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Market outlooks, trading guides, and updates from the Ostium team.

Macro Research Bites #5: the Hang Seng Index (HSI) & Chinese Real Estate
MacroInflationTrading

Macro Research Bites #5: the Hang Seng Index (HSI) & Chinese Real Estate

China's equity and real estate market is in crisis. Evergrande, previously the most valuable real estate company in the world, is facing bankruptcy, and the Hang Seng Index is down over 50% since 2018. We explore parallels between China's downturn and the implosion of the Japanese asset bubble in 1989, and offer a hypothesis for what's next.

·10 min read
Macro Research Bites #4: Arguments Against Persistent Inflation
Macro

Macro Research Bites #4: Arguments Against Persistent Inflation

While inflation was all everyone could talk about in 2022 and 2023, that narrative has now begun to subside. But should we really be taking inflation's declining threat for granted? In a series of two posts, we break down the main drivers of inflation and provide competing quantitative evidence in favor of and against the claim that inflation will persist. First: arguments against persistent inflation.

·6 min read
The Imbalance Score: A Novel Metric for RWA-Focused Perpetual DEXes
DefiMechanism Design

The Imbalance Score: A Novel Metric for RWA-Focused Perpetual DEXes

This research article investigates the role of Real World Assets (RWAs) in enhancing risk management within multi-asset, pool-based perpetual Automated Market Makers (AMMs). Central to this study is our development of the ‘Imbalance Score’, a novel metric for quantifying counterparty risk.

·20 min read
Macro Research Bites #3: Where Are We in the Bitcoin Cycle?
DefiTradingBitcoin

Macro Research Bites #3: Where Are We in the Bitcoin Cycle?

With BTC up nearly 25% MoM, now seems like an appropriate time to take a step back and try to quantitatively evaluate where we’re at in the cycle — before it gets too far along...

·6 min read
Macro Research Bites #2: Gold and Inflation
CommoditiesTrading

Macro Research Bites #2: Gold and Inflation

With rising inflation concerns, many suggest buying gold as a hedge, with the asset’s performance in the inflationary 1970s often serving as the primary supporting evidence. This thesis, however, merits a closer look...

·6 min read
Macro Research Bites #1: Gold vs. Real Yields
CommoditiesTrading

Macro Research Bites #1: Gold vs. Real Yields

Gold has long been negatively correlated with real interest rates, with a correlation as high as -0.82. The traditional explanation for this phenomenon is that when real rates are positive, the opportunity cost to hold gold is high because it doesn’t pay any dividends or interest. Recent data, however, shows a break from this pattern...

·5 min read
Ostium Labs raises $3.5M co-led by General Catalyst and LocalGlobe
DefiAnnouncements

Ostium Labs raises $3.5M co-led by General Catalyst and LocalGlobe

We’re thrilled to announce that Ostium Labs has raised $3.5M from General Catalyst and LocalGlobe, with participation from Susquehanna International Group (SIG), DeFi Alliance, Balaji Srinivasan, Shiliang Tang (LedgerPrime), and nearly 20 additional founders, investors, and advisors.

·7 min read
Ostium Partners with Chaos Labs
Announcements

Ostium Partners with Chaos Labs

We’re thrilled to announce our partnership with Chaos Labs! We’ll be working together closely to improve our mechanism design and create a risk modeling and monitoring system for the Ostium Protocol.

·5 min read
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