• The lighter DEX launches LIT tokens with a 50/50 cut up between ecosystem and insiders.
• Groups and buyers face a one-year cliff adopted by a three-year vesting schedule.
• Polymarket merchants wager greater than $70 million on LIT’s totally diluted valuation.

Lighter, a perpetually decentralized alternate, sparked combined reactions after asserting tokenomics for Lighter Infrastructure Token (LIT). The protocol cut up the allocation evenly, with 50% put aside for the ecosystem and 50% going to the staff and buyers. This distribution construction has sparked debate throughout the decentralized finance group.

The protocol distributed 25% of the full provide of LIT via airdrops linked to the primary two factors seasons all through 2025. This system generated 12.5 million factors, which have been transformed into LIT tokens and distributed to eligible customers at launch. The remaining 25% of the ecosystem allocation can be reserved for future factors seasons, partnerships, and development incentives.

Workforce and investor allocations are topic to strict vesting circumstances

The staff will obtain 26% of the full provide and the buyers will obtain 24%. Each teams face a one-year unlock cliff, with that preliminary interval adopted by three years of linear vesting. “The staff and buyers all have one yr of unlocking adopted by three years of linear vesting,” Reiter stated within the announcement.

The choice to allocate 50% of provide to insiders divided opinion on social media platforms. Some group members reward the transparency of token distribution particulars. Others questioned whether or not such massive insider allocations would assist long-term ecosystem well being, labeling the 50-50 cut up “wild.”

Prediction markets present excessive valuation expectations

Hypothesis about LIT’s launch has unfold past social media to prediction markets. Polymarket merchants wager greater than $70 million on the place LIT’s totally diluted valuation would land the day after its launch. The market has virtually actually priced in LIT to exceed FDV by not less than $1 billion.

Supply: Polymarket knowledge on Lighter FDV

Confidence in forecasts past the $2 billion and $3 billion valuation vary decreased. Merchants seem like much less sure whether or not the token will attain greater FDV ranges instantly after launch.

LIT at present has a totally diluted valuation of $2.73 billion and a market capitalization of roughly $684 million, in line with CoinGecko knowledge. On the time of writing, the token is buying and selling at round $2.74. This pushes the precise valuation above $2 billion, the brink at which prediction market confidence begins to say no.

The distinction between market cap and FDV represents solely 25% of the full provide at present in circulation, which is in keeping with the airdrop distribution map. The remaining tokens will stay locked in line with the vesting schedule or reserved for future ecosystem applications.

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