Market Trends & Innovation - Crypto innovation's key shift is creating 24/7 markets for all assets, not just cryptocurrencies [1] - Onchain degeneracy will reach new levels via @tradeperps on @HyperliquidX [1] - Significant capital is staying in crypto, avoiding off-ramping [1] - Stablecoin regulation and government support are driving a massive influx of capital onchain [1] Investment Opportunities - The next decade's trade involves going long on faster, more efficient, permissionless global finance protocols [1] - Shorting archaic TradFi incumbents is a key strategy [1] Platform & Protocol Focus - tradexyz (@tradeperps) aims to enable trading of anything, anytime [1]

Onchain Activity Drivers - Solana 链上早期活动激增受到多重因素驱动，包括 SOL 价格从 15 美元到 20 美元的财富效应 [1] - Solana 链上活动接近于零的初始状态，以及来自其他链的资本流入 [1] - 加密的市场情绪转为看涨 [1] Ecosystem Analysis - BNB 生态系统正在经历一个世代级别的飞轮效应，其核心在于 ASTER [1] - Binance 正在将其业务转移到链上 [1] - Quanterty 的 BNB/Aster 理论与 Solana 的发展轨迹相似 [1]