$ZEX may still see some rerating ahead given lack of supply and valuation vs SVM / sol DeFi comps, but then question becomes delivery and how much real organic volume they can attract. Uphill show-me story imo given HYPE dominance but maybe mainnet first
🔈BidCast - New Interview with @Tristan0x from @bulletxyz_ / @ZetaMarkets on $ZEX (Soon $BULLET)
We discuss:
📌$ZEX's journey on becoming $BULLET and why the SOL Roll-up design choice
📌Its goal on early Q3 mainnet and 6-12 month target of $500 mm+ USD of daily trading volume
📌... why hitting target could mean 50-100 mm USD in annualized fees + material buy & burn
📌Plans around MM & liquidity, GTM, incentives, and token migration / vesting
Timestamps 👇
00:00 Opening
00:51 The Journey of Zeta and Bullet
04:31 Engineering Expertise Behind Bullet
06:10 Challenges of Building on Solana
07:52 Technical Innovations in Bullet
12:01 User Experience and Onboarding Improvements
13:34 Future of Solana and Bullet's Role
14:53 Bridging and Interoperability Challenges
16:31 Market Making and Liquidity Strategies
19:12 Go-to-Market Strategy for Bullet
25:36 User Acquisition and Retention Strategies
31:29 Volume Expectations and Market Positioning
35:31 Market Dynamics and Trading Volume Insights
36:21 Incentives and Organic Growth Strategies
39:16 Revenue Projections and Tokenomics
44:28 Security Concerns and Risk Management
47:26 Learning from Past Mistakes in Crypto
50:50 Product Development and Listing Strategies
54:04 Token Migration and Community Engagement
01:02:02 Financial Position and Future Plans
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