matt (@mattbcapital) / X

matt

2,554 posts

matt

@mattbcapital

part time engineer, full time degen

Joined November 2016

Pinned
matt
@mattbcapital
May 14
Every time Hyperliquid makes an announcement, the price action shows that there were very few / no insiders. It’s incredible how they are able to maintain a tight knit circle of trust.
Hyperliquid
@HyperliquidX
May 14
Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this
49K
matt
@mattbcapital
Sep 15, 2025
I can confirm (through a reputable source) that this sale was completed and collateral was provided by both parties. The reason that there are no funds reflected in the @LighterOTC multisig is because it was escrowed by a third party who was trusted by the buyer and seller.
91K
matt
@mattbcapital
Nov 10, 2025
The Co-Founder of Solana just tried to FUD @Lighter_xyz then deleted his post and apologized for being wrong and you’re STILL bearish?
toly 🇺🇸
@toly
Nov 10, 2025
My mistake. It does prove all the sigs. Pretty cool. Cunningham’s law strikes again.
26K
matt
@mattbcapital
Oct 11, 2025
All noise aside, let’s take a look at the basic metrics from yesterday to today: 1. @HyperliquidX -TVL decreased by 21% (5.8B > 4.6B) -OI down 58% (15B>6.2B) 2. @Lighter_xyz -TVL decreased by 16% (1.2B > 1.0B) -OI down 41% (2.2B>1.3B) Not bad for Lighter considering the FUD.
31K
matt
@mattbcapital
Jun 25, 2025
What’s the next best perps DEX behind HL and Lighter? 1. @HyperliquidX 2. @Lighter_xyz 3. ???
26K
matt
@mattbcapital
Nov 2, 2025
Vlad continues to drop hints that the Lighter meme coin might be called $LIGER. In recent public appearances, Vlad said that spot would launch either the last week of October or the first week of November. Let’s see what happens this week.
43K
matt
@mattbcapital
Nov 12, 2025
Almost 7 months later, let’s take another look at @Cbb0fe’s awful take on Lighter: -“Pts programs”: $1M bid @ $83/pt -“VCs”: backed by FF, and Robinhood -“Tech buzz words”: zk tech is fair, secure, and easily composable -“Pumping metrics”: organically increasing TVL, OI, and rev
CBB
@Cbb0fe
Apr 19, 2025
Perp platforms like @Lighter_xyz doing points program, funded by VCs, using tech buzz words no one cares about and pumping their metrics with wash trading are a pathetic attempt at reproducing Hyperliquid unique success.
43K
matt
@mattbcapital
Sep 22, 2025
Had a great time at the @Lighter_xyz KBW event last night! Fantastic turnout at the event which makes me even more bullish for the future. Thanks to the team, @aquiahoramism0 @IPALAU1, and @hansolar21 for hosting. 🕯️
16K
matt
@mattbcapital
Oct 1, 2025
Along with their public launch, @Lighter_xyz just quietly flexed their stacked list of investors: @foundersfund @dragonfly_xyz @HaunVentures @robotventures @a16z @lightspeedvp @A_StarVC @coatuemgmt @CRV @AbstractVC @svangel @8vc
15K
matt
@mattbcapital
Oct 15, 2025
There were two smaller DEXes that seemed to perform well during the flash-crash: 1. @pacifica_fi 2. @variational_io Both platforms had/have: -no downtime, functioned normally -good communication -great teams (got to meet both at KBW) -solid UI/UX Any other DEXes to watch?
9K
matt
@mattbcapital
Oct 18, 2025
Lighter has released details about the pts program here: docs.lighter.xyz/points-program See below for the retail criteria. In summary, you should: -Trade volume on less popular pairs -Keep positions open -Pay and/or collect funding -Try to keep a positive PnL -Don’t force liquidations
10K
matt
@mattbcapital
Oct 16, 2025
The highlight from @vnovakovski’s appearance on @notthreadguy was when @chang_defi asked if Vlad is concerned that Lighter isn’t valued as an L1, to which he responded: “Isn’t the L1 premium just something that some VCs made up at a cocktail party?”
11K
matt
@mattbcapital
Sep 29, 2025
Remember that @HyperliquidX saw steady growth, then had a massive TVL spike right after TGE (+100% in 3 weeks). I wonder what’s going to happen when @Lighter_xyz launches their native token in December.
9.9K
matt
@mattbcapital
Sep 27, 2025
Don’t forget that a “special drop” related to $PROVE (@SuccinctLabs) is coming to @Lighter_xyz once spot launches. The message below was shown in early August. Eligibility is unknown but could be proportionate to $PROVE perps trading activity and/or all trading activity.
9.8K