Orderly Project Observation and Analysis 1. Initial Impressions and Early Judgments From the first time I saw this project in Pantera's portfolio at the beginning of 2023, I knew it was something different. At that time, the entire DEX space was still fighting over basic AMM functionalities, while Orderly was already thinking about how to bring the centralized exchange experience on-chain. To be honest, I wasn't optimistic at first. The perpetual contract DEX space already had giants like dYdX and GMX, making it very difficult for new projects to break through. However, after seeing Sequoia also invest, I began to reassess this project. Looking back now, my judgment at that time was too shallow. 2. Orderly's Positioning and Development Orderly is fundamentally not following the traditional DEX route; it aims to be the infrastructure layer for all Web3 trading. This positioning is very clever—rather than competing head-on with existing DEXs, it provides underlying capabilities for...
Show original
21.36K
6
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.