今日做饭思考: 如果摘掉Cex里面的交易量水分来看,Dex的份额理论上是要大于20%官方统计口径的。 但Dex也暂时还没动量化这些实际Volume大户。 所以AltCex(除了Binance和垄断式合规所)要么走向Dex+Cex一站式。要么走向新型Cex,比如单开一个能算估值的版块(但是这不是好生意) Dex目前还是因为Chain本身不足够快,如果足够高性能,Cex的Pro 量化用户理论上是应该会迁移过来的,这个才是Dex的分水岭?但是要实现这个形态,中间要定制的Infra其实是不少的。 网络/服务器/钱包。 现在的高性能公链确定性最高的方向依然是交易,剩下的场景基本都是在高速之后摸索出来的,标准化赛马是最优选择。 但这三件事如果一件没做或者没琢磨做的公链,想要交易量留在链上的,基本可以下牌桌了。看了一下符合这个事情的太少了,Solana做了网络,Sui做了半个服务器,Megmaeth做了钱包。
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