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Feb 06
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AVOID
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Thread Guy
Crypto Commentator / Streamer
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ThreadGuy states the "Lighter/HYPE" chart is terrible. He compares Lighter’s model to Robinhood (Payment for Order Flow/bad execution) versus Hyperliquid’s upfront fee model. He admits he got "destroyed" trying to long Lighter. Competitive Disadvantage. In a market valuing real yield and revenue (HYPE), a competitor with a perceived inferior economic model and weaker price action is a "value trap." Capital is concentrating in the winner (HYPE). AVOID (or rotate into HYPE). Lighter could have a relief bounce, but the structural trend is lower vs. HYPE. |
Thread Guy
It’s NOT over!? Crypto is bouncing? - Market ...
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