I’ve been looking into LIT (Lighter) recently and I’m curious what everyone thinks about it at its current stage.
Lighter seems to have a lot going for it, strong perp DEX volume, the Robinhood Chain integration, ongoing development, and the buyback/burn mechanism.
But I’m also wondering about the other side:
How concerned are you about the upcoming token unlocks?
Do you think Lighter can realistically compete with Hyperliquid long term?
How important do you think the Robinhood integration will be?
Are current volumes/revenue sustainable, or heavily incentive-driven?
Do the buybacks meaningfully offset future supply?
At the current valuation, do you think LIT is undervalued, fairly valued, or overpriced?
What would need to happen over the next 1–2 years for LIT to become a major crypto asset?
I’m currently bullish/interested, but I’d genuinely like to hear the bear case as well.
What are everyone’s biggest reasons for being bullish or bearish on LIT right now?
Lighter seems to have a lot going for it, strong perp DEX volume, the Robinhood Chain integration, ongoing development, and the buyback/burn mechanism.
But I’m also wondering about the other side:
How concerned are you about the upcoming token unlocks?
Do you think Lighter can realistically compete with Hyperliquid long term?
How important do you think the Robinhood integration will be?
Are current volumes/revenue sustainable, or heavily incentive-driven?
Do the buybacks meaningfully offset future supply?
At the current valuation, do you think LIT is undervalued, fairly valued, or overpriced?
What would need to happen over the next 1–2 years for LIT to become a major crypto asset?
I’m currently bullish/interested, but I’d genuinely like to hear the bear case as well.
What are everyone’s biggest reasons for being bullish or bearish on LIT right now?