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102.btc

@102BTC

DEX占比冲到24%，历史新高 BitMEX——永续合约的发明者，11年后宣布9月关门 AscendEX——被MiCA合规成本压垮 Dango——上线不到4个月就凉了一边是DEX在涨，一边是CEX在倒行业正在经历结构性洗牌不是某一家的经营问题，是用户不需要那么多中心化入口了链上交易吃掉CEX份额，这个趋势一旦形成，很难逆转以后能活下来的CEX，估计只剩巨头了

8:46 PM · Aug 3, 2026 · 1.2K Views

4 Reposts 28 Likes 2 Bookmarks

17 replies collected of 25 X reports

BTCD @BTCD_BTC · Aug 3

@102BTC Even a pioneering exchange like BitMEX has closed down; smaller exchanges are in even worse shape.

original · zh

@102BTC BitMEX 这种开山鼻祖都关门了，中小所更不好过

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Trần Quang Huy @huytq2601 · Aug 3

@102BTC Translated from CEX to DEX

original · vi

@102BTC Chuyển dịch từ cex sang dex rồi

躺

躺 @lbolbo123456 · Aug 3

@102BTC What else is going to go wrong?

original · zh

@102BTC 还有什么要完蛋？

K-Line @Maddere7 · Aug 3 10K

@102BTC DEX's surge to 24% was indeed impressive, but BitMEX's closure is truly regrettable. Contract trading was all the rage back then, but now, with lower on-chain slippage, nobody uses it anymore.

original · zh

@102BTC DEX冲到24%确实猛，但BitMEX关门真有点唏嘘，当年合约玩法多风光，现在链上滑点低反而没人用了

Hanna Lindgren @AsenneHanna · Aug 3

@102BTC DEX is the final game

original · zh

@102BTC dex才是终局

Lynn @NKLinhzk · Aug 4 22K

@102BTC Small exchanges really don't have much of a way to survive.

original · zh

@102BTC 小交易所确实没啥活路了。

Field @Feiketnoz · Aug 4

@102BTC With an overabundance of centralized entry points, users are voting with their feet; this reshuffling is an inevitable step towards industry maturity.

original · zh

@102BTC 中心化入口过剩，用户用脚投票，这波洗牌是行业走向成熟的必然

frogsensei亚洲青蛙 @kingfrogsensei · Aug 4 131K

@102BTC DEX's 24% share is indeed quite astonishing. However, the fact that AscendEX was dragged down by compliance pressure also shows that it is becoming increasingly difficult for small exchanges to survive. In the future, will only giants like Binance and Coinbase remain?

original · zh

@102BTC DEX占比24%确实有点惊人，不过AscendEX被合规压力拖垮这件事，也说明小型交易所生存越来越难，未来难道真的只剩币安和Coinbase这种巨头了吗？

盛

盛菡曼♥免费破处♥ @EnidHawthoe1s8 · Aug 4

@102BTC Joyful, 💔 Red 🔹 2026-08-04 11:37:56

翟

翟莉诗♥免费破处♥ @JudithTherxvlw · Aug 4

@102BTC Gentle 💞 Divine, 🔴 2026-08-04 11:43:02

风

风中浪客 @xiexieyixin · Aug 4

@102BTC smart money already rotated out weeks ago

cate julius @catejulius · Aug 4

@102BTC Indeed, DEXs are eating into the market share of CEXs, and small and medium-sized exchanges are closing down. This is a structural shakeout in the industry. In the future, only the giants will survive among the CEXs. I've adjusted my portfolio accordingly, with my main holdings in MEXC. Withdrawals are smooth, new users earn daily interest on their Earn, and Rewards Hub allows you to exchange for $NVDA stock, which at least proves it's keeping up with the trend. Crypto isn't finished, and CEXs won't all die out, but only a few with the strongest overall capabilities will remain. #BitMEX

original · zh

@102BTC 确实，DEX吃掉CEX份额，中小交易所关门，这是行业在结构性出清。以后能活下来的CEX只有巨头了。我自己的配置也顺着这个逻辑调整，主力放在MEXC，提现顺畅、新户Earn每天生息、Rewards Hub能换 $NVDA股票，至少证明它跟得上趋势；加密不会完了，CEX不会死光，但只会留几个综合能力最强的。#BitMEX

Jolin@NodeXX @Jolin612 · Aug 4

@102BTC What users really need now is not "yet another centralized gateway," but a trading method with lower trust costs, greater transparency, and more control. Once this habit is formed, the trend will be very difficult to reverse.

original · zh

@102BTC 用户现在真正需要的不是“又一个中心化入口”，而是更低信任成本、更透明、更能自己掌控的交易方式。一旦这个习惯养成，趋势就很难逆转。

Ethan @Ethan140474 · Aug 4

@102BTC The pendulum of history will not stop in the middle: CEXs will not disappear, but will only converge into a few infrastructures, and the remaining battle will be between compliance costs and on-chain liquidity.

original · zh

@102BTC 历史的钟摆不会停在中间：CEX不会消失，只会收敛成少数基础设施，剩下的战争在合规成本和链上流动性之间。

👈

👈👈催情💊春💊男用💊听话 🌱 💐 @RuthIrvinglpqn · Aug 4

@102BTC q

加

加密小强—买美股，到币安 @Cryptoxq8 · Aug 4 13K

@102BTC Only top-tier exchanges can survive more easily.

original · zh

@102BTC 只有头部交易所才能活得更轻松

ALi-李力 @crypto_Azu · Aug 4 11K

@102BTC Small exchanges are losing out, while large exchanges are thriving.

original · zh

@102BTC 小所凉凉，大所吃香。