投資歴18年|Web3&AI Developer ⚙️黎明期から暗号資産(特にXRP)に参入。現在はAI開発と外国株投資に注力。ドバイと日本を拠点に、最新医療やテクノロジーの未来を追うハーフ。趣味は神社巡り、旅、美食。知的好奇心と遊び心を忘れない大人のアカウント。lin.ee/oQNKMpGJoined February 2025
BREAKING: MicroStrategy's, $MSTR, unrealized loss on its Bitcoin holdings rises to a record -$12.7 billion.
This puts the company's position down -$28 billion over the last 12 months.
Bitcoin has fallen below 10 million yen.
* Renewed concerns about US interest rate hikes
* Strategy firms sell off Bitcoin
* Record outflows from Bitcoin ETFs
* Outflows of funds into tech stocks, including AI-related stocks
* Chain reaction of leverage liquidation
These negative factors are accelerating the decline.
#Bitcoin#BTC
Perp DEXs have been one of the most important executions in crypto this year
Imo, the sector has moved far beyond being just onchain copies of CEX perpetuals.
It is now building full trading infra for global assets in one account, with real product expansion, capital efficiency, and revenue mechanics that matter.
This week’s $HYPE surge of over 40% to a new ATH pulled the whole sector back into focus.
Aster, Lighter, and edgeX tokens also rose. The move reflects actual progress over the past year.
The most interesting part is how these platforms stopped competing only on fees and speed.
They expanded into stablecoins, RWA perps, prediction markets, private chains, permissionless listings, revenue buybacks, and yield on margin.
- Hyperliquid turned HIP-3 and HIP-4 into live products, opening TradFi assets and embedded outcome contracts.
- WTI crude on HIP-3 hit ~$877M 24h volume and $209M OI already at mid-tier Binance levels.
- Aster Chain mainnet launched with privacy and zero gas, plus permissionless listing votes.
- StandX made idle margin and limit orders yield-bearing via DUSD, Position Yield, and block trades.
- Lighter started LIT revenue buybacks and split liquidity pools by asset class for RWA.
- edgeX integrated native USDC post-Circle investment and launched Contract V2 for stocks, commodities, and prediction markets.
- Variational scaled Omni with zero-fee trading, loss rebates, and deep liquidity aggregation from CEX and DEX sources across crypto, equities, and commodities
This tells me Perp DEXs matured into infra that captures global leveraged demand for crypto, US stocks, commodities, gold, crude, and pre-IPO assets.
The biggest catalyst right now is TradFi expansion. With US stocks and AI-related assets strong in 2026, traders want one self-custodial account to express views across everything without moving collateral.
That’s why these names stand out:
→ @HyperliquidX | $HYPE: onchain financial infra with native stablecoins, permissionless perps, and embedded prediction markets.
→ @Aster_DEX | $ASTER: own privacy-focused L1 + RWA perps and community-driven listings.
→ @StandX_Official : turns every stage of margin into yield-bearing assets with block trades and position yield.
→ @Lighter_xyz | $LIT: revenue buybacks + segmented liquidity for RWA and TradFi.
→ @edgeX_exchange | $EDGE: USDC-native TradeFi perps and full V2 stack for stocks, commodities, and beyond.
→ @variational_io | $VAR: peer-to-peer derivatives protocol with Omni perp DEX offering zero fees, loss rebates, 50x leverage, and aggregated liquidity for perps on everything.
If capital keeps rotating toward real utility and cashflow narratives, Perp DEXs are positioned to take a much larger share of total market volume.
I’m watching the sector closely through the rest of 2026, especially open interest in TradFi markets, cross-margin efficiency, and actual protocol revenue accrual.
I remain positioned in the leaders.
DYOR.
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21K Followers 177 FollowingFundamental research. Focused on natural monopolies and oligopolies. Irreplaceable assets and high barriers to entry. Long-term thinking.