HeyJaredAlea Research
Objective and actionable research to help you make informed decisions and give you a decisive edge in crypto.
- Indexed issues, last 90 days
- 29
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 25, 2026
Latest issues
Underwrite once, sell many times (opens the original)
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Tokenization solved the record-keeping problem in private credit, and that exposed the older one: finding enough buyers. Pareto and M11 built for that second problem. Pareto's loans outstanding reached $233.2M on Sep 24, up 157% in 12 months, as one FalconX facility reached DeFi lenders, a looped vault on Morpho, a Swiss bank's clients, and new chains. We spoke with Pareto's chief executive Matteo Pandolfi and M11's Thibault Labidi on our podcast. Labidi argued that the limit sits on the buyer s
Neutral rails for onchain asset managers (opens the original)
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Most fintechs, exchanges, and asset managers can afford to build a DeFi desk. Few can afford to spend the time, knowledge, and experience required. Not just TradFi. DeFi treasuries also need on-demand, custom, and automated strategies that run around the clock with circuit-breakers built-in. These days, the opportunity cost of not owning a risk-adjustable yield factory for your assets is just too high. The good news is that whether you are a TradFi or DeFi entity, you can rent this transparent d
Only Hyperliquid Traded More. Then Came 32%. (opens the original)
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Variational traded $17.39B in the five days to Sep 25, up 66.9% on the same days a week earlier and more than in any full week on record. Then it published the prize. Points holders get 32% of $VAR, all of it unlocked on launch day, a larger day-one share than Hyperliquid's 31%. The same terms keep weekly points running un
A 50% Buyback Meets a Tripled Token (opens the original)
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DRV holders went into the week paying 75 times Derive's annualized revenue, and the multiple rose 11% by Friday's close. The same week, the DAO published a plan to send half of its applicable fees to weekly DRV purchases. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!8-9w!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2F
One Survey Priced a Second Hike (opens the original)
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A week ago the market treated a second Fed hike as a coin flip. Wednesday changed that in an hour. Between the flash PMI survey and a speech by Governor Barr twenty minutes later, the price of an October hike on Polymarket climbed from 53.5% to 69.5%. On Thursday the 10-year Treasury closed a
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