Quantzilla
@Quantzilla34
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Week 20 recap: $400M volume again (not sure why I am always on that ) (#4 or 5 not sure ) 23k points With onboarding more mm , gaining xp is more challange, but it is promisnig for project and community.
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Conclusion: The Solo Quant Opportunity Lighter (and DEXs in general) currently offers a more accessible environment for Market Making. While Binance provides a 0.5 bps maker rebate at its highest tier, reaching the volume required for that level is nearly impossible even for
I analyzed orderbook updates from Binance vs Lighter DEX 67,520 vs 6,011 messages over 7 minutes BTC/USDT books , same time window
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Binance: high throughput, 97% noise, tight spread, 11ms price window Lighter: clean signal, 98% price changes, wide spread, 57ms window
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How long does best bid/ask last? Binance median: 11ms Lighter median: 57ms 5x longer execution window on Lighter Average spread: - Binance: 0.01 bps - Lighter: 1.44 bps Wider spread + stable prices = actual MM opportunity But, I think this is because of order
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Raw message speed: - Binance: 166 msg/sec - Lighter: 15 msg/sec Binance sends 11x more updates But 97% of Binance messages are qty-only changes Only 3% contain actual price movements Real price discovery rate: - Binance: 4.2/sec - Lighter: 14.5/sec Lighter has 3.4x
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I analyzed orderbook updates from Binance vs Lighter DEX 67,520 vs 6,011 messages over 7 minutes BTC/USDT books , same time window
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“0 fee exchange” is mostly marketing. You pay it via spread Example (all-in execution cost ): Retail taker / MM maker • Lighter: retail 0 + maker +0.2 bps ⇒ 0.2 bps • Extended: retail +2.0 bps + maker rebate −1.75 bps ⇒ 0.25 bps Retail maker / MM taker • Lighter: retail
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He’s not managing the treasury. Just a manipulator and he’ll likely end up as another failed trader.
Saylor price predictions be like: $150k EOY (impossible) $1M (maybe) $20M (who cares we'll all be dead) this is what happens when your company treasury is 100% leveraged into one asset hopium becomes the business model
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need Gilfoyle for quant team.
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Another lighter night
Another 70M volume with the same strategy and similar trades. I’m starting to think there’s a guy manually assigning points to wallets however he feels like.
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Lowest fee ? Are you drunk
> be Hyperliquid > dominate 80% of perp DEX market > best UI, lowest fees, zero downtime during crashes > everyone says you're untouchable > decide to become AWS for liquidity instead of chasing retail > pivot from B2C to B2B infra play, no mobile app even > market share drops
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To long btc you need to spend 10% yearly funding. To short, you earn about same amount. With extended vault token, you can earn nearly that amount yearly and it means you can hold long free and earn 20 with short. Also grvt give about 10% funding for your balance until 100k
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Can't wait to stake all my Extended tokens.
@Quantzilla34 You're gonna stake your tokens, right? Right??? Right?
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Seeing the DEX/CEX volume ratio everywhere, but how do we know how much of it is wash trading? (I know many CEXs have most of their volume from wash trading, but probably DEXs too)
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Another 70M volume with the same strategy and similar trades. I’m starting to think there’s a guy manually assigning points to wallets however he feels like.
Just with 70m volume... still no idea about what is worth for point
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