senya

The buyback is 100% programatic and non-discretionary. Every hour, the protocol collects all fee revenue and places 100 buy-side limit orders for $LIT from the current price down to -10%. No human decides when, how much, or at what price. This runs 24/7 on a fixed loop.

Since TGE, the Lighter protocol has bought back 10MM $LIT tokens, representing 4% of the circulating supply.

So I do think Auros (322310) is very interesting at $269M MC over in Korea. What I've found from research was that they're a relatively unknown Samsung / SK Hynix supplier. And they should high volume ramp from HBM4 capex for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. Note on SK Hynix: I thought it would be HBM4e but apparently Trendforce reported today SK Hynix has completed 12-high hybrid bonding HBM validation and is raising yields for mass production. So maybe there's a catalyst there too aside from Samsung. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (likely Samsung/Sk hynix), targets mass supply this year. Disclosure (I do have positions, NFA, please do your own DD, this is just my thought process) Regardless, they've been developing for the past decade, only to volume ramp two core products from years of qualification likely H2 this year. There are risks involved, such as not proceeding to HVM, but I'm personally taking that risk. So I found this company very interesting, just wanted to publish some thoughts on this company.

It is something that has always baffled me. I think a lot of these people forget that when they do this, they aren’t just doing it to a project. But it’s real people who are working every day to build something they believe in. My wife can always instantly tell when something is really bothering me when I come home after dealing with things like this. These people don’t realize we genuinely care and want to build something that people want to use. it’s been a good learning process for me on how to not internalize hateful messages and not bring them home and allow it to affect my family. Anyways, we keep building and we keep moving forward.