The Solana Rally: What Everyone Overlooked | Analyst Round Table

In this week's analyst table Dan and Sam are joined by Blockworks research analyst Matt Fiebach and Lightspeed podcast co-host Garret Harper. Today's conversation is a Solana debate diving 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.

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(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

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Lightspeed Pod


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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

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