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Intense Debate Surrounding Lighter TGE: Timing and Long-Term Positioning Spark Disagreement
Summary: Lighter has sparked intense discussions in the crypto community regarding its Token Generation Event (TGE) timing, potential relationship with Coinbase, and long-term competitiveness compared to Hyperliquid, leading to divergent market views. Some believe that betting on LIGHTER / LIT is essentially a bet on Lighter's ability to form deep synergies with Coinbase, Robinhood, mainstream VCs, ...
Lighter has sparked intense discussions in the crypto community regarding its Token Generation Event (TGE) timing, potential relationship with Coinbase, and long-term competitiveness compared to Hyperliquid, leading to divergent market views. Some believe that betting on LIGHTER / LIT is essentially a bet on Lighter's ability to form deep synergies with Coinbase, Robinhood, mainstream VCs, and liquidity funds to gain compliance and channel advantages. However, skeptics point out differences in the long-term narratives of LIGHTER and HYPE, with concerns about Lighter's smaller potential TAM due to its lack of ecosystem-level expansion space. The market is divided on whether Lighter's airdrop will occur this year, with some citing witch address cleaning and abnormal trading signals in the prediction market.
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