Аналитик назвал Hyperliquid «лучшей perp-DEX»

cryptonews.ruPubblicato 2025-02-02Pubblicato ultima volta 2025-10-03

Доля Hyperliquid в сегменте perp-DEX сократилась с 45% до 8%, но платформа по-прежнему остается «наиболее инвестиционно привлекательной». Об этом заявил DeFi-аналитик Патрик Скотт.

Why Hyperliquid is still the best-positioned Perp DEX:

Over the past few weeks…
-Hyperliquid’s share of Perp DEX volume has fallen from 45% to 8%
-Aster’s volume has grown more than 100X to $300b+ last week
-Lighter and edgeX have risen to have comparable volume to Hyperliquid… pic.twitter.com/rfIZzGEdsc

— Patrick Scott | Dynamo DeFi (@patfscott) October 2, 2025

По его словам, ключевое преимущество площадки — устойчивая бизнес-модель. Текущее соотношение капитализации к выручке на уровне 12,6 «свидетельствует о справедливой оценке на фоне доходности проекта», подчеркнул эксперт.

«Объем торгов фиксирует операционную активность, а открытый интерес — барометр реальной ликвидности. Доминирование Hyperliquid с 62% долей рынка по этому ключевому показателю подчеркивает ее способность поддерживать глубокие рынки даже в условиях жесткой конкуренции», — также отметил он.

Скотт добавил, что спустя год после аирдропа HYPE децентрализованной бирже удалось не только сохранить, но и нарастить пользовательскую базу. По его мнению, лояльность — «результат качества продукта, а не стимулирующих программ».

Аналитик связал перспективы роста Hyperliquid с активным с развитием экосистемы:

  • сеть HyperEVM уже насчитывает более 100 развернутых в ней протоколов, а ее TVL превышает $2 млрд;
  • капитализация стейблкоина USDH достигла $25 млн;
  • предстоящий запуск системы HIP-3 позволит разработчикам создавать рынки бессрочных контрактов через стейкинг HYPE.

«Hyperliquid демонстрирует устойчивость в условиях растущей конкуренции, сохраняя ключевые конкурентные преимущества и развивая экосистему за пределами основной бизнес-модели», — заключил Скотт.

Новый игрок на рынке perp-DEX

Команда BounceBit представила масштабное обновление. Апгрейд трансформирует бизнес-модель проекта из сервиса для стейкинга биткоина в комплексную DeFi-экосистему с собственной perp-DEX.

Revealing BounceBit V3 — Big Bank

A rebasing BB-token standard, a perpetuals DEX and its liquidity pool built into the core.

One chain. One exchange. One big bank.

And all roads lead to $BB. pic.twitter.com/Kvsemk2GkL

— BounceBit (@bounce_bit) October 2, 2025

Ключевой элемент — объединение CeDeFi-хранилища в кроссчейн-хаб. Пользователи могут вносить биткоин, Ethereum, Solana, BNB и USDT, которые система автоматически конвертирует в ликвидные BB-токены (BBTC, BBETH и другие) внутри сети BounceBit.

Проект также анонсировал токен поставщика ликвидности для бессрочных фьючерсов — BLP. Новый perp-DEX использует пул этого актива в качестве контрагента для всех участников.

Держатели BLP смогут получать доходы от комиссий, сделок успешных трейдеров и роста стоимости всего пула.

Напомним, по итогам сентября объем торгов на децентрализованных биржах бессрочных фьючерсов впервые в истории превысил $1 трлн. В тройку лидеров вошли Aster, Hyperliquid и Lighter.

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