Lightspeed

Tokenizing Private Markets: Inside the Rise of PreStocks | Xavier Ekkel

Fri, 24 Apr 2026 13:00:00 -0000

Gm! In this episode, we’re joined by Xavier Ekkel, Founder of PreStocks, to explore the rise of PreStocks and tokenized access to private equity. We cover pricing and liquidity dynamics, Solana’s role in distribution, retail participation, onchain price discovery, IPO transitions, and the broader evolution of tokenized pre-IPO markets.

Enjoy!

Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:33) PreStocks' Background

(6:02) How PreStocks Are Priced

(14:59) Why Solana and Why Retail

(24:43) Price Discovery to IPO

(35:01) Which Private Names Matter?

(40:14) Distribution and Next Steps

(46:30) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

The KelpDAO Hack and DeFi’s Stress Test | Ian Unsworth

Wed, 22 Apr 2026 18:17:00 -0000

Gm! In today’s episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research, to break down the KelpDAO hack and its impact on DeFi, from liquidity outflows to risk management. We also cover stablecoin yield strategies, Ethena’s backing model, Layer 2 risks like Scroll, and emerging infrastructure like DoubleZero Edge.

Enjoy!

Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:56) rsETH Hack

(11:40) Are DeFi Rates Worth It?

(19:45) Scroll’s Gas Price Controversy

(25:46) Ethena’s Backing and Yield Model

(38:48) Why DoubleZero Edge Matters

(45:39) Solana Value Capture Debate

(58:22) Where DoubleZero Goes Next

(1:00:55) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

DoubleZero Edge: Democratizing the Speed Advantage | Austin Federa

Thu, 16 Apr 2026 13:00:00 -0000

Gm! In this episode, we’re joined by Austin Federa, Co-Founder of DoubleZero, to discuss the network’s growth, its shift to Edge-based data monetization, and the role of high-speed data in trading. We also cover Solana’s roadmap, validator dynamics, DeFi fairness, and evolving Foundation strategy amid shifting regulatory and institutional conditions.

Enjoy!

Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:39) DoubleZero Growth Update

(3:41) Why Edge Changes Revenue

(6:48) Why APIs Are Too Slow

(9:22) How Shreds Create Alpha

(16:13) Can DeFi Be Fair?

(20:07) Alpenglow and Constellation

(28:58) What Comes Next?

(31:01) Solana Foundation’s New Playbook

(35:02) Where Foundations Should Compete

(46:51) Edge Launch Timeline

(47:46) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

How Institutions Are Moving Onchain | Catherine Gu

Tue, 14 Apr 2026 14:16:00 -0000

Gm! In today’s episode, we’re joined by Catherine Gu, Head of Product, Digital Assets at Solana, to discuss her transition from Visa to Solana, the institutional adoption of blockchain, tokenization, payments infrastructure, and developer platforms. We also cover privacy and compliance challenges, onchain metrics, liquidity dynamics, and Solana’s vision for internet capital markets.
Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:31) Catherine's Crypto Journey

(8:45) Why Solana Now

(12:05) Solana Developer Platform

(17:00) Privacy for Institutions

(21:23) KYC and Attestations

(27:50) Better Onchain Metrics

(31:42) Solana’s Liquidity Pitch

(35:35) Institutional Adoption Inflection

(40:12) Internet Capital Markets

(44:30) Memecoins, Brand, and Growth

(49:25) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Titan's Solution to Onchain Pricing | defipancakes

Thu, 09 Apr 2026 13:00:00 -0000

Gm! In today’s episode, we’re joined by defipancakes, Co-Founder and CTO of Titan, to discuss a major social engineering exploit affecting Drift, broader DeFi security practices, and the Solana ecosystem’s response. We also explore Titan’s new Dart routing product, market structure trends, stablecoin and tokenized asset activity, and evolving competition in onchain trading and perps.

Enjoy!

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Follow Titan: https://x.com/Titan_Exchange

Follow defipancakes: https://x.com/defythepancake

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:12) Drift Hack Fallout

(4:28) Lessons From the Drift Hack

(10:27) Titan Launches Dart

(17:02) Conditional Liquidity Debate

(22:09) Stablecoin and New Asset Flow

(30:38) Onchain Routing’s Future

(36:23) Solana Foundation’s Role

(41:25) Phoenix vs. Bulk Perps

(50:34) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

The Institutional Shift Driving Crypto Forward

Thu, 02 Apr 2026 13:00:00 -0000

Gm! In today’s episode, we cover institutional crypto adoption, tokenization, and regulatory developments, along with Blockworks IR and disclosure frameworks. We also explore perpetual markets, product innovation, and trends across DeFi, neobanking, stablecoins, and DePIN as crypto and traditional finance continue to converge.

Enjoy!

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:59) Institutional Bull Market

(5:20) Perps Come to America?

(9:05) Why TTF Matters

(14:31) Blockworks IR Is Live

(19:30) What’s Real at DAS?

(28:13) Crypto Apps Become Neobanks

(35:50) DePIN Finally Scales

(42:26) What’s Crypto’s Next Game?

(44:41) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

The Future of DeFi Trading: Routers, Perps, and MCP | Eugene Chen

Tue, 31 Mar 2026 13:00:00 -0000

Gm! In this episode, Eugene Chen, CEO of Ellipsis Labs, joins us to break down Solana’s evolving market structure and the launch of Phoenix Perps. We explore onchain trading design, routing and sequencing challenges, MCP’s role, and how user behavior and incentives are shaping the future of DeFi.

Enjoy!

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:25) Solana Market Structure Shift

(8:07) Why Phoenix Perps Now

(21:16) Why Perps Need No Router

(29:39) What Solana Must Improve

(34:49) The Block Builder Problem

(43:24) Will DeFi Mimic TradFi?

(52:48) Phoenix Perps Launch Plans

(53:38) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Designing the Future of Payments Systems | Konstantin Richter & Tom Zschach

Thu, 26 Mar 2026 16:32:00 -0000

Gm! This episode features a panel from DAS New York with Konstantin Richter and Tom Zschach. The discussion covers traditional financial infrastructure, the integration of digital assets, and emerging concepts like agentic payments, along with regulatory gaps, system design challenges, and how SWIFT intersects with evolving crypto-based payment systems.
Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(4:08) What Are Agentic Payments?

(7:29) Machine Accountability

(12:23) Regulation Still Lags

(17:16) Do Rails Replace Swift?

(20:48) Crypto Needs Systems Design

(22:14) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Investor Relations in the Onchain Era

Tue, 24 Mar 2026 21:30:00 -0000

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.

As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model.

The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities.

Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

Making Privacy the Default | Kru & Cal

Tue, 24 Mar 2026 13:00:00 -0000

Gm! In today’s episode, we’re joined by Kru and Cal, co-founders of Umbra, to discuss building privacy infrastructure on Solana using MPC and zero-knowledge technologies. We cover product design, compliance, SDK integrations, and how privacy could drive institutional adoption and improve crypto usability.

Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:12) Founders' Backgrounds

(5:53) Why Privacy Matters Now

(7:38) What Umbra Is Building

(12:01) How Privacy Works

(15:57) Expansion and Regulation

(22:50) UX, Adoption, and Business Model

(26:32) Token and Roadmap

(32:07) Future of Privacy

(41:57) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

The Future of Digital Assets | Regulation, Value Accrual, and Token Design

Thu, 19 Mar 2026 13:00:00 -0000

Gm! In today’s round up we are joined by Noah Goldberg of Theia Capital to discuss new SEC guidance distinguishing digital commodities and securities, implications for token design and valuation, and evolving regulatory clarity. We also discuss token versus equity models, KYC tradeoffs, global market access, and whether the industry will shift toward tokenized equity or maintain diverse structures.

Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:00) SEC Framework

(6:35) Market Impact & Value Accrual

(13:47) Token Design & Tradeoffs

(18:25) Onchain Securities & Regulation

(23:50) Market Structure: Public vs. Private

(28:54) Early Tokenization

(37:28) Global Access & KYC

(48:42) Token Models & Endgame

(1:08:21) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Harmonic Fires Back in Solana’s Block Building Wars | Ben Coverston

Tue, 17 Mar 2026 13:00:00 -0000

Gm! In today’s episode we are joined by Harmonic CEO Ben Coverston to discuss his background in quantitative trading and transition to crypto, the evolution of DeFi on Solana, and Harmonic’s approach to block building and transaction scheduling. We also cover market structure debates, decentralization concerns, competition among block builders, and potential protocol changes like MCP and Alpenglow.

Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:14) Ben's Background

(9:34) The Temporal Ecosystem

(13:14) Inside Harmonic: Solana's New Block Builder

(22:37) Block Builder Wars & Criticism from Competitors

(29:26) Solana's Future Architecture

(50:07) The Future of DeFi Market Structure

(1:00:13) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

MetaDAO's Permissionless Launchpad

Thu, 12 Mar 2026 13:00:00 -0000

Gm! In today’s episode we discuss crypto market volatility amid geopolitical tensions and rising institutional interest reflected in Solana ETF inflows. We also discuss tokenized equities and the push toward 24/7 trading, before exploring MetaDAO’s evolving launchpad model, including permissionless fundraising, tokenholder protections, and challenges around launch cadence, incentives, and long-term platform sustainability.

Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(4:04) Solana ETF Inflows

(11:42) Tokenized Equities & Nasdaq Kraken

(18:01) MetaDAO & Ownership Tokens

(37:05) MetaDAO Business Model

(53:51) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Crypto’s Rebirth Moment | Tushar, Shayon and Spencer

Tue, 10 Mar 2026 13:00:00 -0000

Gm! In this episode we are joined by Tushar Jain, Shayon Sengupta and Spencer Applebaum from Multicoin Capital to discuss their updated crypto investment thesis, emphasizing blockchains as infrastructure for global financial markets. The conversation explores themes including stablecoin-driven fintech, DeFi integration with traditional apps, tokenized assets, credible neutrality in blockchains, venture opportunities, evolving crypto market cycles, and emerging application experimentation.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Multicoin: https://x.com/Multicoin

Follow Shayon: https://x.com/shayonsengupta?lang=en

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:39) Multicoin Update

(9:18) Multicoin’s New Crypto Thesis

(14:26) FinTech 4.0 & Stablecoins

(20:45) The DeFi Mullet Model

(25:02) Credibly Neutral Blockchains

(32:06) Where Multicoin Is Investing

(37:10) The Current Crypto Market

(42:46) Venture Opportunities in Crypto

(53:06) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Tokenized Equities, Kamino RWAs and zachXBT Investigation

Thu, 05 Mar 2026 14:00:00 -0000

Gm! In this episode, we discuss recent trends in the Solana ecosystem, including declining onchain revenue, continued inflows into Solana-related ETFs, and growth in tokenized equities. We also cover liquidity and structural challenges in onchain equity markets, RWA expansion on Kamino, and the Axiom insider trading controversy.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(3:17) Solana Monthly Update

(8:18) Tokenized Equities Explained

(20:11) Onchain Stock Liquidity

(24:16) RWAs on Kamino

(38:51) Axiom Insider Trading

(52:31) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Introducing: Inflection Point | The Crypto-TradFi Convergence

Thu, 05 Mar 2026 05:00:00 -0000

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy!

—

Inflection Point:

Apple 🎙️: https://bit.ly/3QKdX5a

Spotify 🎙️: https://bit.ly/3YhGJy3

YouTube 🎥: https://link.blockworks.co/46Cee2q

—

Follow Matt: ⁠⁠https://x.com/Matt_Hougan⁠⁠

Follow David: ⁠⁠https://x.com/dlawant⁠⁠

Follow Michael: ⁠⁠https://x.com/marcryptonio⁠⁠

Follow Marc: ⁠⁠https://x.com/marcarjoon⁠⁠

Follow Inflection Point: ⁠⁠https://x.com/BWInflection⁠⁠

Follow Blockworks: ⁠⁠https://x.com/Blockworks_⁠⁠

—

Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF!

⁠⁠https://blockworks.co/event/digital-asset-summit-nyc-2026⁠⁠

—

Timestamps

(00:00) Intro To Inflection Point

(06:48) The Convergence Between TradFi & Crypto

(22:20) Crypto's Biggest Advantages & Hurdles

(36:15) Crypto's Changing Market Structure

(41:00) Prices, Sentiment & Long-Term Allocators

(46:00) Evolution Of Crypto Options & Yield

(51:30) Is The 4-Year Cycle Dead?

(01:02:00) Final Thoughts

—

Disclaimer: Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

Solana’s Institutional Moment | Nick Ducoff

Tue, 03 Mar 2026 14:00:00 -0000

Gm! In this episode we’re joined by Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to explore Solana’s institutional adoption and the rise of internet capital markets. We discuss the growth of tokenized real-world assets, stablecoins, and onchain equities, alongside regulatory dynamics, institutional tooling gaps, and the structural advantages of public blockchains. We also discuss emerging opportunities in real estate, municipal bonds, and expanding global investor access.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(3:08) Nick's Path to Solana

(8:25) Institutional Adoption in Action

(10:49) Why Institutions Are Choosing Solana

(20:37) Institutional Archetypes & Regulatory Constraints

(23:49) The RWA Landscape: Yield, Stablecoins & Equities

(31:51) Canonical Tokens vs Market Fragmentation

(34:45) What's Next: Real Estate & Municipal Bonds

(40:57) Why This Cycle is Different

(43:24) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

0xResearch: Jito BAM and Solana Market Structure | Lucas Bruder

Thu, 26 Feb 2026 14:00:00 -0000

Gm! In today’s episode we have a 0xResearch crosspost where they were joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. They also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL’s ETF efforts.

Enjoy!

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:54) Why Jito Built BAM

(5:50) Application-Controlled Execution Explained

(11:30) MCP and Solana's Future

(15:56) BAM Adoption and Stake Growth

(33:13) Cutting Slot Times on Solana

(40:28) JitoSOL and the ETF Push

(47:09) AI, Products, and the Road Ahead

(50:40) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

The DeFi-Native Prime Broker | MacBrennan Peet

Wed, 25 Feb 2026 14:00:00 -0000

Gm! In this episode, we’re joined by MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Project 0: https://x.com/Project0

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Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:48) MacBrennan's Path to Project 0

(5:39) Rebuilding Prime Brokerage for DeFi

(8:48) Unified Margin Across DeFi Venues

(19:59) Automated DeFi Strategies

(26:57) Risk Management & Asset Onboarding

(31:51) The Evolution of Automated Strategies

(35:19) Project 0 Pay Explained

(46:33) Competing With DeFi Super Apps

(51:10) What's Next for Project 0

(55:06) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Solana’s Block Building Battle: Jito BAM vs. Harmonic

Thu, 19 Feb 2026 14:00:00 -0000

Gm! In this episode we discuss Blockworks’ new Solana-focused Lightspeed IR platform and a report on Solana block building. We examine the rivalry between Jito BAM and Harmonic, impacts on transaction ordering, fees, market structure, validator clients, and the push toward protocol-level solutions like MCP and application-controlled execution.Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Sam: https://x.com/minnus

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(3:42) Lightspeed IR Platform Launch

(6:40) Block Building on Solana

(12:28) Jito Bam vs. Harmonic: Architecture Breakdown

(16:51) MEV, Fees, and Market Structure Impacts

(34:04) MCP and Solana's Path Forward

(48:49) What Happened to Jito and Harmonic?

(55:55) Alpenglow & MCP Timeline

(59:03) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Solana’s Policy Push: Crypto’s New Regulatory Era | Kristin Smith

Wed, 18 Feb 2026 15:41:00 -0000

Gm! In today’s episode we are joined by Kristin Smith to discuss her transition to the Solana Policy Institute, recent U.S. crypto policy shifts, and progress under the Genius Act. We also discuss the CLARITY Act, market structure reform, DeFi and developer protections, institutional adoption, and the importance of durable regulatory clarity.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Solana Policy Institute: https://x.com/SolanaInstitute

Follow Kristin Smith: https://x.com/KristinSmith

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(3:01) Kristin Smith’s Move to Solana

(7:57) Crypto’s Regulatory Turning Point

(14:59) CLARITY Act & Market Structure

(29:37) Protecting DeFi Developers

(35:54) Institutional Access to Crypto

(40:55) The Path to Lasting U.S. Crypto Clarity

(50:49) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Solana’s Changing Market Microstructure

Fri, 13 Feb 2026 14:00:00 -0000

Gm! In this episode we cover Solana’s recent onchain performance, revenue trends, and upcoming network upgrades. We also discuss ecosystem token dispersion, client competition between Jito BAM and Harmonic, market structure challenges for perps, Prop AMM profitability metrics, and MetaDAO’s shift toward uncapped ICO raises and permissionless scaling.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(4:13) Solana Metrics, Upgrades, and Ecosystem Shifts

(27:33) Prop AMMs: Volume vs. Profitability

(36:15) ICO Design & Launchpad Models

(56:33) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Building the Next-Gen Perps Engine on Solana | Tristan Frizza

Thu, 12 Feb 2026 16:00:00 -0000

Gm! In today’s episode we are joined by Tristan Frizza Co-Founder of Bullet to discuss his journey from Zeta Markets to founding Bullet, a next-gen Solana perps exchange. We also discuss Solana congestion challenges, network extensions, ZK rollup design, data availability via Celestia, proving with Succinct, launch plans, incentives, and token migration.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Bullet: https://x.com/bulletxyz

Follow Tristan Frizza: https://x.com/Tristan0x

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:41) From Zeta to Bullet

(11:44) Bullet’s Design Overview

(20:27) Celestia and ZK Proving Stack

(27:46) Unlocking the Basis Trade

(36:41) Bullet’s Target Trading Audience

(46:47) Mainnet Launch Strategy

(50:48) Token Migration from Zeta to Bullet

(52:33) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Crypto Stress Test: Fees, Volatility, and Chain Performance

Thu, 05 Feb 2026 14:00:00 -0000

Gm! In this episode Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun’s revenue, buybacks, and long-term value capture debate.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Kairos Research: https://x.com/Kairos_Res

Follow Ian: https://x.com/Ian_Unsworth

Follow Dan Smith: https://x.com/smyyguy

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:30) Market Stress and Onchain Performance

(19:54) AI Agents and Crypto Rails

(34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets

(42:58) Solana and the Value Capture Debate

(1:05:04) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Building the Onchain Super App | Xiao-Xiao J. Zhu

Tue, 03 Feb 2026 14:00:00 -0000

Gm! In this episode we are joined by Xiao-Xiao, President of Jupiter, to discuss his background and transition to Jupiter, the shift toward onchain finance, growth of decentralized trading, stablecoins, mobile adoption, institutional participation, and Jupiter’s product strategy, and long-term vision for onchain financial infrastructure.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Jupiter: https://x.com/jupiterexchange

Follow Xiao-Xiao: https://x.com/xxjzhu

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:55) Xiao-Xiao’s Background

(8:57) CeFi to DeFi

(14:16) Scaling Onchain Finance at Jupiter

(31:49) Jupiter Mobile Strategy

(36:16) Cards on Jupiter

(39:41) What’s Holding Institutions Back?

(50:45) How Jupiter Defines Success

(59:40) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Are the Trenches Finally Back?

Thu, 29 Jan 2026 14:00:00 -0000

Gm! We're back with Carlos for another weekly roundup. We cover Solana’s SKR airdrop and token design, Solana Mobile’s strategy, renewed memecoin activity and launchpad economics, Pump.fun’s evolving revenue model, and tokenized stocks and internet capital markets on Solana.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:23) SKR and the Solana Phone

(25:54) Trenches Revival

(43:09) Tokenized Stocks on Solana

(54:56) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Listing Assets Everywhere Onchain | Saeed Badreg

Tue, 27 Jan 2026 14:00:00 -0000

Gm! In this episode we’re joined by Saeed Badreg, CEO of Wormhole Labs, to discuss Solana’s push to expand onchain markets through cross-chain asset listings, historical bridge challenges, Sunrise’s coordinated go-to-market approach, liquidity and distribution strategies, and the future of tokenized assets.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Wormhole Labs: https://x.com/wormhole_labs

Follow Sunrise DeFi: https://x.com/sunrise_defi

Follow Saeed Badreg: https://x.com/shadddowfax

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:51) Historical Pain Points

(9:50) How Sunrise Brings Assets to Solana

(31:33) Rethinking Token Distribution

(42:49) Future of Tokenized Markets

(51:11) Regulation’s Impact on Onchain Markets

(59:13) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Bringing State of the Art Perps to Solana | Jun Bug & kdot

Thu, 22 Jan 2026 14:00:00 -0000

Gm! In this episode Jun Bug and kdot co-founders of BULK join us to discuss building a high-performance perpetuals exchange on Solana, testnet rollout plans, covering latency and reliability challenges, validator-based architecture, decentralization trade-offs and incentive structures.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow BULK: https://x.com/bulktrade

Follow kdot: https://x.com/kdotcrypto?lang=en

Follow Jun Bug: https://x.com/junbug_sol

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:04) Why Perps Are So Hard to Build on Solana?

(16:27) BULK’s Testnet Launch

(21:36) Incentives, Stickiness, and Long-Term Users

(25:32) One Exchange, Infinite Market

(35:38) Network Congestion and Perps on Solana

(46:34) propAMMs in Perps Trading

(58:16) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

How SOAR is Solving Tokens | Tom Curry

Tue, 20 Jan 2026 14:00:00 -0000

Gm! In this episode we are joined by Tom Curry to discuss Soar’s approach to tokenizing businesses, and improving fundraising via onchain models. We also cover internet capital markets, token–equity alignment, founder incentives, liquidity challenges, regulation, and onboarding retail investors into long-term, startup-focused crypto investing.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Soar: https://x.com/LaunchOnSoar

Follow Tom Curry: https://x.com/imtomcurry

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(1:25) Why SOAR?

(4:21) Meme Coins vs Real Value

(10:04) How SOAR Is Different

(25:29) Founder Control vs Governance

(32:25) Ideal Founders for SOAR

(36:34) Should Launchpads Curate?

(39:15) What Success Looks Like

(43:34) Challenges on the Token Side

(47:01) New Investors and Liquidity

(51:10) Learning From IPOs

(54:25) What's Next for SOAR?

(1:00:06) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Blockchains Beyond the Public Internet | Austin Federa

Tue, 13 Jan 2026 14:00:00 -0000

Gm! This episode we’re joined by Austin Federa to discuss DoubleZero’s 2025 progress, its private fiber network, performance gains beyond the public internet, validator and stake incentivization, and more.
Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow DoubleZero: https://x.com/doublezero

Follow Austin Federa: https://x.com/Austin_Federa

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently.

Start in seconds at sablier.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:16) DoubleZero 2025 Highlights

(7:23) Beyond the Public Internet

(22:51) Network Performance

(24:52) Sablier Ad

(25:21) Stake Incentivization Program

(33:51) Validator Incentives

(40:34) Sablier Ad

(41:03) Value Flow

(52:59) Liquid Staking

(56:12) Future Outlook

(1:08:29) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Do Buybacks Make Sense? | Lucas Bruder

Thu, 08 Jan 2026 14:00:00 -0000

Gm! We're back with Lucas from Jito to break down the new IBRL dashboard on Solana validator behavior. We also dive into token buybacks versus growth, governance design, and more.

Enjoy!

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Jito Labs: https://x.com/jito_labs

Follow Lucas Bruder: https://x.com/buffalu__?lang=en

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(0:00) Introduction

(2:21) IBRL Dashboard

(9:58) Submitting Transactions

(17:51) Social Shaming Validators

(20:46) Sablier Ad

(21:14) Limitations of Cutting Swap Times

(28:17) Refining the IBRL Dashboard

(32:05) Sablier Ad

(32:34) Do Buybacks Actually Work?

(41:14) Could Jito Adopt Futarchy Based Governance?

(47:00) The Equity and Token Relationship

(49:18) Price Discovery and Market Structure

(55:23) Centralized Exchanges in 2026

(58:11) 2026 Predictions

(1:01:25) Closing Comments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Where To Allocate In 2026 | Matty Taylor

Tue, 06 Jan 2026 20:11:00 -0000

Gm! We're back with Matty Taylor to unpack what's next for Colosseum in 2026. We deep dive into where Matty sees the most opportunity right now, crypto token vs equity problem, token buybacks, Solana DeFi and more. Enjoy!

Follow Matty: https://twitter.com/mattytay

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(05:21) The Colosseum Model

(12:55) Colosseum’s Accelerator Cohort 4

(16:02) Peaq Ad

(16:28) Sablier Ad

(16:57) Where To Allocate In 2026?

(23:51) How To Fix Crypto’s Token Problem

(38:05) The Best Way To Launch A Token

(48:06) Peaq Ad

(48:32) Sablier Ad

(49:00) Token Buybacks

(52:05) Solana DeFi In 2026

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

What's Next For Solana In 2026?

Thu, 01 Jan 2026 15:57:00 -0000

Gm! We're back with Carlos for another weekly roundup. This week we discuss recent SOL ETF inflows, payment for order flow on Solana, why JitoSOL is losing market share, our 2026 predictions & more. Enjoy!

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(01:01) Solana ETF Flows

(09:32) Peaq Ad

(09:58) Sablier Ad

(10:27) Payment For Order Flow On Solana

(19:20) Axiom’s Revenue Model

(30:38) Predictions In 2026

(47:31) Peaq Ad

(47:57) Sablier Ad

(48:25) Why Is JitoSOL Losing Market Share?

What's Next For Crypto In 2026 | Kairos Research

Tue, 30 Dec 2025 14:36:00 -0000

Gm! We're back with Teddy and Ian at Kairos Research for a discussion on what to expect heading into 2026. We deep dive into the behind the scenes of running a validator, Solana's inflation dynamics, the perps opportunity, are token buybacks actually positive & more. Enjoy!

Follow Ian: https://x.com/Ian_Unsworth

Follow Teddy: https://x.com/Teddy_oost

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(02:15) Running A Validator

(14:18) Peaq Ad

(14:44) Sablier Ad

(15:12) Solana’s Inflation Rate

(21:35) Crypto In 2026

(28:23) The Path Forward For Pump Fun

(35:59) Lighter vs Hyperliquid

(45:26) Token Buybacks

(52:32) Peaq Ad

(52:58) Sablier Ad

(53:27) The Hyperliquid Stablecoin Strategy

(57:26) Solana Perps In 2026

How To Fix Crypto's Token Dilemma

Fri, 26 Dec 2025 12:45:00 -0000

Gm! We're back with Dan & Carlos for our final roundup of the year. We deep dive into the current DEX landscape, crypto's token vs equity dilemma, prop AMMs, onchain equities & more. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(01:02) The State of Prop AMMs

(11:55) Peaq Ad

(12:21) Sablier Ad

(12:50) How To Build A Moat In Crypto?

(22:56) Crypto’s Token Dilemma

(44:36) Peaq Ad

(45:03) Sablier Ad

(45:31) Onchain Equities

How Kamino Became Solana's Largest Lending Protocol | Marius Ciubotariu

Tue, 23 Dec 2025 10:38:00 -0000

Gm! We're back with Marius Ciubotariu to discuss the recent Kamino product launches as we head into 2026. We deep dive into the DeFi lending flywheel, how Kamino became Solana's largest borrow/lend protocol, growth in 2026 & more. Enjoy!

Follow Marius: https://x.com/y2kappa

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(03:46) Becoming Solana’s Largest Borrow/Lend Protocol

(09:07) Assets on Kamino

(14:24) Peaq Ad

(14:50) Sablier Ad

(15:18) Kamino’s New Product Launches

(32:21) Kamino Private Credit

(37:56) Peaq Ad

(38:21) Sablier Ad

(38:50) Prop AMMs

(40:12) Builder Kits

(42:14) Kamino’s Growth in 2026

(50:22) Token Value Accrual

Solana's Biggest Opportunity In 2026 | Dan Smith

Thu, 18 Dec 2025 10:32:00 -0000

Gm! We're back with Dan Smith to discuss the latest happening in the Solana ecosystem. We deep dive into the new Lightspeed investor relations platform, takeaways from Breakpoint, the rise of prop AMMs & more. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

To find out more about the Lightspeed platform: https://x.com/Blockworks_/status/1999110569186701349

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(02:22) The Lightspeed Investor Platform

(09:59) Peaq Ad

(10:25) Sablier Ad

(10:54) Takeaways From Breakpoint

(19:20) Can Solana Become The Everything Chain?

(28:57) Token Value & Acquiring

(40:37) Peaq Ad

(41:02) Sablier Ad

(41:31) Prop AMMs

How Hylo Is Accelerating Solana DeFi In 2026 | Plish

Tue, 16 Dec 2025 12:41:00 -0000

Gm! We're back with Plish to discuss Hylo and their riadmap heading into 2026. We deep dive into the Hylo origin story, how Hylo became Solana's highest yielding stablecoin, risk management during liquidation events, SOL's inflation rate & more. Enjoy!

Follow Plish: https://x.com/0xPlish

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(03:38) The Hylo Origin Story

(10:58) Peaq Ad

(11:24) Sablier Ad

(11:52) Risk Management During Market Sell Off’s

(16:23) Hylo’s Go To Market Strategy

(22:39) Hylo’s Points System

(32:16) Hylo’s Roadmap In 2026

(42:46) SOL’s Inflation Rate

(43:12) Peaq Ad

(43:40) Sablier Ad

(46:41) Solana In 2026

Solana's Onchain Nasdaq Thesis | Carlos Gonzalez Campo

Thu, 11 Dec 2025 18:25:00 -0000

Gm! We're back with Carlos to discuss the latest happening in Solana today. We deep dive into the state of the network, Solana's decentralized Nasdaq thesis, Jupiter's super-app vision & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction

(02:46) State of The Solana Network

(10:20) Solana’s Inflation Proposal

(19:39) Peaq Ad

(20:05) Sablier Ad

(20:34) Jupiter’s DeFi SuperApp Vision

(34:18) Pump Fun Revenues

(42:04) Peaq Ad

(42:30) Sablier Ad

(42:58) Solana’s Opportunity In 2026 -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

How MetaDAO Became Solana's Breakout Token Launchpad | Kollan House

Tue, 09 Dec 2025 10:38:00 -0000

Gm! We're back with Kollan House (MetaDAO Co-Founder) to discuss MetaDAO's breakout moment. We deep dive into how to improve the ICO process, the futarchy thesis, Kollan's thoughts on token buybacks, crypto in the U.S, and more. Enjoy!

Follow Kollan: https://x.com/metanallok

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(02:28) The Futararchy Thesis

(10:48) Peaq Ad

(11:14) Sablier Ad

(11:42) How To Improve The ICO Process

(25:53) Working With Existing Projects

(40:43) Peaq Ad

(41:09) Sablier Ad

(41:32) Token Buybacks

(49:41) Crypto In The U.S. & The Rise of Futarchy

Solana's Next Big Catalyst In 2026

Thu, 04 Dec 2025 09:31:00 -0000

Gm! We're back with the first of many weekly roundups. We deep dive into the state of Solana today, the rise of prop AMMs, the vision for internet capital markets, Solana's next catalyst in 2026 & more. Enjoy!

Follow Ryan: https://x.com/ryanconnor

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(01:25) The State of Solana Today

(06:58) The Rise of Prop AMMs

(10:38) HumidiFi’s Token Launch

(14:42) Peaq Ad

(15:08) Sablier Ad

(15:36) MetaDAO

(24:49) The Internet Capital Markets Vision

(31:06) The Opportunity For xStocks

(35:12) Peaq Ad

(35:38) Sablier Ad

(36:06) Prediction Markets

(46:02) Perps On Solana

(48:53) Solana In 2026

How HumidiFi Became Solana's Largest Prop AMM

Wed, 03 Dec 2025 15:45:00 -0000

Gm! We're back with Kevin from HumidiFi to discuss how they became the largest prop AMM on Solana. We deep dive into what are prop AMMs, is price discovery moving onchain, launching their token, the aftermath of 10/10 and more. Enjoy! -- Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (03:18) What Are Prop AMMs? (07:24) The Monad ICO (10:00) Capital Efficiency & Profitability (17:35) Is Price Discovery Moving Onchain? (27:15) The Aftermath Of 10/10 (32:40) Trading On SOL vs Other L1s (40:13) DEX Aggregators (42:48) What's Next For HumidiFi? (45:26) Launching The WET Token (48:02) What's Next For Solana In 2026? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

The Jito Endgame with Lucas Bruder

Wed, 03 Dec 2025 11:24:00 -0000

Gm! We're back with Lucas Bruder to discuss the next step for Jito and Solana in 2026. We deep dive into what is BAM, Solana's sandwiching problem, the biggest opportunity for Jito, the internet capital markets vision for Solana and more. Enjoy!

Follow Lucas: https://x.com/buffalu__

Follow Danny: https://x.com/defi_kay_

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(04:03) What Is BAM?

(07:56) Solana’s Sandwiching Problem

(15:40) Peaq Ad

(16:06) Sablier Ad

(16:34) Jito’s Biggest Opportunity

(22:35) How To Onboard Stake

(31:58) TEEs

(41:15) Peaq Ad

(41:41) Sablier Ad

(42:10) The Internet Capital Markets Vision

(46:02) Prop AMMs

(48:10) An Update On JitoSOL

The End Game For MegaETH | Lei Yang & Namik Muduroglu

Tue, 28 Oct 2025 13:06:00 -0000

Gm! This week the MegaETH team join the show to. discuss their ICO launch & the future of MegaETH. We deep dive into building a performant L2, the end game for MegaETH, ICO specifics & more. Enjoy!

Follow Lei: https://x.com/yangl1996

Follow Namik: https://x.com/NamikMuduroglu

Follow Jack: ⁠https://x.com/whosknave⁠

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Subscribe to the Lightspeed Newsletter: ⁠https://blockworks.co/newsletter/lightspeed⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(01:38) Building A Performant L2

(13:41) Peaq Ad

(14:13) MegaETH’s ICO

(26:51) The MegaETH End Game

(36:43) Why Not Launch As An L1?

(48:07) MegaETH Performance

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Live Weekly Roundup With Kevin Ricoy

Fri, 24 Oct 2025 19:22:00 -0000

Gm! This week Kevin Ricoy (Kyzer) joins the show to discuss the latest happening in crypto this week. Enjoy!

Follow Kevin: https://x.com/Kyzer

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(00:00) Introduction

(03:56) Worst Tweets of The Week

(13:31) Our Best Trades

(22:23) ETH Devs Are Underpaid

(38:37) Why Hasn’t Kyzer Opened His Seeker?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Everything You Need To Know About Meteora's Token Launch | Soju & Zen

Tue, 21 Oct 2025 12:14:00 -0000

Gm! This week the Meteora team joins the show to discuss their upcoming TGE. We deep dive into why is Meteora launching a token, the LIBRA fallout, Solana DeFi, Meteora's next chapter & more. Enjoy!

Follow Soju: https://x.com/0xSoju

Follow Zen: https://x.com/realdezen

Follow Jack: ⁠https://x.com/whosknave⁠

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Subscribe to the Lightspeed Newsletter: ⁠https://blockworks.co/newsletter/lightspeed⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(02:14) What Is Meteora?

(10:57) Meteora’s Growth Story

(18:11) The LIBRA Fallout

(20:26) Meteora’s Next Chapter

(23:17) Meteora’s Token Launch

(41:54) The Future of Solana DeFi

(51:52) What’s Next For Meteora?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana Foundation: The Future of DePIN On Solana | Amira Valliani

Fri, 17 Oct 2025 08:50:00 -0000

Gm! This week Amira Valliani joins the show to discuss the future of DePIN on Solana. We deep dive into the biggest opportunities, the problem with venture capital, the AI energy opportunity, robotics & more. Enjoy!

Follow Amira: https://x.com/amiravalliani

Follow Jack: ⁠https://x.com/whosknave⁠

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Subscribe to the Lightspeed Newsletter: ⁠https://blockworks.co/newsletter/lightspeed⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: ⁠https://app.katana.network/?utm_source=BW-Pod⁠

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(06:59) Solana DePIN Ecosystem

(09:18) Katana Ad

(10:20) Solana’s DePIN Future

(17:32) Who Will Be The Biggest Winners?

(25:43) The Problem With Venture Capital

(31:54) Katana Ad

(32:57) The AI Energy Opportunity

(41:13) Working With DePIN Startups

(45:09) Robotics

(58:06) The State of Crypto Policy

(01:01:32) What’s Next For Crypto?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Future of Staking On Solana | Michael Repetný

Tue, 14 Oct 2025 09:51:00 -0000

Gm! This week Michael Repetný joins the show to discuss the future of staking on Solana. We deep dive into the Marinade origin story, liquid staking, working with ETF issuers, Solana DATs & more. Enjoy!

Follow Michael: https://x.com/repetny

Follow Jack: ⁠https://x.com/whosknave⁠

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Subscribe to the Lightspeed Newsletter: ⁠https://blockworks.co/newsletter/lightspeed⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: ⁠https://blockworks.co/event/digital-asset-summit-2025-london⁠

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(01:20) The Marinade Origin Story

(09:00) The Solana Startup Incubator

(11:17) Katana Ad

(12:18) Staking With Marinade

(19:53) Why Liquid Staking Makes Sense

(24:39) Sandwich Attacks

(35:49) Katana Ad

(36:52) Working With ETF Issuers

(47:04) Solana DAT Staking

(55:56) MNDE & Token Buybacks

(01:00:47) What’s Next For Solana Staking?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why This Early Solana Investor Is Still All In | Viktor Fischer

Fri, 10 Oct 2025 12:43:00 -0000

Gm! This week Viktor Fischer joins the show to discuss his journey to investing in Solana in the early days to today. We deep dive into what gave Viktor conviction to buy Solana in 2018, how the thesis has evolved ever since, DoubeZero, crypto treasury vehicles, Solana DeFi & more. Enjoy!

Follow Viktor: https://x.com/viktorfischer

Follow Jack: ⁠https://x.com/whosknave⁠

Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Subscribe to the Lightspeed Newsletter: ⁠https://blockworks.co/newsletter/lightspeed⁠

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: ⁠https://blockworks.co/event/digital-asset-summit-2025-london⁠

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(03:05) The Solana Origin Story

(11:33) Katana Ad

(12:35) The L1 Debate Is Over

(17:06) RockawayX’s Updated Solana Thesis

(27:59) What’s The Endgame For Solana?

(31:17) Katana Ad

(32:20) Tokenization & Bringing Assets Onchain

(43:17) Crypto Treasury Vehicles, mNAVs & Solana DeFi

(50:54) DoubleZero

(01:01:00) Frankendancer

(01:02:21) Pump Fun

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Ultimate Solana Thesis With Michael Marcantonio

Tue, 07 Oct 2025 18:08:00 -0000

Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy!

Follow Michael: https://x.com/marcryptonio

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps:

(0:00) Introduction

(1:59) The Ultimate Solana Thesis

(5:27) DeFi At Galaxy

(7:21) Solana's Decentralized Nasdaq Thesis

(12:32) Katana Ad

(13:35) Forward Industries & Solana DATs

(34:22) Integrating DeFi With Solana DATs

(42:18) Internet Capital Markets

(52:51) Katana Ad

(53:54) The Rise of Prop AMMs

(1:04:33) The Galaxy Business Model & Launching GalaxyOne

(1:12:11) L1s, L2s & Scalability

(1:27:40) What Does Solana Need To Improve? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Privy CEO: Why Did Stripe Acquire Privy? | Henri Stern

Fri, 03 Oct 2025 10:44:00 -0000

Gm! This week Henri Stern joins the show to discuss why Stripe acquired the wallet infrastructure company Privy. We deep dive into Stripe's crypto strategy, crypto payments, Henri's Solana thesis, what does crypto need to improve & more. Enjoy!

Follow Henri: https://x.com/henri_stern

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:03) Why Did Stripe Acquire Privy?

(11:22) Katana Ad

(12:24) Behind Stripe’s Crypto Strategy

(19:07) Are Crypto Payment Rails Actually Better?

(25:55) The Solana Thesis

(38:08) Katana Ad

(39:11) The Business Behind Crypto Wallets

(47:38) What Does Crypto Need To Improve?

(57:36) Agentic Payments

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana Gets Even Faster With Robin A. Nordnes

Wed, 01 Oct 2025 10:07:00 -0000

Gm! This week Robin A. Nordnes joins the show to discuss Raiku's most recent $13.5m raise. We deep dive into what is Raiku, transaction landing on Solana, why Robin moved from the Ethereum ecosystem to Solana & more. Enjoy!

Follow Robin: https://x.com/degenroot

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(05:34) Moving From Ethereum To Solana

(13:00) Katana Ad

(14:03) What Is Raiku?

(18:20) How Are Pre Confirmations Decided?

(24:05) Validator Economic Incentives

(28:34) Validator Revenue

(36:17) Will Raiku Launch A Token?

(37:52) Katana Ad

(38:55) Transaction Landing On Solana

(46:38) Local Fee Markets

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana, Frankendancer & Crypto's Bullish Catalyst's | Ian Unsworth

Fri, 26 Sep 2025 12:49:00 -0000

Gm! This week Ian Unsworth joins the show for a roundup of the latest Solana news. We deep dive into crypto's bullish catalysts in 2025/26, the state of markets, what's next for Frankendancer, stablecoins on Solana & more. Enjoy!

Follow Ian: https://x.com/Ian_Unsworth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(06:05) Solana’s Largest Treasury Company: Forward Industries

(15:20) Katana Ad

(16:22) Is There Another Bull Catalyst For Crypto?

(24:01) Stablecoins On Solana

(30:42) Katana Ad

(31:45) What Is Fogo?

(42:10) Pump Fun

(53:19) Frankendancer

(57:34) Jito Token Value Accrual

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang

Tue, 23 Sep 2025 12:57:00 -0000

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy!

Follow Cosmo: https://x.com/cosmo_jiang

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--(00:00) Introduction

(06:49) Katana Ad

(07:51) Why Pantera Launched Helius

(21:09) Why Should DATs Trade At A Premium To NAV?

(29:02) Katana Ad

(30:04) The Helius Acquisition Strategy

(32:09) The Role Of DATs On Crypto Foundations

(39:02) What’s Next For Helius?

(43:38) Structuring DAT Deals

(48:07) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Future Of Onchain Capital Markets Is On Solana | Chris Chung

Fri, 19 Sep 2025 13:37:00 -0000

Gm! This week Chris Chung joins the show to discuss Titan's recent $7m seed round. We deep dive into what's next for Titan, building on Solana, the future of onchain capital markets, the state of DEX aggregators on Solana & more. Enjoy!

Fowllow Chris: https://x.com/realRockyChung

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:26) What Is Titan?

(04:58) How To Get The Best Price For Users?

(09:49) The Titan Origin Story

(12:10) Katana Ad

(13:12) Onchain Capital Markets Built On Solana

(15:22) The Titan Business Model

(19:43) The State Of DEX Aggregators On Solana

(26:44) The Ultimate Vision For Titan

(28:27) Katana Ad

(29:30) The Rise Of Prop AMMs

(40:04) The Impact Of Alpenglow

(43:14) The Future Of Internet Capital Markets

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Collector Crypt: Onchain Capital Markets On Solana | Tuomas Holmberg

Tue, 16 Sep 2025 13:54:00 -0000

Gm! This week Tuomas Holmberg joins the show to discuss the future of onchain collectibles. We deep dive into what is Collector Crypt, finding product market fit, building on Solana, integrating with DeFi, the future of onchain marketplaces & more. Enjoy!

Follow Tuom: https://x.com/TuomHolmberg

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Katana directs chain revenue back to DeFi users for consistently higher yields.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:43) What Is Collector Crypt?

(13:25) Katana Ad

(14:27) Finding PMF & Building On Solana

(21:24) Integrating With DeFi

(25:00) Creating Accurate Pricing Data

(28:30) Katana Ad

(29:32) Collector Crypt’s Gacha Machine

(42:17) Airdrops

(54:31) Will Collector Crypt Roll Out Livestreaming?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Sanctum Founder: Solana's Liquid Staking Future | FP Lee

Fri, 12 Sep 2025 11:36:00 -0000

Gm! This week FP Lee joins the show to discuss the next chapter of Sanctum. We deep dive into the future of liquid staking on Solana, LST market share, how does Sanctum generate revenue, the impact of DATs in DeFi & more. Enjoy! -- Follow FP: https://x.com/soleconomist Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:32) The Sanctum Business Model

(07:22) LST Market Dominance

(11:23) Katana Ad

(12:16) Eigenlayer Ad

(13:15) Sanctum: The Clearing House For Staked SOL

(16:29) Sanctum’s Thesis On LSTs

(19:49) Execution Risk

(23:32) The Future Of Liquid Staking On Solana

(29:32) The Role Of Jito

(33:02) Katana Ad

(33:54) Eigenlayer Ad

(34:55) A New Era For Sanctum

(38:35) How Does Sanctum Generate Revenue?

(41:27) Are DATs A New Catalyst For DeFi?

(44:35) Futarchy

(50:45) Crypto’s Token Incentives

(53:47) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

SEC Commissioner: A New Era For Crypto In The U.S | Hester Peirce

Tue, 09 Sep 2025 13:35:00 -0000

Gm! This week Hester Peirce joins the show to discuss the current state of crypto regulation. We deep dive into the SEC's current outlook on regulation, the crypto task force initiative, tokenization, what Hester wants to achieve at the SEC & more. Enjoy!

Follow Hester: https://x.com/HesterPeirce

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:42) Working With The CFTC

(08:06) Is Hester On Crypto Twitter?

(10:57) Katana Ad

(11:48) Eigenlayer Ad

(12:49) Crypto Innovation vs Regulation

(22:12) Regulatory Clarity In 2025

(35:26) Katana Ad

(36:16) Eigenlayer Ad

(37:18) The Crypto Task Force

(43:39) Liquid Staking

(46:06) Tokenized Equities

(50:55) What Hester Wants To Achieve At The SEC

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Next Big Catalyst | Brandon Potts

Tue, 09 Sep 2025 08:49:00 -0000

Gm! This week Brandon Potts joins the show to discuss Solana's next catalyst. We deep dive into the state of Solana, DeFi 2.0, the impact of institutions on crypto markets, are ETFs & DATs underpriced by the market & more. Enjoy!

Follow Brandon: https://x.com/b_potts23

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:47) The State Of Solana

(05:57) Will DATs & ETFs Be SOL’s Next Catalyst?

(19:04) Katana Ad

(19:56) Eigenlayer Ad

(20:57) Does Onchain Activity Matter For Token Price?

(30:21) Stablecoins & DeFi 2.0

(37:43) Katana Ad

(38:34) Eigenlayer Ad

(39:36) Crypto’s Value Proposition

(54:25) How Does Solana Compete With Alt L1’s?

(59:20) The Solana End Game

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana DeFi Summer Is Coming | Sang Kim

Tue, 02 Sep 2025 09:45:00 -0000

Gm! This week Sang Kim joins the show to discuss Fragmetric & the future of Solana DeFi. We deep dive into generating yield, the role of DATs in the SOL ecosystem, the crypto industry in Korea & more. Enjoy!

Follow Sang: https://x.com/sangdotsol

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:19) What Is Fragmetric?

(09:13) How Does Fragmetric Generate Yield?

(14:38) Katana Ad

(15:30) Eigenlayer Ad

(16:31) Are DATs Bullish For Solana DeFi?

(22:20) Which DATs Will Benefit From DeFi Strategies

(29:34) Katana Ad

(30:26) Eigenlayer Ad

(31:27) Crypto In Korea

(42:18) Lessons Post TGE

(50:00) What’s Next For Fragmetric?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Prop AMMs Are Solana's Biggest DeFi Innovation | Chris Hermida

Fri, 29 Aug 2025 10:46:00 -0000

Gm! This week Chris Hermida joins the show to discuss the rise of prop AMMs & their impact on Solana. We deep dive into what are prop AMMs, how do they actually work, why order flow is so important & more. Enjoy!

Follow Chris: https://x.com/hermidao1

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:07) What Are Prop AMMs?

(09:46) Katana Ad

(10:37) Eigenlayer Ad

(11:32) AMM Adoption On Solana

(23:27) How Do Prop AMMs Actually Work?

(25:50) How Will Prop AMMs Impact Solana DeFi?

(32:55) Katana Ad

(33:47) Eigenlayer Ad

(34:48) Why Order Flow Is So Important

(46:38) Liquidity & Volume Onchain

(51:27) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Are DATs Bullish For Solana? | Carlos Gonzalez Campo

Fri, 29 Aug 2025 10:46:00 -0000

Gm! This week Carlos Gonzalez Campo joins the show to discuss the latest SOL DAT announcements. We deep dive into the impacts of DATs, VanEck's JitoSOL ETF filing, the launchpad wars & more. Enjoy!

Follow Carlos: https://x.com/0xcarlosg

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Blockworks Careers: https://blockworks.co/careers

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:31) More Solana DATs Are Coming

(12:31) Katana Ad

(13:22) Eigenlayer Ad

(14:23) How To Make A DAT Successful On Solana

(23:09) VanEck Files A JitoSOL ETF

(28:45) Alpenglow: Solana’s 100x Improvement

(37:29) Katana Ad

(38:27) Eigenlayer Ad

(39:22) The Launchpad Wars

(51:09) Prop AMMs

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Future Of DeFi On Solana | Kash Dhanda & Samyak Jain

Fri, 22 Aug 2025 15:55:00 -0000

Gm! This week Kash Dhanda & Samyak Jain join the show to discuss the announcment of Jupiter Lend. We deep dive into Jupiter's partnership with Fluid, the future of DeFi, Jupiter's ultimate vision & more. Enjoy!

Follow Kash: https://x.com/kashdhanda

Follow Samyak: https://x.com/smykjain

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Lightspeed surveyed over 50 crypto pros on what they think about Solana tokens over the next twelve months — are they bullish or bearish - https://lightspeed-4bed7b.beehiiv.com/c/solana-token-survey

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:33) Partnering With Fluid

(08:56) What Is Jupiter Lend?

(11:58) Katana Ad

(12:56) What Is Fluid?

(17:19) Launching Fluid On Solana

(21:39) Partnering vs Acquisition

(26:44) Launching With Liquidity Incentives

(28:02) Katana Ad

(29:00) Jupiter’s Ultimate Vision

(37:31) The Future Of Borrow/Lend

(41:42) The Future Of DeFi

(45:45) The Future Of Perps

(50:49) The Jupiter End Game

(53:33) What’s Next For Fluid?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

SOL Needs More Than DAT | Anna Yuan

Tue, 19 Aug 2025 13:31:00 -0000

Gm! This week Anna Yuan joins the show to discuss why Solana needs a DAT strategy. We deep dive into what the Solana ecosystem can learn from Bitcoin & Ethereum, the role of a DAT, does Solana need a narrative & more. Enjoy! -- Follow Anna: https://x.com/gizmothegizzer Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- SOL needs more than DAT: https://x.com/gizmothegizzer/status/1950255338155843845 -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:44) Why Are Other DATs Larger Than Solana’s?

(07:24) Should All Projects Have DATs?

(10:58) Katana Ad

(11:56) The Solana DAT Playbook

(22:54) Do DATs Need A Michael Saylor?

(29:08) The Role Of A Solana DAT

(35:08) Katana Ad

(36:06) The Bitcoin & Ethereum Thesis vs Solana

(40:15) Does Solana Need A DAT?

(47:06) Are Memecoins Negative For Solana?

(52:00) The Solana DAT Strategy

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Breakout DeFi Lending Protocol | Mary Gooneratne

Fri, 15 Aug 2025 15:26:00 -0000

Gm! This week, Mary Gooneratne joins the show to discuss the current state of Solana DeFi lending. We deep dive into how to compete as a DeFi lender, building on Solana, the future of Loopscale & more Enjoy! -- Follow Mary: https://x.com/marygooneratne Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:50) What Is Loopscale?

(03:41) The Evolution Of Crypto Lending

(11:27) Katana Ad

(12:25) Building On Solana

(14:42) Transaction Ordering

(16:40) Behind Loopscale’s Oracle Attack

(22:36) How To Compete In DeFi Lending?

(28:06) What Can Loopscale Unlock In DeFi?

(37:45) Katana Ad

(38:38) Crypto UX

(41:10) The State Of DeFi Lending

(47:39) The Solana DeFi Roadmap

(55:44) What’s Next For Loopscale?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Next Chapter For Phantom | Brandon Millman & Sam Rosenblum

Tue, 12 Aug 2025 15:55:00 -0000

Gm! This week, Brandon Millman & Sam Rosenblum join the show to discuss what's next for Phantom. We deep dive into the state of Solana DeFi, the super-app vision, crypto's IPO window, growing through acquisition & more. Enjoy!

Follow Brandon: https://x.com/BChillman

Follow Sam: https://x.com/sjrosenblum

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:40) The State Of Solana DeFi

(08:46) The SuperApp Vision

(10:33) Katana Ad

(11:31) Onchain Equities

(14:57) Partnering With Hyperliquid

(19:58) Owning The End User

(24:00) Phantom’s M&A Strategy

(32:10) How To Make Successful Acquisitions

(35:49) Katana Ad

(36:48) Is Phantom Considering An IPO?

(43:23) Phantom’s Next Chapter

(56:20) Advice For Founders

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Seeker Phone Is Here | Emmett Hollyer

Fri, 08 Aug 2025 12:16:00 -0000

Gm! This week, Emmett Hollyer joins the show to unpack the launch of the Solana Seeker phone. We cover the key lessons learned from the Saga release, how to challenge the mobile duopoly, the long-term vision for Solana Mobile over the next 5–10 years & more. Enjoy!

Follow Emmett: https://x.com/m_it

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:23) The Solana Seeker Is Here

(08:10) Lessons Learned From The Solana Saga

(13:13) Katana Ad

(14:10) What is TeePIN?

(24:12) Network Guardians

(27:57) Katana Ad

(28:55) Launching The SKR Token

(34:21) A New Era For Crypto In The U.S

(38:42) Apps On The Solana Seeker

(46:07) Does Seeker Need A Breakout App?

(50:05) What’s The Biggest Opportunity For The Solana Seeker?

(53:01) Zora & SocialFi

(56:14) The Solana Mobile Vision

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Internet Capital Markets Roadmap | Lucas Bruder, Max Resnick & Austin Federa

Tue, 05 Aug 2025 19:20:00 -0000

Gm! This week we're joined by Lucas Bruder, Max Resnick & Austin Federa to discuss the internet capital markets roadmap. We deep dive into how to bring more assets onchain, the latest happening with DoubeZero, how to improve Solana execution & more. Enjoy! -- Follow Lucas: https://x.com/buffalu__ Follow Max: https://x.com/MaxResnick1 Follow Austin: https://x.com/Austin_Federa Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- The Internet Capital Markets Roadmap - https://www.anza.xyz/blog/the-internet-capital-markets-roadmap -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction

(01:44) The Internet Capital Markets Roadmap

(15:19) Katana Ad

(16:16) Who Is Solana’s Largest Competitor?

(20:03) Asynchronous Program Execution

(23:54) Onchain Execution

(31:45) Katana Ad

(32:44) An Update On DoubleZero

(40:56) Multiple Concurrent Leaders

(50:34) Solana vs Ethereum’s Long Term Vision

(54:49) Could SpaceX IPO Onchain? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

This Is How Solana Wins With Lucas Bruder

Fri, 01 Aug 2025 09:40:00 -0000

Gm! This week we're joined by Lucas Bruder to discuss BAM. We deep dive into the Jito origin story, what is BAM, toxic order flow, improving speed on Solana, Jito's impact on Solana & more. Enjoy! -- Follow Lucas: https://x.com/buffalu__ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:41) The Jito Origin Story

(07:26) Katana Ad

(08:23) What Is BAM?

(16:31) What Are TEEs?

(20:55) Toxic Flow & Speed On Solana

(27:04) Can Perp DEXs On Solana Compete With Hyperliquid?

(31:56) Katana Ad

(32:55) What’s The Timeline For BAM?

(41:15) The Jito DAO

(45:52) Jito’s Impact On Solana

(51:03) BAM Nodes

(54:42) What’s The End Game For Solana?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana With Carlos Gonzalez Campo

Tue, 29 Jul 2025 09:02:00 -0000

Gm! This week we're joined by Carlos Gonzalez Campo to discuss the current state of crypto markets. We deep dive into can ETH continue to outperform SOL, an update on REV, stablecoin network effects, what is BAM & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx--Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:50) State Of The Market

(06:36) Katana Ad

(07:34) Will ETH Continue To Outperform SOL?

(16:14) Stablecoin Network Effects

(19:03) An Update On REV

(22:19) What Is BAM?

(27:44) Katana Ad

(28:43) Sandwich Attacks

(32:36) Increasing Solana’s Block Limit

(36:59) Is There A Risk To Validator Centralisation?

(42:22) The Rise Of Crypto Treasury Companies

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Firedancer, Building Thru & How To 10x Performance | Liam Heeger

Fri, 25 Jul 2025 13:39:00 -0000

Gm! This week we're joined by Liam Heeger to discuss his journey to building Thru. We deep dive into the state of Firedancer, is Solana too decentralized, how to 10x performance, competing as an L1 & more. Enjoy!

Follow Liam: https://x.com/CantelopePeel

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:29) The State Of Firedancer

(04:13) Is Solana Too Decentralized?

(06:41) What Is Thru?

(16:57) Validators & Block Producers

(20:15) How To Reduce Network Spam

(24:13) How To Optimize Network Performance?

(30:10) Block Producers

(33:03) Will Thru Have A Token?

(35:46) How To 10x L1 Performance

(40:45) How To Compete As An L1?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Truth Behind Crypto Market Makers | Matt Jobbé-Duval

Tue, 22 Jul 2025 13:39:00 -0000

Gm! This week we're joined by Matt Jobbé-Duval to discuss the state of crypto markets making. We deep dive into TradFi vs crypto market makers, how are deals structured, how to improve transparency, TGE price discovery & more. Enjoy! -- Follow Matt: https://x.com/Mattjob1 Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:29) Understanding Crypto Market Making

(03:03) TradFi vs Crypto Market Structure

(13:30) How Market Maker Deals Are Structured?

(19:32) What Is Active Market Making?

(29:56) Does Active Market Making Work?

(44:34) TGE Price Discovery

(52:11) Market Making Transparency

(58:28) Takeaways From Solana’s ICO

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Breaking Down the PUMP Launch

Fri, 18 Jul 2025 07:04:00 -0000

In this episode, we discuss the launch of the PUMP token! We dive into price discovery on Hyperliquid, investor participation, ICO implications, revenue-sharing models, PumpFun’s acquisition strategy, competition with Bonk and Raydium, and predictions for post-launch valuation. Thanks for tuning in!

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

Follow Ian: https://x.com/Ian_Unsworth

Follow Carlos: https://x.com/0xcarlosg

Follow Jack: https://x.com/whosknave

Follow Ryan: https://x.com/_ryanrconnor

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/salveboccaccio

Follow Blockworks Research: https://x.com/blockworksres

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠

(00:00) Introduction

(01:09) Takeaways From PumpFun’s ICO

(09:19) Katana Ad

(10:17) PUMP Incentives

(23:59) Katana Ad

(24:58) ICO Funding Sources

(31:35) PUMP Price Action

(45:18) PumpFun vs Bonk & Raydium

(53:04) PumpFun’s Acquisition Strategy

(01:02:21) PUMP Predictions

Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Jump Crypto: The State Of Firedancer | Michael McGee

Tue, 15 Jul 2025 09:36:00 -0000

Gm! This week we're joined by Michael McGee to discuss the current state of Firedancer. We deep dive into how to improve Solana, the future of blockchain design, Firedancer's TPS improvements, Alpenglow's impact on Solana & more. Enjoy! --

Follow Jump: https://x.com/jump_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Overview of Firedancer

(05:14) Frankendancer & Agave

(10:00) Katana Ad

(10:59) Impact of Alpenglow

(15:36) TPS & Performance Metrics

(24:59) Compute Unit Limit

(29:36) Validator Behavior

(33:23) Katana Ad

(34:21) Areas for Improvement in Solana

(45:33) US Equities Market Structure

(51:24) Stake Delegation Program

(57:08) Infinite Mint Bug Risk

(01:08:45) Future of Blockchain Design

(01:14:14) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Is Pump Fun's Token Launch Bullish For Solana?

Thu, 10 Jul 2025 07:43:00 -0000

Gm! This week we're joined by Blockworks Research to discuss the announcement of Pump's $4B TGE announcement. We deep dive into Pump's strategy, the launchpad wars, should crypto apps build mobile first & is this bullish or bearish for the Solana trenches. Enjoy! -- Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:00) Pump Fun’s ICO Is Confirmed

(11:10) Katana Ad

(12:10) Pump Fun’s Strategy

(21:58) Is Pump Fairly Priced?

(25:35) The Launchpad Wars

(34:04) What’s Next For Airdrops?

(37:21) Who Are Pump’s Main Competitors?

(43:04) Katana Ad

(44:03) Should Crypto Apps Build Mobile First?

(48:59) Is Pump’s TGE Bullish For Solana?

(01:07:50) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Hivemapper Will Compete With Google Maps | Ariel Seidman

Tue, 08 Jul 2025 15:00:00 -0000

Gm! This week we're joined by Ariel Seidman to discuss everything happening with Hivemapper in 2025. We deep dive into the Hivemapper origin story, how to monetize as a DePIN network, how to attract more builders to crypto, partnering with robotaxi companies & more. Enjoy!

Follow Ariel: https://x.com/aseidman

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.

SOL lovers, grab your Ledger Flex Solana Edition now at:

https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:24) The Hivemapper Origin Story

(07:08) How Does Google Maps Monetize?

(11:43) Katana Ad

(12:36) Ledger Ad

(13:06) Partnering With Robotaxi Companies

(20:34) How Does Hivemapper’s Data Collection Compare To Tesla?

(22:31) What Is Bee?

(25:02) Katana Ad

(25:55) Ledger Ad

(26:25) Launching With A Token vs U.S Dollars

(30:03) The Evolution Of DePIN

(32:09) Do DePIN Networks Need Tokens?

(38:58) Do Subscription Models Work For DePIN Networks?

(46:35) Integrating AI With Hivemapper

(53:19) How To Attract More Builders To Crypto?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How To Improve Solana's Market Structure | Eugene Chen

Sat, 05 Jul 2025 08:58:00 -0000

Gm! This week we're joined by Eugene Chen to discuss how to improve Solana's market structure. We deep dive into what Eugene is building with Atlas, Phoenix & SolFi, how to improve market making in crypto, MEV on Solana, how to build a great product & more. Enjoy!

Follow Eugene: https://x.com/0xShitTrader

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

SOL lovers, grab your Ledger Flex Solana Edition now at:

https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility

(00:00) Introduction

(03:24) What Is Atlas?

(06:39) Multiple Concurrent Leaders

(09:21) How To Improve Market Making In Crypto

(13:58) Katana Ad

(14:50) Ledger Ad

(15:20) How To Optimize Phoenix?

(23:00) Does Decentralization Matter?

(27:36) MEV On Solana

(28:29) Katana Ad

(28:59) Ledger Ad

(34:58) How To Build A Great Product In Crypto

(39:06) SolFi: Solana’s Premier Liquidity Source

(44:05) Improving Solana’s Market Structure

(47:39) Sandwiching On Solana

(52:17) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

a16z's Crypto Thesis With Ali Yahya

Tue, 01 Jul 2025 08:28:00 -0000

Gm! This week we're joined by Ali Yahya to discuss the state of crypto in 2025. We deep dive into crypto venture in 2025, the Solana thesis, stablecoins, funding apps vs infra & more. Enjoy!

Follow Ali: https://x.com/alive_eth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(06:44) a16z’s Crypto Thesis

(14:23) Katana Ad

(15:23) The State Of Crypto VC

(20:20) Investing On Short vs Long Term Timeframes

(27:55) The Solana Thesis

(32:03) Katana Ad

(33:02) Stablecoins

(39:20) Worldcoin

(44:33) Investing In Apps vs Infra

isclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap

Mon, 30 Jun 2025 13:32:00 -0000

This week, we're excited to share with our community a bonus episode which recaps PERMISSIONLESS IV, which just took place this past week in Brooklyn, NY. This episode features some of the biggest names in the Blockworks podcast family and we hope you enjoy all the alpha!

–

Follow Boccaccio: https://x.com/salveboccaccio

Follow Danny: https://x.com/defi_kay_

Follow Rizzo: https://x.com/pete_rizzo_

Follow Felix: https://x.com/fejau_inc

Follow Jack: https://x.com/whosknave

–

Follow Lightspeed: / lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

–

Crypto’s Path Forward In The Next 10 Years

Fri, 27 Jun 2025 09:05:00 -0000

Gm! This is a live episode recorded at Permissionless 2025 with Tzvi (Baxus), Luca (Pudgy Penguins), Armani (Backpack) & Santi (Inversion). We deep dive into how to acquire users in crypto, finding PMF, why it's time to build great apps & more. Enjoy!

Follow Tzvi: https://x.com/web4O

Follow Luca: https://x.com/LucaNetz

Follow Armani: https://x.com/armaniferrante

Follow Santi: https://x.com/santiagoroel

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

SOL lovers, grab your Ledger Flex Solana Edition now at:

https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility

(00:00) Introduction

(01:26) Acquiring Users In Crypto

(06:46) Crypto’s Path Forward In The Next 10 Years

(13:52) Katana Ad

(14:45) Ledger Ad

(15:15) Finding PMF In Crypto

(20:05) The Next Evolution Of Crypto Exchanges

(29:13) Katana Ad

(30:05) Ledger Ad

(30:35) Why Build Consumer Apps?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Path To Decentralized Nasdaq | Max Resnick

Tue, 24 Jun 2025 08:59:00 -0000

Gm! This week we're joined by Max Resnick to discuss Solana's path towards achieving a decentralized Nasdaq. We deep dive into what is Anza, Alpenglow, how to disrupt TradFi, SOL inflation, steps to improve Solana & more. Enjoy!

Follow Max: https://x.com/MaxResnick1

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTExAre you bullish or bearish on these tokens over a 12 month time horizon? - https://docs.google.com/forms/d/e/1FAIpQLSemxnAfdIvNRM6nLtyKTH01GlZKobvVUFHgs5FeFv9YIQmOpw/viewform

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:29) What Is Anza?

(05:43) Will Alpenglow Launch This Year?

(07:25) Solana: 2020 vs Today

(10:30) Katana Ad

(11:22) Zenrock Ad

(12:12) Solana’s Path To Decentralized Nasdaq

(20:04) Multiple Concurrent Leaders

(22:08) Are CLOBs The Best Design?

(30:36) How To Disrupt TradFi?

(32:36) How To Improve Market Structure On Solana

(39:14) Katana Ad

(40:08) Zenrock Ad

(40:57) MEV On Solana

(59:11) SOL Inflation

(01:08:21) How To Improve Solana

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Rise Of Crypto's App Ecosystem Mike Dudas

Fri, 20 Jun 2025 13:53:00 -0000

Gm! This week we're joined by Mike Dudas to discuss the current state of crypto venture. We deep dive into the 6MV origin story, liquid vs venture investing, Solana's app ecosystem & more. Enjoy!

Follow Mike: https://x.com/mdudas

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

SOL lovers, grab your Ledger Flex Solana Edition now at:

https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility

(00:00) Introduction

(02:03) The 6MV Origin Story

(06:42) The Revenue Meta

(08:15) Liquid vs Venture Investing

(14:05) Ledger Ad

(14:35) Crypto’s Token Problem

(26:03) Solana’s App Ecosystem

(31:45) Ledger Ad

(32:14) What We’ve Learned From Hyperliquid’s Success

(38:22) Pump Fun’s ICO

(43:49) The IPO Window Is Open

(48:49) Is Trump Good Or Bad For Crypto?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Empire | Introducing The Token Transparency Framework

Wed, 18 Jun 2025 13:00:00 -0000

In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy!

Start your day with crypto news, analysis and data from Katherine Ross.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

-- Follow Felipe - https://x.com/TheiaResearch

Follow Louis - https://x.com/0xLouisT

Follow Dan: https://x.com/smyyguy

Follow Jason: https://x.com/JasonYanowitz

Follow Empire: https://twitter.com/theempirepod

Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Chapters:

(00:00) Token Transparency

(02:25) The Token Market & Lemons

(11:40) Equity vs Token Risk

(14:18) Structural Token Issues

(17:12) How Did We Get Here?

(22:57) Token Horror Stories

(31:50) Token Launches

(56:50) Best Case Scenario

(01:02:38) Impact On Token Prices

—

Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Solana ETFs Are Coming With Carlos Gonzalez Campo

Tue, 17 Jun 2025 11:08:00 -0000

Gm! This week we're joined by Carlos Gonzalez Campo to discuss the recent Solana ETF filings. We deep dive into what this means for SOL in 2025, takeaways from Circle's IPO, CLOBs vs AMMs, should pump compete with Hyperliquid & more. Enjoy!

Follow Carlos: https://x.com/0xcarlosg

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:50) Solana ETFs Are Coming

(06:04) Are Treasury Companies Better Than ETFs?

(09:39) Zenrock Ad

(10:28) Will Solana ETFs Include Staking?

(17:14) Will Solana ETFs Be Successful?

(18:22) CLOBs vs AMMs

(26:35) Zenrock Ad

(27:25) Should Pump Compete With Hyperliquid?

(31:56) Can Solana DEXs Compete With Hyperliquid?

(38:03) Takeaways From Circle’s IPO

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Standard Chartered: The Bull Case For Solana | Geoff Kendrick

Fri, 13 Jun 2025 09:02:00 -0000

Gm! This week we're joined by Geoff Kendrick to discuss the investment thesis for Solana. We deep dive into the bull vs bear case for SOL, how to value L1s, Geoff's crypto outlook (BTC, ETH & SOL), how institutions view Solana & more. Enjoy! -- Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(03:52) The Bull vs Bear Case For Solana

(07:43) Meme Coin Trading On Solana

(12:44) Ledger Ad

(13:37) The Investment Thesis For Solana

(17:51) How To Value L1s?

(29:02) Ledger Ad

(29:48) The Outlook For BTC, ETH & SOL

(40:12) How Do Institutions View Crypto?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Fastest Payments App, Only Possible On Solana | Ted Livingston

Tue, 10 Jun 2025 14:05:00 -0000

Gm! This week we're joined by Ted Livingston to discuss the launch of Flipcash. We deep dive into what is Flipcash, how to turn physical cash digital, the micropayments unlock, launching on Solana & more. Enjoy!

Follow Ted: https://x.com/ted_livingston

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Built for Solana investors, developers and community members. Subscribe to the Lightspeed Daily Newsletter: https://blockworks.co/newsletter/lightspeed

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

(00:00) Introduction

(01:59) What Is Flipcash?

(05:43) Only Possible On Solana

(08:58) Zenrock Ad

(09:47) Turning Physical Cash Digital

(17:30) How Does Flipcash Work?

(20:40) Privacy With Digital Payments

(22:26) Launching With Stablecoins

(27:19) Finding Product Market Fit In Crypto

(32:19) Zenrock Ad

(33:09) Micropayments

(45:00) What’s Next For Flipcash?

(47:47) A New Era For Crypto In The U.S.

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Will Pump Fun's Token Impact Solana? | Weekly Roundup

Fri, 06 Jun 2025 09:19:00 -0000

Gm! This week we're back with another weekly roundup joined by Ryan Connor. We deep dive into the Pump Fun token launch, why does Pump want to raise $1B, Alpenglow, how to scale Solana & more. Enjoy! -- Follow Mert: https://x.com/0xMert_ Follow Ryan: https://x.com/_ryanrconnor Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(01:50) Pump Fun’s Token Launch

(07:29) Ledger Ad

(08:21) What Is The Pump Fun Strategy?

(18:12) Why Does Pump Want To Raise $1B?

(29:00) Will Pump Launch A Chain Or Exchange?

(33:56) Ledger Ad

(34:48) Will Pump Fun Remain On Solana?

(45:11) Questions From The Audience

(49:18) Alpenglow

(53:00) How To Scale Solana?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Alpenglow: Solana's Largest Protocol Upgrade Ever | Brennan Watt, Anza

Tue, 03 Jun 2025 11:37:00 -0000

Gm! This week we're joined by Brennan Watt to discuss Solana latest upgrade Alpenglow. We deep dive into the Anza origin story, Alpenglow's impact on the Solana network, how to reduce malicious MEV, the past, present & future of Solana & much more. Enjoy! -- Follow Brennan: https://x.com/bw_solana Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

(00:00) Introduction

(01:40) What Is Anza?

(03:26) Alpenglow: Solana’s Latest Upgrade

(08:27) ZenRockAd

(09:16) How Does Solana Work Today?

(15:34) How Does Alpenglow Achieve Faster Finality?

(20:32) Alpenglow’s Impact On Network Security

(22:47) Liveness On Solana

(28:49) Doubling Blockspace

(34:09) ZenRock Ad

(34:58) Alpenglow’s Impact On Solana’s Economics

(38:18) The Incentive To Run A Solana Relayer

(42:00) How To Reduce Malicious MEV?

(44:52) When Will Alpenglow Launch?

(45:41) MEV On Solana

(49:56) Competing With The Firedancer Team

(57:37) How Does Solana Remain Competitive?

(01:02:11) How To Rollout Network Upgrades?

(01:09:07) What Is Anza Working On?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Incubator: Finding Crypto's Next Breakthrough App | Emon Motamedi

Fri, 30 May 2025 10:32:00 -0000

Gm! This week we're joined by Emon Motamedi to discuss the Solana incubator. We deep dive into how to find great ideas, building in crypto, finding product market fit, advice for founders, what is cohort 3 & more. Enjoy!

Follow Emon: https://x.com/EmonMotamedi

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Find out more about the Solana Incubator: https://x.com/incubator

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(02:14) Post Accelerate Takeaways

(11:55) Ledger Ad

(12:47) How To Find Great Ideas

(19:41) Building In Crypto

(22:43) What Has PMF In Crypto?

(29:32) Ledger Ad

(30:25) Should Founders Launch Tokens?

(35:30) Real World Use Cases In Crypto

(39:25) Advice For Founders

(44:53) Examples From The Solana Incubator

(52:56) The Stablecoin Business Model

(55:50) What Is Cohort 3?

(58:59) Outro

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana DeFi With Kyle Samani & Chris Heaney

Tue, 27 May 2025 21:35:00 -0000

Gm! This week we're joined by Kyle Samani & Chris Heaney to discuss the state of Solana DeFi today. Enjoy! -- Follow Kyle: https://x.com/KyleSamani Follow Chris: https://x.com/crispheaney Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- (00:00) Introduction

(02:36) The State Of Solana DeFi

(05:38) Market Making Onchain

(10:10) Zenrock Ad

(10:59) Solana Network Upgrades

(17:56) The Axiom Success Story

(21:30) Competing As A Perps DEX

(23:26) The Future Of Tokenization

(29:42) Zenrock Ad

(30:31) Bitcoin

(34:30) Solana: The L1 vs Apps

(39:51) Why Does DeFi Matter? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Next DePIN Catalyst With David Rhodus, Pipe Network

Fri, 23 May 2025 09:19:00 -0000

Gm! This week we're joined by David Rhodus to discuss the future of Pipe Network. We deep dive into what is a CDN, DePIN's major unlock, how to scale a DePIN network, competing with the big infrastructure providers & more. Enjoy! -- Follow David: https://x.com/DavidRhodus Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(01:48) What Is A CDN?

(07:49) Ledger Ad

(08:41) How Does Pipe Network Work?

(16:28) How To Reduce Latency

(18:37) How To Scale A DePIN Network

(22:14) Tokenomics As A DePIN Network

(25:56) How To Build A Successful CDN Network

(31:10) Ledger Ad

(32:02) Building On Solana

(38:57) The Opportunity For Disruption In CDNs

(45:39) The Future Of Pipe Network

(47:12) AI

(50:41) Advice For Founders

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Microstrategy Of Solana Playbook With Dan Kang

Tue, 20 May 2025 08:40:00 -0000

Gm! This week we're joined by Dan Kang to discuss DeFi Dev Corp & it's Solana playbook. We deep dive into the Solana treasury company strategy, why do treasury companies trade at a premium to NAV, the volatility flywheel, Dan's long term Solana thesis & more. Enjoy!

Follow Dan: https://x.com/CryptoIRGuy

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

(00:00) Introduction

(02:37) The Solana Treasury Company Playbook

(05:18) Why Do Crypto Treasury Companies Trade At A Premium To NAV?

(10:43) Zenrock Ad

(11:33) The Volatility Flywheel

(18:56) Increasing SOL Per Share

(25:07) Why Narrative Matters?

(29:04) Why DeFi Dev Corp Is Focused On Solana

(38:26) Zenrock Ad

(39:16) The Long Term Solana Thesis

(42:32) Meme Coins

(48:39) Acquiring Solana Validators

(51:33) Why Are Treasury Companies Different Than ETFs?

(57:31) How Does This Strategy Scale?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Token Launchpad Coming for Venture Capital | Ryan Connor

Fri, 16 May 2025 09:18:00 -0000

Gm! This week we're joined by Ryan Connor to discuss the launch of the Believe app. We deep dive into is Believe a new model for VC, the memeification of capital markets, finding product market fit, Pump's sniping problem & more. Enjoy!

Follow Ryan: https://x.com/_ryanrconnor

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(00:47) Solana’s Latest Launchpad

(04:25) A New Model For Venture Capital?

(14:39) Ledger Ad

(15:25) The Memeification Of Capital Markets

(17:38) Does The Zora Model Make Sense?

(20:33) Regulatory Arbitrage

(30:46) Does Believe Have PMF?

(32:15) Ledger Ad

(33:01) Pump.fun’s Sniping Problem

(37:47) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

1inch Co-Founder: Launching On Solana | Sergej Kunz

Tue, 13 May 2025 11:45:00 -0000

Gm! This week we're joined by Sergej Kunz to discuss 1inch's recent launch on Solana. We deep dive into building on the EVM vs SVM, 1inch's path forward, powering cross chain liquidity, how to improve execution & more. Enjoy!

Follow Sergej: https://x.com/deacix

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

(00:00) Introduction

(01:24) Launching 1inch On Solana

(08:15) Zenrock Ad

(08:58) Execution On Solana

(17:42) Building On The EVM vs SVM

(20:58) Sandwich Attacks

(28:17) Zenrock Ad

(29:00) Building A DEX Aggregator Business

(35:55) The Path Forward For 1inch

(36:57) Cross Chain Liquidity

(43:23) What’s Next For 1inch?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Can Ethereum Scale The L1? | Weekly Roundup

Fri, 09 May 2025 09:17:00 -0000

Gm! This week we're back with another weekly roundup. We deep dive into Solana;s recent bug fix, Ethereum's big pivot, how to build the most performant L1 & more. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(01:24) Solana’s Bug Fix

(13:00) Ledger Ad

(13:45) Ethereum’s Big Pivot

(19:18) Can Ethereum Scale The L1?

(28:49) Ledger Ad

(29:34) Solana’s DEX Landscape

(40:48) The Most Performant L1 Will Be The Most Decentralized

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Ex Jane Street Veteran's Journey To Crypto | Thomas Uhm

Tue, 06 May 2025 11:30:00 -0000

Gm! This week we're joined by Thomas Uhm to discuss his journey to joining Jito. We deep dive into the institutional demand for crypto, treasury companies vs ETFs, crypto's market making problem & more. Enjoy! -- Follow Thomas: https://x.com/ThomasUhm Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:45) Institutional Demand For Jito

(12:56) Zenrock Ad

(13:40) How Does Jito Capture Value?

(21:28) Solana Treasury Companies vs ETFs

(25:00) Zenrock Ad

(25:44) The Investment Thesis For Solana

(37:09) Crypto’s Market Making Problem

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's DeFi Super App: The Jupiter End Game | Kash Dhanda

Fri, 02 May 2025 12:21:00 -0000

Gm! This week we're joined by Kash Dhanda live at Solana Crossroads to discuss the end game for Jupiter. We deep dive into building crypto's DeFi super-app, Jupiter's revenue breakdown, Solana vs app revenue, what's next for Jupiter & more. Enjoy! -- Follow Kash: https://x.com/kashdhanda Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:26) The Jupiter End Game

(07:40) Growing Market Share

(12:02) Ledger Ad

(12:48) Jupiter’s Revenue Breakdown

(21:46) Does Jupiter Have A Moat?

(24:52) Is The AMM Model Doomed?

(30:40) Ledger Ad

(31:26) Solana vs App Revenue

(37:54) The JUP Token

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Future Of Solana, DoubleZero & The Firedancer Impact | Austin Federa

Tue, 29 Apr 2025 12:54:00 -0000

Gm! This week we're joined by Austin Federa live at Solana Crossroads to discuss the latest happening with Solana & DoubleZero. We deep dive into the importance of speed for capital markets, the rise of alt L1s, how to remain competitive as a blockchain & more. Enjoy! -- Follow Austin: https://x.com/Austin_Federa Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction

(01:23) An Update On DoubleZero

(09:00) Zenrock Ad

(19:25) The Rise Of Alt L1s

(24:51) Firedancer

(27:10) Zenrock Ad

(27:54) How To Remain Competitive?

(31:50) Hyperliquid

(33:56) Does Decentralization Actually Matter?

(37:48) Tokenization -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Is Zora Crypto's Breakout SocialFi Moment? | Weekly Roundup

Fri, 25 Apr 2025 11:45:00 -0000

Gm! This week we're back with another weekly roundup. We deep dive into what's happening with Zora, crypto's transparency problem, bot sniping on pump.fun, the Microstrategy playbook on Solana & more. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(00:52) What’s Going On With Zora?

(10:56) Ledger Ad

(11:42) SocialFi On Crypto

(18:05) Unpacking The Zora Airdrop

(22:12) Crypto’s Transparency Problem

(24:47) Zora Data Dive

(27:14) Ledger Ad

(28:00) Bot Sniping & Pump.Fun Revenue

(37:20) The Microstrategy Of Solana Playbook

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

A New Era For Crypto In 2025 | Miller Whitehouse-Levine

Tue, 22 Apr 2025 08:03:00 -0000

Gm! This week we're joined by Miller Whitehouse-Levine to discuss the launch of the Solana Policy Institute. We deep dive into the state of crypto policy in Washington, what a Trump presidency means for the future of crypto, the STABLE act & what the industry should focus on from a policy standpoint. Enjoy!

Follow Miller: https://x.com/millercwl

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:18) Founding The Solana Policy Institute

(11:04) Zenrock Ad

(11:48) The State Of Crypto Policy In DC

(17:51) A New Era Of Crypto Policy

(22:44) How To Avoid Regulatory Capture

(28:31) Trump’s Impact On Crypto

(32:52) ZenRock Ad

(33:35) The STABLE Act

(42:34) Are Tokens Securities?

(50:58) The Crypto Task Force

(52:36) What’s Next For Crypto Policy In 2025?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Accelerating Solana's Startup Ecosystem | Matty Taylor

Fri, 18 Apr 2025 09:18:00 -0000

Gm! This week we're joined by Matty Taylor to discuss the Colosseum playbook. We deep dive into what founders are building, the rise of vibe coding, finding product market fit & more. Enjoy!

Follow Matty: https://x.com/mattytay

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(02:22) The Colosseum Playbook

(06:45) Accelerating Solana’s Founder Ecosystem

(10:38) Ledger Ad

(11:24) MetaDAOs Futarchy Launchpad

(14:38) Vibe Coding

(18:53) Is The Crypto & AI Meta Dead?

(22:33) Memcoins

(25:15) Advice For Founders

(30:24) What’s Next For Ore?

(35:33) Is Jack Dorsey Satoshi?

(37:31) Ledger Ad

(38:16) Bitcoin Will Hit $1 Million

(42:49) Finding Product Market Fit

(48:08) The Colosseum Hackathon

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein

Tue, 15 Apr 2025 09:24:00 -0000

Gm! This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more. Enjoy!

Michael: https://x.com/Sonnenshein

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:02) Launching The BUIDL Fund

(06:29) Working With Ethena

(09:49) Zenrock Ad

(10:32) Tokenization

(16:27) Institutional Demand To Build On Solana

(19:22) DeFi’s Breakout Moment

(23:48) Crypto Payments

(26:47) Should We Tokenize Everything?

(30:17) Zen Rock Ad

(31:01) Ripple’s $1.25b Hidden Road Acquisition

(32:50) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

2025 Is Solana's Biggest Year | Weekly Roundup

Fri, 11 Apr 2025 12:36:00 -0000

Gm! This week we're back with another roundup episode to discuss why 2025 is setup to be one of Solana's biggest years. We deep dive into new network upgrades on the horizon, the Microstrategy of Solana playbook, do stablecoins need their own chains & more. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Mert: https://x.com/0xMert_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

(00:00) Introduction

(01:04) TradFi = Crypto With Suits

(07:51) 2025: Solana’s Biggest Year

(14:34) Ledger Ad

(17:23) The Microstrategy Of Solana Impact

(25:12) Crypto’s Narrative Problem

(29:00) How To Best Execute In Crypto

(31:30) Ledger Ad

(32:19) Do Stablecoins Need Their Own Chains?

(41:01) Circle’s S-1 & Stablecoin Business Models

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana With Carlos Gonzalez Campo

Tue, 08 Apr 2025 12:59:00 -0000

Gm! This week we're joined by Carlos Gonzalez Campo to reflect on the Solana network in March. We deep dive into the state of markets, why Solana is selling off, app vs protocol revenue, REV, stablecoin growth & more. Enjoy!

Solana March 2025 Update: https://x.com/blockworksres/status/1909216068134191158

Follow Carlos: https://x.com/0xcarlosg

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:51) State Of The Market

(02:54) Why Is SOL Nuking?

(06:05) Transactions On Solana

(09:50) ZenRock Ad

(10:34) REV On Solana

(13:54) App vs Protocol Revenue

(25:08) ZenRock Ad

(25:52) Toxic Order Flow On Solana

(31:52) Stablecoin Growth On Solana

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Are Meme Coins Really Dead? | Weekly Roundup

Tue, 01 Apr 2025 09:35:00 -0000

Gm! This week we're back with another weekly roundup episode to discuss the launch of PumpSwap & the data around meme coins on Solana. We deep dive into are meme coins really dead, Tron flips Solana in REV, the STABLE act draft & more. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:03) The Launch Of PumpSwap

(12:18) SocialFi

(20:05) Are Meme Coins Dead?

(21:36) Tron Flips Solana In REV

(27:15) The STABLE Act Draft

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Ultimate Jito Thesis | Shayon Sengupta

Fri, 28 Mar 2025 13:37:00 -0000

Gm! This week Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy!

Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423

Follow Shayon: https://x.com/shayonsengupta

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:11) The Jito Thesis

(07:01) Token Buybacks

(14:17) Token Value Accrual

(21:38) Jito’s Impact On Solana

(37:07) Firedancer

(42:16) Jito Restaking

(47:11) Why MEV Drives L1 Value

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Playbook With Leah Wald

Thu, 27 Mar 2025 11:30:00 -0000

Gm! This week we have an episode with Leah Wald live from DAS NY 2025. We deep dive into the launch of Solana ETFs in 2025, the SOL Strategies playbook, Leah's current crypto thesis & more. Enjoy!

Follow Leah: https://x.com/LeahWald

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:22) Launch Of The Solana Futures ETF

(05:54) Are Institutions Bullish?

(08:41) Solana’s Ultimate Vision

(11:08) The Laine Acquisition Playbook

(13:04) Is SOL Strategies The Microstrategy Of Solana?

(16:06) The Solana Thesis

(19:10) Final Thoughts

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Will We See A Solana ETF In 2025? | Matthew Sigel

Wed, 26 Mar 2025 10:56:00 -0000

Gm! This week we have an episode with Matthew Sigel live from DAS NY 2025. We deep dive into crypto's vibe shift, what's happening in markets, will we see a Solana ETF in 2025 & more. Enjoy!

Follow Matt: https://x.com/matthew_sigel

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:46) Crypto’s Vibe Shift

(03:57) Will We See A Solana ETF In 2025?

(10:28) What’s Happening In Markets?

(14:44) Is Solana’s Inflation Too High?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana End Game With Anatoly Yakovenko & Kyle Samani

Tue, 25 Mar 2025 09:38:00 -0000

Gm! This week we have an episode with Anatoly Yakovenko & Kyle Samani recorded live at DAS NY. We discuss the current state of Solana & what to expect in 2025, how to bring assets onchain, Firedancer, the bull case for DePIN & more. Enjoy!

Follow Anatoly: https://x.com/aeyakovenko

Follow Kyle: https://x.com/KyleSamani

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:48) The Solana Thesis

(02:33) Internet Capital Markets

(05:40) Bringing Assets Onchain

(08:05) Ledger Ad

(08:55) How To Reduce Latency

(15:52) Firedancer

(19:22) The Solana ETF Impact

(27:34) Ledger Ad

(28:25) The Growth Of Stablecoins

(33:51) The Bull Case For DePIN

(35:39) Solana’s Meme Coin Boom

(39:55) 5 Years Of Solana, Whats Next?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why Privacy Matters For Solana | Yannik Schrade

Mon, 24 Mar 2025 14:50:00 -0000

Gm! This week Yannik Schrade joins the show to discuss why privacy still matters in crypto .We deep dive into the Arcium origin story, why privacy matters, what are dark pools, how to reduce latency & much more. Enjoy!

Follow Yannik: https://x.com/yrschrade

Follow Mert: https://x.com/0xMert_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:48) The Arcium Origin Story

(05:11) Privacy On Solana

(07:49) Privacy 2.0

(20:02) How To Reduce Latency

(25:10) How Do Dark Pools Work?

(28:11) What Is Arcium?

(32:25) How Do Transactions On Arcium Work?

(38:48) Privacy Use Cases

(43:13) Arcium’s Token Launch

(47:05) Why Privacy Matters

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto Is At An Inflection Point | Ryan Connor

Fri, 21 Mar 2025 14:48:00 -0000

Gm! This week Ryan Connor joins the show to discuss the current state of crypto & what's next for Solana. We deep dive into are meme coins really dead, the rise of DEX volume, how to value tokens & more. Enjoy!

Follow Ryan: https://x.com/_ryanrconnor

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:12) Meme Coins On Solana

(05:27) The Rise Of DEX Volume

(09:31) Ledger Ad

(10:16) Jito’s Flywheel Effect

(13:20) Stablecoins

(18:02) How To Value Tokens?

(22:00) Ledger Ad

(22:48) Narratives In Crypto

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana’s Inflation Proposal Didn’t Pass | Weekly Roundup

Tue, 18 Mar 2025 13:58:00 -0000

Gm! This week we're back with another weekly roundup to discuss why SIMD 228 didn't pass. We deep dive into Solana's governance problem, L1 vs L2 value accrual, Ethereum's scalability challenges, Solana's ultimate vision & more. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=referral+&utm_campaign=lightspeedpodcast

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Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:58) Why SIMD 228 Didn't Pass

(09:36) Crypto Tax Calculator Ad

(10:07) Validator Voting On SIMD 228

(20:37) Solana Governance

(22:06) Should Solana End Its Delegation Program?

(28:47) Solana's Inflation Problem

(30:20) Crypto Tax Calculator Ad

(30:53) L1 vs L2 Value Accrual

(39:23) Ethereum Scalability

(41:57) Solana's Ultimate Vision

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Drift: The Solana DEX Powering Onchain Liquidity | Cindy Leow & Chris Heaney

Fri, 14 Mar 2025 11:13:00 -0000

Gm! This week we're joined by Cindy Leow & Chris Heaney to discuss Swift, the most recent liquidty upgrade to Drift. We deep dive into how Swift will improve onchain execution, competing with CEXs, how to accelerate Solana DeFi, whats next for Drift & much more. Enjoy!

Follow Cindy: https://x.com/cindyleowtt

Follow Chris: https://x.com/crispheaney

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:23) What Is Drift?

(04:49) Onchain Execution

(07:02) Ledger Ad

(10:32) Decentralization

(11:23) Is Swift An L2?

(18:43) The REV Impact

(23:01) MEV On Solana

(24:21) Building On Solana

(26:25) Ledger Ad

(30:58) The Key To Building An Onchain Exchange

(31:45) The Evolution Of Drift

(35:48) CEX vs DEX Perps

(38:50) What’s Next For Drift?

(41:25) Prediction Markets

(44:52) Accelerating Solana DeFi

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Baxus Is Bringing Whiskey Onchain | Tzvi Wiesel

Tue, 11 Mar 2025 13:56:00 -0000

Gm! This week Tzvi Wiesel joins the show to discuss building a great consumer app in crypto. We deep dive into the Baxus playbook & how Tzvi is creating an onchain market place for the world's most collectible spirits. Enjoy!

Follow Tzvi: https://x.com/web4O

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Just for Lightspeed listeners, visit https://bonkbets.io/ and connect your wallet to get 10% back on any losses to bet again. For a limited time, make two $10 bets on any game before March 1 2025 to get a free third $10 bet.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:57) The Baxus Playbook

(11:33) Bonk Bets Ad

(12:05) The Baxus Playbook

(17:41) DeFi On Baxus

(29:20) Bonk Bets Ad

(29:52) Building A Consumer App On Solana

(44:55) Real World Assets

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

A Solana Data Deep Dive With Carlos Gonzalez Campo

Fri, 07 Mar 2025 12:54:00 -0000

Gm! This week we're joined by Carlos Gonzalez Campo to discuss the current state of the Solana network. We deep dive into SIMD 96 & 228, why Pump.fun is launching its own AMM, REV declines in February, stablecoin growth & more. Enjoy!

Follow Carlos: https://x.com/0xcarlosg

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:23) Takeaway’s From SIMD 96

(06:47) Staking On Solana

(10:04) Solana Data Deep Dive

(13:05) Ledger Ad

(13:55) REV On Solana

(16:56) Why Pump.fun Is Launching An AMM

(21:13) Solana’s DEX War

(26:23) REV Declines Post LIBRA

(30:11) Ledger Ad

(30:59) Stablecoin Growth On Solana

(36:40) SIMD 228

(42:06) Nominal vs Real Yields

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana Should Change Its Inflation Rate | Weekly Roundup

Tue, 04 Mar 2025 22:12:00 -0000

Gm! This week we're back with another roundup episode to discuss SIMD 228 & it's impact on Solana's inflation. We deep dive into, what is SIMD 228, is Solana overpaying for security, crypto's data problem & Trump's strategic crypto reserve announcement. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: https://cryptotaxcalculator.io/us/?coupon=BW2025

Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms.

Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:06) What Is SIMD 228?

(07:41) Bonk Bets Ad

(08:20) Is Solana Overpaying For Security?

(19:23) Solana’s Inflation Rate

(25:14) SIMD 228’s Impact On Solana’s Decentralization

(35:44) Crypto Tax Calculator Ad

(36:17) Bonk Bets Ad

(36:48) Crypto’s Data Problem

(41:29) Validators On Solana

(51:18) The U.S Strategic Crypto Reserve

(57:20) Flashblocks On Base

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Blackbird Is Unlocking Crypto's App Ecosystem | Ben Leventhal & Jesse Walden

Fri, 28 Feb 2025 11:37:00 -0000

Gm! This week we're joined by Ben Leventhal & Jesse Walden to discuss Blackbird & the launch of Flynet. We deep dive into the Blackbird origin story, launching an L3, how to build a great consumer app, what makes a successful airdrop, advice for founders & more. Enjoy!

Follow Ben: https://x.com/benleventhal

Follow Jesse: https://x.com/jessewldn

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms.

Import reports directly into TurboTax or H&R Block, or securely share them with your accountant.

Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:45) What Is Blackbird?

(09:02) Launching An L3

(10:22) Building On Base

(13:01) Ledger Ad

(13:49) Building A Consumer App

(17:45) Flynet: Blackbird’s Onchain Transaction Network

(27:25) Loyalty Apps

(31:48) Crypto Tax Calculator

(32:19) Ledger Ad

(33:07) How To Build A Great Application

(38:17) What Makes A Successful Airdrop

(45:22) Getting Into Crypto

(47:27) Advice For Founders

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Crypto & AI | Illia Polosukhin & Bowen Wang

Tue, 25 Feb 2025 13:13:00 -0000

Gm! This week we're joined by Illia Polosukhin & Bowen Wang to discuss the current state of crypto, AI & what's next for NEAR. We deep dive into NEAR's approach to scaling, L1 value accrual, how to unlock cross chain liquidity, Ethereum's alignment problem & more. Enjoy!

Follow Illia: https://x.com/ilblackdragon

Follow Bowen: https://x.com/BowenWang18

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms.

Import reports directly into TurboTax or H&R Block, or securely share them with your accountant.

Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:51) The NEAR Thesis

(04:19) NEAR’s Approach To Scaling

(11:21) Bonk Bets Ad

(11:53) NEAR’s On Chain Demand

(19:24) L1 Value Accrual

(23:06) OmniBridge: Unlocking Cross-Chain Liquidity

(25:44) The State Of Crypto & AI

(33:15) Crypto Tax Calculator Ad

(33:47) Bonk Bets Ad

(34:19) What Are Shade Agents?

(40:11) Trusted Execution On NEAR

(42:51) Blockchain For AI

(45:03) The State Of Crypto

(48:42) Ethereum’s Alignment Problem

(50:28) What’s Next For NEAR?

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

A New Era For Crypto In The U.S | Rebecca Rettig

Fri, 21 Feb 2025 11:47:00 -0000

Gm! This week Rebecca Rettig joins the show for a discussion on crypto's policy landscape in 2025 & beyond. We deep dive into why Rebecca recently joined Jito, meeting with the SEC & their stance on SOL, the impact of crime season within crpyto, what's coming for crypto policy & more. Enjoy!

Follow Rebecca: https://x.com/RebeccaRettig1

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms.

Import reports directly into TurboTax or H&R Block, or securely share them with your accountant.

Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:14) Meeting With The SEC

(05:12) Joining The JITO Team

(08:49) Post Gary Gensler

(14:42) Ledger Ad

(15:33) Is SOL A Security?

(20:51) Staking On Solana

(27:44) What’s Next For Crypto Policy?

(36:41) The Crypto Summit

(38:32) Crypto Tax Calculator Ad

(39:04) Ledger Ad

(39:52) Strategic Bitcoin Reserve vs Stockpile

(41:23) MEV In Crypto

(46:19) Crime Season

(49:16) Crypto’s Social Layer

(54:07) The State Of DeFi

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Libra Impact On Solana | Weekly Roundup

Wed, 19 Feb 2025 12:47:00 -0000

Gm! This week we're joined by Dan Smith for another roundup. We deep dive into the LIBRA token launch and it's impact on Solana. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms.

Import reports directly into TurboTax or H&R Block, or securely share them with your accountant.

Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(00:00) Introduction

(00:33) The LIBRA Fallout

(10:59) Bonk Bet Ad

(11:30) Crypto’s Social Layer

(18:10) Why Is Sentiment So Bad?

(21:43) Are Meme Coins Ruining Crypto?

(25:18) The Impact On Solana

(30:57) Crypto Tax Calculator Ad

(31:29) Bonk Bet Ad

(32:01) State Of The Market

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

An Update On The Solana Thesis | Santiago Santos

Fri, 14 Feb 2025 13:08:00 -0000

Gm! This week Santi joins the show to discuss why now is crypto's time to accelerate adoption. We deep dive into Santi's updated Solana thesis, crypto's biggest opportunities in 2025, what's next for Inversion & more. Enjoy!

Follow Santi: https://x.com/santiagoroel

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator:

Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms.

Import reports directly into TurboTax or H&R Block, or securely share them with your accountant.

Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025!

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:03) Crypto’s Broken Funnel

(08:01) What’s Crypto’s Biggest Opportunity?

(15:16) Ledger Ad

(16:04) DePIN

(19:58) Crypto’s End State

(25:53) The Solana Thesis

(30:46) Crypto Tax Calculator Ad

(31:18) Ledger Ad

(32:06) Managing Risk

(47:03) What’s Next For Inversion?

(55:20) Reviving Old Businesses

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why Crypto Wallets Are Broken | Armani Ferrante

Thu, 13 Feb 2025 15:31:00 -0000

Gm! This week Armani Ferrante joins the show. We discuss the CEX vs DEX exchange model, who will win market share for perps in crypto, why crypto wallets are broken, the future of Mad Lads & more. Enjoy!

Follow Armani: https://x.com/armaniferrante

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:55) CEXs vs DEXs

(08:51) Why Are DEXs Important?

(13:51) Bonk Bets Ad

(14:22) Does Decentralization Matter?

(18:17) Spot vs Margin Exchanges

(29:12) Bonk Bets Ad

(29:44) Why Crypto Wallets Are Broken

(41:23) The Backpack Mission Statement

(51:18) The FTX Fallout

(55:04) Mad Lads

(56:18) Advice For Founders

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Building Solana's Next Breakout App | Ilja Moisejevs & Richard Wu

Fri, 07 Feb 2025 11:31:00 -0000

Gm! This week Ilja Moisejevs and Richard Wu join the show to discuss the release of Vector. We deep dive into Tensor's pivot from NFTs, the rise of social trading, building a consumer platform, whats next for Tensor & more. Enjoy!

Follow Ilja: https://x.com/_ilmoi

Follow Richard: https://x.com/0xrwu

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:46) What Is Vector?

(04:36) Vector Fees & Revenue

(07:42) Vector’s Go To Market

(09:20) Social Trading

(14:32) Ledger Ad

(15:20) Liquidity Fragmentation

(17:01) Memecoin MEV

(20:09) Pivoting From NFTs

(28:08) Building A Consumer Platform

(33:07) Ledger Ad

(33:55) The Tensor Token & Treasury

(37:23) Value Accrual

(38:32) Advice For Founders

(43:26) Internet Capital Markets

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Biggest Opportunity In 2025 | Weekly Roundup

Tue, 04 Feb 2025 12:31:00 -0000

Gm! This week we're joined by Dan Smith for another roundup. We deep dive into crypto's weekend liquidation event, crypto's biggest opportunity, Solana updates in 2025 & more. Enjoy!

Follow Dan: https://x.com/smyyguy

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Just for Lightspeed listeners, visit bonkbets.io/lightspeed and connect your wallet to get 10% back on any losses to bet again. For a limited time, make two $10 bets on any game before March 1 2025 to get a free third $10 bet.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:53) Crypto’s Weekend Nuke

(14:00) Bonk Bets Ad 1

(14:32) The Trump Impact

(18:01) SocialFi

(28:56) Stablecoin Supply Growth

(30:12) Bonk Bets Ad 2

(30:51) Solana’s Biggest Opportunity

(37:40) Solana Upgrades In 2025

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Thesis: Internet Capital Markets With Kyle Samani

Fri, 31 Jan 2025 10:58:00 -0000

Gm! This week Kyle Samani joins the show to discuss his most recent piece "The Solana Thesis: Internet Capital Markets". We deep dive into Kyle's current thesis for Solana, bringing TradFi on chain, the opportunity in DePIN & AI, the state of crypto venture & more. Enjoy!

The Solana Thesis: Internet Capital Markets: https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/

Follow Kyle: https://x.com/KyleSamani

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:19) The Solana Thesis: Internet Capital Markets

(03:57) Payments, Financial Services & The Role Of MEV

(07:04) Latency On Solana

(10:02) Ledger Ad

(10:49) What Is Conditional Liquidity?

(14:09) Bringing TradFi On Chain

(18:53) Atomic Composability

(23:33) UX Interoperability

(29:05) The Future Of Ethereum Is Coinbase

(36:46) Sandwich Attacks On Solana

(40:10) Fee Reductions In Crypto

(43:32) DePIN & AI

(47:57) The State Of Crypto VC

(50:34) The Solana ETF

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Pudgy Penguin Playbook With Luca Netz

Tue, 28 Jan 2025 11:57:00 -0000

Gm! This week, Luca Netz joins the show to discuss the future of Pudgy Penguins. We deep dive into the Pudgy origin story, why Luca launched PENGU on Solana, building in the Solana ecosystem, what's next in 2025, key advice for founders & so much more. Enjoy!

Follow Luca: https://x.com/LucaNetz

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:58) The Pudgy Penguin Playbook

(06:41) The Pudgy Penguin Origin Story

(12:54) Renaud Partners Ad

(13:54) What Is Igloo?

(20:19) Creating Memetic Distribution

(25:22) Launching PENGU On Solana

(33:05) Building In The Solana Ecosystem

(38:55) Advice For Founders

(44:34) NFT IP Ownership

(52:53) Building Online Communities

(59:13) What’s Coming In 2025?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana vs Ethereum Restaking | Lucas Bruder & Sreeram Kannan

Fri, 24 Jan 2025 11:11:00 -0000

Gm! This week we are joined by Lucas Bruder & Sreeram Kannan to discuss everything you need to know about restaking on Solana vs Ethereum. We deep dive into why does restaking matter, how it differs on Solana vs Ethereum, is economic security a meme & more. Enjoy!

Follow Lucas: https://x.com/buffalu__

Follow Sreeram: https://x.com/sreeramkannan

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:11) What Is Restaking?

(03:33) Jito’s Restaking

(06:25) The EigenLayer Origin Story

(13:59) The Restaking Business Model

(17:48) Why Does Restaking Matter?

(26:52) Restaking On Solana vs Ethereum

(34:37) Data Availability

(42:39) Solana’s Inflation Impact On Staking

(45:31) Is Economic Security A Meme?

(52:39) Biggest Misconceptions About Restaking

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's All Time High Chain Activity | Weekly Roundup

Wed, 22 Jan 2025 10:30:00 -0000

Gm! We're back with a special episode to discuss how Solana performed over the weekend as Trump launched his meme coin. We deep dive into the record on chain activity that occurred, how Solana managed to perform, the impact of Jito, what happened with Coinbase & more. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:27) Solana’s Chain Performance

(09:48) Ledger Ad

(10:36) Breaking On Chain Records & The Jito Impact

(18:54) Code Inefficiencies

(21:44) Landing Transactions

(26:54) Solana Outages

(28:12) Is The $TRUMP Launch Bad For Crypto?

(43:56) Coinbase

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana With Matthew Sigel

Tue, 21 Jan 2025 14:06:00 -0000

Gm! this week Matthew Sigel returns to discuss the current state of Solana in 2025. We deep dive into Van Eck's new ETF filing, the state of the market, crypto IPOs under a Trump administration, unlocks on Solana & more. Enjoy!

Follow Matthew: https://x.com/matthew_sigel

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:22) Van Eck’s Onchain Economy ETF

(05:15) The Rise Of XRP

(09:43) Renaud Partners Ad

(10:43) Finding Projects In Crypto

(14:50) Crypto IPOs

(18:57) State Of The Market

(20:58) Solana Unlocks

(27:06) MEV On Solana

(35:18) Value Accrual Of L2s

(39:32) Ethereum vs Solana Apps

(41:29) The Solana ETF

(45:12) Speculation vs Utility

(47:35) Alt L1s

(48:41) Data Availability

(50:45) The State Of Solana

(56:25) VanEck Ventures

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana Needs To Fix Its Inflation Rate | Tushar Jain

Fri, 17 Jan 2025 15:34:00 -0000

Gm! This week, we're joined by Tushar Jain to discuss his most recent Solana improvement proposal to reduce Solana's inflation & switch to a market based inflation rate. We deep dive into Solana's current emission schedule, how this could be improved, Solana the asset vs the network & another SIMD proposal Tushar is preparing to announce. Enjoy!

Find out more about Tushar's inflaion proposal here: https://x.com/TusharJain_/status/1879942468726079773

Follow Tushar: https://x.com/TusharJain_

Follow Jack: https://x.com/whosknave

Follow Mert: https://x.com/0xMert_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:39) Solana’s Inflation Problem

(07:42) Ledger Ad

(08:32) The Role Of Staking

(16:46) Solana: The Asset vs The Network

(20:24) Multicoin’s Solana Inflation Proposal

(33:17) The Role Of MEV

(37:37) Risks To Reducing Inflation

(47:21) Multicoin’s Staking Proposal

(54:53) Market Based Inflation

(57:16) MEV On Solana

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Bull Case For Solana In 2025 | Ryan Watkins

Tue, 14 Jan 2025 16:12:00 -0000

Gm! This week, we're joined by Ryan Watkins to discuss the bull case for Solana in 2025. We deep dive into how Ryan's Solana thesis has developed over time, the rise of AI agents, the state of applications in crypto what to expect in 2025 & more. Enjoy!

Follow Ryan: https://x.com/RyanWatkins_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:45) The Solana Thesis

(08:48) App Fees & Revenue

(12:22) Renaud Partners Ad

(13:23) Crypto Infra: Speculation vs Utility

(17:29) AI Agents

(25:20) The Syncracy Thesis

(28:58) L1 Competition

(36:29) Bitcoin & The Rise Of L2’s

(45:31) Hyperliquid

(51:56) Does Decentralization Matter?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto’s Annoying MEV Problem | Weekly Roundup

Fri, 10 Jan 2025 09:00:00 -0000

Gm! In this episode, we’re joined by Dan Smith to discuss avoiding noise in crypto data, the issue with FDV, and stablecoin supply across chains. Finally, we end the podcast by diving into the concept of conditional liquidity, MEV, and Solana’s sandwich attack problem.

Enjoy!

Resources

Solana MEV Landscape From Helius Labs: https://x.com/__lostin__/status/1877444749298381156

Dan’s Post on the Wash Trading Bot: https://x.com/smyyguy/status/1873461466541486096

Top 10 Chains by Stablecoins: https://x.com/smyyguy/status/1875613474774249724

Follow Dan: https://x.com/smyyguy

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:01) Analyzing a Wash Trading Bot

(09:15) Avoiding Noise in Crypto Data

(16:18) Ledger Ad

(17:18) Renaud Partners Ad

(18:06) The Issue with FDV

(30:43) Stablecoin Supply Across Chains

(42:29) Thoughts on Conditional Liquidity and MEV

(50:21) Solana's Sandwiching Problem

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Breaking Down The Hyperliquid Hype | Weekly Roundup

Mon, 06 Jan 2025 12:27:00 -0000

Gm! This week, we discuss Hyperliquid and decentralization, the potential for Solana and crypto ETFs, and Mert’s developer thesis. We also delve into whether AI agents are being overhyped, some of the biggest problems with crypto & more. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:21) The Power Of Writing

(04:48) Hyperliquid & Decentralization

(16:47) Decentralization & L2s

(21:36) Renaud Partners Ad

(22:37) Ledger Ad

(23:25) Solana & Crypto ETFs

(30:33) AI Agents

(36:45) Crypto's Biggest Problem

(40:21) Developer Thesis For 2025

(51:44) Crypto Charity Fundraising

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Maximizing Your Privacy With Zcash | Zooko & Sean

Tue, 31 Dec 2024 09:00:00 -0000

Gm! This week, we’re joined by Zooko, Sean Bowe, and Anatoly to discuss Zcash! We covered scaling Zcash, how it works and whether or not it can function as money, and how Zcash fits into your privacy stack.

Enjoy!

Follow Zooko: https://x.com/zooko

Follow Sean: https://x.com/ebfull

Follow Anatoly: https://x.com/aeyakovenko

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:58) What is Zcash?

(04:49) Scaling Zcash

(20:35) Chaos Labs Ad

(21:34) Renaud Partners Ad

(22:37) Ledger Ad

(23:23) Can Zcash Function as Money?

(27:16) How Does Zcash Work?

(42:50) Transitioning Away From Proof of Work

(52:55) Zcash as Part of Your Privacy Stack

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's 2024 Year In Review | Weekly Roundup

Fri, 27 Dec 2024 12:00:00 -0000

Gm! This week, we're back with the final roundup of 2024. We reflect on 2024, by discussing what went well vs what can be improved for Solana. We deep dive into Solana's liveness issues, transactions problems, the rise of meme coins & their impact on the network before finally discussing what to expect in 2025. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:17) Solana Year In Review

(09:38) Chaos Labs Ad

(10:38) Renaud Partners Ad

(11:38) Ledger Ad

(12:26) Solana’s Liveness Issues In 2024

(19:19) Solana’s Transaction Problems

(28:28) Solana’s New All Time High

(33:50) Meme Coins

(43:25) Stablecoins

(51:53) What To Expect In 2025?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Rise Of AI Agents | Jeffy Yu & Yash Agarwal

Tue, 24 Dec 2024 11:22:00 -0000

Gm! This week, we're joined by Jeffy Yu & Yash Agarwal to discuss the rise of AI agents. We deep dive into launching Solana's first AI hackathon, what can the rise of AI agents unlock, are agents here to stay & much more. Enjoy!

–

Follow Yash: https://x.com/yashhsm

Follow Jeffy: https://x.com/jyu_eth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:52) Launching Solana’s First AI Hackathon

(04:28) The Rise Of AI Agents

(06:59) AI Agent Saturation

(10:45) Chaos Labs Ad

(11:44) Renaud Partners Ad

(12:45) Ledger Ad

(13:33) Are AI Agents Here To Stay?

(19:56) AI Trading

(23:38) What Are Swarms?

(26:09) Agents On Telegram

(30:15) Crypto’s AI Moment

(39:39) Solana’s AI Ecosystem

(45:29) What Needs To Improve With AI Agents?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

What Solana Needs To Fix | Max Resnick

Fri, 20 Dec 2024 14:13:00 -0000

Gm! This week, we're joined by Max Resnick to discuss why he left the Ethereum ecosystem to focus on Solana. We deep dive into joining Anza, what Solana needs to fix to be successful, will Solana or Ethereum ever be considered money, the firedancer impact & more. Enjoy!

–

Follow Max: https://x.com/MaxResnick1

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:08) Leaving Ethereum For Solana

(07:00) The L1 vs L2 Debate

(09:38) The End Game For Solana

(12:21) Chaos Labs Ad

(13:20) Renaud Partners Ad

(14:20) Ledger Ad

(15:14) Joining Anza

(17:11) Solana’s Issuance Schedule

(22:14) Will Ethereum & Solana Ever Be Money?

(24:28) MEV On Solana

(27:56) Solana Fee Markets

(32:33) Slashing On Solana

(34:41) Max’s Vision For Solana

(41:03) Firedancer

(44:27) Attracting Developers To Crypto

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Ethereum's North Star Problem With Jon Charbonneau

Tue, 17 Dec 2024 14:00:00 -0000

Gm! This week, we're joined by Jon Charbonneau for a discussion on his most recent piece "Ethereum’s North Star". We deep dive into the state of L1s, does Ethereum need a north star, what to expect in 2025 & much more. Enjoy!

–

Follow Jon: https://x.com/jon_charb

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Read Jon's Ethereum’s North Star Piece: https://dba.xyz/ethereums-north-star/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:23) Ethereum’s North Star

(05:49) Solana’s North Star vs Alt L1’s

(09:59) Chaos Labs Ad

(10:59) Ledger Ad

(11:53) Renaud Partners Ad

(12:53) Creating A North Star

(19:03) Feedback On Jon’s Piece

(28:18) Memetics vs Fundamentals

(31:34) Main Concerns For Solana

(39:35) The Jito Mempool

(45:01) Real Economic Value

(50:20) What To Expect In 2025

(55:44) Crypto’s Unsolved Problems

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why More Teams Are Building On Solana | Weekly Roundup

Fri, 13 Dec 2024 14:00:00 -0000

Gm! This week, we're back with another weekly roundup! We discuss the numerous teams coming over to build on Solana, the Pudgy Penguin token launch, raising Solana's block limits the impact of sandwich attacks & more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:56) Finding Talent In Crypto

(10:04) Pudgy Penguins

(13:29) Chaos Labs Ad

(14:28) Ledger Ad

(15:17) Teams Coming To Solana

(20:56) Pump.fun Banned In The U.K

(30:48) SocialFi & Crypto Twitter

(34:44) Raising The Block Limit

(41:24) Sandwich Attacks

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Everything You Need To Know About DoubleZero | Austin Federa

Wed, 11 Dec 2024 12:00:00 -0000

Gm! This week, we're joined by Austin Federa to discuss the launch of DoubleZero. We deep dive into leaving the Solana Foundation, Austin's vision for reshaping the internet, the DoubleZero business model, what to expect in 2025 & much more. Enjoy!

–

Follow Austin: https://x.com/Austin_Federa

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:46) Title: Founding DoubleZero

(08:58) Title: The DoubleZero Unlock

(14:04) Chaos Labs Ad

(15:04) Ledger Ad

(15:58) Renaud Partners Ad

(16:58) Reshaping The Internet

(21:29) Demand For Fibre

(32:44) The DoubleZero Origin Story

(35:28) State Propagation

(39:21) The DoubleZero Business Model

(47:12) What's Next For DoubleZero?

(48:48) Leaving The Solana Foundation

(58:58) Looking Forward To 2025

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Accelerating Crypto's Ultimate Vision With Jack Lu

Fri, 06 Dec 2024 16:33:00 -0000

Gm! This week, we're joined by Jack Lu for a discussion on the current state of the NFT market. We deep dive into Magic Eden's token launch, what's next for NFTs, AI agents & more. Enjoy!

–

Follow Jack Lu: https://x.com/0xLeoInRio

Follow Jack Kubinec: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:35) Magic Eden Token Launch

(14:16) Chaos Labs Ad

(15:16) Ledger Ad

(16:10) NFT Metrics

(21:40) What's Next For NFTs?

(26:28) AI Agents

(28:30) NFT Revenue

(32:21) The Magic Eden Mission

(39:40) Building A Brand In Crypto

(42:25) Crypto's Mobile Wave

(46:54) Building For The Long Term

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana In 2024 With Raj Gokal

Wed, 04 Dec 2024 18:12:00 -0000

Gm! This week, we're joined by Raj Gokal to discuss the past, present & future of Solana. We deep dive into the state of crypto in 2024, recovering from the FTX fallout, Solana's ultimate vision & more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:34) Crypto In 2024

(08:38) The FTX Fallout

(12:14) Chaos Labs Ad

(13:13) Ledger Ad

(14:14) Renaud Partners Ad

(15:12) Increase Bandwidth Reduce Latency

(17:36) Solana's Ultimate Vision

(22:57) Finding Top Talent

(30:17) Founding Solana

(33:34) Building In Crypto

(38:38) The Early Days Of Solana

(41:29) Advice For Founders

(46:37) Why Build On Solana?

(48:13) Finding A Mission Statement

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana Hits A New All Time High | Weekly Roundup

Fri, 29 Nov 2024 12:00:00 -0000

Gm! This week, we're back with another roundup. We deep dive into Solana's new all time high, the Pump.fun drama, are memes positive for crypto & more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:16) Solana Hit's A New All Time High

(07:26) Pump.fun

(13:39) Chaos Labs Ad

(14:39) Ledger Ad

(15:37) Are Memes Positive Or Negative For Crypto?

(29:59) Increase Bandwidth Reduce Latency

(35:55) Financialization In Crypto

(39:27) Short-Termism vs Long Term Building

(43:40) Crypto IPOs

(45:38) Timely Vote Credits

(53:38) The Crypto Elevator Pitch

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Launching Sky On Solana With Rune Christensen

Tue, 26 Nov 2024 21:52:00 -0000

Gm! This week Rune Christensen joins the show to discuss the launch of Sky on Solana. We deep dive into why Rune chose to launch on Solana, the future of DeFi, decentralization in crypto, the growth of stablecoins on Ethereum vs Solana & more. Enjoy!

–

Follow Rune: https://x.com/RuneKek

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe to the Lightspeed

Newsletter: https://blockworks.co/newsletter/lightspeedUtilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any on-chain application with a market. Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work. Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(00:00) Introduction

(03:11) Launching Sky On Solana

(08:13) From Maker To Sky

(12:39) Chaos Labs Ad

(13:39) Ledger Ad

(14:37) Renaud Partners Ad

(15:40) Decentralization In Crypto

(33:49) DeFi On Solana

(43:20) Stablecoin Liquidity

(53:38) Futarchy

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

What Can We Learn From Sui's Outage? | Weekly Roundup

Fri, 22 Nov 2024 13:43:00 -0000

Gm! This week, we're back with another roundup. We deep dive into Sui's reported outage, how L1's can compete with each other, does Solana have a moat or not & much more. Enjoy

–

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on https://shop.ledger.com/?r=1da180a5de00.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:17) Who's Building On Solana?

(08:58) What Can We Learn From Sui's Outage?

(17:35) Chaos Labs Ad

(18:35) Ledger Ad

(19:33) Alt L1's & VM's

(22:38) Does Solana Have A Moat?

(25:41) Grants & Partnerships In Crypto

(37:35) Sky's Stablecoin Launches On Solana

(39:24) Stablecoins On Solana

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Total Economic Value Keeps Reaching New Highs | Dan Smith

Wed, 20 Nov 2024 12:00:00 -0000

Gm! This week, we're joined by Dan Smith from Blockworks Research. We discuss what's happening on Solana as total economic value keeps reaching new highs. We deep dive into Solana's inflation, staking SOL, Solana's transition to a top three asset within crypto & comparing the 2021 cycle to today. Enjoy!

–

Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Mert: https://x.com/0xMert_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Buy now on Ledger.com.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:14) Solana Economics

(07:55) Staking SOL

(15:08) Sei Protocol Ad

(15:35) Ledger Ad

(16:11) Solana's REV All Time High

(24:33) Sandwiching Attacks

(29:18) Solana's Fee Market

(41:50) The 2021 Cycle vs Now

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana & Ethereum Still Need To Compete | Weekly Roundup

Fri, 15 Nov 2024 16:18:00 -0000

Gm! This week, we're back with another roundup. We deep dive into Ethereum's Beam Chain announcement, why it's more important than ever for projects to execute today in crypto, JITO's outage, staking on Solana & so much more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

Buy now on Ledger.com.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:03) Ethereum Beam Chain

(18:39) Chaos Labs Ad

(19:38) Ledger Ad

(20:14) The JITO Outage

(30:36) Bitcoin's ATH Breakout

(35:11) Will Solana Flip Ethereum?

(41:38) Solana Staking

(46:42) Crypto Regulation Under Trump

(51:01) Polymarket

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Will We See A Solana ETF In 2025? | Eliezer Ndinga

Tue, 12 Nov 2024 14:00:00 -0000

Gm! This week, we're joined by Eliezer Ndinga of 21 Shares to discuss the path forward for a Solana ETF. We deep dive into the election impact on regulation within crypto, DeFi's renaissance, the SEC vs crypto & why Eliezer is bullish on Solana. Enjoy

–

Follow Jack: https://x.com/whosknave

Follow Eliezer: https://x.com/elindinga

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Buy now on Ledger.com.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:32) The Election Impact

(06:28) DeFi Renaissance

(08:48) The SEC vs Crypto

(13:44) Ethereum vs Solana Dominance

(19:33) Sei Protocol Ad

(20:00) Ledger Ad

(20:36) The Solana ETF

(34:02) Solana ETF Demand

(37:58) The 2025 Crypto ETF Cycle

(42:19) Bullish On Solana

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Ultimate Vision | Anatoly Yakovenko

Sat, 09 Nov 2024 14:00:00 -0000

Gm! This week, we're joined by Anatoly Yakovenko Co-Founder of Solana Labs. We deep dive into Solana transaction fee's, how to remain competitive within crypto, SOL inflation, competing with Apple & Google, does Solana have a moat & so much more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Anatoly: https://x.com/aeyakovenko

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Buy now on Ledger.com.

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:51) Solana's Transaction Front Running

(06:37) Solana Fee Markets

(10:18) Composability At Scale

(12:50) Competing With L2s

(19:43) Ledger Ad

(20:20) Synchronous Composability

(21:59) Validators

(27:06) Solana Inflation

(29:16) How Does Solana Compete?

(32:31) Execution Is A Moat

(35:36) Firedancer

(40:47) Solana Mobile

(45:25) Competing With Apple & Google

(47:04) L1 Business Models

(49:49) Solana Bandwidth

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Intersection Of Crypto & AI | Andrej Radonjic

Tue, 05 Nov 2024 18:02:00 -0000

Gm! This week, Andrej Radonjic joins the show to discuss the recent Grass airdrop, how crypto can help fix the internet, the intersection of AI & crypto & much more. Enjoy!

–

Follow Andrej: https://x.com/0xdrej

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) - Introduction

(02:08) - Airdrop Takeaways

(11:35) - Web Scraping

(18:38) - Sei Ad

(19:04) - DePiN & Grass Data Capacity

(27:54) - Token Demand & Utility

(30:36) - Training AI Models

(33:56) - Can Crypto Fix The Internet?

(37:14) - Monetizing AI

(40:04) - Building On Solana

(42:55) - Rollups

(45:30) - What's Next For Grass?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Bull Case For Solana | Joe McCann

Thu, 31 Oct 2024 14:59:00 -0000

Gm! This week, Joe McCann joins the show to deep dive into his Solana thesis. We discuss whether Solana is still positioned to outperform even after the huge run up in 2024, the election impact on crypto markets, the bullish macro backdrop for risk assets, crypto venture, memes & more. Enjoy!

–

Follow Joe: https://x.com/joemccann

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Timestamps:

(00:00) Introduction

(00:51) The Solana Thesis

(09:09) SOL/ETH Ratio

(12:22) Chain Performance

(17:26) Who's Buying SOL?

(20:16) The Election Impact

(26:46) Trading The Election

(34:18) Meme Coins

(44:37) Solana's Biggest Risk

(48:13) Crypto Venture

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's On Chain Boom | Weekly Roundup

Tue, 29 Oct 2024 13:00:00 -0000

Gm! This week, we're back with another roundup. We discuss Solana's on chain boom, why economic value reached a new all time high, Stripe's recent acquisition of Bridge & much more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:29) Solana's On Chain Boom

(10:17) Solana's Breaking Point

(14:21) Firedancer

(18:47) Sei Ad

(19:13) Solana's Economic Value

(22:37) Memecoins & Fee Markets

(31:35) Meme's

(35:31) Stripe Acquires Bridge

(40:35) Crypto M&A, IPOs & Regulation

(45:07) Crypto Mobile Apps

(56:11) SocialFi

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Crypto Is Connecting Global Payment Networks | Daniel Lev

Wed, 23 Oct 2024 13:55:00 -0000

Gm! This week, we’re joined by Daniel Lev from Coinflow! We discussed Stripe’s acquisition of Bridge, challenges faced by crypto payments businesses, and TradFi’s adoption of stablecoins. Additionally, we unpacked the impact of US regulations on the stablecoin sector, and the fees associated with on and off-ramps in crypto. Finally, we covered interesting use cases Coinflow is enabling today. Enjoy!

–

Follow Coinflow: https://x.com/CoinflowLabs

Follow Daniel: https://x.com/SirDigitalDan

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:45) Stripe Acquires Bridge

(07:03) Challenges Faced By Payments Businesses

(10:46) The Problems With ACH

(14:07) TradFi Adoption of Stablecoins

(26:58) Sei Ad

(27:25) How Cypherpunk Are Stablecoins?

(30:49) Struggling With US Regulations

(41:06) Fees Associated With Crypto Ramp Providers

(45:53) Daniel's Journey Before Coinflow

(50:28) Gaining Solana Labs as a Client

(52:04) Mobile Integrations

(55:10) What Is Coinflow Enabling Today?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Next Chapter Of Solana Mobile | Emmett Hollyer

Thu, 17 Oct 2024 13:23:00 -0000

Gm! this week, Emmett Hollyer joins the show to discuss the next chapter of Solana Mobile ahead of their latest phone release in 2025. We reflect on why the Solana Saga was successful, how to create a great product, crypto UX & how crypto can break the mobile duopoly. Enjoy!

Follow Emmett: https://x.com/m_it

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Timestamps:

(00:00) Introduction

(01:47) Solana Mobile

(06:38) Building A Crypto First Phone

(08:27) Solana Seeker

(11:17) Solana Saga

(16:09) Marques Brownlee's Saga Phone Reaction

(17:53) The Saga Phone Breakout Moment

(20:12) Solana Mobile's Adoption Flywheel

(24:44) Breaking Up The Mobile Duopoly

(30:28) Super Apps vs Decentralization

(34:56) Crypto Apps

(40:11) Crypto UX

(41:51) The Next Chapter For Mobile

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Best Shot At Mainstream Adoption | Live At Permissionless

Tue, 15 Oct 2024 14:32:00 -0000

Gm! this week, we're live at Permissionless with a discussion on crypto's creator economy. We deep dive into capturing attention in crypto, building DRiP, why build on Solana, NFTs, meme coins & more. Enjoy!

Follow Vibhu: https://x.com/vibhu

Follow Steve: https://x.com/solanasteve_

Follow Jake: https://x.com/SolJakey

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

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(00:00) Introduction

(01:22) Crypto's Creator Economy

(07:14) Capturing Attention In Crypto

(13:27) Content On DRiP

(17:24) Why Build On Solana?

(17:50) Sei Ad

(25:57) Investments vs Commerce In Crypto

(29:28) Building A Media Company In Crypto

(31:22) NFTs

(42:21) Will DRiP Ever Launch A Token?

(45:38) Meme Coins

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana DeFi Today | Tristan Frizza & Jayant Krishnamurthy

Fri, 11 Oct 2024 14:42:00 -0000

Gm! this week, we're live from Permissionless with Tristan Frizza & Jayant Krishnamurthy. We discuss the current & future state of DeFi on Solana, the rise of alt L1s, the next evolution of DeFi & what Solana can improve on in the future. Enjoy!

Follow Tristan: https://x.com/Tristan0x

Follow Jayant: https://x.com/jayantkrish

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

(00:00) Introduction

(01:24) Bringing Trading On Chain

(04:41) Solana L2s

(06:26) Solving Crypto's Oracle Problem

(10:46) The State Of DeFi On Solana

(16:17) The Next Evolution Of DeFi

(21:17) The Rise Of Alt L1s

(30:59) What Solana Can Improve On

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Going All In On Solana | Leah Wald

Tue, 08 Oct 2024 17:11:00 -0000

Gm! this week, Leah Wald joins the show to discuss what led Cypherpunk Holdings to go all in on Solana. We deep dive into the Solana ETF outlook, investing in the ecosystem, the role of staking, TradFi demand for Solana & much more!

Follow Leah: https://x.com/LeahWald

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Timestamps:

(00:00) Introduction

(02:25) Going All In On Solana

(09:14) Investing In The Solana Ecosystem

(16:01) Solana ETF

(23:50) Staking

(30:45) TradFi Demand For Solana

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Firedancer: Unlocking Solana's Scaling Roadmap | Weekly Roundup

Sat, 05 Oct 2024 12:59:00 -0000

Gm! this week, we begin by discussing Snowden's recent comments that Solana is centralized. We then deep dive into Mert's biggest takeaways from recent conferences, the impact of Firedancer, reasons to be bullish DePin & more. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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(00:00) Introduction

(03:28) Is Solana Centralized?

(18:02) Defining Success In Crypto

(23:49) Sei Ad

(24:15) Firedancer

(32:50) Solana TPS & Block Demand

(39:37) The Firedancer Impact

(44:49) Crypto's KOLs

(53:09) Crypto Conferences

(56:19) Bullish DePin

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Killer Use Case Built On Solana | Arnold Lee

Wed, 02 Oct 2024 17:00:00 -0000

Gm! This week Arnold Lee joins the show to discuss how Sphere is accelerating global payments for fintech companies by leveraging Spherenet built on the SVM. We deep dive into what is Spherenet, the problem with global payments, permissioned vs permissionless systems & more. Enjoy!

Follow Arnold: https://x.com/0xdirichlet

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

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(00:00) Introduction

(02:58) What Is Spherenet?

(10:26) The Spherenet Roadmap

(14:55) Sei Protocol Ad

(15:22) Permissioned vs Permissionless Chains

(25:18) The Future Of Crypto

(33:03) Crypto Payments

(48:14) Working With Iggy Azalea

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How DePIN Is Revolutionizing Social Coordination | Sean Carey

Thu, 26 Sep 2024 15:17:00 -0000

Gm! In this episode, Sean Carey, Partner at Borderless Capital, joined us to discuss all things DePIN! We dove into DePIN selling points, the sustainability of DePIN projects, and what infrastructure makes the most sense for DePIN. Additionally, we spoke about why crypto and DePIN work so well together. Finally, we closed the episode by discussing Solana’s impact on the future of DePIN networks. Enjoy!

Follow Borderless Capital: https://x.com/borderless_cap

Follow Sean: https://x.com/densone

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

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Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:53) Borderless Capital's DePIN Fund

(11:59) DePIN Selling Points to LPs

(28:09) Sei Ad

(28:36) How Many DePIN Projects Are Sustainable?

(35:02) What Infrastructure Makes the Most Sense For DePIN?

(43:21) DePIN Needs Crypto

(58:33) Solana's Impact on DePIN

(1:03:01) Optimizing L1s For DePIN

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Ephemeral Rollups Impact Solana Gaming | Andrea, MagicBlock

Tue, 24 Sep 2024 14:20:00 -0000

Gm! In this episode, we’re joined by Andrea Fortunio, Co-founder of MagicBlock! We discussed the current state of the Solana gaming industry, AAA vs Mobile gaming, and the benefits of Ephemeral Rollups. Additionally, we dove into the security implications of utilizing optimistic rollups in onchain gaming. We ended the episode with coverage of MagicBlock’s current timelines, and their experience in the A16z accelerator. Enjoy!

Resources

MagicBlock Engine footage: https://x.com/magicblock/status/1802717656102978040

–

Follow MagicBlock: https://x.com/magicblock

Follow Andrea: https://x.com/supermarioblock

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

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Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(05:07) Why Run Games Fully Onchain?

(11:42) The Solana Gaming Industry

(15:47) AAA Games vs Mobile Gaming

(18:05) Sei Ad

(18:31) The Benefits of Ephemeral Rollups

(36:41) Security Implications of Optimistic Rollups for Onchain Gaming

(40:10) Why Not Build A L2?

(46:16) MagicBlock Timelines

(50:55) A16z Accelerator & Crypto Gaming Sentiment

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Can Seeker Unlock Solana’s True Potential? | Ian Unsworth

Sat, 21 Sep 2024 15:03:00 -0000

Gm! In this episode, Jack and Ian Unsworth from Kairos Research discuss Solana Mobile’s latest device, Seeker, and its potential impact on Solana’s growth. Additionally, they dive into the value proposition for Non-Bitcoin ETFs, and Trump’s upcoming DeFi project. They close out by asking - will Solana restaking be successful? Enjoy!

Resources

Helius Funding Announcement: https://x.com/0xMert_/status/1836578165977915858

Drift Funding Announcement: https://x.com/DriftProtocol/status/1836752136614658325

The Next Chapter of Solana Mobile: https://x.com/solanamobile/status/1836614409613119632

Cypherpunk Holdings Rebrands: https://blockworks.co/news/lightspeed-newsletter-sol-strategies-rebrand

Follow Ian: https://x.com/Ian_Unsworth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:07) Drift & Helius Announce Funding Rounds

(03:37) The Solana Seeker

(20:16) Seeker's Impact On Crypto Gaming

(28:12) Sei Protocol Ad

(28:38) Cypherpunk Holdings Rebrands to Sol Strategies

(35:16) The Value Proposition For Non-Bitcoin ETFs

(41:27) Trump Buys Burgers With Bitcoin

(44:01) Trump's DeFi Project

(47:49) Will Solana Restaking Be Successful?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The State of Solana DeFi | MacBrennan, MarginFi

Tue, 17 Sep 2024 15:10:00 -0000

Gm! In this episode, MacBrennan, Co-founder of MarginFi, joined us to discuss the state of Solana DeFi, crypto founder exhaustion, and crypto’s image problem. We also asked ourselves, where are the new users? Finally, told us how MarginFi has navigated 2024, and what he is optimistic about in crypto today. Enjoy!

Resources

MacBrennan’s Take on Founder Exhaustion: https://x.com/macbrennan_cc/status/1824203471656194259

Follow MacBrennan: https://x.com/macbrennan_cc

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

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Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:45) The State of Solana DeFi

(07:28) Are Crypto Founders Exhausted?

(16:46) Sei Ad

(17:13) Where Are the New Users?

(28:39) Crypto's Image Problem

(38:09) MarginFi Today

(48:45) Optimism in Crypto

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

The Lack of Bold Bets in Crypto | Weekly Roundup

Fri, 13 Sep 2024 13:20:00 -0000

Gm! In this episode, Jack and Mert discuss the state of SocialFi, the lack of bold bets in crypto, and what it means for crypto to succeed. They also dove into how Proof of Stake systems should work, and how sandwich attacks can be reduced onchain. Finally, they covered new DePIN projects coming to market. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:08) Is SocialFi Dead?

(17:20) The Lack of Bold Bets in Crypto

(26:44) What Does It Mean For Crypto to Succeed?

(32:27) Sei Ad

(32:53) How Should A Proof of Stake System Work?

(47:41) Reducing Sandwich Attacks

(53:31) New DePIN Projects Coming to Market

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Unpacking Solana’s Total Economic Value | Dan Smith

Tue, 10 Sep 2024 15:25:00 -0000

Gm! In this episode, Dan Smith from Blockworks Research joined us to discuss L2 MEV extraction, Blockworks Research’s Solana Dashboard, and Total Economic Value on Solana! Additionally, we discussed how validators earn revenue from MEV, and supporting small validators. Finally, we unpacked Sanctum's recent LST partnerships, and speculated on whether or not NFTs will ever make a comeback. Enjoy!

Resources

Blockworks Research Solana Dashboard: https://solana.blockworksresearch.com/

Dan Checks the Chain Part 1: https://x.com/smyyguy/status/1831761080252539182

Dan Checks the Chain Part 2: https://x.com/smyyguy/status/1831803935549747563

Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

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(00:00) Introduction

(03:23) Is MEV Being Extracted on L2s?

(15:57) Diving Into the Blockworks Solana Dashboard

(24:34) Access Protocol Ad

(25:16) MyPrize Ad

(25:46) How Do Validators Earn Revenue From MEV?

(28:57) Where Should TEV Be Going?

(33:44) Supporting Small Validators

(42:40) Are Stakers Entitled to a Large Share of TEV?

(48:08) Sanctum's LST Partnerships

(55:39) Are NFTs Coming Back?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Incubating Solana’s Next Unicorns | Emon Motamedi

Thu, 05 Sep 2024 14:57:00 -0000

Gm! In this episode, we’re joined by Emon Motamedi, the Head of Solana Incubator! We discussed Solana Incubator’s selection process, the first cohort of projects, and synergies with Solana Mobile. We also dove into the stories behind Sanctum and Meme Royale! Finally, Emon gave his thoughts on evaluating startups on Solana. Enjoy!

Grow your company alongside Solana Labs: https://incubator.solanalabs.com/

Follow Emon: https://x.com/EmonMotamedi

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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(00:00) Introduction

(01:48) Are Incubators Worth It?

(10:27) Solana Incubator's Selection Process

(14:58) The First Cohort

(22:18) Access Protocol Ad

(22:59) MyPrize Ad

(23:30) Sanctum's Time In The Incubator

(31:59) Which Teams From Cohort One Are Underrated?

(36:31) Meme Royale's Story

(40:42) Synergies With Solana Mobile

(44:12) Emon's Shifting Roles

(47:15) Evaluating Startups On Solana

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Next Narrative | Weekly Roundup

Sat, 31 Aug 2024 14:47:00 -0000

Gm! In this episode, Jack and Mert discuss the recent arrest of Pavel Durov, and its repercussions. They also ask themselves, who does the responsibility of content moderation fall on? Additionally, they unpack the internal debate heating up within the Ethereum Community. Finally, they talk about how they view narratives, and what Solana’s next narrative might be. Enjoy!

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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(00:00) Introduction

(05:01) Pavel Durov Arrested

(19:55) Who Does the Responsibility of Content Moderation Fall On?

(25:20) Access Protocol Ad

(26:01) MyPrize Ad

(26:31) Internal Debate Within the Ethereum Community

(40:16) DeFi Needs to Be Downstream of a Productive Economy

(51:19) What Is Solana's Next Narrative?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Will Prediction Markets Survive? | Kyle & Nigel

Thu, 29 Aug 2024 14:47:00 -0000

Gm! In this episode, Kyle, the CEO of Hedgehog Markets, and Nigel, the CEO of BetHog, joined us to discuss a burning question: will prediction markets survive? We covered the UI improvements prediction markets have made, how these markets are useful for surveying public opinion, and solutions for resolving gray area outcomes. Additionally, we talked about Hedgehog Markets usage of Blinks for prediction markets. Finally, Kyle told us what success looks like for Hedgehog Markets. Enjoy!

Resources

Nigel’s Post on Prediction Markets: https://x.com/nigeleccles/status/1828133312306552854

Follow Kyle: https://x.com/kdipep

Follow Nigel: https://x.com/nigeleccles

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

–

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(03:17) Prediction Markets vs Betting Platforms

(08:28) Will Prediction Markets Survive After the US Election?

(20:06) Improving the UI of Prediction Markets

(24:08) Surveying Public Opinion With Prediction Markets

(26:53) Resolving Gray Area Outcomes

(34:10) Access Protocol Ad

(34:52) MyPrize Ad

(35:24) Using Blinks For Prediction Markets

(38:34) Benefits of Betting and Prediction Markets Onchain

(50:52) Why Do Sportsbooks Ban Sharp Users?

(56:29) Futarchy: A New Form of Governance

(1:08:14) What Does Success Look Like For Hedgehog?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto’s Instant Payments Breakthrough | Ben Mills

Tue, 27 Aug 2024 15:10:00 -0000

Gm! In this episode, Ben Mills, the Co-founder of Meso, joined us to discuss peer-to-peer payments! We looked back on the early days of P2P payment apps, how crypto can improve upon these web2 systems, and building trust with users. Additionally, we discussed his journey from Venmo to Solana, and how Venmo was able to stand out amongst its peers. Finally, we talked about the unique challenges crypto founders face, and how mainstream adoption is a meme. Enjoy!

Follow Ben: https://x.com/benemills

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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00:00: Introduction

02:07: What's Interesting in Crypto Today?

05:35: Optimism Around Crypto Apps and Infrastructure

11:26: The Early Days of Payments Apps

17:55: How Can Crypto Improve P2P Payments?

21:47: Access Protocol Ad

22:28: MyPrize Ad

22:59: What Did Venmo Do Differently?

32:07: Making the Leap From Venmo to Solana

38:25: Crypto's Instant Payments Breakthrough

45:48: The Unique Challenges of Building in Crypto

56:04: Mainstream Adoption is a Meme

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto Incentive Models Are Broken | Weekly Roundup

Thu, 22 Aug 2024 15:23:00 -0000

Gm! In this episode, Jack and Mert discuss how betting rebranded to prediction markets, and potential SocialFi and prediction market crossovers! They also dove into the EigenLayer airdrop controversy, and the conflicts of interest associated with it. Additionally, they asked - do we need fewer tokens? Are current crypto incentive models broken? Finally, they discussed the pros and cons of crypto payment systems. Enjoy!

Resources

Unpacking a potential Polymarket ‘ban’: https://blockworks.co/news/unpacking-potential-polymarket-ban

Coindesk: Top Crypto Startup Drove Other Projects’ Airdrops to its Employees: https://x.com/CoinDesk/status/1824067033350258815

EigenLayer’s Response to the Coindesk Article: https://x.com/eigenlayer/status/1824175022308724749

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2822-V0U0FYRTsGIR#expE3HuuYEpKUuo2-nSeNKZCB_BFWHaliw-uZbhhCnM

–

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(00:00) Introduction

(02:01) The Betting to Prediction Market Rebrand

(19:08) SocialFi x Prediction Markets

(22:04) Access Protocol Ad

(22:46) MyPrize Ad

(23:16) EigenLayer Airdrop Controversy

(31:52) Do We Need Fewer Tokens?

(38:27) The Future of Crypto Payments

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Will A Solana ETF Get Approved? | Matthew Sigel

Tue, 20 Aug 2024 16:35:00 -0000

Gm! In this episode, Matthew Sigel from VanEck joined us to discuss VanEck’s Solana ETF filing, gauging customer demand for spot crypto ETFs, and an ETFs impact on the Solana network. We also dive into what Solana needs to improve on, determining the value of L1s, and bringing the NASDAQ onchain.

Enjoy!

Resources

Recent Developments With Solana ETF 19b-4s:https://x.com/matthew_sigel/status/1825630561865715912?s=46&t=Bicxk0ccRPkhOv9SfacvBQ

Follow Matthew: https://x.com/matthew_sigel

Follow Mert: https://x.com/0xMert_

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Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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(00:00) Introduction

(02:20) VanEck's Solana ETF Filing

(05:45) Gauging Customer Demand for Spot Crypto ETFs

(11:07) The SEC's Impact on a Solana ETF Approval

(16:58) What is the Significance of an ETF on the Solana Network?

(20:23) Access Protocol Ad

(21:05) MyPrize Ad

(21:35) VanEck's Memecoin Index

(26:06) Are Meme Narratives Bad For Finance?

(29:19) Determining the Value of L1s

(33:51) How Can Solana Improve?

(41:18) Bringing the NASDAQ onchain

(45:41) What is Solana Doing Well?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

How Ore Broke Solana | Hardhat Chad

Fri, 16 Aug 2024 13:20:00 -0000

Gm! In this episode, Hardhat Chad from Ore joined us to discuss their mission to improve Proof of Work! We discuss Ore’s origin story, differences between Ore v1 vs Ore v2, and how Ore fits into the Store of Value narrative. Additionally, we dive into how Proof of Work concepts can solve the fair launch problem. Finally, Hardhat Chad gives us insight into the upcoming Ore game being developed. Enjoy!

Follow Ore: https://x.com/OREsupply

Follow Hardhat Chad: https://x.com/HardhatChad

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(00:00) Introduction

(01:13) Overview of Ore

(07:19) Ore's Origin Story

(16:02) My Prize Ad

(16:32) Differences Between Ore v1 and Ore v2

(22:32) Ore's Mining Difficulty

(32:07) Why Hold Ore?

(37:29) Can Proof of Work Be Applied to Airdrops?

(46:46) Ore as a Store of Value

(49:11) The Ore Game

(57:10) Hardhat Chad's Founder Journey

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Raydium’s Rise to the Top | 0xInfra

Tue, 13 Aug 2024 15:11:00 -0000

Gm! In this episode, 0xInfra joined us to discuss all things Raydium! We dove into Raydium’s volume boom, how they deter pool deployment spam, and what led to their rise to the top of the Solana DEX space. Additionally, we looked back on the early days of Raydium, where they are today, and where they are heading next! Finally, discussed Pumpfun’s impact on Solana’s onchain activity. Enjoy!

Follow Infra: https://x.com/0xINFRA

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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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–

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(00:00) Introduction

(03:05) Raydium's Volume Boom

(13:39) How Do You Deter Pool Deployment Spam?

(16:01) Bots vs Organic Users

(19:40) Access Protocol Ad

(20:22) MyPrize Ad

(20:52) What Led to Raydium's Rise to the Top of Solana DEXs?

(26:32) The Early Days of Raydium

(38:12) Realizing Memes Were Going to Drive Volume

(43:45) Pump.fun's Impact Onchain

(56:25) Where is Raydium Heading Next?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Solana Still Has a Ton of Problems | Weekly Roundup

Sat, 10 Aug 2024 13:32:00 -0000

Gm! In this episode, Jack and Mert discuss the recent Solana patch, and how security issues are handled. Additionally, they dive into the decentralization of Solana’s validator set, why client diversity matters, and separating market movements from underlying fundamentals. Finally, they discuss Ore v2 and Proof of Work on Solana, and provide their thoughts on how rumors develop. Enjoy!

Follow Mert: https://x.com/0xMert_

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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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–

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[TIMESTAMPS

(00:00) Introduction

(01:37) Handling Security Issues & Decentralization Concerns

(10:20) Access Protocol Ad

(11:02) The Decentralization of Solana Validators

(23:28) Price vs Fundamentals

(35:11) My Prize Ad

(35:41) A Builder's Mindset in Crypto

(41:01) Ore & Proof of Work on Solana

(49:01) Thoughts on Bad Faith Rumors

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Blinks Built On Solana | Chris Osborn & Jon Wong

Mon, 05 Aug 2024 14:29:00 -0000

We're so back!

This week we invite Chris Osborn & Jon Wong to the show to discuss one of the most exciting announcements in recent weeks within crypto... Blinks. We deep dive into what are Blinks, why they're needed for the internet, attracting developers, and the roadmap for the rest of 2024 & beyond. Enjoy!

Follow Chris: https://x.com/aliquotchris

Follow Jon: https://x.com/jnwng

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Follow Jack: https://x.com/whosknave

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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2798-btCKUaDKpByo#yhgOUz70HUz2u4D1NRmsvWTH8SK_xbRcH_HwNLqWKyc

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(00:00) Introduction

(02:44) What Are Blinks?

(07:10) Blinks Are Needed For The Internet

(10:23) Access Protocol Ad

(11:05) Blinks On Mobile & Attracting Devs

(16:51) The Blinks Business Model

(22:30) The Blinks Origin Story

(31:36) Security

(40:50) Integrating Blinks Into Twitter

(45:53) What's Next For Blinks?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Unlocking DeFi With Infinex | Kain Warwick

Thu, 11 Jul 2024 14:56:00 -0000

Gm! In this episode, we explore Infinex’s mission to unlock DeFi by massively improving the onchain user experience. We discuss Kain’s crypto journey to date, the impact fees have on UX, and Infinex’s decision to integrate Solana. Finally, we cover the Craterun yield farming campaign, and how the current token meta could be broken. Enjoy!

Follow Kain: https://x.com/kaiynne

Follow Infinex: https://x.com/infinex_app

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—-

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Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.

—-

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—--

(00:00) Introduction

(02:02) Kain's Crypto Journey

(06:03) What is DeFi Missing?

(10:52) Helium Mobile Ad

(11:31) Issues With Onchain UX

(22:39) Infinex as a Portal Into DeFi

(25:05) Solana Integration & The Impact of Fees on UX

(36:45) Access Protocol Ad

(38:04) Permissionless III Ad

(39:07) What is Crate Run?

(43:35) Breaking the Token Meta

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Next Era Of Solana Scaling | Swen Schäferjohann

Wed, 03 Jul 2024 21:30:00 -0000

Gm! This week we're joined by Swen Schäferjohann for a discussion on Solana's latest scaling unlock... ZK compression. We deep dive into Light protocols origin story, how does ZK compression work, L1 composability & account construct & the future of Solana's scalability. Enjoy!

Follow Swen: https://x.com/swen_sjn

Follow Mert: https://twitter.com/0xMert_

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(00:00) Introduction

(01:52) Light Protocol Origin Story

(10:23) Helium Mobile Ad

(11:42) How Does ZK Compression Work?

(17:00) The Cost Of State vs Ledger Space

(21:42) Photon Indexer

(26:26) Move Fast & Break Things vs Enshrining

(31:52) Permissionless III Ad

(32:54) What ZK Compression Unlocks

(34:49) L1 Composability

(36:43) Account Construct

(40:36) How Is ZK Used In ZK Compression?

(49:02) Why ZK Compression Is Not A Rollup

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Time To Accelerate Crypto's App Ecosystem | Mike Dudas & Carl Vogel

Tue, 02 Jul 2024 17:20:00 -0000

Gm! This week we're joined by Mike Dudas & Carl Vogel of 6th Man Ventures for a discussion on the investing landscape in crypto. We deep dive into the Solana ETF application, why crypto needs more applications, the promise of AI & DePin, crypto's airdrop dilemma & much more. Enjoy!

Follow Mike: https://x.com/mdudas

Follow Carl: https://x.com/carlkvogel

Follow Dan: https://twitter.com/smyyguy

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No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2384-Bm5cmDzMievw#0e6OFJ_z6eTET8hNa73DgtrCELQonflRQSETWlfzdvE

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(00:00) Introduction

(01:16) The 6th Man Ventures Origin Story

(06:00) Solana ETF

(09:39) 6MV's Investing Thesis

(12:36) Access Protocol Ad

(13:15) Alt L1s

(14:53) Ethereum's L2 Roadmap

(19:49) Appchains & Composability

(23:40) Time For Crypto Applications.. Not Infra

(27:43) AI & DePin

(32:26) Permissionless III Ad

(33:29) Airdrops

(42:51) Crypto's Token Vesting Problem

(48:25) Liquid vs Venture Investing

(50:46) Advice For Founders

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

How Solana Enables Crypto's Onchain Future | Tristan Frizza

Thu, 27 Jun 2024 13:33:00 -0000

Gm! This week we invite Tristan Frizza to the show to discuss the future of onchain trading as he builds out Zeta markets. We deep dive into Zeta's token launch, why they built an L2, the path ahead for Zeta & much more. Enjoy!

Follow Tristan: https://x.com/Tristan0x

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

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(00:00) Introduction

(05:01) Building An L2

(10:37) Helium Mobile Ad

(11:56) On-Chain vs Off-Chain Market Making

(18:04) The End Game For General Purpose Chains

(19:24) Sequencers

(20:55) Zeta's Token & L2 Interoperability

(24:37) Permissionless III ad

(25:38) Crypto UX Design Problem

(31:38) Token Launches

(38:57) The Roadmap For Zeta

(45:00) Why Build On Solana

(49:19) Advice For Founders

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Future Of Solana In 2024 & Beyond | Zano Sherwani

Thu, 27 Jun 2024 10:43:00 -0000

Gm! This week we're joined by Zano Sherwani for a discussion on the future of Solana & Jito in 2024 & beyond. We deep dive into the Jito origin story, why users are being sandwiched, Firedancer's unlock & more. Enjoy!

Follow Zano: https://x.com/segfaultdoctor

Follow Mert: https://twitter.com/0xMert_

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(00:00) Introduction

(02:12) The Jito Origin Story

(04:05) Users Are Getting Sandwiched

(05:58) What Is PBS?

(11:49) Access Protocol Ad

(12:28) Solana's MEV End Game

(13:44) Firedancer

(18:00) Building Blocks

(23:10) Restaking

(28:42) Jito Block Auctions

(30:59) Permissionless III Ad

(32:01) Solana's Biggest Problems

(35:44) Is Solana Immature?

(39:19) Crypto's Airdrop Meta

(40:50) Advice For Founders

(44:09) Build & They Will Come... Or Will They?

(46:52) Ending The Jito Mempool

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

SocialFi Is Crypto's Biggest Opportunity | Mert Mumtaz

Thu, 20 Jun 2024 13:11:00 -0000

Gm! This week we're back with another weekly roundup. We discuss users getting sandwiched, what's next for Solana, Airdrops & how socialFi could be one of crypto's largest opportunities. Enjoy!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

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(00:00) Introduction

(01:01) Users Are Getting Sandwiched

(12:46) Access Protocol Ad

(13:25) What's Next For Solana

(14:22) Time.fun & Crypto Social

(24:14) Crypto Gaming

(33:08) Permissionless III Ad

(34:11) What Is Mithril?

(40:51) Airdrops & Crypto Marketing

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana Will Eventually Flip Ethereum | Kyle Samani

Tue, 18 Jun 2024 12:28:00 -0000

Gm! This week we invite Kyle Samani to the show for a wide ranging discussion on his current crypto thesis. We deep dive into the L1 vs L2 debate, Stablecoins & DePin as crypto's killer use cases, why Solana will ultimately flip Ethereum & so much more. Enjoy!

Follow Kyle: https://x.com/KyleSamani

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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(00:00) Introduction

(01:20) What Crypto Enables

(03:58) The L1 vs L2 Thesis

(08:42) Building Crypto Applications: Stablecoins & DePin

(13:51) Helium Mobile Ad

(16:25) The RWA Thesis

(18:48) Social Tokens, Meme Coins & Crypto Gaming

(26:14) MEV & L1 Value Capture

(31:02) Why Solana Will Flip Ethereum

(33:54) Permissionless III Ad

(34:57) Token Issuance

(40:27) Economic Security

(49:19) Restaking Is Not Solving A Problem

(52:07) Measuring Decentralization

(54:56) Advice For Founders

(57:07) L2s Are Mispriced

(01:01:11) Solana L2s

Disclaimers:

Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Powering Solana's Onchain Economy | Garrett Harper & Stepan Simkin

Wed, 12 Jun 2024 11:00:00 -0000

Gm! This week we invite Garrett Harper & Stepan Simkin from Squads to the show after they raised a $10 million Series A round. We deep dive into the Squads origin story, why wallet security matters & how they want to help power Solana's on chain economy. Enjoy!

Follow Stepan: https://x.com/SimkinStepan

Follow Garrett: https://x.com/GarrettHarper_

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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(00:00) Introduction

(01:14) The Squads Origin Story

(06:17) What Are Smart Accounts?

(08:30) What Is Fuse?

(15:10) Permissionless III Ad

(16:13) Formal Verifications & Wallet Security

(24:51) Powering Solana's On Chain Economy

(32:28) Building A Subscription Model

(39:06) DAO Services & Governance

(44:26) Advice For Founders

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The State Of Solana In 2024 | Austin Federa

Fri, 07 Jun 2024 16:39:00 -0000

Gm! This week we invite Austin Federa to the show for a discussion on the current state of Solana & the most exciting developments happening in crypto. We deep dive into the current state of Firedancer, how to build community within crypto & attracting developers to Solana. We then debate is economic security a meme & of course the latest meta... social tokens & meme coins. Enjoy!

Follow Austin: https://x.com/Austin_Federa

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: hellohelium.com/hotspot

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(02:11) The State Of Solana In 2024

(05:17) The Solana Foundation

(08:45) Firedancer

(11:37) Helium Mobile Ad

(12:56) The Solana Roadmap

(19:20) Crypto Marketing

(24:54) Blockchain Speed & Latency

(31:27) Permissionless III Ad

(32:29) Blockchain Incentives

(36:03) Is Economic Security A Meme?

(38:42) Issuance vs Cost

(47:41) Meme Coins & Social Tokens

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Modular Integration Spectrum | Keone & Zon

Wed, 05 Jun 2024 14:51:00 -0000

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!

- -

Subscribe on YouTube: https://www.youtube.com/@expansionpod

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Follow Zon: https://x.com/ItsAlwaysZonny

Follow Keone: https://x.com/keoneHD

Follow Rex: https://x.com/LogarithmicRex

Follow nosleepjon: https://x.com/nosleepjon

Follow Expansion: https://x.com/ExpansionPod_

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(00:00) Introduction

(03:24) Modular vs Integrated

(11:47) Who are Appchains for?

(28:58) Composability in Modular World

(36:15) Monad's Endgame

(39:47) Importance of Decentralization

(48:05) Building Web3 Community

Disclaimer:

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Ultimate Vision: Who's Building On Solana? | Weekly Roundup

Tue, 04 Jun 2024 20:30:00 -0000

Gm! This week we're back with another weekly roundup. We discuss Mert's big takeaways from Consensus 2024, who's building on Solana, crypto payments & why is the latest meta celebrity coins & social tokens? Enjoy!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

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(00:00) Introduction

(01:40) Consensus 2024

(04:14) Who's Building On Solana?

(13:34) Helium Mobile Ad

(14:36) Payments On Solana

(22:20) Social Tokens

(35:22) Permissionless III Ad

(36:24) Failed Transactions

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Why Businesses Are Building On Solana | Baxus, Tzvi Wiesel

Wed, 29 May 2024 16:02:00 -0000

Gm! This week we welcome Tzvi Wiesel Founder & CEO of Baxus to discuss why they're building on Solana, growing a global marketplace for spirits & of course... how Baxus are bringing whiskey onchain. Enjoy!

Follow Tzvi Wiesel: https://x.com/web4O

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Use Code: LIGHTSPEED10 for 10% off you ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:58) Baxus Overview

(09:02) Permissionless Ad

(10:04) Account Abstraction

(13:58) User Flow & Experience

(22:05) Marketplace Dynamics

(31:17) App Chain vs Solana

(40:45) DeFi & Institutional Demand

(51:49) Market Size of Rare Spirits & Wine

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

How Phantom Became Solana's Largest Wallet | Brandon Millman & Donnie Dinch

Thu, 23 May 2024 18:53:00 -0000

Gm! This week we welcome Brandon Millman & Donnie Dinch for a discussion on Phantom's recent acquisition & how they grew to be the largest wallet within the Solana ecosystem! Enjoy!

Follow Brandon: https://x.com/BChillman

Follow Donnie: https://x.com/donnie

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

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(00:00) Introduction

(01:34) Why Phantom Acquired Bitski?

(07:02) Onboarding New Users

(13:30) Helium Mobile Ad

(14:32) Crypto's Wallet Landscape

(18:35) Wallet Services & Business Model

(23:13) Chain Integration To Phantom

(29:31) Permissionless III Ad

(30:34) User Retention

(33:38) Wallet Security

(42:20) Solana's Dropped Transactions

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Will An Ethereum ETF Get Approved? | Weekly Roundup

Tue, 21 May 2024 21:30:00 -0000

Gm! This week we're back with another weekly roundup. We discuss the potential Ethereum ETF approval, crypto's low float problem, L1 vs L2 scaling & more. Enjoy!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:50) Ethereum ETF?

(05:20) Low Float, High FDV: Cobie's Substack Piece

(10:01) Helium Mobile Ad

(17:59) Justin Drake & EigenLayer

(33:49) Permissionless III Ad

(34:52) Fixing Bugs On Solana

(41:06) L1 vs L2 Scaling

(50:22) Running A Solana Validator

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

How Helium Is Leading Solana's DePin Future | Amir Haleem

Wed, 15 May 2024 16:54:00 -0000

Gm! This week we welcome Amir Haleem CEO of Nova Labs for a discussion on how Helium is building out DePin infrastructure to capture one of crypto's biggest opportunities. Enjoy!

Follow Amir: https://twitter.com/amirhaleem

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(04:19) The Helium Origin Story

(06:45) Permissionless III Ad

(07:47) Helium Mobile

(16:20) What Is The Helium Network & How Does It Work?

(22:41) How To Bootstrap A Network

(29:43) Who Is Using Helium Mobile?

(32:28) Why Build On Solana?

(36:51) SIM Swaps

(43:04) Onboarding To Helium Mobile

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Will Solana Surpass Ethereum In Economic Value? | Weekly Roundup

Fri, 10 May 2024 15:40:00 -0000

Gm! This week we're back with another weekly roundup. We discuss will Solana flip Ethereum, L1 vs L2 value accrual, Van Eck's meme coin index & the SocialFi hype. Enjoy!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:41) Solana Will Flip Ethereum: MEV & Fees

(12:56) Helium Mobile Ad

(14:00) How Profitable Is It To Run A Validator?

(18:59) Value Accrual: L1s vs L2s

(29:32) Solana's Node Count

(37:17) Permissionless III Ad

(38:19) VanEck's Bullish Meme Coins

(43:26) SocialFi

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Future Of Liquid Staking On Solana | FP Lee

Wed, 08 May 2024 12:11:00 -0000

Gm! This week we welcome FP Lee to the show for a discussion on the growth of liquid staking on Solana. We deep dive into launching LSTs, value accrual, solving liquidity issues & some of the products sanctum is building. Enjoy!

Follow FP: https://twitter.com/soleconomist

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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(00:00) Introduction

(02:21) Infinity

(09:55) Permissionless III Ad

(10:57) Algorithmic Auto Rebalancing

(15:54) Launching LSTs

(21:51) Solving LST Liquidity

(34:01) Value Accrual

(35:51) Sanctum Wonderland

(39:46) LSTs: Winner Take All?

(44:13) Stake Weighted QoS

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Why Stripe Is Building On Solana | Weekly Roundup

Fri, 03 May 2024 17:01:00 -0000

Gm! This week we're back with another weekly roundup. After a crazy couple of weeks for Solana & crypto more broadly, we deep dive into Stripe's crypto announcement, Solana MEV, EigenLayer's token launch, Kamino + Drift Airdrops & more!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:15) Stripe Is Bullish

(13:36) Helium Mobile Ad

(17:10) MEV On Solana

(28:34) Firedancer

(35:17) Permissionless III Ad

(43:49) Performance vs Decentralization

(46:30) Kamino & Drift Airdrops

(57:10) EigenLayer

(01:08:50) Crypto Needs More Apps

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Igniting Liquidity Cross Chain At The Speed Of Light | Alex Smirnov

Thu, 02 May 2024 16:01:00 -0000

Gm! This episode Alex Smirnov joins the show for a discussion on how deBridge is working to power the crypto economy with cross chain bridging & interoperability. Enjoy!

Follow Alex: https://twitter.com/AlexSmirnov__

Follow Dan: https://twitter.com/smyyguy

Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

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(00:00) Introduction

(01:32) Bridging & Interoperability

(07:33) Permissionless III Ad

(08:36) Decentralization vs Performance

(14:20) The Intent Bridging Model

(27:59) Bridging Mechanics

(31:17) MEV

(35:32) Fee Compression

(39:56) Bringing Liquidity On Chain

(42:30) Bridging Risk

(48:23) Governance & Validators

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Path To 100,000 Subnets | Patrick O'Grady, Aaron Buchwald & Stephen Buttolph

Tue, 30 Apr 2024 11:54:00 -0000

Gm! This week Patrick O'Grady, Aaron Buchwald & Stephen Buttolph join the show to discuss the path forward for the Avalanche ecosystem.

Follow Patrick: https://twitter.com/_patrickogrady

Follow Aaron: https://twitter.com/AaronBuchwald

Follow Stephen: https://twitter.com/stephenbuttolph

Follow Dan: https://twitter.com/smyyguy

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

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(00:00) Introduction

(01:20) The Avalanche Architecture

(07:38) Helium Mobile Ad

(08:41) Reinventing Subnets: ACP-13 & ACP-77

(20:38) ACP-77 New Fee Mechanism

(35:58) Permissionless III Ad

(37:00) The HyperSDK Unlock

(43:56) Vryx 100k TPS Breakthrough

(54:51) C-Chain Functionality

(01:03:42) Future Of The EVM

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

2024: The End Of EVM Dominance | Rushi Manche

Thu, 25 Apr 2024 15:18:00 -0000

Gm! This week Rushi Manche of Movement Labs joins the show to discuss why 2023 was the year of DA & 2024 will be the year of the VM. Enjoy!

Follow Rushi: https://twitter.com/rushimanche

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

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(00:00) Introduction

(04:22) Moving Past The EVM

(06:22) VM Composability

(10:30) Helium Mobile Ad

(11:32) 2024: The Year Of The VM

(12:56) L1 vs L2 Trade-Offs

(16:13) General Purpose vs App Specific Chains

(21:38) Zk vs Optimistic Rollups

(23:42) App Fragmentation & Interoperability

(27:43) Shared Sequencers

(33:34) Do L2s Have Staying Power?

(37:37) VM Market Penetration: Attracting New Devs to Web3

(38:42) Solana Transactions Dropping Is Bullish

(45:12) Scaling Solutions To Watch In 2024

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Solana End Game | Anatoly Yakovenko & Lucas Bruder

Wed, 24 Apr 2024 13:00:00 -0000

Gm! This week we invite Anatoly Yakovenko & Lucas Bruder to the show for a discussion on the current state of Solana. We deep dive into the transaction problem as on chain volumes have exploded in recent months. Toly & Lucas explore the solutions that could help to increase chain performance & what's next for Solana. Enjoy!

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Lucas: https://twitter.com/buffalu__

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:54) Solana Chain Performance

(12:05) Helium Mobile

(13:08) The Criticism's Of Stake Weight QoS

(24:59) The QoS Patch Rollout

(27:31) Solana's TPS Problem

(31:40) The End State For Priority Fees

(35:00) Blocks Should Always Be Full

(43:45) The Solana End State

(52:33) Wen Dynamic Rent Fee?

(58:54) Solana Restaking

(01:05:07) MEV On Solana

(01:08:54) Firedancer

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Building Solana's Largest Perps DEX | Cindy Leow & Chris Heaney

Fri, 19 Apr 2024 19:05:00 -0000

Gm! This week we invite Cindy & Chris from Drift to the show to discuss how they're building the largest perps DEX on Solana. Enjoy!

Follow Cindy: https://twitter.com/cindyleowtt

Follow Chris: https://twitter.com/crispheaney

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How To Fix Solana | Mert Mumtaz, Dan Smith

Fri, 12 Apr 2024 13:24:00 -0000

Gm! This week we discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. Enjoy!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

(00:00) Introduction

(01:24) Solana: State Of The Network

(13:03) Helium Mobile Ad

(14:05) Do Validators Need To Be Profitable?

(17:36) MarginFi

(33:28) Airdrops

(36:58) SEC Sends Uniswap a Wells Notice

(46:42) Monad Raises $225 Million

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Why Are Solana Transactions Dropping? | Mert Mumtaz, Dan Smith

Sat, 06 Apr 2024 11:57:00 -0000

Gm! This week we discuss why users are having more failed & dropped transactions on Solana. To hear all this & more, you'll have to tune in!

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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(00:00) Why Are Transactions Dropping?

(10:56) Solana's Spam Flywheel

(27:18) Fee Mechanism Timeline

(32:16) Ellipsis Labs Raises $20 Million

(35:56) Ore: Bitcoin On Solana?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Base Endgame: Crypto's Largest Layer 2 | Jesse Pollak

Thu, 04 Apr 2024 15:51:00 -0000

Gm! This week, Jesse Pollak creator of Base joins the show for a discussion on what the team have been building. As retail activity picks up on both Solana & Base, we thought why not just invite Jesse to the show to discuss the L2 end game, network scaling, base fee revenue & much more. Enjoy!

Follow Jesse: https://twitter.com/jessepollak

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(00:00) Introduction

(01:42) The Base Origin Story

(11:49) The L2 End Game

(16:21) Virtual Machine: Alt vs EVM

(21:19) Decentralizing The Sequencer

(28:05) The Security Council & Blast Exploit

(36:30) L2 & L3 Interoperability

(44:10) Network Scaling: Two Paths, One Endgame

(46:50) Data Availability

(53:34) Base Fee Revenue

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Solana vs Ethereum Fee Markets | Mert Mumtaz, Dan Smith

Thu, 28 Mar 2024 15:30:00 -0000

Gm! This week, Dan & Mert discuss the current state of the network by deep diving into how transaction fees on Solana actually work, the ending of Jito's mempool & the continued meme coin impact. To hear all this & more, you'll have to tune in!

Follow Mert: https://twitter.com/0xMert_

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(00:00) Introduction

(01:34) Solana Transactions Fees

(14:36) Jito's Impact On Solana

(24:46) Circle's CCTP Launches On Solana

(30:34) Solana Meme Coins

(34:20) Solana vs Ethereum Fees

(43:45) Post 4844 Clarity

(49:16) The State of L2s

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Why DePIN Matters: Powering The Crypto Economy | Jon Victor

Tue, 26 Mar 2024 16:23:00 -0000

This week, Jon Victor Co-Founder of Ansa Research joins the show for a discussion on one of crypto's most exciting areas... DePin. We deep dive into why decentralized data storage matters, Filecoin's roadmap, the intersection between AI & DePIN & so much more. Enjoy!

Follow Jon: https://twitter.com/jnthnvctr

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Referenced In The Show:

Inverting three key relationships in computing: https://www.wildbuilt.world/p/inverting-three-key-relationships

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

(00:00) Introduction

(01:34) Why DePIN Matters?

(07:50) Access Protocol Ad

(08:40) Filecoin

(14:42) What Is IPFS & How Does It Work?

(17:59) Why Decentralized Storage Matters

(24:30) The Filecoin Roadmap

(34:43) High Throughput Chains & Data Storage

(41:04) Onboarding Web2 Companies

(46:19) Filecoin's Go-To Market

(48:17) Building The FVM

(54:43) Filecoin Subnets

(57:30) AI & DePin

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Most Exciting Experiment In Crypto: Futarchy | Robin Hanson & Proph3t

Fri, 22 Mar 2024 11:03:00 -0000

This week, Robin Hanson & Proph3t join the show to discuss one of crypto's most exciting experiments... Futarchy. With the launch of MetaDAO, Proph3t aims to enable a market driven approach to social governance. By implementing Robin's proposed system of Futarchy, could this be a way to fix DAO governance?

Follow Robin: https://twitter.com/robinhanson

Follow Proph3t: https://twitter.com/metaproph3t

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Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

(00:00) Introduction

(01:27) Prediction Markets, Governance & What Is Futarchy?

(07:39) Roadblocks To Adoption of Futarchy

(10:19) Monad Ad

(11:14) MetaDAO: Building The First Futarchy

(12:48) Governance Powered By The SVM

(20:22) The MetaDAO Endgame

(27:12) Futarchy As A Service (F.A.A.S)

(32:06) Vota: A Vote Market On Solana

(34:20) Solving Liquidity Fragmentation

(41:30) Defining Success For Futarchy

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The AggLayer Thesis | Marc Boiron & Brendan Farmer

Tue, 19 Mar 2024 14:00:00 -0000

This week, Marc Boiron CEO of Polygon Labs & Brendan Farmer Co-Founder of Polygon join the show for a discussion on the evolution of Polygon, building the AggLayer & the end state, as they view it for crypto. Enjoy!

Follow Brendan: https://twitter.com/_bfarmer

Follow Marc: https://twitter.com/0xMarcB

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(00:00) Introduction

(01:47) The Evolution Of Polygon

(05:56) Building The AggLayer

(10:55) Access Protocol Ad

(11:45) Seamless Bridging

(15:39) Data Availability & Value Accrual

(25:36) Chain Abstraction vs Agg Layer

(31:40) The AggLayer's Network Effects

(34:21) The End State For Crypto

(41:06) Prioritizing ZK Tech

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Jito Impact: Is Jito Saving Solana? | Jon Charbonneau

Thu, 14 Mar 2024 16:53:00 -0000

Gm! This week, Jon Charbonneau joins the show after Jito announced their suspension of their mempool function. We deep dive into solving the MEV problem, Ethereum's Dencun upgrade, the current state of crypto in 2024 & of course.. meme coins.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

Follow Jon: https://twitter.com/jon_charb

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(00:00) Introduction

(01:42) Jito's Impact On Solana

(11:45) Monad Ad

(12:42) MEV On Solana

(18:32) Rollups

(23:44) SOL Value Accrual

(26:41) Ethereum's Dencun Upgrade

(30:55) Data Availability

(40:10) Are Layer 3s A Business Move?

(50:35) The State Of Crypto

(59:14) Meme Coins

(01:02:29) Solana's Fee Market

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Crypto Needs More Product, Investing In Great Founders | Craig Burel

Tue, 12 Mar 2024 13:00:00 -0000

This week, Craig Burel Partner at Reciprocal Ventures joins the show to discuss his journey from TradFi into crypto. We deep dive into Craig's thesis on Solana, building consumer products & backing great founders, investing in SOL vs applications as a VC, crypto gaming & much more. Enjoy!

Follow Craig: https://twitter.com/CraigBurel

Follow Mert: https://twitter.com/0xMert_

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(00:00) Introduction

(06:25) Reciprocal's Journey To Solana

(11:34) Access Protocol Ad

(12:24) Finding Product & Founder Market Fit

(17:52) Only Possible On Solana

(20:12) Investing in SOL vs Applications

(24:05) Advice For Founders

(34:34) Token Incentives

(40:00) Crypto Needs More Product & Applications

(43:12) Crypto Gaming

(48:01) Tokenization

(55:27) Meme Coins

Disclaimers:

https://www.recvc.com/disclaimer/

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

The Return Of Meme Coin Mania | Mert Mumtaz, Dan Smith

Thu, 07 Mar 2024 13:11:00 -0000

Gm! This week, Dan & Mert begin by discussing the return of meme coin season by asking an honest question: have more people used DeFi or meme coins? We then take a deep dive into scaling, Ethereum's EIP-4844 upgrade & Solana's transaction fee structure.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

Follow Mert: https://twitter.com/0xMert_

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(00:00) Introduction

(02:14) Meme Coins

(09:20) Monad Ad

(10:15) Have More People Used DeFi Or Meme Coins?

(14:05) MEV On Solana

(27:32) Transaction Fees On Solana

(37:39) Blockchain Scaling & Ethereum's EIP-4844

(54:22) Data Availability

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

DRiP: Crypto's Largest Application, Built On Solana | Vibhu Norby

Tue, 05 Mar 2024 20:44:00 -0000

This week, Vibhu Norby CEO of DRiP joins the show for a discussion on building one of crypto's most popular applications. We deep dive into the growth & business model of DRiP, measuring real active users, building great UX in crypto & finally Vibhu shares some advice for founders looking to build a company & raise funding. To hear all this & more, you'll have to tune in!

Follow Vibhu: https://twitter.com/vibhu

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Timestamps:

(00:00) Introduction

(01:25) What Is DRiP?

(05:52) DRiP's Growth

(11:20) Access Protocol Ad

(12:08) Crypto UX

(17:44) DRiP's Mobile App

(20:24) DRiP's Active Users

(35:19) DRiP's Business Model

(44:11) Tips For Founders Raising VC Money

(50:48) Building A Start-Up

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Who Are The Real Users In Crypto? | Mert Mumtaz, Dan Smith

Thu, 29 Feb 2024 13:00:00 -0000

This week Mert & Dan discuss Colosseum's hackathon, why Solana needs to double down on building more applications, defining active users within crypto, the roadmap for Ethereum, the rollup thesis & more!

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

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(00:00) Introduction

(01:09) Colosseum Hackathon: Crypto's Y Combinator

(09:26) Monad Ad

(10:21) Crypto Needs More Applications

(14:44) DRiP

(17:44) Defining Active Users In Crypto

(30:51) Consensus On Solana

(40:33) Ethereum's Roadmap

(47:15) Bridging & The Rollup Thesis

(55:25) Blast L2

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Solving Crypto's Oracle Problem | Chris Hermida & Mitch Gildenberg

Tue, 27 Feb 2024 17:55:00 -0000

This week, Chris Hermida & Mitch Gildenberg Co-Founders at Switchboard join the show for a discussion on how they're helping scale crypto's oracle infrastructure network. We deep dive into the origin story behind Switchboard, their V3 rollout, speed & latency, todays oracle use cases, lessons learned from the Mango exploit in 2022 and more!

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

Follow Chris: https://twitter.com/hermidao1

Follow Mitch: https://twitter.com/DoctorBlocks

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(00:00) Introduction

(01:24) The Origin Story Behind Switchboard

(04:57) Solving Crypto's Oracle Problem

(09:34) Access Protocol Ad

(10:22) Monad Ad

(11:17) Takeaways From The 2022 Mango Exploit

(17:44) Lending Markets & Liquid Staking

(21:46) Switchboard V3

(25:01) Oracle Speed & Latency

(29:59) Oracle Use Cases

(32:09) Permissionless Oracles

(36:54) Oracle Randomness

(40:40) Switchboard Oracle Network

(42:14) Oracle Decentralization

(51:17) Final Thoughts

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Sports Betting Built On Solana | Nigel Eccles & Varun Sudhakar

Thu, 22 Feb 2024 12:00:00 -0000

This week, Nigel Eccles & Varun Sudhakar Co-Founders of BetDEX join the show to discuss how they are bringing online sports betting to crypto. We deep dive into the problem BetDEX solves, finding product market fit, scaling a sports betting competitor, why BetDEX chose to build on Solana & more!

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

Follow Nigel: https://twitter.com/nigeleccles

Follow Varun: https://twitter.com/svarun91

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(00:00) Introduction

(02:36) What BetDEX Solves

(06:20) How Is BetDEX Built?

(09:14) Monad Ad

(10:09) Liquidity & Market Makers

(18:06) Prediction Markets

(22:28) Betting Market Arbitrage

(26:49) Markets On BetDEX

(29:34) Scaling A Sports Betting Competitor

(36:53) Built On Solana

(46:44) Social Betting Apps

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Solving Crypto's Scaling Trilemma | Arbitrum

Wed, 21 Feb 2024 12:00:00 -0000

This week, Steven Goldfeder & Rachel Bousfield join the show to discuss the Ethereum scaling roadmap, the origin story of Arbitrum, solving the scaling trilemma & what trade-offs exist between decentralization, security & scalability. To hear all this & more, you'll have to tune in!

Follow Steven: https://twitter.com/sgoldfed

Follow Rachel: https://twitter.com/CryptoIsCute

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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

(00:00) The Origin Story Of Arbitrum

(07:54) Solving The Scaling Trilemma

(11:19) Access Protocol Ad

(12:09) What Is A Rollup?

(17:48) Why Choose Optimistic Rollups vs ZK-Rollups

(23:09) Launching A Rollup Without Proofs

(30:12) Data Availability

(36:27) Scalability Trade-Offs

(46:12) Do Sequencers Need To Be Decentralized?

(56:08) The Ethereum Rollup Roadmap

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

How Pyth Propogates Financial Data At The Speed of Light | Mike Cahill

Thu, 15 Feb 2024 12:00:00 -0000

Mike Cahill joins us to discuss how oracles have become the linchpin of crypto. Mike is a core contributor to Pyth, a highly optimized oracle network integrated with 50+ chains and over 300 apps. In this episode, we cover crypto's oracle problem, why Pyth launched an SVM appchain, how Pyth ensures high-quality publishers, Pyth's Wormhole integration, how to monetize financial data, the RWA opportunity, where Chainlink went wrong and more!

- -

(00:00) Introduction

(01:07) The Value of Financial Market Data

(06:04) Oracles: The Linchpin of Crypto

(08:21) Why Pyth Launched an SVM Appchain

(13:28) Permissionless Integrations

(15:23) DAS London Plug

(16:20) Data Publishers: Quality Control and Incentives

(20:43) Pyth’s Airdrop and Governance

(25:15) Liveness Concerns

(28:05) Economics and Trust Minimization

(36:23) The RWA Opportunity

(46:05) Where Chainlink Went Wrong

(51:41) Evaluating Crypto’s Ecosystems

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Mike: https://twitter.com/mdomcahill

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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- -

Resources

Pyth Network

https://twitter.com/PythNetwork

Douro Labs

https://twitter.com/DouroLabs

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How NEAR Is Building Crypto's Interoperability Layer | Illia Polosukhin

Tue, 13 Feb 2024 12:00:00 -0000

Illia Polosukhin joins us to discuss how NEAR is building the blockchain operating system. NEAR first came to prominence in 2020 as an alternative Layer One that is laser-focused on abstracting the complexities of onchain infrastructure. Since then, Illia (who is one of the brightest minds in crypto) and the NEAR team have transformed NEAR into crypto's interoperability layer. In this episode, we discuss NEAR's journey from AI to crypto, why NEAR scales via sharding, NEAR's chain abstraction and account aggregation layer, the AI narrative, crypto's biggest problem and more!

- -

(00:00) Introduction

(00:49) NEAR's Transformation: From AI to Crypto

(03:22) Scaling via Dynamic Shards: Near’s Unique Design

(21:20) Access Protocol Ad

(22:21) DAS London Plug

(23:18) NEAR’s Data Availability Service

(27:16) Chain Abstraction and the Blockchain Operating System

(40:03) NEAR’s Missing Narrative

(43:40) Network Value Accrual

(49:18) The AI x Crypto Narrative

(59:33) What Is Crypto’s Biggest Problem?

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Illia: https://twitter.com/ilblackdragon

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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- -

Resources

The NEAR Whiteboard Series

https://www.youtube.com/playlist?list=PL9tzQn_TEuFWweVbfTbaedFdwVrvaYPq4

NEAR

https://twitter.com/NEARProtocol

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Farcaster: How Warpcast Could Become Crypto's First Mainstream App | Dan Romero

Thu, 08 Feb 2024 12:00:00 -0000

Dan Romero joins us to discuss how Warpcast could become crypto's first mainstream app. Warpcast is a crypto-enabled social app built on top of the Farcaster protocol. Warpcast offers a Twitter meets Reddit-like experience that leverages the composability, permissionless innovation and embedded finance of crypto. In this episode, we discuss how Dan decided to focus on Social, how Farcaster works, why "Frames" are a massive developer unlock, the Warpcast and Farcaster business model, the onchain vs offchain components, Dan's go-to-market strategy and more!

- -

Timestamps

(00:00) Introduction

(01:08) The Origin Story

(05:09) Why Focus On Social?

(08:50) Farcaster and Warpcast: What It Is and How It Works

(15:29) DAS London Plug

(16:26) Farcaster Hubs and Onchain Pragmatism

(26:37) The Technical Process Flow

(34:07) The Business Model

(39:19) Why “Frames” Are A Massive Developer Unlock

(59:03) Adding Solana Support to Warpcast

(01:03:39) The Go-to-Market Strategy

(01:10:14) The Drivers of History

(01:14:48) Founder Advice

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Dan: https://warpcast.com/dwr.eth

Mert: https://warpcast.com/0xmert

Garrett: https://warpcast.com/gharp

Use this signup code to get started on Warpcast:

https://warpcast.com/~/invite-page/238010?id=cd17c51d

Dan: https://twitter.com/dwr

Mert: https://twitter.com/0xMert_

Garrett: https://twitter.com/GarrettHarper_

Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Warpcast signup link

https://warpcast.com/~/invite-page/238010?id=cd17c51d

Why Twitter is a Big Deal (Paul Graham)

https://paulgraham.com/twitter.html

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Post JUP Clarity: Why Solana Needs to Double Down on Product | Mert Mumtaz, Garrett Harper

Tue, 06 Feb 2024 12:00:00 -0000

The most hyped airdrop in Solana's history happened last week: the JUP (Jupiter) token launch. We sit down to discuss what happened, how Solana performed, the controversy, what's next and why it's time for Solana to double down on product!

- -

Timestamps

(00:00) Introduction

(00:36) The JUP Airdrop: What You Need to Know

(17:03) Why Solana Needs to Double Down on Product

(24:10) Access Protocol Promo

(25:12) Is Solana’s Performance Really Needed for Every App?

(30:57) Writing, Twitter and Finding Signal in Crypto

(40:56) Solana’s Writing Hackathon

(46:14) Launching a Token Is Stressful AF

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Resources

Solana Summer by Packy McCormick

https://www.notboring.co/p/solana-summer

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How Colosseum Will Accelerate Solana's App Ecosystem | Matty Taylor

Mon, 05 Feb 2024 12:00:00 -0000

Matty Taylor joins us to discuss how Colosseum, the Y-Combinator of Crypto, will find, fund and accelerate Solana's next killer app. In this episode, we discuss why Matty is launching Colosseum, tactical tips for founders, why Solana is the best ecosystem to build applications, how to participate in Colosseum and Matty's #1 advice for discovering a startup idea.

- -

(00:00) Introduction

(01:07) Leading Solana Lab’s Growth Team and Hackathons

(7:08) Why Are People Hyped for Colosseum?

(12:50) The Winning Formula: Team, Product, Market

(16:24) What Do Founders Often Get Wrong?

(18:31) Tactical Tips for Founders

(22:13) Jupiter’s Inspiration for Solana’s Devs

(24:48) Why Colosseum is a “Remote” Program

(26:34) Why Stay in Solana?

(28:24) Hackathon Dates: Starts March 4th!

(29:30) Matty's #1 Piece of Advice

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Matty: https://twitter.com/mattytay

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Colosseum

https://twitter.com/ColosseumOrg

https://www.colosseum.org/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How Firedancer Will Unlock Solana's Scaling Roadmap | Lucas Bruder, Liam Heeger

Thu, 01 Feb 2024 12:00:00 -0000

Lucas Bruder and Liam Heeger join us to discuss how Firedancer will transform Solana. Lucas (the co-founder of Jito) and Liam (a core engineer at Jump working on Firedancer) are two of the most talented developers in the Solana ecosystem. In this episode, we cover Solana's scheduler challenge, blockspace market dynamics, how Jito impacts transaction efficiency, Firedancer's goal and impact on client diversity, governance, validator profitability, applications for Jito's Stakenet and more!

- -

(00:00) Introduction

(00:56) Solving Solana’s Core Challenges

(11:11) The Downstream Effect of Solana’s Network Jitter

(14:12) Jito’s Role in Optimizing Solana’s Performance

(17:43) Intro to Firedancer and Validator Clients

(23:24) DAS London Plug

(24:21) Firedancer and Client Diversity

(39:27) Why Optimize the Base Layer?

(43:28) How Multiple Clients Impact Shipping Velocity

(49:56) JitoSOL and Governance Responsibilities

(52:33) Validator Profitability

(55:18) Stakenet and Restaking

(01:02:53) Predictions and Hot Takes

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Lucas: https://twitter.com/buffalu__

Follow Liam: https://twitter.com/CantelopePeel

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

WTF is Stakenet by Lucas

https://buffalu.substack.com/p/wtf-is-stakenet

Umbra Research

https://www.umbraresearch.xyz/

Jito

https://www.jito.network/

Jump Trading

https://www.jumptrading.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Anatoly Yakovenko: A Deep Dive Into Solana 2.0

Tue, 30 Jan 2024 12:00:00 -0000

Anatoly Yakovenko joins us for the most information-packed episode on Solana we've ever listened to. It's a masterclass exploration of Solana's architecture and roadmap. We discuss the Saga Chapter 2, fee market optimizations, Jito and MEV, validator profitability, Solana's end game, Firedancer and client diversity, token extensions and more!

- -

Timestamps

(00:00) Introduction

(01:01) Saga Chapter 2

(10:00) Access Protocol Lab

(11:01) DAS London Plug

(11:58) Solana Fee Market Optimizations

(20:41) Jito’s Role

(22:42) Scheduler Upgrades (1.17 and 1.18)

(25:17) Dynamic Write Lock Fees

(29:55) Wen Slashing?

(33:47) Solana Consensus and Formal Verification

(36:41) The Value of Client Diversity: Liveness vs Safety

(41:10) Are Solana Vote Transactions Just for Pumping TPS?

(44:17) Solana’s End Game

(47:59) Is Economic Security a Meme?

(53:10) Validator Profitability and Inflation

(58:32) Commoditized Data Layers and L2s

(01:03:18) Firedancer Update

(01:10:02) Solana’s New Token Extensions

(01:13:46) Squads Protocol Feature Requests + Jacked Toly

(01:18:18) Advice for Solana Founders

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Anatoly on Lightspeed

https://spoti.fi/4bacqhA

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Flywheel: Why It's Time to Reevaluate Your Solana Thesis | Santiago Santos

Thu, 25 Jan 2024 12:00:00 -0000

Santiago Santos joins us to discuss his crypto investment thesis and conviction in Solana's adoption flywheel. Santiago is a prolific investor, co-host of Empire and one of the most respected minds in crypto. In this episode, we discuss Santi's crypto thesis, Solana's incredible flywheel, scarcity vs abundance, if decentralization matters, Santi's favorite investment themes and more!

- -

(00:00) Introduction

(1:19) Why Crypto Matters

(4:42) How to Build and Keep Conviction

(15:36) Santi’s Solana Thesis

(23:30) Scarcity vs Abundance Mindset

(36:57) DAS Promo

(37:54) Solana vs Ethereum DeFi

(42:27) Does Decentralization Actually Matter?

(46:29) Predictions and Investment Themes

(53:59) Crypto Banks and Coinbase’s Opportunity

(58:58) Running and Life Lessons

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Santiago: https://twitter.com/santiagoroel

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Empire podcast

https://spoti.fi/3vFsYh6

The Summit by Santi

https://medium.com/@santiago.rs/the-summit-an-exploration-of-goals-and-values-17a7f782dccd

Helius' blog post on Firedancer

https://www.helius.dev/blog/what-is-firedancer

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Mind Behind Madden NFL's Hit Stick Explains Game Design | Ian Cummings (Photo Finish)

Tue, 23 Jan 2024 23:25:00 -0000

Ian Cummings joins us to discuss how to build a sustainable crypto game. Ian has been in gaming for over 23 years, created NFL Madden's hit stick while working at EA Sports, and is now the creator of Solana's race horsing game Photo Finish. In this episode, we discuss the story behind the hit stick, how Ian chose to go after the horse racing market, the secret to customer retention, how to win at Photo Finish, Photo Finish's partnership with the Kentucky Derby and more!

- -

Timestamps

(00:00) Introduction

(01:19) Starting at EA Sports

(05:51) Creating Madden NFL's Hit Stick

(12:24) Access Protocol Ad

(13:26) DAS London Plug

(14:23) Why A Horse Racing Game?

(24:42) How Crypto Became A Core Component

(30:16) Photo Finish's Key Differentiator

(36:19) Launching the Stylish Studs PFPs and Go-to-Market

(45:35) How to be Good at Photo Finish

(54:47) Customer Retention and Growth

(01:01:19) Partnerships with CNBC and the Kentucky Derby

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Ian: https://twitter.com/iancummingsnft

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Photo Finish Live

https://twitter.com/photofinishgame

https://photofinish.live/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Why JUP Is Solana's Most Anticipated Airdrop | Mert Mumtaz, Garrett Harper

Thu, 18 Jan 2024 14:50:00 -0000

Jupiter's upcoming airdrop will be a watershed moment for Solana. Tune in to find out why! In this episode, we cover the JUP airdrop, the Saga 2 announcement, why vertical integration is working on Solana but not Ethereum, if validator set size matters, why more Solana teams haven't released tokens, how to think critically and more!

- -

(00:00) Introduction

(01:15) The Saga 2 Announcement

(6:34) Jupiter's Token Launch (JUP)

(16:01) Aggregation Theory and Multichain Strategies

(27:25) DAS Promo

(28:22) Appchains and the Validator Set Size Debate

(34:40) The Solana Foundation’s Delegation Program

(38:30) How to Think Critically

(45:28) Why Haven’t More Teams Released Tokens?

(52:35) Garrett’s Announcement

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Helius' blog post on Solana Validator Economics

https://www.helius.dev/blog/solana-validator-economics-a-primer

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana Thesis: The Fastest Horse Rises From the Ashes | Ryan Watkins, Wilson Withiam

Tue, 16 Jan 2024 12:00:00 -0000

Ryan Watkins and Wilson Withiam join us to discuss their Solana thesis and how crypto has just entered its next phase of adoption. Ryan is the founder of Syncracy Capital (a crypto hedge fund), and Wilson is their Head of Research. In this episode, we discuss the Bitcoin spot ETF, the Ethereum and LDO thesis, the MakerDAO opportunity, the Solana thesis, investing in SOL vs Solana applications, the DA Layer wars and more!

- -

Timestamps

(00:00) Introduction

(01:16) The Bitcoin ETF Approval

(05:04) The Ethereum and Liquid Staking (LDO) Thesis

(09:52) Crypto’s Greatest Misconception

(11:27) MakerDAO Investment Thesis

(17:17) ETH’s Role in the Crypto Economy

(20:53) Access Protocol Ad

(21:55) DAS London Plug

(22:52) The Solana Thesis

(38:24) How Crypto Assets Can Achieve a Monetary Premium

(42:09) Investing in SOL vs Solana Applications

(47:50) Aggregation Theory

(53:34) The DA Layer Wars

(01:00:25) From Researchers to Launching a Fund

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Ryan: https://twitter.com/RyanWatkins_

Follow Wilson: https://twitter.com/WilsonWithiam

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Syncracy Capital

https://www.syncracy.io/

https://twitter.com/SyncracyCapital

Solana Thesis – The Fastest Horse Rises From the Ashes

https://www.syncracy.io/writing/solana-thesis

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Why Crypto Matters: Generative Tech Meets New Capital Formation | Josh Rosenthal

Thu, 11 Jan 2024 12:00:00 -0000

Josh Rosenthal joins us to discuss how crypto will unleash new business models, applications and markets! Josh is a historian, investor, founder and one of the most interesting people I know. In this episode, we discuss crypto's key unlock, scarcity vs abundance, history's revolutionary technologies, crypto tribalism, the bidirectional door between the physical and digital world, DePIN, how to embrace change and more!

- -

(00:00) Introduction

(00:54) Setting the Scene: Who Is Josh Rosenthal?

(13:33) When Generative Tech Meets New Capital Formation

(44:10) Access Protocol Ad

(45:12) DAS London Plug

(46:09) Crypto Tribalism, Maximalism and Identity

(56:33) The Interplay of the Digital and Physical World

(01:06:17) The Crypto Revolution

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Josh: https://twitter.com/JoshuaRosenthal

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

6ixth Event

https://www.go6ixthevent.com/

The Crypto Renaissance (Bankless with Josh Rosenthal)

https://spoti.fi/47sxAEo

A Historian's Take on the Bear Market (Empire with Josh Rosenthal)

https://spoti.fi/3tUuGKZ

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Local Fee Markets Aren't Real | Eugene Chen

Tue, 09 Jan 2024 12:00:00 -0000

Eugene Chen joins us to discuss why Solana's local fee markets aren't real. Well, they are real, but they don't yet work as advertised. Eugene is the co-founder of Ellipses Labs, Phoenix Protocol, and Umbra Research and he is one of the sharpest builders in Solana! In this episode, we discuss how Solana transactions work, how to improve Solana's fee markets, MEV on Solana, how apps can accrue their own MEV, Solana's DeFi risk, Phoenix's limit order book and more!

- -

Timestamps

(00:00) Introduction

(00:56) How Solana Transactions Work

(05:56) Solana’s Local Fee Markets Aren't Real

(29:53) Access Promo

(30:55) DAS Promo

(31:52) MEV on Solana

(36:59) App-Specific MEV and Value Accrual

(41:46) Solana Bots and Toxic MEV

(45:27) The Latency vs “Fair” Distribution of MEV Tradeoff

(48:41) Solana DeFi Risk and the mSOL depeg

(51:18) Why App Developers Should Understand the Infrastructure

(55:19) Ellipses Labs, Phoenix’s LOB and Points

(01:01:48) Solana’s Identity and Advice for Solana Builders

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Eugen: https://twitter.com/0xShitTrader

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Ellipsis Labs

https://twitter.com/ellipsis_labs

https://ellipsislabs.xyz/

Phoenix

https://twitter.com/PhoenixTrade

https://www.phoenix.trade/

Umbra Research

https://www.umbraresearch.xyz/writings

https://twitter.com/UmbraResearch

Solana Fees, Part 1 (Solana Local Fee Markets Aren't Real)

https://www.umbraresearch.xyz/writings

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Kamino 2.0: Building Solana's Economic Hub | Marius Ciubotariu, Mark Hull

Thu, 04 Jan 2024 12:00:00 -0000

Marius Ciubotariu and Mark Hull join us to discuss how Hubble 2.0 will become the economic hub of Solana DeFi. In this episode, we discuss Kamino's origin story, how Kamino approaches risk management, why Solana will have the next breakout app, multichain vs a single-chain focus, vertical integration and more! Make sure to stay for the whole conversation as it really heats up at the end!

- -

(00:00 Introduction

(00:57) Kamino's Origin Story

(10:32) Lending, Risk Management and the mSOL Depeg

(32:27) Kamino Finance 2.0: Solana’s DeFi Hub

(36:12) DAS Promo

(37:11) Vertical Integration vs Composability

(41:13) Kamino Points Incoming

(44:46) How to Have Conviction

(49:46) Startup Founder Advice

(53:43) Why Tribalism Matters, Multichain and the SVM

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Marius: https://twitter.com/y2kappa

Follow Mark: https://twitter.com/trader_marky

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Kamino Finance

https://linktr.ee/kaminofinance

https://twitter.com/Kamino_Finance

Hubble Protocol

https://hubbleprotocol.io/

https://twitter.com/HubbleProtocol

MarginFi vs Solend episode

https://spoti.fi/48mmhyW

https://youtu.be/KcazozbZHd0?si=D0RjxrWyDWZriOt8

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

2024 Predictions: Two of Crypto's Top Traders | Ansem, Joe McCann

Tue, 02 Jan 2024 14:53:00 -0000

Ansem and Joe McCann join us to discuss their top crypto market predictions for 2024. Ansem and Joe are prolific crypto investors who nailed this year's Solana trade, and they're here to discuss what's next. In this episode, we cover Solana's price mania and outlook, navigating crypto's volatility, Bonk's rise and meme coin virality, the ETH vs. Alt L1 vs. DA trade, 2024's biggest opportunities, how to think like a trader and more!

- -

(00:00) Introduction

(01:13) Solana Mania: 2023 and Beyond

(08:46) How to Navigate Crypto’s Volatility

(14:55) Ansem’s Degen Score

(17:54) Bonk’s Rise and Meme Coin Virality

(28:01) Access Protocol Promo

(29:02) DAS London Plug

(30:00) Today's Investment Landscape

(42:04) Integrated L1s vs Appchains

(47:40) The Celestia and Modular DA Narrative

(52:27) Hottest Predictions for 2024

(59:17) What Are You Most Bearish On?

(01:04:13) DogWifHat: Does the Hat Stay on in 2024?

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Ansem: https://twitter.com/blknoiz06

Follow Joe: https://twitter.com/joemccann

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Asymmetric Capital

https://twitter.com/goasymmetric

https://subscribe.asymmetric.financial/

Lightspeed episode with Ansem

https://spoti.fi/3GZ2slf

Lightspeed episode with Joe

https://spoti.fi/3NHYPE9

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Sui's Move: A New Blockchain Programming Paradigm | Sam Blackshear, Evan Cheng

Thu, 28 Dec 2023 12:00:00 -0000

Sam Blackshear and Evan Cheng join us to discuss how the Move programming paradigm will accelerate blockchain development. Sam and Evan are the founders of Sui, a global state L1 that leverages the novel Move programming language (created by Sam while at Facebook). This episode covers Sui's technical specs, the power of Move, Sui's validator requirements and scaling technique, state growth and storage, Sui's go-to-market and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

(00:00) Introduction

(01:05) Sui’s Origin Story

(03:58) Move: A New Programming Paradigm

(14:32) Sui: A Technical Deep Dive

(27:36) DAS London Plug

(28:33) Validator Requirements

(31:31) Optimistic vs Pessimistic Parallel Execution

(33:28) State Growth and Storage

(39:16) Move’s Security Benefits

(44:55) Economic Security

(48:27) Atomic Composability, Scalability & Validator Sustainability

(58:01) Sui’s Beachhead: Gaming and Commerce

(59:40) Sui vs Aptos and Looking Ahead

- -

Follow Sam: https://twitter.com/b1ackd0g

Follow Evan: https://twitter.com/EvanWeb3

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Sui

https://twitter.com/SuiNetwork

https://sui.io/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Cube: The Solana Aligned CEX | Bartosz Lipiński

Tue, 26 Dec 2023 12:00:00 -0000

Bartosz Lipiński joins us to discuss how Cube is building the first crypto-native centralized exchange. Cube leverages MPC wallets, Solana's client (creating a Solana appchain) and native integrations to offer the best trading experience in crypto. In this episode, we cover Bartosz's journey with Solana Labs, how he helped launch Solana's NFT ecosystem and Hacker House program, Cube's crypto-native functionality, what it takes to build a crypto company and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

(00:00) Introduction

(00:54) Joining Solana Labs

(02:03) Solana NFTs and The Creation of Metaplex

(11:53) Starting Solana’s Hacker House

(15:46) DAS London Plug

(16:44) Solana’s Secret to Winning Over New Developers

(19:14) Cube: The Solana-Aligned CEX

(28:44) Go-to-Market Strategy

(40:49) Integrating New Blockchains

(44:39) What it Takes to Build a Company

(52:56) Rapid Fire

- -

Follow Bartosz: https://twitter.com/baalazamon

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Cube

https://twitter.com/cubexch

https://www.cube.exchange/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The MarginFi vs Solend Debate: Lessons From mSOL's Depeg

Thu, 21 Dec 2023 12:00:00 -0000

Rooter (co-founder of Solend) and Edgar (co-founder of MarginFi) join us to debate last week's mSOL depeg and how to implement risk management. Last week's mSOL depeg led to liquidations throughout Solana DeFi and a heated debate between the Solend and MarginFi teams. In this episode, we discuss what happened, where Solend and MarginFi disagree, the oracle debate, why liquidator profitability matters, points systems vs token launches and more!

- -

(00:00) Introduction

(01:18) The mSOL depeg and Liquidation Debate

(32:15) Merinade Plug

(33:26) Two Risk Management Philosophies

(40:26) Why Liquidator Profitability Is So Important

(50:38) Addressing the Twitter Drama

(01:06:25) Professional vs Lazy LPs & Token Governance

(01:12:49) Solana Airdrops and Points

- -

Marinade is the most optimal way to stake on Solana. Unleash your staked SOL liquidity with their liquid staking token, mSOL, or use their new product called Marinade Native to get the best of Marinade's automated liquidated staking without the DeFi or peg risk! Check out Marinade today at https://marinade.finance/!

- -

Follow Rooter: https://twitter.com/0xrooter

Follow Edgar: https://twitter.com/edgarpavlovsky

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Tarun's new article on risk management

https://www.gauntlet.xyz/resources/how-to-measure-risk-models-part-i

MarginFi

https://twitter.com/marginfi

https://app.marginfi.com/

Solend

https://twitter.com/solendprotocol

https://solend.fi/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Taproot Wizards: How to Solve Bitcoin's Branding Problem | Udi Wertheimer

Tue, 19 Dec 2023 16:54:00 -0000

Udi Wertheimer joins us to discuss Ordinals, Taproot Wizards and how to solve Bitcoin's branding problem. Udi is the co-founder of Taproot Wizards, a wildly successful Bitcoin NFT project that hopes to change Bitcoin's image and community. In this episode, we discuss the history of Bitcoin NFTs, how ordinals and inscriptions work, why Taproot Wizards has been so successful, Bitcoin L2s, the power of branding and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:35) The History of Bitcoin NFTs and Ordinals

(07:11) Ordinals vs Inscriptions

(11:05) Bitcoin’s Branding Problem

(28:07) DAS London Plug

(29:04) Bitcoin L2s: Lightning and Stacks

(35:54) The Future of Bitcoin

(46:05) Crypto Twitter and Bitcoin ETFs

(52:09) Rapid Fire

- -

Follow Udi: https://twitter.com/udiWertheimer

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Taproot Wizards

https://twitter.com/TaprootWizards

https://taprootwizards.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Andre Cronje Unfiltered: The Founder of Yearn, Keeper Network and Fantom

Thu, 14 Dec 2023 12:00:00 -0000

Andre Cronje joins us to discuss his drive to build crypt applications with real use cases. Andre has one of the most incredible stories in crypto and is the founder of multiple blue chip projects (Yearn, Keeper Network, Fantom) and a prolific entrepreneur. In this episode, we discuss the ICO era, the launch of Yearn Finance, Andre's f*ck ups (self-proclaimed), why Andre has dedicated his focus to Fantom, Fantom's unique innovations, why airdrops suck, crypto regulation and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:24) The ICO Era: Andre's Start in Crypto

(13:07) Building Yearn Finance

(17:46) DAS London Plug

(18:43) F*ck Ups and Testing in Prod

(26:36) The Fantom L1: Making Software as Efficient as Possible

(53:23) Ethereum’s Scaling Roadmap

(58:11) Phantom’s Go-to-Market Strategy

(01:04:29) The SVM Is the Best Virtual Machine

(01:05:20) Airdrops, Regulation and Bull Market Predictions

- -

Follow Andre: https://twitter.com/AndreCronjeTech

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Fantom

https://twitter.com/FantomFDN

https://fantom.foundation/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

A Guide to Solana's New Paradigm | Mert Mumtaz, Garrett Harper

Tue, 12 Dec 2023 12:00:00 -0000

Solana just had one of the craziest weeks in its history. Jito's airdrop has created a wealth (and attention) effect that has captured all of crypto. What a week. In this episode, we cover Jito's token launch, Solana's airdrop season, finding value in the bull market, the integrated chain advantage, the nuances of client diversity and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:48) Jito and Solana's Airdrop Season

(13:44) Finding Signal in the Bull Market Noise

(22:56) DAS London Plug

(23:54) The Advantage of Integrated Chains

(29:29) Liveness and Client Diversity

(42:53) Solana Apps to Explore

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jon Charb's latest research

https://dba.xyz/l1s-vs-l2s-rollups-vs-integrated-general-purpose-vs-app-specific/

Jupiter episode

https://spoti.fi/3TheHkn

BetDEX

https://www.betdex.com/

https://twitter.com/BetDEXLabs

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Jupiter: The Aggregator Fueling Solana’s GDP | Meow

Thu, 07 Dec 2023 12:00:00 -0000

Meow, the co-founder of Jupiter, joins us to discuss how Jupiter is building crypto's leading aggregator. Jupiter is a DEX aggregator on Solana that routes over 80% of all DEX trades! It's an absolute killer app that has served as the entry to Solana's vast ecosystem. In this episode, we discuss how Jupiter found PMF, why Meow chose Solana, how Jupiter will onboard millions of users, Jupiter's airdrop, Solana's massive opportunity, multichain strategies and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:11) The Secret to Jupiter’s Success

(05:33) Why Solana Over Ethereum

(14:25) DAS London Plug

(15:22) Jupiter’s Massive Opportunity

(37:13) Jupiter’s Token Airdrop and Token Philosophy

(46:04) Advice for Crypto Founders

(50:06) L2s and a Multichain Future

(55:12) Routing Airdrops, Integrations and Growing the Pie

- -

Follow Meow: https://twitter.com/weremeow

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jupiter

https://twitter.com/JupiterExchange

https://jup.ag/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Size Matters: How Meteora Will Multiply Solana's TVL | Ben Chow

Tue, 05 Dec 2023 12:00:00 -0000

Ben Chow joins us to discuss how Meteora will multiply Solana's TVL. Ben is the co-founder of Meteora and a Solana DeFi OG. In this conversation, we discuss Meteora's origin story, why TVL matters, Meteora's 3-pronged plan to increase Solana's TVL, how Meteora prevents cascading risk, Solana's DeFi competition, how to launch a token and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:02) The Origin Story: From Mercurial to Meteora

(09:16) Building for Sustainable Yield

(11:33) Solana Needs TVL

(14:51) How to Use Meteora

(19:06) DAS LDN Plug

(20:04) Meteora’s 3-Pronged Plan to Grow TVL

(32:08) Composability and Cascading Risk

(40:31) Meteora’s DAO, Goals and Incentives

(44:49) Solana DeFi Competition

(48:13) Tips for Teams Launching Tokens

(51:58) Protocol Fees, Value Capture and POL

- -

Follow Ben: https://twitter.com/hellochow

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Meteora

https://twitter.com/MeteoraAG

https://meteora.ag/

Lightspeed's first episode with Ben

https://spoti.fi/47EPS6p

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How Hivemapper Can Outcompete Google Maps | Ariel Seidman

Thu, 30 Nov 2023 16:40:00 -0000

Ariel Seidman, CEO of Hivemapper, joins us to discuss how Hivemapper has built the most successful DePIN product in crypto. In just twelve months, Hivemapper has mapped over 6M unique road kilometers (10% of the world's roads!) and has over 25,000 contributors. In this episode, we discuss Hivemapper's origin story, how Hivemapper maps the world, Hivemapper's killer feature, what DePIN projects get wrong, founder lessons and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:12) Hivemapper’s Origin Story: From Drones to Dash Cams

(12:32) How Hivemapper Maps the World

(21:25) DAS London Plug

(22:23) Where Will Demand Come From?

(29:13) Why Solana and the DePIN Network Effect

(35:23) Hivemapper’s Main KPI

(37:10) The Biggest Challenges

(39:33) Costs and Potential Filecoin Integration

(42:52) Ariel’s Thoughts On Crypto Today

(45:30) Attracting Top Talent and Crypto’s Unlock

(51:12) Founder Lessons: Tolerance for Pain

(57:28) Rapid Fire

- -

Follow Ariel: https://twitter.com/aseidman

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Hivemapper

https://twitter.com/Hivemapper

Micropayments Are Crypto's Untapped Use Case | Ted Livingston (CEO of Code)

Tue, 28 Nov 2023 13:30:00 -0000

Ted Livingston joins us to discuss crypto's micropayments opportunity and Code's big announcement! Ted is a product legend who built the fastest-growing messenger app (Kik) and is now building the best payments experience in crypto. In this episode, we discuss the history of micropayments, how micropayments unlock new use cases, why Code uses Kin, why Code built an L2 on Solana, Ted's Bitcoin thesis and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:55) Ted’s Story: Building The #1 Messaging App

(05:36) Crypto's Micropayments Opportunity

(20:52) DAS London Plug

(21:50) Breaking News: Code Is Officially Open Source

(30:15) Why Code Uses Kin, Not USDC

(40:39) Live Micropayments Demo

(43:08) Code’s 2024 Roadmap

(45:18) How Developers Leverage Code’s SDK

(47:18) Unique Use Cases and Institutional Partnerships

(51:26) Solana, Code’s L2 and Appchains

(01:03:46) Ted’s Bitcoin Thesis

- -

Follow Ted: https://twitter.com/ted_livingston

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Code Is Now Fully Open Source

https://tedlivingston.substack.com/p/code-is-now-fully-open-source

Code

https://www.getcode.com/

https://twitter.com/getcode

Lightspeed's Previous Episode With Ted

https://spoti.fi/3T03NzE

https://bit.ly/3SWZ8hE

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Airdrop Season: Can Solana Handle The Surging Demand? | Mert Mumtaz, Garrett Harper

Fri, 24 Nov 2023 13:10:00 -0000

Did Pyth's airdrop overwhelm the Solana network? Was the degraded user experience an application fault, the result of a crude fee market or a stability issue? Garrett and Mert answer these questions in today's roundup. We also cover the SEC's attack on crypto, Solana's airdrop season, the changing L2 sentiment, Bonk's meteoric rise and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:23) The SEC vs Kraken, SOL and Airdrops

(6:03) Pyth’s Airdrop and Solana’s Network Stability

(13:46) Priority Fees, Jito and Out-Of-Network Payments

(17:33) The Changing L2 Sentiment

(26:08) Coinbase Continues to Ignore Solana

(29:31) Will L2s Ever Be Immutable?

(33:48) Durable Nonces and Preconfirmations

(39:18) Product vs Decentralization

(44:20) Bonk’s Meteoric Rise

(47:18) Gameable Metrics, Onchain Identity & Competition

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Dune's Headmaster

https://twitter.com/andrewhong5297

A Guide to Solana for Ethereum Analysts

https://read.cryptodatabytes.com/p/a-guide-to-solana-for-ethereum-analysts

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Finding Solana's Next Killer App | Emon Motamedi (Solana Labs)

Thu, 23 Nov 2023 13:26:00 -0000

Emon Motamedi joins us to discuss how Solana Labs hopes to find the next killer app. Emon leads product at Solana Labs and is the founder of Reddit's Digital Currency team. In this episode, we discuss Solana Labs' new incubator, finding the next killer app, multichain strategies, what crypto teams get wrong and more!

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:41) What is Solana Labs?

(02:16) Solana Labs Product Incubator

(23:25) What Teams Often Get Wrong

- -

Follow Emon: https://twitter.com/EmonMotamedi

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Application for Solana Labs Incubator

https://incubator.solanalabs.com/

Solana Labs

https://twitter.com/solanalabs

https://solanalabs.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Teleport: Breaking Big Tech's Network Effect | Paul Bohm

Tue, 21 Nov 2023 12:00:00 -0000

Paul Bohm joins us to discuss how decentralized marketplaces, like ride-sharing, can leverage crypto's coordination tools to compete against today's incumbents. Paul is a visionary, crypto OG and founder of Teleport. In this episode, we discuss Paul's core insight, Teleport's design, go-to-market strategies, how to ensure quality in decentralized services, why AirBnB onchain isn't a thing and more!

- -

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:16) Paul’s Core Insight that Lead to Teleport

(10:32) How Teleport Works

(19:25) Why Build Teleport on Solana?

(21:32) DAS LDN Plug

(22:17) How Governance Plays a Role

(25:02) Go-to-Market and Market Forces

(36:08) How Drivers, Users and Dispatchers Get Started on Teleport

(41:55) How to Ensure Consistency and Quality of Service

(45:34) What Teleport Means for Solana

(47:59) Biggest Learnings as a Founder

(51:03) Why Not Onchain AirBnB?

(57:07) Rapid Fire

- -

Follow Paul: https://twitter.com/paulbohm

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Teleport

https://twitter.com/TeleportXYZ

https://www.teleport.xyz/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Solana Rally: What Everyone Overlooked | 0xResearch

Fri, 17 Nov 2023 12:00:00 -0000

Today's episode is from our other favorite podcast, 0xResearch. Garrett joins the team to explain this month's Solana rally! We dive into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy!

As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.

Subscribe to 0xResearch on:

YouTube: https://bit.ly/3foDS38

Apple: https://apple.co/3SNhUEt

Spotify: https://spoti.fi/3NlP1hA

- -

Follow Sam: https://twitter.com/swmartin19

Follow Dan: https://twitter.com/smyyguy

Follow Matt: https://twitter.com/MattFiebach

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Blockworks Research: https://twitter.com/blockworksres

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(0:00) Introduction

(1:36) The Solana Accusatory Audit

(6:25) What is there to do on Solana?

(14:38) Does SOL not being money hurt DeFi?

(22:01) Hexens Ad

(22:48) Lack of Protocol Documentation

(26:13) Are there New Users?

(30:25) L2 Framework is Overrated

(46:24) DAS London Ad

(47:20) ACP 13 Reducing Barrier of Subnet Validator Sets

(55:38) Arbitrum Governance Updates

(1:01:57) 1inch Selling ARB Airdrop

- -

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Crypto’s Next Cycle: Solana’s Comeback vs Ethereum’s Head Start | Qiao Wang

Thu, 16 Nov 2023 12:00:00 -0000

Qiao Wang from Alliance DAO (a web3 accelerator) joins us to discuss the applications and protocols that are primed to dominate crypto's next cycle. Qiao reviews thousands of crypto startups every year, has an uncanny ability to predict future narratives and is one of my favorite thinkers in the space! In this episode, we discuss why RWAs and payments are crypto's massive opportunity, how speculation is crypto's killer feature, Solana's comeback vs Ethereum's headstart, Coinbase's giant opportunity, where the developers are building and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:45) Two Massive Opportunities: RWAs + Payments

(18:40) Why DePIN Works

(21:01) Speculation is Utility

(24:28) DAS LDN Plug

(25:26) Where Are Developers Building?

(28:57) Why Price Leads Everything

(32:13) DeFi Apps and Horizontal Integration

(34:53) The SuperApp Thesis

(39:32) Coinbase and Onchain Identity

(46:56) Cosmos’ Problem

(49:46) L2 Competition and Fragmentation

(57:29) What it Takes to Be a Great Crypto Founder

- -

Follow Qiao: https://twitter.com/QwQiao

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Good Game podcast

https://spoti.fi/3MKMLRQ

Alliance DAO

https://alliance.xyz/

https://twitter.com/alliancedao

What does it take to be a good crypto founder?

https://medium.com/alliancedao/what-does-it-take-to-be-a-good-crypto-founder-6c2600a99770

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The SOL Bull Case: VanEck | Matthew Sigel, Patrick Bush

Tue, 14 Nov 2023 12:00:00 -0000

Matthew Sigel and Patrick Bush join us to discuss their recent report that predicts SOL to hit $335 by 2030. Matthew (head of crypto research) and Patrick (senior investment analysts) lead VanEck's crypto division. VanEck is a prolific TradFi asset management firm founded in 1955, but that hasn't stopped them from building one of the best research teams in crypto. In this episode, we discuss their Solana bull case, how to value L1s, if DCF valuations are a meme, Solana's biggest challenges, Cosmos vs Ethereum vs Solana, macro's impact and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:48) VanEck’s Path to Investing in Crypto

(03:53) Investing in Smart Contract Platforms

(06:39) The Solana Bull Case

(17:53) Firedancer Questions

(24:18) Integrated vs Modular Ecosystems

(31:09) DAS London Plug

(32:06) What Metrics Matter?

(34:12) ETF Approvals and VanEck’s Philosophy

(37:28) How to Value an L1: The DCF Meme

(42:16) What About Cosmos?

(48:36) Macro and a Multipolar Future

(54:02) Favorite Verticals in Crypto

(58:00) Rapid Fire

- -

Follow Matthew: https://twitter.com/matthew_sigel

Follow Patrick: https://twitter.com/Patrick_Bush_VE

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030

https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Has Solana Earned The Hype? | Mert Mumtaz, Garrett Harper

Fri, 10 Nov 2023 12:13:00 -0000

Welcome to Lightspeed's third "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss why all eyes are on Solana, hype vs reality, Bankless' Ethereum vs Solana episode, the significance of Solana projects launching tokens and our takeaways from Breakpoint.

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:35) Why Are Prices Pumping Right Now?

(03:15) The Ethereum vs Solana Philosophy

(37:37) Focus On Product and Finding PMF

(49:33) Solana Projects Launching Tokens

(55:38) Horizontal Integration and DeFi Competition

(57:53) The Big 3 and Crypto’s Ecosystems

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Bankless' Ethereum vs Solana episode

https://spoti.fi/3QzTD5K

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana Needs Privacy For Mass Adoption | Elusiv, Light Protocol

Thu, 09 Nov 2023 17:27:00 -0000

Jorrit Palfner and Yannik Schrade join us to discuss why privacy is required for crypto to go mainstream. Jorrit (Light Protocol's co-founder) and Yannik (Elusiv's co-founder) are building Solana's leading privacy protocols. This discussion is more technical than usual, but the insights are incredible. We discuss the implications of private computation, how Light and Elusiv bring privacy onchain, the risks of zero-knowledge proofs, why build privacy on Solana and not an SVM rollup and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:44) Privacy is Required for Mass Adoption

(04:36) Why Privacy Isn't the Default

(12:37) What is a ZK Proof?

(14:47) How Light and Elusiv Bring Privacy Onchain

(32:17) DAS London Plug

(33:14) Will ZK Complexity Increase a Protocol's Risk?

(37:21) How Will Privacy Work With Public Applications?

(47:44) Homomorphic Encryption and Multiparty Computation (MPC)

(53:33) Token2022 and Why Build On Solana

- -

Follow Jorrit: https://twitter.com/ananas_light

Follow Yannik: https://twitter.com/yrschrade

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Light Protocol

https://twitter.com/LightProtocol

https://shield.lightprotocol.com/

Elusiv

https://twitter.com/elusivprivacy

https://www.elusiv.io/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana: The Global State Machine | Anatoly, Dan Albert, Amira Valliani, Noah Prince, Mert Mumtaz

Tue, 07 Nov 2023 12:00:00 -0000

This episode is the opening presentation from Breakpoint 2023! You'll hear from Solana's top talent, including Anatoly, Dan Albert, Amira Valliani, Noah Prince and Mert Mumtaz. This is the Solana ecosystem deep dive you won't want to miss!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:52) Anatoly: The Solana Thesis

(12:58) DAS 2023 Promo

(13:55) Dan Albert: Firedancer Is Live On Testnet!

(20:03) Amira Valliani: Client Diversity and Decentralization

(27:35) Noah Prince: Only Possible On Solana

(35:29) Mert Mumtaz: Now Is The Time to Build

(42:18) Austin Federa and Anatoly: What's Next?

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Dan: https://twitter.com/DanPaul000

Follow Amira: https://twitter.com/amiravalliani

Follow Noah: https://twitter.com/redacted_noah

Follow Austin: https://twitter.com/Austin_Federa

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Link to all Breakpoint panels

https://www.youtube.com/@SolanaFndn

Breakpoint 2023

https://solana.com/breakpoint

- -

Disclaimers:

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

What Metrics Matter for Internet Native Money? | Tushar Jain

Thu, 02 Nov 2023 11:00:00 -0000

Tushar Jain joins us to discuss how he identifies crypto applications that both create AND Tushar Jain joins us to discuss how he identifies crypto applications that create AND capture value. Tushar co-founded Multicoin Capital and is one of the most prolific investors in the space, known for his contrarian [and often correct] theses. In this episode, we cover Solana's rise from the ashes, how L1s accrue value, what crypto metrics matter, Solana's consumer chain narrative, the DePIN opportunity and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction (01:31) The Solana Thesis

(06:37) Internet Native Money and L1 Value Accrual

(12:28) Qualities of an Investable Application

(18:45) DePIN and New Methods of Token Distribution

(25:14) Why TVL is a Harmful Metric

(28:44) Solana’s Consumer Chain Narrative

(32:09) DAS London Plug

(33:18) Metrics That Matter

(44:07) Solana’s Decentralization

(47:41) Bitcoin's Problem

(55:00) Attention is Everything

(57:42) What’s Your North Star?

(59:51) Rapid Fire

- -

Follow Tushar: https://twitter.com/TusharJain_

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Multicoin

https://multicoin.capital/

Multicoin Summit 2023 Videos

https://multicoin.capital/2023/10/06/discussions-from-the-2023-multicoin-summit/

The Techn-Optimist Manifesto

https://a16z.com/the-techno-optimist-manifesto/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Is Solana the Consumer Chain? | Kash Dhanda, Brandon Potts

Tue, 31 Oct 2023 11:00:00 -0000

Kash Dhanda and Brandon Potts join us to discuss how builders can leverage Solana's unique value proposition to be the go-to ecosystem for crypto's next wave of users. Kash is a founding member of Superteam, where he helps Solana projects launch and grow their community, and Brandon is a Principal at Framework Ventures. In this conversation, we cover Solana's resurgence and payments narrative, crypto business models, Solana's shortcomings, whether Solana will be the default consumer chain, crypto's emerging market opportunity and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:59) Solana’s Resurgence

(07:34) The Payments Narrative: Solana’s Schelling Point

(14:03) Content Creation + Solana's Value Prop

(18:13) Crypto Business Models

(23:06) The Importance of Community

(27:22) Web2 vs Web3

(32:25) DAS London Plug

(33:33) The Most Exciting Things in Solana Right Now

(40:16) A Solana Roast: What Needs to Improve?

(45:33) Is Solana the Consumer Chain?

(50:36) Crypto’s Emerging Market Opportunity

(56:49) Abstract the Tech, Focus on Outcomes

(01:01:36) Hyperdrive: Solana’s Hackathon

- -

Follow Kash:https://twitter.com/kashdhanda

Follow Brandon: https://twitter.com/b_potts23

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Superteam

https://superteam.fun/

Framework Ventures

https://framework.ventures/

Hyperdrive

https://solana.com/hyperdrive

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Compounding Advantage | Joel Monegro

Thu, 26 Oct 2023 11:00:00 -0000

Joel Monegro, co-founder of Placeholder, joins us to discuss Solana's compounding advantage. Joel is a crypto OG, a prolific writer (wrote The Fat Protocol Thesis in 2016) and co-founded Placeholder with Chris Burniske. In this episode, we cover Joel's Solana thesis, upcoming infrastructure consolidation, app-specific L2 use cases, Joel's updated thoughts on The Fat Protocol Thesis, finding your investment edge and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:20) Ethereum vs Solana: Two Design Approaches

(09:45) Solana Pre and Post FTX

(15:30) A Consolidation of Infrastructure

(23:24) DAS London Plug

(24:33) The Fat Protocol Thesis

(39:01) Investment Philosophies & Application-Specific L2s

(45:07) Joel’s Path to Venture Capital

(53:24) How to Improve Your Writing

(59:57) Finding Your Investment Edge

(01:04:42) Rapid Fire

- -

Follow Joel: https://twitter.com/jmonegro

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Placeholder

https://www.placeholder.vc/

Ethereum and Solana by Joel

https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana

The Fat Protocol Thesis by Joel

https://www.usv.com/writing/2016/08/fat-protocols/

Joel's Website

https://monegro.org/work/2018/2/1/fat-protocols

Carlota Perez

https://www.amazon.com/Technological-Revolutions-Financial-Capital-Dynamics/dp/1843763311

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana vs Ethereum: Two Paths, One Endgame | Jon Charbonneau

Tue, 24 Oct 2023 11:00:00 -0000

Jon Charbonneau joins us to discuss how integrated and modular chains are on an inevitable path toward the same endgame. Jon is an investor and the most prolific researcher in the space who understands the nuances and tradeoffs of the Solana and Ethereum ecosystems. In this episode, we cover what SVM adoption means for Solana, if rollups scale Ethereum, why Jon is spending more time in Solana and the SVM, the convergence of the integrated and modular roadmap, how rollups will leverage Solana and more!

- -

Timestamps

(00:00) Introduction

(01:13) The Rollup Debate

(10:31) Modular vs Integrated: The Great Convergence

(18:06) The Appchain Thesis

(26:31) What SVM Adoption Means for Solana

(29:54) DAS London Promo

(32:53) Why Solana?

(34:02) What Ethereum & Solana Can Learn From Each Other

(37:49) The Value of End-User Verification

(40:45) Lido’s Dominance, Nakamoto Coefficients & Social Pressure

(46:14) Ethereum Aligned

(50:07) What Keeps You Here & The State of Crypto

(55:35) Solana as a Settlement and Sequencing Layer

(58:47) Why You Should Write

- -

Follow Jon: https://twitter.com/jon_charb

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

DBA's Website

https://dba.xyz/

Do Rollups Inherit Security by Jon

https://dba.xyz/do-rollups-inherit-security/

Jon's Substack

https://joncharbonneau.substack.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Rise of Crypto's Superapp | Fiskantes, Matti (Zee Prime Capital)

Thu, 19 Oct 2023 11:00:00 -0000

Fisk and Matti, from Zee Prime Capital, join us to discuss the rise of crypto's first superapp. In this episode, we cover the Fappening Thesis (superapp), why everyone invests in middleware, how protocols establish moats, the future of Web3 social, how crypto will impact equality and more! Fisk and Mattie have some of the most eccentric and prescient ideas in crypto - you won't want to miss this one.

- -

Timestamps

(00:00) Introduction

(00:54) The Dev2Dev Thesis

(08:13) The Fappening: Rise of the Superapp

(15:02) How Apps Establish Moats

(18:45) Is Blockspace Commoditized?

(30:44) Uniswap’s New Fee: Protocols vs Frontends

(36:24) Web3 Social: Status vs Utility

(47:31) Equal Opportunity vs Equal Outcomes

(55:58) Advice: Think Different

- -

Follow Fisk: https://twitter.com/Fiskantes

Follow Matti:https://twitter.com/mattigags

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Zee Prime

https://zeeprime.capital/

The Future of OwnyFans

https://zeeprime.capital/the-future-of-owny-fans

The Fappening

https://zeeprime.capital/the-fappening

The Middleware Thesis

https://zeeprime.capital/infrastructure-lego-the-middleware-thesis

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Path to Mass Adoption: Gradually, Then All At Once | Mert Mumtaz, Garrett Harper

Tue, 17 Oct 2023 11:00:00 -0000

Welcome to Lightspeed's second "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss Solana disinformation, the increasing adoption of the SVM, why DePIN could be crypto's next narrative, the ETH vs SOL debate, the power of permissionless frontends and more!

- -

Timestamps

(00:00) Introduction

(00:36) Solana Misinformation

(08:26) Why Crypto Needs to Focus on Distribution

(21:56) SVM Adoption, Integrated vs Modular Ecosystems & DePIN

(31:56) Web3’s Social Opportunity

(38:54) ETH vs SOL: Scarcity vs Abundance

(45:25) The Permissionless Frontend Thesis

(52:54) Today’s Fundraising Environment

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Zero to One by Peter Thiel

https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296

Ethereum and Solana by Joel Monegro

https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana

Anatoly's episode on Validated

https://spoti.fi/3RZqZ0g

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How Onchain Attribution Will Catalyze Crypto's Growth | Antonio García Martínez (Spindl)

Thu, 12 Oct 2023 11:00:00 -0000

Antonio García Martínez joins us to discuss why onchain attribution and advertising are crucial to crypto's growth. Antonio is a prolific ad tech entrepreneur, the author of Chaos Monkeys and now the founder of Spindl. In this episode, we discuss the evolution of Web2 advertising, crypto's massive onchain attribution opportunity, data privacy and ownership, potential catalysts for crypto's adoption, how AI will impact advertising and more!

- -

Timestamps:

(00:00) Introduction

(00:56) The Evolution of Ad Tech

(13:47) How Spindl Brings Attribution to Web3

(22:11) Crypto’s Publisher Problem and Discovery

(25:38) The Importance of Being Native to the Medium

(33:19) Data Privacy and Ownership

(35:55) Antonio’s Web3 Thesis

(41:03) Should DAOs Exist?

(44:24) What Will Catalyze Crypto's Adoption?

(48:09) AI’s Impact on Advertising

(51:10) Advice for Startup Founders

(54:20) Rapid Fire

- -

Follow Antonio: https://twitter.com/antoniogm

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Spindl

https://www.spindl.xyz/

Chaos Monkeys

https://www.amazon.com/Chaos-Monkeys-Obscene-Fortune-Failure/dp/0062458191

Stratechery (Ben Thompson)

https://stratechery.com/

Mobile Dev Memo

https://mobiledevmemo.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The dYdX Appchain Vision: One of Crypto's Boldest Bets | Antonio Juliano

Tue, 10 Oct 2023 11:00:00 -0000

Antonio Juliano, the founder of dYdX, joins us to discuss why dYdX is launching an appchain. dYdX has over $1T in exchange volume, 50%+ market share of onchain perps market, and is one of the few crypto products that's found a semblance of product-market fit. Despite this, dYdX is moving from Starkware (an Ethereum L2) to a Cosmos-based appchain, officially launching this month! In this episode, we cover why dYdX is launching an appchain, finding product-market fit, decentralization vs immutability, branding and distribution, why Antonio is now against horizontal integration and more!

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Timestamps

(00:00) introduction

(00:57) dYdX: Crypto’s Leading Perpetuals Exchange

(04:50) Why dYdX is Launching an Appchain

(17:07) Choosing the Right Tech Stack

(20:59) The L2 Landscape

(24:52) Jito Midroll

(25:57) Does Cosmos Have to Succeed for dYdX to Succeed?

(28:51) Decentralization and Immutability

(33:24) Why Should People Care About DeFi?

(39:10) The User-Generated Value Thesis

(43:55) What Antonio Has Learned as a Crypto Founder

(49:29) Committees Can't Make Big Bold Decisions

(55:30) Discovery and Branding

(57:09) Horizontal vs Vertical Integration

(01:01:13) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Antonio: https://twitter.com/AntonioMJuliano

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jito

jito.network

dYdX

https://twitter.com/dYdX

https://dydx.exchange/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solving Crypto's Onboarding Problem | Arianna Simpson, Riyaz & Nass (Bastion's Founders)

Thu, 05 Oct 2023 11:00:00 -0000

Arianna Simpson, Riyaz Faizullabhoy and Nass Eddequiouaq join us to discuss how crypto needs to shift its focus back to the user experience. We cover crypto's friction points, the application vs infrastructure phase, how Bastion can enable simple onboarding and a Web2-like user experience, crypto's misplaced defaults, over-indexing on decentralization and more!

- -

Timestamps:

(00:00) Introduction

(00:26) What Problem Is Bastion Solving?

(06:57) Have We Over-Indexed on Decentralization?

(10:04) Building Infrastructure vs Consumer-Facing Products

(14:26) How Transaction Routing Works

(18:18) Why Should Consumers Care?

(21:49) Unique Use Cases Enabled by Web3

(28:24) The Infrastructure vs Application Phase

(30:34) Will Users Self-Custody in the Future?

(32:00) How Crypto Can Rebuild Trust

(35:54) Interoperability and Bridge Risk

(40:38) How Developers Choose Where to Build

(44:34) Crypto's Misplaced Defaults

(49:36) The Insane Challenge of NFT Projects

- -

Follow Arianna: https://twitter.com/AriannaSimpson

Follow Nass: https://twitter.com/nassyweazy

Follow Riyaz: https://twitter.com/riyazdf

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Bastion

https://www.bastion.com/

https://twitter.com/BastionPlatform

a16z

https://a16zcrypto.com/

https://twitter.com/a16zcrypto

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Permissionless Frontends: The Rise of Crypto's Aggregators | Kain Warwick (Infinex)

Tue, 03 Oct 2023 11:00:00 -0000

Kain Warwick, the founder of Synthetix and Infinex, joins us to discuss how permissionless frontends are crypto's next battleground. Crypto has the infrastructure to support the next wave of users, but the user experience is lightyears behind Web2. What can solve this? Permissionless frontends. In this episode, we cover why Kain is building Infinex, the missing piece to get users onchain, crypto's new aggregators, Kain's multichain strategy, where DAOs fail to innovate and more. This might be my favorite episode yet!

- -

Timestamps

(00:00) Introduction

(02:04) A Shift from Infrastructure to the User Experience

(05:03) Why Synthetix Chose Optimism

(09:11) The Missing Ingredient to Compete with Binance

(11:53) L2 Liquidity Fragmentation

(14:51) Should Projects Launch on Multiple Chains?

(17:18) Why Synthetix Might Launch an Appchain

(19:10) How to Build Brand Trust & Bring Users Onchain

(32:57) Jito MidRoll Plug

(34:02) Crypto’s New Aggregators: Permissionless Frontends

(43:06) Taking Speculation Too Far

(51:16) L2 Centralization Vectors & Progressive Decentralization

(57:06) Will L2s Have a Power Law Outcome?

(59:54) Why Kain is Still in Crypto

(01:05:26) Where DAOs Succeed and Fail

(01:12:44) Rapid Fire

- -

This episode is brought to you by Jito.

- -

Follow Kain: https://twitter.com/kaiynne

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Synthetix

https://twitter.com/synthetix_io

https://linktr.ee/synthetix

Infinex

https://twitter.com/infinex_app

https://infinex.io/

Kain's Writings

https://mirror.xyz/kain.eth

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How Helium Is Leading Crypto's DePIN Revolution | Abhay Kumar

Thu, 28 Sep 2023 11:00:00 -0000

Abhay Kumar, the CEO of the Helium Foundation, joins us to discuss how DePIN and Helium are bringing undeniable utility to crypto. Helium is a DePIN protocol that coordinates and incentivizes the buildout of wireless infrastructure around the world. In this episode, we discuss the secret to Helium's success, why Helium migrated to Solana, DePIN competition and moats, the value of onchain identity and more!

- -

Timestamps:

(00:00) Introduction

(00:16) What is DePIN?

(02:18) The Secret to Helium’s Success

(09:23) Why Helium Migrated to Solana

(19:02) Onboarding Users, Hotspots and Oracles

(26:39) Helium Mobile and Go-to-Market Strategies

(43:41) Nova Labs and the Helium Foundation

(46:36) Competition and Moats

(49:33) Does Solana Have a DePIN Network Effect?

(55:01) Demand Catalysts

(57:45) DeFi, Composability and Onchain Identity

(01:03:25) Advice for Crypto Founders

- -

Follow Ahbay: https://twitter.com/abhay

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Helium

https://www.helium.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How SVM Adoption Impacts the Solana Thesis | Joe McCann, Mike Dudas

Tue, 26 Sep 2023 11:00:00 -0000

Joe McCann and Mike Dudas join us to discuss their Web3 investment framework. We cover Solana's core advantage and if SVM adoption impacts their thesis, investing in monolithic vs modular infrastructure, the state of crypto venture capital, the key to attracting new developers, crypto's most exciting verticals and more! Joe and Mike are two prolific investors with unique insights you won't want to miss.

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Timestamps

(00:00) Introduction

(00:51) Joe and Mike’s “Earned Secret”

(14:22) The Solana Thesis

(32:04) Jito MidRoll

(33:08) Investing in Monolithic vs Modular Protocols

(42:08) Eclipse and the SVM Value Accrual Debate

(49:17) The State of Crypto Venture Capital

(58:56) Applications and Sectors to Watch

(01:06:00) The Crypto Media Landscape

(01:09:00) Rapid Fire

- -

This episode is brought to you by Jito.

- -

Follow Mike: https://twitter.com/mdudas

Follow Joe: https://twitter.com/joemccann

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jito

jito.network

6th Man Ventures

https://6thman.ventures/

Asymmetric

https://asymmetric.financial/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Web3 Gaming: A False Hope or Crypto's Path to Mass Adoption? | Ryan Wyatt

Thu, 21 Sep 2023 11:00:00 -0000

Ryan Wyatt is the former Head of YouTube Gaming and President at Polygon Labs. He is a master at business development, strategy and product. In this episode, Ryan explains why crypto gaming is here to stay. We discuss Ryan's time at YouTube and path to Web3, the value of Web2 business development, what crypto unlocks for gaming, the consolidation of crypto's infrastructure layers and more!

- -

(00:00) Introduction

(00:49) How Ryan Became the Head of Gaming at YouTube

(11:44) The Jump to Web3 and Polygon Labs

(20:12) Web2 vs Crypto-Native Talent

(23:08) Business Development Matters

(30:28) Why Gamer’s Hate NFTs

(35:26) What Crypto Unlocks for Gaming

(44:11) How Generative AI Will Impact Gaming

(47:22) What Games are Best Positioned to Integrate Crypto

(52:56) The Shift From Infrastructure to Apps

(57:02) Is Gaming Crypto’s Savior?

(59:46) What Ryan Wants to Work on Next

(1:02:15) Rapid Fire

- -

Follow Ryan: https://twitter.com/Fwiz

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Anatoly Yakovenko: What's Next for Solana? | Permissionless II

Tue, 19 Sep 2023 11:00:00 -0000

Anatoly joins Mert to discuss his 5-year vision for Solana. In this discussion, we cover Solana's changing narrative, Firedancer's performance, Solana's shrinking hardware requirements, why Anatoly wants people to fork the SVM, the key to crypto adoption and why multiple slot leaders will be a huge upgrade for Solana! This was a discussion from last week's Permissionless II conference.

- -

Timestamps

(00:00) Introduction

(03:19) Solana’s Momentum and Big Announcements

(07:49) Value Capture and Local Fee Markets

(15:18) QUIC and Stake-Weighted QoS

(17:23) Firedancer’s Performance & Solana’s Hardware Requirements

(25:06) Jito Promo

(31:04) Solana’s Most Exciting Applications

(32:07) What Can Solana Learn from Ethereum?

(34:38) Why Solana Wants Multiple Leaders per Slot

- -

This episode is brought to you by Jito.

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jito

jito.network

Permissionless

https://blockworks.co/event/permissionless-2023

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Legacy vs Next-Gen Chains: What Everyone Gets Wrong About Avalanche | Luigi DeMeo, Patrick O'Grady

Thu, 14 Sep 2023 11:00:00 -0000

Luigi DeMeo and Patrick O'Grady join us to discuss Avalanche's core thesis and roadmap. We cover Avalanche's cored design, why projects will leverage subnets, what's holding Avalanche back, legacy vs next-gen chains, L2 rollups and appchains, the RWA use case and more!

- -

Timestamps:

(00:00) Introduction

(01:05) Avalanche’s Design and Core Thesis

(10:34) Avalanche's Consensus Mechanism and Validator Requirements

(18:54) AVAX and Value Accrual

(24:45) Legacy vs Next-Gen Chains and Rune’s SVM Post

(32:45) L2 Scaling and Appchains

(40:39) Where Will Value Aggregate on Avalanche?

(45:38) Avalanche’s Core Focus and Use Case

(56:18) How Do You Think About Community?

(01:05:17) Rapid Fire

- -

Follow Luigi: https://twitter.com/luigidemeo

Follow Patrick: https://twitter.com/_patrickogrady

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Avalanche

https://twitter.com/avax

https://www.avax.network/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Finding the Answer to Crypto's Biggest Problem | Ted Livingston, CEO of Code

Tue, 12 Sep 2023 11:00:00 -0000

Ted Livingston joins us to discuss how to build consumer crypto products that solve problems users actually care about. In 2009, Ted founded Kik, which grew to over 300M users and led the way for today's messaging apps. Ted is now working on Code, a Solana-based payments app that makes it easy to pay anyone, anywhere in the world. In this episode, we cover Ted's learnings from building Kik, why Kik launched Kin and built on Solana, why stablecoins aren't crypto's answer, what the crypto industry got wrong, why Code could be crypto's first mainstream app and more!

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Timestamps

(00:00) Introduction

(01:01) Building Kik: One of the Fastest Growing Apps in History

(08:22) Crypto as a New Business Model

(12:03) Why Build on Solana?

(19:57) Code’s Design + Live Demo

(23:43) Jito Plug

(24:46) Kin: Why Stablecoins Aren’t the Answer

(30:00) How to Cultivate Unique Ideas

(34:43) Focusing on Narratives vs Products

(37:05) Crypto's Go-to-Market Failure

(40:02) Why Ted’s Still in Crypto

(42:15) Thoughts on Social and Stablecoins

(46:07) What Crypto Uniquely Enables

(51:21) How to Attract New Users

(58:06) Rapid Fire

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This episode is brought to you by Jito.

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Follow Ted: https://twitter.com/ted_livingston

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

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Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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Resources

Code

https://www.getcode.com/

https://twitter.com/getcode

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Emergence as a Payments Hub | Roundup

Fri, 08 Sep 2023 11:00:00 -0000

Could Solana's payments narrative create the schelling point that drives new adoption? Welcome to Lightspeed's first "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we cover Visa's Solana announcement, Rune's proposal to fork the SVM, Solana DeFi 2.0, Lido's liquid staking trouble on Solana, how to bring new users to crypto and more!

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Timestamps:

(0:00) Introduction

(00:18) Visa Announces USDC Settlement on Solana

(12:35) Rune's Proposal to Fork the SVM

(21:18) Integrated vs Modular & the Appchain Debate

(34:30) Why Payments Are Uniquely Suited for Solana

(43:31) Solana DeFi 2.0

(46:55) Solana Liquid Staking & Multi-Chain Deployments

(51:38) How to Bring New Users to Crypto

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Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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Resources

Rune's Post on Exploring Solana's Codebase for NewChain

https://forum.makerdao.com/t/explore-a-fork-of-the-solana-codebase-for-newchain/21822

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana's Watershed Moment | Zeta Markets, Meteora, Hubble Protocol

Thu, 07 Sep 2023 11:00:00 -0000

Tristan Frizza, Marius Ciubotariu and Ben Chow join us to debate if Solana has hit an inflection point that will usher in new users and use cases. We discuss the implications of Visa's Solana partnership, how Solana has changed since 2021, why people should care about Solana DeFi 2.0, go-to-market strategies, Rune's SVM fork proposal and more! Tristan, Marius and Ben are prolific Solana DeFi founders with unique insights you won't find anywhere else.

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Timestamps:

(00:00) Introduction

(00:31) Solana’s Inflection Point

(04:13) Building in Solana: 2021 vs 2023

(21:57) What is Solana DeFi 2.0?

(31:15) PERMISSIONLESS PLUG

(32:15) G2M: What’s Your Strategy, Who’s Your Customer

(50:01) DeFi’s Unique Value Proposition

(55:37) Rune’s Proposal to Fork the SVM + Appchains

(01:08:08) Rapid Fire

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Follow Marius: https://twitter.com/y2kappa

Follow Tristan: https://twitter.com/Tristan0x

Follow Ben: https://twitter.com/hellochow

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Zeta Markets

https://twitter.com/ZetaMarkets

https://docs.zeta.markets/mad-wars/intro-to-the-mad-wars

Meteora

https://twitter.com/MeteoraAG

https://www.meteora.ag/

Hubble Protocol

https://twitter.com/HubbleProtocol

https://app.hubbleprotocol.io/

Jupiter Exchange

https://twitter.com/JupiterExchange

https://jup.ag/

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Monad: The EVM at Full Throttle | Keone Hon, Kevin G

Tue, 05 Sep 2023 11:00:00 -0000

Keone Hon and Kevin G join us to discuss how Monad is scaling the EVM. Every project in crypto right now is launching an L2 or marketing how their execution environment is better than the EVM. Monad has taken the opposite approach and is building an L1 that leverages the EVM with new optimizations like parallel execution. In this conversation, we discuss Monad's EVM optimizations, the blockchain trilemma, why Monad chose the EVM, how to launch a new L1, modular vs integrated and more!

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Timestamps

(00:00) Introduction

(00:32) Monad: A Parallelized L1 Leveraging the EVM

(06:01) The Blockchain Trilemma

(17:31) Monad’s Optimizations and Remaining Bottlenecks

(26:14) Jito Mid Roll

(27:18) Permissionless Plug

(28:18)Why Choose the EVM and Not Build an L2?

(31:13) The Importance of Community

(36:20) L1 Fees and Tokenomics

(41:58) Could Ethereum Implement Monad’s Optimizations?

(43:15) The Blockchain Design Landscape

(46:49) Modular vs Integrated

(49:10) Crypto’s Most Exciting Sectors

(51:54) High Fidelity DeFi

(55:21) Go-To-Market Strategy

(59:57) Rapid Fire

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This episode is brought to you by Jito.

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Follow Keone: https://twitter.com/keoneHD

Follow Kevin: https://twitter.com/zen_llama

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Monad

https://twitter.com/monad_xyz

https://linktr.ee/monad_xyz

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Art of Building Products Users Love | Jeff Morris Jr.

Thu, 31 Aug 2023 11:00:00 -0000

Jeff Morris Jr. joins us to discuss how crypto can build products users love. Jeff is a venture capitalist and product genius who previously led Tinder's Revenue team as Tinder went from $20M to $1.2B in ARR and became the #1 grossing app in the App Store. In this conversation, we cover user acquisition and branding, the power of subscription business models, how to find crypto market fit, how to take advantage of platform shifts, learnings from NBA TopShot and more!

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Timestamps:

(00:00) Introduction

(01:08) Venture Narrative Whiplash

(08:20) Protocols as Open-Source Software

(11:41) The Power of Subscription Business Models

(15:24) Permissionless Plug

(22:32) Using Tokens to Incentivize Users

(23:32) Does Anything in Crypto Have Product Market Fit?

(28:36) How to Make Crypto More Accessible

(34:28) Decentralization vs User Experience

(42:31) What Verticals Are Underrated in Crypto?

(45:20) Learnings from NBA TopShot

(47:39) The Difficulty of Building Consumer Products

(52:49) A Founder’s “Earned Secret”

(58:11) Platform Shifts

(01:01:50) Launching on Multiple Chains & Distribution

(01:09:19) Writing Tips & Final Takeaways

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Follow Jeff: https://twitter.com/jmj

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Chapter One

https://chapterone.com/

Jeff's Substack

https://jeffmorrisjr.substack.com/

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Next Chapter for Stablecoins | Nic Carter

Tue, 29 Aug 2023 11:00:00 -0000

Nic Carter joins us to discuss how digitized dollars are crypto's killer use case. We explore predictions for stablecoins, what people get wrong about Tether, US regulation, why L1 networks over-index on scarcity, crypto's most over/underrated sectors and more! Nic is a crypto OG, prolific writer and investor. You don't want to miss this one!

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Timestamps

(00:00) Introduction

(00:34) Stablecoins: Crypto Is All About Moving Dollars

(08:58) Terra’s Failed Attempt to Leverage BTC

(10:29) Delta-Neutral Stablecoins

(14:59) Tether Haters Were Wrong

(20:00) The State of US Stablecoin Regulation

(27:33) Jito Mid-Roll

(28:37) Permissionless Plug

(20:00) The State of US Stablecoin Regulation

(29:37) How Stables Impact the Value of L1 Tokens

(34:42) Why Crypto Has Become a Religion

(40:48) We’ve Overindexed on the Scarcity Features of L1 Networks

(44:44) The Value of Composability

(50:33) Crypto’s Most Overrated/Underrated Sectors

(56:33) 4 Stablecoin Predictions

(59:34) Rapid Fire

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This episode is brought to you by Jito.

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Follow Nic: https://twitter.com/nic__carter

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Nic Carter's Website

https://niccarter.info/

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Magic Eden: Is the 10K PFP Playbook Dead? | Zedd, Tiff and Rex

Thu, 24 Aug 2023 11:00:00 -0000

Today we are joined by the team from Magic Eden to discuss the state of NFTs. We cover what went wrong with the 10K PFP collections, royalty fees and creator monetization, horizontal vs vertical marketplaces, Magic Eden's multichain strategy, the advantages of different L1s and more!

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Timestamps:

(00:00) Introduction

(00:47) Is the 10K PFP Collection Dead?

(05:26) Why Should People Care About NFTs?

(08:52) Royalty Fees and Creator Monetization

(20:47) Permissionless Plug

(21:47) Compressed NFTs on Solana

(28:49) Horizontal vs Vertical Marketplaces

(33:52) Magic Eden’s Multichain Strategy

(01:00:32) Yoot’s Migration to Polygon

(01:07:40) Rapid Fire

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Follow Zedd: https://twitter.com/zhuoxunyin

Follow Tiff: https://twitter.com/hausoftiffany

Follow Rex: https://twitter.com/zhouzhuojie

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Magic Eden

https://magiceden.io/

https://twitter.com/MagicEden

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

The Value of Modular Blockchains | Nick White, Neel Somani

Tue, 22 Aug 2023 11:00:00 -0000

Nick White (COO of Celestia) and Neel Somani (founder of Eclipse) join us to debate the tradeoffs of modular vs integrated blockchains. We cover the modular thesis, how Eclipse is bringing the SVM to Ethereum, the hidden costs of modularity, centralized sequencers and L2s, where value will accrue in a modular paradigm and more!

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Timestamps

(00:00) Introduction

(01:17) What are Modular Blockchains?

(05:02) Data Availability Explained

(08:43) Light Clients and End User Verification

(19:13) Eclipse: the SVM Rollup Provider

(20:18) Why do Rollups Need Settlement?

(25:54) Jito Mid Roll

(26:58) Permissionless Plug

(27:58) Should Celestia Enshrine a Settlement Layer?

(31:02) L2 Training Wheels

(35:21) Kyle Samani’s "The Hidden Costs of Modular Systems”

(42:30) Appchains vs Rollups

(46:11) How Eclipse is Bringing the SVM to Ethereum

(47:26) Are Centralized Sequencers Okay?

(52:56) Will Crypto Apps Have a Power Law Outcome?

(57:31) Network Effects and Value Accrual

(01:07:43) Where Will Enterprises Launch Applications?

(01:11:36) Rapid Fire

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This episode is brought to you by Jito.

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Follow Neel: https://twitter.com/neelsalami

Follow Nick: https://twitter.com/nickwh8te

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Celestia

https://twitter.com/CelestiaOrg

https://celestia.org/

Eclipse

https://twitter.com/EclipseFND

https://www.eclipse.builders/

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Why Crypto Governance Sucks | Chase Chapman, David Phelps

Thu, 17 Aug 2023 11:00:00 -0000

Chase Chapman and David Phelps join us to discuss what crypto governance gets wrong. This is the most fun conversation we've had on Lightspeed yet! We cover how to make people care about governance, what's holding crypto back, the importance of onchain identity, where Balaji's network state falls short, why you can't L2 your way to PMF and more!

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Timestamps:

(00:00) Introduction

(01:46) What Crypto Gets Wrong About Governance

(11:56) Jokerace: Turning Governance Into Contests

(14:09) Friend.tech and Making Governance Addictive

(23:43) What’s Holding Crypto Back?

(24:43) Permissionless Plug

(30:29) The Importance of Onchain Identity

(37:57) Crypto’s Tribalism

(44:39) Critiques of Balaji’s Network State

(50:00) How Will Crypto’s Topology Play Out?

(53:55) Advancing Onchain Literacy

(56:01) You Cannot L2 Your Way to PMF

(59:23) Rapid Fire

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Follow Chase: https://twitter.com/chaserchapman

Follow David: https://twitter.com/divine_economy

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

David's Substack

https://davidphelps.substack.com/archive

On The Other Side (Network State episode)

https://spoti.fi/3QFj1sH

Metropolis

https://www.metropolis.space/

https://twitter.com/0xMetropolis

Jokerace

https://jokerace.xyz/

https://twitter.com/jokerace_xyz

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Drift: Can This Solana DEX Compete With Binance? | Cindy Leow, Chris Heaney

Tue, 15 Aug 2023 11:00:00 -0000

Cindy Leow and Chris Heaney join us to discuss how Drift is building the #1 trading experience on Solana. In this episode, we cover Drift's core design and liquidity layers, the advantages of perps, why Drift built on Solana, vertical vs horizontal integration, Drift's distribution framework, what DeFi got wrong and more!

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Timestamps

(00:00) Introduction

(00:48) Drift: Solana’s Perpetual Swaps Exchange

(01:55) The Advantages of Perps

(04:08) The Liquidity Trifecta: Drift’s 3 Layers of Liquidity

(14:19) Drift’s End Game

(17:54) Permissionless ad

(26:40) Why Build on Solana?

(27:40) Vertical and Horizontal Integration

(31:27) Abstracting the Underlying Chain

(34:58) How Drift Approaches Distribution

(40:41) Customer Acquisition

(43:52) What DeFi Got Wrong

(54:21) Hot Takes: NFTs Fail if DeFi Fails & Mutable Contracts

(59:40) Why Are You Building in Crypto?

(01:04:47) Regulation and Building in the US

(01:07:57) Rapid Fire

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Follow Cindy: https://twitter.com/cindyleowtt

Follow Chris: https://twitter.com/crispheaney

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Drift

https://linktr.ee/driftprotocol

https://twitter.com/DriftProtocol

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana’s Ultimate Vision | Anatoly Yakovenko

Thu, 10 Aug 2023 11:00:00 -0000

Anatoly joins us to discuss why Solana is uniquely designed to utilize ever-increasing bandwidth and compute. We cover Solana's core thesis, how blockchains benefit from hardware improvements, the fundamental flaws of L2s, Anatoly's favorite applications, decentralization and more! Anatoly is a legend, you don't want to miss this one!

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Timestamps

(00:00) Introduction

(01:47) Solana’s Core Thesis

(10:29) The Scaling Bottleneck

(13:43) Do All Blockchains Equally Benefit From Hardware Improvements?

(17:47) Pros and Cons of Parallel Execution

(20:56) The Realities of Decentralization

(24:32) Solana’s Design Moat

(27:57) Jito Mid Roll

(29:01) Permissionless Plug

(30:01) The Fundamental Tradeoffs of L2s

(44:43) How Should Solana Approach Business Development?

(48:33) The Role of Solana Labs and the Solana Foundation

(50:18) The Compressed NFT Opportunity

(53:54) We Need to Fix DAO Governance

(55:40) Anatoly’s Metric of Success for Solana

(58:21) Why Anatoly Hasn’t Left Crypto

(01:00:12) Why an Average Joe Would Use Solana

(01:01:58) Rapid Fire

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This episode is brought to you by Jito.

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Endgame: Proof of Governance - Jon Charbonneau

https://www.youtube.com/watch?v=toPd1vgHjVE

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Why Solana DeFi Is Crypto's Biggest Opportunity | Ansem

Tue, 08 Aug 2023 11:00:00 -0000

Ansem joins us to discuss why Solana DeFi is the best opportunity in crypto right now. Ansem is one of the top traders in the space who is a master of finding crypto's next narrative. In this episode, we cover the Solana opportunity, why Ansem is bullish on crypto gaming, how to think about L2s vs appchains, the closing investment opportunity, Ansem's favorite crypto applications and more!

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Timestamps

(00:00) Introduction

(01:18) Terminally Online

(03:28) DeFi Kingdoms and Crypto Gaming

(06:17) Is Speculation a Feature or a Bug?

(08:40) Jito ad

(09:44) Permissionless ad

(10:44) Why Ansem’s Bullish on Solana DeFi

(14:04) The Solana Thesis

(22:32) Navigating L2s, Modularity and Appchains

(25:39) Why People Should Be Watching Cosmos

(32:05) Building Great Products for New Users

(37:26) Crypto Twitter

(45:22) Today's Unique Opportunity

(52:15) Rapid Fire

- -

This episode is brought to you by Jito.

- -

Follow Ansem: https://twitter.com/blknoiz06

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Ansem's Substack

https://blknoiz06.substack.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Ending the Modular vs Monolithic Debate | Kyle Samani

Thu, 03 Aug 2023 11:00:00 -0000

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more!

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Timestamps:

(00:00) Introduction

(00:34) The Modular vs Monolithic Debate

(07:43) Bootstrapping Communities

(09:17) A Case for Rollups and Appchains

(15:33) The Value of Composability and Globally Shared State

(22:22) Permissionless Plug

(23:22) Crypto’s Moats, Meat Space and the Saga Phone

(28:38) Don’t Sleep on DePIN

(45:11) Spatial Computing and New Form Factors

(53:42) Kyle’s Thinking Process

(57:49) Zero Knowledge Proof Use Cases

(01:04:21) How Kyle Cultivated His Communication Style

(01:06:03) Advice for Founders

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Follow Kyle: https://twitter.com/KyleSamani

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Multicoin Capital

https://multicoin.capital/

Unlocking Payments Over Crypto Rails

https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/

Stratechery (Ben Thompson)

https://stratechery.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

DRiP: Crypto's Best Shot at Mainstream Adoption | Vibhu Norby

Tue, 01 Aug 2023 11:00:00 -0000

We're joined by Vibhu Norby, the founder of DRiP, to discuss why DRiP is crypto's best shot at mainstream adoption. DRiP has already minted 18 million NFTs to 800 thousand wallets. If one crypto app has found product market fit, it's DRiP. In this episode, we cover what makes DRiP unique, what crypto should learn from the gaming industry, how creators can leverage DRiP, the future of NFTs, how DRiP will forever change Solana and more!

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Timestamps

(00:00) Introduction

(01:15) What Makes DRiP Unique?

(11:34) DRiP’s Insane Growth

(14:28) Community Pushback and FUD

(17:49) How Gaming Inspired DRiP

(22:09) Learnings from Working with Tony Fadell

(26:16) Jito Promo

(27:16) Permissionless Promo

(28:19) Why Vibhu Doesn’t Like Curation

(30:54) How Can Lightspeed Leverage DRiP?

(33:17) Tracking and Attribution on DRiP

(36:46) DRiP’s Business Model

(39:19) Predicting the Future of NFTs

(42:21) Why DRiP is Only on Solana

(44:48) How DRiP Will Onboard Millions of Users to Solana

(48:58) Competition, Products vs Distribution & Building in Web3

(01:01:36) Rapid Fire

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This episode is brought to you by Jito.

- -

Follow Vibhu: https://twitter.com/vibhu

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

DRiP

https://linktr.ee/drip.haus

https://twitter.com/drip_haus

DRiP analytics dashboard

https://analytics.topledger.xyz/tl/public/dashboards/7XqwqSZ3r7aYD5EVBwd67VHQ3Y1pXrq0agQptxuU

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Compressed NFTs: Solana's Secret to Mass Adoption | Tensor's Co-founders

Thu, 27 Jul 2023 11:00:00 -0000

In today's episode, we're joined by Ilja Moisejevs and Richard Wu to discuss how Tensor is building the #1 NFT marketplace in Solana and why compressed NFTs are Solana's new unlock. We cover why Ilja and Richard chose Solana, the advantages of professional vs retail products, compressed NFTs, Tensor's roadmap, crypto's path to mass adoption and more!

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Timestamps:

(00:00) Introduction

(00:20) Tensor: NFT Trading for Prosumers

(04:28) Why Build NFT Infrastructure?

(07:57) How Did You Choose to Build on Solana?

(12:31) Path Dependency: Expanding From Pros to Retail

(15:19) Competition

(18:57) Loyalty Points and Hyperscaling

(21:07) Compressed NFTs: The Unlocks and Tradeoffs

(36:23) Permissionless Ad

(37:23) Tensorians: Tensor’s NFT Project

(44:20) Tensor’s Roadmap and Owning the User Relationship

(50:32) What You’ve Learned as a Founder

(01:02:47) Rapid Fire

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Follow Richard: https://twitter.com/0xrwu

Follow Ilja: https://twitter.com/_ilmoi

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Tensor

https://twitter.com/tensor_hq

https://linktr.ee/tensor_hq

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Balaji Srinivasan: Crypto Networks, Sovereignty and Decentralization with Akshay BD

Tue, 25 Jul 2023 11:00:00 -0000

In today's episode, we're joined by Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more!

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Timestamps:

(00:00) Introduction

(03:01) Is Crypto a Bet on Tech or Financial Collapse?

(08:04) Appchains vs Monolithic vs Modular Ideology

(13:07) Why Akshay Joined the Solana Community

(14:49) Jito Promo

(15:54) Permissionless Promo

(16:54) The Network State

(31:21) Market Depth and the Overton Window

(37:25) How to Build Effective Communities

(43:43) Three Ways to Align People

(50:11) How to Combat Tribalism

(01:03:54) Crypto has PMF, Regulation is Holding it Back

(01:14:57) Will Centralized Companies Embrace Open Source?

(01:17:28) Advice for Startup Founders

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This episode is brought to you by Jito.

- -

Follow Balaji: https://twitter.com/balajis

Follow Akshay: https://twitter.com/akshaybd

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

The Network State

https://thenetworkstate.com/

The Network State (Balaji, Estonia 2015)

https://teleport.org/blog/2015/07/the-network-state/

Software is Reorganizing the World (Balaji, 2011)

https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/

The Secret Document That Transformed China

https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china

SuperTeam

https://superteam.fun/

https://twitter.com/SuperteamDAO

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Solana Defi 2.0: The Comeback | Jarry Xiao, Lucas Bruder, MacBrennan Peet

Thu, 20 Jul 2023 11:00:00 -0000

Solana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.

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Timestamps:

(00:00) Introduction

(01:15) What’s Going on in Solana DeFi?

(05:02) Token Incentives and Points

(14:24) What Will Spark Solana's DeFi Summer?

(15:56) Capital Efficiency: CLOBS vs AMMs

(16:13) Is Solana a Consumer or Professional DeFi Chain?

(25:46) The Best Metrics to Evaluate a DeFi Ecosystem

(34:49) Jito Liquid Staking ad

(35:55) Permissionless ad

(36:55) Understanding Risk and Avoiding Crazy APYs

(41:08) What’s Next for Solana DeFi?

(44:10) Building on Solana vs L2s

(50:41) Applications vs L1s: Who Owns the User Mindshare?

(53:12) Who Will Use DeFi?

(56:23) Your Most Controversial Crypto Take

(01:09:09) Rapid Fire

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This episode is brought to you by Jito.

- -

Follow Lucas:https://twitter.com/buffalu__

Follow Jarry: https://twitter.com/jarxiao

Follow MacBrennan: https://twitter.com/macbrennan

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

https://bit.ly/3K3TKnC

MarginFi

https://www.marginfi.com/

https://twitter.com/marginfi

Ellipsis Labs

https://ellipsislabs.xyz/

https://twitter.com/ellipsis_labs

Phoenix

https://twitter.com/PhoenixTrade_

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

What Crypto Wallets Get Wrong | Armani Ferrante

Tue, 18 Jul 2023 11:00:00 -0000

Welcome to the first episode of Lightspeed! Armani Ferrante joins Garrett and Mert to discuss what crypto wallets get wrong. Armani is a product genius and the founder behind Anchor, Backpack, xNFTs and Mad Lads. In this episode, we cover the innovations behind Backpack and xNFTs, why demand generation is everything, if projects should go multichain, how to build a community, why Armani decided to build on Solana, why most apps will launch their own chain and more!

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Timestamps:

(00:00) Introduction

(00:48) Wallets: The Gateway to Crypto

(04:01) Backpack: The Wallet’s iPhone Moment

(10:25) A Focus on Product vs Distribution

(16:19) Should Projects Go Multichain?

(18:52) How Backpack Thinks About Distribution

(21:52) Permissionless Ad

(23:09) xNFTs vs Native Apps

(25:00) Why Choose Solana?

(35:38) Metaplex and Why Neutral Standards Matter

(39:05) Why Armani Loves the Cosmos Vision

(48:47) Work-Life Balance & In-Person vs Remote

(55:46) Leadership Lessons from Building Backpack

(59:44) Rapid Fire Segment

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Follow Armani: https://twitter.com/armaniferrante

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Backpack

https://twitter.com/xNFT_Backpack

Mad Lads

https://www.madlads.com/

https://twitter.com/MadLadsNFT

Anchor

https://www.anchor-lang.com/

https://twitter.com/anchorlang

Coral

https://www.coral.community/

https://twitter.com/0xCoral

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.