believe the 0->1 step change for crypto innovation this cycle is the creation of 24/7 markets for *all* assets, not just cryptocurrencies@tradeperps on @HyperliquidX will enable new levels of onchain degeneracy - there is a lot of sticky capital in crypto that does not want to offramp, & there is a massive influx of capital coming onchain with all the stablecoin regulation & government supportthe trade of the next decade is to get long faster, more efficient, permissionless protocols of global finance & sho ...

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]