Lighter's real bull case is stocks + perps inside Robinhood as a result of partnering with Robinhood.
“They confirmed Lighter is their official perps partner, integrated directly into the Robinhood wallet.
They talked about stock tokens available in 120 jurisdictions.
They added: ‘We will be deepening our collaboration with Lighter over time.’
Longer term, the best case is trading stock tokens and stock perps directly in Robinhood.
That creates the first fully internal spot-and-perp basis trade for single-name stocks.
This adds capital efficiency and liquidity.
That is the mega bull case for Lighter and ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2”