ARK Invest CEO Cathie Wood has compared Hyperliquid to Solana’s early-stage promise, calling it “the new kid on the block.”
“It’s exciting. It reminds me of Solana in the earlier days, and Solana has ...

<div><div>
ARK Invest CEO Cathie Wood has compared Hyperliquid to Solana’s early-stage promise, calling it “the new kid on the block.”
<adv/>“It’s exciting. It reminds me of Solana in the earlier days, and Solana has proven its worth and is, you know, there with the big boys,” Wood said during a recent interview on the Master Investor podcast.
<adv/>ARK Invest currently holds three main crypto assets in its public funds, including Bitcoin (BTC), Ethereum (ETH), and Solana (SOL). The firm’s exposure to Solana is through Breera Sports, which Wood clarified is tied to the Solana treasury and supported by Middle Eastern investors. She also noted advisory ties to the project through economist Art Laffer.
Wood did not confirm any position in Hyperliquid but described the protocol as one to watch. Her remarks come as competition between perpetual futures DEXs has been heating up after Aster launched a token earlier this month and saw its trading volume and open interest surge past Hyperliquid.
Related: Aster can flip HYPE by market cap and rally another 480%: Analyst
<h2>Bitcoin is the true cryptocurrency</h2>
Despite the growing number of tokens in the market, Wood believes the future of crypto belongs to a small set of dominant networks. “We don’t think there are going to be very many cryptocurrencies,” she said. “Bitcoin owns the cryptocurrency space when it comes to pure crypto.”
While Ethereum powers the DeFi ecosystem, Wood pointed out Bitcoin’s role as a monetary system, citing its fixed supply and resilience. She also noted the emerging importance of stablecoins but clarified that Bitcoin remains at the core of Ark’s long-term thesis.
<iframe/>
Wood acknowledged that the fund also holds some derivatives such as Uniswap and market protocols related to Solana, but said the core focus remains narrow by design. “If you’re talking about the big boys or girls, those are the big three right now,” she said.
Related: Bitwise files for spot Hyperliquid ETF amid perp DEX wars
<h2>Retail and quants flock to DEXs</h2>
Decentralized exchanges (DEXs) are seeing growing adoption among retail traders and semi-professional quants, driven by incentives like airdrops, low fees, and fast execution, according to Bitget Wallet chief marketing officer Jamie Elkaleh.
Institutions, however, continue to rely on centralized exchanges (CEXs) for fiat access, compliance and brokerage support. Still, Elkaleh said the performance gap is shrinking, with order-book DEXs like Hyperliquid and dYdX v4 now offering speed and liquidity once limited to CEXs.
Magazine: 7 reasons why Bitcoin mining is a terrible business idea

</div></div>

Cathie Wood: Hyperliquid ‘reminds me of Solana in the earlier days’

ARK Invest 首席执行官木头姐将 Hyperliquid 与 Solana 的早期承诺进行了比较，称其为“The Block”。
“这很令人兴奋。这让我想起了早期的Solana，而Solana已经……

<div><div>ARK Invest 首席执行官木头姐将 Hyperliquid 与 Solana 的早期承诺进行了比较，称其为“The Block”。<adv/> “这很令人兴奋。它让我想起了早期的Solana ， Solana已经证明了自己的价值，而且，你知道，它已经与巨头们并驾齐驱了，”伍德在最近接受 Master Investor 播客采访时表示。<adv/> ARK Invest 目前在其公共基金中持有三种主要加密资产，包括比特币 (BTC)、以太坊 (ETH) 和Solana (SOL)。该公司通过 Breera Sports 投资Solana ，Wood 澄清说，Breera Sports 与Solana 的资金池挂钩，并得到中东投资者的支持。她还指出，Breera Sports 还通过经济学家阿特·拉弗 (Art Laffer) 为该项目提供咨询服务。 Wood 并未确认自己持有 Hyperliquid 的任何仓位，但她表示该协议值得关注。她发表此番言论之际，永续期货 DEX 之间的竞争正日趋激烈。本月初，Aster 推出了一款代币，其交易量和持仓量均超过 Hyperliquid。相关：分析师：Aster 市值有望突破 HYPE 水平，再上涨 480%<h2>比特币是真正的加密货币</h2>尽管市场上的代币数量不断增加，但伍德认为，加密货币的未来将属于少数几个占主导地位的网络。“我们认为加密货币不会有很多，”她说。“就纯粹的加密货币而言，比特币占据了主导地位。”虽然以太坊为 DeFi 生态系统提供了动力，但 Wood 指出了比特币作为货币体系的作用，并指出其固定供应量和韧性。她还指出了稳定币的重要性日益凸显，但同时澄清说，比特币仍然是 Ark 长期战略的核心。<iframe/>伍德承认，该基金也持有一些衍生品，例如Uniswap和与Solana相关的市场协议，但她表示，其核心关注点在设计上仍然比较狭窄。“如果要说巨头，那就是现在的三大巨头，”她说。相关：在永久去中心化交易所 (DEX) 战争中，Bitwise 提交了 Hyperliquid 现货 ETF 申请<h2>散户和量化投资者涌向 DEX</h2> Bitget Wallet 首席营销官 Jamie Elkaleh 表示，受空投、低费用和快速执行等激励措施的推动，去中心化交易所 (DEX) 在散户交易者和半专业量化分析师中的采用率越来越高。然而，机构仍然依赖中心化交易所 (CEX) 来获取法币、合规性和经纪支持。不过，Elkaleh 表示，两者之间的性能差距正在缩小，像 Hyperliquid 和dYdX v4 这样的订单簿 DEX 现在能够提供曾经仅限于 CEX 的速度和流动性。杂志：比特币挖矿是糟糕商业想法的 7 个原因</div></div>

木头姐：Hyperliquid“让我想起了早期的Solana ”

随着九月尾声逼近，比特币价格在109,000美元附近震荡，市场情绪悄然转向对“Uptober”（十月看涨行情）的期待。
这一季节性现象并非空穴来风，历史数据揭示，十月往往是比特币全年表现最强劲的月份之一。然而，今年的市场环境复杂交织——九月虽未上演传统“魔咒”，但月内波动加剧、ETF资金大规模流出以及宏观政策的不确定性，为第四季度的走势蒙上了一层迷雾。本文将从历史规律、当前市场动态、多空因素博弈及...

九月跌幅竟是黄金坑？历史数据揭示：比特币五大牛市均在十月启动

故事亮点
尽管有传言称 Aster DEX 将会被 AZR 收购，但CZ澄清说，他和币安并未正式支持 Aster DEX。
与此同时，赵长鹏的风险投资公司 YZiLabs 只持有少量股份，并未对该项目提供全部支持。
紫苑花 ...

CZ澄清币安在 Aster DEX 的快速发展中没有官方角色

作者：haotian
想必很多人都有错过 @PlasmaFDN 的不甘，也有对 Tether 另一条稳定币链 @Stable 的期许，当然更多是困惑，为何 @Tether_to 要同时搞 Plasma+Stable 双剑合璧策略？Stable 会发币吗？稳定币之王 Tether 到底意欲何为？来，来谈谈我的理解：
简单而言：Tether 通过 Plasma 和 Stable 的「双剑合璧」策略，其...