The $24M Liquidity Bet: Why Lighter Awarded Jump Crypto Nearly 1% of its Supply

In the world of decentralized exchanges, liquidity is the only moat that matters. On December 31, 2025, on-chain data revealed that Jump Crypto received 9,284,890 $LIT tokens—a staggering $24.2 million reward for their market-making services on the Lighter platform.

Why the massive payout?
Lighter is currently in a fierce "volume war" with platforms like Hyperliquid and Aster. To win, it needs institutional-grade execution. Jump Crypto, a veteran in both TradFi and Crypto, has been providing this service since mid-November.

The Fee Structure Breakdown:

Total Incentive: 9.28M LIT (~$24.2M).

Direct Rewards: 323,956 LIT were distributed to newly created wallets, likely representing the performance-based "fees" or "kickbacks" for Jump’s HFT (High-Frequency Trading) activity.

Ownership: Jump now holds nearly 3.72% of the circulating LIT supply, aligning their long-term interests with the protocol’s stability.

The Bottom Line: Lighter is paying a premium for a "CEX-like" experience. If Jump can keep slippage near zero, Lighter could become the dominant perpetuals hub of 2026.

Is paying market makers in tokens a sustainable growth strategy, or does it create a "dump" risk later? Tell us your thoughts below!

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