Welcome to Lightspeed's second "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss Solana disinformation, the increasing adoption of the SVM, why DePIN could be crypto's next narrative, the ETH vs SOL debate, the power of permissionless frontends and more!
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Timestamps
(00:00) Introduction
(00:36) Solana Misinformation
(08:26) Why Crypto Needs to Focus on Distribution
(21:56) SVM Adoption, Integrated vs Modular Ecosystems & DePIN
(31:56) Web3’s Social Opportunity
(38:54) ETH vs SOL: Scarcity vs Abundance
(45:25) The Permissionless Frontend Thesis
(52:54) Today’s Fundraising Environment
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Resources
Zero to One by Peter Thiel
https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296
Ethereum and Solana by Joel Monegro
https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana
Anatoly's episode on Validated
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.