Chainfeeds Introduction:
In the past few months, there has been a significant increase in mobile trading + DeFi applications for retail consumers, most of which are built on Hyperliquid infrastructure.
Article Source:
https://mp.weixin.qq.com/s/UdVHZKhgTK6EXkQUynodEw
Article author:
IOSG Ventures
Viewpoint:
IOSG Ventures: The trend toward hyper-speculative trading in society has fundamentally altered retail consumer behavior. As evidenced by the growth of Polymarket and Kalshi, most users in the current environment adopt high-risk strategies. With speculative demand at an all-time high, mobile trading apps are the product form most directly benefiting. As mentioned earlier, traditional financial mobile apps like Robinhood, Wealthsimple, and TD Ameritrade have seen significant growth in user growth and adoption, primarily due to their low barriers to entry and their willingness to promote short-term, highly leveraged, and gambling-like products. Clearly, retail users need easy access to risk and capital allocation, and mobile trading apps are the most logical solution. Cryptocurrency mobile trading apps are fundamentally no different; if they effectively build product discoverability, they can also benefit from these consumer behaviors. Robinhood, Wealthsimple, and Revolut's integration of crypto products into their apps is a testament to this. Despite charging extremely high fees, these traditional financial apps have seen significant adoption of crypto products, demonstrating a strong demand among retail users for convenient mobile access to the crypto market. Without dedicated mobile crypto trading apps, the Web3 market will cede significant value capture opportunities to Web2 competitors. Since 2023, the market has seen virtually no new retail inflows. The current total stablecoin market capitalization is only approximately 25% above its 2021 all-time high, a dismal four-year growth rate for any sector—and this is happening despite the most favorable regulatory environment for stablecoins and strong presidential support for the crypto industry. The market needs solutions to attract new retail liquidity, but significant barriers to new retail capital entry remain unaddressed. The primary obstacles are: the public perception that participating in the crypto market requires complex operational processes; and a lack of accessible applications that truly understand the needs of Web2 users. Web2 retail users don't use complex wallets or transfer funds across multiple chains. They need products packaged in a familiar format, similar to Robinhood or Wealthsimple accounts, offering simple onboarding and a user-friendly experience. Crypto mobile trading front-ends are the solution—they package products in traditional financial formats familiar to Web2 users, fundamentally removing the perceived complexity of crypto and lowering the barrier to participation. This is the only effective way for cryptocurrencies to break out of the Web3 community and gain mainstream exposure. Cryptocurrency mobile trading frontends mark the beginning of a new generation of applications in the Web3 market—a more sustainable and compliant path to development. Unlike previous traditional crypto products (whether infrastructure or DApps), most projects haven't focused on scaling or revenue generation because these aren't core incentives. Most founders' North Star metric is acquiring initial users at any cost, no matter how inefficient or extractive their growth funnel may be, then raising venture capital, locking up tokens through over-the-counter sales, or waiting for vesting periods without improving the product. Typical examples include Story Protocol (IP), Blast, and Sei Network (SEI). Crypto mobile trading frontends take the opposite approach: optimizing for scale using existing infrastructure, generating revenue first, and raising capital later when necessary. By acting as an aggregator of different products and adopting a base fee structure, these frontends have the structural advantage of integrating multiple verticals at a very low cost, while focusing on the user experience to drive user acquisition and retention. This combination means revenue generation from day one and continued exponential growth over time. The end result is a more sustainable, real-world business and value layer for Web3, replacing the extractive model of the past. This will bring growing credibility to the entire Web3 industry.
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