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Thread Guy

Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.

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Thread GuyEN · 45 min

AI Traders, Legal Perps & Tokenized Stocks - Lighter Founder Vlad Novakovski

Thread GuyVlad Novakovski

Lighter’s unified balance would let spot, perps, and options share collateral, extending multi-asset access beyond hedge funds while AI expands research bandwidth without replacing judgment.Tokenized spot trails perps because it requires inventory, custody, issuers, and regulatory answers despite a “tens of trillions of dollars” opportunity.Execution now hinges on licensing, options, agent tools, and LIT value transfer.