Research Summary
The report discusses the future of decentralized finance (DeFi) and its potential to gross US$231.2B in revenue by 2030. The report highlights the dominance of crypto-native perpetual futures in the DeFi derivatives market, contributing over 90% to the total value locked (TVL). It also points out the growth potential of the options sector, despite its nascent stage. Key players in the perpetual futures landscape include dYdX and GMX, while Lyra stands out in the options market. The report also emphasizes the importance of continuous innovation in infrastructure and UI/UX design for effective competition in the decentralized derivatives market.
Actionable Insights
- Monitor the growth of DeFi: With a forecasted gross revenue of US$231.2B by 2030, DeFi is poised for significant growth. Stakeholders should keep a close eye on this sector.
- Focus on crypto-native perpetual futures: As they contribute over 90% to DeFi derivatives TVL, these futures are a key area of interest.
- Explore the options sector: Despite being relatively new, this sector has substantial growth potential and is worth exploring for investment and development opportunities.
- Keep track of key players: dYdX and GMX in the perpetual futures landscape, and Lyra in the options market, are important entities to monitor.
- Emphasize on innovation: For effective competition in the decentralized derivatives market, continuous innovation in infrastructure and UI/UX design is crucial.
