LO
LorenzoARK@LorenzoARKX
·125.6K 阅读·twitter
We're entering a seismic shift in crypto. This is a bull market just not the one you were expecting.
75% of perps volume on Hyperliquid is now RWAs, and climbing.
Who would have thought BTC would fall to 10% of perps volume on the biggest onchain DEX?
Crypto-native assets were the warm-up. Equities are a $65T market, and we're about to find out how much bigger that gets when it trades 24/7 onchain.
Teams solely focused on bringing these assets onchain will be massive winners.
data @Blockworks
243281894
125.6K 阅读
01AI 解读
AI 速读
Frank Chaparro指出加密市场正经历结构性转变，Hyperliquid上RWA永续合约占比达75%，BTC占比降至10%。他认为传统资产24/7链上交易将释放巨大潜力，专注RWA上链的团队将成为赢家，看好非原生资产赛道。
02立场与情绪分析
03市场影响归因
ETH / BTC / SP500 价格走势
ETHBTC
EVENT · 推文发布
推文前 1H
$1,878.04
20:20
推文发布
$1,889.32
21:15
推文后 30MIN
-0.85%
推文后 1H
-1.07%
推文后 24H
-1.08%
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