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EARLY ACCESS: Is ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 Cheap? Will Price and trevor think Lighter is one of the most underpriced perp bets in crypto. “At current valuation levels, I think that chance is underpriced.” “LIT is buying back its token 2x the speed of hyperliquid:native.” “The same talent density I haven't seen... show more

Bankless

412,191 subscribers

114,446 Aufrufe • vor 3 Monaten •via X (Twitter)

Anya Rossi• Live Now

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7 Kommentare

Profilbild von trevor

trevorvor 3 Monaten

@will__price @Lighter_xyz lighter is the next lighter

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Bitdukevor 3 Monaten

@will__price @trevor_flipper @Lighter_xyz > is $LIT cheap? YES. and honestly, the answer is pretty obvious to anyone who follows the tech, the team, the updates, and understands how much this thing can scale

Profilbild von Bankless

Banklessvor 3 Monaten

🟢 Out now for Bankless Premium subscribers 📅 Out on public feeds Tuesday, June 9 Unlock Early Access Now 👇

Profilbild von David Lawant

David Lawantvor 3 Monaten

@will__price @trevor_flipper @Lighter_xyz LFG @trevor_flipper

Profilbild von BozWolf

BozWolfvor 3 Monaten

@will__price @trevor_flipper @Lighter_xyz Boba Cat $BOBA The purr-fect memecoin with a mission! İnspired by the Dogecoin founder's cat, Boba. ETH CA: 0x6eCf5FE60e27cd03ABdBA3a19Af8dC6845A0dA58

Profilbild von Victor.hl

Victor.hlvor 3 Monaten

@will__price @trevor_flipper @Lighter_xyz Bankless

Profilbild von Dex Hunter (ret arc)

Dex Hunter (ret arc)vor 3 Monaten

@will__price @trevor_flipper @Lighter_xyz Running a dex with an nft pic, sketchy af

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INTERVIEW: Is $LIT Cheap? | Will Price & Flip David Hoffman sits down with flip and Will Price to unpack why Lighter may be one of the most underpriced bets in the perps market. They talk about: - Whether $LIT is just a beta trade to $HYPE - Why zero-fee trading changes Lighter’s distribution strategy - The U.S. perps market that still hasn’t opened - Lighter buybacks, revenue, and why the valuation may not reflect the opportunity [TIMESTAMPS] 0:00 Intro 3:05 Why Lighter Is Different 5:32 ZK Rollup Advantages 6:46 Charging Traders, Not Retail 12:07 Fairness Without MEV 14:50 Why Hyperliquid Can’t Copy 18:03 Distribution Beyond Crypto 22:08 Latency & Flow Quality 26:50 Technical Edge Across the Stack 30:31 RWAs & Pre-IPO Markets 34:07 U.S. Perps Market Play 36:05 Back-End For Big Brokers 38:28 Bootstrapping Liquidity 41:54 Lighter As A Platform 46:34 Token Value & Buybacks 50:11 Market Cap Versus FDV 53:02 Valuing LIT Properly 57:51 Cracked Team & Better Comms 58:13 Joining The Lighter Community 58:51 What Comes Next

INTERVIEW: Is $LIT Cheap? | Will Price & Flip David Hoffman sits down with flip and Will Price to unpack why Lighter may be one of the most underpriced bets in the perps market. They talk about: - Whether $LIT is just a beta trade to $HYPE - Why zero-fee trading changes Lighter’s distribution strategy - The U.S. perps market that still hasn’t opened - Lighter buybacks, revenue, and why the valuation may not reflect the opportunity [TIMESTAMPS] 0:00 Intro 3:05 Why Lighter Is Different 5:32 ZK Rollup Advantages 6:46 Charging Traders, Not Retail 12:07 Fairness Without MEV 14:50 Why Hyperliquid Can’t Copy 18:03 Distribution Beyond Crypto 22:08 Latency & Flow Quality 26:50 Technical Edge Across the Stack 30:31 RWAs & Pre-IPO Markets 34:07 U.S. Perps Market Play 36:05 Back-End For Big Brokers 38:28 Bootstrapping Liquidity 41:54 Lighter As A Platform 46:34 Token Value & Buybacks 50:11 Market Cap Versus FDV 53:02 Valuing LIT Properly 57:51 Cracked Team & Better Comms 58:13 Joining The Lighter Community 58:51 What Comes Next

Bankless

15,512 Aufrufe • vor 3 Monaten

If you go back to 1990, Yahoo was running circles on Google in terms of revenue. But then Google came on the scene and ate their lunch, building a much more credibly neutral search engine. The same applies in the current state of crypto. While alternative L1s compete for revenue, Ethereum is playing the game at a higher dimension. This is why Ethereum will win:

If you go back to 1990, Yahoo was running circles on Google in terms of revenue. But then Google came on the scene and ate their lunch, building a much more credibly neutral search engine. The same applies in the current state of crypto. While alternative L1s compete for revenue, Ethereum is playing the game at a higher dimension. This is why Ethereum will win:

Bankless

21,283 Aufrufe • vor 1 Jahr

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's 10-year vision for Bitmine (NYSE-BMNR) $ETH $BMNP is a bet on Ethereum becoming the dominant chain for tokenization and AI. “We made a bet that Ethereum will be the place where a lot of this will take place.” “I think our legacy is really helping Ethereum remain the most important of the chains in that future.” “Should $ETH flip bitcoin:native ? I think it’s a very plausible argument.” “If it’s $50,000 or $100,000 or $200,000, the returns to our shareholders are gonna be legendary.”

Bankless

52,546 Aufrufe • vor 28 Tagen

🚨 BIG: Lighter $LIT is trading at a 90% discount to Hyperliquid. Yesterday, Lighter did $9B in volume. Today, it's trading at 1/10th the valuation of its main competitor. Is the market broken? Or is this the most obvious repricing event of 2026? I dug into the wallet data, the revenue, and the founder to find the answer. Watch the full breakdown.👇 Vladimir Novakovski Lighter

🚨 BIG: Lighter $LIT is trading at a 90% discount to Hyperliquid. Yesterday, Lighter did $9B in volume. Today, it's trading at 1/10th the valuation of its main competitor. Is the market broken? Or is this the most obvious repricing event of 2026? I dug into the wallet data, the revenue, and the founder to find the answer. Watch the full breakdown.👇 Vladimir Novakovski Lighter

MSB Intel

33,601 Aufrufe • vor 8 Monaten

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: @MilkRoadMacro Milk Road Crypto (Mar 2026)

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: @MilkRoadMacro Milk Road Crypto (Mar 2026)

Etherealize

34,528 Aufrufe • vor 3 Monaten

(FULL OF ALPHA) My appearance on stream today. We talked about the reflexive price loop Zcash [road to $1 trillion] is in and who's buying it, why Derive is the most underpriced derivatives protocol in crypto, and what the hell Pearl is 0:20 Crypto Twitter has no conviction 5:10 Zcash trillion dollar price loop 11:21 Ethereum is not money 19:19 who's actually buying Zcash? 24:53 the Derive bull case 33:27 HYPE can’t compete in options 38:28 Pearl is AI-secured Bitcoin 46:36 miners are switching to AI 49:09 a real man's coin

(FULL OF ALPHA) My appearance on stream today. We talked about the reflexive price loop Zcash [road to $1 trillion] is in and who's buying it, why Derive is the most underpriced derivatives protocol in crypto, and what the hell Pearl is 0:20 Crypto Twitter has no conviction 5:10 Zcash trillion dollar price loop 11:21 Ethereum is not money 19:19 who's actually buying Zcash? 24:53 the Derive bull case 33:27 HYPE can’t compete in options 38:28 Pearl is AI-secured Bitcoin 46:36 miners are switching to AI 49:09 a real man's coin

Tulip King 🌷

47,441 Aufrufe • vor 4 Tagen

🚨 Bitcoin is repeating the same bearish pattern again! Most people think this is a healthy correction. But the entire crypto sector has become fundamentally broken. AI stocks are sucking liquidity out of the market right now. We've seen this before. And it's all part of the cycle. The same false hope. The same bull trap. The same mistake from retail traders. Most people are buying because they think Bitcoin is "cheap." Smart money is waiting for capitulation. Quick reminder: I was one of the few publicly calling Bitcoin's 2022 bottom and 2025 top. If you ignored those calls, don't ignore the next one. Follow and turn notifications on now. The next call will be posted here first.

🚨 Bitcoin is repeating the same bearish pattern again! Most people think this is a healthy correction. But the entire crypto sector has become fundamentally broken. AI stocks are sucking liquidity out of the market right now. We've seen this before. And it's all part of the cycle. The same false hope. The same bull trap. The same mistake from retail traders. Most people are buying because they think Bitcoin is "cheap." Smart money is waiting for capitulation. Quick reminder: I was one of the few publicly calling Bitcoin's 2022 bottom and 2025 top. If you ignored those calls, don't ignore the next one. Follow and turn notifications on now. The next call will be posted here first.

Chiefy

15,075 Aufrufe • vor 3 Monaten

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

Etherealize

99,358 Aufrufe • vor 5 Monaten

Jason Gillespie "Saim Ayub is one of the most talented cricketers on the planet. I haven't seen many better young players at that age have such an impact so early in their career" #CT25 #Cricket

Jason Gillespie "Saim Ayub is one of the most talented cricketers on the planet. I haven't seen many better young players at that age have such an impact so early in their career" #CT25 #Cricket

Saj Sadiq

25,521 Aufrufe • vor 1 Jahr

Threadguy explains why privacy is a trillion dollar opportunity “I think privacy is the most underpriced market in the world. It’s only a $15–20B marketcap, and it should be trillions. The problem is the vehicle. Is it Monero or Zcash? Some new thing that doesn’t exist yet?” “I think privacy is going to trade as a proxy beta Bitcoin trade. It’s just going to be a boring, slow trade. It isn’t really that exciting until it becomes the most important thing in the world”

Threadguy explains why privacy is a trillion dollar opportunity “I think privacy is the most underpriced market in the world. It’s only a $15–20B marketcap, and it should be trillions. The problem is the vehicle. Is it Monero or Zcash? Some new thing that doesn’t exist yet?” “I think privacy is going to trade as a proxy beta Bitcoin trade. It’s just going to be a boring, slow trade. It isn’t really that exciting until it becomes the most important thing in the world”

Mikli

16,052 Aufrufe • vor 7 Monaten

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Shadooow

17,144 Aufrufe • vor 1 Monat

BitGo CEO Mike Belshe says Bitcoin's decentralization is unparalleled, Ethereum has done a little, and then a quick drop-off "Bitcoin will always have its own token. The token is the value. It is the decentralized asset. There's no debate that it provides a level of decentralization that is completely unparalleled." "Ethereum has done a little bit, and then it's a quick drop-off in terms of true decentralization for the rest of the coins. It's probably going to be more centralized than we like, not as centralized as the past. And the chains are still fighting it out on tech."

BitGo CEO Mike Belshe says Bitcoin's decentralization is unparalleled, Ethereum has done a little, and then a quick drop-off "Bitcoin will always have its own token. The token is the value. It is the decentralized asset. There's no debate that it provides a level of decentralization that is completely unparalleled." "Ethereum has done a little bit, and then it's a quick drop-off in terms of true decentralization for the rest of the coins. It's probably going to be more centralized than we like, not as centralized as the past. And the chains are still fighting it out on tech."

The Wolf Of All Streets

35,402 Aufrufe • vor 19 Tagen

.Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t taking a side yet on EIP-8363: “Are we over rewarding the cost of security? And is it unfairly burdening those who aren’t staking? I think it’s a fair question.” “I think that it is unknown where the optimization curve is.” “On the flip side, I understand the argument that there’s the risk of a lot of unintended consequences and volatility.” “If there was no yield on Ethereum, there’s still plenty of ways to generate yield.”

.Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t taking a side yet on EIP-8363: “Are we over rewarding the cost of security? And is it unfairly burdening those who aren’t staking? I think it’s a fair question.” “I think that it is unknown where the optimization curve is.” “On the flip side, I understand the argument that there’s the risk of a lot of unintended consequences and volatility.” “If there was no yield on Ethereum, there’s still plenty of ways to generate yield.”

Bankless

46,693 Aufrufe • vor 28 Tagen

The golden age of jewish power is over and at the same time their propaganda empire is crumbling. Cohencidence? I think not

The golden age of jewish power is over and at the same time their propaganda empire is crumbling. Cohencidence? I think not

Doochebag

50,176 Aufrufe • vor 5 Monaten

Labaron Philon is the rare combo of talent meets insane levels of confidence He thinks he is the best player in the world and will ride that wave to an early first round selection most likely in the NBA Draft

Labaron Philon is the rare combo of talent meets insane levels of confidence He thinks he is the best player in the world and will ride that wave to an early first round selection most likely in the NBA Draft

Hoop Herald

116,018 Aufrufe • vor 6 Monaten

Electric Capital co-founder Avichal Garg: Ethereum is a programmable store of value “I think the right frame is that Bitcoin is an existence proof. Ethereum is perhaps the second example of an internet-native store of value. It just has different properties and is useful in its own way.” “The fact that you can actually build on top of Ethereum — it’s a programmable store of value — is I think what’s really fascinating. In theory Bitcoin is programmable but it wasn’t really designed for that, and in many ways it’s sort of antithetical to the base layer: you don’t actually want it to change. That’s sort of the superpower of Bitcoin: you know what you’re getting. And that stability is really important.” “But with Ethereum you have stablecoins on it, and that’s where all the stablecoin volume is. And ultimately, if you look at where the global financial system will be built, I think it’s going to be built in the non-sovereign space. It will likely be built on top of Ethereum.”

Electric Capital co-founder Avichal Garg: Ethereum is a programmable store of value “I think the right frame is that Bitcoin is an existence proof. Ethereum is perhaps the second example of an internet-native store of value. It just has different properties and is useful in its own way.” “The fact that you can actually build on top of Ethereum — it’s a programmable store of value — is I think what’s really fascinating. In theory Bitcoin is programmable but it wasn’t really designed for that, and in many ways it’s sort of antithetical to the base layer: you don’t actually want it to change. That’s sort of the superpower of Bitcoin: you know what you’re getting. And that stability is really important.” “But with Ethereum you have stablecoins on it, and that’s where all the stablecoin volume is. And ultimately, if you look at where the global financial system will be built, I think it’s going to be built in the non-sovereign space. It will likely be built on top of Ethereum.”

Etherealize

14,901 Aufrufe • vor 2 Monaten

Rasmr explains why he decided to sell the rest of his hyperliquid:native "I was holding hyperliquid:native for way too long, I also can not get rid of the fact that hyperliquid:native might not win the regulatory" "Someone else that we don't even know yet will most likely beat hyperliquid:native and i just cant get over it, the risk is too high" "Also Hyper Liquid is not really growing as a product, I checked the revenues and its not growing at all"

Rasmr explains why he decided to sell the rest of his hyperliquid:native "I was holding hyperliquid:native for way too long, I also can not get rid of the fact that hyperliquid:native might not win the regulatory" "Someone else that we don't even know yet will most likely beat hyperliquid:native and i just cant get over it, the risk is too high" "Also Hyper Liquid is not really growing as a product, I checked the revenues and its not growing at all"

Vēnø

671,719 Aufrufe • vor 1 Monat

"'The Piano' (1993) offered me challenges that I never ever could've conjured up. And I do think 'The Piano' is the most original story that I've been involved in. And I just think that Jane Campion is one of the great directors." --- Holly Hunter

"'The Piano' (1993) offered me challenges that I never ever could've conjured up. And I do think 'The Piano' is the most original story that I've been involved in. And I just think that Jane Campion is one of the great directors." --- Holly Hunter

DepressedBergman

37,198 Aufrufe • vor 5 Monaten