X @Messari
Messari·2026-02-04 19:18
New Enterprise Research: A Valuation of @Lighter_xyz@degenerate_defi models the bull, base, and bear case for $LITStablecoin Intern (@Degenerate_DeFi):1/ A Valuation of Lighter (LIT)Key insights from my latest Messari reportUnder our base case, $LIT currently trades at a 33% discount, but with favorable tailwinds, it could rerate to a $26 billion FDV.Let’s break it down 🧵 https://t.co/mQ4VlRKgCk ...