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 ...

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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.
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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

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

ARK Invest 首席執行官木頭姐將 Hyperliquid 與 Solana 的早期承諾進行了比較，稱其為“The Block”。
“這很令人興奮。這讓我想起了早期的Solana，而Solana已經……

<div><div>ARK Invest 首席執行官木頭姐將 Hyperliquid 與 Solana 的早期承諾進行了比較，稱其為“The Block”。<adv/> “這很令人興奮。它讓我想起了早期的Solana ， Solana已經證明了自己的價值，而且，你知道，它已經與巨頭們並駕齊驅了，”伍德在最近接受 Master Investor 播客採訪時表示。<adv/> ARK Invest 目前在其公共基金中持有三種主要加密資產，包括比特幣 (BTC)、以太坊 (ETH) 和Solana (SOL)。該公司通過 Breera Sports 投資Solana ，Wood 澄清說，Breera Sports 與Solana 的資金池掛鉤，並得到中東投資者的支持。她還指出，Breera Sports 還通過經濟學家阿特·拉弗 (Art Laffer) 為該項目提供諮詢服務。 Wood 並未確認自己持有 Hyperliquid 的任何倉位，但她表示該協議值得關注。她發表此番言論之際，永續期貨 DEX 之間的競爭正日趨激烈。本月初，Aster 推出了一款代幣，其交易量和持倉量均超過 Hyperliquid。相關：分析師：Aster 市值有望突破 HYPE 水平，再上漲 480%<h2>比特幣是真正的加密貨幣</h2>儘管市場上的代幣數量不斷增加，但伍德認為，加密貨幣的未來將屬於少數幾個占主導地位的網絡。“我們認為加密貨幣不會有很多，”她說。“就純粹的加密貨幣而言，比特幣佔據了主導地位。”雖然以太坊為 DeFi 生態系統提供了動力，但 Wood 指出了比特幣作為貨幣體系的作用，並指出其固定供應量和韌性。她還指出了穩定幣的重要性日益凸顯，但同時澄清說，比特幣仍然是 Ark 長期戰略的核心。<iframe/>伍德承認，該基金也持有一些衍生品，例如Uniswap和與Solana相關的市場協議，但她表示，其核心關注點在設計上仍然比較狹窄。“如果要說巨頭，那就是現在的三大巨頭，”她說。相關：在永久去中心化交易所 (DEX) 戰爭中，Bitwise 提交了 Hyperliquid 現貨 ETF 申請<h2>散戶和量化投資者湧向 DEX</h2> Bitget Wallet 首席營銷官 Jamie Elkaleh 表示，受空投、低費用和快速執行等激勵措施的推動，去中心化交易所 (DEX) 在散戶交易者和半專業量化分析師中的採用率越來越高。然而，機構仍然依賴中心化交易所 (CEX) 來獲取法幣、合規性和經紀支持。不過，Elkaleh 表示，兩者之間的性能差距正在縮小，像 Hyperliquid 和dYdX v4 這樣的訂單簿 DEX 現在能夠提供曾經僅限於 CEX 的速度和流動性。雜誌：比特幣挖礦是糟糕商業想法的 7 個原因</div></div>

木頭姐：Hyperliquid“讓我想起了早期的Solana ”

隨著九月尾聲逼近，比特幣價格在109,000美元附近震盪，市場情緒悄然轉向對“Uptober”（十月看漲行情）的期待。
這一季節性現象並非空穴來風，歷史數據揭示，十月往往是比特幣全年表現最強勁的月份之一。然而，今年的市場環境複雜交織——九月雖未上演傳統“魔咒”，但月內波動加劇、ETF資金大規模流出以及宏觀政策的不確定性，為第四季度的走勢蒙上了一層迷霧。本文將從歷史規律、當前市場動態、多空因素博弈及...

九月跌幅竟是黃金坑？歷史數據揭示：比特幣五大牛市均在十月啟動

故事亮點
儘管有傳言稱 Aster DEX 將會被 AZR 收購，但CZ澄清說，他和幣安並未正式支持 Aster DEX。
與此同時，趙長鵬的風險投資公司 YZiLabs 只持有少量股份，並未對該項目提供全部支持。
紫苑花 ...

CZ澄清幣安在 Aster DEX 的快速發展中沒有官方角色

作者：haotian
想必很多人都有錯過 @PlasmaFDN 的不甘，也有對 Tether 另一條穩定幣鏈 @Stable 的期許，當然更多是困惑，為何 @Tether_to 要同時搞 Plasma+Stable 雙劍合璧策略？Stable 會發幣嗎？穩定幣之王 Tether 到底意欲何為？來，來談談我的理解：
簡單而言：Tether 通過 Plasma 和 Stable 的「雙劍合璧」策略，其...