#DEX VS #CEX – GAME OF THRONES IN THE #CRYPTO MARKET
🔔 Key Data:
- In Q1/2025, trading volume on DEX reached over $296 billion, an increase of +28% compared to the previous quarter.
- In March alone, DEX accounted for 16% of total market liquidity, the highest since the beginning of the bull run.
- A portion of capital withdrawn from Binance and OKX is flowing into DEX platforms like Uniswap, dYdX, and especially new DEXs focused on derivatives.
🚩 Main Reasons:
- Trust in CEX is declining: Legal audits, strict KYC policies, and risks of frozen assets are causing users to “run to DEX.”
- The $6 million exploit of Hyperliquid backfired — instead of damaging DEX credibility, it made the community realize that even incomplete DEXs are still attracting significant capital.
- DEXs are gradually overcoming traditional weaknesses: transaction speed, user experience, and especially gas fees being increasingly optimized thanks to Layer 2 and Solana.
🔥 CEX Counterattack:
- Binance is ramping up its derivatives sector and listing memecoins to attract volume.
- Coinbase is expanding Base and investing in on-chain infrastructure to “DEX-ify” itself while still maintaining centralized infrastructure.
- CEXs are trying to pull liquidity back by offering listing incentives, farming programs, staking...
🔍🔍🔍 My Personal Perspective:
- The DEX vs CEX battle is not just about technology, but a battle of trust and asset control models.
- If this trend continues, in the coming quarters, DEX could capture up to 25–30% of the total market liquidity share, especially in the derivatives sector.
- Memecoins, pre-launch tokens, new farming... will be weapons for both sides to “attract capital.”