@choy
Some thoughts on the way back after TOKEN2049 that I shared with the team:
Centralized Exchanges (CEXs)still dominate booths and stalls despite the Decentralized Exchanges (DEXs) narrative. CEXs are now dropping trading fees to compete with near zero-fee DEXs. Hyperliquid, for example posted a record $100 million in monthly revenue.
How they (CEXs) grow with reducing revenues is going to be interesting to see.
No-KYC is a major draw but hard for centralized platforms to implement.
The turnover in crypto BD is ruthless: most get 1–3 months to deliver listings before they’re cut.
Stablecoins —everyone’s launching their own after seeing Tether.io's profits (a $4.9 billion profit in Q2), though distribution remains the moat.
Binance Alpha is becoming a template; several exchanges have already copied or integrated it for tokens launching on a DEX. Early discovery of promising projects can be highly rewarding in terms of return %.
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