Ouroboros Capital @OuroborosCap8
Crypto Hedge Fund - NFA Advisor at @RDNTCapital, @goodentrylabs, @Equilibriafi and @KTX_finance. Research @OuroResearch https://t.co/cPiVWCDEbE Joined June 2022-
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Picked up a bag of $STG - in a couple of hours STG v2 will pass which will provide a pipeline of catalysts in addition to STG being beta to L0 listing end 1H. In STG v2 - Emissions will be reduced to 0 - Gas fees will be cut by 70% = bridge volume share gain - Batching = share…
LRTs are complicated and not all LRTs are the same. Each one has different risks and features. Across all categories $eETH stands out as best-in-class! 💪
Posting again without and reason or context.
I guess markets now think stagflation is better than growth inflation. Stagflation = no cuts but also no hikes Growth Inflation = maybe hikes
I forgot to mention that the low float, catalysts and high ETH TVL will make this the new preferred ETH beta over LDO.
I forgot to mention that the low float, catalysts and high ETH TVL will make this the new preferred ETH beta over LDO.
There are only two LRTs worth their weight… $eETH and $rswETH. Both @ether_fi and @swellnetworkio are actually innovating and shipping EtherFi is building a one stop shop for personal finance and Swell an L2 focused on restaking. Ask yourself what have the others done other…
Should have added: ✅ Excellent pie-chart skills
When I put my scribbles on $NEAR tgt, the thesis somehow looks clear. - Found Ilia is a preeminent AI research, co-authored the paper talking about the Transformers model which gave birth to models we see today such as ChatGPT - Ilia returned as the CEO of NEAR in Nov '23 - GPT…
When I put my scribbles on $NEAR tgt, the thesis somehow looks clear. - Found Ilia is a preeminent AI research, co-authored the paper talking about the Transformers model which gave birth to models we see today such as ChatGPT - Ilia returned as the CEO of NEAR in Nov '23 - GPT…
Have a left curve view that memecoins can become an institutional asset class in the near future. bloomberg.com/news/articles/…
Pretty sure @InfraredFinance will be top 3 TVL when @berachain launches.
Pretty sure @InfraredFinance will be top 3 TVL when @berachain launches.
This sums up the state of macro quite well. Essentially we've gotten alot thrown at us (Fed saying potentially no cuts, potential war, $1bn liquidations, almost no pricing of ETH ETF, etc.) and yet we're still holding this level.
This sums up the state of macro quite well. Essentially we've gotten alot thrown at us (Fed saying potentially no cuts, potential war, $1bn liquidations, almost no pricing of ETH ETF, etc.) and yet we're still holding this level.
If you are bullish the thesis of BTC L2s - ie ability to move (in a trustless manner) a native asset on a faster and cheaper chain then you should definitely be looking into Chain Abstraction (ala NEAR).
If you are bullish the thesis of BTC L2s - ie ability to move (in a trustless manner) a native asset on a faster and cheaper chain then you should definitely be looking into Chain Abstraction (ala NEAR).
Token2049 Dubai was bullish Deep interest in @Stacks, every fund manager trying to sharpen their Bitcoin L2 thesis, the power of sBTC is slowly beginning to dawn on builders, and most people in the space still don't know where to start wrt building on Bitcoin. Early 🟧
One of the best meetings I had in Dubai was with the @NEARProtocol team. There was just too much to unpack re their roadmap that a 1.5 hour lunch meeting wasn't even enough. My view is $NEAR's second leg of its re-rating is imminent. Its first leg was predicated on a plethora…
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Good write-up on Ronin and we largely agree.
1/ GameFi has had a tough two years, with unlocks dominating price action. As retail comes back, we think the sector will catch a bid In our view, the best GameFi bet is @Ronin_Network and see $RON as the fastest horse Research by: @0xYaro, @0xRamenUmai
Its weird being a lawyer in Web3 since I wear many hats. As a lawyer, I must tell founders whats legal or illegal. As an advisor, I help teams calculate EV / risk of certain actions. As an investor, I want to find the next founder that's going to prison and max long his coins.
@OuroborosCap8 Did y’all just discover contango in real time or ?
This is actually abstractly true. The DCF of BTC going up is the same as the DCF of USD going down if the price of BTCUSD is up. And the DCF of USD going down is the same as the DCF of all assets which use USD as numeraire going up.
bitcoin is at ATH because the sum of its discounted cash flows is at an all time high
Price collapses to levels not seen since yesterday.
Wow. Bitcoin absolutely collapses to $64K. Bears running rampant into the streets. Longs thrown into the oven to cook. Its over
@OuroborosCap8 @sandeepnailwal Always a pleasure to chat; thanks for the support!
It was great to host @VitalikButerin at my home for a sumptuous Indian lunch😋 It is always great to debate with V on such a wide variety of subjects, specially around new technologies in relation to public goods Most fun thing for me was getting my mom to meet Vitalik. She…
@OuroborosCap8 @KodiakFi @InfraredFinance I'm thinkin we're back
@OuroborosCap8 Insanely bullish on $FXS long-term man... stablecoins will eat the world...
Here's to the start of 2024! 🎊🐉🍻 Last night our Sales Directors, April and Jacob, hosted an intimate event with a few of our APAC clients in Singapore. Thank you to everyone that joined us and we're excited for what's to come this year! 🐂
@OuroborosCap8 about 2.9% of treasury yearn owned half of ycrv liquidity
@OuroborosCap8 Yup yup code in review, likely first thing 2024
remember to not overwork yourself during the bull: - limit work to 18 hrs/day - max 1 gr cocaine/day - amphetamines only on alternating days nothing is more important than your health 🙏
The mistake i always see people in crypto like @BanklessHQ make is thinking too much about being "net positive" for this space Don't kid urselves, we are in this land of degenerate capitalism only to make money. @newmichwill and @AndreCronjeTech contributed so much to this…