庞教主
庞教主|5月 26, 2026 10:04
Perp DEX is still the best track at the moment, so you can pay more attention to some potential Perp DEX. Nado, who used to be backed by Ink+Kraken, became popular for a while, and many people still see @ nadoHQ as a "score boosting Perp DEX". I think after Season 2, Nado's direction gradually became clearer. I don't want to do another Perp DEX, I want to do The Global Risk Engine You may not feel that all the Perp DEX on the chain are still stuck in the era of "single asset margin", with each position separated from each other. Nado's model is to share risks among all assets, such as gold positions being used as margin for BTC contracts, and cryptocurrencies, stocks, commodities, and foreign exchange all being put into the same on chain account for unified evaluation This is the Global Risk Engine This model may seem simple, but it is actually very difficult to implement. It is not simply mutual margin, but global asset risk management capability So after seeing the second season, Nado began to expose his real roadmap, with most Perp DEX listed on stocks, gold, and forex, but only on trading pairs Nado's direction is that these assets serve as collateral for each other, which is a completely different dimensional product, namely its Global Risk Engine There is also an interesting suggestion that real assets such as stocks and gold may be used as on chain margin. Nado's Global Risk Engine magic will truly manifest, which means you can hold gold positions at the same time, use gold as margin, and trade any contract The advantage goes without saying, it will greatly improve the efficiency of funds, and this may be the first time DeFi has truly begun to devour the risk layer of TradFi The points for Season 2 have actually decreased, which I think is a good thing because most projects will choose inflation points in the subsequent season, which is beneficial to the platform's interests. However, old players will eat shit, and Nado's S1 old player rights will be directly extended The core of points is a matter of personal proportion. The amount of points itself has no meaning. 10 billion points and 100 million points are the same thing. In the end, it is still the value of the platform itself Nowadays, people are very cautious about the points earned from Perp DEX, as there have been some setbacks. In fact, one can simultaneously establish reverse positions on Nado and Kraken Pro to hedge market risks and earn Nado and Kraken points. Dual benefits, extremely low directional risk Choosing a delta neutral strategy can significantly reduce risk, simply put, it is a long short dual opening hedge against volatility risk, while also obtaining dual returns Now Perp DEX is indeed getting more and more competitive, which is a good thing. It will force Perp DEX to take a new direction. What I value most is capital efficiency, which is Nado's Global Risk Engine. It will greatly improve the utilization of user funds, but the difficulty lies in the risk scheduling system. I am looking forward to it coming out Experience link: https://app.nado.xyz?join=tre9h4e
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