2026-01-14 10:32:05

Traditional finance entering the onchain derivatives space signals a real shift. The conversation's moving beyond simple valuation metrics—DATs, revenue share models, and market capture dynamics are what actually matter. As decentralized exchanges keep siphoning flow from centralized platforms, long-term growth scenarios aren't unrealistic. The structural advantages compound when you look at the mechanics properly.

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hodl_therapist

· 3h ago

Well... to put it simply, TradFi has finally caught on, and the flow siphoning from DEXs has just begun.

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IfIWereOnChain

· 6h ago

I've been waiting for the traditional finance folks to wake up, and finally they have. To be honest, no one really understood the DATs system before, and now I finally understand what true structural advantage means.

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CommunitySlacker

· 6h ago

Really, the traditional finance folks have finally woken up. But to be honest, I'm still a bit confused about DATs and how exactly they work. --- The flow extraction from DEXs has been obvious for a while; it's just a matter of who can hold out until the end. --- Structural advantages stacking and amplifying... sounds good, but actual operation is another story, haha. --- Wait, is the traffic really shifting to DEXs? Why do I still see most people trading on centralized exchanges? --- On-chain derivatives definitely have potential, but the key is to find the right track. --- Wake up, everyone. You need to understand the mechanism before making money. Just looking at valuation metrics is self-deception.

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RugPullAlertBot

· 6h ago

Traditional finance entering the scene really changes the game, but honestly, DAT stuff is still a bit complicated. --- It's only a matter of time before DEX takes traffic away from centralized exchanges; it depends on who can survive until then. --- The idea that structural advantages compound and amplify sounds nice, but few can actually achieve it. --- The revenue share model is the real core; the old valuation methods are already outdated. --- Long-term growth is not a dream; the key is whether you've bet on the right track. --- I'm optimistic about DEX siphoning off traffic, but the risks are also significant.

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GasFeeTherapist

· 6h ago

Alright, now someone finally clarified it. I've known for a long time that CEX should be squeezed dry.

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