요즘 엄청 핫한 Lighter 세션은 인기가 많았습니다.
@ethconf 발표가 시작하자 '누가봐도 개발자' 분들이 많이 들어오시네요.
1⃣Lighter 가 뭔지 제가 먼저 설명 드리겠습니다.
- Hyperliquid 같은 성공한 OrderBook 기반 DEX 입니다.
- ms 단위의 처리 속도
- ZK-Rollup 기반의 L2 라서 ZK Proof 가 있습니다.
- Sequencer 가 선입선출(FIFO) 규칙에 맞춰 공정하게 처리했음으로 ZK 로 증명합니다. -> 그래서 Front-running 매매가 안됩니다. (최대 장점 !!!)
2⃣ 세션 내용
- 지연 시간이 200ms 미만
- 평균 6,000 TPS 이상을 유지 (시장 변동성이 큰 날에는 10,000~20,000 TPS)
- 최근 일일 최대 8억 1,100만 건의 트랜잭션을 ZK Proof로 작성
- 최근 3개월간 1,400억 달러의 거래량을 처리하며 750만 달러(약 100억 원)의 매출을 올리는 동안 Proof 비용은 단 10% 수준
이게 되네요. ZK 는 사실 (되긴 되나? 항상 의문이었는데... ms 단위로 처리 하다니)
중앙화 거래소(CEX)급의 사용자 경험을 주면서도, 자산 수탁 리스크와 불투명성을 ZK로 완벽히 해결하겠다는 의지가 돋보인 세션이었습니다. 디파이 인프라의 미래가 이더리움 위에서 어떻게 완성되어 가는지 보고 싶다면 Lighter(@Lighter_xyz) 팀을 주목해야겠습니다!
@andyyy ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 isn’t the beta to hype. It’s doing something different than hype. They are making it so tradfi plugs into lighter. It’s going to be the back end.
We had a strong week for Lighter infrastructure on Jun 1-7!
Some stats: highest number of orders processed over a 24 hour period (811M), maximum TPS of 20.7K, no latency spikes, with p99 latency at 165ms.
Proving costs under 100k, generated 1M in revenue (used for buybacks).
lighter is running $2m/month in token buybacks from protocol revenue, implying $2.4-4.8b in annual perp volume. they're pursuing CFTC DCM registration, same classification as CME. every major perp DEX either blocks US users or operates in gray zones. $0 in US derivatives volume flows onchain compliantly today. if lighter gets licensed, revenue multiples re-rate from 2-5x to 10-20x overnight because compliant US exchanges price completely differently than offshore protocols. if they don't, you're holding an illiquid governance token for a niche DEX. this is a 12-18 month binary regulatory event, not a trade. watch july and august buyback numbers to confirm revenue is structural
Lighter crossed $3B in trading volume today.
Till date, Lighter has generated around $1.66T in total trading volume. yeahh trillions.
And throughout that volume, the platform has generated around $54.55M in revenue, which shows just how much cheaper Lighter is compared to most other exchanges.
If you look at some of Lighter’s top traders, the numbers are honestly insane. Some have generated tens of billions in trading volume while paying little to no fees. One trader alone generated around $50B in volume while paying $0 in fees.
That’s it.
Lighter 🕯️
Lighter generated another $227K in revenue today.
And you know what’s interesting? This is already the second time this month that Lighter has set a new monthly revenue record. Yesterday it was around $209K, and today it climbed even higher to $227K.
I’ve said this before: when a product is genuinely strong, the difference between a bear market and a bull market becomes much smaller. Strong products keep growing regardless of market conditions.
And at the moment, $LIT is performing exactly like that.
I think next month we could be looking at even higher numbers from here because the team keeps shipping and improving the product every single day.
That’s it.
Lighter 🕯️