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Ouroboros Research

September 28, 2023

Maker Update #2: DSR is working

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...

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September 23, 2023

Arbitrum Ants are back for the 50m ARB. Top plays: plsARB, GND, JONES, GRAIL.

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...

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September 6, 2023

Demystifying sFRAX - How is sFRAX positive for FXS?

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...

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August 31, 2023

GBTC Bullish or Bearish?

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...

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August 26, 2023

DYDX: Teaching an Old Dog New Tricks

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 ...

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