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ADA $0.2106 -0.93%
BCH $280.68 +1.45%
LINK $11.78 -2.07%
HYPE $76.61 -1.31%
AAVE $143.66 -2.52%
SUI $0.9571 -2.03%
XLM $0.1727 -1.67%
ZEC $1,173.32 -3.71%
AAPL $347.52 -0.16%
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AMD $517.63 +0.90%
BTC $80,707.78 -0.85%
ETH $2,373.34 -0.68%
BNB $736.75 +0.76%
XRP $1.29 -1.69%
SOL $102.34 -1.46%
TRX $0.3295 +0.16%
DOGE $0.0786 -0.44%
ADA $0.2106 -0.93%
BCH $280.68 +1.45%
LINK $11.78 -2.07%
HYPE $76.61 -1.31%
AAVE $143.66 -2.52%
SUI $0.9571 -2.03%
XLM $0.1727 -1.67%
ZEC $1,173.32 -3.71%
AAPL $347.52 -0.16%
AMZN $248.91 -0.77%
GOOGL $321.54 -1.00%
MSFT $524.82 +0.82%
META $641.16 -0.99%
NVDA $211.29 -0.99%
TSLA $372.01 -1.14%
SNDK $1,236.43 -1.64%
INTC $86.49 +0.44%
SPCX $147.49 +0.05%
MU $880.57 +2.52%
AMD $517.63 +0.90%

0xSun:Perp DEX 与预测市场仍是当前加密讨论度最高的两条主线

2025-12-29 18:58:03

ChainCatcher 消息,0xSun 在 X 平台发文表示,当前整体行情表现低迷,但 Perp DEX、预测市场及 X402 仍是讨论度较高的赛道。在 Perp DEX 方面,其认为 Hyperliquid 的发展已证明链上合约具备真实用户需求,赛道并非只能容纳单一头部项目。

在现有产品中,其更看好 Lighter,尽管近期围绕女巫、空投规则与 TGE 时间存在争议,但其在产品体验、团队与融资背景,以及零手续费、外汇与大宗商品流动性等方面具备竞争力。由于代币细则尚未公布,其判断若空投规模较大,初期或承压回落,随后逐步筑底。

在预测市场方面,0xSun 表示该赛道已成为出圈程度最高的加密应用之一,但同时面临道德争议、判定规则不清与潜在操纵风险等问题。尽管如此,其认为预测市场仍是当前最具共识的叙事方向,值得提前理解并在可控风险下参与交互。项目层面,Polymarket 尚未明确发币时间,Kalshi 是否发币仍不确定,而 Opinion Labs 目前在 BNB 链上发展较快,交易量已突破 100 亿。其认为,从交互角度看,Polymarket 与 Opinion 更适合大多数用户。

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