JPMorgan Says Hyperliquid Gains Traction as Traders Seek 24/7 Oil Trading

According to JPMorgan, Iran war-related oil volatility pushed traders to Hyperliquid’s always-open market as CME trading paused, highlighting rising demand for 24/7 access to traditional-asset exposure through decentralized derivatives venues.

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Summary

JPMorgan said oil-market volatility tied to the Iran conflict drove a surge in trading on decentralized exchange Hyperliquid as traders sought round-the-clock access while CME markets were closed. In a Wednesday report, analysts led by Nikolaos Panigirtzoglou said Hyperliquid’s CL-USDC perpetual oil contract reached $1.7 billion in peak daily volume and around $300 million in open interest. The bank said the contract became Hyperliquid’s third-most traded product as non-crypto investors used perpetual futures to gain continuous oil exposure. JPMorgan added that demand for 24/7 trading, combined with onchain order books, sub-second finality, portfolio margining and self-custody, is helping DEXs take share from mid-tier centralized exchanges in crypto derivatives.

Terms & Concepts
  • Perpetual futures: Derivative contracts with no expiry date that can trade continuously, typically using funding rates to keep prices aligned with the underlying spot market.
  • DEXs: Decentralized exchanges are peer-to-peer trading platforms that use smart contracts and let users trade without a central intermediary holding their funds.
  • Open interest: The total value or number of outstanding derivative contracts that remain open, often used to gauge market participation and activity.