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48 posts tagged with "trading"

Cryptocurrency trading and markets

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From Binary Bets to 10x Leverage: Polymarket and Kalshi's $37B Pivot Into Crypto Perps
·Dora Noda·11 min

From Binary Bets to 10x Leverage: Polymarket and Kalshi's $37B Pivot Into Crypto Perps

Polymarket and Kalshi launched crypto perpetual futures on April 21, 2026, weaponizing CFTC DCM status to take leveraged derivatives mainstream — and reset the competitive map against Hyperliquid, Coinbase, and Robinhood.

prediction markets
DeFi
Hyperliquid
regulation
+1
Kairos and the Bloomberg Terminal Moment for Prediction Markets
·Dora Noda·8 min

Kairos and the Bloomberg Terminal Moment for Prediction Markets

Kairos raised $2.5M from a16z crypto to build a unified trading terminal for Polymarket and Kalshi — a bet that prediction markets have finally crossed the threshold where institutional tooling follows institutional flow.

prediction markets
event contracts
A16Z
trading
+1
The $375M Unlock That Didn't Crash: How Hyperliquid Turned HYPE Into Crypto's Most Profitable Machine
·Dora Noda·10 min

The $375M Unlock That Didn't Crash: How Hyperliquid Turned HYPE Into Crypto's Most Profitable Machine

Hyperliquid released $375M in HYPE on April 6, 2026, and the market barely moved. Inside the 97% fee-to-buyback machine, $1.2B revenue engine, and institutional floor thesis that rewrote unlock economics.

Hyperliquid
DEX
tokenomics
DeFi
+1
Sui Joins the CME Club: Regulated Futures, Staked ETFs, and the Institutional Trifecta
·Dora Noda·7 min

Sui Joins the CME Club: Regulated Futures, Staked ETFs, and the Institutional Trifecta

CME Group launches SUI futures on May 4, 2026, completing Sui's institutional product trifecta alongside staked spot ETFs from Canary Capital and Grayscale. Here's what the full suite means for institutional capital allocation and Sui's ecosystem growth.

Sui
DeFi
ETF
institutional-investment
+1
Binance AI Agent Skills Hit 20+: How Exchange-Native Infrastructure Is Capturing the Autonomous Trading Economy
·Dora Noda·8 min

Binance AI Agent Skills Hit 20+: How Exchange-Native Infrastructure Is Capturing the Autonomous Trading Economy

Binance expanded its AI Agent Skills to 20+ and launched AI Pro for agentic trading. We analyze how exchange-native agent infrastructure creates order-flow moats, compare the Binance vs OKX vs Coinbase vs Kraken strategies, and examine what autonomous trading means for crypto market microstructure.

AI agents
trading
DeFi
infrastructure
+4
Perpification: Why Perpetual Futures May Eat Real-World Asset Tokenization Before Tokenization Eats Finance
·Dora Noda·9 min

Perpification: Why Perpetual Futures May Eat Real-World Asset Tokenization Before Tokenization Eats Finance

a16z's 2026 perpification thesis argues perpetual futures on real-world assets will scale faster than direct tokenization. With the S&P 500 now licensed on Hyperliquid, RWA perps hitting 20 percent of open interest, and Ostium raising 24 million dollars, the data increasingly supports derivatives-first over ownership-first approaches to putting global markets on-chain.

DeFi
RWA
trading
infrastructure
+3
9,500 AI Agents, 187,000 Trades, Zero Lines of Code: How Walbi Is Turning Every Retail Trader Into a Quant
·Dora Noda·9 min

9,500 AI Agents, 187,000 Trades, Zero Lines of Code: How Walbi Is Turning Every Retail Trader Into a Quant

Walbi's no-code platform produced 9,500 AI trading agents and 187,000 autonomous trades in a 14-week beta. We examine how plain-language algorithmic trading works, where it fits in the exchange AI arms race, and whether democratizing automation creates smarter retail traders or a correlated herd.

AI agents
trading
DeFi
crypto market
+1
Decentralized Perpetual Futures Just Crossed $1.2 Trillion in Monthly Volume — What Happens When DEXs Eat Wall Street?
·Dora Noda·7 min

Decentralized Perpetual Futures Just Crossed $1.2 Trillion in Monthly Volume — What Happens When DEXs Eat Wall Street?

Decentralized perpetual futures DEXs now handle 26% of global crypto derivatives volume at $1.2T monthly. Hyperliquid leads with 70% market share and $640M annualized revenue. Explore the structural migration from CEX to DEX derivatives and why Delphi Digital says perp DEXs will eat TradFi.

DeFi
crypto
blockchain
DEX
+2
The US Moves to Legalize Perpetual Futures: A Game-Changer for Crypto Markets
·Dora Noda·9 min

The US Moves to Legalize Perpetual Futures: A Game-Changer for Crypto Markets

The CFTC's decision to legalize perpetual futures on US-regulated exchanges marks a pivotal shift in crypto markets, potentially reshaping trading dynamics and bringing significant volume back onshore.

crypto
regulation
finance
trading
Showing 19–27 of 48 posts