Alpha Recap #33: OAK Premium Expands, Lighter’s Token Outperforms, and Aave Unveils Its "Stable Vaults"

The Alpha Recap is designed to highlight the most important crypto market Alphas of the week. Every Friday, we bring you a condensed breakdown of the most valuable insights from our Alpha Feed.

Reserved for OAK Premium members, the Alpha Feed brings together market insights, yield and airdrop strategies, along with key information across the crypto landscape. In other words, it reflects OAK Research’s core DNA: delivering filtered, high-signal content that goes beyond the noise.

Will Lighter's LIT Token Continue to Outperform?

This week, Lighter's token posted a strong rally following two major announcements. First, the protocol updated its tokenomics by replacing its existing buyback mechanism with a true burn model. At the same time, staking rewards will now be funded through the ecosystem reserve.

In addition, Robinhood announced the integration of Lighter into its Wallet for perpetual trading, potentially exposing the protocol to millions of new users. To support the launch, an $11 million rewards program has also been introduced to incentivize early activity.

But are these announcements enough to justify LIT's recent price appreciation? While the new burn mechanism does strengthen the token's value accrual and its valuation still appears reasonable compared to some competitors, several factors suggest a more balanced view, particularly regarding the protocol's actual activity and the significant token unlocks scheduled to begin later this year.

That is why, in a dedicated Alpha, we analyzed Lighter's new tokenomics, the real impact of its partnership with Robinhood, and LIT's long-term outlook to determine whether its current valuation is truly justified.

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Aave Unveils Stable Vaults, a Product Designed to Accelerate DeFi Adoption

This week, Aave introduced Stable Vaults, an infrastructure that enables a wide range of platforms, including wallets, neobanks, exchanges, and payment companies, to offer fixed yields on stablecoins. In practice, Stable Vaults aggregate multiple variable yield sources to deliver a stable and predictable APY, while allowing each integrator to decide both the yield offered to users and the margin they wish to retain.

Beyond its mechanics, Stable Vaults effectively represents a new distribution channel for the Aave ecosystem. Yields will be sourced directly from Aave's infrastructure, which should naturally strengthen the protocol's liquidity while also supporting GHO adoption, as Savings GHO will be one of the available yield sources.

This architecture will also serve as the foundation for the upcoming Aave App, whose launch has been anticipated for quite some time.

In our Alpha Feed, we took a closer look at how Stable Vaults works and explored the opportunities this new infrastructure creates, both for Aave and for on-chain finance as a whole.

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OAK Premium Expands With a New Page Dedicated to the Best DeFi Yields

This week, we expanded OAK Premium with a brand-new feature: the Yields page. Designed to simplify the search for yield opportunities, it brings together the main DeFi assets and lists the best on-chain strategies available for each of them.

In practice, every asset now has its own dedicated page, allowing users to compare available pools at a glance, including their APYs, TVL, yield evolution over the past 30 days, and our proprietary OAK Score, an indicator designed to assess the quality of opportunities based on multiple criteria.

The objective is simple: centralize the most important information to make finding the best yield opportunities easier, without having to navigate across countless protocols.

The new page is now available to all OAK Premium members and represents the first step in a broader roadmap of new tools that will progressively enhance the Premium offering.

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