⚡️I took a look, and the market generally holds hope for the opening valuation of @Lighter_xyz—

It is widely believed that 1 point = 70u is the fair value, with the actual cost of early point accumulation being between 1-3u, which should again be a single token A7 project!

Data from DeFiLlama shows that Lighter has already accumulated approximately 32.33 million dollars in WETH value on the spot side, and it also leads similar DEXs in on-chain RWA.

Therefore, some voices suggest that Lighter and Hyperliquid are not the same type of product, and as a large distribution channel, it should have a higher valuation ceiling. The given valuation ranges are for reference only—

📌 Bear Market Range (1.5 billion – 4.2 billion dollars FDV)

If the price fluctuates after TGE, it can be seen as an "opportunity range." Because TVL and trading volume are factual, but FDV will not be overly exaggerated.

📌 Benchmark Range (4.2 billion – 7.5 billion dollars FDV)

If Lighter can stabilize TVL and continue to operate at a leading scale, this range can be seen as fair value. Additionally, the subsequent roadmap for RWA, spot expansion, etc., will raise the ceiling.

📌 Bull Market Range (7.5 billion – 12.5 billion dollars+ FDV)

This is a range where "the catalyst has become consensus." If achieved, it means that the momentum of RWA can no longer be ignored, and the distribution narrative will become mainstream.

I feel a bit optimistic; the price after TGE may repeatedly negotiate around the "lower edge of the benchmark range," and cutting the valuation by a third seems more reasonable?

How many points do you all have? Hurry up and tell me so I can be envious!

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