Supreme cripto

📈 Inversor cripto | 🪂 Airdrops | 🚀 Estrategias defi detalladas | 🪙 Mejores rendimientos con stablecoins

[Supreme cripto @supremecripto]

WHY VARIATIONAL MAY BE SOMETHING TRULY SPECIAL

[Supreme cripto @supremecripto]

La gente subestima varias órdenes de magnitud lo que significa para Lighter (575M Market Cap) acceder a la enorme capa de distribución de Robinhood.

Y para Robinhood lo que significa convertirse en una infraestructura financiera global, 24/7 y programable

[Supreme cripto @supremecripto]

Imagina estar bullish en una acción con poca liquidez, querer abrir un long X3 para holdear meses, y que cuando vayas a abrir la operación ves que te cobran 95% de interés anual por estar en largo.

Por eso creo que SWAPS de Variational con un interés fijo bajo es un game changer

[Supreme cripto @supremecripto]

Un problema que encuentro actualmente, es que si quieres mantener un long apalancado durante mucho tiempo en un stock, la volatilidad de los funding rates no te deja tranquilo, aparte de que seguramente se te acabe llevando una parte del beneficio conseguido.

Esto lo arregla...

[fiskantes ⭐️🩸 @Fiskantes]

They don't want you to know this but

In most jurisdictions it's perfectly legal to hold both LIT and HYPE

[Supreme cripto @supremecripto]

Un problema que encuentro actualmente, es que si quieres mantener un long apalancado durante mucho tiempo en un stock, la volatilidad de los funding rates no te deja tranquilo, aparte de que seguramente se te acabe llevando una parte del beneficio conseguido.

Esto lo arregla...

[Variational @variational_io]

https://t.co/ARNqcb2wKM

[David Hoffman @TrustlessState]

Everything I know about @Lighter_xyz Strategy (so far)

The launch of Robinhood Chain has revealed enough details about Lighters growth strategy that a picture is starting to form.

"...enabling users to trade perpetuals and tokenized stocks on a new Lighter instance built for Robinhood Chain, using USDG as its quote asset.

This is the first step toward Lighter Domains: independent Lighter instances with separate execution, sequencing, blockspace, and liquidity. That separation is intentional, allowing markets to serve different ecosystems, partners, and regulatory requirements."

https://t.co/KIUwKmKm95

Domains are architecture for regulatory compliance. The intentional separation (per-partner liquidity, sequencing, blockspace) is what a regulated distributors need - walled instances it controls, on its own ledgers, in its own quote asset, without commingling with offshore perp flow.

"Long term, Lighter Domains are designed to preserve this separation where it matters while enabling future connectivity through proof aggregation and verified messaging."

Lighter core is a zk rollup, so separated Lighter instances can later be re-unified for liquidity via proof aggregation. The magic of ✨zk cryptograpgy✨ and represents an architectural edge that
- no other perp has
- perfectly positions Lighter to be the backend perp service provider for the compliant US marketplace

Lighter's business model becomes B2B2C: Lighter becomes the perps/matching engine behind other people's distribution. In the same way Coinbase wants to be the backend crypto exchange for trad brokerages too slow to innovate, Lighter wants to do the same for perpetuals. Robinhood is partner #1, and a huge vote of confidence for Lighter tech and brand.

Listening to Vlad on the Lighter Q2 investor call, they alluded to further undisclosed partnerships in the works after Robinhood.

The regulatory bet: US perps clarity from the CFTC is coming; Johann essentially confirmed Robinhood wants perps in the main app when it does. If Lighter holds the licenses it seeks, and is already the incumbent engine inside Robinhood's stack, it's positioned to be the back end when the main app, switches on. It’s worth noting Robinhood is a part of the DTCC Tokenized Stocks working group and the pilot includes Russell 1000, ETFs and treasuries eligible to be tokenized.

Perp + tokenized stocks combo completes the picture: A perp is a synthetic instrument. A perp ontop of a real underlying spot market of a tokenized asset is a massive evolution for what a perp exchange can do.

With tokenized stocks live on Lighter, you get the first fully internal spot/perp basis trade for equities - both legs, one quote asset, one margin account. Cross-margining spot against perp natively produces max capital efficiency, and from there the design space opens up: strategies, assets, and ratios recombine into instruments that don't exist yet.

A 1+1=3 moment for tokenization and perps.

Vlad on the Q2 investors call said we can expect tokenized stocks to be inside the main Lighter core instance as early as this week (I suspect he's referring to Robinhood Stock Tokens, which are already spreading across the Ethereum ecosystem) - so hopefully this future is here sooner rather than later.

Good speed on that ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2

$650m market cap btw

[Supreme cripto @supremecripto]

Precio compra $LIT : 1,50$
Precio compra polymarket: 54$

Precio venta $LIT : 2,12$
Precio venta polymarket: 63$

Rentabilidad final: +29%
Rentabilidad anual: +70%

[Supreme cripto @supremecripto]

Bueno pues al final resultó mejor de lo esperado incluso. Esta estrategia no era necesaria cerrarla el 31-12, sino que a lo largo del año podría esperar a que se me abriera una ventana de oportunidad y es lo que ha sucedido.

La operación ha quedado de la siguiente manera:

[Supreme cripto @supremecripto]

LA MEJOR ESTRATEGIA DEFI DE LA HISTORIA

[Supreme cripto @supremecripto]

+80% ✅

[Supreme cripto @supremecripto]

+70% ✅

[El33 @_El33_]

I have listened to The Rollup interview, the Robinhood event yesterday and the Lighter investor call today.

After digesting them allI and reading all the takes on the timeline, I think the most important insight is the following:

[Supreme cripto @supremecripto]

+70% ✅

[Supreme cripto @supremecripto]

+60%✅

[Supreme cripto @supremecripto]

Higher

[DEGEN NEWS @DegenerateNews]

NEW: @Lighter_xyz CEO @vnovakovski says "customers that have collateral on Robinhood Chain will directly use that as collateral for trading perpetual pairs on Lighter, and I think that's really key"

"As we expand the work we do with Robinhood going forward, there are ways to do that that will accrue value not only to the Lighter protocol, but also to the Robinhood Chain that's synergistic with other things they're building outside of perps and spot trading"

[Bitduke @bitcoinduke]

personally, after Lighter’s Q2 call, it feels like Lighter is entering its next big phase now. the team is actually implementing what they talked about before, shipping it piece by piece

so, some notes

Q2 numbers were strong again, $131B volume, $7.2M revenue, ~$740M avg OI, 142M trades, and 30% 28d retention (which is honestly pretty good)

then the tech side, still the strongest part of Lighter. they’re constantly improving the platform, scaling the prover network (zk proving stack is probably become one of the largest high-throughput proving systems in the world), and pushing serious throughput (talking hundreds of millions of orders per day, lower latency, better execution)

Robinhood is the other huge piece here. obviously, this is not just a logo partnership, it’s distribution + revshare + tradfi / defi convergence. Lighter gets access through Robinhood Wallet for non-US users first, with more possible later if the US regulatory path for perp DEXes gets clearer. the team is clearly going after both crypto-native and non-crypto-native distribution, so if you’re thinking about integrating serious decentralized trading rails, this is probably the door to watch

regulation is another big thing here. they’re deep in the CFTC process for decentralized perps. for example, Kalshi already has a regulated venue, but that’s a cex. Lighter is trying to bring a similar path to decentralized perps

on tokenomics, worth repeating the new buybacks-to-burns strategy. buybacks now turn into supply reduction, treasury is being managed more carefully, and the goal is to increase long-term ecosystem value

what’s next for Q3? more collateral, tokenized assets, Lighter EVM, more Lighter Domains for partner-specific execution environments, and a big options push. the tokenized asset angle is especially important here because the goal is to let equities, gold, BTC, LLP and other assets sit inside one margin system and be used across perps, options and yield

overall, this is how I see where Lighter is heading. one place where you can trade perps, use tokenized assets as collateral, eventually trade options, earn yield, and still have zk verification + Ethereum settlement underneath, i.e basically, a full-stack onchain financial platform

[Supreme cripto @supremecripto]

+60%✅

[Supreme cripto @supremecripto]

+50% ✅

[Supreme cripto @supremecripto]

Imposible no leer esto y que no te entre una sensación muy fuerte de que estamos ante algo muy especial...

[Krieger @TradFiHater]

https://t.co/DGSCPebKbh

[Supreme cripto @supremecripto]

$LIT subiendo 20% en 1 día porque en un podcast famoso hablan de su moat regulatorio. Algo que se sabe desde siempre... Los que estamos metidos en esto jugamos con más ventaja de lo que pensamos

[David Hoffman @TrustlessState]

This episode made me pretty bullish $LIT

The regulated US perps market is a $+100b market, and Lighter is pursing the regulatory licenses required to access it

The $LIT token is issued out of a Delaware C-Corp

Everything about @Lighter_xyz is a green flag for US regulators

Episode out for Premium Subscribers!

[Supreme cripto @supremecripto]

+50% ✅

[Supreme cripto @supremecripto]

Hablando en cristiano:

Long $HYPE $LIT
Short $XRP $ADA $DOT $AVAX $SUI $APT $ALGO $POL y demás basura de L1's y L2's que no usa nadie.

En 1 año me lo agradecéis.

[Supreme cripto @supremecripto]

+50% ✅
Aun así Ethereum (un activo que apenas captura ningún valor) aún tiene una capitalización de 231B, frente a 70B de Hyperliquid (future house of all finance)

[Supreme cripto @supremecripto]

En mi opinión esto refuerza mi teoría de que el futuro de cripto pasa por la tokenización de RWAs y los perp dexes.
Long $HYPE Short $ETH

[Supreme cripto @supremecripto]

Actualización:
Los LTH siguen manteniendo de momento, pero el mNAV de Strategy cayendo y STRC en 95$, por lo que no más compras de Saylor por ahora y su ponzi bajo presión

[Supreme cripto @supremecripto]

2 meses después los $BTC en manos de Long Term Holders se encuentran cerca de máximos, superando los 16 millones.

Si Strategy mantiene el ritmo de compras que ha estado llevando en los últimos meses, un shock de la oferta y su consecuente subida de precio explosiva es inminente

[Professor Satoshi.🕯️ @satoshiheist]

CT largely missed this. See the pinned tweet in my bio?

Look at the people in the picture. See anyone familiar?

CFTC Chair Mike Selig is one of those people.

The same Mike Selig who just posted that “America is now the Crypto Capital of the World. Bitcoin, Crypto Perpetuals, and INNOVATION are coming to America.”

Notice the embrace of perpetuals in particular.

Bullish for @Lighter_xyz since they are getting a CFTC license for decentralized perps.

A CFTC license for decentralized perps… combined with backing by the White House. Built on the lowest fee and lowest latency DEX in the space.

This is what regulatory moat looks like before the market prices it in.

$LIT hasn’t moved on this yet.

It will.

gLighter
gFuego 🕯️

[Supreme cripto @supremecripto]

@0xBaseee
@x256xx
@muarmemuar
@CallumOnCrypto
@Darsey44
@JustinCBram
@TomCryptoDefi
@onchainmonk
@DefiIgnas
@ruggedpikachu
@hosseeb
@variational_lvs
@mr_plumpkin

[Supreme cripto @supremecripto]

WHY VARIATIONAL MAY BE SOMETHING TRULY SPECIAL

[Supreme cripto @supremecripto]

https://t.co/7LwD5tpXWu