0xSun:Perp DEX与预测市场仍是当前加密讨论度最高的两条主线

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Odaily星球日报讯 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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