2 天前
Lighter (with a points program) makes 1/10th of what Hyperliquid makes (with no points)
Somebody making valuation assumptions based on actual metrics should not trigger you
4 天前
during the days selected, Hyperliquid made $25M in total fees, for an average of $5M a day
which means based entirely on revenue alone Lighter should be worth roughly 10% of $HYPE (this is excluding HyperEVM, HIP3, Builder codes, etc etc)
thus an FDV of $3.5B seems fair
then you must account for the volume drop off that will occur post-points (LLP is 60% APY so obviously majority of volume is spam volume farming points)
All things considered, I would argue a fair value for Lighter would be $1.5B FDV - providing market stays where it is right now
also, somebody thinking it should be worth less than what you think it should be worth, should not make you angry
that's literally how you make money in markets
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