Cryptocurrency KOL Predicts Lighter Valuation: Minimum $15 Billion, $30 to $42 Billion is the Benchmark

On December 22, crypto influencer @ingalvarezsol used metrics including Polymarket’s valuation range (20–30 billion USD), OTC point pricing (90 USD per point), and LIT token’s pre-market price (3.4 USD) to project Lighter’s valuation: - **Minimum (Bear Market Range):** 15 billion USD (tied to its venture capital round financing) - **Bear Market Baseline:** 30–42 billion USD (calculated via reverse-engineering from market/pre-market/point prices) - **Optimistic Outlook (Final Valuation):** At least 75–125 billion USD @ingalvarezsol stressed Hyperliquid and Lighter are fundamentally distinct: - Hyperliquid builds a Web3-native liquidity layer, with profitability driven mainly by retail transaction fees (plus ecosystem dynamics). - Lighter focuses on decentralized trading infrastructure, aiming to onboard fintechs, brokers, and professional market makers over time—while keeping retail execution costs extremely low (including 0% fees on select spot markets). A key catalyst for future valuation upside is RWA (Real-World Asset) trading on Lighter.