LIGHTER Q1 2026 UPDATE (VIDEO SNIPPET):
THERE ARE 3 MAIN PILLARS FOR 2026:
(1) ETHEREUM COMPOSABILITY
(2) US MARKET CFTC LICENSE
(3) TRADFI ON DEFI RAILS
(1) ETHEREUM COMPOSABILITY
- @vnovakovski WANTS TO CONNECT $52.44B OF TVL ON ETHEREUM TO LIGHTER.
- 3:00 VLAD "THE GOAL IS THAT ANY ASSET ON ETHEREUM CAN BE COLLATERAL ON LIGHTER"
- 3:36 VLAD "THIS IS THE BIGGEST PRIORITY FOR OUR ENGINEERING TEAM"
(2) US MARKET CFTC LICENSE
- 4:07 VLAD "THERE IS ALIGNMENT BETWEEN FOLKS IN THE SENATE, CONGRESS, WHITEHOUSE AND THE AGENCIES AND WE HAVE BEEN IN TOUCH WITH THEM"
- 5:40 VLAD "WE STARTED THE PROCESS OF GETTING A LICENSE FOR ONCHAIN DERIVATIVES TRADING"
- 6:11 VLAD "HOW DO WE THINK ABOUT SOMEONE LIKE A CITADEL TRADING ON LIGHTER? THEY WON'T TRADE SOMEWHERE WITHOUT A LICENSE"
(3) TRADFI ON DEFI RAILS
- 8:01 MARKET MAKERS NEED TO BE ABLE TO HEDGE POSITIONS SOMEWHERE
- 8:24 CURRENT STATE IS NOT VERY CAPITAL EFFICIENT
- 8:40 ENTIRE BALANCE SHEET CAN MOVE ON CHAIN
$EITHER: @EitherwayAI
A team from Google, Amazon, Nvidia, Accenture, and 1inch is building a competitor to the major AI coding tools. Full Web2 capabilities, Web3 built in: wallets, crypto payments, and a launchpad to tokenize your idea with real utility and revenue from day one.
Eitherway fixes what happens after the code exists.
What Eitherway actually does:
> Full-stack app generation from natural language. Frontend, backend, databases, auth. Production-ready in one shot.
> One-click deployment to web, mobile, browser extensions, and dApps. No infrastructure setup.
> Stripe payments and Supabase backends integrated automatically. Real revenue from day one.
> Web3 native: wallet connect, smart contract compilation, SPL token creation, etc. All built in.
How the launchpad works:
> The Launchpad lets you launch your app with its own token paired to $EITHER via Meteora's Dynamic Bonding Curve. Zero upfront liquidity needed.
> Your app token trades on the bonding curve until it hits threshold
> Auto-migration to Meteora DAMM v2 pool
> LP tokens lock permanently. You earn trading fees on every swap. Forever.
> Built-in utility from launch: gate features, accept token payments, enable staking for revenue share etc
We’ve seen many launchpads come focused on meme coins and projects with zero utility. Tokens launched on Eitherway have real utility backed in from day 1.
The $EITHER flywheel
Every app token pairs exclusively with $EITHER. To participate in any launch, you need $EITHER first. When apps graduate, $EITHER gets locked in LPs permanently. Those locked positions keep earning fees.
More apps launched = more $EITHER locked.
Pay for subscriptions and credits with $EITHER and get a discount. Portions of platform revenue flow to buybacks. 20% of platform fees get burned.
An actual sustainable flywheel where usage on the platform supports the token through locked $EITHER, burns, and buybacks.
I was skeptical if a crypto team could actually compete with Lovable, Bolt, v0, etc. As soon as I was introduced to @EitherwayAI I realized this was something different. Eitherway matches their code gen. Then handles deployment, payments, tokenization, and liquidity.
It’s vibe coding for people who want to build something with real utility, tokenize it, and make money + they got their own agent framework that they're working on. A key differential that no other competitors offer is their Web3 agent which handles fully end to end on chain execution on Solana and all other EVM compatible networks, Eitherway can one shot any web3 related apps from a simple prompt utilizing and simplifying premium Solana infrastructure for everyone.
Virtuals hit $3.3B enabling permissionless AI agent launches.@EitherwayAI applies the same model to actual applications. Games, tools, marketplaces, DeFi interfaces. Every vertical.
AI agents are one slice. Apps are everything.
Try it: https://t.co/cNRjke1zgN
Docs: https://t.co/U5HnjBFaKA
Last bear market, you had over three months to buy the pico bottom. I called the 2022 bottom perfectly and sold most my holdings in a good spot. (Grateful it worked out well.)
This time won’t be much different if you have patience.
You’ll have plenty of time to buy the bottom when we’re in a true bear market. Don’t stress it. Don’t overtrade and burn yourself.
Just chill and wait, there will be multiple signs when we’re in a true bottom.
Stabled up and waiting for that moment.
CZ said we’re almost guaranteed to lose money if you buy meme coins based on his tweets, but…
CZ tweeted “bnb, native coin, no CA” and a “native coin” meme coin on BNB is up +36,000%
is this an exception, or are degens trying to show @cz_binance the power of his tweets?
What do you guys think CZ is doing right now?
The world's richest man on a weekend and SUNDAY to be exact.
You don't think his associates have pinged his phone and said,
"Zhǎngwò, they're spreading misinformation and FUDing Aster on the timeline!"
Do you think CZ gives a SOLITARY FUCK?
Do you think he gets up from his harem of ABGs and stubs his toe in a rush to address CRYPTO TWITTER RETARDS?
Do you think he starts sweating and FRANTICALLY PANICKING trying to find his glasses?
He read all that bullshit and smirked to himself.
"Good. Let them do their worst."
Whilst a freshly recruited ASTER ABG peacock feathers him and feeds him seedless grapes.
"Oh my gawd zaddy, how are you so composed?"
Nigga says "FOUR" in a stoical tone.
You think some Llama looking ass nigga is going to intimidate him because he removed Aster from his website?
Tomorrow he's going to roll out of bed, crack his knuckles and RAPE every single DIPSHIT that tried to press him whilst he remained silent.
You pathetic bearcucks are on borrowed time.
~ Dr. Axius.
Aster is making $11.2 m in revenue
Just behind the tether which is making 22m
It's the 2nd largest by revenue in all of crypto and it's only at 3.8B mcap
Tokenomics of $ASTER are designed to produce in the years to come this type of revenue and higher than this
Incentivize people to trade on the platform
Besides perps, ASTER is much more, if you dig deeper you will understand its CHEAP here
Problem that occurs when you get plays like $ASTER is you now have people shilling you relentlessly with the narrative behind it being a "beta" play to ASTER or "better" than ASTER.
The likelihood of another play dropping 2 days later & running to multiple billions MC is rare.
>So first you have to price in that it’s a perp DEX affiliated with Binance
>Then you have to price in that a perp DEX that is directly shilled by CZ/Binance is trading 10x below Hyperliquid
>But wait, then you also have to price in that they give you the use of dark pools, which is what any trader worth their salt in size would kill to be able to use
>Oh but if you priced all that in you still need to price in the fact that the team(Binance) holds 95% of supply so that silly number with a B next to it as the “market cap” isn’t actually the true market cap
And all that should lead you to about $10B, or $5 by my estimation
gn