2025-12-29 03:22:25

After Lighter issued tokens, market data faces considerable pressure. According to industry insiders, the current open interest (OI) for LIT is expected to decline by over 20%, and trading volume may decrease by more than 30%. In a sideways market, market sentiment is indeed more conservative.

However, this has not changed the long-term outlook of institutions. Some industry insiders suggest that if the fully diluted valuation (FDV) of LIT can stabilize around $2 billion, it could be a good entry point. Short-term fluctuations are difficult to avoid after such projects issue tokens, but from a fundamental perspective, institutions still see its potential value.

In other words, short-term market pressure is just a normal price discovery process, and participants who care about long-term returns are actually waiting for such opportunities.

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SigmaBrain

· 10h ago

2 billion FDV really isn't that expensive. With such high risk of running away now, only the tough ones dare to take over.

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AlphaLeaker

· 10h ago

Another round of the "price discovery" talk... Is 2 billion FDV really stable? I feel like institutions are just laying the groundwork to take over. --- Let it consolidate; I have nothing to lose anyway. Just see who wins in the end. --- NG-l, the meme of issuing tokens and dumping has been played out. The key is whether there are real application scenarios; otherwise, no matter how cheap, I won't touch it. --- Institutions say they are optimistic? Ha, just listen... They said the same last time. --- OI down 20%, trading volume down 30%... What does this indicate? It means nobody cares. --- Wait, will it really return to 2 billion or keep crashing... Has anyone actually bought at that price level? --- I've seen too many routines of long-term optimism and short-term dumping; it’s become a conditioned reflex. --- Forget it, rather than listening to stories, look at on-chain data—money don't lie. --- The "intervention opportunity" for institutions translates to "takeover opportunity," I’ve learned.

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AirdropJunkie

· 10h ago

Issuing tokens to dump the market—I’ve seen this trick many times. The "opportunity" in the mouths of institutions often turns out to be retail investors' exit liquidity. You believe what institutions say? Let’s wait and see. $2 billion? Laughable. Who would believe that? Short-term, huh? Then I choose to lie flat and watch. Another "price discovery," another "long-term potential"... Just hear it out and forget it.

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OfflineValidator

· 10h ago

2 billion valuation sideways? I think it still needs to drop a bit more to be the real entry point.

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DegenWhisperer

· 11h ago

Short-term dumping, just do it. Anyway, I'm destined to buy the dip. Institutions are all lurking; 2 billion FDV isn't expensive. This wave of LIT might really be a 🪜 (ladder) coming.

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ForkThisDAO

· 11h ago

Short-term dumping is routine operation; it all depends on who can hold out until that day. --- If 2 billion FDV stabilizes, then get in. Currently, those entering are all gamblers. --- Institutions are accumulating, retail investors are panicking, the story is always the same. --- OI down 30%? Just right to clear out the impatient funds; what remains is true faith. --- Let's wait and see if 2 billion can hold, otherwise it's a trap. --- So should we buy the dip now or keep watching? Looking for advice from someone clear-headed. --- Whoever survives until FDV stabilizes is the winner. --- A typical coin issuance routine: first dump, then pump; institutions eat the meat, retail investors eat the chaff. --- Having good fundamentals, what’s the use? In the crypto world, it’s all about the capital flow, brother. --- The key still depends on the overall market; no matter how strong LIT is, it can't withstand the overall decline.

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SelfCustodyBro

· 11h ago

20 billion FDV is indeed quite attractive; now it's just a matter of whether it can stay stable.

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