0xSun: Perp DEX and prediction markets are still the two main topics of discussion in the current cryptocurrency space

0xSun posted on platform X, stating that the overall market performance is currently sluggish, but Perp DEX, prediction markets, and X402 remain high-discussion areas. In terms of Perp DEX, it believes that Hyperliquid's development has proven that on-chain contracts have genuine user demand, and the sector is not limited to a single leading project.

Among existing products, it is more optimistic about Lighter. Despite recent controversies surrounding witches, airdrop rules, and TGE timing, it has competitive advantages in product experience, team and funding background, as well as zero fees, foreign exchange, and commodity liquidity. Since the token details have not yet been announced, it judges that if the airdrop scale is large, there may be initial pressure to decline, followed by a gradual bottoming out.

Regarding prediction markets, 0xSun stated that this sector has become one of the most mainstream crypto applications, but it also faces issues such as ethical controversies, unclear judgment rules, and potential manipulation risks. Nevertheless, it believes that prediction markets remain the most consensus-driven narrative direction currently, worth understanding in advance and participating in interactions under controllable risks. On the project side, Polymarket has not yet clarified its token issuance time, Kalshi's token issuance remains uncertain, while Opinion Labs is currently developing rapidly on the BNB chain, with trading volume exceeding 10 billion. It believes that from an interaction perspective, Polymarket and Opinion are more suitable for most users.