The Perp track will not end just because there are already Hyper Aster, Lighter, and Edgex.

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10 hours ago

The Perp track will not end just because there are already Hyper Aster, ligther, and edgex; rather, it is a long-term competitive track.

The current logic is: After Aster, ligther and edgex have already intensified the competition, the next cost-effective option is still unclear to everyone.

I looked at the reasons why Lao Pang is optimistic about Grvt, and there are two points:

1️⃣ Backed by ZKsync: Almost every chain will support a perp, and Grvt has received investment from ZKsync, raising 34 million USD, using the Validium solution.

2️⃣ TGE rhythm: ligther and edgex will launch in Q4 this year. If they exceed expectations, market funds will frantically look for new perp targets in Q1 next year, and Grvt happens to be in this window.

I think it’s worth a shot, but we also need to be aware of the risks—

To some extent, this is a gamble; there is still uncertainty, especially the loss from volume manipulation, and Grvt's current issue is insufficient liquidity. We need to see how the product and funding develop.

I think this logic is worth considering: do not view the track as a one-time opportunity, but rather see the long-term rolling effect of the track itself.

As for which project to focus on, everyone has their own opinions!

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