RE: LeoThread 2025-09-19 11:20
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During a run, a realization surfaced:
Aster's relationship to Binance is analogous to the iPhone–Apple, Android–Google, or ChatGPT–OpenAI link — a pivotal hinge that will help shape the future landscape.
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The battle among centralized exchanges has largely been decided; most remaining competitors are fighting for positions two through ten. The real threat to Binance comes from Hyperliquid.
Hyperliquid's rise isn't driven by superior tech or liquidity (Binance can outdo those), but by exploiting a major regulatory gap: U.S.
users who can't use Binance can access Hyperliquid, and a huge cohort unwilling to do KYC generates enormous volume. The convergence of these "gray" demands creates a stark asymmetric advantage against Binance.
Accordingly, Binance needs a decentralized countermeasure — Aster (originally APX when started three years ago). Due to regulatory considerations, promotion may need to be discreet, but this is a battle that will be fought.
Recent commentary has focused on Aster, signaling strong bullishness on both Aster and Binance's strategic direction. A substantial AST position has been taken, comparable to a firm BNB stake from eight years ago