Ken

Market Sentiment on @Lighter_xyz (collected by xtine) Question – what do you think of $LIT at 1.80 USD here (15 Jan 2026)? • Solo Trader (usually bear) – I don’t see any real source of new demand for LIT; the metrics keep deteriorating. Vlad is tweeting in a way that’s -ev. There’s likely to be a big overhang of breakeven sellers. For me it’s probably a no‑trade until a potential Robinhood listing, then maybe a short into that. I already covered everything at 2 USD. • Solo Trader (usually bull) – Right now we’re basically just betting on a Robinhood listing. It’s been underperforming badly and the revenue numbers don’t look great. From what I recall, maybe ~75% of the airdrop sellers are already out. That said, they still have dry powder to push the token if they want. I’m on the sidelines for LIT; sold most around 2.7–3.0 usd and have been trading XMR and BCH instead. Ref: qwantify.io/app/lighter/ai… • Liquid Fund Analyst (usually bull) – I don’t like that LIT got dumped even when there was a bunch of good news. I think the real bottom will be when it starts getting dumped on bad news, and that’s when I’d be interested in buying. • Liquid Fund Analyst (usually bull) – As a long‑term bet I’d rather own HYPE, to be honest; I prefer backing founders who actually pay for their pros. Short term you can maybe play it for a bounce toward ~2.50, but it’s hard to see this doing a clean 2–3x from here. • Liquid Fund PM (neutral) - Overall, I don’t really want to own it: valuation is at best fair and arguably expensive, the community isn’t as strong as HL so they’ve been selling aggressively, there’s meaningful VC overhang, and the revenue‑share terms still haven’t been disclosed. Feedback from Lighter affiliate: • Lighter Farmer – I received a decent‑sized airdrop, but it’s down six figures over the past three days and I regret not selling. Most of the Lighter whale community is v disappointed – they were expecting a HYPE 2.0‑style chart, so most ppl didnt sell.

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