Alpha Recap #6: Market Update, Aave App, Cap Money Airdrop and Hyperliquid’s Growth ModeNovember 21, 2025HYAA
Alpha Recap #5: Aave and the neobank thesis, opportunity on Pendle, Kinetiq airdrop and Uniswap overhaulNovember 14, 2025
Alpha Recap #4: Farming Variational, Stream Finance Collapse, and Thesis on On-chain Yield ManagersNovember 7, 2025
Alpha Recap #3: Terminal Finance’s Promise, Ether.fi’s Buyback, and Maple’s Strategic Pivot October 31, 2025SY