Alea Research ✓

@AleaResearch · joined 05 Aug 2022

Objective analysis for sophisticated capital allocators. Helping protocols with strategic positioning. https://t.co/DFYzbB4bZX

23 290Followers

1 665Following

21 100Posts total

28.3KViews on collected posts

Latest posts

Alea Research ✓@AleaResearch4 Sep

$SPCX rose 3.3% to $141.50, close to its $135 IPO price. SpaceX priced near a $1.77T equity value, then reported $7.8B of Q2 revenue. The AI segment produced $2.6B of revenue and spent $15.8B on capital. Revenue covered one-sixth of AI capex. https://t.co/4K6DPFgY8J 248 views · 0 likes · 0 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch4 Sep

Summary and Takeaways: https://t.co/wwACxXGL9C 111 views · 0 likes · 0 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch4 Sep

Three yield-bearing dollars lost $644M between them over 30 days. - Out: USYC $300.0M, sUSDe $197.3M, USTB $146.6M - In: syrupUSDG $90.2M, BUIDL $63.9M, sUSDai $56.6M - Five exits totaled $734M. Seven arrivals totaled $344M. The two largest exits were a Treasury fund and a http 374 views · 0 likes · 0 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch4 Sep

$GLXY eased 1.8% to $23.21 as one contracted phase competed with a much larger unleased pipeline. Galaxy delivered 133 MW to CoreWeave and expects about $80M of quarterly revenue at over 90% project-level margin. Unleased Helios is 6.2 times larger and needs $3.5B of debt. http 508 views · 1 likes · 0 reposts · 1 replies Open on X →

Alea Research ✓@AleaResearch4 Sep

Full Episode: https://t.co/3vVIFv7P08 245 views · 0 likes · 0 reposts · 1 replies Open on X →

Alea Research ✓@AleaResearch4 Sep

Bitcoin’s performance is tied to liquidity growth versus earnings growth. When earnings outpace liquidity, capital flows to productive equities like AI, not crypto. https://t.co/Lrp6bhgfOT 3.8K views · 5 likes · 0 reposts · 1 replies Open on X →

Alea Research ✓@AleaResearch3 Sep

On this Market Cap episode, @SeanMFarrell, Head of Digital Asset Strategy at @FundstratDirect, joins our Director of Institutional Partnerships @stefanosanabria. We discuss how Fundstrat’s client base has evolved, with more traditional hedge funds, asset managers and RIAs moving 2.6K views · 5 likes · 4 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch30 Aug

@AleaResearch 这个判断值得重视 5 views · 0 likes · 0 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch26 Aug

https://t.co/f9aU26hXUn 1.6K views · 7 likes · 4 reposts · 1 replies Open on X →

Alea Research ✓@AleaResearch1 Oct 2025

🚨 New Proof of Vision out today folks! In this 36th PoV episode, our Director of Protocol Services, @0xKmack had on @thegostep, Founder & CEO of @OneBalance_io Cross-chain UX is still one of the biggest pain points in crypto. The space is fragmented across dozens of L1s ht

37:58

7.4K views · 12 likes · 3 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch29 Sep 2025

@AleaResearch https://t.co/KQpKHqzXTS 19 views · 0 likes · 0 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch26 Sep 2025

@AleaResearch Alea keeps winning 44 views · 1 likes · 0 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch25 Sep 2025

@AleaResearch South Korea is def. one of the fastest growing crypto hubs, but just like my country, Brazil, it is full of idiosyncrasies. I'm pretty sure that many positive externalities will come from this partnership, not only for @AleaResearch and @tokenpost, but for the whole 935 views · 4 likes · 2 reposts · 0 replies Open on X →

Alea Research ✓@AleaResearch25 Sep 2025

https://t.co/KUKhpwHg0u 10.4K views · 41 likes · 11 reposts · 10 replies Open on X →

Against accounts of the same size

9 posts from the last 90 days, next to the 10K–100K follower range. below its peers on both reach and engagement.

Median views374this account924median for 10K–100K

Reach, %1.61%this account3.62%median for 10K–100K

Engagement, %0.19%this account1.52%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	374	924	0.40×
Reach (views ÷ followers)	1.61%	3.62%	0.44×
Engagement rate	0.19%	1.52%	0.12×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

10.4K25 Sep

935

4426 Sep

1929 Sep

7.4K1 Oct

1.6K26 Aug

530 Aug

2.6K3 Sep

3.8K4 Sep

245

508

374

111

248

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.62%25 Sep

0.64%

2.27%26 Sep

0.00%29 Sep

0.20%1 Oct

0.95%26 Aug

0.00%30 Aug

0.43%3 Sep

0.19%4 Sep

0.41%

0.39%

0.00%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes58.0%76 in total

Reposts18.3%24 in total

Replies10.7%14 in total

Quotes6.9%9 in total

Bookmarks6.1%8 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Against accounts of the same size

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Similar accounts