MKR Outperformance: MKR is currently testing new highs. Its up 32% in 42 days since our update report on 17 Aug that called for a dip buying opportuni...
Conclusion Upfront: OP → ARB + Best PlaysJul to Sep’23: TVL flowed from Arbitrum → Optimism. In the prior three months, we have seen significant TVL o...
Yesterday (5 Sep '23), Frax introduced sFRAX - its version of sDAI - which will allow users to deposit FRAX and earn yield that "softly targets the Fe...
One theory that has been floating around is that the approval of GBTC’s conversion into an ETF would introduce flow into the “long GBTC short BTC perp...
Over the past month we have accumulated a core position in DYDX at the ~$2 level, believing the transition to v4 will inspire a “bullish unlock”. Our ...