CEXes are finally taking note and going permissionless: @coinbase, @binance, and @Bybit_Official just kicked off a “CEX-on-chain” market grab:
• Coinbase: DEX trading + Verified pools
• Binance: Binance Alpha (curated + sandboxed tokens)
• Bybit: Byreal RFQ+CLMM
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1. Coinbase | DEX Trading + Verified Pools
• @base-native routing for any on-chain tokens, wrapped with KYC-verified pools that institutions can actually touch.
• Breadth of DeFi + TradFi regulation standards, all inside the app millions already use
2. Binance | Binance Alpha
• A curated sandbox of early-stage on-chain tokens (across Ethereum, BSC, Solana, Sui, Sonic)
• Discovery platform where users can purchase them without leaving the Binance app
• Pre-listing spotlight, as some tokens will graduate to a proper spot listing
3. Bybit | Byreal
• @solana-powered RFQ + CLMM router built to replicate CEX spreads on-chain
• Fair-launch vaults and yield layers baked in to keep capital sticky from day one
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Closing
These show how CEXes are adapting:
• Building solutions to bridge CeFi and on-chain DeFi
• Adding verification/trust layers to DeFi (common concerns for most, especially hacks and rug pulls) --> get people on-chain within the comfort of a web2 app
• Hybrid solutions that leverage their brand reputation while benefiting their current user base
• Cannot ignore the volumes and traction that @HyperliquidX is having
• Adheres to the Internet Capital Market thesis: Decentralized, permissionless marketplaces where capital flows directly to builders, creators, and ideas --> this will be instant and global
• Token price discovery are taking place on-chain (just look at your memes, AI tokens)
Builders need on-chain rails to stay discoverable; traders need them to stay liquid.
Rather than fight DeFi's growth, they're positioning themselves as (potential) gateways to the ever growing on-chain ecosystem.