lemontea
444 posts

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@hansolar21 Thats why i’ve been on super long vacation, this PA during war is not easy at all
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“Verified wallets gain access to certain products and counterparties, while unverified wallets can still participate in the same order book under different conditions. Meanwhile, institutions such as Citadel retain the ability to independently choose their preferred trading counterparts.”
Bullish on @Lighter_xyz
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lemontea retweetet

Start trading $LIT in Wallet in Telegram 🕯
@Lighter_xyz, the protocol powering perpetuals in @wallet_tg, is one of the top onchain trading venues in Web3, with $1B+ in daily volume.
Now, $LIT is available to trade, giving millions of Telegram users access to the utility token behind Wallet’s perpetuals rails.

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lemontea retweetet

We’re excited to share the recording of our Q1 Investor Update call.
Thank you to everyone who joined — we’re building Lighter with you, and for you. On to Q2! 🕯️
Lighter@Lighter_xyz
We are doing our End of Q1 Investor Call tomorrow at 1PM ET. It will be an update from our founder @vnovakovski and a Q&A session. The recording will be posted afterwards. If you'd like to join the Q&A in realtime, please DM us here!
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lemontea retweetet
lemontea retweetet

Lighter has been busy since TGE 👀
New features, milestones and everything that shipped since launch
Full breakdown in the video 👇🏻
@Lighter_xyz
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Glighter 🕯️
Took my first spot profits today and will keep taking more over the next few days.
I’ve been charting HYPE with technical analysis since $22 and traded parts of the moves along the way with my groups.
Sticking to my rule of taking profits — can’t complain about an (almost) 2x with size.
Locking some in and letting the rest ride.


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lemontea retweetet

The valuation gap between onchain perps and TradFi has reached a tipping point.
Forward P/E multiples:
Fintech Median: 32.4x
Legacy Median: 24.3x
$HYPE: 16.7x
$LIT: 2.5x
It’s clear that structural repricing will come for $HYPE and especially $LIT
Beautiful piece by @defi_monk & @RyanWatkins_

MONK@defi_monk
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lemontea retweetet

Well damn!
Looks like @vnovakovski got added to the Innovation Advisory Committee.
The list includes names like Brian Armstrong, Vlad Tenev, Shayne Coplan, Adena Friedman and Jeff Sprecher
A seat at the table.
Glighter.
cftc.gov/About/Advisory…

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lemontea retweetet
lemontea retweetet
lemontea retweetet

An (un)biased opinion about the $LIT price action
@Lighter_xyz delivered the best airdrop of 2025, no doubt, but it was also marked by some shady things.
When $HYPE dropped in late 2024, Bitcoin hadn’t reached 100k yet and crypto sentiment was at its peak. Back then, nobody cared about shady moves or clusters because the market was going up mega.
In contrast, when $LIT TGEd at the end of 2025, the bear market had already begun and perp DEX volumes were significantly down from their previous peak.
This preface just to put things in context.
Now let’s look at the chart.
After the TGE, $LIT printed +30% in the first week of January, in line with the broader crypto market, reaching the lower band of the pre-market zone.
Some context here:
- competitors launched $LIT pre-market before the TGE — good for hedgers, bad for price action (pure attack from competitors)
- key HL figures like MLM and others FUDded Lighter nonstop
When the market eased and $LIT failed to hold the TGE bottom, the price collapsed under heavy airdrop selling pressure in a very low-liquidity environment.
The first significant level was the last round valuation at $1.5, which remains the main recovery target. A big change happened: LLP depositors now need to stake $LIT to keep liquidity in the pool.
Since the end of the grace period, the token is down 34% and LLP TVL dropped from ~$410M to ~$218M (almost halved). That said, the entire market fell ~20% in the same period, so the LLP argument is almost neutral for the price action.
What’s wrong with $LIT?
In three words: lack of demand.
The altcoin market is down badly, and even $HYPE failed to sustain the “PURR DAT” pump, retracing the entire move. Nobody wants to long or hold altcoins after the 10/10.
Despite positive staking netflow (+1.63M 7d, +3.21M 24h-to-7d) and a relatively low float (55% of liquid supply staked), price action remains bearish and all the recovers resulted in LHs.
Where is the bottom?
I've left the positive part for the end.
The Lighter team has actually delivered in the months after TGE creating real utility for $LIT, listing more tickers (especially RWAs), and working toward the future LighterEVM release.
These bullish factors aren’t priced in yet, in my opinion, mainly because $LIT hasn’t bottomed vs Bitcoin since late January.
The chart shows this clearly: every time it bottomed vs BTC (triggering the Z-score bottom, vertical lines), it recovered strongly.
All in all, I think the bottom for $LIT is really close. The support vs BTC will likely mark the final test.
If it bounces from that support, we could see a sustained rally, especially since the SMA100 and SMA200 are very close and will force a strong directional move.
If the support fails, it’s gg and Lighter becomes a bleeder (ded).
Feel free to add more, but I think I’ve covered the relevant points ✌️🏻
Stay humble for now

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lemontea retweetet

New innovative feature from Lighter: LIT Credits
The team continues strengthening the alignment between all key participants: HFTs, traders, and LIT holders.
This time, they introduced LIT Credits - a mechanism that allows HFTs to access better Fee Tiers and Lower Latency without permanently staking LIT.
Instead of locking capital in LIT, MM can now purchase temporary access to improved terms by paying in LIT tokens.
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Here’s how it works:
1. MM chooses their fee and latency tier
2. Selects the duration of access
3. and pays the required amount in LIT (LIT Credits)
To obtain these credits, MMs must buy LIT on the open market and spend it for access.
But the most important part is what happens next.
The paid LIT doesn’t go to the team.
It is distributed to LIT stakers over the access period.
This creates a direct economic link between:
• HFTs - who pay for better execution conditions
• LIT holders - who provide economic backing
• and the protocol - which facilitates the marketplace
This isn’t an inflationary reward. It’s a real demand-driven value flow.
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Why this matters
Historically, the best execution conditions were only accessible to firms able to acquire and lock large amounts of tokens.
LIT Credits change that.
They allow smaller or newer HFT firms to access competitive conditions without large upfront capital commitments - improving capital efficiency and lowering barriers to entry.
At the same time, longterm LIT stakers benefit from sustained demand generated by real platform usage.
This mechanism effectively creates a market-based pricing layer for execution quality - similar in spirit to how funding rates price perp exposure.
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The bigger picture
As Lighter grows, permanent staking may become increasingly capital-intensive.
LIT Credits ensure that access to high-quality execution remains open and market-driven, rather than restricted only to the earliest or largest participants.
This is a structural alignment mechanism - not just an incentive.
Lighter continues to introduce design primitives that rethink how incentives, access, and execution quality interact in perps.

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@TalonXBT No reason to hate money. Great take!
Will Price@will__price
Some takeaways from the new blockworks Lighter dashboard: 1) Hyperliquid has 3.3x the DAUs of Lighter
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Ticker is $LIT
Rival Hyperliquid, Stakers hampir menyentuh 40% Circ Supply dan ada Buyback Program.
DYOR before Buying.

talon@TalonXBT
Saya masukin coin ini ke dalam Portfolio @Cryptocium_id karena relative strong terhadap Sentimen market yang merah. 200 Likes akan saya spill gratis di next post.
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A piece of wisdom :
“If you can’t bear it during the hard time, then you don’t deserve the good time.”
For a long time, most misunderstood. Everyone thought it was about punishment. But it’s all about alignment.
The person who caves in the storm isn’t the same person who would truly cherish the calm. You have to become the one who can withstand the weight, so you’re solid enough to hold the light when it comes.
$LIT currently trade at ~1.8$ despite having technology to be the order-book of Ethereum.
Ps : screenshot is from Lighter Mobile App

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@LemonTea_64 Koh Lit yang di stake masih bisa di WD / unstake GK setelah tanggal 28 ?
Indonesia

28 is the date where you realize how valuable $LIT is
Lighter@Lighter_xyz
There will be a two-week grace period, ending on Jan 28, during which existing LLP holders can keep their capital there. After that, staked LIT will be required to stay in the LLP.
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Lighter Mobile App is one of the cleanest yet quickest trading app i ever used. Maybe for some users, still need lot of improvements. But don’t forget it’s the first ever DEX to have a mobile app and team keep delivering
Also, you could add Lighter Mobile App as widget to your home-screen now !
Lighter 🕯️


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