Inverting the Perps Playbook with Brett Harrison from Architect

Inverting the Perps Playbook with Brett Harrison from Architect – Decentralised.co

Mentioned

Bullish

TRADFI— Traditional finance will grow through heavy regulation and connection to institutional systems, with regulated venues becoming dominant for institutional participants.
STABLES— Stablecoins are critical infrastructure for 24/7 trading and will be determinative for exchange success, enabling faster and cheaper transactions especially for international customers.
NVDA— AI compute demand is creating massive spending on GPUs with companies spending billions on training, creating need for hedging instruments on compute power.

Bearish

CME— Traditional exchanges face innovator's dilemma as perpetuals are superior to rolling futures, threatening their revenue model from monthly/quarterly rolls.
DEX— Decentralized exchanges lack critical risk management infrastructure and cannot serve institutional clients, with October 10th liquidation cascade eroding trust irreparably.
CEFI— Unregulated crypto exchanges will bifurcate away from institutional business toward high-risk gambling, losing access to large institutional capital.

Not investment advice.