David Robin

A few useful tools for Lighter: lighterlytics.com lighterpulse.xyz lighterliquidations.vercel.app lighterstats.vercel.app letsgrowthepie.xyz lighter.exchange/stats lightalytics.com app.artemisanalytics.com/asset/lighter lighterhub.xyz/education Feel free to drop more tools at the comments

@Mickyblizz0 @vnovakovski @Lighter_xyz Shipping fast

@vnovakovski @notmyttname @Lighter_xyz Keep cooking vlad

Cooking something new in the lab - a new approach to RFQ within our fully verifiable onchain order book. Whales looking to trade RWAs in size - reach out to us at @Lighter_xyz to try the beta. x.com/Lighter_xyz/st…

@ruslan55x Nice timing haha

The main thing I’m curious about: Why do the .hl guys hate on Lighter with VC round and etc. but at the same time stay bullish on Variational? Do they not see it as a direct competitor? (No hate on Vari btw)

$LIT is the only thing I've been holding underwater for the last month or so. Well, not underwater anymore, but it just seemed undervalued, or at least worth giving a shot, considering the tech, revenue, buybacks and product is decent. We have so few coins with the above criteria. Will also benefit from regulatory clarity, and be an attractive onchain trading venue for institutions. BTC doesn't look great, so might not get a proper breakout. Ready to be punished again.

Lighter's escape hatch just got independently verified: if the sequencer ever dies, you can generate a ZK proof and withdraw directly on Ethereum. Thanks to @L2beat for the writeup on our fully verifiable and permissionless onchain trading infrastructure.

@tealstreet @Lighter_xyz 🕯

Tealstreet V3 + @Lighter_xyz An Integration for Pros more announcements tomorrow...

This is HUGE. If the sequencer ever misbehaves, anyone can permissionlessly exit to mainnet, proving their state You don't need to trust me, @vnovakovski, or @lighter_xyz. Just verify the open-source circuits Can you say the same for any other exchange?

For the first time, all ZK circuits used by Lighter perp DEX L2 were regenerated from sources by L2BEAT! Now you don’t have to trust the Lighter team to perform a permissionless emergency exit. 👇Learn more in the thread👇

We're excited to announce our exclusive partnership with Nasdaq Private Market. Retail traders can now get exposure to private companies, one of the historically most profitable asset classes, exclusively through Polymarket.

@AustinBarack USA based. LIT, LINK…

Which tokens do people think will be the biggest beneficiaries of the news the SEC is exploring an Innovation Exemption to allow tokenized stocks to trade on DeFi platforms?

I spoke about this months ago when most people still looked at @Lighter_xyz as “just another perp DEX.” Now you have @VitalikButerin publicly praising the team and calling Lighter one of the most successful projects in the new Ethereum ecosystem. That alone should tell you something. What people still don’t understand is: Lighter is not trying to become another Ethereum competitor. Lighter is becoming Ethereum’s trading layer. ➜ ~5k TPS normally ➜ Peaked near ~20k TPS during volatility ➜ Uses less than 1% of Ethereum blockspace ➜ CEX-level UX ➜ Fully verifiable through zk proofs That combination barely existed before. And now the roadmap is becoming obvious. ➜ RWAs ✅ ➜ commodities ✅ ➜ prediction markets ➜ pre-IPO markets ✅ ➜ FX-style trading ➜ institutions hedging onchain Everything is slowly moving toward Ethereum rails. And Lighter sits directly in the middle of that shift. Funny enough, the name itself explains the vision. Ethereum is the cigarette. Lighter is what finally lights it. Because Ethereum always had the security, liquidity, developers, and ecosystem. But it never had a true trading engine that felt fast enough for the real world. Now it does. And if this works, every major ETH primitive benefits from it. ➜ Uniswap gets deeper liquidity ➜ Aave gets stronger markets ➜ Lido + LSTs get more utility ➜ RWAs become more liquid ➜ institutions finally get usable onchain infra This is why Vitalik talking about Lighter matters. Ethereum usually rallies behind infra upgrades that actually push the ecosystem forward. And honestly, this still feels early. Most people still see Lighter as a trading app. I think it’s slowly becoming financial infrastructure for Ethereum itself. $LIT 🕯️

Some notes from the @Lighter_xyz fireside chat with @VitalikButerin, @ethereumJoseph, @vnovakovski and @n_lighterxyz • Lighter does ~5k TPS on a regular day, peaked at ~20k yesterday during volatile market. Uses <1% of Ethereum blockspace, posts 2-3 txs/min on L1 • EVM sidecar rollup currently in DevNet, first apps expected in the coming months • Prover cluster scaled ~100x since launch. Proving is no longer the main bottleneck -- coordination of systems and data movement is • Stage 1 is close, stage 2 is the goal. Concern raised: 30day upgrade delay makes shipping new primitives (onchain options) harder • User mix: maker side is ~90% pro (MMs, HFTs). Taker side roughly 50/50 retail vs institutional. • Institutions on Lighter mostly hedge and arbitrage. Retail mostly speculates. Vitalik wants to see more "positive-sum" use cases independent of crypto native demand • Single sequencer with FIFO ordering. TEE and MPC encrypted mempools being researched. Vitalik: the goal isn't decentralizing the sequencer per se -- it's giving users mathematically strong guarantees against adversarial MEV • Hybrid DA model: balances and open positions are recoverable from Ethereum (escape hatch works), order book state is not posted. If they posted everything it would exceed 100% of blob capacity • Vitalik's main take: oracles are the skeleton in the closet of the entire industry. No point hardening ZK proofs and pushing Stage 2 while oracles often run on a single server. "Security is only as strong as the weakest link" • Current oracle setup: combination of third party providers for major markets, AMM based pricing for pre-launch/exotic markets, futures based pricing for commodities like crude oil. Oracle inputs controlled by the sequencer • Vitalik's longterm vision: universal futures markets enable personalized CPIs -- hedging rent, AI chip costs, individual consumption baskets. Speculators arrive first, real financial substitute comes later gLighter🕯️

@muarmemuar @variational_io @nadoHQ @extendedapp @pacifica_fi @tread_fi @bulktrade Me this summer

Plan A: per point in @variational_io $55, @nadoHQ $5.5, @extendedapp $3.5, @pacifica_fi $0.5, @tread_fi $15, OG in @bulktrade Plan B:

“… you've accomplished a lot technically. Obviously, one of the most successful projects in the new Ethereum ecosystem. I'm really excited to see where Lighter continues to go.” - @VitalikButerin @Lighter_xyz 🕯️🔥

@VitalikButerin gLighter 🕯️

Here starting in a few minutes!

Big week ahead

@iamgoatedaf @lidottrade @Lighter_xyz Looks good

how do you feel about this pnl card for @lidottrade ?

@iamgoatedaf @toly @Lighter_xyz @vnovakovski @babastianj @manud_p @StayRoamer @cam1xyz ✍🏻

hey @toly Phoenix beat HL on fees, congrats. now do it against @Lighter_xyz. $10K BTC taker: • Phoenix — 3.65 bps • Lighter — 0.56 bps 7x difference real alpha isn't competing with Lighter. it's building on top of Lighter.

@Fred_qf1 Lobbys need to work hard. Wanna see how the cexes play with this.

@notmyttname neither NYSE nor CFTC will allow their rules

Bybit, Binance, Kraken, Coinbase wont let their market share keep declining They have policymakers aswell as they invested millions into Trumps presidency campaign Their Ventures initially also were not based in the US over time still forced into mandatory KYC