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Regulated Perps Move Onshore in the US

High-volume crypto derivatives keep migrating from offshore venues into regulated US markets, with crypto-native firms moving first and banks entering only once liquidity deepens.

forming · confidence 40 · Emerging (watchlist) · tracking since July 28, 2026 · updated July 28, 2026

Why the conviction moved

  • Jul 28
    Strengthened +6

    Regulated perpetual futures went live in the US with crypto exchanges and trading firms competing for retail demand in a product worth roughly $90T in annual volume, while Wall Street banks wait for liquidity and rules to mature, per the report. This is the crypto-native-first, banks-later onshore migration the thesis describes, now with a live product.

Source trail

  • Supporting · July 28, 2026

    Regulated Perpetual Futures Arrive in the US as Banks Hold Back

    Regulated perpetual futures went live in the US with crypto exchanges and trading firms competing for retail demand in a product worth roughly $90T in annual volume, while Wall Street banks wait for liquidity and rules to mature, per the report. This is the crypto-native-first, banks-later onshore migration the thesis describes, now with a live product.

    CoinDesk

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Affected regions & assets

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