Hyperliquid 出来之后,做 Perps 和挑战 Hyperliquid 的项目是真的多,不完全统计估计就有 20+ 家 Perps。看到为数不多有一个上了 Kaito 的链上永续合约 Paradex,写了下数据看看: - Paradex 资沉略高于 5,000 万 USDC,这个资沉情况跟隔壁做美股永续的 Ostium 差不多 - 4.78k 个存款者,不过由于 Paradex 支持官方桥以外的像 Layerswap 和 rhino 等第三方桥,而有一些桥是用 EOA 地址作中转存款,所以实际存款者/用户会更多一些 - 历史累积 Perps 交易量 654.8 亿美元,最近日交易量大概 1-1.5 亿美元 - 路径跟 Hyperliquid 相似,做 Perp DEX -> Chain/Appchain -> Eco,感觉已经成为一套衍生品协议通用模板了。Paradex 建在 Starknet 上,后面还要推出带有收益的稳定币 XUSD 作保证金 Paradex 是由专门做机构级衍生品交易的那个 TradeParadigm 推出,算是面向散户的版本也是更好发币。似乎是在 2023 年就在做了,不过主要的增长还是在今年以来,估计是中间参考 Hyperliquid 换了个思路做。总体乏善可陈,继续观察吧。这几天再写写数据看看 Lighter 的实际情况 对于交易所来说,无论链上链下,交易量和流动性决定下限,资沉决定上限 Paradex Dashboard:
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