thejohnnycrypto on Nostr: “We’re able to do more with just $10 million of capital than what other protocols ...
“We’re able to do more with just $10 million of capital than what other protocols can do with over a billion dollars,”
That was the point Kevin Pang, Co-Founder of Humidifi, made during the Solana Labs Breakpoint Abu Dhabi 2025.
What surprised me wasn’t that DEXs can compete with CeFi, it’s how much capital they were wasting before.
He argued that DeFi 1.0 left liquidity idle and spreads wide. Humidifi’s approach looks more like high-frequency trading than a traditional AMM.
What stood out:
• Pricing and execution are active, not passive
• Less capital can support more volume
• Spreads tighten dramatically
• Larger trades become viable on-chain
It felt less like a DeFi pitch and more like a market-structure reset. If execution keeps improving like this, the CeFi vs DeFi line starts to blur fast.
If you’re building or trading at scale on-chain, curious how you’re thinking about execution quality now.
Follow Johnny for grounded insights on how digital assets are reshaping finance and how to ledger them. #thejohnnycrypto #bitcoin #Stablecoins #staking
Published at
2026-11-06 01:06:13 UTCEvent JSON
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