Innlegg

LIT might be one of the most mispriced tokens on my ETH watchlist. I’m not betting on Lighter becoming the next Hyperliquid. The thesis is much simpler: Lighter is doing almost 90% of Aster’s weekly perp volume, yet trades at roughly one-third of Aster’s valuation. Right now: Lighter • $674M market cap • $9.95B weekly perp volume • $1.07B open positions • $1.11M weekly fees Aster • $1.97B market cap • $11.39B weekly perp volume • $2.18B open positions • $1.13M weekly fees #DailyOrbit