New Enterprise Research: A Valuation of @Lighter_xyz
@degenerate_defi models the bull, base, and bear case for $LIT https://t.co/aipQsyW1Gq
Recompensa
Lighter Dados de preços ao vivo
O preço atual de Lighter é $ 1.58 (LIT/USD). Com um Market Cap de $ 395.40M USD, Volume de Trading em 24 horas de $ 915.03K USD, Uma Variação de Preço em 24 horas de +3.93%, E um Fornecimento Circulante de 250.00M LIT.
Lighter LIT Histórico de Preços USD
Acompanhe o preço de Lighter hoje e nos últimos 7, 30 e 90 dias
Período
Mudar
Alterar (%)
Hoje
0
3.67%
7Dias
--
--
30Dias
--
--
90Dias
0
11.03%
Adquira LIT agora
Compre e venda LIT de forma fácil e segura na BitMart.
Lighter Informações de mercado
$ 1.43 Intervalo de 24h $ 1.59
Máximo histórico
$ 3.26
Mínimo histórico
$ 1.36
Alteração 24h
3.93%
24h Vol
$ 915,026.03
Fornecimento circulante
250.00M
LIT
Capitalização de mercado
$ 395.40M
Fornecimento máximo
1.00B
LIT
Capitalização de mercado totalmente diluída
$ 1.58B
Ganhar
Coloque suas criptomoedas ociosas para trabalhar e ganhe renda passiva com poupança, staking e muito mais.
Lighter X Insight
Messari
Media
Researcher
D
464.8K @MessariCrypto Altista
The Messari report notes that LIT is undervalued by 33%, and under favorable conditions its FDV could reach $26 billion.
Stablecoin Intern
FA_Analyst
OnChain_Analyst
S
6.5K @Degenerate_DeFi 1/ A Valuation of Lighter (LIT)
Key insights from my latest Messari report
Under our base case, $LIT currently trades at a 33% discount, but with favorable tailwinds, it could rerate to a $26 billion FDV.
Let’s break it down 🧵
0
3
458
1 hora atrás
Tendência de LIT após o lançamento
Sem dados
Altista
The Messari report notes that LIT is undervalued by 33%, and under favorable conditions its FDV could reach $26 billion.
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price Neutro
Lighter data performed poorly, Hyperliquid users and fees far exceed Lighter, overall market down.
Some takeaways from the new blockworks Lighter dashboard:
1) Hyperliquid has 3.3x the DAUs of Lighter https://t.co/eFTD3U2if5
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price 2) Revenue (which in both cases goes straight into buybacks) is roughly proportional to volatility in both cases
@Lighter_xyz fees were ~10% of @HyperliquidX this month
$LIT has ~5% the marketcap of $HYPE https://t.co/RTDAAIdqvR
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price 3) Open Interest is down about 25%
For reference: BTC is down 23% over this time period, and total crypto marketcap is down even more.
This means all else equal, when price goes down, open interest goes down, even if no one changes their positioning https://t.co/onI5htpezN
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price 4) there were an absolutely absurd number of airdrop farmers. The biggest spike is TGE date https://t.co/6iRrP5FEGX
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price 5) large USDC outflows occured after the airdrop as LIT airdrop recipients sold. This appears to be slowing down in the last week, despite very bad market conditions https://t.co/FBZtiTqAFZ
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price 6) The Lighter spot market is pretty much irrelevant so far, other than the native asset https://t.co/bkf2JOrkJI
Will Price
DeFi_Expert
Derivatives_Expert
A
13.6K @will__price .@Blockworks_ data from https://t.co/Gt9ASZFr7h
@tokenterminal data from https://t.co/pCBONijVfG
34
2
1.6K
2 Horas atrás
Tendência de LIT após o lançamento
Sem dados
Neutro
Lighter data performed poorly, Hyperliquid users and fees far exceed Lighter, overall market down.
Yaki
OnChain_Analyst
FA_Analyst
A
6.5K @Yaki_fomoArt Altista
LIT is undervalued and has strong buybacks, while HYPE is growing rapidly with unpriced new features.
$LIT already trading below its Series B valuation but numbers still solid after airdrop farming:
> $4B+ daily volume ($1B+ OI), top 4 overall
> ~$70M annualized revenue
> bought back ~1.217% of $LIT cir supply in a month after TGE (110.3% of revenue)
they’re even running a higher relative buyback yield on FDV at 4.26% vs 2.43% for $HYPE.
can argue it’s undervalued with $LIT P/E at 23.5x while $HYPE at 41.1x.
as traders keep using Lighter alongside Hyperliquid as another main venue, volume either goes higher or at least stays flat, revenue stays consistent, and $LIT supply keeps being reduced.
lighterliquid.
Yaki
OnChain_Analyst
FA_Analyst
A
6.5K @Yaki_fomoArt HIP-3 is the clean precedent here:
> ~$32.5B+ in HIP-3 markets volume (~$3.7T cumulative volume)
> $1B in OI and $4.8B in 24-hour volume ATH
now HIP-4 adds outcome trading. prediction markets, bounded options, non-linear stuff.
look at the comps:
> Polymarket ~$27B cumulative volume, ~$9B valuation
> Kalshi ~$35.8B cumulative volume, ~$11B valuation
HIP-4 basically lets Hyperliquid eat their pie, but with better infra, deeper liquidity, portfolio margin, and a userbase that already lives on the venue.
ppl already trading perps there. hedging event risk or expressing views via outcomes feels like a natural extension.
wouldn’t shock me if Polymarket / Kalshi end up routing flow and being MM on Hyperliquid outcomes instead of trying to fight the liquidity head-on.
$HYPE is trading at ~$7.8B mcap.
HIP-4 is not priced in yet.
40
25
4.6K
5 Horas atrás
Tendência de LIT após o lançamento
Sem dados
Altista
LIT is undervalued and has strong buybacks, while HYPE is growing rapidly with unpriced new features.
Previsão de preço
Quando é um bom momento para comprar LIT? Devo comprar ou vender LIT agora?
Ao decidir se é um bom momento para comprar ou vender Lighter (LIT), é importante primeiro se alinhar à sua própria estratégia de trading e perfil de risco. Investidores de longo prazo e traders de curto prazo geralmente interpretam as condições de mercado de forma diferente, então sua decisão deve refletir a sua abordagem pessoal. De acordo com a análise técnica de 4 horas mais recente de LIT, o sinal de trading atual é Hold.
Previsão do Beacon
Previsão Probabilística de Preço (Próximas 24 horas)crypto.loading
Sobre Lighter
Lighter (LIT) is a cryptocurrency and operates on the Ethereum platform. Lighter has a current supply of 1,000,000,000 with 250,000,000 in circulation. The last known price of Lighter is 1.59750428 USD and is up 0.12 over the last 24 hours. It is currently trading on 124 active market(s) with $54,863,873.59 traded over the last 24 hours. More information can be found at https://lighter.xyz/.
Leia mais
Explore Mais
BM Discovery
Nova Listagem
WARD Warden Protocol
0 0.00%
ONE Harmony
0 0.00%
IRENON IREN Ondo Tokenized
0 0.00%
AALON American Airlines Group Ondo Tokenized
0 0.00%
MRKON Merck Ondo Tokenized
0 0.00%
BORT BORT
0 0.00%
XOMON Exxon Mobil Ondo Tokenized
0 0.00%
AMATON Applied Materials Ondo Tokenized
0 0.00%
CLAWSTR Clawstr
0 0.00%
ANYONE ANYONE Protocol
0 0.00%
