mat072🔺GHC

GreenHornsCapital Co-founder. Blockchain and Crypto enthusiast since 2013, Avalanche Validator since Denali. “Lighter “ trader.

[Lighter @Lighter_xyz]

We just wrapped up the end-of-Q2 investor call with our founder CEO @vnovakovski and will be posting the video.

In the meantime, check out an exclusive interview with @therollupco on our Robinhood launch and future plans!

https://t.co/bfzw4kvcVu

[Rambo @rambo_xbt]

To put the ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 thesis in perspective.

$HYPE has ~250k active traders & 6B TVL.

Robinhood has ~28m active users & 377B in customer assets.

Lighter is playing a different game.

Robinhood is the first of many centralized platforms to plug into @Lighter_xyz. Think brokerages, banks etc.

Lighter is also a frontrunner to become the first CFTC-regulated perp DEX in the US.

[Professor Satoshi.🕯️ @satoshiheist]

Robinhood just did a live demonstration of @Lighter_xyz and how it would work for traders on the native RH app.

$SPCX was used in the demo.

This is only the beginning.

The best expression of tradfi x crypto is $LIT

There is NO other way to express this view.

[Lighter @Lighter_xyz]

https://t.co/kXWh2glZuj

[Vladimir Novakovski @vnovakovski]

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).

[ajey.lit (Perp Dex arc) @ajey_eth]

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 🕯️

[David Hoffman @TrustlessState]

After selling $ETH, I immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE

I left the rest as capital to DCA into something not already up multiples (other than NEAR, which was ~1.40 at the time.

I've finished buying $LIT with that remaining 50%

[CoinMamba @coinmamba]

Hyperliquid is the market leader no doubt and if you’re bullish on it, you should be bullish 10x on Lighter. So much upside potential..

[Blackbird Capital @black_bird_LLC]

#Lighter ( $LIT ) Teknik Analiz ve Temel Analiz Çalışması 🚀

Son günlerde dikkatimi çeken projelerden biri de $LIT ( #Lighter ) oldu. Açıkçası projeyi biraz araştırınca neden bu kadar konuşulduğunu daha iyi anladım.

#Lighter, merkezi borsalardaki işlem deneyimini merkeziyetsiz dünyaya taşımaya çalışan bir Perpetual Futures DEX'i. K��sacası Hyperliquid'e rakip olmaya çalışan projelerden biri. Ancak bunu klasik #DEX mantığıyla değil, yüksek performanslı emir defteri (Order Book) sistemi ve ZK-Rollup teknolojisiyle yapıyor.

ZK-Rollup teknolojisi sayesinde işlemler Ethereum'un güvenliğinden faydalanırken çok daha hızlı ve düşük maliyetli şekilde gerçekleştirilebiliyor. Özellikle yüksek işlem hacmine sahip uygulamalar için ölçeklenebilirlik tarafında önemli avantajlar sunuyor.

İşin dikkat çeken taraflarından biri de teknik ekip. #Ethereum kurucusu Vitalik Buterin'in çeşitli yayınlarında ve etkinliklerinde Lighter ekibinden bahsedilmiş olması projeye teknik çevrelerde ciddi bir itibar kazandırdı. Hatta geçtiğimiz dönemde Vitalik Buterin, Consensys kurucusu Joseph Lubin ve Lighter kurucusu Vlad Novakovski birlikte Ethereum ölçeklenmesi ve ZK-Rollup'lar üzerine bir oturum gerçekleştirdi.

Kaynak:
https://t.co/Mwb3hFcfJO

Token tarafına baktığımızda ise:

• Maksimum Arz: 1 Milyar LIT
• Toplam Arz: 1 Milyar LIT
• Dolaşımdaki Arz: 250 Milyon LIT
• Piyasa Değeri: ~402 Milyon Dolar
• FDV (Tam Seyreltilmiş Değerleme): ~1.61 Milyar Dolar
• TVL (Toplam Kilitli Değer): ~512 Milyon Dolar
• Günlük İşlem Hacmi: ~124 Milyon Dolar

Bu verilere göre dolaşımda arzın yalnızca %25'i bulunuyor. Yani teknik olarak güçlü bir proje olsa da ilerleyen dönemlerde açılacak tokenların yaratabileceği olası satış baskısını göz ardı etmemek gerekiyor.

Teknik tarafta takip ettiğim en önemli destek bölgesi ise 1W MA200 seviyesi olan 1.24$ bölgesi. Olası geri çekilmelerde şahsen ilk dikkat edeceğim seviyelerden biri burası olacaktır.

Özetle; Hyperliquid kadar büyük bir ekosisteme sahip değil ancak hem teknik altyapısı hem de Ethereum ekosistemindeki görünürlüğü sayesinde dikkat çekmeyi başarmış durumda. Riski yüksek olsa da takip edilmeyi hak eden projelerden biri olduğunu düşünüyorum.

⚠️ Bu çalışma tamamen teknik analiz varsayımlarına dayanmaktadır ve yatırım tavsiyesi değildir.

Özellikle #Bitcoin 'de yaşanabilecek sert düşüşler tüm teknik yapıyı geçersiz kılabilir. Bu nedenle risk yönetimini ihmal etmeyiniz, stop-loss kullanmadan pozisyon açmayınız ve tek seferde işlem yapmak yerine #DCA (kademeli alım) yöntemiyle pozisyon oluşturmayı değerlendirebilirsiniz.

Bu analiz kısa vadeli futures işlemleri için değil, spot piyasada işlem yapan orta ve uzun vadeli yatırımcılar için hazırlanmıştır.

Bol kazançlar. 🤝

#Lighter #LIT #Ethereum #ETH #ZKRollup #Layer2 #DeFi #Altcoins #Hyperliquid #HYPE #Crypto

[Vladimir Novakovski @vnovakovski]

Great read from Vitalik on options as a way to reduce dependence on oracle risk for RWAs.

We are working on options at Lighter and already support some components of this: ETH as collateral and markets of real prices, specifically H100 compute index.

https://t.co/5LQzmePs46

[mat072🔺GHC @CryptoMat0007]

@Cypher_HQ_ Great project, will we able to deposıt eurc to our cards in the near future

[ajey.lit (Perp Dex arc) @ajey_eth]

Total $75B volume has happened on the $LIT token.

In recent days, every CT person is calling $LIT an underrated token. Even .HL maxis think Lighter is still very underrated. And I am seeing Lighter discussions daily, and this is natural because Lighter is doing an insane job this time.

They are building and doing partnerships silently. A few days ago, they partnered with Circle, in which they received approximately 1B of USDC, and now Lighter will also get a huge amount of yield from Circle.

And Lighter is currently fully focused on its products, and they are focusing more on RWAs and equity tokens ,in simple words, they are focusing more on the Robinhood model.

So yeah, this is the best time to accumulate $LIT because the total volume on LIT has recently been increasing.

That’s it.
Lighter

[mat072🔺GHC @CryptoMat0007]

@Cypher_HQ_ Can we also deposit eurc and spend it with cypher card. Thanks in advance.

[Supertramp @StayRoamer]

100M $LIT are now staked on @lighter_xyz, roughly 40% of the circulating supply

[ajey.lit (Perp Dex arc) @ajey_eth]

Lighter has already done a buyback of 182K+ $LIT.

And Lighter’s treasury account already holds around $1.6 million usdc in perps, out of which we can expect another 60–70% to be used for buybacks, and this is also necessary for the future of $LIT.

Imo Lighter should learn from Hyperliquid in this matter, how they have already bought back around $22M worth of $HYPE till now and have spent roughly $645 million.

Whatever fees Hyperliquid generates, they first move them to the AF treasury, then use that to buy spot and burn it at the right time. This is one of the best strategies, and Lighter should adopt it too, because it gives more confidence to $LIT holders and makes them believe that Lighter can reach a 20–30B+ FDV in the future, which encourages more buying and holding.

atm Lighter should keep more fees in the treasury and do buybacks as aggressively as possible.

After Lighter’s TGE, we did see a small drop in some metrics, and this is normal because the same thing happened with Hyperliquid as well. To win in the long term, community trust is very important, and Vlad proved this at TGE by giving a good drop to the community.

That’s it.
Lighter 🕯️

[Coin Bureau @coinbureau]

🚨AVAX SURGED 11% AFTER GRAYSCALE'S ETF UPDATE

Avalanche jumped 11% after Grayscale updated its S-1 to convert the Avalanche Trust into a spot AVAX ETF.

Volume surged 140% to $546 MILLION.

[tervelix @tervelix]

I love Jeff and respect what he has built with HL!

Also i love how he built it, with privilege. But let's be real. If sector believes Jeff's way is the correct way we won't have any builders.

What he sayas sounds heroic, but let's be real about the "Privilege" required to take this stance.

- No Deals: It is easy to say "No Market Maker Deals" when the founder owns a HFT firm (Chameleon). You didn't need a deal because you were the liquidity. Not everyone, every start-up has this privilege. Internet capital markets needs capital to create a healthy market, there is nothing wrong about it, don't show it it's like a bad thing.

- No Private Investors: this is great, but it means Self-Funded by wealthy founders. Is it more fair that only rich founders can build protocols? Or is it okay for builders to take funding/partnerships to compete with giants like you? Let's leave every protocol to build by binance then, if there is no capital raise who are gonna push the limits?

- Hyperliquid replaced Private Deals with having all stack by the founder, the chain, and the primary MM all connected. This is not the same as Neutrality. It just means the deal was internal, not external.

- For the HLP, let’s be real, the launch was not purely "community." HLP allowed insider whales (and likely internal capital) to farm the majority of the rewards. It was permissionless, yes, but it rewarded capital, not just contribution.

It's easy to say "no" when you don't need it but this doesn't make its' the best way to do it.

If you normalize this you won't find any builders in few years. There are bunch of important things to improve and discuss. This is just salty attack to ur potential competitor. Very CZ vibes.

It's good to have a competitor pushes your limits. Just accept they are good, solid and move with your way. You have the advantege, use it.

[AVAT @avat_co]

Securitize has received regulatory approval to operate as an Investment Firm and a Trading & Settlement System (TSS) in the European Union using the @avax blockchain.

This is a strong validation of Avalanche as a preferred network for issuing, trading, and settling regulated financial assets. As tokenized markets scale into the trillions, Avalanche is emerging as a foundational layer for global capital markets.

[Avalanche🔺 @avax]

The institutions are here.

Thailand’s second-largest bank, KBank, is integrating @StraitsX to run cross-border payments between Thailand and Singapore. This builds on Alipay+’s live use case for 1.6B+ tourists to pay at any GrabPay merchant in Singapore.

Powered by Avalanche:

[arielle @__arielle__]

People keep asking “what are @avax's real use cases?”
Here you go ⬇️

Tokenization: Dinari, Frontier stable token, KRW1, Inversion, Apollo, BlackRock, Franklin Templeton, KKR, Diamond Standard, Republic Note, Wine Capital, Homium, Intain, Citi, Watr, Littio, ParaFi, Balcony, Misyon Bank, Lemonade, Re.

Payments: StraitsX, Fonbnk, Visa card, Nonco.

Enterprise: CA DMV, Deloitte, Chainlink/Balcony, Bergen County, Kinexys/JPM, Blockticity.

Consumer: OTG, Maplestory, Zero One, Uptop, Youmio, film, SI Tickets, Tixbase, SK Planet, FIFA, Bowmore/Suntory, Fanhub.

Real. Live. Today. 🔺