東西 🧙
498 posts
Mint starts in 6 mins 👀
opensea.io/collection/dav…
English
@Lighter_xyz Wallets was expected 87k but actuals as of today 133k.
August 20th report: x.com/satoshiheist/s…
Professor Satoshi.🕯️@satoshiheist
@Lighter_xyz Ok wallet growth chart looks better than the other one that literally went off the charts
English
🕯️ 6th Monthly @Lighter_xyz Update 🕯️
"Hockey Stick Growth: Private Beta End"
I think Private Beta for Lighter will end within 9 days based on the twitter spaces with Vlad in August. Vlad mentioned Private beta would end within 3-5 weeks of that twitter spaces and this is week 4.
At that point, although there is no formal announcement of this, deposit restrictions will be removed and traders will have the ability to sign up without a private beta invite link. This should further support Lighter's current growth trajectory.
1. Assets on Lighter
- Topline TVL September 18th 2025: $488M
- MoM TVL Growth: +64.34%
- The forecast was $411M by September 20th, so Lighter is growing faster than the "accelerated growth" line. This is 18.73% above forecast.
2. Lighter Unique Wallets
- Unique wallets: 133,723
- MoM wallet Growth: +91.97%
- The forecast was 87,051 wallets by September 20th, so we are 46,672 wallets ahead of the "accelerated growth" line. This is 53.56% above the forecast.
3. Lighter Open Interest Daily Snapshot
-Open Interest: $1,137,502,354
- MoM OI Growth: +87.09%
- The forecast was 1,356,698,000. This was pretty in line with the chart: x.com/satoshiheist/s…
4. Lighter Volume Daily Snapshot
- Volume: $4,250,260,353
- I am retiring this part of the monthly report as a daily snapshot is less informative than a 30 day rolling average
5. Lighter Volume 30 Day Rolling Average
- $112.89B
- There was no prior forecast of this figure so I am unable to report a MoM figure. In the future I will try to untangle some data to see if I can model something retroactively.
- New source: defillama.com/perps
6. Fees Generated
- I don't have data on this right now for Lighter but there have been some good estimates of approximately $4.5M/month ($55M annualized)
7. Fees Saved By Retail Traders
- A global aggregated figure of fees saved from trading on Lighter would be great to showcase. If the dev team is reading this please build lol.
Charts below
Professor Satoshi.🕯️@satoshiheist
5th Monthly @Lighter_xyz Update. "Hockey Stick Growth Continuation" We are square in the handle part of the hockey stick growth for Lighter. As of August 20th, we are currently tracking towards the "accelerated growth" forecast for TVL. 1. Assets on Lighter - Topline TVL August 20th 2025: $296.95MM - MoM TVL Growth: +38.64% - The forecast is -4.21% off from the accelerated growth path 2. Lighter Unique Wallets - Unique wallets: 69,659 - MoM wallet Growth: +24.97% - The forecast is -30.16% off - its quite a large deviation from actuals likely because the wallet growth had a massive stairstep in April/May which skewed the predictive growth to be a bit too far off the charts (literally) 3. Lighter Open Interest Daily Snapshot -Open Interest: $608.37MM - MoM OI Growth: +123.01% - The actuals surpassed the accelerated growth forecast of $536MM. I think a huge factor here is because Lighter was calculating "one way" OI and recently went to follow industry standard 2-sided: x.com/Lighter_xyz/st… 4. Lighter Volume Daily Snapshot - Volume: $5.63B - MoM Volume Growth: +159.45% - This is bonkers crazy. The only thing I see doing numbers like this was for Pump Fun and also Hyperliquid. 5. Fees Generated - I don't have data on this right now for Lighter but there have been discussions in the discord on tracking this. Actually what would be cool for Lighter is to track how much in fees traders saved benchmarked to Binance. - If there's $5.63B of volume on Lighter can do either 0.10% fee or 0.075% so its $5.63MM fees saved for traders or $4.22MM
English
让你撸Opensea，你不撸，结果现在最后一期了；
让你撸Backpack，你不撸，结果马上要结束了；
让你撸Standx+Lighter，你说大热必反撸；
让你撸GRVT，你说发币晚，你还是不撸；
✅三年来没人撸的 Base Network，也要发空投了，海外几千个讨论，国内没动静，你撸吗？
加密狗@jiamigou
[机会] 很多人说 #Coinbase 推出的 #Layer2 以后不会发空投，官方在他们的Discord也是这么说的。 按照之前 #DYDX 的明智之举：说不发空投最后躲着发了，这正好是一个机会，以下是Coinbase Base 全覆盖教程，🩸建议收藏，在快照前都可以交互。 link.medium.com/j8LOFnmJZxb
中文
@star_okx you guys should list $USELESS coin on OKX spot, Star!
it's on Coinbase and Kraken already, but practically impossible for us to buy it on OKX 😭
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True builders know crypto is a marathon, not a sprint. X Layer is built for the long run — and so are we. That’s why we’re launching a $100M X Layer Ecosystem Fund to support global builders shaping the next wave of onchain applications.
If you have long-term vision and real technology, we’re ready to be your partner. But if your goal is just a quick pump-and-dump token, we’re not the place for you.
Felix@felix_fan
After busy days, I finally sit down to share my humble view and vision on X Layer 🧵
English
这么说吧，如果第一个上Layer Alpha的币不是 $XDOG
这个链也就是玩几天，然后就死了
如果想学BSC那样上VC项目，那人没必要选你，直接选更成熟的BSC就是了。
走不出自己的路，不愿意去听社区或者说看市场用户在哪
一味的在想什么我们要做这个做那个，看看SOL看看BNB
再看看你们的OKB
如果不是因为有meme,价格会涨起来吗？
meme是社区，是共识，是已经得到市场验证的大家喜欢的东西。
年轻人和新钱喜欢，如果还要按照徐明星的思路搞，OKB或者说OKX永远都是万年老三或者老四，翻不起什么大浪。
最终还是个笑话
中文
Super hyped for @Somnia_Network TGE
$SOMI currently trading at 5 dollars on whales market
There will be vesting for 60 days with weekly unlocks which will reduce sell pressure next month
Team has confirmed there will be plenty more incentives even after TGE
Its L1 szn, keep an eye on Monad as well
English
Noticed the new action for an extra spin? 👀
Spin the wheel, build your streak, and earn rewards in $USDC, $ETH, $CROAK, $SOULS, $FOXY, $LPUSS, $REX
⚠️ Don’t fall for scams: only on the official Linea Hub!
English
@KuiGas @LineaBuild 本来LXP 9% LXP-L没分配 最后两个都有的领
你现在非要建议 加起来 9% 你这 自己砍自己一刀
脑子进水？？
中文
Linea @LineaBuild
在我看来，Linea 对待 LXP-L 用户的方式非常不合理。
官方引导用户参与 LXP 与 LXP-L 活动，大家按规则提供流动性、承担资金风险，却在 TGE 阶段完全无奖励，这本身就是对用户信任的辜负。
1、LXP 是“做任务得分”，LXP-L 是“做 LP 得分”
2、LXP，9% 用户空投，TGE本轮释放，Voyage活动成本消耗较高，有POH成本等，tge必须有奖励。
3、LXP-L，在75%范畴，不在TGE时释放。也就是无任何奖励。
其实，涉及真实资金锁仓和 LP 操作，虽然GAS成本低一些，但是因为这部分用户承担的资金成本和风险更高。需要真实质押资产、承担无常损失、价格波动等多重风险。
相比单纯任务型的 LXP 用户，LXP-L 用户的参与门槛和沉没成本也非常之高。
4、当前 Linea 官方把 LXP-L 奖励放入了 「75% 的生态系统基金」，交由后续由Consortium联盟决定。这意味着 LP 用户可能拿不到TGE时初始空投代币，时间+资金双重贡献被延迟回报，而这恰恰是社区最关注、最期待的部分。
5、感觉Linea官方把LXP用户当成重点。而lxp-l用户被官方说成通过更长期、持续的机制回馈。在我看来这非常不合理，最早我个人就觉得linea官方不应该设置这种无脑的官方规则指引，至少你指引了用户去参与活动，大家都把精力放在了LXP与LXP-L的比例与份额，但是LXP-L用户在TGE无任何激励，更直接的说，这部分用户
>真金白银参与，承担真实资金风险
>对生态更有建设性作用，LP 直接关系到协议的可用性和交易深度，TVL是生态流动性的基石。
我的观点，在 L2 项目竞争激烈的当下，LP 用户才是长期生态的重点照顾对象，LP 用户才是生态真正要长期绑定的人。
所以：TGE 阶段应给予 LXP-L 激励，体现对真实贡献者的尊重，否则会寒了早期流动性支持者的心。
否则，撤出资金的时候，说一个「操/FUCK」字，是无法表达完内心的愤慨。
中文
Now that the dust has settled, it's time to get SWEATY.
Announcing our first ever SWEATFEST INVITATIONAL where Sparkball's best of the best will compete for over $3,000!
* The top 50 ranked players during Steam Next Fest will be invited to form teams and compete on June 28th.
* Only 1 member per team can be outside the top 50.
* We will be enforcing duos only for those aiming for Top 50!
See you at the top!
English
You know if it is a precious pearl it will hide in the deep sea or in the wild rock. Slowly shine and will shine when people realize its true value.
#Groyper
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@mr_plumpkin I'm talking about the mainnet.
Don't you know your product?
OLP is your counterparty.
No matter what I open on the platform, it will be charge.
There is no one else In it.
ok ?
English
@metapx2 a) testnet funding isn't real dollars or representative of mainnet
b) you know you can take the other side if it's that high and get paid the 2-3k % apr?
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We're working on loss rakeback designs. You get a percentage of your losses refunded back to you, since OLP was your counterparty. Would you rather:
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