sotc

the sotc experiment is now complete, thank you all for participating may you have a wonderful 2026

sotc will be paused for the time being. Lighter point markets are no longer transacting as there are now sufficient premarkets in place (Hyperliquid, Hyena, Extended, etc.). For existing deals, we'll be working together to ensure smooth success on TGE day. Thank you all for your support! It's been quite an experience. Toodles till then for sotc, and all the best for Lighter TGE everyone!

Lighter Points Best bid: $300k @ 80 Best ask: $126k @ 84 (pending fill) Fills 8 Dec: 1000 points @ $80 per, notional: $80k 9 Dec: 625 points @ $80 per, notional: $50k 13 Dec: 12,500 points @ $80 per, notional: $1.0M *min trade size now is now entirely discretionary basis *the focus is really on smooth TGE execution over new deal flow

Lighter Points Best bid: $1.000m @ 80 Best ask: $62.3k @ 90 *min trade size now $75k notional / discretionary basis. The focus is on smooth TGE execution over new deal flow *when DM’ing, please include what you’re looking for in your first message! I will skip messages that just say “hi” or "hey" *prices are already shown above, so please avoid asking “what’s the best price”

Lighter Points Best bid: $50.1k @ 77 Best ask: $62.3k @ 90 *trades are from 1st Dec, just fully filled Filled: 674 points @ $83 per, notional: $55.9k Filled: 500 points @ $80 per, notional: $40.k

Lighter Points Best bid: $56.0k @ 82 Best ask: $85.0k @ 85 Filled: Nov 25, 1315 points @ $76 per, notional: $100.0k

Lighter Points Best bid: $1.00m @ 80 Best ask: $87.0k @ 87

Lighter Points Best bid: $99.9k @ 82.5 Best ask: $87.0k @ 87 *refer a few messages up for the full orderbook *min trade size: 500 points *point prices are fairly floored at 2.8b-3.2b *point volume, in my opinion, has been more of a function of market's ability to post collateral, which has been low after 10/10 *when DMing, please state your need directly in the first message - due to message volume, i will be skipping “hi” messages with no context

Lighter Points Best bid: $1.000m @ 83 Best ask: $62.3k @ 90 12 Nov Filled: 1142 points @ $87.5 per, notional: $99.9k

Lighter Points Best bid: $1.000m @ 83 Best ask: $62.3k @ 90

LIGHTER RAISES $68M AT $1.5B VALUATION LED BY FOUNDERS FUND AND RIBBIT CAPITAL: FORTUNE Link

Lighter Points Best bid: $300.2k @ 85 Best ask: $135.0k @ 90 4th Nov Filled: 500 points @ $86 per, notional: $43.k 6th Nov Filled: 1169 points @ $85.5 per, notional: $99.9k Filled: 331 points @ $86 per, notional: $28.5k (exception for min size) Filled: 1000 points @ $89 per, notional: $89.k

Lighter Points Best bid: $300.2k @ 85 Best ask: $270.0k @ 90 color *otc has slowed down after 10/10 as people have less collateral to trade otc with *appetite on bid side has actually been thickening but buyers are in no hurry to cross into the asks

Lighter Points Best bid: $50.2k @ 85 Best ask: $135.0k @ 90 Filled: Oct 29th, 1666 points @ $90 per, notional: $149.9k

Lighter Points Best bid: $150k @ 90 Best ask: $285.0k @ 95

Lighter Points Best bid: $50.0k @ 85 Best ask: $285.0k @ 95 Filled: Oct 21st, 2,000 points @ $90 per, notional: $180.0k

Lighter Points Best bid: $250.0k @ 83.5 Best ask: $475.0k @ 95 18 Oct Fills 500 points @ $90 per, notional: $45.k 550 points @ $91 per, notional: $50.1k 500 points @ $99 per, notional: $49.5k

Lighter Points best bid: $151k @ 75.5 best ask: $49.5k @ 99 Filled: 625 points @ $80 per, notional: $50.0k Filled: 3030 points @ $89 per, notional: $269.7k Filled: 613 points @ $90 per, notional: $55.2k Filled: 1000 points @ $95 per, notional: $95.0k Filled: 1500 points @ $95 per, notional: $142.5k Filled: 2040 points @ $98 per, notional: $199.9k

Lighter Points best bid: $225k @ 75 best ask: $269.7k @ 89 Filled: 470 points @ $72 per, notional: $33.8k (one off exception on minimum size*) Filled: 894 points @ $73 per, notional: $65.3k