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[@AleaResearch](/creator/twitter/AleaResearch)
"Our full length $EUL Thesis report is exclusive for our premium members. Join our ranks today or browse our selection of free content link in bio"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337204038308073) 2025-07-21 16:45:43 UTC 22.5K followers, XXX engagements


"$TANSSI binds every actor and ecosystem participant through one cohesive token model. Sequencers can earn fees from network activity as block-production revenue but they must win a spot in the active set by posting stake"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945545106859462945) 2025-07-16 18:04:34 UTC 22.5K followers, XXX engagements


"To this end @RumpelLabs introduces pTokens fungible ERC20 tokens representing offchain project points balances. pTokens can be traded freely onchain giving more optionality to issuers (projects) users (points holders) and investors (points purchasers)"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947703537728950491) 2025-07-22 17:01:24 UTC 22.5K followers, XX engagements


"GOAT looks to differentiate itself vs other BTC L2s not with its tech alone but with its deliberate alignment with Bitcoin-native capital. By redistributing all protocol revenue in $BTC GOAT offers a yield structure that suits balance-sheet allocators"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948421861861372246) 2025-07-24 16:35:46 UTC 22.6K followers, X engagements


"With $1.3B borrowed & a FDV shy of $XXX million $EUL has a Borrowed/FDV ratio of 3x (114% greater than Maples $SYRUP and XXX% greater than $MORPHO). Euler is the credit market with the highest utilization rate globally and the highest number of vault combinations"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337181376221504) 2025-07-21 16:45:38 UTC 22.5K followers, XXX engagements


"GOAT enables programmability and finality on the Bitcoin L1 with a stack combining: - zkVM - Ziren - BitVM2 - decentralized sequencer set - trustminimized bridging"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948422998425510296) 2025-07-24 16:40:17 UTC 22.6K followers, XX engagements


"Tomorrow on Market Cap We're hosting @Jp_Everstake from @everstake_pool to discuss: - Institutional Inflows Drive Ethereum - Strategy Launches New Product - Total Crypto MC over $4B - GENIUS Act Signed Live on X Thursdays 10am ET onwards Notifications ON for reminders"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947652200710156519) 2025-07-22 13:37:24 UTC 22.6K followers, 1925 engagements


"Key Takeaways: - $EUL ownership is shifting from VC to liquid fund dominance as fundamentals improve. - P/F (FDV and MC) valuation multiples have compressed by XX% YTD now trading significantly below their historical averages"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337183976952131) 2025-07-21 16:45:39 UTC 22.5K followers, XXX engagements


"From IPOs to acquisitions & more TradFi is embracing stablecoin tech at record pace. Stable Summit the leading dedicated stablecoin conference took place last month in Cannes. Our Summit Digest tool is here to provide the key insights & takeaways👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1944871213349920915) 2025-07-14 21:26:45 UTC 22.5K followers, 1850 engagements


"Euler is not just a money market - DEX hybrid; it's a budding DeFi operating system. Euler's modular design combines trading lending & leverage resulting in sticky infrastructure for token issuers and asset managers. Today we've released a Thesis report on $EUL 👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337175181451453) 2025-07-21 16:45:36 UTC 22.5K followers, 3905 engagements


"While GOAT is Bitcoin-native at the security & settlement layer its execution environment supports wrapped assets stablecoins & synthetic primitives. This enables composable DeFi apps including $BTC-backed lending markets leverage vaults structured products & more"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423014049288235) 2025-07-24 16:40:21 UTC 22.6K followers, XX engagements


"- Divergences in price/TVL/fee correlations help distinguish between moves driven by fundamentals versus narrative. - $EUL trades at a marketcap of just $270M despite being the lending market with the greatest diversity and options for yield strategies"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337187164303795) 2025-07-21 16:45:39 UTC 22.5K followers, XXX engagements


"$EUL currently stands out with a P/F (fully-diluted) multiple of 5.2x. This is relatively low compared to peer protocols like: - $AAVE (8.2x) - $MORPHO (18x) - $SYRUP (40x)"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337189903503863) 2025-07-21 16:45:40 UTC 22.6K followers, XXX engagements


"Polytrade is the leading RWA marketplace with over 7000 assets listed. From tokenized treasuries to stocks real estate & more RWAs provide optionality for retail and institutional users. Polytrade aims to build the infrastructure for growing institutional demand in crypto"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1946205147128103088) 2025-07-18 13:47:20 UTC 22.5K followers, 1032 engagements


"Unlock liquid yield with onchain fractional reserve lending. infiniFi abstracts & recomposes stablecoin yields similar to TradFi but with: - better terms - clearer transparency - programmable flexibility"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947989425503506755) 2025-07-23 11:57:25 UTC 22.6K followers, XXX engagements


"$TANSSI powers the Tanssi Network coordination layer & captures value from the ecosystem of Networks deployed on top. $TANSSI is used to: - register & operate appchains - pay sequencer & operator rewards - stake & earn yield - cover tx fees - govern protocol upgrades"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945545104842002788) 2025-07-16 18:04:34 UTC 22.5K followers, XXX engagements


"Oasys is leading Asia's adoption of RWA tokenization. Starting in Central Tokyo real estate investor GATES Inc. is tokenizing $75M of real estate via Oasys making it accessible to investors worldwide. GATES Inc. plans to tokenize as much as $200B of its real estate holdings"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1943603985874645254) 2025-07-11 09:31:15 UTC 22.5K followers, 1020 engagements


"GOAT looks to differentiate itself vs other BTC L2s not with its tech alone but with its deliberate alignment with Bitcoin-native capital. By redistributing all protocol revenue in $BTC GOAT offers a yield structure that suits balance-sheet allocators"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423016540729684) 2025-07-24 16:40:21 UTC 22.6K followers, XXX engagements


"If you found this thread informative our full Deep Dive explores @TanssiNetwork's architecture use cases $TANSSI tokenomics & more. Access here 👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945545112366542872) 2025-07-16 18:04:35 UTC 22.5K followers, XXX engagements


".@Looped_HYPE - Looping Rewards Looped Hype (built by the stakingrewards team) is an automated looping protocol that utilizes liquid staked $HYPE like $stHYPE and $kHYPE to boost yields. It currently offers XX% APY. Looped Hype holders receive $LHYPE as a receipt token"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1899455867852132466) 2025-03-11 13:42:23 UTC 22.5K followers, 1637 engagements


"Over time crypto markets have provided us with multiple examples of what does and doesn't work for points programs. Points programs often face challenges including: - no liquidity - imperfect secondary markets - unequal dynamics - ambiguous value"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947703534910378296) 2025-07-22 17:01:23 UTC 22.5K followers, XX engagements


"Projects can launch Tanssi-Powered Networks to gain: - total runtime control - immediate large-scale economic security All while avoiding the overhead of bootstrapping a dedicated validator and tooling stack"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945545110282014931) 2025-07-16 18:04:35 UTC 22.5K followers, XXX engagements


"Rumpel has also gone live on the HyperEVM partnering with @0xHyperBeat & @sentimentxyz. With many new projects and $HYPE's historical points program - token launch success the HyperEVM is a natural fit for Rumpel"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947703546792841285) 2025-07-22 17:01:26 UTC 22.6K followers, XXX engagements


"Compared with competitors $EUL remains the cheapest on cash flow multiples highlighting a valuation that still implies the heaviest discount to run-rate revenue"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337198858383371) 2025-07-21 16:45:42 UTC 22.5K followers, XXX engagements


"Our $EUL thesis is based on Euler being both misunderstood & mispriced as most ignore the optionality premium that comes with being a meta-protocol with an active buyback program as fundamentals improve"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337201865658832) 2025-07-21 16:45:43 UTC 22.5K followers, XXX engagements


"GOAT is designed to enable a flywheel on top of this $BTC-denominated yield: The more users deposit $BTC the more activity flows through dApps the higher the yield and MEV the stronger the $BTC-denominated incentives the more $BTC is drawn in"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423011591163979) 2025-07-24 16:40:20 UTC 22.6K followers, XX engagements


"Market Cap w/ VanEck - Pump ICO Onchain ETH Outperformance Latest Treasury Vehicles BTC New ATH"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945848995236233465) 2025-07-17 14:12:07 UTC 22.5K followers, 2428 engagements


"If you found this thread informative our full-length @GOATRollup Perspective report explores GOAT's architecture & mechanism design the BTCFi flywheel macro tailwinds for $BTC & more. Access here 👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423018562392153) 2025-07-24 16:40:22 UTC 22.6K followers, XXX engagements


"Developers can leverage a modular stack and ready-made templates receiving bundled essentials including: - wallet integrations - block explorers - data indexers - bridges oracles - crosschain messaging"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945545102824542612) 2025-07-16 18:04:33 UTC 22.5K followers, XXX engagements


"EulerSwap: EulerSwap redefines the asset issuance playbook building on top of Eulers existing primitives. This comes at a time when stablecoins are top-of-mind along with other targeted efforts involving LSTs LRTs PTs or RWAs"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337192860487874) 2025-07-21 16:45:41 UTC 22.5K followers, XXX engagements


"To reconcile $BTC s conservative security model & the composability of $ETH -style smart contracts a hybrid stack is implemented that layers a zkVM execution environment over Bitcoins consensus and finality guarantees"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423000744984974) 2025-07-24 16:40:17 UTC 22.6K followers, XX engagements


"GOAT enables programmability and finality on the Bitcoin L1 with a stack combining: - zkVM - Ziren - BitVM2 - decentralized sequencer set - trustminimized bridging"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948421844148933089) 2025-07-24 16:35:42 UTC 22.6K followers, X engagements


"Currently platform users can earn extra rewards via Rumpel Straw Rumpel's native points program. With Chapter X lasting until September users can earn straw by: - tokenizing points - providing liquidity to pToken pairs - engaging in community governance & social campaigns"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947703543714201859) 2025-07-22 17:01:26 UTC 22.5K followers, XX engagements


"It's no secret that the majority of $BTC sits idle in wallets treasuries & custodial silos. @GOATRollup proposes a technical solution to reframe $BTC utility as a productive resource enabling DeFi synthetic asset issuance rehypothecation or custodial risks"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948422996361949364) 2025-07-24 16:40:16 UTC 22.6K followers, XX engagements


"Notably all network rewards including transaction fees sequencer MEV & lending interest are paid directly in $BTC. This yield is derived from economic activity taking place on GOAT Network using $BTC as the canonical asset for fees"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423008067948847) 2025-07-24 16:40:19 UTC 22.6K followers, XX engagements


"GOAT's security model combines ZKsettlement with an optimistic challenge window to deliver both instant math-based finality for L2 state updates and a crypto-economic backstop for $BTC bridge operations"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948423003441631561) 2025-07-24 16:40:18 UTC 22.6K followers, XX engagements


"Over the years Premia has evolved from an options trading protocol into a suite of products including: - Kyan: Premia v4 offering both options & perps trading - Archetype: DeFi aggregator with price protection Look forward to what is to come from @PremiaLabs"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1942630021887320362) 2025-07-08 17:01:04 UTC 22.6K followers, 2798 engagements


"Frontier: Conceived by @objectivedefi Frontier packages Eulers lending vaults swap routing and crossvault netting into an offtheshelf correlated market template. In its first month Frontier crossed $XXX M in deposits across XX markets"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1947337196060741958) 2025-07-21 16:45:41 UTC 22.5K followers, XXX engagements


"Protocols increasingly insist on owning every layer of the stack including their own chain. Tanssi streamlines the launch of custom appchains in minutes not months allowing teams to keep more of the value they create. Today we've released a Deep Dive report on Tanssi👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1945545087641161739) 2025-07-16 18:04:30 UTC 22.6K followers, 12.8K engagements


"Despite its $2.3T+ marketcap most $BTC sits idle underutilized. GOAT Network is a Bitcoin-Native ZK Rollup delivering EVM compatibility and providing BTC-denominated yield looking to make idle $BTC productive. Today we've released a Perspective report on GOAT 👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1948422993807597610) 2025-07-24 16:40:16 UTC 22.6K followers, 5226 engagements


"This week we released a Thesis report on Derive. A bet on Derive ( $DRV ) seeks venture-scale returns for backing a thesis that expects an alternative to CEXs for options & structured products onchain. Derive ( $DRV ) is the onchain options leader trading at a $40m FDV👇"  
![@AleaResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1555515751267811328.png) [@AleaResearch](/creator/x/AleaResearch) on [X](/post/tweet/1938655609945301474) 2025-06-27 17:48:10 UTC 22.5K followers, 2563 engagements