$CFDS - CFDs represent a superior model to perpetuals for equity derivatives on-chain, with trillions in monthly notional volume in traditional markets outside the US, suggesting strong potential for crypto adoption
$HYPERLIQUID - The platform's experimentation with equity perps should be allowed to continue to determine market demand, rather than being prematurely criticized
$ISSUANCE - A new wave of token issuance innovation is expected following successful ICO models, as crypto historically sees widespread copying of successful experiments until strategies are exhausted
Bearish:
$AIRDROPS - The airdrop model has failed to create aligned communities as promised, with the market already moving back to ICOs due to farming behavior and lack of genuine user alignment
$PERPS - Equity perpetuals suffer from extremely volatile funding rates reaching 365% annually, making funding costs more impactful than actual price movements and creating poor user experience