Ouroboros’s Substack

Ouroboros Market Update #5: Ethena's sUSDe growth, Hyperliquid extends points season, Political memecoins

In this issue, we cover Ethena sUSDe yield, Hyperliquid's extended points season and political memecoins. This article was first available to OLAP…

Jun 5, 2024 • 

Ouroboros Capital

 and 

0xRamen

2

Ouroboros Flows & Positioning Chartbook #11

Stay bullish but watch the gap (FOMC) as you board the gravy train.

Jun 2, 2024 • 

Ouroboros Capital

3

May 2024

Ouroboros Market Update #4: Governance token for mETH, GMX expanding to Solana, Infinex's lockdrop

Mantle's new token for mETH, GMX's expansion to Solana and calculate the yield for Infinex's lockdrop. This article was first available to OLAP holders…

May 27, 2024 • 

Ouroboros Capital

 and 

0xRamen

2

Ouroboros Flows & Positioning Chartbook #10

We are back!

May 27, 2024 • 

Ouroboros Capital

1

Ouroboros Flows & Positioning Chartbook #9

TradFi is bidding. Idiosyncratic risk-on liquidity coming into crypto. ETH ETF to follow BTC's fractal. // We released this article one week prior…

May 24, 2024 • 

Ouroboros Capital

Ouroboros Market Update #3: Renzo Airdrop, LRT Depeg Risks + Plays, Bitcoin Halving Price Performance

We cover Renzo airdrop details, how to avoid depegs and capitalize when they happen, and how Bitcoin performs post-halving. This article was first…

May 22, 2024 • 

Ouroboros Capital

 and 

0xRamen

Ouroboros Market Update #2: Valuing EigenLayer Points, Hyperliquid's PURR, Pendle's Future Growth Avenues

Calculations on EigenLayer points, what Hyperliquid is doing with PURR, and what's next for Pendle post-LRT and Ethena. This article was first available…

May 22, 2024 • 

Ouroboros Capital

 and 

0xRamen

Ouroboros Market Update #1: Ethena + Wormhole $1.6b airdrops, 400% APY ETH farm on Fluid

Ethena + Wormhole airdrops: $1.6b wealth creation, 400% APY leveraged points farming on Fluid. This article was first available to OLAP holders on 2…

May 22, 2024 • 

Ouroboros Capital

 and 

0xRamen

1

EURO 2024 narrative for GambleFi: RLB + CHZ to benefit

Heightened activity in sportsbetting to drive incremental attention to RLB and CHZ. This article was first available to OLAP holders on 15 May '24.

May 21, 2024 • 

Ouroboros Capital

, 

0xRamen

, 

mlze

, and 

Aeron

3

1

STX + ALEX: The Nakamoto Upgrade - The Big Bang Moment

BTC tends to perform well post-halving. STX and ALEX provide upside beta and strong catalysts. This article was first available to OLAP holders on 28…

May 6, 2024 • 

mlze

, 

Ouroboros Capital

, and 

0xRamen

4

March 2024

Ronin: Kingmaker of Web3 Gaming

Our investment thesis on Ronin: Retail Beta + Superior Fundamentals + Undervalued + Several Re-rating Catalysts. This article was first available to…

Mar 25, 2024 • 

0xYaro

, 

0xRamen

, and 

Ouroboros Capital

3

February 2024

Ouroboros Flows & Positioning Chartbook #8

We released this article one week prior, exclusive to Ouroboros Lifetime Access Pass holders.

Feb 14, 2024 • 

Ouroboros Capital

6