Last week, we flagged 1) Solana's performance into breakpoint, 2) Marinade Finance benefiting from the sunsetting of Lido on Solana and 3) DOT unlocks...
Welcome to Ouroboros Governance Review where we share interesting governance actions and their respective implications. None of the following is finan...
Welcome to Ouroboros Catalysts where we share actionable and impactful research ideas with clear timelines. None of the following is financial advice....
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 ...