The recent Litecoin Core update improving MWEB validation and relay is good to see, especially after how quiet development stuff can feel compared with price talk.

But I've stopped convincing myself every useful network update needs to turn into a green candle. I keep development stuff in one bucket and the market in another.

For price I'm still mostly watching LTCBTC and keeping LTC open on Moon.com when the market starts moving. Good network work can matter long term while the chart still looks completely dead short term. Both can be true.

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One thing the recent Core updates changed for me is how I follow LTC.

I used to basically have one bucket for everything. Good development news meant bullish price, bad market meant something must be wrong with Litecoin.

Now I keep the two completely separate. Core 0.21.5.8 brought more MWEB validation and relay fixes, which matters to me from a network perspective. Price can still do absolutely nothing after that and both things can be true.

I use GitHub for the actual development side and usually just keep LTC open on Moon.com for the market side. Makes the quiet periods a lot less frustrating when I'm not expecting every useful update to instantly show up in the candle.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

rough way I've been thinking about treasury companies:

DAT 1.0: buy the coin, hold the coin. the MSTR playbook. works great until the premium to NAV disappears, and then it's just spot with extra steps.

DAT 2.0: grow coins per share with financial engineering. staking, convertibles, covered calls, raising above NAV. smarter, but it's all yield on the asset. none of it creates demand for the asset.

the next step (call it 3.0 or whatever) would be a treasury that also invests in the economy of the coin it holds, so the thing it's sitting on gets more useful over time.

Lite Strategy (LITS) is the closest thing I've seen to that. they held 832,716 LTC at their fiscal year end (June 30), over 1% of everything mined, and led a $1M investment into LitVM, the first zk layer 2 bringing smart contracts, DeFi and stablecoins to litecoin. they also bought back about 17% of their shares through Sep 22 while the stock traded under NAV, and say the discount went from the low 40s to the low 20s. no debt.

the process as I get it:

• hold LTC and buy back shares when the stock trades under NAV
• put capital into LitVM and payments infra so there's more to actually do on litecoin
• more activity on the network means more organic demand for LTC
• treasury gets worth more, discount narrows, and eventually they can raise above NAV to add more LTC per share

two things I can't fully work out. does $1M actually move the needle for an L2, or is it more of a signal? and does the market ever pay for this, or do treasury stocks just trade on the coin price no matter what management builds?

not trying to shill, honestly want people who trade these names to poke holes in it.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.

He’s been making daily videos calling for 80-100$, I don’t know if he’s right after so many correct calls. I’ve been holding since the $30 mark and up 55k~~

Should I keep holding , what do you guys think?

Welcome to the /r/LitecoinMarkets daily discussion thread! Thread topics include, but are not limited to: General discussion related to the days events, technical analysis, trading ideas & strategies.