The LIT digital asset experienced a 10% rally this February 12, 2026, driven by the announcement of a Circle revenue-sharing agreement involving $920 million in USDC. According to official reports from Circle and Lighter, the alliance would allow Lighter to generate recurring interest to strengthen its yield programs and internal liquidity levels.
The conditions of this negotiation suggest that the income derived from USDC reserves on the Lighter platform will be distributed between both entities, raising the price of the LIT token to $1.46 during the early hours of the session. This financial move represents an efficient capital strategy to build an engine of returns that are sustainable for all active platform users.
Liquidity strategy through the utilization of stable assets in Lighter
Without the need to issue a proprietary stablecoin, the protocol seeks to use this interest income flow to fund funding rate rebate programs on a constant basis. By building on Circle’s previous models, the structure aims to consolidate a predictable source of capital that helps deepen the available liquidity levels within its decentralized perpetual trading ecosystem.
Despite the initial optimism, the investment community maintains a cautious approach due to persistent doubts about project transparency and the institutional management of its resources. In previous months, suspicious movements of approximately 2.7 million LIT tokens from wallets directly linked to the team were reported, which raised reasonable doubts regarding the management of token allocations over the long term.
Therefore, the relevance of this milestone lies in its ability to restore trust and professionalize the operations of this Defi platform, proving that it is possible to attract financial sector giants. While the capital inflow is significant, the validation of the exact contract terms by official spokespersons will be essential to guarantee the safety of all potential investors.
How will this agreement impact the future stability of the LIT token?
Regarding the market reaction, the successful implementation of this agreement could provide a highly predictable revenue channel, strengthening the internal economy of the asset against sector volatility. Thus, monitoring USDC flows into smart contracts will become an essential early indicator to verify the actual execution of the agreement and its commercial impact.
Furthermore, investors and compliance teams must remain attentive to official disclosures detailing the mechanics of the split, prioritizing clarity in reserve management and regulatory compliance. Likewise, greater transparency regarding vesting periods will be decisive for the market to treat this revenue stream as a consolidated reality for the sustainable growth of the protocol.
Looking ahead, market participants’ attention will focus on official announcements that ratify the benefit distribution percentages originally agreed upon between both financial firms. The confirmation of these terms, coupled with more open communication regarding project governance, could position Lighter as a benchmark in operational efficiency within the digital asset market during the coming year.
On the other hand, the evolution of market depth and the success of incentives will depend directly on the fluidity with which these funds are integrated into operations. Nevertheless, scrutiny of on-chain evidence will remain a critical factor in determining whether this bullish momentum succeeds in becoming a structural growth trend for the platform and its global users.
