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Yuyue· 2025-09-21 20:50
Industry Trend & Regulatory Landscape - Perpdex, exemplified by Hyperliquid, are viewed as CEX engaging in regulatory arbitrage by exploiting regulatory loopholes, presenting both advantages and differences compared to previous products like GMX [1] - The market shows a clear preference for the new narrative of perpdex, leading to successful asset speculation [1] - There is a possibility that perpdex could be subject to regulation in the future [1] - The absence of KYC requirements and regulatory compliance allows perpdex to capture a significant portion of users and assets [1] Competitive Pressure & Potential Solutions - Exchanges other than Binance are facing pressure on trading volume and listing fees since the launch of BN Alpha [1] - CEX may develop their own perpdex to compete for users who prefer no KYC requirements [1] - A token-incentivized, high-control model can generate substantial subsidies to attract users, who then pay transaction fees, which are used to repurchase tokens and create buying pressure [1] - A potential solution involves splitting $OKB from the CEX entity and using it as the basis for a perpdex token, or creating a new perpdex token, to establish a subsidy flywheel [1] OKX Strategy - OKX's focus on technology and product development may lead to a disconnect with asset management [1] - X Layer will provide its own solution for on-chain perps [1]
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Yuyue· 2025-09-21 06:12
Market Focus - UPBIT exchange sees strong trading volume from Korean investors, particularly in new coin listings [1] - The market shows interest in coins associated with UPBIT promotions and activities [1] Coin Specifics - $WLFI and $HOLO are identified as coins held for an extended period, with recent UPBIT collaborations [1] - $HOLO is highlighted as a new coin with potential for price increase, actively promoted in the Korean market [1] - $AVNT is also mentioned as a coin of interest [1]
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Yuyue· 2025-09-21 06:05
最近有两条赛道比较 fomo,第一条是 perpdex,第二条是稳定币。而获取注意力的办法前提是有人能关注到,酒香也怕巷子深,所以我觉得 @zerobasezk 还是挺会整活的Zerobase 是 Lightspeed Faction + Yzi Labs + EF 以太坊基金会站台,最近完成了一个吉尼斯世界纪录挑战,和盘主说的 real world attetion 概念挺符合,加上最近币安系的项目高度 fomo,个人是强烈建议把 原币安 labs @BinanceLabs 也就是 Yzi Labs 投资的项目都看一遍他们这次搞的世界纪录挑战,是首个 ZK 世界记录,也是全球最大规模的加密可信设置仪式。最近还给社区粉丝送了一堆吉尼斯世界纪录周边。同时,从现在到 10 月 10 日前都可以完成在 galxe 上的任务,能领取未来的 ZBT 空投 ...