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ETH $2,330.58 -0.98%
BNB $744.04 -0.75%
XRP $1.29 -3.03%
SOL $100.55 -1.48%
TRX $0.3310 +0.35%
DOGE $0.0792 -0.25%
ADA $0.2024 -0.81%
BCH $288.58 +1.70%
LINK $11.68 -0.04%
HYPE $94.68 +17.06%
AAVE $133.38 -1.05%
SUI $0.9312 -0.56%
XLM $0.1696 -1.01%
ZEC $1,324.41 +3.08%
AAPL $350.53 +1.67%
AMZN $245.60 -3.32%
GOOGL $283.45 -12.96%
MSFT $527.47 -0.50%
META $628.35 +2.29%
NVDA $212.85 -1.63%
TSLA $405.39 +0.45%
SNDK $1,326.71 -5.11%
INTC $91.39 -4.20%
SPCX $143.63 -0.68%
MU $928.61 -5.35%
AMD $562.44 -2.24%

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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