0xSun
0xSun|Jan 06, 2026 13:16
In my previous tweet, I mentioned that my judgment on the opening of Lighter is that the most likely trend is a drop caused by airdrop selling pressure, followed by a gradual bottoming out and rebound. Currently, it seems that LIT basically fits this situation. I myself hedged at $3.34 and flattened the hedging order at an average price of 2.3. Unfortunately, I had expected the selling pressure at that time, combined with the overall market situation and FUD on Twitter, to give me a chance to buy at a price below 2, but the lowest was only 2.25, and I was unable to establish a large position. Also, to summarize my airdrop, it mainly comes from three parts: The first part was done by friends at the end of June. At that time, the cost was 6~8u. When I started scrolling, I found that everyone's cost was 2~3u, and I thought it was too expensive. So I spent two weeks scrolling and stopped, which was regrettable. In the end, I made a profit of about 300000 u. The second part started in November, when Lighter's certainty was already very strong. At that time, I was researching Vibe Coding and used AI to write a random hedging trading script, dividing it into two batches. Luckily, the batch with a larger amount was not witches, while the second batch with a smaller amount and a later start was actually witches. At the beginning, when the script was not very complete, the cost was about 20u per coin, which was relatively high. However, considering that there were already 60-80u transactions outside the market, I thought it was still worth brushing. So I continuously optimized the script and continued to brush until the last week before TGE. Finally, I spent 82301u and obtained 186204 tokens. The third part is the airdrop obtained from my regular trading account, which is 120853. The PnL in Figure 2 includes the airdrop value, so the actual profit and loss of the transaction should be around 500000 U. There is a small incident here, that is, when I placed an order, I accidentally opened a 1M SOL empty order to a 10M SOL empty order, and happened to encounter a rebound, which to some extent affected the trading rhythm of my account. Overall, since the time of entering the market to earn points is considered mid to late stage, I am satisfied with the results I achieved on Lighter. The only regret is that I missed the opportunity to buy at a low price after the opening, which should have been my biggest source of profit. Thank you very much to Snow @ now949494 for repeatedly mentioning her confidence in Lighter in private chats with me. Recently, I still haven't had a clear judgment on the overall market, nor have I made trades with large positions. I only occasionally short some junk coins that I feel are overvalued, and buy some value coins with confidence to get the next round. I will continue to patiently wait for opportunities with strong certainty.
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