com/AleaResearch/status/1981008081204224395) [@AleaResearch](/creator/x/AleaResearch) 2025-10-22T14:41Z 23.1K followers, XXX engagements


"@stacy_muur @GOATRollup @citrea_xyz @BitlayerLabs @build_on_bob @MerlinLayer2 @BotanixLabs @Stacks Thanks for the s/o Stacy"  
[X Link](https://x.com/AleaResearch/status/1981786888253177962) [@AleaResearch](/creator/x/AleaResearch) 2025-10-24T18:16Z 23.1K followers, XX engagements