Cryptocurrency KOL Predicts Lighter Valuation: Minimum $15 Billion, $30 to $42 Billion is the Benchmark
BlockBeats News, December 22, Crypto KOL @ingalvarezsol combined factors such as Polymarket (20 to 30 billion USD), OTC point price (90 USD per point), and token LIT's pre-market price (3.4 USD) to make a valuation prediction for Lighter:
15 billion USD is the minimum valuation (bear market range, influenced by risk investment round financing). 30 to 42 billion USD is the bear market baseline (predicting market/pre-market/point price to reverse calculate market cap). The optimistic expectation is at least 75 to 125 billion USD (final valuation).
@ingalvarezsol emphasized that Hyperliquid and Lighter are fundamentally different types of products: Hyperliquid is building a Web3-native liquidity layer, primarily profitable through retail transaction fees (along with ecosystem dynamics). Lighter is building decentralized trading infrastructure, aiming to onboard over time FinTechs/brokers/professional market makers while maintaining extremely low retail execution costs (including 0% fees on certain spot markets). An important catalyst that can drive Lighter's valuation up in the future is RWA asset trading.
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