Lightspeed

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 &amp; 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
--
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
(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
--
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 Hylo Is Accelerating Solana DeFi In 2026 | Plish

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 &amp; 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.

Solana's Onchain Nasdaq Thesis | Carlos Gonzalez Campo

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
--
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
(02:28) 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. &amp; The Rise of 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

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

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 &amp; 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
--
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
(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
--
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.

Solana's Next Big Catalyst In 2026

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 &amp; 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.

How HumidiFi Became Solana's Largest Prop AMM

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
--
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
(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
--
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

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

The End Game For MegaETH | Lei Yang & Namik Muduroglu

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.

Live Weekly Roundup With Kevin Ricoy

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 &amp; 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.

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

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 &amp; 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.

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

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 &amp; 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.
 
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
(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 &amp; 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.

The Future of Staking On Solana | Michael Repetný

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 &amp; 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.
 
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
(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 &amp; Bringing Assets Onchain
(43:17) Crypto Treasury Vehicles, mNAVs &amp; 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.

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

Gm! This week Michael Marcantonio joins the show to discuss the future of Solana &amp; 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 &amp; 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.
 
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/
--
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 &amp; 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 &amp; Launching GalaxyOne
(1:12:11) L1s, L2s &amp; 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.

The Ultimate Solana Thesis With Michael Marcantonio 

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 &amp; 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.
 
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
(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.

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

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 &amp; 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.
 
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
(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.

Solana Gets Even Faster With Robin A. Nordnes

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 &amp; 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.
 
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
(06:05) 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 State Of Solana, Frankendancer & Crypto's Bullish Catalyst's | Ian Unsworth

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.
 
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
(06:49) 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 Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang

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 &amp; 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.
 
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
(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.

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

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 &amp; 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. 
 
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.
 
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
(01:43) What Is Collector Crypt?
(13:25) Katana Ad
(14:27) Finding PMF &amp; 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.

Collector Crypt: Onchain Capital Markets On Solana | Tuomas Holmberg

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 &amp; 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.

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

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 &amp; 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. 
 
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
(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.

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

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 &amp; DATs underpriced by the market &amp; 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. 
 
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
(03:47) The State Of Solana
(05:57) Will DATs &amp; 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 &amp; 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's Next Big Catalyst | Brandon Potts

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

Solana DeFi Summer Is Coming | Sang Kim

Gm! This week Chris Hermida joins the show to discuss the rise of prop AMMs &amp; their impact on Solana. We deep dive into what are prop AMMs, how do they actually work, why order flow is so important &amp; 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. 
 
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
(03:07) 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 &amp; 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.

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

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 &amp; 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. 
 
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
(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.

Are DATs Bullish For Solana? | Carlos Gonzalez Campo

Gm! This week Kash Dhanda &amp; 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 &amp; 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. 
 
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
(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.

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

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 &amp; Ethereum, the role of a DAT, does Solana need a narrative &amp; 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 &amp; 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.

SOL Needs More Than DAT | Anna Yuan

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 &amp; 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.

Solana's Breakout DeFi Lending Protocol | Mary Gooneratne

Gm! This week, Brandon Millman &amp; 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 &amp; 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. 
 
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
(01:40) 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&amp;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 Next Chapter For Phantom | Brandon Millman & Sam Rosenblum

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 &amp; 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. 
 
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
(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 &amp; 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 Solana Seeker Phone Is Here | Emmett Hollyer

Gm! This week we're joined by Lucas Bruder, Max Resnick &amp; 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 &amp; 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.

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

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 &amp; 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 &amp; 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.

This Is How Solana Wins With Lucas Bruder

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 &amp; 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 Solana With Carlos Gonzalez Campo

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

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 &amp; 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.

The Truth Behind Crypto Market Makers | Matt Jobbé-Duval

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 &amp; 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.

Breaking Down the PUMP Launch

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 &amp; 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 &amp; Agave
(10:00) Katana Ad
(10:59) Impact of Alpenglow
(15:36) TPS &amp; 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.

Jump Crypto: The State Of Firedancer | Michael McGee

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 &amp; 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.

Is Pump Fun's Token Launch Bullish For Solana?

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 &amp; 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 Hivemapper Will Compete With Google Maps | Ariel Seidman

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 &amp; SolFi, how to improve market making in crypto, MEV on Solana, how to build a great product &amp; 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]
--
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
--
(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.

How To Improve Solana's Market Structure | Eugene Chen

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 &amp; 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.

a16z's Crypto Thesis With Ali Yahya

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:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbjVFQ3dobURmd00taHBuRTRycnBUT0FlbV9WQXxBQ3Jtc0trR1RucjlrNFM5cTVnNkkwTzNNSDlTVG91RHRkRENuTnZJMnZjRzVkRnR2UW5sb3p0T0g0X3dvZEZHVF9UbnVYZ05KYjNicW42VTZiNF9DVHFjZW5jQ2NMNE11S2s2aG1KSGFxcmlUdXBONjMxbGYtTQ&amp;q=https%3A%2F%2Fx.com%2Fsalveboccaccio&amp;v=IcM7dlfd-lc"> https://x.com/salveboccaccio</a>
Follow Danny:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbEpLYVNDS1FMYlUtRDAzcHZMd19iSkgzeVlNUXxBQ3Jtc0tsWnFubUV0bFlJVXoyMWdXb2o0M25EeWdIZ1hEUE5HaW50cXBtS0FEd1pLd1VhTi1lR21TLW1leVVXRHQ4V2xvZmZ6VHdyX0hKdnJ2NjRoWGtoNUFjVk9WcGlLdzhpZlM4RkpReWJBalZEZXUwdF9sVQ&amp;q=https%3A%2F%2Fx.com%2Fdefi_kay_&amp;v=IcM7dlfd-lc"> https://x.com/defi_kay_</a>
Follow Rizzo:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbE5nbGdZclN2b0JwTm5ueGtWaGhqajJJOFlEUXxBQ3Jtc0tuWEtsX05BYmo1UFVjM1FmVUZaRm1CMHZ5ZmNFT2ZBNHNzbnB5NGljUzhqQ1dQU0NCclpQRi1mdlU4OHB3b2FwNHYxaHV2R2VoUmp0RXdJTi1tSUt0ODlWSlQ3WGpXUzFUU2dqWnVLeGpGc2VQMkFyYw&amp;q=https%3A%2F%2Fx.com%2Fpete_rizzo_&amp;v=IcM7dlfd-lc"> https://x.com/pete_rizzo_</a>
Follow Felix:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbEdZWWJGTWZpWkpsdlI5WTV6Q1o3Z0ZCSGlXZ3xBQ3Jtc0tseDBFdnJ6djhQVXprUlRmMzZjN3QxNWN2WXlqekYtNzlza0x3SnRtMVFLMGVKcDA2djZGM0dONkRjN2M0b3RKMmdTVERtV2V5eFdjVlJqenVGRFVyNUxUc0xtOENMa0RVOFZJRTQ2TzZVcjVhd2NROA&amp;q=https%3A%2F%2Fx.com%2Ffejau_inc&amp;v=IcM7dlfd-lc"> https://x.com/fejau_inc</a>
Follow Jack:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXpYVl9hd3hTeHNLX2ZxMUp6TXJmdVctSVpkZ3xBQ3Jtc0tucWxpaHNidW1LS0JTZ2thd3ltclhGMzM1SW43SHV6aVJaYjR6QVZuWlMyRVlXbjhfQXEwYUpBUlY4d29DQlJJWDE1bHVNa3RYRFFteTNBVFo2TFdJcE4xeG1aYWxhc1BlUFNYRXJaM3FGOVZYQm1Uaw&amp;q=https%3A%2F%2Fx.com%2Fwhosknave&amp;v=IcM7dlfd-lc"> </a><a href="https://x.com/whosknave">https://x.com/whosknave</a>
–
Follow Lightspeed:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXRHZGlRUmc2bnBVOElkUmctNXpaeGthM1RMd3xBQ3Jtc0tscnA0SG5EamFSVVRoenR5WXN2cTd6TG5JOFlKdDNtLWl1LUFQWjBtLV9jSEs4RTNRZjVibjYxZFhTcTF3dkY3NTFDemtma0lmVkZzUWc2MFM3QUVWMTBjQWNQVjk3dmFYZWlkQ2NtQUVySkJjcXFCUQ&amp;q=https%3A%2F%2Ftwitter.com%2FLightspeedpodhq&amp;v=xjjGq0EoS-o">   / lightspeedpodhq  </a>
Subscribe to the Lightspeed Newsletter:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXJjaVQ0TkdlbnFSZTI5QjNjSndodGVvRTB6Z3xBQ3Jtc0tuT1RRYkhYcXY0RTVsOTNPdWdSaVpJa0dnT09uRmJ4T2FHdFNuemhyczI4SDVJU3QtZ0VmSnctS0pWX3JKeE1ySFNjb21pZnNnZER6YVpMOXg3MDk2RVFacUlhN1ZONE4zU1U1dU5kRXpwelU4dTkyUQ&amp;q=https%3A%2F%2Fblockworks.co%2Fnewsletter%2Flightspeed&amp;v=xjjGq0EoS-o"> </a>https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Telegram:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa1FnZW5kNXVuX2YxOTZ6bTFRek94UTAzZFpMd3xBQ3Jtc0tuN29LR2Nvdi1QczFMN0RVUHoyZ3RycFRjclFaNXV2Qk90aExpZEVmM25xcmswVm9BLUhKZGtiV3JYZ3pxcWVmSXVlRVBwWDVyZkNSbW1WWVpycHRKaGxzOWg3RkZpNHdqTkc1NXpqQUUzbkR4SDhlQQ&amp;q=https%3A%2F%2Ft.me%2F%2BQUl_ZOj2nMJlZTEx&amp;v=xjjGq0EoS-o"> https://t.me/+QUl_ZOj2nMJlZTEx</a>
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmstdmNzaWJMa3BaTV9PM0FNTlFEbHgzZ1lTUXxBQ3Jtc0ttMGVLdGRpVHZsaklsTXFFM25qRVBNSnExWktiemhCQ3ZUaTFtN0JGYkRscjlIUm1ac3VVZjNvYnZUWnR0djZ0aTZwYWMxN2RPMDhwN2FRWmJpSUhvVjJoaEhybHdlTHZOb21HV1FWVGtfaXBNdjQtWQ&amp;q=https%3A%2F%2Fblockworks.co%2Fnewsletter%2F&amp;v=xjjGq0EoS-o"> </a><a href="https://blockworks.co/newsletter/">https://blockworks.co/newsletter/</a>
–

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap

Gm! This is a live episode recorded at Permissionless 2025 with Tzvi (Baxus), Luca (Pudgy Penguins), Armani (Backpack) &amp; Santi (Inversion). We deep dive into how to acquire users in crypto, finding PMF, why it's time to build great apps &amp; 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]
--
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
--
(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.

Crypto’s Path Forward In The Next 10 Years

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 &amp; 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.

Solana's Path To Decentralized Nasdaq | Max Resnick

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 &amp; 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/
--
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
--
(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.

The Rise Of Crypto's App Ecosystem Mike Dudas

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 &amp; 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.

Empire | Introducing The Token Transparency Framework

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 &amp; 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
--
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
(01:50) 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.

Solana ETFs Are Coming With Carlos Gonzalez Campo

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 &amp; SOL), how institutions view Solana &amp; 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 &amp; 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.

Standard Chartered: The Bull Case For Solana | Geoff Kendrick

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 &amp; 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
--
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
(01:59) 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.

Crypto's Fastest Payments App, Only Possible On Solana | Ted Livingston

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 &amp; 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.

How Will Pump Fun's Token Impact Solana? | Weekly Roundup

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 &amp; future of Solana &amp; 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.

Alpenglow: Solana's Largest Protocol Upgrade Ever | Brennan Watt, Anza

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 &amp; 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/
--
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
(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 Solana Incubator: Finding Crypto's Next Breakthrough App | Emon Motamedi

Gm! This week we're joined by Kyle Samani &amp; 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.

The State Of Solana DeFi With Kyle Samani & Chris Heaney

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 &amp; 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.

Crypto's Next DePIN Catalyst With David Rhodus, Pipe Network

Gm! This week we're joined by Dan Kang to discuss DeFi Dev Corp &amp; 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 &amp; 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/
--
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
(02:37) 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 Microstrategy Of Solana Playbook With Dan Kang

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 &amp; 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/
--
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
(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.

The Solana Token Launchpad Coming for Venture Capital | Ryan Connor

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 &amp; 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/
--
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
(01:24) 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.

1inch Co-Founder: Launching On Solana | Sergej Kunz

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 &amp; 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/
--
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
(01:24) 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.

Can Ethereum Scale The L1? | Weekly Roundup

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 &amp; 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.

Ex Jane Street Veteran's Journey To Crypto | Thomas Uhm

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 &amp; 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.

Solana's DeFi Super App: The Jupiter End Game | Kash Dhanda

Gm! This week we're joined by Austin Federa live at Solana Crossroads to discuss the latest happening with Solana &amp; DoubleZero. We deep dive into the importance of speed for capital markets, the rise of alt L1s, how to remain competitive as a blockchain &amp; 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.

The Future Of Solana, DoubleZero & The Firedancer Impact | Austin Federa

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 &amp; more. Enjoy!--Follow Mert: https://x.com/0xMert_Follow Dan: https://x.com/smyyguyFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 (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 &amp; 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.

Is Zora Crypto's Breakout SocialFi Moment? | Weekly Roundup

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 &amp; what the industry should focus on from a policy standpoint. Enjoy! --Follow Miller: https://x.com/millercwlFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 (01:18) 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.

A New Era For Crypto In 2025 | Miller Whitehouse-Levine

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 &amp; more. Enjoy!--Follow Matty: https://x.com/mattytayFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 (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 &amp; 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.

Accelerating Solana's Startup Ecosystem | Matty Taylor

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 &amp; more. Enjoy! --Michael: https://x.com/SonnensheinFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 (04:02) 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.

Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein

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 &amp; more. Enjoy!--Follow Dan: https://x.com/smyyguyFollow Jack: https://x.com/whosknaveFollow Mert: https://x.com/0xMert_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 (01:04) 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 &amp; 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.

2025 Is Solana's Biggest Year | Weekly Roundup

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 &amp; more. Enjoy! --Solana March 2025 Update: https://x.com/blockworksres/status/1909216068134191158--Follow Carlos: https://x.com/0xcarlosgFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 (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.

Gm! This week we're back with another weekly roundup episode to discuss the launch of PumpSwap &amp; 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 &amp; more. Enjoy! --Follow Dan: https://x.com/smyyguyFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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.

Are Meme Coins Really Dead? | Weekly Roundup

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 &amp; more. Enjoy! Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423--Follow Shayon: https://x.com/shayonsenguptaFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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 Ultimate Jito Thesis | Shayon Sengupta

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 &amp; more. Enjoy!--Follow Leah: https://x.com/LeahWaldFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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.

The Solana Playbook With Leah Wald

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 &amp; more. Enjoy!--Follow Matt: https://x.com/matthew_sigelFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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.

Will We See A Solana ETF In 2025? | Matthew Sigel

Gm! This week we have an episode with Anatoly Yakovenko &amp; Kyle Samani recorded live at DAS NY. We discuss the current state of Solana &amp; what to expect in 2025, how to bring assets onchain, Firedancer, the bull case for DePIN &amp; more. Enjoy!--Follow Anatoly: https://x.com/aeyakovenkoFollow Kyle: https://x.com/KyleSamaniFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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--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.--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.

The Solana End Game With Anatoly Yakovenko & Kyle Samani

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 &amp; much more. Enjoy!--Follow Yannik: https://x.com/yrschradeFollow Mert: https://x.com/0xMert_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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.

Why Privacy Matters For Solana | Yannik Schrade

Gm! This week Ryan Connor joins the show to discuss the current state of crypto &amp; what's next for Solana. We deep dive into are meme coins really dead, the rise of DEX volume, how to value tokens &amp; more. Enjoy!--Follow Ryan: https://x.com/_ryanrconnorFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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--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.--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.

Crypto Is At An Inflection Point | Ryan Connor

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 &amp; more. Enjoy!--Follow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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&amp;utm_source=blockworks&amp;utm_medium=referral+&amp;utm_campaign=lightspeedpodcast 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&amp;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(00:58) 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.

Why Solana’s Inflation Proposal Didn’t Pass | Weekly Roundup

Gm! This week we're joined by Cindy Leow &amp; 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 &amp; much more. Enjoy!--Follow Cindy: https://x.com/cindyleowttFollow Chris: https://x.com/crispheaneyFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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--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.--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.

Drift: The Solana DEX Powering Onchain Liquidity | Cindy Leow & Chris Heaney

Gm! This week Tzvi Wiesel joins the show to discuss building a great consumer app in crypto. We deep dive into the Baxus playbook &amp; how Tzvi is creating an onchain market place for the world's most collectible spirits. Enjoy!--Follow Tzvi: https://x.com/web4OFollow Jack: https://x.com/whosknaveFollow 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.

How Baxus Is Bringing Whiskey Onchain | Tzvi Wiesel

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 &amp; 228, why Pump.fun is launching its own AMM, REV declines in February, stablecoin growth &amp; more. Enjoy!--Follow Carlos: https://x.com/0xcarlosgFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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--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.--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.

A Solana Data Deep Dive With Carlos Gonzalez Campo

Gm! This week we're back with another roundup episode to discuss SIMD 228 &amp; it's impact on Solana's inflation. We deep dive into, what is SIMD 228, is Solana overpaying for security, crypto's data problem &amp; Trump's strategic crypto reserve announcement. Enjoy!--Follow Dan: https://x.com/smyyguyFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeedJoin 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.--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&amp;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.

Why Solana Should Change Its Inflation Rate | Weekly Roundup

Gm! This week we're joined by Ben Leventhal &amp; Jesse Walden to discuss Blackbird &amp; 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 &amp; more. Enjoy!--Follow Ben: https://x.com/benleventhalFollow Jesse: https://x.com/jessewldnFollow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe 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--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.--Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: https://cryptotaxcalculator.io/us/?coupon=BW2025&amp;utm_source=blockworks&amp;utm_medium=referral+&amp;utm_campaign=lightspeedpodcast 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&amp;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.

How Blackbird Is Unlocking Crypto's App Ecosystem | Ben Leventhal & Jesse Walden

Gm! This week we're joined by Illia Polosukhin &amp; Bowen Wang to discuss the current state of crypto, AI &amp; 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 &amp; more. Enjoy!--Follow Illia: https://x.com/ilblackdragonFollow Bowen: https://x.com/BowenWang18Follow Jack: https://x.com/whosknaveFollow 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--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.--Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: https://cryptotaxcalculator.io/us/?coupon=BW2025&amp;utm_source=blockworks&amp;utm_medium=referral+&amp;utm_campaign=lightspeedpodcast 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&amp;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 &amp; 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.

The State Of Crypto & AI | Illia Polosukhin & Bowen Wang

Gm! This week Rebecca Rettig joins the show for a discussion on crypto's policy landscape in 2025 &amp; beyond. We deep dive into why Rebecca recently joined Jito, meeting with the SEC &amp; their stance on SOL, the impact of crime season within crpyto, what's coming for crypto policy &amp; more. Enjoy!--Follow Rebecca: https://x.com/RebeccaRettig1Follow Jack: https://x.com/whosknaveFollow 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--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.--Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: https://cryptotaxcalculator.io/us/?coupon=BW2025&amp;utm_source=blockworks&amp;utm_medium=referral+&amp;utm_campaign=lightspeedpodcast 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&amp;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.

A New Era For Crypto In The U.S | Rebecca Rettig

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/smyyguyFollow Jack: https://x.com/whosknaveFollow 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--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.--Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: https://cryptotaxcalculator.io/us/?coupon=BW2025&amp;utm_source=blockworks&amp;utm_medium=referral+&amp;utm_campaign=lightspeedpodcast 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&amp;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.

The Libra Impact On Solana | Weekly Roundup

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 &amp; more. Enjoy! --Follow Santi: https://x.com/santiagoroelFollow Jack: https://x.com/whosknaveFollow 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--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.--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&amp;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.

An Update On The Solana Thesis | Santiago Santos

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 &amp; more. Enjoy!--Follow Armani: https://x.com/armaniferranteFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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 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(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.

Why Crypto Wallets Are Broken | Armani Ferrante

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 &amp; more. Enjoy!--Follow Ilja: https://x.com/_ilmoiFollow Richard: https://x.com/0xrwuFollow Jack: https://x.com/whosknaveFollow 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--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.--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 &amp; 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 &amp; 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.

Building Solana's Next Breakout App | Ilja Moisejevs & Richard Wu

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 &amp; more. Enjoy!--Follow Dan: https://x.com/smyyguyFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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.

Crypto's Biggest Opportunity In 2025 | Weekly Roundup

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 &amp; AI, the state of crypto venture &amp; 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/KyleSamaniFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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--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.--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 &amp; 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 &amp; 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 Solana Thesis: Internet Capital Markets With Kyle Samani

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 &amp; so much more. Enjoy!--Follow Luca: https://x.com/LucaNetzFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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.

The Pudgy Penguin Playbook With Luca Netz

Gm! This week we are joined by Lucas Bruder &amp; 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 &amp; more. Enjoy!--Follow Lucas: https://x.com/buffalu__Follow Sreeram: https://x.com/sreeramkannanFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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 vs Ethereum Restaking | Lucas Bruder & Sreeram Kannan

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 &amp; more. Enjoy!--Follow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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.--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 &amp; 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.

Solana's All Time High Chain Activity | Weekly Roundup

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 &amp; more. Enjoy!--Follow Matthew: https://x.com/matthew_sigelFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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.

The State Of Solana With Matthew Sigel

Gm! This week, we're joined by Tushar Jain to discuss his most recent Solana improvement proposal to reduce Solana's inflation &amp; 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 &amp; 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/whosknaveFollow 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/--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.--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.

Why Solana Needs To Fix Its Inflation Rate | Tushar Jain

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 &amp; more. Enjoy!--Follow Ryan: https://x.com/RyanWatkins_Follow Jack: https://x.com/whosknaveFollow 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 &amp; 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 &amp; 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.

The Bull Case For Solana In 2025 | Ryan Watkins

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! ResourcesSolana MEV Landscape From Helius Labs: <a href="https://x.com/__lostin__/status/1877444749298381156">https://x.com/__lostin__/status/1877444749298381156</a>Dan’s Post on the Wash Trading Bot: <a href="https://x.com/smyyguy/status/1873461466541486096">https://x.com/smyyguy/status/1873461466541486096</a>Top 10 Chains by Stablecoins: <a href="https://x.com/smyyguy/status/1875613474774249724">https://x.com/smyyguy/status/1875613474774249724</a> --Follow Dan: https://x.com/smyyguyFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: <a href="https://blockworks.co/newsletter/lightspeed">https://blockworks.co/newsletter/lightspeed</a> Utilize the Solana Dashboard by Blockworks Research: <a href="http://solana.blockworksresearch.com/">http://solana.blockworksresearch.com/</a>--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.--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/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe 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.

Crypto’s Annoying MEV Problem | Weekly Roundup

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 &amp; more. Enjoy!--Follow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: <a href="https://blockworks.co/newsletter/lightspeed">https://blockworks.co/newsletter/lightspeed</a>Utilize the Solana Dashboard by Blockworks Research: <a href="http://solana.blockworksresearch.com/">http://solana.blockworksresearch.com/</a>--Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c--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.--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/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe 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 &amp; Decentralization(16:47) Decentralization &amp; L2s(21:36) Renaud Partners Ad(22:37) Ledger Ad(23:25) Solana &amp; 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.

Breaking Down The Hyperliquid Hype | Weekly Roundup

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/zookoFollow Sean: https://x.com/ebfullFollow Anatoly: https://x.com/aeyakovenkoFollow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: <a href="https://blockworks.co/newsletter/lightspeed">https://blockworks.co/newsletter/lightspeed</a>Utilize the Solana Dashboard by Blockworks Research: <a href="http://solana.blockworksresearch.com/">http://solana.blockworksresearch.com/</a>--Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c--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 onchain 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/--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.--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/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe 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.

Maximizing Your Privacy With Zcash | Zooko & Sean

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 &amp; 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/whosknaveFollow 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--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 onchain 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/--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.--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.

Solana's 2024 Year In Review | Weekly Roundup

Gm! This week, we're joined by Jeffy Yu &amp; 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 &amp; much more. Enjoy! –Follow Yash: https://x.com/yashhsmFollow Jeffy: https://x.com/jyu_ethFollow Jack: https://x.com/whosknaveFollow 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--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 onchain 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/--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.--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.

The Rise Of AI Agents | Jeffy Yu & Yash Agarwal

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 &amp; more. Enjoy!–Follow Max: https://x.com/MaxResnick1Follow Mert: https://x.com/0xMert_Follow Jack: https://x.com/whosknaveFollow 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--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 onchain 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/--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.--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 &amp; 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.

What Solana Needs To Fix | Max Resnick

Hosted by Jack Kubinec, Lightspeed is for projects building products that solve real problems - uniquely enabled by crypto.

Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.

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