Annanay Kapila – Perpetual Futures Everywhere and All the Time (S7E24)

Annanay Kapila – Perpetual Futures Everywhere and All the Time (S7E24) – Flirting with Models

Mentioned

Bullish

PERPS— Perpetual futures are the inevitable future of traditional markets, offering superior capital efficiency, 24/7 trading, and better leverage than traditional futures.
TWENTYFOURSEVEN— 24/7 markets are necessary and will become the standard as they improve capital efficiency and allow smooth liquidations during market stress.
ALTDATA— Alternative data and overnight trading volumes are growing rapidly as global demand for US market access increases.

Bearish

CME— Incumbent exchanges like CME are resistant to innovation and locked into outdated market structures that prevent them from offering better products.
TOKENIZATION— Tokenized equities have failed to gain traction and lack clear value proposition compared to perpetual futures.
TRADFI— Traditional financial market structure is inefficient with unnecessary intermediation that limits leverage and capital efficiency.

Not investment advice.