We’ve expanded our Airdrop Analytics to cover the top 10,000 accounts!
📊The data shows a fascinating shift in holder behavior: Total Airdrop Overview:
💰 Total Distributed: ~198.86M $LIT
📉 Total Dumped: 48.52M $LIT (24.4% of the total drop has been sold or moved).
🕯️Current Holder Breakdown: 60.66% Dumped All: Zero balance remaining.
🗓️10.15% Paper Hands: Sold >50% of their allocation.
💎22.67% Diamond Hands: Holding >50% of their initial drop.
💪🏻6.52% Chads: Actively accumulating and increasing positions.
🚀Key Insights:
🔹 Retention: The 100k - 1M tier leads with a massive 80.26% retention rate. Even the "smaller" 1k - 10k tier is showing strong conviction, holding steady with a ~50% retention rate..
🔹 Staking Power: A huge amount of $LIT is being locked up to secure the ecosystem:
🥇Tier 1 (>1M): 2.19M $LIT staked
🥈Tier 2 (100k-1M): 11.71M $LIT staked
🥉Tier 3 (10k-100k): 10.77M $LIT staked
🕯️ gLighter
Lighter FDV can go beyond 20B+
We know the perps DEX market share is growing fast. In 2025, monthly DEXs generated around $1.25 trillion in volume, which is roughly 2x–4x compared to the past few years, and perps DEXs generated around $5.5 trillion annually.
For Lighter to justify a high FDV, it needs to execute well on these factors:
> Revenue routing
- This is the main factor for any DEX. If Lighter routes 70–80% of its trading fees to buybacks, considering Lighter is already generating $400–500 million annually in trading fee revenue, a very large amount of $LIT buybacks becomes possible.
> Dynamic FDV-based buyback policy
- Tokenomics frameworks suggest that buybacks should be most aggressive when FDV is in lower bands, and the intensity should reduce as price/FDV moves higher.
-If Lighter’s FDV is below $2–5B, buybacks should go up to 80%
- For $5–10B FDV, around 70% buyback
-For $10–20B FDV, around 50% buyback (keeping some fees for growth and ecosystem grants)
> Burn model
Here, Lighter should learn from Hyperliquid. Hyperliquid initially did buybacks into the AF (similar to a soft burn), and later, through governance, officially burned tokens by permanently removing them from supply. This made the valuation clearer and strengthened the narrative.
For Lighter, Hyperliquid is a perfect example.
> So my suggestions for Lighter are:
- Phase 1: Buybacks to treasury/AF (can be used for future insurance, MM incentives).
- Phase 2: At a governance threshold, permanently burn a portion of the supply.
That’s it.
Lighter 🕯️
Signed up for @qzino_official Waitlist ✅
New crypto iGaming platform where every bet converts to Points for the drop. Also the highest cashback, profit-sharing, and AI features.
Early users get biggest advantages $500K Bug Bounty Pool. So here I am 👇 https://t.co/4jdT2koPAh
More and more convinced that Social-Fi is a completely useless product — grinding these projects is just a waste of time.
Sure, you could’ve guessed the right one and farmed hundreds of wallets. Would’ve been an x100 story. But overall, it's just not worth it.
Anyway, I'm off to bed. Hopefully the team has the ambition to pump it to a $1B FDV.
We’ll make money shorting it.
GN ❤️
.@townsapp Welcome to the Crypto Wild West
this is how a project looks when you don't fckng care about your users and only care about earning fees. maybe you made $40m from fees, but you did it with pure bait and only because funds like coinbase, a16z, and others backed you.
2% on airdrop, but previously you said 15%
sometimes i wonder how such big funds invest and give people like this that kind of money. i've been watching your project for half a year, and honestly, it's a circus. it's clear you're operating somewhere in the wild west. it can't get any worse.
you took care of your own people, gave them a good share. and those who actually used your platform? pennies, btw, you allocated 15% for the drop, why does the contract checker show only 3% distributed?
there are 300 million tokens in total, so where did the other 700 million go? https://t.co/JTT5Br6KPH…
and there's 2% on airdrop, and 1% to stakers, crazy stuff
how does your distribution even work? i heard whispers that you just gave tokens to your own team and close people, so-called “core users” ambassadors, etc. people with 500k points got 150-200k tokens, while “nobody users” got 4k tokens. that’s how your distribution works, right, @coinbilly?
i started to notice how weird you guys move with your points system, you promised to end farming, but then suddenly info leaked about a new coinbase raise, info from your own investor pitch deck update, saying token launch in a couple weeks.
people started to check your project and farm for a potential drop, and you silently extended farming for a few more months, calling all that info fake.
that’s just cheap.
and you rigged it so that even people with 500k+ points got nothing, literally 4k tokens.
didn’t you “clean up” sybils for 4 months? how come an account with 40k points got 4k tokens, same as someone with 500k?
also, what’s wrong with the eligibility page? looks like it was made in 10 minutes, zero attention to detail, poor UX, just like the rest of the drop
you care only about yourselves and your freaking money, but you should know you’re playing a dirty game, and it won’t go unnoticed
coinbilly, idk why you’re calling your team mega super top tier, but just so you know, your posts and growth strategy are cringe, hope crypto will clean itself from teams like yours
as a project, you won’t survive, no one will need your platform once your token goes live.
They even updated the tokenomics to show 15% for the airdrop, which means they calculated 5 times less than they should have. Do you really think your community is stupid?