Crypto Research

[Crypto Research @CryptoResefq08]

Welcome to Ouroboros Research. This is where we will cover our top high conviction picks within the crypto space - ranging from i) large caps to small caps and ii) long term to tactical ideas. We’ll go through project overviews, catalysts, interviews with founders.

[Crypto Research @CryptoResefq08]

3/ For CHZ, we’ve seen historically how such sporting events lead to ~80% outperformance before the event. Additionally, we see a narrative forming around fan tokens with additional catalysts from the Dragon8 chain upgrade (smart contracts + dApps) and partnerships (eg. Azuro).

[Crypto Research @CryptoResefq08]

1/ We see EURO 2024 as a significant event for sports related tokens such as $RLB and $CHZ.

Euro 2024 happens in June to July 2024. With over 5.2b viewers in UEFA EURO 2020 (held in 2021 due to COVID), we think this will significant incremental attention.

Authors: @OuroborosCap8, @MenyaResearch, @0xMize

[Crypto Research @CryptoResefq08]

2/ For RLB, this will be a significant revenue event - sportsbetting now generates ~30-40% of its revenue, and we believe this could rise to more than half. Sentiment on the token is at a low and we see an incentive for the team to promote the token into such a large sporting event to drive attention to the platform.

[Crypto Research @CryptoResefq08]

9/ In short, $STX:

- Will see its biggest ever upgrade, 100x improvement in block times
- Has emissions halving, lowering annual sell pressure by -$60m
- sBTC launching as a superior solution to other BTC wrappers

$ALEX should also benefit

Long-form / discussion in bio.

[Crypto Research @CryptoResefq08]

1/ We think STX's Nakamoto upgrade is a catalyst that hasn't received enough attention

Block times improving 100x should see $STX and $ALEX re-rating

Authors: @0xMize, @OuroborosCap8, @0xRamenUmai

[Crypto Research @CryptoResefq08]

8/ We also see ALEX as the ecosystem play as Nakamoto comes live for various reasons:

- ALEX is the primary dApp on STX
- Nakamoto exponentially benefits ALEX's KPIs
- Potential airdrops from sister projects

[Ouroboros Capital / yuzu.money @OuroborosCap8]

Been scooping up some ETHFI at these levels on the back of today’s LRT FUD. All of the information below is public but I think it was likely either under-telegraphed or better contextualised to me during my lunch with founder @MikeSilagadze in Dubai.

Thesis:
- ETHFi ability to withdraw stands out in this LRT FUD
- With its mobile app Cash, ETHFi will take its first step towards becoming a super app. Not just to crypto users but also normal users.
- Token value accrual coming soon.

[Jihoz.ron @Jihoz_Axie]

This is correct.

We have more than 80% market share amongst dedicated web3 gaming platforms.

You can scrape the on chain data yourself just like @OuroResearch 🤝

[Crypto Research @CryptoResefq08]

17/ In short,

$RON = Retail Beta + Superior Fundamentals + Undervalued + Several Re-rating Catalysts

Given its superior metrics, we see RON minimally trading to BEAM / IMX’s MCap, which implies a +60% / +260% upside

Long-form / discussion in bio

[Crypto Research @CryptoResefq08]

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

[Crypto Research @CryptoResefq08]

16/ Catalyst #5:

Ronin’s head researcher Phuc Thai has teased a Layer-2 ZK implementation, R2

This allows Ronin to not only increase its performance and capacity but also onboard games that prefer more blockchain customization

https://t.co/mA7xf9BST7

[Ronin @Ronin_Network]

How does Ronin optimize for decentralization, scalability, and security?

Ronin's Head Researcher, Phuc Thai, discusses Ronin's technical roadmap, the path towards adding validators, and our thoughts on some of the latest EVM scaling solutions 👇

📜 : https://t.co/0t8W5dbaNw