The Rollup(@therollupco):Great product, bad investment. Kyle Reidhead explains the framework that keeps him out of Lighter despite his analysts being bullish: "Milk Road Pro analysts were quite bullish on Lighter, growing, doing well. The problem: FDV is so much higher than the market cap. A lot of dilution to come." "We've seen how you get burned on that so many times. Great product, not necessarily a great asset today. Not super interesting from a token perspective. "That's why I haven't bought anything outside of HYPE."

The Rollup

@therollupco

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The Rollup@therollupco

2026.05.31 20:00

Great product, bad investment. Kyle Reidhead explains the framework that keeps him out of Lighter despite his analysts being bullish: "Milk Road Pro analysts were quite bullish on Lighter, growing, doing well. The problem: FDV is so much higher than the market cap. A lot of dilution to come." "We've seen how you get burned on that so many times. Great product, not necessarily a great asset today. Not super interesting from a token perspective. "That's why I haven't bought anything outside of HYPE."