its frustrating to me to see so many threads bashing lighter, when the reality is they handled yesterdays event in prod smoothly a whale fat fingering on the orderbook means whales are organically using it - i did the exact same thing two years ago on hl, and this guy even turned off the ui flag that my blood paid for. events like these create opportunities for everyone else llp handled arc exactly like it was supposed to - the whale got liquidated, llp took a free call option on arc, then when the strategy zerod it adl'd the position. all live in prod no halts net result: attacker 0d, llp safe, users/mms +7mm these are good growing signs of an exchange, and handling them is an important test of an exchanges competency

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

trading is finding the difference between the true value of something and the perception (mkt price) some things that are truly good are already consensus, like hyperliquid, and you can buy them and make money because they will keep winning the best opportunities lie in finding good things that the general market doesnt realize yet having worked or talked with almost every perp dex that exists, at ~400m circ w/ 50% staked lighter is the highest quality to value ratio token in the market rn, and you can see the perception-based discount as people think lighter will go the same way as dydx, vertex, polynomial, etc the flows as that perception changes for the positive is what i am focused on the truth is lighter is a live player in the perp space and is iterating quickly in the three areas that matter most: -liquidity (fee + funding discount) -rwas (cross margin + fast w/ new listings) -spot collat (usdt/eth/llp margin) i would also argue given the growth of the perp category, legitimate exchanges should trade at a premium to their pure fee based relative value, as there is a lot more pie to grow

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

i did some dumb things -bought some csgo skins and cases -set up a 10yr $1 dca for spx -longed magic internet money cults on lighter -longed magic internet money cults on variational gl to me https://t.co/Vyv81Z5Soy

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Think spx6900 speedruns to obscene numbers from here (i won’t say which numbers since there is no chart) Anyone who had too much exposure that they couldn’t survive a macro bear holding it was squeezed out yesterday Also after yesterday, i am expecting a return to memes, as nihilism should still be rampant but it is now much more difficult to invest in perp dexs (especially anything other than hyperliquid) or launchpads (until pump sustainably goes up at least) That liquidity will flow somewhere, and think large early hodlers of perp dex coins realize that, in the end, murad will be right (and has been) Proof of this in @izebel_eth shoving some other profits into spx6900 as of late (jez knows the culture like no other) Believe in something szn 💹🧲

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

"looksrare-style icos" when you sell a token through fees happens anytime an epoch is tightly defined and the reward is liquid priced, the fee mkt should auction up to "fair" purchasing value (mkt - some friction/risk) unlike others who incorrectly predicted hl would drop off, i will confidently state aster volume is directly correlated to liquid emissions and drop off accordingly, because no one wants to trade there outside of getting paid

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

i am out of my fotm perp dex bags, rotated profits to llp think it wouldnt be crazy to see hype $3x at some pt but im gna hold thru main port (~60%): btc hype hood memecoins (<5%): spx nubcat cash/llp 10% charizards 25% things im very excited about: lighter unit dexari https://t.co/7zqUBpazWr

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c