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X @Messari
Messari 2025-07-07 18:30
zk is a primary enabler of performant CLOBs - explore this and other CLOB designs in our report 馃憞K Kulkarni (@ks_kulk):Great report on CLOBs from @MessariCrypto. Nearly every "CLOB-specific L2" listed uses ZK, including @bulletxyz_, @hibachi_xyz, and @Lighter_xyz!We're seeing the emergence of a new class of apps:- <100ms blocktimes- Nearly unlimited throughput, with ZK- No congestion from https://t.co/hVfK3HC38k ...
X @Andy
Andy 2025-07-07 14:44
CLOBs on Blobs.The Rollup (@therollupco):The CLOBs on Blobs Opportunity.In today's deep dive by @suppvalen, we look at the landscape for the next wave of DeFi infrastructure powering high-frequency CLOBs that can compete with centralized exchanges.Read the full piece here: https://t.co/mgw2zNFELX https://t.co/XWhadSaeFs ...
X @Messari
Messari 2025-07-07 14:10
The onchain CLOB wars are just beginning.Hyperliquid may lead now, but dominant DEXs often don't last.We analyze 10+ alt-CLOBs, their tradeoffs, and potential winners.Check out the must-read report: https://t.co/UR5OlfenFQMONK (@defi_monk):Picking Winners in the CLOB WarsKey takeaways from my latest Messari ReportIn part 1 of our deep-dive into CLOBs we covered a new generation of order book DEXs that have formed the basis of the "CLOB Wars".Here's part 2, where I give my view on who wins 馃У馃憞: https://t.co/a ...
X @The Block
The Block 2025-07-07 14:00
Paradigm leads $11.5 million funding round in Kuru Labs, a decentralized exchange blending CLOBs and AMMs https://t.co/cbp9txCyJY ...
X @Andy
Andy 2025-07-07 13:28
What I鈥檓 excited about rn:- megaETH mainnet in September- hyperliquid volumes to overtake Binance in a 24hr window- mainnet launch of top zkVMs: Boundless & Succinct- ETH sentiment revival, leading to outperformance soon- turnaround in L2s sentiment- Celestia native eco adoption (Converge, Ethereal, others)- monad mainnet- katana growth of tvl & defi- lower fed rates for ethena鈥檚 USDe to become attractive again- pudgy penguins further establishing themselves as the face of crypto- maple鈥檚 revenue to keep so ...
X @Messari
Messari 2025-07-03 19:18
Picking Winners in the CLOB Warshttps://t.co/87W0Pir6tI ...
X @Messari
Messari 2025-07-03 19:18
The CLOB Wars are heating up.Hyperliquid may have first-mover momentum, but history says dominance doesn鈥檛 last.Our deep dive explores the fast-emerging alt-CLOBs and the design choices that could decide the future of DEX tradingFull report from @defi_monk馃憞 https://t.co/lH6s8hYd5E ...
X @Ansem 馃Ц馃捀
Ansem 馃Ц馃捀 2025-06-27 03:09
RT davo | drift (@davijlu)Drift's immediate plan is to be the best decentralised derivatives platform. Built on @solana at the L1 level to harness the global atomic state machine. No rollups or isolated environments.The benefit is asset availability. Drift is the only cross-margin perps DEX and this is only possible because of the L1. Products built on the L1 are directly downstream of asset issuance. You can expect an L1 like Solana to dominate in this area in the coming years.To date, Drift has $1 billion ...