Lighter’s LIT tokenomics divide DeFi as Polymarket bets surge
Lighter, a fast-growing perpetual decentralized exchange (DEX), released the tokenomics for its Lighter Infrastructure Token (LIT), drawing mixed responses across decentralized finance (DeFi). The model allocates 50% of LIT’s supply to the ecosystem and 50% to the team and investors, with a one-year cliff followed by a multi-year vesting schedule.
As part of the launch, Lighter said it distributed 25% of total LIT supply via an airdrop connected to its first two points seasons, which ran throughout 2025. The program generated 12.5 million points that were converted to LIT and delivered to eligible participants at launch. The remaining 25% of the ecosystem allocation is earmarked for future points seasons, partnerships, and growth incentives.
Lighter added that team and investor allocations carry a 1-year unlock and 3-year linear vesting thereafter, with 26% designated for the team and 24% for investors.
DefiLlama data indicates that Lighter ranks among the leading perpetuals DEXs, recording nearly $200 billion in trading volume over the past 30 days and outpacing platforms such as Hyperliquid and Aster.
Top five perpetuals DEXs by 30-day volume. Source: DefiLlama
Social media reaction and whale positioning
Reaction to the 50% allocation for team and investors was divided on X. Critics, like some community members argued the split is high for a DeFi-native project and warned that insider-heavy structures can trigger post-launch sell pressure. Others, such as ProMint_X, said substantial investor support is often required for infrastructure-scale initiatives and noted that extended vesting could reduce immediate downside risk. Another community member, DuskUnzzz, described the design as “clean,” citing community alignment and token utility.
Community members complaining about LIT tokenomics. Source: X
Onchain Lens, a blockchain analytics account, highlighted multiple whales initiating leveraged short positions on LIT shortly after the announcement, deploying millions to bet against the token. The account also flagged a previously dormant address that increased a large long position despite being in unrealized losses, indicating longer-term conviction rather than short-term trading.
Polymarket traders wager over $70 million on LIT’s initial FDV
Interest extended to prediction markets, where Polymarket participants bet over $70 million on LIT’s fully diluted valuation (FDV) one day after launch. Market odds implied near certainty that FDV would exceed $1 billion, with lower confidence for levels above $2 billion and $3 billion.
At the time of writing, CoinGecko reported LIT’s FDV at $2.8 billion, with a market capitalization of about $700 million.
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