Crypto loves perps, but options are far from dead. Tradfi is hitting record options volume while most on-chain options DEXes failed due to poor timing, unclear regulations, and flawed design. https://t.co/S7lfIfQepR
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The graveyard taught us a few clear lessons: • unclear regulation = existential risk • capital inefficiency kills LPs • fragmented liquidity + complex pricing = easy exploits • death spirals in volatility
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What changed in 2025? Reg clarity (GENIUS / CLARITY), sub-second L2s, better oracle + risk models, and real institutional demand for on chain hedging. We are much closer to CBOE-1973, but on DeFi rails.
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Deribit + CME prove the demand is real. The opening for DeFi is giving that same options flow 24/7 access, self-custody, and composable “money lego” strategies instead of siloed CEX rails.
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New players like Derive, Synquote, Rysk, Kyan and others are all converging on the same idea: portfolio margin, CLOB / RFQ liquidity, institutional risk engines, on chain.
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As we build DeFi trading strategies for long BTC hedging, the rise of on-chain options and volatility layers aligns perfectly: sustainable yield, risk management, and real utility beyond speculation.
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TL;DR Options were early, not obsolete. The stars (macro, tech, regs, behavior) are finally aligned for options DEXes to work. Perps are the front end of crypto. Options might quietly become the back office of global finance.
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