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Since @lBattleRhino is publicly long $HYPE, I was interested in analyzing OI and revenue for @HyperliquidX vs @Lighter_xyz for 2 time periods:
1) 10/10 liquidation event to present
2) Lighter TGE on 12/30 to present
Data for analytics courtesy of @DefiLlama .csv:
Revenue & Open Interest (Oct 10, 2025 – Present)
💰Revenue: Hyperliquid consistently generates significantly higher revenue than Lighter (approx. 10x). Both protocols show variability, with a notable spike in activity in early January 2026.
🃏Open Interest: Hyperliquid maintains a dominant lead in Open Interest (~$7.6B vs ~$1.4B). Lighter's Open Interest has remained relatively stable but lower.
Post-TGE Trends (Dec 30, 2025 – Present)
💰Lighter TGE Impact: Following the Token Generation Event (TGE) on Dec 30, 2025, both protocols saw a sharp revenue increase on Jan 2, 2026.
🃏Divergence: While Hyperliquid's Open Interest continued to grow slightly (+2.9%) post-TGE, Lighter's Open Interest saw a minor decline (-1.9%).
Will continue to update this analysis as we have more data points further out from Lighter TGE. 🫡




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