2026-01-04 13:24:32

What is Rails' next move? After looking at their plans to shift from perpetual contracts to options, it's really interesting.

A quick comparison of the data makes it clear — the global daily trading volume of perpetual contracts is around $500 billion, but the traditional options market can trade up to $2 trillion in a single day, which is four times larger. The opportunity is right here. Rails has already established itself as a leader in perpetual contracts on the Ink chain, and now they aim to tackle the tough challenge of options.

However, DeFi options products currently face some real pain points. The liquidity in AMM pools isn't large enough, and the bid-ask spreads often reach 5-10%, which is very unfriendly to traders. Plus, on-chain confirmation delays make arbitrage opportunities fleeting, making it easy to miss out. These are tangible pain points — without solving them, it’s hard to attract genuine trading volume.

If Rails can truly address these issues thoroughly, the growth potential for options is significant. The key still depends on execution.

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0xSherlock

· 01-06 05:32

The fat slice of the options market is indeed tempting, but the current liquidity issues in DeFi are really heartbreaking... A 5-10% spread, anyone would bleed. Can Rails solve the on-chain latency problem? That's the real test.

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LightningSentry

· 01-04 20:12

2 trillion versus 500 billion, the numbers are indeed shocking, but the DeFi options trap is still too deep right now, with a 5-10% spread directly discouraging participation. What can Rails rely on to break the deadlock?

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DegenDreamer

· 01-04 13:54

Perpetuals are already at the limit, now you want to go for options? That's quite bold, just worried it might end up as another abandoned project.

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ProtocolRebel

· 01-04 13:54

The options market is indeed a big cake, but with the current liquidity in DeFi... do you really dare to jump in?

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AirdropHunterKing

· 01-04 13:49

Hmm... 500 billion versus 2 trillion, the difference is indeed significant. But to be honest, I really can't accept the 5-10% spread in DeFi options. Isn't this just giving money away to market makers?

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SchrodingerAirdrop

· 01-04 13:36

Perpetuals are already at the top, but options truly have room for imagination. The only concern is another unfinished project. Unless the two major pitfalls—liquidity and spread—are addressed, even the best concepts are pointless.

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