Regarding the project $LIGHT , I have some thoughts to discuss.
To be honest, its direction is good—AI combined with content distribution in this sector is indeed imaginative, but the current situation is that the project is still very young, and the truly usable products and ecosystem have not been established. The current increase is more driven by speculation and market sentiment.
Looking at the token itself, the market cap is not large, liquidity is just okay, and the addresses holding the tokens are highly concentrated. What does this mean? When the main players make a move, it can rise quickly in the short term, but it can also drop harshly. This is a typical small-cap characteristic, which makes it easy to be controlled by market rhythms.
Comparing with leading projects in the same sector like Lens and DeSo, LIGHT has a significant gap in product completeness and user base. The other two have already demonstrated some real application scenarios, while LIGHT is still mainly supported by the narrative, and this gap cannot be bridged in just a day or two.
Moving forward, focus on a few key things: can we really launch usable content tools or AI applications? Are there any new mainstream exchanges willing to go live and cooperate deeply? Can the funding enthusiasm be sustained? These all relate to the future direction.
If I had to say how to view it, my thought is to hold light positions and trade short-term, without chasing at the highest point. If you really want to hold a medium to long-term position, you must see the product truly implemented; otherwise, the volatility risk and potential returns are simply not proportional, and it’s not worth it.
