Objective analysis for sophisticated capital allocators. Helping protocols with strategic positioning. alearesearch.io/research
- Tweets 20,380
- Following 1,661
- Followers 23,343
- Likes 13,860
Today we released a Deep Dive report on Soul.
Soul is the first unified omnichain liquidity layer designed to enhance capital efficiency and borrowing power across DeFi ecosystems.
Soul enables seamless cross-chain lending and borrowing while mitigating risks... 👇
31
1,498
889
14,687
The next generation of crypto users will likely be made up of many mobile-first consumers in emerging markets.
Jambo brings crypto to these users with its affordable smartphones, introducing them to financial services, earning opportunities & more, all on crypto rails 👇
154
263
279
675,444
In our 10th episode of PoV, we had on James Zhang, Co-Founder & CEO of @JamboTechnology.
Jambo is a Web3 superapp for users in emerging markets, providing earning opportunities, on & offramping services, & more.
Jambo is known for the $99 JamboPhone, and is now expanding to launch its own satellites to create the largest on-chain mobile network...
We got into it all on this pod; have a listen!
⏲ Timestamps:
00:00 - Intro
01:03 - Overview of Jambo
05:10 - Do tariffs impact Jambo?
07:10 - What does building a crypto phone look like?
09:12 - Thoughts on Solana Saga
12:20 - Why focus on emerging markets?
16:25 - How to distribute in emerging markets
22:39 - Splitting hardware vs software operations
30:30 - Why build a phone?
34:00 - Pitching Jambo to Pantera, Coinbase etc.
37:20 - Jambo user flow
42:40 - Jambo satellites & rolling out user connectivity
45:22 - Jambo roadmap 2025
52:15 - Thoughts on Worldcoin, Humanity Protocol
56:15 - Web2 companies entering Web3?
50
129
152
49,279
Today, we've released a Blueprint report on Jambo.
Jambo is building a mobile-first Web3 stack around the $99 JamboPhone...
Each device ships with JamboWallet, a non-custodial wallet where users hold their own keys, plus a dApp store and $J rewards earned in-phone👇
126
125
452
260,037
1/ Ethena's 2025 Roadmap just dropped
They're going after TradFi's $190T fixed income market with a plan to bridge DeFi & TradFi.
Why $ENA could be DeFi's biggest story this year 👇🧵
14
111
599
120,318
Is $GMX Sustainable??
Recently @AlgodTrading joined Jordi Alexander (@gametheorizing) to debate the popular @GMX_IO DEX design & if it can be sustainable.
Read our notes below 👇
30
86
386
It's already known that most chains and DeFi protocols struggle with revenue vs. token inflation. This isn't sustainable. @chainlink has a plan to reverse this trend and boost $LINK's value.
A short thread 👇🧵
14
69
323
73,189
1/ A sale that buys its own token.
Downside capped. Upside from yield. Zero dilution.
– Don’t sell what keeps you alive; buy what proves you deserve it.
Here’s how @flyingtulip_ flips the model 🧵 👇
26
61
336
63,642
Worldcoin has become a household name in the Decentralized Identity (DID) space.
Humanity Protocol is here to solve what were once concerns with most DID protocols, from biometric data collection to decentralization & more... 👇
32
56
294
23,026
$VIRTUAL has just passed the $1B valuation mark.
AI mania and a rotation to @base has created a perfect storm for the @virtuals_io ecosystem.
We've covered Virtuals Protocol extensively, as it is one of the leading Agentic AI protocols in crypto currently...
6
34
300
35,534
Today, we've released a Blueprint Report on Humanity Protocol.
In the age of AI, formal authentication methods are becoming increasingly important to distinguish live humans from bots...
Humanity provides a human-centric blockchain for decentralized identity verification👇
77
53
271
93,169
Why start with hardware?
3.1B people live under mobile coverage yet lack a smartphone, and 1.4B adults remain unbanked, paying ~$37B in remittance fees each year.
1
12
138
90,380
1/ $AAVE is leading the expectations for an upcoming DeFi wave
With sentiment and mindshare making new highs, price is starting to notice
Great fundamentals + Umbrella update + new AAVEnomics = Just use AAVE
Here is why🧵 👇
21
62
242
53,097
Revelo Intel is excited to release our first edition of Annual Intel, a collection of our thoughts and opinions on the latest trends and narratives shaping the crypto industry.
It's a 500+ page report that you can access for FREE.
revelointel.com/FREE
18
66
212
153,929
If you want to learn more about @JamboTechnology's unique, hardware-centric approach to crypto distribution, we've released an in-depth Perspective report.
You can read this report for FREE, no account needed👇
alearesearch.io/perspectives…
1
18
46
18,008
.@JamboTechnology aims to roll out the largest mobile network for crypto in the world, and the team uses hardware to achieve this goal.
What might stand out the most about Jambo is its affordable, $99 smartphones.
2
11
30
23,527
However, purchasing a JamboPhone is just the start of the journey for Jambo’s ideal userbase, which is those residing in emerging markets.
The JamboPhone comes pre-installed 20 crypto-focused applications, including the JamboApp.
1
11
23
11,551
Central to Jambo’s implementation strategy is the integrated hardware-software ecosystem.
This actually helps Jambo get over the hump that some DePIN projects struggle with; high hardware costs and limited distribution networks.
1
17
23
18,696
Jambo has addressed these two critical challenges in crypto hardware deployment by securing production agreements with three of the five largest global factories and establishing a supply chain spanning 128 countries.
1
17
30
23,159
Just recently, Jambo has now launched the $J token:
LET'S BUILD!
$J is now officially tradable on top exchanges!
Contract Address: Jambjx1oJoZNBZiqbiF9TqgatEZPdyfvYa9WVsKNzUh
🔹 Jupiter: jup.ag/swap/SOL-Jambjx1oJoZN…
🔹OKX: okx.com/en-br/trade-spot/j-u…
🔹Bybit: bybit.com/en/trade/spot/J/US…
🔹Bitget: bitget.com/spot/JUSDT
🔹Kucoin: kucoin.com/trade/J-USDT
🔹Gate.io: gate.io/trade/J_USDT
🔹Backpack: backpack.exchange/trade/J_US…
🔹BingX: bingx.com/en/spot/JUSDT/
🔹Mexc: mexc.com/exchange/J_USDT
And more: coinmarketcap.com/currencies…
The foundation is set—LET'S BUILD!
1
16
34
23,237
Holozone has been seeing ever-increasing mindshare the past week, even while $HOLO's price has dipped below the peak.
Holozone's goal is to create live AI conversations that blur the line between human and machine 👇
18
64
207
26,208
The JamboApp consists of:
-multichain wallet; supports Solana, EVM chains, MOVE chains, as well as remittance capabilities to make on and offramping easier in many countries
-JamboPlay; this is how users can use the other apps on the device in order to earn tokens
1
15
30
11,526
This groundwork enables faster scaling, reduced costs, and broad accessibility, positioning Jambo as a leader in overcoming DePIN’s traditional barriers.
On the distribution side, the team is deep in the weeds in emerging markets, adapting to local practices to onboard users.
1
15
28
21,345
The Jambo ecosystem aims to make crypto an integral part of Jambo phone users’ lives, long after they have purchased the device.
1
6
30
12,074
While the JamboPhone itself is competetive from an affordability and specs standpoint, it's the wallet infrastructure, Jambo earning platform, and dApp store that set Jambo apart.
1
16
23
11,790
DeFAI is quickly progressing with @heyanonai looking to become the chain abstraction layer for the sector.
Now AUTOMATE aims to attract more protocols to join the Hey Anon ecosystem & make DeFi more accessible.
First, a primer on what $ANON is building 👇
1/ We’re thrilled to announce AUTOMATE, a game-changing TypeScript framework that makes it easy for any dev to integrate DeFi protocols into the Hey Anon ecosystem. Our goal? Become the true blockchain abstraction layer for DeFAI.
2/ Why another framework? Because strict tooling is essential to prevent “hallucinations” in on-chain transactions. AUTOMATE enforces schema-based, deterministic logic, so devs—and AI agents—can safely execute complex DeFi operations with no guesswork.
3/ AUTOMATE supports:
• L2s: @arbitrum & @base
• L1s: @avax , @BNBCHAIN , @iota , @KAVA_CHAIN , @SonicLabs
Solana will be added soon!
4/ We want to accelerate DeFAI adoption:
• Parallel Integrations: Hundreds of pull requests, each adding new “deterministic paths” for DeFi.
• Easy Onboarding: Dev-friendly TypeScript, so anyone can contribute.
• Cross-Agent Compatibility: AUTOMATE empowers other AI or agent frameworks to seamlessly execute on-chain transactions and complex DeFi strategies, driving an open ecosystem for all.
5/ To fuel this growth, our DAO proposal allocates 2% of unallocated $ANON + $1M $USDC in grants. You build a valid PR for a new protocol/data stream → we review & approve → you get rewarded. First come, first served until funds run out!
6/ Grant ranges: From $6.9k to $420k, depending on protocol size & complexity. Note: Protocols (or their forks) already integrated in Hey Anon (see docs) aren’t eligible—only new integrations.
7/ Introducing our Fast Track System: Partner chains (Arbitrum, Avalanche, IoTa EVM, Kava EVM, Sonic) can add extra rewards in their native tokens for high-priority integrations. We’ll review those PRs first—win-win for the chain & devs.
8/ The GitHub repo will go public after the DAO vote concludes. Voting lasts 4 days—if it passes, devs can dive right in, submit PRs, and start earning grants!
9/ Why does this matter? Because a single framework that unites multiple EVM chains—and soon Solana—into a strict, AI-friendly layer will supercharge DeFi. Users avoid chain-by-chain complexity; devs gain a frictionless path to add new protocols.
10/ We see AUTOMATE as more than just a framework—it’s a milestone in building a universal DeFAI platform. Jump in, contribute your protocol, and let’s shape the future of decentralized finance together!
1
41
208
40,006
The launch of the $J token amplifies Jambo's network effects, aligning incentives for users, partners, and the broader ecosystem, creating a self-reinforcing cycle of adoption and growth.
1
14
28
23,097
With 815K phones sold, 9 million wallets onboarded, and partnerships with top-tier investors like Paradigm, Pantera, OKX, and Coinbase, Jambo has already demonstrated significant traction.
1
11
33
21,532
Undoubtedly, crypto and AI are contenders to be among the most disruptive technologies of the decade. Today we explore one protocol incentivizing the production of intelligence, Bittensor ($TAO) 🧵 👇
12
53
185
61,180
Sub-$100 handsets are projected to be a $45B market by 2027.
Meanwhile, 5–10M low-cost edge nodes may be needed for decentralized physical-infrastructure networks by 2030.
A crypto-native phone tackles all three gaps simultaneously...
1
3
102
35,112
We've just published a Perspective report on Spark.
While closely integrated with Sky (fka MakerDAO) via shared liquidity infra & aligned incentives, Spark operates as a SubDAO.
Spark combines 3 tightly linked products - Spark Savings, SparkLend, & the Spark Liquidity Layer 👇
47
36
179
13,716
HyperLiquid has channeled their talents toward the L1 space, releasing HyperEVM.
To see the same success as Hyperliquid perps, attracting top talent and teams to the chain will be key.
Here are some protocols and earning opportunities on HyperEVM 👇
5
27
172
21,571
In a world driven by data, @cookiedotfun is building a decentralized, modular intelligence layer that transforms raw information into actionable insights.
With a fleet of AI agents & $COOKIE token, it’s reshaping the connection between crypto, data, &AI...
2
20
159
17,685
A month ago we released 2 Insight reports on @THORChain and $RUNE: one outlining lending, and one looking at the road ahead.
Since then, $RUNE has outperformed the overall market.
A short 🧵
4
31
151
26,409
This initial airdrop coincided with TGE, but there will be additional drops in the future for new JamboPhone users.
This can act as an incentive mechanism for those in emerging markets, in addition to the earning opportunities already available on the JamboApp.
1
14
17
22,831
Of a maximum supply of 1 billion, 100 million tokens (10%) have been allocated for airdrops to JamboPhone and JamboApp users, as well as MadLads NFT owners.
1
10
15
23,417
Ether.fi is positioning itself as DeFi’s onchain neobank.
From staking and yield to cards and payments, the vertical stack now delivers bank-like services with a fraction of traditional costs.🧵
6
16
156
40,079
While the markets are red, a few AI agent names are up big with $PROJECT89 being one of them.
@project_89 was another one of the projects we previously covered back in November.
Here's the lore behind $PROJECT89 👇
16
38
138
22,666
Today we've released a Perspective Report on INFINIT.
INFINIT is the AI layer that aims to make DeFi more accessible.
Users can chat in plain English and let AI handle the rest while accessing DeFi, while developers can build in Typescript and forget that Solidity exists👇
121
110
132
7,656
Thorchain and Kujira have joined forces, creating a powerful alliance known as @RujiraNetwork.
This merger capitalizes on @THORChain's cross-chain liquidity infrastructure & Kujira’s advanced DeFi products.
Here’s everything you need to know about this topic 🧵👇
1
38
146
20,154
Hyperliquid's HLP has generated $35M in profits since May 2023.
With $240M in deposits into the HLP vault, HLP alone now holds ~17% of Arbitrum's $USDC supply...
How does HLP generate such profits? 🧵
10
23
145
22,139
$AAVE is a DeFi staple, revolutionizing onchain lending & inspiring money markets across chains.
Now Aavenomics looks to revampt $AAVE tokenomics, redistribute protocol revenue via buybacks, & more... 👇
It’s here: the Aavenomics implementation—proposed by @AaveChan 👻
This proposal reshapes revenue distribution, updates tokenomics, and outlines an economic framework for Aave's future.
2
21
142
29,111
Most think that in its current state GPS is good enough for daily tasks.
But industries like agriculture, drones, & autonomous vehicles need 100x more accuracy.
That’s where @geodnet comes in—solving real-world problems using crypto 🧵👇
2
9
33
3,425
In today's newsletter, we covered Vertical Blocks Ep. 3 featuring Aric Chang of @wave_financial
Read our notes to learn what hosts @juanaxyz00 and @SjHarcourt discuss with guest @zk_Chang including 👇
-the future of $FTM
-experience in VC
-and more!
revelointel.substack.com/p/w…
5
22
119
FOMO3D is seeing a bit more mainstream attention.
Last month we briefly included @FOMO3DdotAPP in some of our coverage.
The protocol has an interesting backstory & some unique iterations upon @pumpdotfun & other DeFi primitives...
I personally reviewed this audit and whitepaper. The innovations described in the @FOMO3DdotAPP docs could reshape the landscape for AMMs, LPs and DeFi overall.
19
39
122
16,316
We're proud to be working with @THORChain.
$RUNE started out solving the problem of native crosschain swaps & has since expanded to savers vaults, lending & more...
Our coverage of THORChain has been expansive thus far - & will only grow. 🔽
5
26
125
13,717
What is @iota??
In this episode of @CryptoCoinShow, @Ashton_Addison_ speaks with @DomSchiener, Co-Founder & Chairman of IOTA Foundation to discuss IOTA, updates developments, blockchain technology and more.
Read our notes below to learn more. 👇
4
41
125
5,788
An Early Christmas Gift from Alea Research!
Introducing The Crypto Odyssey by Alea Research, 2024 Edition.
Crypto moves fast, and staying ahead demands clarity, context, and insight. That's where our annual State of the Industry report comes in—your essential guide to the trends, challenges, and opportunities shaping the next chapter of crypto.
In it, we explore catalysts that may drive mass adoption as well as headwinds and systemic challenges that threaten to hold the industry back.
Whether you’re deeply immersed in crypto, an enthusiast, or simply curious, this report is your go-to resource to get up to speed. In a space where knowledge truly is power, staying informed has never been more critical.
This 400-page report is available for FREE thanks to our amazing sponsors (listed below in no particular order).
16
38
129
60,718
The days of huge speculative premiums on tokens disassociated from real-world utility are coming to an end...
DePIN isn’t just another hype cycle, and $HNT is paving the way for sustainable growth 🧵 👇
5
24
102
7,420
With almost $70 billion in lifetime volume, @THORChain allows seamless cross-chain asset exchanges by enabling direct swaps of native Layer 1 assets.
This is all done on a decentralized, non-custodial, and trustless platform🧵👇
5
23
118
7,213
Yesterday we released an Industry Intel on @THORChain.
We explore the role of $RUNE & how it connects the 4 main actors in the THORChain ecosystem—liquidity providers, swappers, traders, & node operators.
$RUNE liquidity, security, incentives, and governance.
5
28
127
4,699
Today we've released a Deep Dive report on Humanity Protocol.
Humanity Protocol provides a decentralized identity infrastructure designed to solve the “unique-human problem” in Web3.
The protocol verifies proof of humanity without compromising privacy... 👇
13
19
117
12,488
Subscribe to our free newsletter for:
► Summary notes of project/chain community calls
► Summary notes of podcasts
► Project Timelines
► Project Overviews
► Deep Dive project/chain research
► Data Analysis
► Project Financial Models
revelointel.com/
7
56
108
🚨 New Proof of Vision episode for you folks today:
In our 8th PoV episode, we had on Humayun (@HMsheikh4), Chairman of @ASI_Alliance.
ASI is an alliance formed by some of the largest players in the decentralized AI space, including Fetch . ai, SingularityNET, Ocean Protocol, and CUDOS, looking to research and help develop decentralized AGI.
We discussed what traditional research in the AI space looks like, how ASI compares to centralized players like OpenAI & DeepSeek, & more...
Have a listen 👇
⏲ Timestamps:
00:00 - Intro
01:03 - Overview of the ASI
06:07 - Overview of Fetch. ai
11:43 - Development Process & Goals of ASI-1 Mini
17:37 - Development Process at ASI
27:35 - How is ASI Positioned Compared to Centralized Incumbents?
30:00 - Future for ASI & Roadmap
37:29 - 'Cleaning up' Crypto AI Space?
3
23
114
14,301
Fluid is quickly becoming a core pillar of DeFi infrastructure.
In just 9 months, it has grown to the 3rd largest DEX on Ethereum by volume and the 6th largest lending protocol by TVL—with minimal incentives.
Here’s what’s driving this rise 👇
21
27
109
12,846
What is the Fantom Virtual Machine?
In this Twitter space, host @an301003 of @fantom_insider speaks with @theotherpomp, CMO of @FantomFDN, to discuss the future of Fantom ecosystem and more.
Read our notes below to learn more 👇
6
30
107
Today we've released a Market Intel on $VELO to our premium members.
@VelodromeFi's role is changing from a ve(3,3) DEX to a liquidity backbone for the greater Optimism Superchain ecosystem, which is comprised of some of the top Ethereum L2s and counting...
3
17
111
9,835
@traderjoe_xyz $JOE the leading DEX on @avalancheavax $AVAX is launching a next gen AMM called Liquidity Book.
A few days ago they held an AMA session with team members @cryptofishx @blue_clarity
Read below what was discussed 🧵 🎅
5
25
110
Yesterday, we released our **Industry Intel** on **Pryzm**.
@Pryzm_Zone is an L1 appchain dedicated to transforming yield management, a **Layer-1 yield Hub**.
Notably, it is built on the @cosmos SDK and uses IBC, providing new use cases for cosmos assets...
4
13
87
66,436
Your ETH Merge Predictions Might be Very Wrong!
Jordi Alexander @gametheorizing shares his thoughts regarding macro, the upcoming $ETH merge, and the Crypto market in general with Luke Martin @VentureCoinist on the @StacksPodcast
6
22
96
What You Need to Know About @Velvet_Capital
Velvet Capital is a DeFi operating system aimed at democratizing asset management.
DeFi's complexity has long been a barrier for capital looking to enter crypto, especially for the institutional crowd; Velvet aims to solve this.
8
10
18
4,360
🚨 July 4th PoV episode for you folks today:
In our 21st Proof of Vision episode, we had on @LucaNetz, CEO of @pudgypenguins & @IglooInc.
Pudgy Penguins has grown into crypto's most recognizable brand after being acquired by Luca in 2022.
The team has rolled out multiple Pudgy Penguins toys, games & more, also introducing @AbstractChain.
In this podcast, we discussed Luca's thoughts on what mistakes teams in crypto are making today, how to effectively leverage a brand for distribution, & more...
Have a listen 👇
⏲ Timestamps:
00:00 - Intro
01:33 - Luca Intro & Origin Story
06:45 - Challenges of Selling Physical Products
09:30 - $PENGU Growth Strategy
15:35 - Can Other Crypto Projects Become a Brand
30:43 - Pudgy Penguins IP & Expanding into Gaming
37:46 - Abstract Chain's Value Add
47:10 - Abstract Portal & Streamlining Blockchain UX
52:00 - Outro
16
24
109
14,208
$LNDX - Bringing Commodity RWAs Onchain
@landxfinance takes real-yield farming to the next level with its commodity perpetual vaults, enabling depositors to earn a yield while having exposure to crops like rice, wheat, & more.
Keep reading to learn more...
68
36
91
25,440
We just released a Project Breakdown (diligence) report on Particle Network (@ParticleNtwrk).
Particle Network is a Layer-1 blockchain designed to unify all chains through Universal Accounts, addressing the fragmentation of users and liquidity across different blockchain networks.
Utilizing the Cosmos SDK, Particle Network's modular architecture retains sovereignty while outsourcing validation and data availability.
Features like Universal Accounts, Universal Liquidity, and Universal Gas simplify the user experience across blockchain ecosystems, enabling seamless interactions and transactions.
By focusing on chain abstraction, Particle Network enables users to interact with multiple blockchain products and assets without the complexities of multi-chain interactions.
Read the full report 👇
revelointel.com/project-brea…
Enjoy!
17
13
94
45,787
We recently released a Snapshot on @PendleFinance, highlighting key protocol metrics, data points, and trends over the month of October.
Key Performance Highlights:
-TVL: $192.1m (20.5% increase)
-Volume: $46.5m (96.4% increase)
-Price of $PENDLE: $0.926 (27.1% increase)
-Market Cap: $89.6m (27.4% increase)
Highlights include the launch of Pendle Academy, introduction of new pools like $swETH, $crvUSD, and $sFRAX, and Pendle reaching a new ATH in its TVL.
Total Value Locked:
Pendle started the period with a TVL of $159.4m and closed at $192.1m, marking a $32.7m (20.5%) growth.
The $127.5m TVL on @ethereum mainnet represents 66.4% of Pendle's total protocol TVL.
Notably, Ethereum's TVL rose by 7.1% during this period. The uptick in Pendle's TVL on Ethereum is attributed to the new vaults released and the Swell Network’s Pearl accumulation.
$PENDLE Price:
PENDLE opened at $0.729 and closed the period at $0.926, showcasing a 27.1% increase. In comparison, $ETH, Pendle's primary network, observed an 8.5% rise over the same duration.
Volume:
Pendle's total volume traded for this period was $46.5m. The major events leading to this volume surge are the volatility observed in major tokens like $BTC and $ETH.
Principal Tokens (PTs):
Holding the principal token (PT) allows redeeming the principal amount after maturity. Trading PTs affects their price and the implied APY.
The chart illustrates the position if you acquired a PT on the respective day for each of the four largest pools.
When it comes to Yield Tokens (YTs), acquiring $sDAI YT would have been profitable, continuing the trend from the previous period.
User statistics:
During this period, 2.5k new wallets interacted with Pendle.
Competitor Analysis:
Pendle stands 3rd among its competitors. It began the period with a sector dominance of 6.82% and saw an increase, closing at 9.16%.
To see trends on volume, $YT and $PT tokens, and $vePENDLE, Governance events, and News events that could have played a role, read the entire Snapshot for FREE, no account needed from the link in our bio.
While you're at it, you can also read our in-depth Project Breakdown and Timeline to get a deep dive into the mechanics and history behind this innovative yield trading platform...
5
14
49
8,675
Calling the $TAO community!
We appreciate the support you gave us for the Bittensor report we wrote. We're interested in having someone from the @opentensor team on our podcast.
Can someone connect us with @const_reborn?
Undoubtedly, crypto and AI are contenders to be among the most disruptive technologies of the decade. Today we explore one protocol incentivizing the production of intelligence, Bittensor ($TAO) 🧵 👇
8
9
96
10,022
How Can zkEVM Help Scale $ETH and $MATIC?
In this @0xPolygon pod, @pashakun is joined by @0xPolygonID cofounder @davidsrz & @0xPolygonZero cofounder @bfarmer to discuss zkEVM, scaling blockchains, what's to come in 2023, & more.
Read our notes below 👇
revelointel.substack.com/p/h…
3
24
83
12,194
Today we’ve released a Market Intel on none other than @ArweaveEco
$AR has outperformed the market recently after news of @aoTheComputer was introduced.
AO will see Arweave transition from a decentralized storage protocol to one more closely linked to AI…
6
24
63
7,813
🚨 New Proof of Vision episode for you folks today:
In our 27th PoV episode, our Director of Protocol Services, Kirk, had on @0xSehaj, Co-Founder of @avantisfi
Avantis is an advanced onchain exchange for cross-asset leverage, where users can long or short synthetic crypto, forex, and commodities or provide liquidity to power these markets.
In this episode, we discussed the CEX vs DEX paradigm shift, how Avantis differentiates itself from Hyperliquid, the role of AMMs in scaling new asset classes, what’s next on their roadmap and more.
Have a listen 👇
⏲ Timestamps:
00:00 - Intro
02:29 - Sehaj Background
05:40 - CEX vs DEX: the future belongs onchain
08:20 - Not competing with Hyperliquid (different markets)
11:07 - Should you expect tokenized SPX onchain?
12:38 - Avantis System Explained
16:57 - Avantis & Its Funding Model
18:13 - Avantis Oracle Structure
22:03 - How Avantis Tracks Traders
25:18 - What is Positive Slippage?
27:15 - How Avantis Runs on No Fees
30:08 - Avantis Goes After Growth
31:30 - Avantis and Omni Chain Environments
34:58 - What Comes Next On Avantis?
37:06 - Avantis and Tokens
11
22
94
51,528
Since 2021, the @JamboTechnology stack, including the JamboPhone, JamboOS, and the Jambo App Store, has onboarded 10M+ users in 120+ countries.
The phone can mine $J and partner tokens out-of-the-box, while JamboOS pre-loads Tier-1 apps to shorten the learning curve.
1
4
52
19,166
As 2024 comes to a close, we’re excited to announce our rebrand to Alea Research.
Over the past two years, we’ve established ourselves as a trusted leader in crypto research, delivering in-depth, fundamental analysis. This rebrand marks the next chapter in our journey—doubling down on our mission to provide unmatched insights and give you the edge to navigate the crypto space with confidence.
With the new name comes a new platform, designed to make learning seamless, intuitive, and impactful.
New name. New products. New experience. Same commitment to excellence.
Join thousands of users already benefiting from our research—sign up for a FREE account today. Limited-time discounts are available.
We’re honored to be an industry pillar for research and diligence—and this is just the beginning. Stay tuned for more exciting announcements in the days ahead!
🔗 Links in bio.
33
16
91
12,753
We've just released a Market Intel on $RUNE for our premium members.
$RUNE is displaying some interesting sentiment & correlation with majors.
In this report, we dive into symbiotic relationship between $RUNE price and @THORChain, key to understanding this bet...
2
15
96
3,331
We just released another Analyst Insight.
This time, we put two powerhouses into the ring against one another. The powerhouses: @GMX_IO and @synthetix
Read our full Insight here: revelointel.com/insights/syn…
Here's what we know 👇
2
16
86
44,410
Is gamified DeFi the key to mass adoption?? 🎮 📈
In this @Dsquaredfinance AMA, cofounder @defidope welcomes @BondiWealthSec founder & CEO Luca @avax2moon to discuss how they plan to gamify onchain options strategies.
Read our notes below 👇
revelointel.substack.com/p/i…
3
9
50
this is lowkey the worst bullmarket ever bro you got 'established' alts nuking -80% in 2 weeks
i was promised it would be a bullish Q1
4
87
10,727
Despite market conditions, Sonic has maintained ~$1B in TVL.
With ecosystem incentives and the launch of DeFi primitives by Andre Cronje, the chain can play to it's strengths & become a hub for new DeFi primitives 👇
1
15
90
9,387
How Is Unibot Simplifying The LP Process on @arbitrum?
In @arbitrum's AMA w/ @DiamondProtocol, they discuss how Unibot uses @Uniswap V3 to make LPing easier, what you can expect in the future from @DiamondProtocol , & more.
Read our notes below 👇
revelointel.substack.com/p/h…
2
13
We've just released a Blueprint report on Particle.
Particle Network is an L1 focused on chain abstraction, minimizing liquidity fragmentation with universal accounts.
From its start as a wallet service provider to now rolling out UniversalX, Particle has come a long way...👇
5
17
80
22,946
Is Gaming the Key to Mass Adoption??
In this episode of @RealVision Crypto, host @RaoulGMI is joined by @ysiu, co-founder, & chairman of the board of of @animocabrands to discuss how Web3 gaming will play an important role in crypto adoption & more!
Read our notes below 👇
3
9
31
13,354
What makes @nansen_ai successful???
In Vertical Blocks ep. 7 Juan Angel @juanaxyz00 & Simone Pomposi @theotherpomp of @FantomFDN welcome @nansen_ai CEO Alex Svanevik @ASvanevik to discuss building in Web3, the history of @nansen_ai, & more.
Read our notes below 👇 🧭
5
21
73